Research Analyst jobs at Fidelity Investments

We provide asset management, wealth management and banking expertise to consumers and institutions around the world. We partner with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives. We work one-on-one with clients to advise and deliver customized strategies within Equities drawn from our deep investment experience, diverse wealth management capabilities and global reach. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of our Global Investment Bank. Your Impact We are looking for a Strategist to join the team. As a Strategist, you will use your quantitative techniques and industry knowledge to help our asset management and private lending business. Projects typically span various and products and entail extensive interaction with the division's clients, portfolio managers, risk managers, marketers, salespeople and senior management. Responsibilities: Responsibilities: • Working closely with portfolio managers and traders to build quantitative models and tools to streamline their trading and portfolio management process • Designing and producing customized client-facing performance reporting, scenario analytics, and marketing materials • Working closely with the Private Bank lending business to provide analytics, tools, and models for valuation and risk management • Developing and maintaining risk management tools across equities for senior management, portfolio managers, and traders Qualifications • Communications skills are essential • Deep experience in a quantitative discipline • Programming skills and/or math background are required • Intelligence, creativity, and problem-solving skills • A self-starter, should have ability to work independently as well as thrive in a team environment

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. The Floor Controller role is responsible for assisting with the governance and policing of Data Centre floors. The job holder will assist with the management of delivering power, cooling, space associated with the installation of hardware as per the agreed location, they will facilitate the installation and decommissioning of all hardware within the Data Center floors. Liaise with internal stakeholders to ensure customer expectations are met. Floor Controller role will be responsible for inward/outward of materials, manage stock control, performing floor audits and provide management with effective MI. The job holder will be part of the wider team out of hour's call-out rotor to provide vendor escorts into the Data Center space. As our Consultant Communication Systems Services you will: • Ensure correct installation, change, move or demise process and procedure is followed always, and quality maintained to provide the best service possible to both internal and external customers • Identify solutions to problems and mitigates risk based on sound judgment • Assist in the evaluation of technical products and solutions in support of the technical strategy. This incorporates hardware, software and infrastructure products used in both a mainframe and office environment • Undertake the build and testing of hardware and software components. This incorporates all system components and inter-connectivity both internally and to other platforms • Undertake problem investigation and recovery • Be the point of contact for all installations, moves, changes and demises within data centre(s) • Audit, Disposal of hardware, environment of computer room and Data centre's, occasional stakeholder and relationship management, utility (space, power, cooling etc) sustainability • Aperture data integrity • Stock Management, inward/outward management of equipment and materials You´ll likely have the following qualifications to succeed in this role: • Experience in the Installation, migration and demise of IT equipment within Data Centres • Understanding of underpinning Mechanical and Electric relating to critical facilities • Awareness of service management techniques including Problem, Change and Incident management • Understanding of data network and cabling technologies, principles and products • Working knowledge of Aperture • General overview as to how a computer room floor is laid out and how modern server, storage and network infrastructure is integrated. • Demonstrated ability to rapidly build relationships with key stakeholders • An awareness of IT hardware, software, operations, and networks. • A track record of overseeing delivery of complex programmes and projects • Proven technical awareness in an IT role As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

KLR Executive Search Group is proud to partner with Chisholm, Chisolm, & Kilpatrick (CCK), a nationally recognized law firm committed to providing exceptional client service in the areas of Veterans Law, ERISA law, and Bequest Management, on a full-time Data Analyst position. The Data Analyst will handle all aspects of data management; from preparation and ETL to analysis and visual representation to managers and stakeholders. This position is responsible for establishing and maintaining data pipelines and warehouses for use with various business intelligence tools. The Data Analyst is responsible for developing effective statistical analysis and reporting on large data sets. Here are more details about the role: Responsibilities: Develop and maintain accurate, high-quality data pipelines, warehouses, databases, and datasets. Structure large datasets to produce usable information. Perform ETLs to turn raw data into usable data for reporting and visualization purposes. Use business intelligence tools to identify, analyze, and interpret patterns and trends in complex data sets. Prepare reports using datasets based on requested outputs and be able to identify trends, patterns, and make predictions. Collaborate with team members to collect and analyze data. Create graphs, tables, infographics and other mediums of data visualization. Understand business goals and offer solutions to support these initiatives with data-backed reporting. Analyze and effectively present data in a way that assists leadership in making strategic decisions. Requirements: At least 2 years of experience working with ETL, data, data tools, extracting data, and creating reports. Proficient in designing, developing, and consuming RESTful APIs to enable seamless data exchange Capable of automating data collection and updates through API endpoints Experience working with Excel, SQL, Oracle, R, Python, Domo, Tableau, Power BI. Strong analytical skills with the ability to collect, organize, transform, and analyze significant amounts of data with attention to detail and accuracy. Technical proficiency regarding database design, development, data models, data mining techniques, and segmentation techniques. The salary range for this position is $80,000 to $95,000 annual salary and does not include benefits. Compensation is determined by a variety of factors including but not limited to the role, function, and associated responsibilities, as well as a candidate's work experience, education, knowledge, skills, and geographic location.

OVERVIEW - About the role The Broker-Dealer is seeking a Surveillance Data Analyst with experience in the financial and trading industry, strong technical and analytical skills, and a results-driven approach. The role involves collecting, transforming, and analyzing trade and related data to support surveillance, compliance, and audits. As part of the Trade Desk Surveillance (TDS) team, you'll help identify regulatory risks, increase efficiency, and optimize processes for scalability. RESPONSIBILITIES - What you'll do What You'll Do: Collect, transform, and analyze trade-related data to support reviews, audits, and regulatory reporting Build workflow automations and optimize processes for efficiency and scalability Use SQL, Python, and Excel to query and analyze large datasets Collaborate with TDS, Trading, and Compliance teams to identify risks and improve systems Maintain documentation and support issue resolution via Jira Assist with exception investigations and train team members What You Bring: Bachelor's degree in Finance, Computer Science, or related field 1-3 years experience with SQL, Python, Excel, and data visualization tools Strong analytical, troubleshooting, and communication skills Familiarity with server-based systems and JSON/CSV data structures Willingness to obtain SIE and Series 7 within 6 months Bonus Points: Knowledge of FINRA/SEC regulations, CAT reporting, and trading systems Experience with automation tools (VBA, UiPath, PowerShell) and Jira/Confluence Familiarity with AI/LLM applications for analysis

The GRC Analyst will collaborate with process owners, internal auditors, external auditors, and other stakeholders to assist in reviewing, monitoring, and resolving findings. This includes helping the team manage SOX and GLBA Compliance programs. The GRC Analyst will support the implementation of internal and external assessments, assist with compliance audits, and ensure compliance with existing and emerging regulations and standards including GLBA, SOX, and other GRC activities. KEY RESPONSIBILITIES Gather relevant evidence to support annual testing for internal and external audits. Maintain and monitor a central repository for audit evidence. Ensure timely and accurate response to internal and external audit requests. Provide training and guidance to employees and other stakeholders on cybersecurity best practices and awareness including but not limited to: • New Hire Training, • Monthly cybersecurity newsletters and phishing campaigns, • Administration of the Cybersecurity Compliance training program Gather relevant evidence and documentation to support risk assessments using various frameworks to identify control ratings, strengths, potential gaps and action plans. Leverage the Bank's GRC platform to document and manage security exceptions, violations, incidents, and other risk concerns to closure. Maintain up-to-date documentation of procedures and methods that serve to broaden team knowledge and industry expertise. Assist GRC Manager with maintaining security standards, policies, and practices on an annual basis to make sure they reflect the current environment Collaborate with business lines to help satisfy new and existing regulatory obligations. MINIMUM SKILLS REQUIRED 1-3 years' experience in cybersecurity with exposure with various security frameworks. Understanding of cybersecurity governance frameworks, Sarbanes Oxley (SOX) compliance requirements and IT General Controls (ITGC) Information Security Governance experience or related training Detail oriented with good organizational skills Effective written and verbal communication skills Intermediate proficiency with Microsoft Office

What is the position? Evercore seeks to hire a Research and Data Analyst for its Strategic, Defense & Shareholder Advisory Team (“SDSA”) located in New York, NY. The SDSA team focuses on advising clients with respect to shareholder activism, raid defense, and related situations. Primary Responsibilities: The Analyst will support the Head and COO of the SDSA team and will be responsible for collecting, organizing, and maintaining data on companies, clients, and interactions to support the team's day-to-day activities. This includes managing internal databases, tracking client interactions and key information, and assisting with research and data requests. The Analyst should have a proactive approach to ensure information is accurate, well-organized, and up-to-date. The Analyst will create materials for use in internal meetings and marketing initiatives. The Analyst will also be responsible for coordinating information and events involving external constituents (such as law firms and public company directors) and developing and enhancing firm networks. Specific Qualifications: The Analyst will have strong attention to detail, clear communications style and be proactive, self-directed, creative and resourceful. We are seeking an academically accomplished candidate with the ability to multitask. This position comes with challenging work, an opportunity to work closely with senior leaders, and a demanding environment in a rapidly growing firm. The ideal candidate will have: One year of professional experience Strong academic record An excellent, team-based attitude Strong work ethic and high energy level Excellent communication skills (written and verbal) Proficient in Microsoft Office, specifically PowerPoint and Excel Exceptional attention to detail Calm under pressure with a demonstrated track record of successfully managing multiple projects simultaneously Interest in investment banking, paralegal work, or research/analytical roles encouraged Expected Base Salary Range: $70,000-$90,000 In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to: Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts 401(k) Retirement Plan Life and disability insurance, including additional voluntary financial protection insurance Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services Family-building and family-support benefits Paid parental, caregiver, marriage and bereavement leave Commuter benefits, health club membership discounts, and other corporate discounts Paid holidays, vacation days, personal days, sick days, and volunteer opportunities

What is the position? Evercore seeks to hire a Research and Data Analyst for its Strategic, Defense & Shareholder Advisory Team ("SDSA") located in New York, NY. The SDSA team focuses on advising clients with respect to shareholder activism, raid defense, and related situations. Primary Responsibilities: The Analyst will support the Head and COO of the SDSA team and will be responsible for collecting, organizing, and maintaining data on companies, clients, and interactions to support the team's day-to-day activities. This includes managing internal databases, tracking client interactions and key information, and assisting with research and data requests. The Analyst should have a proactive approach to ensure information is accurate, well-organized, and up-to-date. The Analyst will create materials for use in internal meetings and marketing initiatives. The Analyst will also be responsible for coordinating information and events involving external constituents (such as law firms and public company directors) and developing and enhancing firm networks. Specific Qualifications: The Analyst will have strong attention to detail, clear communications style and be proactive, self-directed, creative and resourceful. We are seeking an academically accomplished candidate with the ability to multitask. This position comes with challenging work, an opportunity to work closely with senior leaders, and a demanding environment in a rapidly growing firm. The ideal candidate will have: * One year of professional experience * Strong academic record * An excellent, team-based attitude * Strong work ethic and high energy level * Excellent communication skills (written and verbal) * Proficient in Microsoft Office, specifically PowerPoint and Excel * Exceptional attention to detail * Calm under pressure with a demonstrated track record of successfully managing multiple projects simultaneously * Interest in investment banking, paralegal work, or research/analytical roles encouraged Expected Base Salary Range: $70,000-$90,000 In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to: * Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts * 401(k) Retirement Plan * Life and disability insurance, including additional voluntary financial protection insurance * Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services * Family-building and family-support benefits * Paid parental, caregiver, marriage and bereavement leave * Commuter benefits, health club membership discounts, and other corporate discounts * Paid holidays, vacation days, personal days, sick days, and volunteer opportunities About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit ***************** Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.

Requirements Successful candidates will have the following: Excellent working knowledge of Microsoft Office products, specifically Excel and PowerPoint. Ability to work effectively and collaboratively in a fast-paced, entrepreneurial, and demanding environment. Excellent communication skills, ability to work with clients closely and effectively. Detail-oriented and thorough in completing projects/tasks Intellectual curiosity and critical thinking skills Self-starter, must have the initiative and ability to complete tasks with minimal supervision At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued. EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

About the job Headquartered in St. Petersburg, Florida, the Dynasty Financial Partners team powers the back and middle office of independent financial advisors within the wealth management industry. Summer Analysts will be assigned to support one or two of Dynasty's business units: Transitions, Relationship Management, Talent/HR, Legal/Compliance, Marketing/PR, Operations, Investments, Technology or Finance. Dynasty Financial Partners works exclusively with a select group of truly independent RIAs to help them better serve their clients and grow their business and enterprise value. We are a premier WealthTech platform for independent financial advisors giving them the freedom, flexibility, and control to better serve their clients. We enhance our Network firms' enterprise value and accelerate growth through our proprietary core service model that provides complete middle and back-office support. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business as well as M&A support to firms looking to grow inorganically or to plan for succession. Dynasty Summer Analyst Program Duration of program: June 1st - August 7th Exact responsibilities will vary based on business unit assignment Business unit assignments will be based on a combination of interview feedback, business needs, and the individual candidate skills/interests Summer Analysts will report to the Chief of Staff, as well as the head of the business units to which they are assigned Requirements Successful candidates will have the following: Excellent working knowledge of Microsoft Office products, specifically Excel and PowerPoint. Ability to work effectively and collaboratively in a fast-paced, entrepreneurial, and demanding environment. Excellent communication skills, ability to work with clients closely and effectively. Detail-oriented and thorough in completing projects/tasks Intellectual curiosity and critical thinking skills Self-starter, must have the initiative and ability to complete tasks with minimal supervision At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued. EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Job DescriptionDescription: About the job Headquartered in St. Petersburg, Florida, the Dynasty Financial Partners team powers the back and middle office of independent financial advisors within the wealth management industry. Summer Analysts will be assigned to support one or two of Dynasty's business units: Transitions, Relationship Management, Talent/HR, Legal/Compliance, Marketing/PR, Operations, Investments, Technology or Finance. Dynasty Financial Partners works exclusively with a select group of truly independent RIAs to help them better serve their clients and grow their business and enterprise value. We are a premier WealthTech platform for independent financial advisors giving them the freedom, flexibility, and control to better serve their clients. We enhance our Network firms' enterprise value and accelerate growth through our proprietary core service model that provides complete middle and back-office support. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business as well as M&A support to firms looking to grow inorganically or to plan for succession. Dynasty Summer Analyst Program Duration of program: June 1st - August 7th Exact responsibilities will vary based on business unit assignment Business unit assignments will be based on a combination of interview feedback, business needs, and the individual candidate skills/interests Summer Analysts will report to the Chief of Staff, as well as the head of the business units to which they are assigned Requirements: Successful candidates will have the following: Excellent working knowledge of Microsoft Office products, specifically Excel and PowerPoint. Ability to work effectively and collaboratively in a fast-paced, entrepreneurial, and demanding environment. Excellent communication skills, ability to work with clients closely and effectively. Detail-oriented and thorough in completing projects/tasks Intellectual curiosity and critical thinking skills Self-starter, must have the initiative and ability to complete tasks with minimal supervision At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued. EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

About the job Headquartered in St. Petersburg, Florida, the Dynasty Financial Partners team powers the back and middle office of independent financial advisors within the wealth management industry. Summer Analysts will be assigned to support one or two of Dynasty's business units: Transitions, Relationship Management, Talent/HR, Legal/Compliance, Marketing/PR, Operations, Investments, Technology or Finance. Dynasty Financial Partners works exclusively with a select group of truly independent RIAs to help them better serve their clients and grow their business and enterprise value. We are a premier WealthTech platform for independent financial advisors giving them the freedom, flexibility, and control to better serve their clients. We enhance our Network firms' enterprise value and accelerate growth through our proprietary core service model that provides complete middle and back-office support. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business as well as M&A support to firms looking to grow inorganically or to plan for succession. Dynasty Summer Analyst Program * Duration of program: June 1st - August 7th * Exact responsibilities will vary based on business unit assignment * Business unit assignments will be based on a combination of interview feedback, business needs, and the individual candidate skills/interests * Summer Analysts will report to the Chief of Staff, as well as the head of the business units to which they are assigned Requirements Successful candidates will have the following: * Excellent working knowledge of Microsoft Office products, specifically Excel and PowerPoint. * Ability to work effectively and collaboratively in a fast-paced, entrepreneurial, and demanding environment. * Excellent communication skills, ability to work with clients closely and effectively. * Detail-oriented and thorough in completing projects/tasks * Intellectual curiosity and critical thinking skills * Self-starter, must have the initiative and ability to complete tasks with minimal supervision At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued. EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

I Squared Capital is a leading global infrastructure investor managing $50 billion in assets. We build and scale essential infrastructure businesses that deliver critical services to millions of people worldwide. Our portfolio includes over 90 companies operating in 70 countries and spanning sectors such as energy, utilities, digital infrastructure, transport, environmental and social infrastructure. Headquartered in Miami, our team of over 300 professionals is based across offices in Abu Dhabi, London, Munich, New Delhi, São Paulo, Singapore, Sydney and Taipei. Role Description: ISQ's Infrastructure Private Equity Group offers its professionals the chance to work in all aspects of infrastructure investing. Summer Analysts can expect to work on several transactions at one time, and are involved with the development, structuring and financing of transactions and regularly attend both external and internal meetings, negotiations, due diligence sessions, and take an active role in working with portfolio companies and overseeing existing investments. Summer Analysts will have the opportunity to rotate across ISQ's investment and portfolio management teams, including Asset Management, Credit and InfraTech (early-stage technology infrastructure venture investing). High performing Summer Analysts may be offered a full-time role based on hiring needs. Responsibilities: • Evaluate and execute infrastructure private equity investments • Perform in-depth market research • Perform financial modelling and valuation analyses of prospective investment opportunities across various infrastructure verticals, including energy (e.g., renewables and utilities), transportation & logistics (e.g., ports, airports, toll roads, and railroads), digital infrastructure (e.g., data centers, cell towers, and fiber), environmental (e.g., water/waste) and social infrastructure • Perform extensive due diligence on each transaction, including travelling to prospective target companies, meeting with management, coordinating with various advisors, and formulating the investment strategies and business plans. • Prepare written analyses and evaluations of investment opportunities for the Investment Committee of I Squared Capital • Participate in execution of transactions and both internal and external client meetings. • Assist Dedicated Asset Teams in managing current investments, including analyzing potential add-on investments, refinancing opportunities, and exit opportunities. Qualifications: I Squared seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, responsible, have sound judgement, and have demonstrated excellence in prior endeavors. The successful candidate should: • Have a strong academic track record • Have strong analytical skills and be detail-oriented • Be able to work in a fast paced, dynamic environment and to handle multiple projects at a time • Be a self-starter with the ability to work effectively as part of a team • Have genuine interest in the infrastructure space • Be confident and self-aware with excellent interpersonal and communication skills, both written and verbal • Have a strong work ethic to persevere; genuine passion for excellence; results-oriented • Have personal and professional integrity To be considered for the Analyst Program, applicants must meet the following criteria: • Currently enrolled as an undergraduate student • Anticipated graduation date: Spring- Fall 2027/2029 • Resume must include expected graduation month/year and GPA • Resume must be in PDF format Location Miami, FL **Any unsolicited emails or LinkedIn messages to I Squared employees will result in rejection of your application. Interviews will begin the last week of October**

The Group Morningstar's Research group provides impartial ratings on stocks, funds, markets, and portfolios. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. We believe that our researchers are among the most respected in the industry, and that we offer original, influential, thoughtful, and unbiased research. We offer stimulating career paths and the opportunity to work alongside talented and collaborative teammates. The Role Our Equity Research team is looking for an Equity Analyst to cover a group of approximately 20 Industrial stocks in the packaging and construction materials industry. The candidate will have considerable freedom to pursue in-depth and original research, but should be comfortable utilizing a long-term, fundamental approach based on bottom-up, intrinsic valuation. The candidate will identify the drivers of a firm's value and be prepared to discuss how our views may differ from those of the market. Our methodology focuses on durable competitive advantage or "moats," and the candidate should be able to identify the presence of any moats for covered companies. Ultimately, our research should help our clients reach better investment conclusions and empower their success. This is a research and client-facing role based out of our Chicago office, but with flexible work arrangements. Expectations and Goals * Acquire a deep understanding of and outlook for covered companies and industries by gathering and interpreting relevant regulatory filings, reports, news, and data to create an investment mosaic. * Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model. * Regularly publish detailed company reports and in-depth notes aimed at a broad audience of investors. * Become an expert in Morningstar's Economic Moat Methodology by possessing a deep understanding of company moats and their sources. * Investigate and publish long-form research that yields insights for clients that are differentiated, substantiated, and clearly communicated. * Develop a network of relationships with industry experts and covered company representatives to enhance our research product and build Morningstar's brand and reputation. * Proactively surface attractive investment ideas internally and externally to support all products and clients, including collaboration with the Equity Research Sales team. * Promptly and diligently answer client inquiries regarding covered companies. * Support and contribute to the department's and a sector team's long-term initiatives, including collaboration with global colleagues, development of talent, and review of team member research. * Always act with impartiality and an 'investors first' attitude. Qualifications * Intelligence, energy, motivation, and a high degree of personal integrity. * Irrepressible curiosity, with an eagerness to dig deep and explore widely, but always with a healthy degree of skepticism. * Creativity, with a penchant for experimenting with new ways to approach questions. * Strong attention to detail. * Confidence in a stock call after diligent investigation and strong reasoning, but with humility to adapt that view as new information arrives. * Ability to communicate complex ideas clearly and succinctly. * Comfortable drawing conclusions amid incomplete information and under tight deadlines. * Collaborative mindset and capable of both respectfully accepting and providing constructive feedback. Willingness to consider diverse points of view. * Bachelor's degree; CFA designation and/or MBA preferred. * Three plus years of relevant experience either in equity research or industry. * Sound discounted cash flow modeling and financial statement analysis skills. Advanced Excel proficiency is expected. Please submit a resume, cover letter, and prior investment recommendation with your application materials. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $114,100.00 - 193,975.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 036_MstarResearchLLC Morningstar Research Services LLC Legal Entity

The Group Morningstar's Research group provides impartial ratings on stocks, funds, markets, and portfolios. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. We believe that our researchers are among the most respected in the industry, and that we offer original, influential, thoughtful, and unbiased research. We offer stimulating career paths and the opportunity to work alongside talented and collaborative teammates. The Role Our Equity Research team is looking for an Equity Analyst to cover a group of approximately 20 Industrial stocks in the packaging and construction materials industry. The candidate will have considerable freedom to pursue in-depth and original research, but should be comfortable utilizing a long-term, fundamental approach based on bottom-up, intrinsic valuation. The candidate will identify the drivers of a firm's value and be prepared to discuss how our views may differ from those of the market. Our methodology focuses on durable competitive advantage or “moats,” and the candidate should be able to identify the presence of any moats for covered companies. Ultimately, our research should help our clients reach better investment conclusions and empower their success. This is a research and client-facing role based out of our Chicago office, but with flexible work arrangements. Expectations and Goals Acquire a deep understanding of and outlook for covered companies and industries by gathering and interpreting relevant regulatory filings, reports, news, and data to create an investment mosaic. Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model. Regularly publish detailed company reports and in-depth notes aimed at a broad audience of investors. Become an expert in Morningstar's Economic Moat Methodology by possessing a deep understanding of company moats and their sources. Investigate and publish long-form research that yields insights for clients that are differentiated, substantiated, and clearly communicated. Develop a network of relationships with industry experts and covered company representatives to enhance our research product and build Morningstar's brand and reputation. Proactively surface attractive investment ideas internally and externally to support all products and clients, including collaboration with the Equity Research Sales team. Promptly and diligently answer client inquiries regarding covered companies. Support and contribute to the department's and a sector team's long-term initiatives, including collaboration with global colleagues, development of talent, and review of team member research. Always act with impartiality and an ‘investors first' attitude. Qualifications Intelligence, energy, motivation, and a high degree of personal integrity. Irrepressible curiosity, with an eagerness to dig deep and explore widely, but always with a healthy degree of skepticism. Creativity, with a penchant for experimenting with new ways to approach questions. Strong attention to detail. Confidence in a stock call after diligent investigation and strong reasoning, but with humility to adapt that view as new information arrives. Ability to communicate complex ideas clearly and succinctly. Comfortable drawing conclusions amid incomplete information and under tight deadlines. Collaborative mindset and capable of both respectfully accepting and providing constructive feedback. Willingness to consider diverse points of view. Bachelor's degree; CFA designation and/or MBA preferred. Three plus years of relevant experience either in equity research or industry. Sound discounted cash flow modeling and financial statement analysis skills. Advanced Excel proficiency is expected. Please submit a resume, cover letter, and prior investment recommendation with your application materials. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $114,100.00 - 193,975.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 036_MstarResearchLLC Morningstar Research Services LLC Legal Entity

About Bridgewater Br About the Asia Strategies Team The goal of the Asia Strategies team is to create industry-leading portfolios and investment thinking in Asia, helping investors navigate the changing geopolitical and macroeconomic paradigm. This entails growing deep regional expertise, generating alpha in Asian markets, researching and publishing our understanding of the macroeconomic environment, and designing portfolio solutions to help our clients invest across the region. Bridgewater has a long history as an asset manager in Asia. It started when our founder, Ray Dalio, first visited China in 1984, and we have been trading Asian markets since 1992. Asian markets have always been a core part of our global macro investment strategies, and Asian economies feature prominently in the research we have published on debt cycles and the changing world order. Bridgewater has offices in only two places - the US and Asia - reflecting the region's strategic importance. Our first Asia-focused fund, launched in 2018, is now among the largest private funds in China. About Your Role As a China Policy AI Research Associate, you will help deepen Bridgewater's understanding of China's policy landscape as it informs asset markets & economies. You will analyze government policies and regulatory developments that help shape China's strategy and its implications for global markets. You will leverage AI tools and large language models (LLMs) to collect, translate, extract information and synthesize Chinese-language policy materials and data sources. Working closely with Bridgewater's research and engineering teams, you will refine how these tools are used to extract insight and identify emerging trends, applying them to predict how the machine works, and what will happen in economies & asset markets. You will drive the following responsibilities: Analyze China's policy landscape as it informs asset markets & economies Source, translate, and interpret Chinese-language policy documents, data, and media sources Use AI tools and LLMs to organize, summarize, and extract insights from unstructured data Track developments in China's government policy framework Collaborate with research and engineering teams to enhance Bridgewater's internal AI-driven research capabilities. Build structured datasets, identify emerging trends, and generate insights that inform investment and policy research. Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here. Position Requirements We are looking for candidates who combine deep regional and policy knowledge with strong technical curiosity and analytical rigor. Minimum Qualifications Fluent in Mandarin (reading, writing, and professional communication) Strong understanding of China's government structure, policy process, and AI ecosystem Familiarity with how large language models (LLMs) work and how they are trained or fine-tuned Ability to engineer prompts, and deploy models in the service of the goal Proven ability to work effectively with research, engineering, and data science teams Bachelor's or advanced degree in a relevant field In addition, to succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence. Physical Requirements The anticipated onsite requirement for this role is four days per week at our New York City campus. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential. Compensation Band The expected annual base salary for this position is $160,000-$225,000. The total compensation package includes variable compensation in the form of a discretionary target bonus. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer

Job DescriptionPOSITION RESPONSIBILITIES Healthpeak's Summer Analyst Program offers ambitious undergraduate students a unique opportunity to gain hands-on experience within our Investments team. Over the course of 10 weeks, analysts will develop a strong foundation in life science, medical office, and senior housing real estate investing, financial modeling, valuation, and underwriting, with exposure to a wide range of institutional real estate transactions across acquisitions, dispositions, developments, redevelopments, and portfolio management. Summer Analysts will be fully integrated into the Investments team and will work alongside senior professionals who have backgrounds in real estate private equity, investment banking, and strategy. The program also includes structured training, mentorship, and the opportunity to contribute to real, high-impact investment decisions in the rapidly growing life science, medical office, and senior housing sectors. Responsibilities include, but are not limited to: Assisting in the evaluation and execution of new investment opportunities, including acquisitions, dispositions, developments, redevelopments, and structured transactions (e.g., joint ventures, preferred equity, real estate debt) Performing underwriting and cash flow analysis across a variety of deal types Building and refining financial models in Excel and Argus Supporting due diligence efforts and market research initiatives Preparing materials for internal investment committee meetings and presentations to senior leadership, including the Board of Directors Collaborating cross-functionally with asset management, development, legal, and finance teams Contributing to strategic special projects and portfolio reviews POSITION REQUIREMENTS A target start in June 2026, which will seek to align with candidates' academic calendar Current Juniors, graduating between December 2026 and June 2027, currently pursuing a Bachelor's degree from an accredited college or university Preferred majors include Business, Real Estate, Finance, Economics, Accounting, Mathematics or other fields or other majors/experience where the candidate can easily demonstrate quantitative analytical experience Working knowledge of Microsoft Office Suite (Word, PowerPoint, etc.) with an emphasis on knowledge and experience with Excel Strong written and oral communication skills, interpersonal skills, and ability to work with others Ability to manage multiple priorities in a fast-paced, dynamic environment Ability to travel to various property tours across the country Paid Internship - Non-Exempt - $30/hour Powered by JazzHR 3VSMVgriw8

RESPONSIBILITIES Healthpeak's Summer Analyst Program offers ambitious undergraduate students a unique opportunity to gain hands-on experience within our Investments team. Over the course of 10 weeks, analysts will develop a strong foundation in life science, medical office, and senior housing real estate investing, financial modeling, valuation, and underwriting, with exposure to a wide range of institutional real estate transactions across acquisitions, dispositions, developments, redevelopments, and portfolio management. Summer Analysts will be fully integrated into the Investments team and will work alongside senior professionals who have backgrounds in real estate private equity, investment banking, and strategy. The program also includes structured training, mentorship, and the opportunity to contribute to real, high-impact investment decisions in the rapidly growing life science, medical office, and senior housing sectors. Responsibilities include, but are not limited to: * Assisting in the evaluation and execution of new investment opportunities, including acquisitions, dispositions, developments, redevelopments, and structured transactions (e.g., joint ventures, preferred equity, real estate debt) * Performing underwriting and cash flow analysis across a variety of deal types * Building and refining financial models in Excel and Argus * Supporting due diligence efforts and market research initiatives * Preparing materials for internal investment committee meetings and presentations to senior leadership, including the Board of Directors * Collaborating cross-functionally with asset management, development, legal, and finance teams * Contributing to strategic special projects and portfolio reviews POSITION REQUIREMENTS * A target start in June 2026, which will seek to align with candidates' academic calendar * Current Juniors, graduating between December 2026 and June 2027, currently pursuing a Bachelor's degree from an accredited college or university * Preferred majors include Business, Real Estate, Finance, Economics, Accounting, Mathematics or other fields or other majors/experience where the candidate can easily demonstrate quantitative analytical experience * Working knowledge of Microsoft Office Suite (Word, PowerPoint, etc.) with an emphasis on knowledge and experience with Excel * Strong written and oral communication skills, interpersonal skills, and ability to work with others * Ability to manage multiple priorities in a fast-paced, dynamic environment * Ability to travel to various property tours across the country * Paid Internship - Non-Exempt - $30/hour

RESPONSIBILITIES Healthpeak's Summer Analyst Program offers ambitious undergraduate students a unique opportunity to gain hands-on experience within our Investments team. Over the course of 10 weeks, analysts will develop a strong foundation in life science, medical office, and senior housing real estate investing, financial modeling, valuation, and underwriting, with exposure to a wide range of institutional real estate transactions across acquisitions, dispositions, developments, redevelopments, and portfolio management. Summer Analysts will be fully integrated into the Investments team and will work alongside senior professionals who have backgrounds in real estate private equity, investment banking, and strategy. The program also includes structured training, mentorship, and the opportunity to contribute to real, high-impact investment decisions in the rapidly growing life science, medical office, and senior housing sectors. Responsibilities include, but are not limited to: Assisting in the evaluation and execution of new investment opportunities, including acquisitions, dispositions, developments, redevelopments, and structured transactions (e.g., joint ventures, preferred equity, real estate debt) Performing underwriting and cash flow analysis across a variety of deal types Building and refining financial models in Excel and Argus Supporting due diligence efforts and market research initiatives Preparing materials for internal investment committee meetings and presentations to senior leadership, including the Board of Directors Collaborating cross-functionally with asset management, development, legal, and finance teams Contributing to strategic special projects and portfolio reviews POSITION REQUIREMENTS A target start in June 2026, which will seek to align with candidates' academic calendar Current Juniors, graduating between December 2026 and June 2027, currently pursuing a Bachelor's degree from an accredited college or university Preferred majors include Business, Real Estate, Finance, Economics, Accounting, Mathematics or other fields or other majors/experience where the candidate can easily demonstrate quantitative analytical experience Working knowledge of Microsoft Office Suite (Word, PowerPoint, etc.) with an emphasis on knowledge and experience with Excel Strong written and oral communication skills, interpersonal skills, and ability to work with others Ability to manage multiple priorities in a fast-paced, dynamic environment Ability to travel to various property tours across the country Paid Internship - Non-Exempt - $30/hour

The Program: At Morningstar, we seek individuals who are smart, creative, hard-working, curious, and passionate about their work. We built the Morningstar Development Program to prepare recent college graduates for successful, long-term careers at Morningstar. Throughout this two-year program, you will be placed in a cohort where you'll receive ongoing career development, networking, mentoring, training opportunities, apprenticeship program opportunities, and exposure to different areas of the business to help you succeed. About the role: Morningstar's Research group provides impartial ratings on stocks, funds, markets, and portfolios. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. We believe that our researchers are among the most respected in the industry, and that we offer original, influential, thoughtful, and unbiased research. We offer stimulating career paths and the opportunity to work alongside talented and collaborative teammates. Our Equity Research team is looking for a highly motivated Associate Equity Analyst to facilitate coverage of stocks on a sector team. The Associate will have opportunities to contribute materially to topical and thematic research, and substantially assist with coverage on a variety of firms in the sector. Expectations or Goals Acquire a deep understanding of the companies and industries your team covers by gathering and interpreting relevant research, news, and data. Build modeling expertise by helping your teammates develop and maintain company and industry models. Develop high proficiency with Morningstar's equity research methodologies and disciplines relevant to equity research, including financial statement analysis and corporate finance. Support your team's efforts to publish timely and insightful research updates aimed at broad audience of investors. Collaborate with teammates on “deep dive” research that is differentiated, substantiated, and clearly communicated. Sharpen your awareness of behavioral biases and embody an “investors first” mindset at all times. Location: Chicago Start Date: July 6th 2026 What We Look For: Between 0-2 years of professional work experience. A Bachelor's degree completed no later than May 2026. All majors welcome. Highly motivated to succeed in a stimulating environment. Irrepressible curiosity, with an eagerness to dig deep and explore widely. Creativity, with a penchant for experimenting with new ways to approach questions and puzzles. High personal standards for thoroughness and attention to detail. Strong reasoning skills. Ability to communicate complex ideas clearly and succinctly. Progress toward CFA designation and/or MBA preferred. Comfortable drawing conclusions amid incomplete information and under tight deadlines. Collaborative mindset, capable of respectfully accepting and providing constructive feedback. Must possess unrestricted right to work in the U.S. in this position A resume is to apply. **Please be sure to include the word "Resume" in the file name of the resume you upload Total Cash Compensation Target 91,300 USD Inclusive of annual base salary and target incentive Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.