Associate Financial Advisor
Finance analyst job in Greenwich, NY
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 2 Church St, Greenwich, NY
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $68900.00
Hiring Maximum: $73300.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Entry Level Operations Analyst(Recent Grad needed and need Local Candidate)
Finance analyst job in Cohoes, NY
Job Opportunity: Entry Level Operations Analyst
Pay Rate:$20-21.63/hour
Responsibilities
Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.
Coordinate and process team specific tasks as requested by the business.
Perform quality reviews of other team members completed work and ensure data accuracy.
Work across multiple systems and platforms.
Interface with teams and businesses resolve on-going issues and answer specific policy questions.
Provide support and work on special projects as requested.
Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.
Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.
Skills:
Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, and Outlook
Advanced knowledge of Excel preferred
Sound judgment and outstanding attention to detail
Proven analytical skills and problem solving ability
Superior written and verbal communication skills
Ability to work collaboratively with all levels of the organization
Flexible and able to work well under pressure in a team environment
Self-motivated
Excellent time management and organizational skills
Ability to multi-task
Keywords:
Education: Bachelor's Degree Preferred - Concentration in Finance or Business
Benefits Info
Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
Finance Manager
Finance analyst job in Hudson, NY
We are located in Hudson, NY and we are a widely-known healthcare company that has been serving the area for over 50 years! We have a collective goal/initiative to improve healthcare and genuinely enjoy the work we do. We also have an excellent benefits package and pride ourselves in a great work-life balance.
Position Overview
The Finance Manager will oversee the financial operations of the organization, ensuring the integrity of financial reporting and compliance with regulations. This role involves managing financial planning, budgeting, and forecasting, while also providing strategic guidance to optimize financial performance in the healthcare sector.
Key Responsibilities
Develop and manage the annual budget process, including revenue projections and expense management.
Prepare and present financial reports to senior management and stakeholders, ensuring accuracy and compliance with healthcare regulations.
Monitor and analyze financial performance, identifying trends and providing actionable insights to improve financial health.
Manage accounts receivable and accounts payable processes to ensure timely collection of payments and accurate payment processing.
Collaborate with department heads to develop and implement effective financial strategies and capital budget plans.
Ensure compliance with Medicare and other regulatory financial requirements, including the preparation of cost reports.
Lead financial audits and liaise with external auditors to ensure compliance and transparency.
Qualifications
Bachelor's degree in Finance, Accounting, or related field; Master's degree or CPA is a plus.
Minimum of 5 years of experience in financial management, preferably within the healthcare sector.
Strong understanding of financial reporting, budgeting, and forecasting in a healthcare environment.
Proficiency in financial software and systems, experience with Meditech is a plus.
Excellent analytical skills with the ability to interpret complex financial data and trends.
Strong communication and leadership skills, capable of working with cross-functional teams.
Benefits
Medical
Dental
Vision
401k
PTO
Email Your Resume In Word To
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
matt.bailey@cybercoders.com
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : MB6-1854757 -- in the email subject line for your application to be considered.***
Matt Bailey - Manager of Client Development
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
This job was first posted by CyberCoders on 05/30/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
Private Client Financial Advisor - Albany, NY
Finance analyst job in Clifton Park, NY
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyJunior Analyst
Finance analyst job in Albany, NY
Old Dominion Strategies (ODS) is a professional services firm supporting the U.S. Department of Homeland Security and its components through mission-focused program management, administrative, and technical services. Since 2019, ODS has partnered with the Federal Protective Service (FPS) nationwide, delivering reliable, efficient, and responsive support to advance FPS's mission to protect federal facilities, personnel, and visitors.
Job Summary:
The Junior Analyst provides administrative and analytical support to FPS Region 2 program offices, assisting with contract administration, data management, and operational reporting in support of the Protective Security Officer (PSO) Program and regional operations.
Location: District 3 Office - 11A Clinton Avenue, Albany, NY
Responsibilities/Duties:
Support the Protective Security Officer (PSO) Program through data entry, report preparation, and document management.
Assist with requisition preparation, invoice tracking, and administrative audits.
Collect, compile, and analyze data for operational and performance reports.
Perform general administrative tasks including correspondence, scheduling, and file management.
Provide assistance to CORs and other task managers on daily operational activities.
Track contract compliance and funding actions, ensuring all deadlines are met.
Support program documentation, timekeeping, and recordkeeping requirements.
Assist with correspondence, performance tracking, and database management related to FPS regional operations.
Qualifications:
Minimum of 2 years of administrative or analytical support experience.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Strong written and verbal communication skills.
Ability to manage multiple priorities and meet deadlines.
Experience in federal contracting or government support environments preferred.
Ability to work independently and as part of a team.
Must be a U.S. citizen and able to obtain and maintain a DHS suitability determination and HSPD-12 PIV card.
Completion of DHS-required E-Verify and annual Privacy and Security Awareness Training.
Education/Certifications:
High School Diploma or Technical Training (required).
Associate Degree preferred.
Benefits and Perks:
Medical / Vision and Dental Plans
Holiday and Personal Time Off Pay
401K plan
Life Insurance
Education and Training Assistance Program (discussed during the on boarding process)
Incentive Plans and Referral Bonuses
Employee Assistance Programs
Old Dominion Strategies is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Auto-ApplyJunior Analyst
Finance analyst job in Albany, NY
Job DescriptionJunior Analyst Cetechs is seeking Junior Analyst to support The Federal Protective Service Region 2 to provide comprehensive administrative and operational support to various branches within the regional offices. Position will support the Regional Director, Deputy Regional Director, and regional branch offices in fulfilling the FPS mission.
Branche: District 3 Office
Location: 11 A Clinton Avenue Albany, NY 12207
Desired Education and Experience
Desired Education: Associate degree (Business, Management, or related field preferred)
Desired Experience: 2-3 years of relevant administrative or analytical experience
Minimum Requirements: High school diploma or technical training with at least 2 years of professional experience
Key Responsibilities
Analytical and Administrative Support
Plan and deliver analytical support across facilitation, training, methodology development, business management techniques, and organizational evaluation.
Maintain confidentiality and accuracy in data analysis and reporting.
Provide recommendations for process improvement based on government and industry best practices.
Front Office Support
Prepare, review, and edit correspondence, memorandums, meeting minutes, and other official communications.
Collect and compile operational data and prepare reports for management.
Track and execute actions using the Correspondence Analyst Task Tracker (CATT) system.
Support performance management activities in the USA Performance Management System.
Conduct analyses of operational information stored in the Law Enforcement Information Management System (LEIMS).
PSO Program Support
Coordinate with regional CORs, PSOs, and Task Managers to support program operations.
Prepare cost estimates, requisitions (G514) in FFMS, and Security Work Authorizations (SWAs).
Review vendor timesheets and invoices for accuracy, track contract funding, and manage documentation to prevent service lapses.
Assist with contract closeouts, performance monitoring, and training/licensing tracking for PSO staff.
Support administrative audits and compile performance monitoring meeting data.
Operational Support
Track, compile, and maintain records related to prohibited items, post visits, vehicle operations, incident reports (DHS Form 3155), and supply expenditures.
Assist with official travel, payroll reports, and Time & Attendance (WebTA) submissions.
Support training and equipment inventory tracking for federal law enforcement staff.
General Office Support
Handle reception duties including greeting visitors, verifying credentials, and managing phone calls and mail distribution.
Maintain office records and phone contact listings.
Provide general administrative assistance to ensure efficient daily operations.
Skills and Competencies
Strong analytical and organizational skills.
Excellent written and verbal communication.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and database systems.
Attention to detail and ability to manage multiple priorities simultaneously.
Experience with federal systems such as FFMS, LEIMS, or WebTA is a plus.
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Junior Analyst
Finance analyst job in Albany, NY
Old Dominion Strategies (ODS) is a professional services firm supporting the U.S. Department of Homeland Security and its components through mission-focused program management, administrative, and technical services. Since 2019, ODS has partnered with the Federal Protective Service (FPS) nationwide, delivering reliable, efficient, and responsive support to advance FPS's mission to protect federal facilities, personnel, and visitors.
Job Summary:
The Junior Analyst provides administrative and analytical support to FPS Region 2 program offices, assisting with contract administration, data management, and operational reporting in support of the Protective Security Officer (PSO) Program and regional operations.
Location: District 3 Office - 11A Clinton Avenue, Albany, NY
Responsibilities/Duties:
* Support the Protective Security Officer (PSO) Program through data entry, report preparation, and document management.
* Assist with requisition preparation, invoice tracking, and administrative audits.
* Collect, compile, and analyze data for operational and performance reports.
* Perform general administrative tasks including correspondence, scheduling, and file management.
* Provide assistance to CORs and other task managers on daily operational activities.
* Track contract compliance and funding actions, ensuring all deadlines are met.
* Support program documentation, timekeeping, and recordkeeping requirements.
* Assist with correspondence, performance tracking, and database management related to FPS regional operations.
Qualifications:
* Minimum of 2 years of administrative or analytical support experience.
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
* Strong written and verbal communication skills.
* Ability to manage multiple priorities and meet deadlines.
* Experience in federal contracting or government support environments preferred.
* Ability to work independently and as part of a team.
* Must be a U.S. citizen and able to obtain and maintain a DHS suitability determination and HSPD-12 PIV card.
* Completion of DHS-required E-Verify and annual Privacy and Security Awareness Training.
Education/Certifications:
* High School Diploma or Technical Training (required).
* Associate Degree preferred.
Benefits and Perks:
* Medical / Vision and Dental Plans
* Holiday and Personal Time Off Pay
* 401K plan
* Life Insurance
* Education and Training Assistance Program (discussed during the on boarding process)
* Incentive Plans and Referral Bonuses
* Employee Assistance Programs
Old Dominion Strategies is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Analyst, Warehouse Administration & Finance Operations-Execution
Finance analyst job in Albany, NY
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This position will have responsibility for performing day-to-day operational activities of the Warehouse Financing business and its clients. Customer relations focus with SitusAMC business partners and their clients.
Essential Job Functions:
+ Manage and monitor the day-to-day execution of client and lending partner needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements,
+ Provide direct operational support with the use of technical and operational solutions for external clients and lending partners
+ Develop and maintain relationships with clients and their lending partners.
+ Create, participate, and provide feedback in prospective client presentations
+ Performing tasks and reporting related to warehouse financing in ProMerit
+ Professional and timely communication with clients via conference calls, zooms and email
+ Coordinate meetings, send out meeting planners and take notes on calls
+ Analyze and process client requests in a timely manner and meet deadlines
+ Recommend process improvements to streamline operations and enhance efficiency
+ Liaise with offshore resources to ensure seamless coverage of all client requirements
+ Collaborate with marketing team to prepare materials for external distribution
+ Support ad-hoc projects and other activities as may be assigned by your manager
Qualifications/ Requirements:
+ Bachelor's degree or equivalent from four-year College or technical school or equivalent combination of education and experience
+ Entry level professional with 0-2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent.
+ 2 plus years related industry experience and/or training preferred, highly regulated
+ Knowledge of the Warehouse Financing Solutions line of business; including use and support of the ProMerit technology platform, warehouse financing operational activities, client services, presentation skills & ability to take on other strategic initiatives
+ Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation
+ Proficient skills and working knowledge in MS Excel (e.g. calculations, vlookup, pivot tables, etc.) PowerPoint, Word, WLS and ProMerit, ADO
+ Self-motivated, adapts to changes in the work environment, manages time with competing demands, able to deal with frequent change, delays, or unexpected events
+ Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops creative or alternative solutions; demonstrates attention to detail; works well in group problem solving situations; uses reason even when dealing with emotional topics
+ Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; ability to think critically; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively; adapts to new technologies
+ Effectively expresses ideas and thoughts verbally and in written form; exhibits good listening and comprehension; communicates changes and progress; keeps others adequately informed; selects and uses appropriate communication methods; manages difficult or emotional situations
+ Ability to work in a highly regulated industry with adherence to internal and external compliance requirements related to AML, funds transfer policies, client confidentiality and data security.
\#LI-MS1 #LI-REMOTE
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$50,000.00 - $80,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision (******************************************************************************************************
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (***********************************************************************************************
Financial Analyst
Finance analyst job in Albany, NY
TITLE: Financial Analyst
REPORTS TO: Vice President - Financial Planning & Reporting
CLASSIFICATION: Full Time, Exempt
PAY GRADE: EX 55 ($60,405 - $85,000 per year)
AVAILABILITY: Monday - Friday 8:30am - 5:00pm
Position Summary:
Responsible for performing a variety of financial reporting and accounting tasks, this position is primarily focused on the preparation of various financial and regulatory reports, including quarterly and annual SEC filings, as well as support various accounting functions as part of the broader accounting team.
Key Responsibilities:
Collaborates in the preparation of SEC filings, including forms 10-K, 10-Q , 11-K, 8-K, and proxy statement for Pioneer Bancorp, Inc. Assists in the preparation of earnings release, financial statement, and management discussion and analysis disclosures.
Assist in the preparation of internal and external reports, including financial analysis and presentation materials.
Collaborate with the broader accounting team to assist in the monthly, quarterly and annual accounting close activities.
Responsible for the preparation of the allowance for credit losses estimates including maintaining adequate documentation in line with US GAAP and Pioneer's policy.
Assist with the documentation and maintenance of accounting and reporting policies and procedures.
Assist in researching and the application of US GAAP and SEC reporting requirements.
Assist in maintaining a strong internal control environment and ensuring proper documentation of the internal control process over financial reporting. Assist with providing audit support documentation to internal and external auditors.
Collaborate in the development of financial forecasts and budgets and assist in researching and reporting on financial results and business trends.
Contribute to various projects including process improvement initiatives and merger & acquisition financial integration and reporting.
Performs other duties as may be requested, including ad hoc requests and special projects.
Qualifications & Competencies:
Education & Experience
Bachelor's degree Accounting or Finance required.
Two or more years of recent accounting experience preferred.
Certified Public Accountant license preferred.
Knowledge of principles of accounting and finance required.
Core Skills & Attributes
Excellent oral and written communication skills (in the English language).
Strong interpersonal skills with the ability to collaborate effectively in a team environment.
Ability to professionally represent Pioneer to outside business and/or customer contacts.
Strong administrative, organizational and time management skills to be able to manage multiple priorities.
Must be an enthusiastic, positive leader and a productive team player.
Strong analytical, program-solving, and decision-making skills.
Proficiency in software such as Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
Auto-ApplyTreasury & Portfolio Finance Analyst (LH BPO)
Finance analyst job in Day, NY
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Treasury & Portfolio Finance Analyst
Location: Palm Beach Gardens, FL or New York, NY
SS&C, through our partnership with Lighthouse Investment Partners, LLC is seeking a highly motivated and experienced Treasury & Portfolio Finance Analyst to join our Portfolio Finance team. This individual will play a critical role in managing daily treasury operations, engaging with counterparties, and supporting the firm's funding and securities lending activities across our managed account portfolios.
Why You Will Love It Here!
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What you Will Get to Do:
Oversee daily treasury functions, including margin, financing, and cash management across managed accounts.
Serve as the primary point of contact with Prime Brokers, FCMs, and counterparties for margin and funding discussions.
Coordinate with internal Lighthouse teams on fund set-up and capital deployment requirements.
Lead the development and implementation of an internal securities lending infrastructure for PMs.
What You Will Bring:
5-8 years of experience in a Prime Brokerage, Clearing firm, or hedge fund environment.
Strong background in margin, financing, securities lending, and client service.
Experience supporting hedge fund launches and fund onboarding.
Solid understanding of margin and funding mechanics across asset classes.
Demonstrated collaborative approach and ability to work effectively across teams
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ***********************
#LI-HW1 #LI-HYBRID
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.NY: Salary range for the position: 60000 USD to 130000 USD.
Auto-Apply(2027 Bachelor's/Master's graduates) Accounting/Business/Finance Consulting Analyst/Associate Intern (Summer 2026)
Finance analyst job in Day, NY
If your background is in Accounting, Business, or Finance, learn more about internship opportunities at Charles River Associates!
Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations, and governments around the world. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues. Since 1965, clients have engaged CRA for its combination of industry experience and rigorous, fact-based analysis that provide clients with clear, implementable solutions to complex business concerns.
Practices seeking to hire candidates with this profile include (hiring locations listed):
Finance (Chicago, Boston)
Our Finance experts work on valuation issues (shareholder class actions and other corporate valuation disputes), as well as matters focused on the functioning of financial markets and institutions (alleged market manipulation and insider trading).
Forensic Services - Forensic Accounting (Boston, Chicago)
Our Forensic Services practice uses cross-trained forensic professionals to assist companies and their counsel in independently responding to allegations of fraud, waste, abuse, misconduct, and non-compliance.
Intellectual Property (Houston, New York)
Our Intellectual Property team provides expert witness testimony regarding economic damages as well as non-litigation consulting services including valuation and compliance for all types of intellectual property to assist clients in achieving their strategic and financial objectives.
Learn more about our work by reviewing our Services and Industries on our website.
Position Overview
Our Summer Analyst/Associate Internship program mirrors the analyst experience to give you an understanding of our business and experience project work at Charles River Associates. Throughout the 8-10 week program, Analyst/Associate Interns work alongside senior colleagues to deliver live client consulting projects within the practice area. Along the way, you'll benefit from professional development and wellness support programs, social events to connect you with peers and a collegial work environment. Successful interns will be offered a full-time position following graduation.
During the internship program, you may work on many aspects of a project:
Work alongside, and in a collaborative environment with, talented and diverse colleagues, including PhD-trained economists, finance and accounting professionals (CFAs and CPAs), and valuation experts;
Conduct economic and industry research while analyzing client materials to build an understanding of a case's issues;
Perform/develop financial and economic analyses or valuation models to support case theories and present those results to colleagues and clients;
Program, build models, and perform regression analyses using languages such as Excel, Stata, R, Python, SQL, or SAS;
Investigate accounting irregularities and respond to allegations of fraud, misconduct, waste, and abuse;
Use your accounting and financial skills to prepare analyses of financial data, including financial models, for litigation and expert reports and testimony;
Investigate and analyze financial evidence, including financial records and transactions, to identify trends and anomalies, and clearly and concisely organize and summarize your findings;
Leverage your database skills to effectively analyze large data sets;
Communicate with team members, clients, and other professionals, to share investigative and analytical findings, and assist with the drafting of written reports to summarize procedures performed and findings.
Check out our blog about
a typical day at CRA
and how you can make an
impact
!
Desired Qualifications
Bachelor's or Master's degree candidates graduating in December 2026/Summer 2027 with an academic focus in Accounting, Business, Finance, or a related area;
Solid working knowledge of finance, accounting, and economic methodologies;
Command of a broad range of research and quantitative analysis skills (including strong Excel skills);
Familiarity with generally accepted accounting principles, corporate governance, and regulatory environments;
Experience in gathering, standardizing, and analyzing voluminous transactional data;
Experience in data analysis and intelligence gathering, including querying and mining large data sets to discover transaction patterns, examining financial data, and filtering for targeted information;
Curious and analytical thinkers who bring creative approaches to non-standard problems;
Effective written and oral communication skills;
Demonstrated high level of initiative and leadership;
Strong teamwork and collaboration capabilities;
Excellent time management and task prioritization skills;
Clear and demonstrated interest in consulting through coursework, work experience, activities, or attendance at CRA recruiting events.
To Apply
To be considered for a position in the United States, we require the following:
Resume - please include current address, personal email and telephone number;
Cover letter - please describe your interest in CRA and how this role matches your goals. Also, please note if you have interest in a particular practice and/or a location preference;
Transcript - may be unofficial.
If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs.
Please also note that candidate resume review will commence October 15, and continue on a rolling basis until positions are filled.
Career Growth and Benefits
CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities.
We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers.
Work Location Flexibility
CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently ask that individuals spend 3 to 4 days a week on average working in the office (which may include traveling to another CRA office or to a client's location), with specific days determined in coordination with your practice or team.
Our Commitment to Equal Employment Opportunity
Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law.
The city of New York, the District of Columbia, and the state of California require CRA to include a good-faith estimate of the wage range for this role. This range is specific to individuals applying to work in our New York, California, and Washington DC offices and considers several factors including but not limited to experience, education level, and expertise. A good-faith estimate of the base wage range for this role is $30 - $36 per hour; actual total compensation may also include benefits and bonus.
Auto-Apply2026 Investment Banking Summer Associate - Energy, Infrastructure & Transition
Finance analyst job in Day, NY
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
About Our Group
CIBC is a leading North American financial institution with over 48,000 employees globally and assets of ~$700 billion. CIBC Capital Markets provides a wide range of investment banking, global markets, credit, and research products and services to institutional, corporate, and government clients in North America and in key markets around the world. CIBC Capital Markets employees work in highly disciplined cross-functional teams to leverage industry knowledge and deliver innovative advisory expertise and capital solutions across a wide range of sectors.
The Energy, Infrastructure, & Transition (“EIT”) Investment Banking practice serves clients in the renewable energy and energy transition, conventional power, utility, infrastructure, midstream, and upstream energy sectors throughout North America, Europe, Latin America, Asia, and Australia. The EIT Investment Banking team primarily acts as M&A advisor (sellside and buyside) to our clients. We partner closely with our colleagues in corporate banking / project finance, debt capital markets, and equity capital markets, as well as our desks providing interest rate, currency, and commodity hedging solutions. EIT manages a market leading platform from our offices in New York, Houston, Toronto, Calgary, London, and Bogotá.
The team's coverage mandate includes the following sectors, among others: renewables (including solar, onshore wind, offshore wind and hydro), battery storage, climate tech and energy transition technologies, conventional power generation, regulated utilities, infrastructure (including toll roads and bridges, seaports, light and heavy rail, airports, and other energy critical infrastructure). EIT is committed to supporting CIBC's clients as they navigate the energy transition from carbon-intensive fuels to sustainable solutions, and impacts this transition will have on connected industries.
CIBC is the #2 North American Renewables and Power M&A Advisor since 2020 by gross deal value (#1 by number of transactions closed), per Inframation, and was named North American Financial Advisor of the Year in 2023 and North American ESG Financial Advisor of the Year in 2022 by IJGlobal.
What You'll Be Doing
The EIT Summer Associate will work with Managing Directors, Executive Directors, Directors, Associates and Analysts to expand the presence of CIBC Capital Markets in our focus sectors. The Summer Associate will provide financial modeling, analytical, structuring, research and transaction support to senior professionals in the group and will assist with the execution of transactions. The Summer Associate will be trained to maintain an awareness of our clients, industry, regulatory issues and relevant economic/political trends.
How You'll Succeed
Conducts financial analysis related to M&A transactions and financings
Assists in preparing client presentations / pitches
Conducts research and collects information to assist in the identification and analysis of potential M&A and financing transactions
Organizes presentations to potential clients, assisting in the development of presentation information
Liaises with other units of CIBC in preparing client materials
Ensures that recommendations and opinions offered to clients are in compliance with legislation and at all times maintains the professional standards and policies of CIBC
Who You Are
MBA students in Business, Economics, Engineering or related discipline who will be graduating in 2027
Knowledge of corporate finance as well as the renewables & power, utilities, infrastructure, and/or energy transition industries through education and/or experience
Strong technical, computational and quantitative skills, including proficiency with Microsoft Office (mainly Excel, PowerPoint, Outlook, and Word)
Financial analysis skills (financial modeling training and/or experience viewed as a strong differentiator) and understanding of financial statements and accounting principles a must
Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including cash flow analysis
Strong interest in and knowledge of financial markets and the renewables & power, utilities, infrastructure, and/or energy transition sectors
Excellent attention to detail and ability to multi-task under tight deadlines
Results oriented, self-motivated, assertive, eager to learn and develop new skills
Proven ability to contribute to high performing teams in both lead and supporting roles
Well-developed organizational and time management skills in order to respond to shifting priorities on several simultaneous projects
Excellent interpersonal, presentation, oral and written communication skills in order to convey complex factual and conceptual information to others and promote the interests of CIBC
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability
At CIBC, we offer a competitive total rewards package. This role has an expected salary of $175,000 (pro-rated for the 10-week internship program) for the New York, NY market based on experience, qualifications, and location of the position.
Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.
California residents - your privacy rights regarding your actual or prospective employment
#LI-TA
At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact **********************************
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Expected End Date
2026-08-07
Job Location
NY-300 Madison Ave., 8th Floor
Employment Type
Temporary (Fixed Term)
Weekly Hours
40
Skills
Accounting, Capital Markets, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking
Auto-ApplyRevenue Finance Analyst, Ads
Finance analyst job in Day, NY
xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates.
About the Role
The Revenue Financial Analyst II will play a critical role in supporting X and xAI's revenue performance by analyzing financial data, forecasting revenue trends, and providing actionable insights to optimize business performance. This role requires strong analytical skills, attention to detail, and the ability to collaborate cross-functionally to support strategic decisions as we grow into a hybrid ad + AI monetization business.
Responsibilities
Analyze advertising revenue trends to uncover growth opportunities, diagnose business challenges, and evaluate factors such as industry trends, quadrennial events, and product performance.
Develop and maintain quarterly and annual revenue forecasting models to support budgeting, planning, and strategic initiatives.
Partner with sales, marketing, product, and operations teams to align financial strategies with business objectives. Provide data-driven insights to support the financial impact of business decisions.
Identify and implement enhancements to financial processes, systems, and tools to boost efficiency, deepen Grok integration, and improve revenue reporting accuracy.
Conduct special projects and ad-hoc financial analyses to support leadership in evaluating new business opportunities and operational efficiencies.
Demonstrate the ability to effectively navigate and thrive in ambiguous situations, adapting quickly to changing priorities and evolving business needs.
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field.
3-5 years of experience preferably in corporate finance, investment banking, strategic finance, management consulting.
Advanced Excel and financial modeling expertise required. SQL/Tableau familiarity preferred.
Strong ability to analyze complex datasets, identify trends, and translate findings into actionable business recommendations.
Excellent verbal and written communication skills, with the ability to present complex financial information to non-financial stakeholders.
Preferred Qualifications
Thrives in a fast-paced, dynamic environment and can manage multiple priorities with tight deadlines.
Collaborative mindset with a proactive approach to problem-solving and cross-functional partnership.
Prior experience working in a technology or AI-driven company.
Interview Process
After submitting your application, our team will review your CV and statement of exceptional work. If your application advances, you will be invited to a 15-minute phone interview to discuss basic qualifications. Successful candidates will proceed to the main process, which includes:
Technical deep-dive: Discussing your experience with revenue recognition and accounting processes.
A take-home challenge focused on revenue recognition or financial analysis.
A meet-and-greet with the wider team.
Our goal is to complete the main interview process within one week.
Annual Salary Range
$110,000 - $144,000 USD
Benefits
Base salary is just one part of our total rewards package at xAI, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long-term disability insurance, life insurance, and various other discounts and perks.
xAI is an equal opportunity employer.
California Consumer Privacy Act (CCPA) Notice
Auto-Apply2026 Investment Banking Summer Associate Program (New York) - Early Careers
Finance analyst job in Day, NY
2026 Investment Banking Summer Associate
Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500.
A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment.
What to Expect
The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling.
Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include:
Building valuation models and supporting transaction execution
Conducting company and industry research
Preparing client materials and pitch presentations
Participating in diligence sessions, client meetings, and internal discussions
Collaborating with senior bankers on engagements across sectors and geographies
Supporting the development of junior team members
Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development.
Is This Program Right for You?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required Qualifications
2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
Desired Qualifications
MBA with an expected graduation date of December 2026 to June 2027
Strong verbal and written communication skills
Ability to operate effectively both independently and in teams
Advanced Microsoft Office (Excel, PowerPoint, Word) skills
Track record of leadership or involvement in professional or academic initiatives
Program Locations
Positions are available in New York.
Pay Range:
NY (New York City): $175,000 Yearly
This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$138,500.00 - $287,600.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
31 Jan 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyJunior Cybersecurity Analyst (Contract)
Finance analyst job in Day, NY
Who We Are:
Click Therapeutics, Inc., develops, validates, and commercializes software as prescription medical treatments for people with unmet medical needs. As a leading innovator of Digital Therapeutics™, Click delivers accessible, clinically proven, FDA-regulated prescription treatments to the smartphone in your hand. Click's treatments are defined by a commitment to applying technical and scientific rigor and patient-centric design to the development process. This results in uniquely engaging experiences that achieve compelling clinical outcomes for patients seeking new treatment options. Click Therapeutics continuously expands and refines its platform with novel cognitive, behavioral and neuromodulatory mechanisms of action and advanced data-driven tools such as artificial intelligence and machine learning. The digital therapeutics under development on Click's platform address diverse areas of therapeutic need, including indications in psychiatry, neurology, oncology, immunology, and cardiometabolic diseases. Consistently named a best place to work, Click fosters an inclusive, diverse workforce of innovators, clinicians, scientists, researchers, designers, technologists, engineers and more, united in a common mission to provide patients everywhere access to safe and effective prescription digital therapeutics. For more information, visit ************************* and connect with us on LinkedIn.
About the Role:
We are seeking a highly motivated Junior Cybersecurity Analyst Contractor to join our Cybersecurity team at Click Therapeutics. This role is critical in ensuring the efficient execution of our cybersecurity projects. As a Junior Cybersecurity Analyst Contractor, you will leverage your expertise to manage project priorities, facilitate communication, and drive successful project outcomes within our dynamic software development environment.
This position is based out of Click's headquarters located in Tribeca, NYC, at the center of one of the fastest-growing digital health communities. The position will require at least 1 day in office.
Responsibilities:
Project Management & Jira Proficiency:
Utilize Jira to effectively manage and prioritize technical cybersecurity projects, ensuring clear task assignments, progress tracking, and timely completion.
Develop and maintain detailed project plans, timelines, and resource allocation within Jira.
Monitor project milestones, identify potential roadblocks, and proactively implement solutions.
Maintain accurate and up-to-date project documentation within Jira.
Communication & Stakeholder Collaboration:
Serve as the primary point of contact for project-related communication, coordinating with internal teams (security, development) and external partners.
Clearly and concisely communicate technical project updates, priorities, and potential issues to both technical and non-technical stakeholders.
Facilitate regular project meetings and status updates, ensuring effective communication and alignment.
Resolve priority disputes and collaborate with stakeholders to ensure the team is working on the most critical tasks.
Cybersecurity Team Integration:
Work closely with the cybersecurity team to track project progress, identify dependencies, and ensure alignment with security objectives.
Provide project management support and expertise to the security team, fostering a collaborative and efficient working environment.
Proactively identify and address potential risks and issues related to cybersecurity projects.
Cybersecurity Knowledge Acquisition:
Demonstrate a strong aptitude and willingness to learn and understand cybersecurity concepts and technologies.
Stay informed about industry trends and best practices in cybersecurity.
Collaborate with security engineers to gain a deeper understanding of technical security requirements and implementations.
Be able to translate the security team's needs into actionable Jira tasks.
Qualifications:
2+ years of experience required.
Strong project management skills.
Excellent communication skills.
Strong organization and attention to details.
Compensation:
$60 - $70 per hour.
Hours:
30 hours per week.
Benefits:
Choice between a Mac or Linux equipment.
Equal Employment Opportunity:
Click Therapeutics is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Click Therapeutics also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must have authorization to work for Click Therapeutics in the U.S. In certain circumstances it may be advantageous to Click Therapeutics to support the application(s) for temporary visa classification and/or sponsor applications for permanent residence so that a foreign national colleague can accept or remain in a work assignment in the U. S. For certain classes of temporary visas, the resulting work authorization may be specific to Click Therapeutics and the specific job and/or work site. Click Therapeutics may at its business discretion decide to or refrain from obtaining, maintaining and/or extending the temporary visa status and/or sponsoring a colleague for permanent residency and /or employment eligibility, considering factors such as availability of qualified U.S. workers and the colleague's long-term prospects for securing lawful permanent residence, among other reasons. Employment applicants requiring immigration sponsorship must disclose, when initial application for employment is made, whether or not they are legally authorized to work for Click Therapeutics in the U.S. and, if so, whether that authorization permits them to work in the job they seek. In no case should Click Therapeutics support of a colleague's temporary visa application or sponsorship of a colleague for permanent residence be construed to guarantee success of that application or amend or otherwise invalidate the "at-will" employment relationship between the colleague and Click Therapeutics.
Recruitment Phishing Scams:
Fake job advertisements and offers are increasingly appearing on the internet. If you have encountered a job posting or have been approached with a job offer that you suspect may be fraudulent, we strongly recommend you do not respond and report it to the Federal Trade Commission and the FBI at *****************************************
Please be mindful of the following:
Click Therapeutics will only reach out to you through an “@clicktherapeutics.com” email address.
Other than your email address or telephone number, which you may provide via a job application portal, Click Therapeutics will never ask you to provide personally identifiable information about yourself (such as a Social Security Number or Driver's License Number) via a messaging application (like that used on the LinkedIn platform or Microsoft Teams).
Click Therapeutics will conduct interviews face-to-face over Zoom.
All job postings will be listed on the Click Therapeutics official career page.
Auto-ApplyFinance Analyst / Associate
Finance analyst job in Day, NY
Why Charlie Health?
Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported.
Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection-between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home.
As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you.
About the Role
As a Finance Analyst / Associate, you will have the unique opportunity to support Charlie Health's rapid growth and most important financial and operational decisions with analytical insights and strategic recommendations. Reporting to the Director of FP&A, you will be a key financial thought partner to Charlie Health's department leaders throughout the organization as you support the Revenue and OpEx budgeting, forecasting, and reporting processes. This is a high impact, highly visible role on the Strategic Finance team, which plays a critical role in shaping Charlie Health's long-term business strategy, planning, and execution.
Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way.
Responsibilities
Contribute to month end close as a key stakeholder to ensure accurate allocation of expenses to departments and timely delivery of financial statements.
Create budgets, forecasts, and projections supporting individual departments and the overall company.
Develop reports to track budget vs. actuals and provide visibility to cross-functional business partners and company leadership.
Apply business judgment and financial models to assist with strategic decision-making related to new initiatives, products, and business opportunities in a fast paced, dynamic environment.
Support special projects to continuously improve, automate, and scale revenue and cost forecasting and reporting tools, processes, and methodologies.
Develop automations for operational aspects of the financial planning & analysis processes.
Support any various other financial activities including M&A, creation of board of directors meeting materials, and other investor reporting materials.
Requirements
Bachelor's degree in Business, Accounting, Finance, Economics, or a similar subject area preferred.
At least 1-4+ years of professional experience, ideally in a mix of professional services (e.g., Financial or Management Consulting, Investment Banking, Private Equity) and highly analytical roles at a high growth venture backed company (e.g., Sales or Revenue Operations, Strategic Finance, Strategy, Operations)
Highly proficient in Excel / Google sheets and PowerPoint / Google slides.
Experience in building insights from scratch including sourcing, transforming, analyzing, and presenting complex financial and operational data in a simple, easily understandable way.
Driven self-starter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools.
Deep understanding of the 3 main financial statements and how they tie together.
Excited by the chance to join a high-growth company with the ability to make an immediate impact in a fast-paced, dynamic working environment.
Good sense of humor. You enjoy the work you do and the people who work with you.
Work authorized in the United States and native or bilingual English proficiency.
Located within a 45-minute commute of New York City and able to work 4 days a week out of our New York City office
Benefits
Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. #LI-HYBRID
Our Values
Connection: Care deeply & inspire hope.
Congruence: Stay curious & heed the evidence.
Commitment: Act with urgency & don't give up.
Please do not call our public clinical admissions line in regard to this or any other job posting.
Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: ******************************************************* Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent *********************** email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services.
Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals.
At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people.
Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation.
By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.
Auto-ApplySenior Investment Strategy Analyst
Finance analyst job in Day, NY
ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.
Position Summary:
We are seeking a highly motivated and talented Senior Investment Strategy Analyst to join our dynamic team. As a Senior Investment Strategy Analyst at ProShares, you will play a critical role on our Investment Strategy Team in delivering investment expertise, research, and analysis that drive our product strategies and then communicate those strategies to clients and prospects. You will also partner with our product development and product management teams, with an emphasis on providing investment-related expertise to help create and position our products most successfully in the market.
Essential Job Functions[1]:
Support the development and implementation of investment models, research and statistics for evaluating fund performance and fund usage.
Develop and maintain periodic collateral.
Conduct and support research and analytics related projects as needed. These include but are not limited to:
Investment performance of the product shelf.
Use of products in investment strategy.
Tactical marketing themes/sales ideas.
Communicate with portfolio team on aspect of fund performance.
Assist with research projects; topics include financial market return and liquidity analysis, fund performance analysis, risk measurement, strategy testing and portfolio construction issues.
Assist in research, catalog and track academic and practitioner articles of interest to the Investment Strategy Group.
Conduct analytics on Product Development concepts.
Effectively communicate with the sales team, with an ultimate goal of direct client/prospect interaction.
Education and Experience:
BA/BS required. CFA or CAIA (or progress towards) strongly preferred. MBA optional.
3-5 years of experience in financial services.
Interest and experience in empirical analysis and statistical techniques applied to financial markets or investment products.
Expertise in analysis of time series data in Excel or other statistical software, PowerPoint experience, strong writing skills and demonstrated attention to detail and rigor in the research process.
Solid understanding of the equity markets.
Strong macro-economic perspective.
Alternative product management / research experience a plus.
Knowledge, Skills and Abilities:
Analysis: Basic familiarity with portfolio management, financial markets, returns and risk measurement; work process must be efficient and appropriate to task complexity and importance; exploits all available information / sources / resources in context of work assignment; demonstrates ability to extract significant conclusions from analysis.
Communication: Ability to communicate sophisticated investment, finance, and economic research analysis and concepts to a wide variety of audiences.
Creation of Deliverables: Demonstrates full proficiency in Word, Excel, and PowerPoint; all work produced is clear and logically structured, of high quality (e.g., accurate, attention to details, grammar, syntax, spelling, layout, etc.); assumes full ownership for deliverable quality and timeliness.
Attention to Detail: Strong focus on details and ability to complete projects according to a defined process.
Individual Attributes: Exhibits constructive, team-oriented cooperative attitudes and behavior; ability to multitask; demonstrates initiative in developing self professionally; demonstrates high energy; organized; consistently applies research experience; highly reliable and discreet.
The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $80,000-$125,000, which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance.
[1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Additional privacy information for CA residents
EOE STATEMENT
ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.
Auto-Apply2027 Summer Analyst (New York)
Finance analyst job in Day, NY
Raine is seeking candidates for its 10-week Summer Analyst program in New York City. Following a rigorous training program, Summer Analysts will immediately begin learning on the job as fully integrated members of deal teams, executing advisory and principal investing opportunities both domestically and internationally. Primary responsibilities will include business, financial, accounting and industry diligence, financial modeling / valuation, transaction structuring and project management. We aim to hire Full-Time Analysts from our Summer Program.
Please submit your resume with the following file naming convention: 'Last Name, First Name'
Application Closes on Sunday, January 4 at 11:59PM ET
We encourage applicants to submit their resume to stay connected with our recruiting team for future events and opportunities. If you would like to update your resume later in the recruiting season after submitting, please email ********************.Ideal candidates will possess the following qualifications:
Desire to work within an integrated advisory and investing platform
Professional enthusiasm for the media, entertainment, sports and technology sectors
Positive attitude and strong work ethic
Ability to think critically about business issues
Quantitative and qualitative analytical skills
Strong written and verbal communication skills
Global mindset
Expected Graduation date: Winter (December 2027) - Spring (May/June 2028)
ABOUT RAINE
The Raine Group is a leading global merchant bank with an integrated focus on both advisory and principal investments in the Technology, Media and Telecommunications sectors. Founded in 2009, Raine has advised on some of the largest and most cutting-edge transactions in the history of TMT and has leveraged that experience to be an active, strategic value-add growth investor. Headquartered in New York, Raine has offices in San Francisco, Los Angeles, Barcelona, London, Mumbai, Shanghai, and Singapore. Raine has 200 professionals globally and is looking to further build its team to deepen its coverage within its core sectors.
NYC Base Salary Range: $120,000 - $120,000
Raine is an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy), national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information, disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state, local or other law.
The Raine Group's privacy notices can be viewed here: ***************************
Auto-ApplySenior Investment Operations Analyst, Customer Support
Finance analyst job in Day, NY
Are you a detail-oriented problem solver with a passion for streamlining complex investment operations? Do you enjoy collaborating closely with customers and cross-functional teams to solve high-impact operational challenges? Are you eager to bring innovation and automation to middle- and back-office workflows in the investment management industry? If so, we invite you to be a part of our innovative team.
As a Senior Investment Operations Analyst, you'll play a key role in supporting Ridgeline customers by managing critical investment operations functions such as reconciliation, performance reporting, trade capture, and more. You'll be the go-to expert ensuring that customer operations are accurate, timely, and scalable. This role also helps bridge customer experience and product evolution by identifying process improvements and automation opportunities. You'll work with cutting-edge technology, including AI tools such as ChatGPT, to deliver efficient, forward-thinking solutions and insights that shape the future of investment operations.
At Ridgeline, how we work matters as much as what we build.
Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you.
You must be work authorized in the United States without the need for employer sponsorship.
The impact you will have:
Account Administration - Set up new accounts, process updates and terminations, and maintain portfolio group structures as directed by customers.
Investment Accounting - Record financial transactions on a trade-date basis, process income and expense accruals, and support period-end close activities.
Trade Capture & Settlement -Ensure accurate posting, support post-trade workflows (matching, confirmations, allocations), and meet T+1 settlement requirements.
Corporate Actions - Process mandatory corporate actions and reconcile all activity through standard controls.
Pricing & Security Master - Apply daily pricing, FX rates, and security master data from third-party vendors, resolving exceptions and ensuring compliance with customer policies.
Reconciliation - Perform daily reconciliations of positions, transactions, cash, and tax lots between Ridgeline and custodians/prime brokers; research and resolve breaks with clear documentation.
Performance - Support daily and monthly performance reporting, ensuring calculations align with GIPS standards and addressing customer inquiries on returns and composites.
Customer Engagement - Deliver exception reports, investigate and resolve inquiries, and surface operational insights that help improve both customer outcomes and Ridgeline's platform.
Automation & Innovation - Identify opportunities to streamline processes through AI/ML and automation, working with the broader team to design smarter workflows that scale with customer needs.
What we look for:
Bachelor's degree in Finance, Economics, Accounting, or a related field.
3-5 years of experience in investment operations or a related middle/back-office function.
Familiarity with portfolio accounting, reconciliation, performance reporting, and trade lifecycle management.
Strong attention to detail with a commitment to accuracy and timeliness.
Analytical and problem-solving skills, with the ability to resolve breaks and exceptions independently.
Excellent written and verbal communication skills for working with customers and internal teams.
Proficiency with Google Apps or MS Office, especially spreadsheets.
Curiosity about new technologies, including AI-driven tools, and willingness to learn.
Flexibility to support early-morning start times (as early as 3:00am PST) when required by customer operations.
Bonus:
Experience with enterprise SaaS or fintech platforms.
Familiarity with tools such as Slack, JIRA, Confluence, or Kantata.
Exposure to APIs, AWS, or other cloud-based architectures.
CFA or CPA designation (or progress towards one).
About Ridgeline
Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.
With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America's Best Startup Employers.”
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.
Compensation and Benefits
The cash compensation amount for this role is targeted at $115,000-$137,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.
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Auto-ApplySummer Analyst, Project Finance
Finance analyst job in Day, NY
Job TitleSummer Analyst, Project Finance
The Project Finance Summer Analyst will have a unique opportunity to work with a growing Project Finance Americas team, responsible for structuring and executing prudent and profitable renewable energy and infrastructure project financing transactions. The PF Summer Analyst will have exposure to a broad, and growing range of technologies (e.g. solar, wind, battery, energy efficiency, data centers, and fuel cells) and transaction structures. The PF Summer Analyst will be an integral part of deal teams and will have the opportunity to learn from colleagues with different experience levels and fields of expertise.
The PF Summer Analyst will be expected to:
Act as an essential deal team members in structuring and executing renewable energy and infrastructure financing transactions
Build relationships within the organization and industry stakeholders
Gain and share expertise on various renewable energy and infrastructure technologies, project finance and financing structures
Job Description:
Assist team members in pitching, generating, structuring, executing, and monitoring project finance transactions.
Day-to-day responsibilities include:
Review financial models for renewable energy projects and other project finance transactions (no prior financial modeling experience required)
Review project documents, including Power Purchase Agreement (PPA), Engineering, Procurement, and Construction (EPC) Agreement, Operations and Maintenance (O&M) Agreements
Review financing agreements
Review consultant reports
Draft internal transaction documents
Conduct research for independent project covering the project finance industry
Assist portfolio team in monitoring loans, which includes risk analysis, expansions, refinancings, and restructuring
Required Skills & Experiences:
Strong interest in the renewable energy and infrastructure sectors
Be currently enrolled in an undergraduate program (Spring 2027 graduation year only).
Strong GPA of 3.5 or above
Have a good attitude and a willingness to learn quickly and think nimbly
Must be legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position.
Salary Expectations:
Target Hiring Range: $49.50/hour
Application:
Cover Letter: please explain why you are interested in project finance and include any relevant experience or coursework in project finance/renewable energy. Applications submitted without a cover letter will not be reviewed.
Resume (one-page only)
Applications will be accepted through January 16th, 2026.
About Rabobank Project Finance Americas:
Founded in 2009, Rabobank Project Finance Americas is a leading player in the North American renewable energy project finance space. The group offers tailor-made, innovative financing solutions in the wind, solar, battery storage, data center, biofuels and food & ag sectors. Typical products include: senior secured construction and term loan, tax equity bridge loan, equity bridge loan, equipment supply loan, project finance revolver, letter of credit facilities and interest rate hedge.
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