Investment analyst jobs near me - 720 jobs

Q: How much are investment analysts paid?

Investment analysts are paid approximately $74,000 per year. This salary reflects analysts with some experience working in various markets across the country. While the average earnings of an investment analyst are substantial, salaries for entry-level positions can be somewhat less. The average entry-level analyst position in the United States is approximately $48,000. Candidates seeking employment in California can expect to earn as much as 20% over the average salary.

Q: What qualifications do you need to be an investment analyst?

The qualification you need most to become an investment analyst is a relevant bachelor's degree. Candidates can earn this degree in one of several related fields and qualify for entry-level investment analyst positions.

Financial Advisor
Edward Jones 4.5
Investment analyst job in Lancaster, OH
This job posting is anticipated to remain open for 30 days, from 30-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. 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 a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain 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. #LI-USFATA
$45k-100k yearly 4d ago

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Physician / Administration / Colorado / Permanent / Physician Advisor Denials Management
Commonspirit Health
Remote investment analyst job
Job Summary and Responsibilities Thi s is a remote position The Utilization Management Physician Advisor II (PA) conducts clinical case reviews referred by case management staff and/or other health care professionals to meet regulatory requirements and in accordance with the system's objectives for assuring quality patient care and effective and efficient utilization of health care services.
$48k-95k yearly est. 1d ago
Client Advisor, San Diego (Part-Time)
Zimmermann
Remote investment analyst job
This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991. Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal. While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East. Position Purpose As a Part-Time Client Advisor (2 days) with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann's global vision. Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann's core values of integrity, creativity and passion. Role Responsibilities · Achieving sales targets and store KPI's whilst upholding Zimmermann's brand standards including store and visual presentation, stock and inventory · To ensure that an exemplary standard of client service is provided to Zimmermann's clientele in line with the brand's global vision. · Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships. · Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives. · Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention. · Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety. About You · Capability and drive to reach KPIs and Sales Targets · Demonstrates professionalism, optimism and team orientated approach. · Exceptional communication and interpersonal skills · Previous sales experience in luxury designer fashion · A passionate brand ambassador who embodies the Zimmermann values · Ability to cultivate Zimmermann's brand loyalty though positive client interactions. · Detailed orientated · Excellent organisational skills and problem-solving ability · A passion for exceeding customer expectations · Ability to build ongoing rapport with clientele · Ability to work independently and as part of a team Why join our team? · Bespoke career development plans and access to strong mentors and industry leaders. · Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally. · Competitive package, seasonal uniforming and team member discount · Be part of a responsible fashion house with a focus in leading in sustainability Compensation Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure. Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range of $18 to $20. In addition to hourly pay, Client Advisors are also eligible for commission on all sales. At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You'll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success. Diversity Statement Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process
$60k-113k yearly est. 3d ago
Cost Analyst
W3R Consulting 4.1
Investment analyst job in New Albany, OH
Coordinates project cost analysis and controls for team activities supporting the Project Managers (PMs), or other staff, including overseeing the cost reporting for multiple projects and monitoring project budgets to assure accurate depiction of project cost on intermediate projects under some supervision. Input of budgets within the client corporate systems, providing ongoing forecast updates and variance analysis at the program and project levels, input and tracking of key performance indicators (KPIs), and working collaboratively with project teams to implement project management best practices throughout the project lifecycle. Provide communication and develop partnerships with internal and/or external customers. Responsible for the creation of work orders and having direct interface in coordinating with external contractors and vendors to integrate these parties into the overall project budget and schedule. Essential Job Functions & Tasks: Coordinate project meetings and work with project team members on project activities. Support the PM in the preparation and updating of project documentation and planning. Assist with preparing forecasts of project spending and cash flows, budget variance monitoring, cost tracking/analysis. Depending on business unit needs, provide analysis and verification for Sarbanes Oxley (SOX) activities and assist with providing input to annual budget, capital forecasts, five-year plan and improvement requisitions. Perform estimate vs. actuals analysis. Collaborate with Project Management (PM) and other vested parties to perform variance reporting and/or establish original baseline budgets that are time-phased with dates from the system schedule. Create project breakdown structures. Perform some departmental organizational functions when necessary and as assigned to ensure the smooth operation of project functions. This might include tracking, analyzing, and verifying information for unvouchered liabilities (UVLs), keeping project system records current and complete, and coordinating the work order process related to a project from creation of the work order through in-servicing and closing. Depending on the business unit assigned, assist in the contracting process. This might include bidding activities, analysis of cost, cost tracking, etc. Communicate with project team, resources, and other internal and external stakeholders on various budgetary items. Work with others in both supplying information and seeking assistance as necessary. Perform varied assignments demonstrating technical knowledge and analytical techniques to solution of problems or analysis. Apply problem solving skills to resolve technical problems and initiate solution techniques. Develop and compile KPIs that are measurable outcomes. Providing strong teamwork with colleagues, vendors and/or customers and responding to customer/vendor inquiries, resolving work order issues and/or implementing action plans in a fast-paced, results-oriented team. Understand the client project/work management organizational standards and assist in the management of projects to those standards. Adhere to the guidance and standards put forth by the client Project Management Governance Committee. Depending on the assigned business unit, coordinate work activities of others within work group, team or those external to the company including contractors, vendors as required to resolve routine technical tasks and field work activities. Make decisions and contribute to team decision making and consensus building. Education: With a qualified Bachelor's degree, one (1) year of qualified experience; with a qualified Associate's degree, three (3) years' qualified experience. Qualified degrees must be in a related field from an accredited university or college and could include but not limited to Business, Construction Management, or Project Management. Qualified experience includes utility specific operations knowledge/experience with a good working knowledge of work processes and procedures. Experience should be in operations, planning, project management, cost tracking analysis, forecasting, project budgets, working with some accounting principles. Additional Requirements: Demonstrate ability to manage time effectively and efficiently and demonstrate organizational and planning skills, as well an aptitude for accuracy, attention to detail and ability to achieve goals. Demonstrates a basic level of technical knowledge related to writing and verbal communication. Proficient in use of computer and Microsoft Office products including Word, Excel, Outlook and PowerPoint. Team player with ability to work and collaborate well with others. Understand and support the policies, values, principles, structure and behavior of client. Exposure to corporate accounting and project cost management systems, construction environments, earned value management, and scheduling systems is preferred but not required. Demonstrate an attitude and desire to listen to and satisfy both internal and external customers who use and depend upon our work.
$46k-64k yearly est. 3d ago
Remote Licensed Financial Services Professional
Cirkal Financial Services. LLC
Remote investment analyst job
About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions. Position Overview: We're seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you'll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers. Responsibilities: Educate clients on life insurance, annuities, and financial planning options Develop customized strategies to meet client needs Build long-term client relationships through trust and service excellence Maintain required state licenses and compliance standards Qualifications: Active state Life & Health Insurance License (or willingness to obtain) Strong communication and interpersonal skills Self-motivated and entrepreneurial mindset Experience in sales, finance, or customer service a plus What We Offer: Remote flexibility with unlimited earning potential Access to top carriers and products Ongoing mentorship and professional development Advancement opportunities within Cirkal Financial Services
$41k-77k yearly est. 21d ago
Infor Finance ERP Analyst - 245267
Medix Technology 3.9
Remote investment analyst job
Infor Finance ERP Analyst 100% Remote Unable to provide sponsorship now or in the future Our client is a leading healthcare organization looking to bring on an Infor Finance ERP Analyst onto their team. This individual will work alongside the ERP team to manage & configure the Finance module of their Infor ERP system. Responsibilities: Perform daily configuration, monitoring, maintenance, and troubleshooting for the Infor Finance module. Deliver technical support to end users by resolving system-related issues and ensuring a positive user experience. Configure ERP modules to meet business needs and align with established workflows. Collaborate with IT teams and external vendors to customize ERP features and integrate third-party applications. Partner with departments such as Finance, HR, and Inventory to analyze processes and identify opportunities to improve efficiency through ERP solutions. Propose and implement enhancements to optimize system performance and streamline business operations. Conduct user training sessions and develop comprehensive manuals and guides for ERP usage. Maintain detailed documentation of system updates, configurations, and procedures for future reference. Coordinate, test, and validate ERP upgrades to minimize operational disruption; assist in evaluating and selecting new ERP tools or solutions when needed. Requirements: Associate's Degree required, Bachelor's Degree preferred. 3+ years of experience configuring the Infor Finance module. Experience in troubleshooting and solving technical issues related to ERP systems. Strong communication skills.
$42k-57k yearly est. 4d ago
Financial Analyst
Connect Search, LLC 4.1
Remote investment analyst job
***LOCAL CANDIDATES ONLY*** Job Title: Financial Analyst (FP&A) Employment Type: Contract-to-Hire at a full time schedule of 40+ hours per week. Pay: $30-35/hour W2 About the Role: Our client, a well known healthcare organization, is seeking a detail-oriented and proactive Financial Analyst (FP&A) to join the team in Norwalk, OH. This role is responsible for supporting financial planning and analysis initiatives, including budgeting, forecasting, variance analysis, and operational performance improvement. The Financial Analyst will collaborate with leaders across the organization to provide insights and support strategic decision-making. Key Responsibilities: Develop monthly, quarterly, and annual financial forecasts using historical trends and operational data. Prepare detailed variance analyses comparing actuals to budget/forecast and communicate key drivers to leadership. Build and maintain financial models to support scenario planning and operational decision-making. Partner with department leaders to identify financial risks, opportunities, and cost-saving initiatives. Consolidate and interpret financial results across departments for reporting packages. Support long-range planning by evaluating key business assumptions and market trends. Monitor KPIs and operational metrics, translating them into actionable insights for leadership. Assist with ad hoc financial analysis to support investment decisions, resource allocation, and performance improvement efforts. Qualifications: Bachelor's degree in Finance or Accounting required; Master's preferred. 3+ years of FP&A or financial analysis experience. Strong experience with variance analysis, budgeting, and financial forecasting. Ability to extract, interpret, and present financial data clearly to non-financial stakeholders. Excellent analytical, organizational, and communication skills. Why Join: Hybrid work schedule with flexibility to work remotely. Opportunity to partner with cross-functional leadership and drive impact on financial performance. Collaborative and fast-paced environment where your insights will influence key decisions.
$30-35 hourly 3d ago
Investment Services Senior Analyst, Private Structured Investments (Remote)
Trustage
Remote investment analyst job
At TruStage, we're on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what's possible. We need you to help us shape what's next. You'll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position works closely with Legal, Tax, Compliance, Investment Accounting and TruStage Capital Advisors Cash Management and Investment professionals to facilitate and coordinate closing deals. Manage the closing of transactions for assigned asset class committed to by TruStage Capital Advisors. Manage the servicing and monitoring of portfolio investments for TruStage Capital Advisors on behalf of TruStage. Design and implement efficient and effective policies and procedures necessary for smooth transaction, closing and efficient monitoring. Support credit and/or alternatives investment teams to facilitate closing new deals and servicing existing ones. Back up and support other Investment Operations Analysts to balance out workflow and manage coverage. Build and maintain positive internal and external customer relationships. Foster, nurture and develop external relationships with service providers, outside counsel and others. Act as primary point of contact between TruStage Capital Advisors and various outside service providers (CRM, fund accounting, State Street, external counsel, insurance company peers), coordinating and facilitating the flow of information and responsiveness. Primary responsibility for managing and coordinating the processes involved with closing and funding investments so that TruStage Capital Advisors meets all funding deadlines. Manage the utilization of CRM and other applications that improve the efficiency of the investment and monitoring processes. Under the direction of TruStage Capital Advisors management and legal, provide advice and counsel to all internal and external parties associated with the deal processes. Job Responsibilities: New Deal Management: (may include, among other things) Coordinate all phases of documenting and funding deal transactions; manage communications to all relevant parties; generate and provide reporting tools. Collect, review, monitor, save and distribute due diligence materials; assign analyst(s) Maintain and review deal files. Ensure completeness of files from inception to closing. Maintain pipeline database system as it relates to the deal flow and the portfolio. Oversee the ticketing and funding processes as appropriate (whether generating tickets to effect deal closings, reviewing tickets for accuracy, confirming wires sent/received, ensure supporting documentation for transaction set up). Positively represent the company in relationships with all parties affiliated with the deal process. Existing Deal Management: (may include, among other things) Collect, review, save and monitor various reports, communications, financial statements and compliance certificates or oversee third party providers of such. Track, monitor and take primary responsibility for responding to general questions from outside relationships. Coordinate early loan payoff requests, including preparing prepayment premium calculations, and loan releases. Manage the closing process for trading of securities/assets, including coordinating the transfer of original securities. Report and track complex structured deals; manage and track documentation pursuant to record retention practices. Maintain files for completeness and timeliness of data; assist Operations with audit requests. Identify investments with developing concerns for monitoring more closely; manage amendment/waiver, credit review and OTTI processes. Compliance/Legal Management (may include, among other things) Maintain restricted lists in accordance with TruStage Capital Advisors practices. Manage legal and compliance documentation related to amendments, waivers, and workouts; serve as liaison to investment counsels. Ensure appropriate resource coverage. Manage, respond to and complete data requests from internal (e.g., internal audit and investment accounting) and external (e.g., KYC, counsel, auditors) sources Position Specific: Credit/Alternatives Team Research deal/fund/data requests from Operations, legal or other areas. Maintain process manual; schedule team meetings; maintain website access, subscription services, etc. Position Specific: Investment Administration - Private Structured Investments Work closely with legal, tax, compliance, investment accounting, cash management, and investment professionals to facilitate and coordinate private placement and private structured transactions with limited supervision Manage the closing of transactions, servicing and monitoring of portfolio investments. The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements: Bachelor's degree, paralegal certification, or Certified Mortgage Servicer certification from the Mortgage Banking Association strongly preferred, or 7+ years of equivalent and relevant work experience. Experience with insurance and regulatory matters preferred. Advanced project management, leadership, organizational and planning skills. Demonstrated negotiating and time management skills. Strong attention to detail. Problem solving skills, including effective problem analysis, root cause identification and creative solution development. Strong written and verbal communications. Ability to work collaboratively with internal and external parties; demonstrate professionalism and consultative demeanor. Maintain notary public in good standing and licensing as required. Ability to travel 5% or less. Position Specific: Investment Administration - Private Structured Investments Advanced degree or professional certification (e.g., CFA, CAIA) preferred. 7+ years of experience including 4+ years in investment operations, with a focus on private placements and structured assets. Proficiency in investment management software and tools (e.g. Bloomberg, PAM, Office Suite). Experience in Power BI or similar tools is a plus. #LI-LT If you're ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range: $81,500.00 - $122,300.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what's most important. Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
$81.5k-122.3k yearly Auto-Apply 60d+ ago
Investment Analyst
Pds 3.8
Remote investment analyst job
Full Job Description Who we are: Founded in 2001, Vivid Seats (NASDAQ: SEAT) is a leading online ticket marketplace committed to becoming the ultimate partner for connecting fans to the live events, artists, and teams they love. We believe in the power of experiences and are fiercely dedicated to building products that inspire human connections. Named as one of Built In Chicago's top 10 places to work in 2021, we believe that our People are our greatest competitive advantage. To support our People, we have built a company culture that empowers our employees to embrace challenges, encourages unity through collaboration, and seeks to constantly evolve by leveraging data and inspiring innovation The Opportunity: As the Investment Analyst you have the unique opportunity to utilize your passion in sports & entertainment and apply that knowledge within your career. You will be a vital part of the Investment team managing and pricing ticket inventory for live events acquired through the company's various partnerships. In this role you'll keep a close pulse on the sports & entertainment industries to see how external factors have driven secondary market trends. You will be analyzing those trends and their corresponding sales data to accurately price tickets, ensuring you minimize our company's risk and maximize its profits. You'll expand our business by seeking valuable opportunities in which we can make our marketplace more vibrant, more liquid, and more successful. This will require the ability to react quickly to the ever-changing live marketplace no matter the time, place, or situation. Imagine the most popular performers in the world announcing their farewell tour, or a team clinching a spot in the championship game - you'll analyze demand and secure inventory, providing robust purchasing options for our marketplace customers. How your role contributes to the success of Vivid Seats: Maximizes revenue and minimizes risks of certain assets acquired through the company's various partnerships Leverages market data into actionable insights and opportunities for pricing optimization Boosts company growth and adds marketplace liquidity by capitalizing on profitable investment opportunities Provides company key insights into market behavior by transferring supply-side knowledge and helping to forecast demand Connects buyer with seller by ensuring our listings are maximally exposed and 100% accurate How your role expectations will progress as an Investment Analyst in the first 30, 90, and 180 days: 30 days in Complete new hire orientation, gaining the resources you need to be successful Learn how ticket marketplaces operate and how you'll contribute to providing great experiences for our customers Acclimate to team and company norms, business objectives, and Vivid Seats values Assist Investment Managers with near term pricing assignments and data organization Build a foundation of knowledge regarding departmental processes by actively participating in team calendar events Learn the basic principles behind our department's pricing theorem and strategies 90 days in Contribute to our approaches, methods, or technologies to support overall business goals and drive team efficiencies Maintain, harvest and aid internal and external relationships to achieve progress and advance objectives Begin assuming sole responsibility of specific pricing assignments while applying the pricing theorem and strategies set forth by the department Research potential ticketing opportunities that would bring value and liquidity to the marketplace 180 days in Apply methods to execute individual tasks that positively impacts the team Play an active role in continued learnings to advance skill sets necessary for team goals Expand your assignments and long-term asset management into a full-time position Earn autonomy in securing potential ticketing opportunities What You'll Bring: Experience screen-trading financial products or actively capitalizing on marketplace inefficiencies with a proven track record of trend recognition and risk management Experience constructing diverse portfolios in any asset class or skill-based game with a detailed account of hedging against risk and identifying asymmetrical upside (preferred) Ability to manipulate and analyze large datasets using Excel or Google Sheets, evaluate market trends, and consider external factors in determination of producing optimal outputs Analytical, method-driven mind that values process over results Experience in a fast-paced environment with exceptional attention to detail alongside the ability to prioritize tasks and meet deadlines Adaptable schedule expecting to work outside of typical business hours to meet the demands of our industry A strong sense of urgency coupled with an intrinsic desire to complete all tasks with 100% accuracy and efficiency Live Event Enthusiast! Our Commitment: We are an equal opportunity employer that values the critical importance of a diverse workforce and sense of belonging. Many of our roles have flexible requirements and we encourage you to apply regardless of whether you meet every qualification. Vivid Seats provides competitive compensation; bonus incentives; FLEX PTO; mental health days; medical, dental, and vision insurance; 401K matching; monthly credits and discounts for attending live events; remote work and snack allowances; and a variety of additional workplace perks.
$69k-99k yearly est. 60d+ ago
Mercor - Private Equity Analyst (Remote), application via RippleMatch
Ripplematch Internships 3.9
Remote investment analyst job
This role is with Mercor. Mercor uses RippleMatch to find top talent. Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based Investment Banking or Private Equity Experts for a research project with a leading foundational model AI lab. You are a good fit if you: Have at least 2 years of experience working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: The work is fully asynchronous and can be done around your schedule You will be building financial models from scratch that would be reflective of what you did on desk You must be able to commit at least 20 hours per week for this role This contract is till end of February (with the possibility of extension) Successful contributions increase the odds that you are selected on future projects with Mercor The vetting process involves: ~10 minute behavioral interview asking about previous deals you've worked on Technical assessment ( < 30 minutes) evaluating financial expertise With respect to pay and legal status: This role will pay $150/hour We will pay you out at the end of each week via Stripe Connect based on the number of hours you log You will be classified as an “at-will” contractor to Mercor Please note that we cannot currently support H1-B or STEM OPT status candidates
$150 hourly Auto-Apply 5d ago
Senior Investor Relations Analyst
Lambda 4.2
Remote investment analyst job
Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU. If you'd like to build the world's best AI cloud, join us. *Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday. What You'll Do: Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management You Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences Proficient in Excel and Google Suite; experience with financial research tools is a plus Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry Nice to Have: Experience with AI, SaaS, or consumption-based business models Comfort handling ambiguity and working with minimal supervision Experience working with pre-IPO companies Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities Salary Range Information The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description. About Lambda Founded in 2012, with 500+ employees, and growing fast Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG Our values are publicly available: ************************* We offer generous cash & equity compensation Health, dental, and vision coverage for you and your dependents Wellness and commuter stipends for select roles 401k Plan with 2% company match (USA employees) Flexible paid time off plan that we all actually use A Final Note: You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills. Equal Opportunity Employer Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
$85k-154k yearly est. Auto-Apply 60d+ ago
Senior Analyst, Investment Reporting
Impactassets 4.0
Remote investment analyst job
Department Operations Employment Type Full Time Location Remote Workplace type Fully remote Reporting To Director, Data Analytics and Reporting Key Responsibilities Qualifications Benefits and Perks About ImpactAssets ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet's future and improving the lives of all people. As a leading impact investing firm, we offer deep strategic expertise to help our clients define and execute on their impact goals.
$81k-147k yearly est. 53d ago
Senior Investor Relations Analyst
Lambda Labs
Remote investment analyst job
Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU. If you'd like to build the world's best AI cloud, join us. * Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday. What You'll Do: * Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials * Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications * Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives * Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception * Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website * Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences * Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning * Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management You * Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance * Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts * Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences * Proficient in Excel and Google Suite; experience with financial research tools is a plus * Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture * Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset * Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions * Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience * Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry Nice to Have: * Experience with AI, SaaS, or consumption-based business models * Comfort handling ambiguity and working with minimal supervision * Experience working with pre-IPO companies * Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities Salary Range Information The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description. About Lambda * Founded in 2012, with 500+ employees, and growing fast * Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove * We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG * Our values are publicly available: ************************* * We offer generous cash & equity compensation * Health, dental, and vision coverage for you and your dependents * Wellness and commuter stipends for select roles * 401k Plan with 2% company match (USA employees) * Flexible paid time off plan that we all actually use A Final Note: You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills. Equal Opportunity Employer Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
$82k-143k yearly est. 60d+ ago
Senior Investment Analyst
Legalist
Remote investment analyst job
Intro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. We are looking for a Senior Investment Analyst on our Government Receivables strategy. In this role, you'll be a senior member of the strategy's underwriting team, working with colleagues to originate, diligence, and monitor revolving and term loans backed by government contacts, tax credits, and other government receivables collateral. See more about the strategy here. Target candidates have a background in law, consulting/advisory, or credit analysis, and we're especially interested in speaking with candidates with prior government receivables exposure. If you have the experience and interest in working at a technology powered investment firm, we highly encourage you to apply. Core responsibilities: Perform due diligence on prospective credit investments and prepare written investment recommendations to senior team members Assist origination team in identifying and closing target counterparties (across industries and asset types) Prepare financial models and related analysis to support investment recommendations and track ongoing investments Assist colleagues across the strategy and company-wide in areas such as origination, underwriting, structuring, portfolio management, operations, technology and marketing. Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years' relevant experience in law, finance/credit, or advisory/consulting Proficiency in financial statement analysis, financial modeling, and/or asset and enterprise valuation Strong written/oral communication, equally comfortable with expert and non-technical colleagues Excellent organizational skills and high attention to detail Ability to work seamlessly across functions and teams, while also being comfortable with solo projects for extended periods Ability to thrive in a fast paced, growth focused environment Nice to Have: First hand exposure (as an attorney, analyst, or banker/consultant) with government contractors or receivables Prior extended experience at a hybrid or remote-first organization
$82k-143k yearly est. Auto-Apply 60d+ ago
AWM, Portfolio Insights Analyst
Jpmorgan Chase 4.8
Investment analyst job in Columbus, OH
The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views. The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program. **Specific Responsibilities** + Construct analytics to ensure quick turnaround times for full-service requests across major channels. + Manage offshore channel analytics, escalating to specialists for client calls as needed. + Support program expansion into Canada by handling increased volume of full-service analytics. + Collate data from multiple sources and perform data manipulation for program-related content. + Assist team members with updating and producing timely intellectual capital content. + Distribute and discuss data-driven content across the organization, supporting program growth. + Respond to data requests and collaboration opportunities from other teams in a timely manner. + Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists. **Preferred Qualifications** + 3+ years' work experience, ideally involving client interaction. + Demonstrated record of academic and professional achievement. + Ability to work effectively within a highly motivated and hard-working team as well as on own initiative. + Strong communication skills (written and oral). + Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes. + Ability to interact with colleagues at all levels. + Ability to create & articulate compelling, thoughtful and creative presentation materials. + Accuracy and attention to detail is essential with strong analytical acumen. + Strong technical skills, including a proficiency in PowerPoint, Excel and Word. + High intellectual aptitude. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $110,000.00 - $130,000.00 / year
$110k-130k yearly 60d+ ago
Investment Banking Intern
Into City Prep
Remote investment analyst job
Job Description Investment Banking Internship We're looking for a driven undergraduate student, recent graduate, or career switcher with a genuine interest in investment banking. This internship provides practical exposure to market research, financial modeling, valuation methods, and deal execution. This role is perfect for aspiring finance professionals-whether you're a student, a recent grad, or transitioning from another field-who are eager to gain real-world experience. A solid enthusiasm for financial markets and corporate finance is key. Key Responsibilities: Conduct industry and market research; build and maintain DCF valuation models. Deliver detailed company valuations and financial performance analyses. Calculate essential financial ratios; support annual budgeting and forecasting efforts. Create financial statements and contribute to the preparation of M&A materials. Develop underwriting frameworks to evaluate asset risks and market shifts. Analyze business data to uncover patterns, insights, and opportunities. Present financial insights and discrepancies clearly and effectively. Qualifications: Open to students, graduates, and career changers exploring finance. International or cross-cultural experience is an asset. Skilled in Microsoft Excel, PowerPoint, and Word. Strong analytical thinking and quantitative reasoning. Clear communicator with strong presentation skills. What You'll Gain: Remote work flexibility. Personalized mentorship from seasoned professionals. Early, practical exposure to the investment banking lifecycle. Competitive compensation available for candidates with relevant experience. Compensation: Up to £7,000 / €8,000 / $8,200, based on experience and internship type.
$53k-97k yearly est. 3d ago
Investment Banking Analyst - Summer FULL TIME Off Cycle Internship
Accurent
Remote investment analyst job
Controlled by Davide Nappo delli Paoli, Founding Managing Partner & Global Head for North America & EMEA, Accurent is a global investment banking, real estate, financial services conglomerate and venture capital firm headquartered in New York City and London. ONLY official links: **************** *********************************************** Job Description Controlled by Davide Nappo delli Paoli, Founding Managing Partner & Global Head for North America & EMEA, Accurent is a global investment banking, real estate, financial services conglomerate and venture capital firm headquartered in New York City and London. ONLY official links: **************** *********************************************** As an Intern with Accurent, you will gain valuable experience in the following areas: Financial Analysis - Responsibilities will include review of client and prospective client financial statements and analysis of various metrics to determine financial health and an appropriate scope of work plan. You will assist with financial modeling and learn valuation techniques, including (1) discounted cash flow analysis, (2) comparable company analysis, and (3) precedent transaction analysis where appropriate. Investor Offering Materials - Responsibilities will include assisting with the creation of pitchbooks and investor offering materials utilized by the firm for clients seeking to raise equity and debt financing. Sector and Industry Research - Responsibilities will include review of sector and industry trends to assist with current client assignments and evaluate the most attractive prospects for new client outreach. Prospecting & Sales Outreach - Responsibilities will include research of target distribution lists, integration of prospects into the firm's CRM, and crafting outreach communications to initiate introductory dialogue with prospective new clients. Investor Outreach - Responsibilities will include networking with private equity, venture capital, strategic, and corporate investors to help identify the most attractive sources of capital for various client engagements. Miscellaneous Support and Administrative Responsibilities The Accurent Investment Banking Internship is a remote position and most required assignments are completed virtually. We do not require physical attendance at an office location. The internship is a non-paid FULL TIME 8:30AM-COB Mon-Fri position. Therefore, only year-off students and graduates qualify, though exceptions exist - eg Summer Intern cycle. The internship will last 4 months AT A MINIMUM, BUT high-performing interns are expected to stay longer. Accurent will work with colleges and universities to satisfy internship requirements for academic credit where necessary. To qualify as a full-time intern and use Accurent as a reference on your resume, LinkedIn and track record, interns must comply with the requirements. Interns may become eligible for advancement within the firm dependent on performance and current corporate needs and be on track for the interview process for full-time paid analyst and associate positions. Qualifications Completed or pursuing a bachelor's degree at a leading higher education institution Solid Excel, accounting and corporate finance knowledge Loyalty toward the firm Commitment to fulfill all tasks given beyond expectations Unrivaled work ethic A willingness to work independently An insatiable appetite to learn about investment banking Additional Information All your information will be kept confidential according to EEO guidelines. Industry Investment Banking Employment Type Full-time
$53k-97k yearly est. 60d+ ago
Summer Analyst 2026
Rockbridge 4.1
Investment analyst job in Columbus, OH
Summer Analyst The Summer Analyst will perform various financial analyses to support Rockbridge's team. In a hands-on, collaborative environment, the Summer Analyst must be a motivated self-starter and team player who enjoys contributing to an organization. Strong analytical skills, a passion for learning, and a drive for exceptional results are essential qualities. The Summer Analyst should be a problem-solver who enjoys challenges and varied responsibilities at a fast-growing and dynamic organization, with a proven track record of high achievement. Key Responsibilities: Assist in the review of potential transactions and perform financial analysis related to hotel operations, risk management, economic returns, and exit strategy for Rockbridge's investments. Understand and analyze competitive hotel markets, particularly with respect to how Rockbridge's investments may be influenced by distinct market dynamics. Work closely with the more senior Rockbridge team members to conduct due diligence and property inspections related to Rockbridge investments. Organize, analyze, and assimilate due diligence information to be presented to the Rockbridge Investment Committee; prepare investment committee packages. Support and collaborate with Rockbridge's Investment, Capital Markets, Development, Portfolio Management, and Hospitality teams. Perform various monthly reviews of P&L and balance sheet, revenue management / group booking review, and STAR reports. Review and understand various legal document provisions to ensure loan covenant compliance. Monitor and process funding requests related to capital expenditures, renovation and construction projects, and coordinate with senior lenders and third-party monitoring firms. Candidate Qualifications: Rising junior, senior, or masters candidate Entrepreneurial individual with a high level of intellectual capacity, curiosity, and integrity Ability to excel in a fast-paced collaborative environment Excellent interpersonal, organizational, and communication skills Strong analytical ability Attention to detail Flexible and adept at multi-tasking in a deadline-sensitive environment Highly motivated for success Strong computer skills, particularly Microsoft Excel, Word, and PowerPoint Good working knowledge of various financial statements Industry experience in finance, real estate, hospitality, private equity, accounting, and / or capital markets considered beneficial but not essential
$55k-83k yearly est. 60d+ ago
Financial Analyst Intern, Summer 2026
Watts Regulator Company
Remote investment analyst job
We're Watts. Together, we're reimagining the future of water. We feel proud every day about what we do. We're all part of the same crucial mission, no matter what function we support -- it's to provide safe, clean water for the world, and to protect our planet's most valuable resource. What we do: For 150 years, Watts has built best-in-class products that are trusted by customers in residential and commercial settings across the world. We are at the forefront of innovation, working with cutting-edge technology to provide smart and connected, sustainable water solutions for the future. Watts is a leading brand with a quality reputation - and we have a dynamic future ahead. The Watts Internship Program is strategically designed to allow you the opportunity to utilize what you have learned in the classroom while gaining a true understanding of the business world by applying those key principles through hands-on experience. During the internship, students will gain exposure to and impact operations. There will be many chances to network with like-minded manufacturing and industrial engineering professionals and stimulate your mind through cross-departmental collaboration. What You'll Do The Financial Analyst Intern will support our Platform Finance Team with preparing and improving templates for our STRAP and AOP Process. The intern will make recommendations for process improvements that will impact in the greater organization. Ideal candidate is detail-oriented, eager to learn, and passionate about transforming data into actionable insights to drive strategic decisions and improve business outcomes Supports the team in budgeting, forecasting, and financial modeling activities. Reviews large financial datasets and identify trends and/or process improvements Assist with creating/enhancing templates for key processes, such as Budget and STRAP Planning Helps in the preparation of presentations and reports for internal stakeholders Collaborate with Cross Functional Teams to exchange information and coordinate necessary activities Participates in special projects and performs ad-hoc analyses as required by the Finance team Who You Are Current student (rising junior or senior) actively pursuing a bachelor's degree in Finance, Data Analytics, Business Administration or Economics Advanced Excel skills Knowledge of basic finance principles Passionate about your work, with a genuine desire to contribute meaningfully and make an impact Demonstrated commitment to integrity and respect in interactions with others, fostering a positive and inclusive work environment Strong sense of accountability, taking ownership of tasks and following through on commitments Must be authorized to work in the United States and do not require sponsorship now or in the future General Applicable Company Competencies Commitment to Watts' values of integrity, accountability, continuous improvement and innovation, and transparency. Punctuality and dependability. Ability to be flexible and adapt to changing work priorities and stressful conditions. Adherence to all personnel policies, procedures, and standards of process as implemented by Watts. Maintain productive and collaborative relationships with other Watts employees. Adherence to Watts' seven cultural beliefs: Growth Mindset, Customer-Focused Innovation, Constant Communication, Clear Goals, Collaborate Globally, Be Inclusive, and Take Action. What's In It for You People-First Culture - Enriching and caring for people is at the core of who we are; this includes executing our Diversity, Equity, and Inclusion (DEI) strategy, and providing you with meaningful career growth opportunities, a positive and safe work environment, and affirmation that you are heard, valued, and respected. Flexible PTO Policy - Work-life balance is important at Watts and our interns receive one (1) hour of flexible PTO for every thirty (30) hours worked. Your flexible PTO can be utilized for any type of absence. Paid Holidays - Celebrate the holidays with your loved ones and still get paid! You will receive the following paid holidays off during your time as an Intern with Watts. Where a holiday falls during the weekend, it will be observed on an adjacent weekday. Lunch and Learns - Throughout your internship, there will be opportunities for you to sign up to learn and network with some of the key strategic leaders and thought partners within our core operating model! Sustainability - For five years in a row, Watts has been named one of "America's Most Responsible Companies" by Newsweek. Join our journey as we continue to distinguish Watts as a responsible and committed corporate citizen. Working Conditions: While performing the job duties, you will be working in an office environment. You will be required to work in the office at the [insert office] location three days per week (Monday - Wednesday) and can work remotely two days per week (Thursday and Friday). Physical Requirements: Specific physical abilities required for this position include, but are not limited to: Ability to remain seated/standing at a desk or workstation for extended periods. Ability to perform repetitive tasks like typing on a keyboard or using a mouse for extended periods. Ability to read documents and communicate clearly and effectively, both orally and in writing, with management, coworkers, and third parties. Ability to operate standard office equipment such as computers, printers, phones, and copiers. Ability to physically move around the office and occasionally lift and carry light objects, such as office supplies, documents, or small equipment. Nothing in this job description restricts Watts' right to assign or reassign duties, responsibilities, or change the working hours/conditions for this position at any time. This position is “at will,” which means that either the employee or Watts may terminate the employment relationship at any time, with or without notice, and for any lawful reason. The expected salary range for this position is $22 - $26 hourly. Actual compensation will be dependent upon individual skills, experience, qualifications, and applicable law. #LI ( Hybrid ) Watts in it for you: Please note that the following benefits apply only to permanent roles and do not apply to internship roles. Competitive compensation based on your skills, qualifications and experience Comprehensive medical and dental coverage, retirement benefits Family building benefits, including paid maternity/paternity leave 10 paid holidays and Paid Time Off Continued professional development opportunities and educational reimbursement Additional perks such as fitness reimbursements and employee discount programs Learn more about our benefit offerings here: ********************************* How we work: At Watts, our culture is team-oriented and supportive. Employees here genuinely care about the quality of their work, and about each other. Our people are the heart of who we are and contribute to our longevity and continued success. And this is a place where you can have a big career. No matter your role, there are opportunities for learning and development, and your daily contributions make a meaningful impact on the lives of people who use our products and on the future of water. Watts is committed to equal employment opportunity. We follow a policy of administering all employment decisions and personnel actions without regard to race, color, religion, creed, sex, pregnancy, national origin, sexual orientation, age, physical or mental disability, genetic disposition or carrier status, marital status, military or veteran status, minorities, or any other category protected under applicable federal, state, or local law. Consistent with the obligations of state and federal law, Watts will make reasonable accommodations for qualified individuals with disabilities. Any employee who needs a reasonable accommodation should contact Human Resources.
$22-26 hourly Auto-Apply 60d+ ago
Financial Analyst Intern (US-Remote)
Token Metrics
Remote investment analyst job
Token Metrics is looking for a Financial Analyst intern to join our team. You will spend your day analyzing huge amounts of financial data and preparing various accounting and financial reports. To excel in this role, you need proven knowledge of various financial forecasting and corporate finance models. The duration of the Token Metrics internship program is 3 months. It is an evaluative unpaid internship with the possibility of return offers, depending on the company's needs. Responsibilities Analyzing financial data. Researching macroeconomic and microeconomic conditions. Preparing accounting and other required reports and projections based on the analysis performed. Evaluating capital expenditures and asset depreciation. Establishing and evaluating records, statements, and profit plans. Identifying financial performance trends and financial risk, and making recommendations. Providing recommendations for improvement based on trends. Coordinating with other members of the finance team, such as a risk analyst when required to review financial information and forecasts. Providing financial models and making financial forecasts. Requirements Knowledge of US Generally Accepted Accounting Principles. Bachelor's degree in business, accounting, finance, economics, or related field. Proven experience in the financial industry. Proficiency with spreadsheets, databases, and financial software applications. Outstanding presentation, reporting, and communication skills. Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis. Proven leadership abilities. Deep understanding of the financial system and institutions. About Token Metrics Token Metrics helps crypto investors build profitable portfolios using artificial intelligence based crypto indices, rankings, and price predictions. Token Metrics has a diverse set of customers, from retail investors and traders to crypto fund managers, in more than 50 countries.
$30k-43k yearly est. Auto-Apply 60d+ ago

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