Analyst jobs at Northern Trust - 3467 jobs

Analyst Operations - Equipment Leasing - Rosemont, IL
Wintrust Financial 4.9
Rosemont, IL jobs
Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $66 billion in assets. Wintrust Equipment Finance, a division of Wintrust Asset Finance Inc. (WAF), an affiliate of Wintrust Financial Corporation, is looking for a candidate for Documentation Operations Analyst specializing in direct and indirect originations primarily via equipment lease/loan financing and lease debt discounting transactions. This position will have active involvement in the growth of equipment leasing and loan arm of the bank, for both direct and indirect originations. WAF provides sophisticated finance and lease products (including equipment leases and equipment loans) to commercial enterprises throughout the United States in a wide range of industries. Wintrust Financial Corporation is a financial services holding company based in Rosemont, Illinois, with assets above $50 billion and provides community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin metropolitan areas through its 16 wholly owned banking subsidiaries. Wintrust Equipment Finance direct originations provides equipment financing solutions for companies in Illinois, Indiana, and Wisconsin with typical transaction sizes of $500,000 to $10 million, while the indirect originations targets upper middle market through investment grade companies ranging from $150,000 to $10 million on a per schedule basis, done either one off or under guidance lines. Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Why join this team? We have a culture that encourages an entrepreneurial spirit We offer multiple opportunities for development and upward mobility What You'll Do Responsible for the review and understanding of lease and loan documentation as well as document packet preparation and to assist with negotiation and redlining of documents as needed Assist with the day to day activities of the Operations Department including funding, preparation of booking packets for accurate booking into portfolio systems (FIS and InfoLease), lien perfection and servicing of equipment loans and leases for our direct and indirect originations portfolio. Assist with customer invoicing, posting of customer payments, including ACH processing and delinquency monitoring. Assist with processing modification requests and/or contract changes as well as review of such changes in our system of record (currently Infolease and FIS) Responsible for ordering Uniform Commercial Code “UCC” searches, preparing UCC filings, and completing motor vehicle title paperwork as needed to ensure perfection of security interests on portfolio. Assist with maintaining insurance coverage for portfolio and tracking renewals. Assist with maintenance of loan and lease documentation and scanning of documents into records management systems. Assist in distribution of data and reports provided to internal management as well as required data for internal and external auditors. Ensure compliance with departmental policies and procedures. Qualifications 5+ years knowledge and experience of loan and lease documentation and perfection, with respect to direct and indirect originations (5+ years) Processing loan or leasing documentation experience required. Prior bank, finance or leasing company experience in documentation, operations or credit administration preferred Excellent customer service skills and the ability to interact with customers, lessor's, vendors, and all levels of management Ability to handle multiple tasks and accept change willingly Attention to detail with a strong work ethic and willing to take initiative. Effective written and verbal communication and interpersonal skills needed to work with all levels of management and customers Proficient with MS Excel as well as experience with other MS Office products. Bachelor's degree or some college preferred Experience with Salesforce and loan/lease origination platforms a plus Knowledge of portfolio accounting systems such as InfoLease, FIS or ACBS a plus Knowledge of loan and lease pricing software such as TValue and SuperTrump a plus Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $50,000 - $65,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience #LI-HYBRID From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$50k-65k yearly Auto-Apply 3d ago

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Data Analyst
Berkshire Hathaway Homestate Companies 4.8
San Francisco, CA jobs
Berkshire Hathaway Homestate Companies, Workers Compensation Division, has a need for a Data Analyst to develop reports, summarize and analyze raw data, and interpret results to meet the needs of the organization's key business functions. This individual will regularly meet with key stakeholders throughout the organization to determine need, gather requirements, and present options to most effectively support that function. Reports to the Analytics and Business Intelligence Manager. Must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status. ESSENTIAL RESPONSIBILITIES Regularly interacts with business leaders to determine needs for data and reporting. Assembles data from various sources and develops solutions and reports to assist with efficiency and decision-making. Inspects raw or low-level data to summarize into insights, reports, analysis and draw conclusions to answer business inquiries. Utilizes technology such as SQL, Python, and Power BI to gather, summarize, combine, and present data. Develops more efficient, automated ways to deploy solutions, improve data quality, and improve efficiencies. Performs routine data analysis using various techniques (e.g., statistical analysis, predictive modeling, data modeling) to accomplish reporting and analysis goals. Develops new data analysis techniques and visuals. Actively monitors, analyzes, and reports on data to business performance goals. Manages routine reporting to bring trends, challenges, and recommendations to management's attention. Reviews and audits reports ; performs root cause analysis on data quality issues. Provides technical support and maintenance of users in reporting application. Researches best practices and explores new technology to support the company and the team. QUALIFICATIONS EDUCATION: Bachelors degree in Computer Science, Statistics, Math, or related field from an accredited four-year college or university required. EXPERIENCE: A minimum of 2 years of experience in Analytics or significant workers compensation insurance experience required. TECHNICAL SKILLS Data Analysis Data Visualization - SQL, Python, Power BI Solid presentation skills Machine Learning - some knowledge (theoretical and applied) is helpful, along with an eagerness to learn WHAT WE OFFER Work From Home Flexibility (up to 2 days per week upon eligibility) Modern Office Setting On-Site Garage Parking Paid Time Off Paid Holidays Retirements Savings Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Hospital Indemnity Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program $85,510 - $127,210 a year This pay scale is an estimate of the salary range the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The actual salary may be above or below the range. The pay scale applies only to this position and only if it is filled in the Bay Area, California. The pay scale may be different for other positions or in other locations. ABOUT US With more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity. #J-18808-Ljbffr
$85.5k-127.2k yearly 2d ago
Mortgage Risk Analyst I, Full-Time, Hybrid MA
Digital Federal Credit Union 4.6
Marlborough, MA jobs
Job Category: Mortgages Apply now Posted : December 5, 2025 Full-Time Hybrid Marlborough, MA 01752, USA Description Schedule Monday through Friday 8a-5p What You'll Do Summary/Objective: The Mortgage Risk Analyst I is responsible for performing regulatory compliance tests and analysis of mortgage loans and home equity loans/lines. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Support the Mortgage Department to develop and maintain an optimized and efficient regulatory program for mortgage loans and home equity loans/lines. Perform ad hoc quality assurance testing to ensure internal policies and procedures are adhered to within the mortgage lending process. Track and report the results of testing, providing both technical and functional suggestions to enhance the member experience through the lending process and create efficiencies for mortgage lending personnel. Work with the Mortgage Risk and Compliance Departments to revise and implement existing and future regulatory needs throughout the mortgage lending and servicing areas. Work with Mortgage Department leadership on internal and external audit examinations, assisting in the resolution of any outstanding issues. Responsible for maintaining a mortgage lending compliance program in various areas, such as Fair Lending, HMDA, and TRID. Assist in the design and implementation of projects and activities to further the growth of mortgage lending at DCU. Work with Mortgage Risk leadership to develop the Mortgage Department's annual compliance testing plan. Develop Key Risk Indicators (KRIs) for early warning signs of compliance concerns. Monitor various indicators of risk - KRIs, QC results, compliance testing results, complaints, risk assessment results, etc., to identify weaknesses and assist in remediating. Review new products/services for potential compliance concerns; prepare risk assessments. Maintain knowledge of, and adhere to, the Credit Union's internal compliance policies and procedures. Provide innovative, detailed, and practical solutions to an extensive range of demanding and complicated problems. Make recommendations for changes to procedures and documentation. Create and maintain gap analysis detail reporting. Manage large data sets, troubleshoot, and develop efficient processes for collecting and aggregating data. Communicate effectively with team members and Mortgage Department leadership. Identify issues and elevate as needed. Perform other job-related duties as assigned. What You'll Need Education and Experience Requirements: 5-7 years of leadership and related mortgage lending experience BA/BS Degree Knowledge of State and Federal compliance regulations Knowledge of Secondary Market guidelines Additional Eligibility Requirements: Professional Written and Verbal Communication skills What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares. DCU is an equal‑opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Expected Pay Range $30.00 - $33.70 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
$30-33.7 hourly 2d ago
Research Analyst
Goldman Sachs Bank AG 4.8
San Francisco, CA jobs
Title: Associate - Equity Research, TMT-Media Division: Global Investment Research Job Function: Research Analyst Salary Range: USD 150,000 - 225,000 From macroeconomic forecasts to individual stock analysis, our team develops tools and insights to help shape investment strategies for clients and the firm. Our analysts work on client-focused research in the equity, fixed‑income, currency, and commodities markets, mining big data that enters markets around the world each day to identify game‑changing insights. You'll be part of a team that is intellectually curious, creative, analytical, and passionate about performing market research. Job Summary and Responsibilities Build strong industry knowledge of the Media, Cable, and Telecom sectors Contribute to the generation and execution of investment ideas Write reports/notes on companies under coverage Communicate with the equities sales force and traders, clients and company managements Interpret data and perform analysis on market, economic and technology trends Qualifications Bachelor's Degree in Finance, Economics, Accounting, or similar 3+ years experience in Sell Side or Buy side research Experience covering technology sector-preferably Media Strong financial modeling and analysis experience Working knowledge of accounting, finance, and valuation Ability to work in a fast‑paced, high‑energy environment Comfortable taking initiative and being resourceful/entrepreneurial Ability to multi‑task and work with numerous teams About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. Salary Range The expected base salary for this San Francisco, California, United States-based position is $150,000-$225,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance. Vacation & Time Off We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount). Child Care & Family Care We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Read more about the full suite of class‑leading benefits our firm has to offer. #J-18808-Ljbffr
$150k-225k yearly 1d ago
Hedge Fund Research Analyst - Quant & Portfolio Monitoring
Callan 4.3
San Francisco, CA jobs
A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential. #J-18808-Ljbffr
$110k-169k yearly est. 1d ago
Municipals Analyst
Barclays 4.6
San Francisco, CA jobs
Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents. To be successful as a Municipals Analyst, you should have experience with: Financial services, government, or related field Ample quantitative abilities Excellent written and verbal communication skills Multitasking while exhibiting a high level of attention to detail Understanding of finance and bond math Some other highly valued skills may include: Experience with DBC Finance Program Demonstrated interest in public policy Familiarity with and understanding of financial markets High level of energy, positive attitude, and mental curiosity You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills. This role is located in San Francisco, CA. This role is regulated by FINRA. Minimum Salary: $110,000 Maximum Salary: $125,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Purpose of the role To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis. Accountabilities Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities. Market research and analysis to identify industry trends, potential deal opportunities, and client needs. Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions. Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services. Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams in the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. #J-18808-Ljbffr
$110k-125k yearly 5d ago
Analyst (Local Governments)
Moody's Investors Service 4.9
San Francisco, CA jobs
At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills & Qualifications 5+ years of work experience in public finance, preferably West Coast Local Governments or a related field Knowledge of local government budgeting, accounting, finance and audited financial statements Strong quantitative aptitude and proven analytical skills Excellent communication skills with ability to convey complex concepts clearly Understanding of economic, financial, and political challenges facing local governments Highly organized, efficient, and meticulous with ability to multi-task and meet deadlines Ability to work independently and collaboratively within a team Strong skills in data analysis Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency Education Graduate degree in public policy, public administration, economics, or business strongly preferred Responsibilities Provide insightful credit analysis and maintain ratings for West Coast local governments and rated obligations Present analytical recommendations to rating committees Contribute to portfolio maintenance through credit reviews Analyze data and write research reports and commentary on public finance trends Interact professionally with government representatives, financial intermediaries, and investors Respond to investor and press inquiries Represent the team at conferences and meetings Mentor junior analysts Leverage tools and technologies including spreadsheets, presentations, and AI-powered solutions About the Team Our West Coast Local Government team is responsible for analyzing and rating debt issued by cities, counties, schools, utilities and special districts in California, Oregon, Washington, Nevada, Montana, Wyoming, Arizona, Utah, Alaska, and Hawaii. By joining our team, you will contribute to maintaining rating accuracy, providing insightful credit analysis, and supporting market transparency. We embrace innovation through AI adoption to enhance analytical processes and drive efficiency across our workflows. For US-based roles only: the anticipated hiring base salary range for this position is $143,300.00-$207,650.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full‑time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications. For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet. Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's. #J-18808-Ljbffr
$143.3k-207.7k yearly 4d ago
Analyst, Credit Risk Management, Structured Asset Management
Arbor Realty Trust 3.9
Tonawanda, NY jobs
Arbor is looking for an Analyst/Senior Analyst, CRM, STAM will work under the supervision of the VP, CRM, STAM and the SVP, Securitization & Reporting on various audit-related tasks, the production of schedules and reports, quality control reviews of investor reports, and various special projects, all done in support of the Structured Asset Management department. Essential Job Functions (Duties/Responsibilities) The Analyst, CRM, STAM will have the following duties and responsibilities, including but not limited to: Assist in the production of audit and control reports utilized to assist the Structured Asset Management group in the completion of a quarterly valuation process. Review and edit asset level investor reports to ensure accuracy and consistency. These reports are system generated and consist of loan, collateral and market data. Work with the loan management teams to complete reporting packages for our banking partners and other investors. Utilize the Enterprise and Real Insight loan databases to support the loan management teams and help respond to ad hoc requests from senior management and external stakeholders. Communicate and coordinate with the loan management and constructions teams, as well as other groups within Arbor such as Underwriting, Legal, Treasury, Accounting and Securitization. Document procedures and develop strategies to improve existing procedures and the overall efficiency and work quality of the CRM team within Structured Asset Management. Qualifications Education: Bachelor's degree in Finance, Accounting, Real Estate or other quantitative discipline. Experience: Exposure to commercial real estate, systems and data management, risk and financial analysis, underwriting and/or asset management is preferred. Knowledge/Skills/Abilities: Advanced MS Office skills and ability to master commercial real estate software solution(s) Strong analytical skills with high attention to detail and accuracy Strong organizational, time management, and prioritization skills Ability to collaborate effectively and drive for results with a sense of urgency Excellent verbal, written, and interpersonal communication skills Travel: Minimal Arbor Realty Trust, Inc. offers a competitive base salary and discretionary bonus. The starting base salary range for this position is $60,000 to $75,000. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the course of the year. The total compensation package for this position will also include other elements, a full range of medical, and/or other benefits including 401(k) eligibility and paid time off benefits. We are proud to be an equal opportunity employer and are committed to maintaining a diverse workforce and an inclusive work environment for our associates, customers and business partners. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, ethnicity, pregnancy or any other legally protected status. We are committed to working with and providing reasonable accommodations to individuals with disabilities.
$60k-75k yearly 4d ago
Hedge Fund Research Analyst - Quant & Portfolio Monitoring
Callan 4.3
Chicago, IL jobs
A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential. #J-18808-Ljbffr
$120k-185k yearly est. 1d ago
Head of Commercial FP&A & Analytics
Webster Bank Group 4.6
Stamford, CT jobs
A leading financial institution in Stamford, CT is seeking a Director of Commercial Financial Planning & Analytics. In this role, you will manage financial planning processes and provide critical insights for decision-making. The ideal candidate will possess extensive experience in financial analysis and modeling within the financial services sector, along with strong leadership and communication skills. This position offers a competitive salary ranging from $145,000 to $165,000 annually, and the opportunity for incentive compensation. #J-18808-Ljbffr
$145k-165k yearly 5d ago
BSA/AML Analyst | Risk & Compliance Associate
Carver Federal Savings Bank 4.2
New York, NY jobs
A community-focused bank in New York City is seeking a BSA/AML Analyst I to support its compliance program. The role includes reviewing transaction alerts, preparing reports, and conducting mandatory training for staff. Candidates should have strong communication skills, knowledge of banking regulations, and at least three years of relevant experience. The position demands attention to detail and the ability to work independently or within a team. This opportunity embraces a commitment to serving underserved communities. #J-18808-Ljbffr
$56k-79k yearly est. 2d ago
BSA Analyst
Carver Federal Savings Bank 4.2
New York, NY jobs
BSA/AML Analyst I Corporate Title: BSA/AML I Analyst (Exempt) EEOC Class: Professional Carver Bancorp, Inc. (NASDAQ: CARV) the holding company for Carver Federal Savings Bank, is a federally chartered institution with approximately $610 million in assets and 125 employees. The Bank was chartered in 1948 to address the banking needs of middle income and underserved communities in New York City. Carver operates 8 full service branches in the New York City boroughs of Brooklyn, Queens and Manhattan. The Bank provides commercial real estate and small business loans and a range of complementary bank products and services. Position Summary Assist the Bank Secrecy Act (“BSA”) Officer in maintaining Carver's BSA, Anti-Money Laundering (“AML”) and Office of Foreign Assets Control (“OFAC”) compliance program. Duties and Responsibilities Review alerts generated by the monitoring system concerning customer transactions for unusual or suspicious activity and, when needed, prepare SAR drafts for approval and filing. Perform OFAC alerts review that are generated by the internal system; conduct 314(a) searches in compliance with the Information Sharing requirements of the USA PATRIOT Act. Periodically scan Carver's customer database against the OFAC list by using Fiserv - Navigator. Review and investigate referrals received by the Bank departments. Support Carver branch network by guiding potential OFAC “hits.” Support branch function with regards to the review of the monetary instrument log. Review and prepare Currency Transaction Reports (“CTRs”). Conduct periodic reviews of high‑risk accounts and customers (EDD reviews). Assist the BSA/AML Officer for daily operations. Present or assist in presenting BSA and OFAC training materials to other Bank employees, such as New Hire Orientation. Prepare specialized reports using Microsoft Excel and the BSA Department Software, known as Fiserv‑Navigator. To successfully perform this function, the BSA Analyst must Be familiar with “Red Flags” for identifying unusual or suspicious activity. Ongoing training is provided to ensure updated knowledge of money laundering and terrorist financing typologies. Utilize internal and external resources to research the customer and account action under review to arrive at a preliminary determination on the nature of the activity. Internal resources include Carver's databases, such as our check imaging system, and external resources including internet searches such as Google. Be able to interact with management with ease. Be comfortable at giving presentations. Have knowledge of banking such as KYC for consumer and business banking customers. Maintain knowledge of new laws and regulations related to BSA/AML, and OFAC promulgated by the Federal Authorities. Requirements Excellent writing and verbal communication skills. Good organizational and time‑management skills. Interest, motivation, and commitment to the subject matter. Computer Skills Use BSA Department system (Fiserv - AML Manager). Use Microsoft Word and Excel. Research checks and deposited items using Fiserv - Navigator. Research wires. Conduct internet research. Take and save screenshots. Navigate a hard drive. Working knowledge of the principles and procedures related to AML, BSA, OFAC regulations and the USA Patriot Act requirements. ACAMS certification a plus. Ability to read, analyze and interpret regulatory requirements. Must be self‑motivated and able to function with minimal supervision, and flexible enough to work within a team environment or independently as required. Ability to define problems, collect data, establish facts, and individually draw valid conclusions. Detail‑oriented with strong technical and analytical skills, and an ability to multi‑task and handle deadlines. Minimum of three years of experience working in Compliance, Banking or Financial Services. #J-18808-Ljbffr
$68k-86k yearly est. 2d ago
Accounts Management Analyst
Commonwealth of Massachusetts 4.7
Chelsea, MA jobs
Official Title Accounts Management Analyst II United States-Massachusetts-Chelsea-200 Arlington Street Job Information Systems and Technology Agency Exec Office of Technology Services and Security Schedule Full-time Shift Day Job Posting Number of Openings 1 Salary 77,290.20 - 116,401.48 Yearly Duties and Responsibilities Process employee provisioning, deprovisioning, name changes, and transfer requests in a timely and complete manner. Process and complete requests in Active Directory, Azure, Exchange, O365, OneDrive accounts, and other enterprise systems, software access, and memberships. Process and complete urgent deactivation or reactivation security requests from Human Resource departments. Modify accounts when required, including the update of ServiceNow asset inventory, which will become the authoritative source for information related to a user (hardware and software). Adhere to and follow all documented Accounts Management procedures, policies, and processes. Manage the ServiceNow ticket queue to meet SLAs and maintain and provide clear and concise notes/documentation on all tickets. Work with end users to evaluate and solve Tier 2 technical problems using all technical tools provided, including remote control access. Escalate to Tier 3 support when applicable. Provide knowledge-based article information to be documented when processes and fixes can be made available to end users as well as to other support teams who may be able to resolve the ticket first. Assist with audit requests as requested and required. Help provide quarterly reports to review authorized access within an agency and take corrective action when necessary. Determine the proper format for assembling items of information in accordance with established procedures. Adhere to all quality, organizational, legal, and Commonwealth processes, policies, procedures, and standards. Preferred Knowledge, Skills, and Abilities Three (3) years of experience in technical support or electronic data processing in a large IT enterprise environment. Strong hands-on experience, proficiency, and knowledge of Windows 10, Microsoft O365/Exchange, and Azure functionality. Hands-on experience and knowledge with IT service management ticketing systems, with ServiceNow experience desirable. Proven experience in effectively and efficiently troubleshooting technical problems. Advanced knowledge and hands-on experience with some of the following skillsets: PowerShell Scripting Active Directory MS Intune CoreView Messaging Methodical and able to follow documented procedures and instructions. Ability to keep meticulous and consistent documentation of tickets, processes, and resolutions. Excellent multitasking and time management skills with the ability to prioritize effectively and efficiently. Ability to analyze and interpret problems and their resolutions. Excellent problem-solving and analytical skills, with the ability to independently analyze reported issues, document, and recommend solutions. Excellent customer service skills complimented by an ability to effectively interpret, respond, and clearly communicate problems and resolutions to customers. Ability to work effectively on independent tasks and in a collaborative team with a high level of professionalism and quality. Excellent communication and writing skills with the ability to clearly communicate technical concepts to both technical and non-technical audiences across all levels of an organization. Ability to adjust to changing situations to meet emergencies or changing program/production requirements. Qualifications First consideration will be given to those applicants that apply within the first 14 days. Minimum Entrance Requirements: Applicants must have at least two (2) years of full-time or equivalent part-time professional or practical experience in the field of information technology customer service and end user support, or any equivalent combination of the required experience and the substitutions below. An Associate's degree in a related field may substitute for one (1) year of the required experience. A Bachelor's degree or higher in a related field may substitute for the required experience. Equal Opportunity Statement An Equal Opportunity / Affineces Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply. The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Contact Contact Diversity Officer / ADA Coordinator: Emily Hartmann - ********** #J-18808-Ljbffr
$78k-112k yearly est. 4d ago
Operations Analyst
The Agency 4.1
Elgin, IL jobs
We are partnering with a well-respected local commercial bank in Elgin, IL that is seeking an Operations Analyst to join its on-site team. This is an excellent opportunity for a banking professional who enjoys working in a close-knit environment and wants hands-on exposure to bank operations, regulatory reporting, and financial reporting at a community-focused institution. Key Responsibilities Support daily bank operations with a strong focus on accuracy, controls, and efficiency Prepare, review, and assist with Federal Reserve and other regulatory reporting Assist in the preparation and analysis of financial, operational, and management reports Partner with accounting, finance, and operations teams to ensure data integrity and compliance Identify opportunities to improve operational processes and reporting workflows Support internal audits, regulatory exams, and compliance-related requests Participate in special projects and ad hoc analysis as needed Qualifications 2-10 years of experience in banking or financial services Background in bank operations, regulatory reporting, or financial reporting Familiarity with FED reporting requirements Solid understanding of financial statements and banking data Strong attention to detail, analytical skills, and organizational abilities Comfortable working on-site in a collaborative, small-bank environment Additional Experience That's a Plus Prior accounting experience (public accounting or industry) Experience working at a commercial or community bank Exposure to regulatory exams or audits Advanced Excel or reporting system experience Why This Opportunity Join a highly regarded local bank with strong community roots On-site role within a close-knit team Broad, hands-on exposure across operations, reporting, and finance Stable organization with a collaborative and professional culture If you are interested in this opportunity or other banking opportunities we encourage you to apply today!
$50k-77k yearly est. 3d ago
Leasing Analyst
Equity Lifestyle Properties, Inc. 4.3
Scottsdale, AZ jobs
With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career! of Lease Analyst in Scottsdale, AZ. What you'll do: The Lease Analyst, overseeing a portfolio of resorts, monitors and manages rent increase and lease information in an organized and efficient manner while understanding local laws and ordinances. Your job will include: Monitor portfolio for monthly rent increases; read, interpret and update leases and ensure their accuracy. Research and be familiar with local laws and ordinances Work with legal and local counsel in interpreting local laws for updates to leases. Run and review reports of activities and turnover for accuracy of rental rates. Recommend and update community lease types when necessary. Coordinate with community and regional managers to ensure timely and accurate mailing of rent increase letters. Respond promptly to questions from community managers regarding lease tracking. Train appropriate property personnel in lease execution and correctly tracking leases. Provide systems support to managers regarding rent charges, screening and processing of documents. Create and run reports to verify data in our automated accounting system, Manage America, and make corrections as necessary. Apply rent increase calculations per lease type; update leases with new language or market rents. Manage late fee profiles per lease type for each community. Review resident accounts and ledger for possible errors in rent charges or credits. Coordinate the new lease approval process. Track and meet all associated deadlines with implementing rents, charges and other fees Run statistical analysis as requested. Assist Director in other projects as needed. Identify and implement process improvements to optimize efficiency. Travel, as required, on a minimum basis. Skills & experience you bring: Bachelor's degree, preferably in Business, Accounting or Finance, or a related field. 3+ years of experience, preferably in a real estate, analyst, or lease administration capacity. Supervisory experience preferred but not necessary Leadership abilities Proficiency in Microsoft Office Suite and other relevant web-based applications. Meticulous attention to detail. Excellent written and verbal communications skills. Experience with automated accounting and rental software preferred. Strong organizational skills and the ability to manage multiple projects simultaneously. Strong collaborative and facilitation skills and the ability to resolve potential conflicts. In return for your excellent skills and abilities, we offer a comprehensive benefits package including: medical, dental, and vision plans, a generous 401(k) employer match, and paid vacations, holidays, and sick time. We invite you to visit our web site at ********************************* for additional information regarding our exceptional resort communities. As an Equal Opportunity Employer, we welcome and thank all applicants.
$55k-70k yearly est. 4d ago
Operations Analyst for Private Equity Team
Q Investments 4.1
Fort Worth, TX jobs
PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role. If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level. Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed. About Q Family Office: Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation. About PHI Group: Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment. Position Description: Provide analytical, forecasting, reporting, and project support to the CFO for the businesses. Produce reports, which include key metrics, financial results, and variance analysis. Assist in identifying opportunities for performance improvement across the organization. Assist in analyzing M&A opportunities and evaluate new lines of business. Develop models that help with decision-making. Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments Requirements: Recent graduate with an interest in financial operations and management Highly proficient Excel modeling capabilities Partial VBA experience Excellent academic credentials Successful candidates must possess US employment authorization to work. Must be able to commit to the position for at least three years. About Scott McCarty: Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc. Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.
$55k-82k yearly est. 3d ago
Asset Management Analyst
Preit 4.0
Philadelphia, PA jobs
Company Headquartered in Philadelphia, PREIT is a premier owner, developer, and operator of high-quality retail and mixed-use destinations across densely populated U.S. markets. Founded in 1960, the company has a storied history of transforming traditional shopping centers into vibrant, community-centric hubs that bring together shopping, dining, entertainment, and lifestyle experiences. Today, PREIT continues to redefine the future of retail by leveraging its portfolio's prime locations to deliver dynamic, multi-generational destinations. Responsibilities This position will support the Regional Asset Manager as it relates to company strategy and goals. This includes, but is not limited to, budgeting & forecasting, leasing analysis, deal execution, due diligence, analysis, and other projects that align with PREIT objectives such as transactions, refinancing, and development. Essential Functions Supports leadership in PREIT portfolio lease execution. Create and update annual property budgets and creating forecasting models for region in Argus and Excel. Develop pro formas and projections for leasing representatives to help them in negotiating transactions. Develop and track pro formas for redevelopment projects. Work closely with property management and accounting staff in coordinating collection efforts and responding to various tenant inquiries relating to co-tenancy, CAM audits and various other lease clauses. Build and maintain quarterly covenant calculations for term reporting. Participate in Regional Production meetings and ensure action items are addressed in a timely manner. Monitor performance of the property and identifying operations and challenges and implement strategies to respond. Review lease comments and work with Leasing Representatives to evaluate the impact of proposed changes and Landlord's risk and develop the appropriate responses to tenants. Prepare financial projections for the properties and portfolio, and for properties under consideration for development. Carry out special assignments/projects as assigned by management. Assist team in acquisition, disposition, and refinance initiatives. Qualifications Bachelor's degree in Accounting, Finance, Real Estate, Business Management, or related field required. Master's Degree highly desirable. 1 - 5 years of experience in commercial real estate, financial analysis and/or contract and real estate law. A combination of equivalent education and experience necessary to effectively perform the responsibilities of the position. Strong interpersonal skills; comfortable working with all levels of management, leadership, ownership, joint venture partners and external advisors. Excellent written and verbal communication skills Detail orientation demonstrated ability to multitask effectively, and strong analytical skills. Competency in the use of Microsoft Office suite including Excel and PowerPoint. Experience using ARGUS or Yardi a plus. Ability to work in Center City, Philadelphia office 4 days per week. Benefits 401(k) Health insurance
$66k-81k yearly est. 4d ago
Private Markets Due Diligence Analyst
Bank of America 4.7
Boston, MA jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy, and global markets, delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team develops and maintains robust frameworks, services, and tools to deliver goals-based wealth management, including asset allocation and portfolio construction across all asset classes, and manages discretionary single asset and multi-asset portfolios. The CIO Due Diligence team includes investment manager research, sourcing, and selection utilizing a strong investment governance process, including ongoing monitoring of traditional and alternative strategies. The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform. This includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees, and working on team projects. The ideal candidate will possess: Strong General Partner (GP) network to source high-quality fund investments. Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real Estate, Infrastructure, and Private Credit. Company-specific modeling and valuation skills necessary to assess underlying private company investments. Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens. Excellent written and communication skills to present findings clearly and articulately to committees, advisors, and clients. Strong presentation skills are a plus. Comfortable dealing with senior executives at private market firms. Team player capable of working across Investment Solutions Group (ISG) and Business lines. Travel (approximately 25%) involved to meet fund managers and attend annual meetings. Qualifications/Desired Skills: Minimum of 7+ years of investment experience with a focus on private market investments, ideally in private credit, Buyout, Venture Capital, Real Estate, or Infrastructure. Proficiency with Excel, Thompson One, Preqin, and Cambridge data for modeling purposes. Series 7 and 66 licenses or ability to obtain within 120 days of hire required. Age requirement: Must be at least 18 years old. Massachusetts pay and benefits information Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation to search for a job or submit an application, please contact us by calling **************. This dedicated line is exclusively for assisting job seekers with disabilities. Messages left for this purpose will be considered. Responses may take up to two business days. Please note: Messages left for other purposes, such as follow-up on an application or non-disability-related technical issues, will not receive a response. #J-18808-Ljbffr
$58k-79k yearly est. 3d ago
IT Access & Provisioning Analyst II
Commonwealth of Massachusetts 4.7
Chelsea, MA jobs
A state governmental agency in Chelsea, Massachusetts is seeking an Accounts Management Analyst II to manage employee provisioning and deprovisioning, ensure timely completion of requests, and support end-users with IT issues. The ideal candidate should have extensive experience in technical support, strong knowledge in Windows, Azure, and service management tools like ServiceNow, along with excellent problem-solving and communication skills. This full-time role offers a salary range between $77,290 and $116,401 annually. #J-18808-Ljbffr
$77.3k-116k yearly 4d ago
Hedge Fund Investment Analyst
Callan 4.3
San Francisco, CA jobs
As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group. What's Unique About This Role? Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients. Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office. Primary Duties Manager Research Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients Assist in presenting research analysis and findings to clients Manager and Portfolio Monitoring Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations Manager Sourcing Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital Proactively identify attractive fund investment opportunities appropriate for Callan's clients Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis Research and Education Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers Job Skills & Requirements Skills: Works constructively with colleagues in the group and across the broader organization Possesses strong written and verbal communication skills Responds to internal and external requests in a timely and efficacious manner Characteristics: Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality Education and Experience: Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships Progress towards, or completion of, CFA and/or CAIA program preferred Compensation, Benefits & Training At Callan, you can expect: A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more Training for all Callan databases, research, and other systems Access to team-building events, community outreach opportunities, and wellness events $65,000 - $85,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future. As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. About Callan Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at *************** Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences. #J-18808-Ljbffr
$65k-85k yearly 1d ago