Analyst IV, GPS (Global Product Solutions) Instrument
Research analyst job in Westlake, TX
The Role
Are you organized, analytical, and quality-focused to deliver accurate information to support all our customers? Then this role is for you!
As a GPS (Global Product Solutions) Instrument Readiness Analyst, you will play a critical role in supporting the onboarding and enhancement of instrument support across FFIO platforms. This role is ideal for someone with a strong understanding of how derivatives and other complex instruments function within accounting systems and middle office workflows. You will collaborate closely with senior analysts and cross-functional teams to ensure operational readiness and data integrity for new and evolving financial instruments.
The Expertise and Skills You Bring
Solid understanding of financial instruments, especially derivatives, and how they are processed within accounting platforms and middle office systems
Familiarity with instrument trade, collateral, and lifecycle events, including onboarding, valuation, and corporate actions
Experience with instrument reference data, valuation methodologies, as well as middle and back-office controls
Intermediate to advanced skills in Microsoft Excel (VBA a plus) and PowerPoint.
Experience working in fund accounting, trade operations, or data operations is a plus
Knowledge of Accounting system handling of derivatives (Invest One and/or Geneva) preferred
Ability to support and collaborate with senior team members on complex initiatives
Strong analytical and problem-solving skills with attention to detail
Effective communication skills to collaborate with internal stakeholders and technology partners
Ability to manage multiple priorities in a fast-paced, evolving environment
A proactive and collaborative mindset, with a willingness to learn and grow
The Team
The GPS team plays a vital role in ensuring that FFIO systems can support the full range of financial instruments used by Fidelity's funds. Your contributions will help safeguard the accuracy of fund valuations, improve operational efficiency, and enable the successful launch of new investment products.
#Fidelityalts
#FFIOALTS
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Data Research Analyst
Research analyst job in Dallas, TX
A leading organization in the Dallas, Texas area is looking for a Commercial Real Estate Analyst to play a key role in tracking market activity and supporting data-driven business decisions. In this role, you'll research local market trends, analyze property and leasing data, and prepare reports that guide business attraction. We're seeking someone who enjoys working with data, has strong attention to detail, and brings a genuine interest in commercial real estate and urban market trends.
Location: Downtown Dallas & 100% onsite
Key Responsibilities
Research and analyze commercial real estate trends using multiple data sources and analytic tools.
Develop custom reports, datasets, and outreach material using data visualization platforms.
Summarize industry reports and highlight key insights and emerging opportunities.
Maintain and update market data and dashboards to track performance and trends.
Prepare concise reports and presentations for internal teams and leadership.
Monitor leasing and tenant activity to identify retention and attraction opportunities.
Support ad-hoc analytics requests and contribute to materials for external stakeholders.
Qualifications
2+ years of experience in marketing research, economic development, or commercial real estate analysis.
Strong analytical and research skills with the ability to turn data into actionable insights.
Proficient in real estate databases, market analysis tools, and data visualization software.
Highly organized and able to manage multiple projects efficiently.
Self-motivated with a curiosity for real estate and market trends.
Bachelor's degree
If you meet the above qualifications, please submit your resume today ***********************.
Data Analyst
Research analyst job in Dallas, TX
Job Title: Senior Data Analyst
Full time (9+ years)
We are seeking a highly skilled Data Quality & Metadata Specialist to support our enterprise data initiatives. The ideal candidate will have deep expertise in managing Critical Data Elements (CDEs), metadata, and data lineage, along with strong technical proficiency in Python, SQL. This role requires a strategic thinker with hands-on experience in metadata management and a solid understanding of data governance frameworks and best practices.
Job Responsibility
Data Analysis:
Elicit, analyze, and document complex data governance requirements from business stakeholders at all levels, including the executive team.
Translate business needs (including CDE's) into clear and concise technical specifications for data governance solutions.
Create high-quality documentation, including meeting minutes, presentations, and reports for the executive team.
Conduct in-depth analysis of complex data to identify data quality issues, inconsistencies, and gaps.
Understanding of data quality controls and DQ dashboards and reports to monitor data governance metrics and provide insights to the executive team.
Create & Perform data lineage analysis to understand data flow, dependencies, and potential impacts of data governance changes.
Develop a deep understanding of Critical Data Elements (CDEs), metadata management, and data lineage within the organization's data landscape.
Analyze data requirements for applications and reporting, ensuring alignment with data governance policies.
Communication and Collaboration:
Communicate effectively with technical and business stakeholders at all levels, including the executive team.
Build strong relationships with cross-functional teams, including data architects, engineers, and business users.
Present findings and recommendations to diverse audiences, tailoring communication style and content as needed.
Qualification
* Bachelor's degree in a related field (e.g., Information Systems, Business Analytics, Data Science).
* CDEs, Metadata Management, Data Lineage - Expert
* Metadata & Lineage Tools - Expert
* Python is nice to have
* SQL and EXCEL - Expert
* 8 to 10 yrs of Experience
* Governance Principles & Best Practices - Advanced
* Data quality any tool experience
Data Analyst-25-74227
Research analyst job in Plano, TX
Employment Type : 6 Months
Data Analysis, Critical Thinking, Data Visualization
• Bachelor's degree and 5 years ‘experience
• Proficiency in data analysis tools (e.g., Tableau, Power BI)
• High proficiency in Power Point, Word and Excel
• Excellent problem solving and critical thinking skills
• Advanced proficiency with power point presentations that tell a story of the data and provide executive level insights including improvement plans with next steps
• Strength in working cross functionally, harnessing a collaborative team environment and being able to lead project work within a large dynamic team
• Adaptability to move at the pace of retail and work in a constantly evolving environment, making decisive decisions when needed
• Ability to analyze large sets of data and pivot into high level data summaries
• Outstanding written and communications skills, time management, and organization skill
• Experience handling time-sensitive and confidential business information
• Ability to travel approximately 10% of the time
The hourly range for roles of this nature are $40.00 to $45.00/hr. Rates are heavily dependent on skills, experience, location, and industry.
EPIC Ambulatory Analyst
Research analyst job in Fort Worth, TX
Epic Clinical Systems Analyst, Sr - Ambulatory
Job Type: Full-Time, On-Site (Hybrid after 90 days)
Department: Information Systems - Epic
CornerStone Technology Talent Services is seeking a Senior Epic Clinical Systems Analyst (Ambulatory) to support a leading pediatric healthcare organization. This individual will play a key role in optimizing clinical workflows, managing Epic Ambulatory build activities, and supporting technology integrations that enhance patient care delivery across multiple primary care sites.
The ideal candidate is a seasoned Epic Ambulatory Analyst with a solid foundation in system build, clinical workflow design, and third-party integrations. They are confident working independently, comfortable leading technical discovery sessions, and skilled at collaborating with both clinical and IT stakeholders.
Key Responsibilities
Lead the build, configuration, and maintenance of Epic Ambulatory modules, with emphasis on: Immunization workflows, Order Preference Aggregation (OPA), Third-party software integrations
Manage and resolve Epic tickets efficiently while identifying opportunities for workflow and process improvement.
Support new primary care clinic acquisitions, ensuring alignment with enterprise standards.
Contribute to the implementation and support of AI-driven tools, including Dragon Medical One and other voice-recognition technologies.
Collaborate with clinicians, technical teams, and leadership to align system design with organizational goals.
Provide mentorship and guidance to junior analysts on the team.
Maintain compliance with Epic standards and internal change management processes.
Qualifications
Experience: 3-5 years of Epic Ambulatory build experience within a clinical or healthcare environment.
Epic Certification: Not required at time of hire; must obtain certification within standard timeframe (typically 6 months).
Certification support includes costs, travel, and training at Epic HQ (Verona, WI).
Candidates with prior or lapsed certification are encouraged to apply.
Proven experience with Epic Ambulatory configuration and support.
Familiarity with OPA and immunization workflows.
Experience managing 3rd-party integrations and voice-recognition tools such as Dragon Medical One.
Strong communication skills across clinical and technical audiences.
Ability to operate independently and manage multiple priorities.
Demonstrated leadership and mentoring capabilities.
Who You Are
You are an experienced Epic Ambulatory professional who thrives in a collaborative environment and enjoys solving complex workflow challenges. You're detail-oriented, proactive, and eager to take ownership of high-impact initiatives in a fast-paced healthcare setting. You value structure, teamwork, and the opportunity to make a measurable difference in patient care through technology.
Power BI Analyst
Research analyst job in Dallas, TX
About the Role:
We are seeking a Power BI Analyst to help us manage and grow our business reporting.
This company operates in the Real Estate industry managing hotels, multifamily apartments and land development. This role is best suited for someone with a solid foundation in Power BI who enjoys building dashboards, transforming data, and providing insights to business stakeholders.
Onsite: 100%
Location: Dallas, TX. Must reside in Dallas, TX
Key Responsibilities:
Design, develop, and optimize complex dashboards, reports, and KPIs in Power BI.
Transform and clean data using Power Query for reporting purposes.
Create calculated measures and columns in DAX
Manage report publishing, scheduling, and permissions within Power BI Service.
Manage Power BI Service, including workspaces, governance, and access controls.
Utilize different tools to test and ensure reports do not breach Fabric capacity thresholds
Collaborate with stakeholders to understand reporting needs and deliver actionable insights.
Ensure data accuracy and consistency across reports.
Provide end-user training and support for Power BI dashboards.
Stay current on BI and analytics best practices and advise leadership on BI strategy.
Qualifications:
2-3 years of experience using Power BI in a business or analyst role.
Understanding of BI architecture, Microsoft Fabric, data warehousing, and governance.
Proficiency with Power BI Desktop and Power BI Service.
Basic SQL knowledge (querying, filtering, joins).
Strong attention to detail and data quality.
Good communication skills to work with non-technical stakeholders.
Exposure to Azure, cloud databases, or other BI tools.
Experience with Excel-based analytics.
Data Analyst
Research analyst job in Plano, TX
Retail Systems & Support Analyst
Schedule: Onsite, M-F, 8-5pm
The main function of the Data Analyst is to provide business intelligence support and supporting areas by means of both repeatable and ad hoc reporting delivering reports (charts, graphs, tables, etc) that enable informed business decisions.
Job Responsibilities:
? Analyzes performance of process activities, identifies problem areas, and presents findings in clear, concise charts, graphs, tables, or summaries.
? Establishes standardized methods of recording, tracking, and reporting on activity.
? Design, implement, automate, and maintain large-scale enterprise data ETL processes.
? Modify existing databases and database management systems and/or direct programmers and analysts to make changes.
Skills:
? Ability to work as part of a team, as well as work independently or with minimal direction.
? Excellent written, presentation, and verbal communication skills.
? Demonstrated knowledge of one or more key information service standards such as SDLC, ITIL, QA/testing, Project Management, Six Sigma, etc.
? Strong PC skills, including knowledge of Microsoft SharePoint.
Education/Experience:
A bachelor's degree in a technical field, such as computer science, computer engineering, or a related field required.
? 0-2 years of experience required.
? Process certification, such as Six Sigma, CBPP, BPM, ISO 20000, ITIL, CMMI.
KEY RESPONSIBILITIES/REQUIREMENTS:
Position Summary:
We are seeking a results-oriented IT administrator to manage our retail store technology infrastructure. The candidate will be responsible for managing existing platforms, hardware, and software, performing troubleshooting to resolve AV and IT issues, and maintaining our networks and servers. This position will also play an important role in the selection, development, and deployment of all new additions to the technology deployed into our customer-facing environments.
Role and Responsibilities:
• Monitor, maintain, and deploy network and server systems
• Develop a streamlined process for upgrading, installing, and configuring new hardware and software with guidance from the Sr. Manager of Technology and Systems
• Establish and enforce security protocols and procedures to prevent potential threats
• Strengthening and managing internal security through inspection, audit, and approval processes
• Creating user accounts and managing access control
• Performing diagnostic tests and debugging procedures to optimize retail technology and systems
• Documenting and standardizing processes for use by retail team and back-office support teams
• Support new technology rollouts for testing and deployment
• Develop strong relationships with the Global and local Systems and Security teams
• Assist Retail Store Operating Partners with guidance on deployment and technical support for systems used within the company's operated retail stores and retail partner locations.
Technical Understanding
• Windows Server and Active Directory Enterprise management
• Amazon Web Services (Firewall and Virtual environment)
• Meraki network infrastructure management, security, and deployment
• Retail Point of Sale systems (iQmetrix)
• Retail Analytics Software Used to Monitor Customer Traffic and Conversion
• Digital content management and deployment (BrightSign, AMX, VXT, and MagicINFO Digital web-based content management solutions)
• Working knowledge of Sales Enablement tools and platforms
• Video security solutions and monitoring (Eagle Eye Networks)
• Microsoft SharePoint
• Project management tools (Jira, Confluence)
• VoIP hosted voice solutions
• Understanding of commercial retail audio solutions (Harman and Soundtrack Your Brand)
• Windows Desktop Management Tools and Software
• Understanding of Asset Management tools and platforms
Skills and Qualifications:
• Bachelor's degree in computer science, information technology, information systems, or similar
• Experience in retail AV/IT telecommunications industry is a plus
• Applicable professional qualification, such as Microsoft, AWS, Oracle, or Cisco certification
• At least 2 years' experience in a similar role
• Extensive experience with AV and IT systems, networks, and related technologies, including wireless networking, routing and switching, multimedia systems, and broadband technology standards
• Solid knowledge of best practices in IT administration and system security
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Periodic availability required for after-hours, weekends, and holidays to support and align with retail business operating hours
• Ability to travel 20% of the time, with the possibility to increase up to 40% to support the future growth of the organization
Necessary Skills and Attributes:
Ability to work cooperatively and build strong relationships with peers and leadership; sharing ideas and developing effective business processes in support of the company's mission. Ability to collaborate and be comfortable dealing with ambiguity, influencing across multiple complex organizations, and creating effective business partnerships. Polished interpersonal skills, including strong verbal and written communication skills in the local market language. Ability to effectively manage multiple projects, have attention to detail, and work effectively under deadlines in a collaborative and matrixed environment.
Data Analyst
Research analyst job in Plano, TX
The ideal candidate will use their passion for big data and analytics to provide insights to the business covering a range of topics. They will be responsible for conducting both recurring and ad hoc analysis for business users.
Responsibilities
Understand the day-to-day issues that our business faces, which can be better understood with data
Compile and analyze data related to business' issues
Develop clear visualizations to convey complicated data in a straightforward fashion
Qualifications
Bachelor's or Master's degree in Statistics or Applied Mathematics or equivalent experience
1 - 2 years' Data Analysis experience
Proficient in SQL
Marketing Analyst
Research analyst job in Irving, TX
Business Analyst - Merchant Experience (Restaurant Delivery Programs)
Contract: 12 months with strong potential for extension or conversion
Work Authorization: U.S. Citizens or Green Card holders only
Company Overview
Our client is a fast-growing leader in digital commerce and last-mile delivery, focused on transforming how consumers interact with convenience and restaurant brands. With a mission to elevate partner experiences and drive innovation across the delivery ecosystem, they are scaling rapidly-tripling their merchant footprint in the coming year. Their culture values ownership, creativity, and operational excellence, making this an exciting opportunity to shape the future of restaurant delivery.
Role Summary
This newly created role sits within a high-impact team focused on optimizing the experience of restaurant partners on a national delivery platform. As a Business Analyst for Merchant Experience, you'll lead initiatives that improve onboarding, engagement, and satisfaction for both enterprise food chains and independent restaurants.
You'll act as a program manager and strategic partner to Account Managers, driving solutions from concept to execution. From welcome kits and promotional offers to operational playbooks and branded driver assets, you'll ensure every merchant feels supported and set up for success.
Key Responsibilities
Lead cross-functional initiatives to improve restaurant partner experience across onboarding, support, and engagement.
Design and implement scalable programs tailored to enterprise chains and independent restaurants.
Collaborate with Account Managers to resolve merchant issues and ensure consistent support.
Develop materials such as welcome boxes, quick reference guides, and promotional packages.
Partner with Marketing and Growth teams to activate merchants in campaigns and co-branded efforts.
Define and track merchant satisfaction metrics; recommend improvements based on data insights.
Coordinate with Product and Analytics teams to build dashboards and reporting tools.
Own special projects such as branded driver assets and merchant-facing communications.
Key Requirements
3+ years of experience in B2B relationship management, customer success, or program management.
Strong familiarity with the restaurant or delivery marketplace ecosystem.
Experience supporting both enterprise and SMB clients with tailored engagement strategies.
Proven ability to lead cross-functional initiatives and drive measurable outcomes.
Excellent communication skills with the ability to build trust across diverse stakeholders.
Comfortable working in a fast-paced, high-growth environment with evolving priorities.
Bachelor's degree in Business, Marketing, Operations, or related field.
Prior experience with POS platforms (e.g., Toast, Olo) or delivery services (e.g., Favor, DoorDash) is a plus.
Workday HCM Analyst (Payroll & Benefits) - FTE
Research analyst job in Fort Worth, TX
We are seeking a hands-on Workday HCM ERP Analyst with a strong focus on Payroll and Benefits configuration. The ideal candidate is a techno-functional professional who can partner with HR, Payroll, Finance, and other business units to gather requirements, configure Workday, and deliver system enhancements.
This role is responsible for optimizing processes, reducing manual workarounds, and implementing new features across multiple Workday modules. This position is a mix of functional expertise and technical configuration, perfect for someone who enjoys solving business problems directly in the system.
Responsibilities:
Configure and maintain Workday HCM modules, with primary focus on Payroll and Benefits.
Build and enhance business processes, calculated fields, condition rules, and custom reports.
Partner with stakeholders (HR, Finance, Payroll, AP, Legal, Supply Chain) to gather requirements and deliver system solutions.
Support Workday feature releases and perform smoke testing of enhancements.
Identify process improvements, reduce manual workarounds, and optimize system functionality.
Troubleshoot system issues and provide proactive recommendations to improve performance.
Participate in ERP projects, including build, testing, and post-implementation support.
Follow all change control, security, and compliance protocols.
Experience:
3+ years of hands-on Workday configuration experience, preferably across multiple modules (Payroll, Benefits, Core HCM, Compensation, Advanced Compensation, Talent/Performance, Recruiting, Absence).
Strong understanding of HR and Payroll processes and the ability to translate them into Workday configurations.
Hands-on experience with business process setup, calculated fields, condition rules, and reporting.
Excellent communication skills with the ability to collaborate across multiple business units.
Ability to independently drive configuration, testing, and delivery of system enhancements.
Comfortable working in a fast-paced, multi-module Workday environment.
Exposure to Workday integrations or security setup.
Experience in large-scale Workday implementations or ongoing optimization.
FP&A Analyst
Research analyst job in Dallas, TX
Job Title: FP&A Analyst
FLSA Status: Exempt
About us: At Compatriot Capital, Inc. (“CCI”), our strategic focus is on investing in real estate companies and their projects. We are dedicated to growing enterprise value by forging strong relationships with talented and committed partners in the real estate industry. Our mission is to provide crucial capital support to facilitate the growth and expansion of private real estate operating companies while building a diverse portfolio of real estate assets. Compatriot currently manages approximately $7 billion in real estate investments with an ambitious growth plan for the next 10 years. Compatriot is a wholly owned subsidiary of Sammons Enterprises, Inc. (“Sammons”), one of the largest privately held companies in the U.S. Sammons is proudly 100% employee owned, and our unique capitalization is the foundation of our culture of ownership.
Job Summary: The FP&A Analyst will report to the Director of FP&A and play an integral part in shaping the company's financial strategy, supporting operational leaders, and driving actionable insights. This position will be responsible for portfolio valuations, budgeting, forecasting, variance analysis, financial modeling, and KPI tracking, while also supporting executive-level presentations and analysis. The role requires a balance of analytical rigor, cross-functional collaboration, and proactive problem-solving.
Supervisor: Director of FP&A
Primary Responsibilities:
Prepare quarterly valuations for a diversified real estate portfolio, collaborate with stakeholders to confirm assumptions, and maintain complex models on operating real estate investments and portfolio companies.
Assist with annual budget creation, forecasts, and ongoing variance analysis.
Update and maintain financial models; conduct variance analysis and communicate insights to leadership.
Champion improvements in data management and become a power user of Cherre, Compatriot's data platform.
Monitor KPIs frequently and proactively identifying trends and collaborating with operational leaders to capture growth opportunities.
Evaluate assumptions and perform robust scenario analysis, including benchmarking against competitors and external data.
Streamline processes and improve financial models for greater efficiency and responsiveness.
Support the development and maintenance of models for the company's long-term business plan.
Partner with cross-functional teams to provide insights, optimize company spending, and evaluate the financial implications of the pipeline of large-scale projects.
Prepare dashboards, reports, and executive-level presentations.
Lead or support ad-hoc reporting, analysis, and special projects as required.
Performance measurement (unrealized and realized returns and maintain database).
Assist in maintenance of records in Prophix, the data platform of Sammons.
Education and Qualifications:
Bachelor's degree in Finance, Business, Accounting, or Real Estate.
2-5 years of deal transactions, valuation consulting, or relevant financial analyst experience.
Advanced proficiency in Excel; experience with Power Query or Power BI preferred.
Strong PowerPoint skills, with the ability to create and deliver executive-level presentations.
Understanding of GAAP and financial acumen.
Excellent analytical, problem-solving, and critical-thinking abilities.
Effective communication skills-able to translate financial insights into actionable recommendations.
Highly detail-oriented and organized, with the ability to maintain a big-picture perspective.
Proactive, entrepreneurial, and comfortable working in a fast-paced, dynamic environment with strict deadlines.
Collaborative team player, adaptable, and willing to take on diverse responsibilities.
Available for full-time in-office work in Dallas, TX (Mon-Fri).
Other Duties: Please note this job description is not exhaustive. Responsibilities and activities may evolve in line with the Compatriot's needs.
Sales Support Analyst
Research analyst job in Irving, TX
Title: Sales Support Analyst
Duration: 6 month contract to hire
Schedule: Monday - Friday, 8am - 5pm (Onsite)
Must Haves:
* 1-2+ years of logistics/sales support
* Strong Excel experience and knowledge
* Must have strong communication, interpersonal and computer skills
* Positive and energetic attitude
* Demonstrated skills and attitudes for excellent customer service
Job Description
* Greet customers warmly and ascertain problem or reason for calling
* Manage customer complaints and inquiries through phone calls and emails
* Track customer interactions and issues and show ownership through resolution
* Monitor and process customer calls and ensure optimal level of customer satisfaction and resolve all outbound issues
* Coordinate with senior staff and escalate customer requirement and issues as per requirement
* Analyze/Solve problems
* Identifying the issues of customers rapidly and precisely
* Answer questions about warranties or terms of sale
* Inform customers about any changes made before and after the order process
* Provide ETA (Estimated Time Arrival) to customers for out of stock or delayed orders
* Research, create, and complete daily test results, parts not returned notices, and repair status reports in order to inform customer via email of current updates
* Ensure customer satisfaction
Production Analyst - Texas Start Date: Summer 2026 (Full time, On-Site)
Research analyst job in Dallas, TX
Start Date: Summer 2026 (Full time, On-Site)
About the Role
Yorktown Capital is seeking a motivated and detail-oriented Production Analyst to support our Texas origination team. This role is ideal for someone with a strong interest in real estate, finance, and lending, who wants to develop the analytical and client-facing skills needed to grow into an Originations Associate role.
The successful candidate will assist with market research, financial underwriting, borrower outreach, and operational support to help drive loan origination and execution throughout Texas. This position offers direct exposure to private credit, loan structuring, and real estate investment, working closely with senior originators and leadership.
Key Responsibilities
Market Research & Analysis
Research and analyze Texas real estate markets, including economic trends, development activity, demographics, and competition.
Conduct comparative market analyses (CMAs) using MLS, CoStar, and other valuation tools to assess property values, comparables, and pricing trends.
Prepare detailed market reports and presentations to support origination and investment strategies
Financial Underwriting & Analysis
Assist in financial modeling, loan sizing, and feasibility analysis for new lending opportunities.
Review development pro formas, construction budgets, and borrower financial statements; as well as other relevant project documentation such as appraisals, surveys, and operating statements.
Analyze key deal metrics to help support underwriting decisions and loan pricing.
Support senior team members with due diligence, data verification, and documentation for loan packages.
Borrower & Broker Engagement
Conduct initial outreach to borrowers, developers, and brokers via phone, email, and other digital platforms.
Qualify new opportunities based on lending criteria and coordinate introductory calls for senior originators.
Assist in managing and maintaining ongoing borrower and broker communication for the Texas origination team.
Contribute to the business development pipeline, tracking leads and helping identify new origination opportunities
Team & Pipeline Support
Provide direct support to senior members of the YKTN Texas origination team on active and prospective deals.
Maintain and manage the team's origination pipeline using the company's CRM, ensuring borrower, broker, and deal data are accurate and up to date.
Prepare loan summaries, internal memos, and presentations for meetings and investment discussions.
Organize digital files, reports, and documentation to streamline origination and underwriting workflows.
Qualifications
Bachelor's degree in Real Estate, Finance, Economics, Business, or related field.
0-2 years of experience in real estate, finance, lending, or market analysis.
Strong analytical, organizational, and research skills with attention to detail.
Proficiency with Excel, Google Workspace, and real estate data tools (MLS, CoStar, etc.).
Excellent written and verbal communication skills; comfortable interacting with clients and brokers.
Proactive, professional, and eager to grow within a fast-paced private lending environment.
Healthcare Equity Analyst
Research analyst job in Dallas, TX
About Barrow Hanley Global Investors: Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa.
Job Description: Barrow Hanley is recruiting for a mid-senior level U.S. Equity Analyst that will be part of a team focused on US Markets long-only institutional investment products. This role will be covering the healthcare sector. The analyst will be responsible for sourcing, researching, and recommending investment ideas. Eligible candidates should have a passion for investing with a provable record (at least five years) of generating alpha covering the healthcare sector.
Responsibilities
Equity and market analysis
Screen and source potential investment ideas
Performing due diligence on potential investments - build financial models, interview management teams and industry participants
Monitor portfolio holdings
Clearly communicate recommendations written and orally
Qualifications
5+ overall work experience - equity research, investment banking and/or buyside - not including internships focusing on the healthcare sector
5+ years relevant work experience in domestic markets with proven and demonstrated record of generating alpha in the healthcare sector
Demonstrated passion for investing
MBA and/or CFA heavily preferred
Excellent analytical skills
Strong communication, presentation, and organization skills
Must work well independently and as a team
*This job is not eligible for visa sponsorship*
Barrow Hanley recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and abilities and provides a work environment that ensures all employees are free from discrimination or harassment because of race, color, sex, gender, age, religion or religious creed, national origin, ancestry, citizenship, marital status, sexual orientation, gender identity, gender expression, physical or mental disability, military or veteran status, public assistance needs, or any other characteristic protected by law.
Barrow Hanley 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 an accommodation, need assistance with the application process, or would like to view the Firm's related policies, please email HR at [email protected].
Auto-ApplyAssociate Principal, 340B Policy - Apexus
Research analyst job in Irving, TX
When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future.
Summary:
In this role, you will serve as an expert in the review, analysis, and assessment of 340B and drug pricing policies. You will communicate policy content and its impact on the 340B program and to stakeholders and Apexus leadership and staff. You will serve as a liaison with the Health Resources and Services Administration (HRSA) operational staff to ensure consistency and accuracy of Prime Vendor Program (PVP) policy support including content provided by call center responses, educational programs, and resources with government policy. You will collaborate with leadership and other Apexus staff to ensure consistent and accurate communications with HRSA team members.
Responsibilities:
Review and evaluate the stakeholder impact of 340B, the Inflation Reduction Act, and adjacent drug pricing guidance, positions, legislation, litigation, and policies.
Serves as a liaison with HRSA operational staff to ensure consistency and accuracy of PVP policy support, including technical assistance provided by the Apexus Answers call center.
Maintain HRSA's Frequently Answered Questions in alignment with the HRSA team.
Develop and review content for 340B policy education and communication.
Liaise with stakeholders to determine the needs and goals of policies.
Identify and analyze market trends and conditions impacting 340B and drug pricing policy and provide insights on emerging strategies.
Maintain collaborative relationships with key stakeholder groups (providers, industry, consultants, and government agencies) engaged with the 340B program.
Support evaluation of policy impact on business strategies and marketplace.
Represent Apexus at meetings by preparing and delivering presentations.
Qualifications:
PharmD, Juris Doctorate, or comparable relevant degree required.
10 or more years of relevant experience with deep technical expertise in drug pricing/pharmaceutical-related fields required.
Prefer deep expertise in CMS policies (IRA, Medicaid, OPPS, pharmaceutical market access, etc.)
In-depth knowledge of stakeholders, policies, and vendors serving the 340B market is needed.
Ability to interpret legal and policy documents into concise internal and external communications preferred.
Prior experience managing multiple project elements at the same time; synthesizing insights from analysis and ensuring credible, actionable recommendations preferred.
Strong communication and project management skills.
Willingness to travel.
Estimated Hiring Range:
At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances. The current salary range for this role is $135,200.00 to $236,600.00.
This position is also incentive eligible.
Vizient has a comprehensive benefits plan! Please view our benefits here:
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Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities
The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law.
Auto-ApplyUS L/S Equity Analyst - Financials (REITs)
Research analyst job in Dallas, TX
Investment Analyst Team: Financials Long/Short Equity
Verition Fund Management LLC (“Verition”) is a multi-strategy, multi-manager hedge fund founded in 2008. Verition focuses on global investment strategies including Credit, Fixed Income & Macro, Convertible & Volatility Arbitrage, Event-Driven, Equity Long/Short & Capital Markets, and Quantitative Strategies.
Role Summary:
We are seeking a highly motivated and detail-oriented Investment Analyst to join a Financials Equity Long/Short team. The ideal candidate will have 2+ years of experience at in an equity research, investment banking, real estate private equity or relevant industry role, with a strong academic background and a proven track record of excellence.
Key Responsibilities:
- Conduct in-depth fundamental research and analysis on Financial companies (REITs).
- Develop and maintain detailed financial models and valuation analyses.
- Monitor industry trends, competitive dynamics, and macroeconomic factors impacting the sector.
- Participate in meetings with company management teams, industry experts, and sell-side analysts.
- Continuously update and improve investment theses based on new information and market developments
- Support portfolio manager in portfolio construction and risk management.
Qualifications:
- At least 1+ years of relevant experience, focused on Real Estate and/or REITs.
- Investment banking experience preferred, but not required
- Strong analytical and quantitative skills with a solid understanding of financial statements, modeling, and valuation techniques.
- Excellent written and verbal communication skills.
- High level of intellectual curiosity, strong work ethic, and a keen attention to detail.
- Ability to work effectively in a team-oriented, fast-paced, and dynamic environment.
Auto-Apply2026 Chase Leadership Development Program - Summer Analyst Opportunity (OH, DE, TX)
Research analyst job in Plano, TX
JobID: 210639842 JobSchedule: Full time JobShift: : Talent is the currency of our business. Our commitment to providing best-in-class industry solutions is enabled by individuals like you. We offer a framework for career growth through unmatched training and exciting experiences and access across our businesses. Our collaborative culture is designed to support YOUR success - wherever it takes you.
As a Summer Analyst in the Chase Leadership Development Program (CLDP), you will participate in a vigorous 9-week introduction to our Full-time Program. The summer is centered on providing you a comprehensive look at Chase, with our Summer Analysts focused on matters that are value-add to our business and have a real-life impact on our customers. Both our Summer and Full-time Programs are designed to deepen your knowledge of Chase through exposure to our business units: Auto, Business Banking, Card Services, Connected Commerce, Consumer Banking, Data & Analytics, Digital Product & Experience, Finance, Home Lending. J.P. Morgan Wealth Management, Marketing & Communications, Control, Operations, Risk Management, & Strategy. CLDP Summer Analysts are placed in a role focused on one of our four program disciplines: Data & Analytics, Product, Project/Program Management, and Strategy & Strategic Initiatives.
As a CLDP Summer Analyst at JPMorgan Chase, you will have access to training opportunities structured to enhance your business acumen while further developing your professional and technical skills. You will be provided with a strong support network consisting of a dedicated program manager, mentors, and senior leaders who are invested in your success during your internship. Frequent manager feedback, coaching, and peer mentoring sessions aimed at celebrating your personal brand will allow you to build your network in an effective manner. Successful completion of CLDP Summer Analyst Program may result in an offer of employment into our CLDP Full-time (2-year rotational) program.
CLDP Summer Analyst projects may include:
Job responsibilities:
* Utilizing data analytics to measure operational effectiveness, support risk/reward related business decisions, as well as assess and forecast profit
* Driving product development through the lifecycle - testing, iterating, measuring, and marketing new and developing features
* Overseeing project management efforts for high visibility of our brands, inclusive of marketing & media initiatives
* Evaluating and quantifying business strategies in line with regulatory controls
* Developing innovative solutions to key business cases by collaborating as needed across business, product areas, and functions (ex: Engineering, Brand, Legal, Compliance, Finance, UX Design, etc.)
Required qualifications, capabilities, and skills:
* Pursuing a B.A., B.S., or 5th year M.A. or M.S. degree with expected graduation of December 2026 through June 2027
* Proficient in Microsoft Excel and Word
* Exceptional analytical, interpersonal and communication skills
* Excellent project management, problem solving, and collaboration skills
* Proactive, responsive team players who can thrive in a dynamic and changing collaborative environment
* Ability to demonstrate intellectual curiosity and a willingness to learn
* An interest in supporting innovative financial products and services of the future
Preferred qualifications, capabilities, and skills:
* Minimum GPA of 3.2 out of 4.0
* Coursework in Actuarial Science, Economics, Engineering, Finance, Mathematics, Operations Research, Statistics, Analytics, Information Systems, or Emerging Technology in Business a plus
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
What's Next?
* To be considered for the Chase Leadership Development Program, you must submit a complete and thoughtful application, which includes your resume, and location preference.
* Your application and resume are a way for us to initially get to know you. It's important to complete all relevant application questions, so we have as much information about you as possible. We will review your application to determine whether you meet the require criteria.
* If you meet the minimum criteria for the application, you will receive an email invitation to complete a video interview, powered by HireVue.
* This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
* HireVue is required, and your application will not be considered for further review until you have completed this step.
* Applications will be reviewed on a rolling basis; we strongly encourage you to complete your HireVue video(s) within three days of receiving
* We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
2025 JPMorgan Chase. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Auto-ApplyResearch Data Analyst
Research analyst job in Southlake, TX
Reporting to the Director of Institutional Effectiveness, the Research Data Analyst provides foundational expertise in research data management, analysis, and methodology needed for supporting The King's University's assessment and research projects, data collection, and decision-support services. The person in the position will combine a passion for research design with experience in managing and improving quantitative data assets and processes.
RESPONSIBILITIES
The essential functions, pursuant to the Americans with Disabilities Act, may include the characteristic duties and responsibilities noted herein, however, this list represents examples only, and is not a comprehensive listing of all functions and tasks performed by positions found in this job description.
Position Specific Responsibilities
Advises and supports the development of analysis plans for institutional studies and other data collection efforts; proposes additional data sources (e.g., IPEDS) to augment analyses.
Leads the development and routine maintenance of standards for institutional survey design and sampling.
Reviews and contributes to online survey programming. Supports the technical development of data collection tools, including the use of customized code for supporting special online survey requirements.
Collaborates with the Data Governance Team to develop and maintain standards for data quality; identifies, proposes, and implements improvements to data cleaning and preparation procedures.
Leads effort to automate data analysis needs in support of templated research products and services.
Collaborates on the development of interactive data visualization, self-service reports, and dashboards that give both internal and external end-users the ability to analyze, communicate, monitor, and plan for the future.
Advises on dataset formatting and needs, as well as data integration needs.
Reviews institutional products and publications for appropriate analyses and statistical content, including review of infographics and data visuals.
Respond to and prepares deliverables for ad hoc analysis requests from internal and external customers.
Manage the budget and ensure effective use of fiscal resources.
Identify and recommend policies and procedures related to the research practices of the University; plan and implement new operating procedures and technology to advance and improve service quality and efficiency of service delivery.
Perform other related duties as assigned and participate in special projects as assigned.
University-Wide Responsibilities
Model core organizational beliefs and values; communicate openly and effectively within and across departments. Establish and maintain professional communication and ensure that all interactions are supportive, courteous, and respectful (TKU Social Covenant).
Utilize effective communication skills to present information accurately and clearly both internally and publicly.
Participate in professional development activities that are aligned with university, departmental and individual goals.
Maintain accurate and complete records as required by governing entities (DOE, TRACS, ABHE, etc.); file all physical and computerized reports, records, and other documents required.
Attend and participate in staff meetings and serve on committees as required.
Comply with all policies, operating procedures, legal requirements, and verbal and written directives.
Perform other related duties as assigned.
QUALIFICATIONS
Education:
Bachelor's degree in statistics, biostatistics, economics, computer science, mathematics, or related field or bachelor's with equivalent experience.
Master's degree preferred.
Experience:
2-3 years experience in higher education.
Experience with data visualization platforms (e.g., Tableau, Microsoft BI).
Experience and use of computer software packages commonly used in survey research (e.g., Survey Monkey, Alchemer).
Proficient with standard statistical techniques such as linear regression models, linear mixed models, clustering, m factor analysis, time-service models, and power/sample size estimation, data mining. 3-5 Years preferred.
Experience with statistical packages (e.g., SPSS, SAS) is preferred.
Experience with course evaluation packages (e.g., CoursEval, Watermark's Course Evaluations and Surveys) is preferred.
Competencies:
Excellent verbal and communication skills.
Commitment to Excellence
Planning and Organizational skills
Attention to detail
Self-Starter
Problem-solving
Data Analysis
Aptitude for technology
System Thinking
Other Requirements
Criminal Background Verification
MENTAL/PHYSICAL/ENVIRONMENTAL DEMANDS
Maintain emotional control under stress
Lift up to 25 lbs.
Auto-ApplyRegional Distribution Analyst (Dallas, TX)
Research analyst job in Coppell, TX
COMPANY BACKGROUND Love. It's what makes Subaru, Subaru. As a leading auto brand in the US, we strive to be More Than a Car Company. Subaru believes in being a positive force in the communities in which we live and work, not just with donations but with actions that set an example for others to follow. That's what we call our Subaru Love Promise.
Subaru is a globally renowned automobile manufacturer known for its commitment to innovation, safety, and sustainability. With a rich history dating back to 1953, Subaru has consistently pushed the boundaries of automotive engineering to deliver vehicles that offer not only exceptional performance but also a unique blend of utility and adventure.
Subaru's company culture is built on collaboration, diversity, and a shared passion for our product. We foster an inclusive environment that encourages employees to bring their unique perspectives and talents to the table. Our team members are driven by a common goal: to create exceptional vehicles that inspire and delight our customers.
SUMMARY
Serves as primary interface between the retailer body, the District Sales Managers (DSMs), and the national distribution systems that produce, order, ship, and track our vehicles.
PRIMARY RESPONSIBILITIES
* Supports major departmental activities including allocation of vehicles and the ordering, shipping, and tracking of promotional, test, and pool vehicles.
* Analyzes and supports major departmental systems including the Sold Order System, the Order Management and Traffic Management systems, the Subaru Business Intelligence analytical system, and the Subarunet Retailer Communication System.
* Answers and addresses retailer and District Manager calls/emails regarding departmental functions.
* Monitors, tracks, and implements all aspects of the Subaru Service Loaner Program (SSLP) program including ordering, converting, and completing documentation as needed to expedite process.
* Creates, analyzes, presents, and acts on reports relating to assigned areas. Analyzes SSLP for growth opportunity and efficiency.
* Maintains responsibility for the administration, analysis, tracking, care, and disposal of all vehicles in Regional, Zone, or port inventory.
* Analyzes and coordinates traffic actions surrounding auto show, promotional, test, pool, and Employee Vehicle Lease Program (EVLP) and Employee Vehicle Purchase Program (EVPP) vehicles.
* Works with Regional Distribution Manager on reporting for electric vehicle (EV) strategy and execution.
ADDITIONAL RESPONSIBILITIES
* Communicates policies and procedures to District Sales Managers (DSMs) and retailers.
* Coordinates with other Region personnel on vehicle plating and registrations.
* Creates and analyzes reports to be utilized by Zone Directors for purchase orders (POs).
QUALIFICATIONS
* Bachelor's Degree required
* At least 2-4 years required
* Experience with process planning and improvement.
* Strong organization and time management skills.
* Self-starter and ability to work independently.
* Strong interpersonal skills.
* Strong verbal and written communication skills.
* Experience at managing and adapting to change, working in a creative environment.
* Intermediate skills in Microsoft Office Suite and Subaru databases.
TRAVEL REQUIREMENTS
* Domestic- 5%
COMPENSATION: The recruiting hourly range for this full-time position is $29.49-$32.82 per hour. Within the range, individual pay is determined by factors, including job-related skills, experience, and relevant education or training. (Internal Job Grade: P1) In addition to competitive salary, Subaru offers an amazing benefits package that includes:
* Medical, Dental, Vision Plans
* Pension, Profit Sharing, and 401K Match Offerings
* 15 Vacation days, 9 Company Holidays, 5 Floating Holidays, and 5 Sick days.
* Tuition Reimbursement Program
* Vehicle Discount Programs
* See our Careers landing page for additional information about our compensation and benefit programs
Auto-ApplyPBWM Technology, Summer Analyst, Leadership & Delivery - Dallas (North America - 2024)
Research analyst job in Irving, TX
Citi's PBWM Technology Summer Analyst Program is designed to provide students with an immersive 10 -week experience in various PBWM Technology teams. One of the program tracks is the Leadership & Delivery track, which focuses on project leadership and delivery roles, including project management, product management, business analysis, software architecture, and more.
While technical knowledge is preferred, it's not mandatory for these positions, as success in these roles hinges on strong communication, analytical, and organizational skills rather than coding.
This program is open to students with targeted graduation dates between December 2024 and May 2025 and offers training, networking, and mentoring opportunities.
Successful participants have the potential to join the full -time PBWM Technology Analyst Program, which includes two one -year rotations and extensive leadership development.
To be eligible, candidates should be pursuing a Bachelor's degree, have a GPA of 3.
0 or above, and not require U.
S.
work authorization sponsorship.
The annual salary for this role is $90,000, and Citi values diversity, personal growth, and ethical decision -making in its candidates.