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  • Capital Markets Associate

    Spectrum Search Group

    Research analyst job in Dallas, TX

    Spectrum Search is working closely with a top-end real estate advisory firm. The company is doing very well and looking to add to the team. Responsibilities: Build detailed financial models and pro formas using market data and legal due diligence. Create high-quality marketing materials and offering memorandums. Conduct in-depth market and submarket analysis (inventory, absorption, rent/vacancy trends). Review complex legal documents (leases, PSAs, loan agreements, etc.). Interview brokers, appraisers, and investors to gather market insights. Analyze economic, demographic, and real estate data for presentations. Collaborate with senior team members and gain direct exposure to the firm's founder. Develop skills to source new financing opportunities and represent the firm in the real estate community. Compensation: $85k-$100k base + 20-40% bonus potential Schedule: In-office
    $85k-100k yearly 1d ago
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  • Clinical Research Payment Analyst

    Medasource 4.2company rating

    Research analyst job in Plano, TX

    Job Title: Clinical Payments Analyst I Client: Large Life Sciences Company Duration: 12 month contract with the possibility for extension WHAT YOU'LL DO This position is responsible for various financial analysis activities for the Clinical Study Payments Team including but not subject to, new study budget review, study and site budget set up, invoice processing, customer service inquiries. It is also responsible for various reporting and month end activities. Major and On-going Job Duties: • Acts as a liaison and consultant for specific study team's monthly analysis, budgeting, quarterly forecasting, and annual strategic planning processes • Responsible for generating and processing clinical study reimbursements which include invoices and quarterly payments • Assist in the facilitation of new study budget set up, quarterly payments, and special reports • Support internal and external audits by preparing and providing relevant reports and analysis • Special project analysis and support involving clinical study payment data • Work as a liaison with the Clinical Study Data Systems team for application enhancements • Performs analysis of clinical study payment data per defined requirements • Resolves and/or facilitates resolution of problems including identifying causes of problems to prevent re-occurrence of problems • Promotes confidentiality of financial and other data at all times • Reviews, updates, and adheres to all Standard Operating Procedures • Researches payments issues for accuracy and presents findings to departments as necessary • Review contract and grant agreements for financial risk and billing issues • Prepares monthly projection analysis report for Clinical Trials which provides anticipated associated financial revenue for upcoming visits • Reviews study budget in Clinical Study Payments Application to ensure proper visit accruals Other Duties: • Remains current on developments in field(s) of expertise • Performs related functions and responsibilities, on occasion, as assigned Experience & Training: Equivalent education level and experience required: Must have 1-3 years' experience in finance/accounting. 1-2 years' experience in invoicing Ability to manage multiple applications at once (Concur, Oracle, SAP) Previous experience within a clinical trial setting or clinical research setting is highly preferred for this position • Experience with automated accounting systems. Strong knowledge of relational databases preferred. • Demonstrated familiarity with MS Office, especially Word, and Excel. • Demonstrated oral and written interpersonal, communication, analytical, presentation, and organizational skills. • Ability to meet deadlines/work independently. Must be adept at handling multiple assignments in a timely manner and meeting assigned deadlines. • Strong analytic skills and demonstrated capacity for accuracy. • Ability to interact with people at all levels of the organization in a professional manner. • Ability to maintain confidentiality of sensitive information. • Ability to analyze processes and procedures and recommend improvements. Preferred: • Bachelors Degree in Accounting, Business Administration or Computer Information Systems. • Prefer experience in a manufacturing environment and/or clinical research environment. • Experience with Microsoft SQL Server, Reporting Services, Analysis Services, a plus. Other Skills/Characteristics: • Working under general supervision, is accountable for completing assigned routine to moderately complex assignments accurately, on time and in accordance with departmental procedures. • Errors will have impact on team/organization results. • Takes initiative to ensure work is done accurately and completely. • Performs assignments of moderate complexity and in accordance with Company policy and procedures, within specified parameters, and in accordance with FDA rules and regulations. • Applies existing work methods to different known situations. • Problems involve recurring, routine to non-standard situations; usually consults with supervisor or more senior level personnel within the department on more complex problems.
    $44k-70k yearly est. 2d ago
  • Investment Analyst (looking for public accounting)

    Robert Half 4.5company rating

    Research analyst job in Dallas, TX

    Chris Willhite, CPA with Robert Half has teamed up with a large investment firm to source an Investment Analyst. The role will handle all aspects of investment analysis including strategy, financial modeling, due diligence, and presentation. The ideal candidate either comes from investment banking or a large, national CPA firm. Please email your profile to Chris.Willhite@RobertHalf.com. Here is more on the opportunity: Conduct market analyses to evaluate market potential for development of proposed projects Evaluate financial feasibility of proposed projects Analyze investment opportunities to develop strategic business plans to facilitate restructuring of financially troubled operations Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements related to proposed developments Communicate with key decision-makers Present key findings of feasibility analyses to executive management Assist executive management with development of business and strategic plans, proposals and presentations Participate with project and task-oriented initiatives Handle other responsibilities as assigned Education and Experience Required Bachelor's Degree with a concentration in Accounting or Finance from a highly regarded university Master's degree preferred Minimum of two years' business experience including financial analysis, accounting and operations Client service experience is preferred Knowledge, Skills, and Abilities Required Proficient in Microsoft Excel, Word, PowerPoint and Outlook; overall strong computer literacy Analytical and problem-solving skills Basic financial modeling skills Interpersonal, oral and written communication skills Strong organization skills and ability to manage complex tasks and issues concurrently Demonstrate flexibility and positive client- service attitude Self-starter capable of working independently Please email your profile to Chris.Willhite@RobertHalf.com.
    $57k-92k yearly est. 3d ago
  • Data Analyst

    Pyramid Consulting, Inc. 4.1company rating

    Research analyst job in Dallas, TX

    Immediate need for a talented Data Analyst. This is a 06+months contract opportunity with long-term potential and is located in Dallas TX (Hybrid). Please review the job description below and contact me ASAP if you are interested. Pay Range: $40 - $45/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Requirements and Technology Experience: Key skills; Data Analyst, Data Modelling, Data Quality, Data Governance Hands on technical Data Analysis experience SQL and Python is a must to be able to code and demonstrate coding experience (will solve coding problems during interview) Data Analysis process, Data Modeling, Data Quality, Metadata, Data Governance knowledge is preferred. Healthcare knowledge will be preferred. Microsoft Azure and Fabric experience will be preferred. Our client is a leading Healthcare Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
    $40-45 hourly 3d ago
  • Power BI Analyst

    Ellaway Blues Consulting

    Research analyst job in Dallas, TX

    We are seeking two Power BI Developers to join a growing enterprise data team and embed directly with key business units. These roles are highly customer-facing and design-oriented, focused on transforming business needs into intuitive, visually compelling data products. The ideal candidate is a strong Power BI developer who enjoys partnering with stakeholders, shaping requirements, and building dashboards that drive real business decisions. This is not a back-end-heavy engineering role - success in this position comes from front-end design strength, business acumen, and communication skills. Key Responsibilities Partner closely with business stakeholders to understand pain points, define metrics, and translate needs into effective Power BI solutions Design, build, and enhance Power BI dashboards and reports with a strong emphasis on usability, storytelling, and visual appeal Own and evolve a backlog of existing data products (initially 5-10 dashboards), improving functionality and user adoption Attend business meetings to gather requirements, brainstorm solutions, and act as a trusted data partner to leaders Create Power BI measures and calculations to support business reporting needs Collaborate with data engineering and offshore support teams for data sourcing, integrations, and complex technical work Continuously refine and enhance dashboards based on user feedback and changing business needs Establish strong working relationships with embedded business teams and contribute ideas to the broader data organization Required Qualifications 3-10 years of experience developing dashboards and reports using Power BI Strong understanding of Power BI functionality, including measures and dashboard design Proven ability to design clean, intuitive, and visually compelling data products Experience working directly with business stakeholders and translating ambiguous requirements into clear solutions Solid understanding of data structures, data formatting, and data concepts Familiarity with APIs, ETLs, and data pipelines (hands-on engineering not required) Ability to “speak business” and explain insights without excessive technical jargon Self-driven, curious, and eager to learn new domains and data sources Comfortable working with minimal micromanagement and owning relationships with internal customers Preferred / Nice-to-Have Experience in a consulting or client-facing analytics environment Exposure to enterprise-scale data environments Background in UI/UX principles for data visualization Familiarity with logistics, commercial, or operational data (not required)
    $60k-85k yearly est. 1d ago
  • Category Analyst

    Envision 4.7company rating

    Research analyst job in Irving, TX

    No C2C or Sponsorship - Need to reside in the Irving, TX area currently JOB QUALIFICATIONS: • Bachelor's degree, emphasis in business or marketing related fields • Strong familiarity using space planning software (JDA, Apollo or Spaceman) • Proven ability to think strategically & take insight into action. • A deep sense of accountability, ownership, and passion • Project Management experience and strong communication skills with cross functions • Demonstrated ability to synthesize & leverage multiple data points/insights (shopper, consumer, category, product) to create retail strategies that unlock growth. • Familiarity with syndicated data, software and measures (IRI, Nielsen, demographic data, panel data, etc.) and digital category manager tools (i.e. Numerator) • 2+ years' experience in category management is a plus • Beer, Wine & Spirits background in a sales or category capacity a plus
    $64k-87k yearly est. 5d ago
  • Demand Analyst

    Campuspoint

    Research analyst job in Dallas, TX

    Our client is a global leader in innovative orthopedic and medical solutions developed to improve patient care. With over three decades of experience in the orthopedic industry, our mission is to aid the afflicted through the ingenuity of our minds, the labor of our hands, and the compassion of our hearts. The company is headquartered in Hillsboro, Oregon, and has a global sales and distribution network supported by offices worldwide. Compensation: $38-$42/hr DOE Availability: Monday - Friday 8am - 4:30pm. This role is set to start ASAP and will last for 6 months, with the possibility of becoming permanent. The Demand Analyst will be responsible for supporting the end-to-end monthly reporting for the Consensus Demand Planning process, including collaborative reporting globally across multiple functions within the organization & with external partners. Using KPI metrics, statistical models, and market analysis, the demand analyst will evaluate submitted forecasts and assess how proposed demand events may impact sales volume. Duties & Responsibilities: Forecast evaluation and analysis - Analyze and evaluate submitted demand forecasts using statistical models and market analysis, assess the impact of proposed demand events on sales volume, inventory levels, identify trends, anomalies, and potential risks in demand forecasts. Facilitate meetings and discussions to develop reporting and key metrics for presentations and key analysis to support the development of a rolling 24-month baseline demand forecast using statistical analysis and cross-functional inputs. Documents and creates scenario planning for future initiatives (New Product Introduction / NPI) and state of the business, including opportunity/risk assumptions, Inventory Excess & Obsolescence (E&O) reserves, and cannibalization. Collaborates with key Demand-side stakeholders for inputs in a manner that ensures their tasks are intuitive, so that little to no training is required for success, and streamlined, so that it takes little time. Aids in the discussions at for demand planning multiple monthly Consensus Meetings and the Integrated Business Planning (IBP) Demand Review. Keep detailed records, generate reports, and develop presentations to support the evaluation of Demand Plan performance, improvement efforts, problem-solving, and Demand shaping initiatives. Create data visualizations and manage KPIs including eliminating Demand Plan bias, reduce error and smooth Demand volatility while comparing forecast to financial budgets and explaining differences, develop and maintain dashboards and reports to track demand planning performance, present insights and recommendations based on KPI analysis to stakeholders. Continuously improve demand planning processes, tools, and methodologies, implement best practices and innovative approaches to enhance forecast accuracy, and collaborate with IT and other departments to optimize demand planning systems. Communicate key insights and demand planning updates to relevant stakeholders; work closely with sales, marketing, finance, and supply chain teams to align on demand expectations; prepare and deliver presentations on demand analysis; and forecast performance. Ensure the accuracy and integrity of demand planning data, maintain and update demand planning databases and systems, and conduct regular data validation and reconciliation to support reliable forecasting. Analyzes demand used for calculating inventory turns and proposes targeted promotions/discounting to reduce E&O reserves. Qualifications: Bachelor's degree in Business, Supply and Logistics or related field required or a combination of education and experience. Proven experience in demand planning or a related analytical role and strong analytical skills and proficiency in statistical modeling. Excellent written and verbal communication skills and strong time management skills needed to multi-task in a fast-paced environment. Ability to work independently and manage complex problems and projects and collaborate on business intelligence (PowerBI, Tableau, Qlikview, SAP Analytics Cloud preferred) and data solutions. Experience in regulated industry manufacturing, preferably med-device, to proactively anticipate and address potential issues and exceptions. APICS/ASCM/IBF certification or Operations/Industrial Management education/certification a plus. Proven proficiency with working with data from ERPs (SAP(IBP), Kinaxis, Logility, O9 or similar experience demand planning software preferred), Microsoft Office (proficient with Excel and PowerPoint), Forecast Models, and Inventory Strategies. Demonstrated ability to work in a team environment, including working with Sales, Product & Supply teams. Ability to read and speak English sufficiently to read, understand, and complete all paperwork. Strong analytical, organizational, decision-making, presentation skills, and time management skills, including statistics, forecasting, and forecasting methods, with an understanding of financial and operational implications. CampusPoint is an Equal Opportunity Employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. If you need assistance or an accommodation due to a disability, you may contact us at ****************** or 1+************ (ask to speak with an HR representative). The process is outlined in CampusPoint's ADA Policy.
    $38-42 hourly 4d ago
  • Analyst- Multifamily

    RR Living

    Research analyst job in Dallas, TX

    Our mantra is simple -- love. Love what you do. Love where you live. Love the success and return we provide. At RR Living, we are a part of something special. About the Role We are seeking a detail-oriented and analytical Analyst to support our team by extracting, validating, and interpreting data from our systems. This role will be responsible for generating routine and other reports, identifying operational and financial trends, and providing insights that drive data-informed decision making across the portfolios. Location: Dallas, TX- 90% Onsite with potential for one day of remote work each week Pay Range: $75,000 plus quarterly bonus potential Key Responsibilities Pull, compile, and validate reports from RealPage (modules as applicable), and other software platforms, working closely with the CEO, property and asset management teams Develop and maintain dashboards and reporting tools to proactively monitor and forecast property and overall portfolio performance and trends. Take the lead in analyzing and identifying trends in occupancy, rent growth, leasing activity, renewals, expenses, and other key operational metrics. Translate data into actionable insights and recommendations for the CEO and other leadership, operations, and property management teams. Support monthly, quarterly, and annual reporting cycles with accurate and timely data. Assist with data cleanup, system audits, and ensuring data integrity across RealPage, Power BI and other software platforms in use by the company. Partner with onsite and regional and portfolio leadership and support teams to understand operational drivers behind data trends, and to identify and recommends potential opportunities to drive enhanced performance results. Present findings in a clear, concise, and visually compelling format (Power BI, Excel, or RealPage dashboards). Benchmark portfolio performance against market and internal targets. Participate in forecasting and budgeting for properties on a monthly, quarterly and annual basis. Present findings to the CEO, leadership and property teams. Own and maintain the tracking and reporting of capital projects, comparison to proforma on new assets, quarterly bonus reporting metrics and other needs as they arise. Participate in the onboarding and due diligence of new acquisitions. Manage the structure of the Share Point One Drive Folder for reporting and property management Qualifications Bachelor's degree in Finance, Business Analytics, Economics, Real Estate, or related field preferred. 1-3 years of experience in an analytical role; RealPage experience strongly preferred. Proficiency with Excel (VLOOKUPs, pivot tables, formulas) required. Experience with BI tools such as Power BI or RealPage Business Intelligence a plus. Strong quantitative skills with the ability to interpret complex data sets. Excellent communication skills with the ability to translate data into meaningful insights. Highly organized, detail-oriented, and able to work independently in a fast-paced environment. Ability to collaborate effectively with cross-functional teams. Some travel to properties may be required throughout the year. Travel is estimated at 20% or less. RR Living's Core Values Be Your Best. Do Your Best. We celebrate individualism, collaboration, and inclusion. Our associates are the best in the business, exemplifying that which we celebrate as an organization. Recognizing happiness and great attitudes are contagious, we hold ourselves and each other accountable. Success begets success and happiness begets happiness . Honesty, Integrity, and an Unwavering Commitment to Excellence: Excellent resident experiences are our specialty, recognizing the unique challenges of rentership. We provide a wonderful place to call Home, striving to do what is often missed -- creating unparalleled living experiences for our residents, incredible opportunities for our associates, and impressive revenues for our partners &; owners. Simply put, we Care. Empowered Associates, Obsessively Purpose-Driven and Stronger Together: Success, a people-centric approach, and revenue growth are not independent of each other. We operate as one team. deliberate in the actions taken to drive revenue and improved valuation for owners & investors. As happy performers, our associates are an engaged team empowered to work together to achieve our common goals, making us an unstoppable successful organization . The Magic is in the Details: Recognizing that residents choose to live where they can be proud of residing, we understand that details matter. Our teams provide personalized service that exceeds expectations and creates unique neighborhood-like environments. From elite resident events to local partnerships within our market, we strive to provide only the best for those we serve. Passion and Care Defines Our Team: Recognizing that our passion for providing homes is a special calling, we answer with respect and resolve to do and be the best. We are good citizens making a positive impact in the greater community through philanthropy and volunteering locally. Everyone is uniquely important and we strive to create meaningful Moments That Matter for our residents, associates and shareholders.
    $75k yearly 3d ago
  • Utilities Analyst

    Newgen Strategies & Solutions

    Research analyst job in Richardson, TX

    Water Utility Financial Analyst/Consultant NewGen Strategies & Solutions is a management consulting firm with offices nationwide. We specialize in three core practices, Energy, Water, and Solid Waste, providing strategic insight and practical solutions to help our clients achieve their goals. Our vision is to be the consulting company that makes a difference for our clients, our employees, and our communities. Guided by our core values, make an impact, foster innovation, expect quality, cultivate community, and be a trusted advisor, we are committed to excellence in everything we do. At NewGen, our employees are our greatest asset, and every team member-at every level-has a voice. The Financial Analyst/Consultant role in the Water Practice is an entry-level position with opportunity for advancement. We're looking for SOLVERS-people who approach challenges with curiosity and enjoy solving complex problems, much like tackling puzzles. In this role, you'll work directly with industry experts to build your skills while supporting water utility clients across the country. Key Roles Develop financial models in Microsoft Excel to help utilities forecast their costs, revenues, and performance indicators Analyze large data sets (including financial, demographic, and billing/consumption data) to inform the development of financial models Create understandable data visualizations using charts and user-friendly dashboards Clearly communicate results to clients in written reports and PowerPoint presentations Carry out quantitative and qualitative research (e.g., benchmarking utility bills) to inform decision making Develop subject matter expertise in water infrastructure while also providing analytical support to colleagues in our energy and solid waste practices Required Qualifications Undergraduate degree or higher in Finance, Economics, Accounting, Business Administration, Data Analytics, or another quantitative field 1 to 3 years of experience in a finance- or data-related role Strong working knowledge of Microsoft Excel Familiarity with fundamental financial concepts (such as inflation, depreciation, discount rates, operating costs, capital planning, debt service coverage, etc.) Basic knowledge of Microsoft Word and PowerPoint Preferred Qualifications Experience with advanced Excel features such as VBA, Power Query, Power Pivot, and Power BI Experience in the utilities industry Knowledge of programming languages for data analysis, such as Python, R, or SQL Qualities At NewGen, we're looking for SOLVERS, people who approach challenges with curiosity and thrive on solving complex problems. A SOLVER is: Structured - organized, methodical, and grounded in sound reasoning Ownership-driven - takes initiative and accountability for outcomes Logical - approaches problems with clear, evidence-based thinking Versatile - adapts quickly to changing needs, roles, and client priorities Elevating - lifts others through collaboration and positive influence Resourceful - finds creative, effective solutions even with limited information Additional qualities include: Passion for and proficiency in Microsoft Excel (you will spend most of your day in spreadsheets!) Exceptional attention to detail Excellent written and verbal communication skills Highly organized, with the ability to self-manage multiple priorities and deadlines Ability to transform, combine, analyze, and summarize large (and often messy) data sets What We Offer Join our team of experts dedicated to making a positive impact on our clients' water consumption and costs. We offer a competitive compensation package, benefits, and opportunities for professional growth in a supportive and collaborative work environment. Base compensation of $65,000 - $75,000. The range provided is NewGen's reasonable estimate of the base compensation for these roles. The actual amount may be higher or lower, based on non-discriminatory factors such as location, experience, knowledge, skills, and abilities. Annual bonuses of 8%, contingent on personal and company performance 401K plan with matching contributions Medical and dental insurance Paid vacations and holidays Paid maternity and paternity leave Meaningful opportunity for career progression within the organization Flexible work schedules (while being mindful of client deadlines) Ongoing training Office snacks and occasional group lunches and team-building activities Additional Information Location: Richardson, TX. In-person with the option to work from home two days per week. Employee Type: Full-time. Exempt. Some overtime and travel will be required. Legally Authorized to Work in United States: To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. NewGen is an equal opportunity employer and complies with all federal, state, and local fair employment practices laws. NewGen strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, gender identity, sexual orientation, marital status, sex (including pregnancy), age, disability, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.
    $65k-75k yearly 1d ago
  • Workday HCM Analyst (Payroll & Benefits Modules)

    Optomi 4.5company rating

    Research analyst job in Fort Worth, TX

    The Senior Workday HCM Analyst is a high-impact technical role focused on transforming an established Workday environment. Your primary mission is to eliminate manual workarounds and complete unfinished module implementations with a heavy emphasis on Payroll and Benefits. Unlike traditional analyst roles that focus on data entry, this position is configuration-heavy. You will own the full lifecycle of system enhancements-from gathering stakeholder requirements to hands-on build-out of complex business processes, calculated fields, and condition rules. You will be the dedicated technical resource filling a critical gap in a team currently supported by integration and finance leads. Key Responsibilities: 60% System Configuration & Process Optimization Hands-on Build: Execute complex configurations across all modules, specifically leading the optimization of Payroll and Benefits. Technical Architecture: Build and maintain Calculated Fields, Condition Rules, and Custom Reports to drive automated logic and decision-making. Business Process (BP) Engineering: Design and configure end-to-end Workday BPs to replace manual "offline" processes, ensuring data flows seamlessly across HCM. Feature Releases: Lead the evaluation and implementation of semi-annual Workday feature releases to ensure the organization stays on the leading edge of functionality. Custom Solutions: Develop "customer ports" and extensions to address unique business needs that standard out-of-the-box configurations do not meet. 20% Requirements Gathering & Stakeholder Partnership Solution Design: Facilitate workshops with Payroll and Benefits stakeholders to translate "pain points" into technical functional specifications. Proactive Improvement: Identify gaps from prior incomplete implementations and propose technical roadmaps to fix them. UAT Coordination: Lead the "Build-Test-Approve" cycle. Perform initial smoke testing and technical validation before handing off to business owners for final sign-off. 20% Maintenance, Support & Mentorship Tier 3 Troubleshooting: Resolve complex system bottlenecks and error logs that the general HR team cannot address. System Integrity: Maintain security controls and audit protocols to ensure compliance with regulatory standards. Mentorship: Act as a technical mentor to junior analysts, elevating the team's collective Workday configuration expertise. Technical Requirements & Qualifications Experience: 5+ years of experience in ERP systems, with at least 3+ years of deep hands-on Workday configuration. Module Expertise: Mastery of Workday Payroll (Earnings, Deductions, Pay Groups) and Workday Benefits (Enrollment logic, Eligibility rules) is highly preferred. Configuration Toolkit: Proven proficiency in: Calculated Fields (Lookup Related Value, Evaluate Expression, Arithmetic). Condition Rules (Complex logic for BP routing and eligibility). Business Process Architecting. Mindset: A "builder" mentality. You should enjoy starting from an "incomplete" state and driving toward a fully optimized, automated environment. Education: Bachelor's degree in Information Systems, Computer Science, HR, or a related field.
    $58k-88k yearly est. 1d ago
  • Data Analyst, ARO

    Finthrive

    Research analyst job in Plano, TX

    About the Role Impact you will make As a Data Analyst, you will help turn raw data into insights that drive smarter business decisions. Your work will shape how data is collected, analyzed, and shared across teams, giving leaders and clients the information they need to improve performance and achieve results. From building reports to uncovering trends, you'll directly influence operational efficiency, client satisfaction, and long-term growth. What you will do Deliver recurring reports (daily, weekly, monthly) that highlight key business and client performance metrics Build, enhance, and automate Tableau dashboards and Excel trackers for KPIs, financial analysis, aging reports, and team productivity Reconcile and validate data from multiple systems, identifying and resolving discrepancies at the source Respond to ad-hoc reporting needs with clarity, context, and actionable insights for both internal teams and clients Partner with QA, Finance, Operations, and Client Services to provide report validation, productivity analysis, and staffing forecasts Ensure data integrity, accuracy, and consistency across all reporting platforms and client deliverables Spot opportunities to streamline processes, reduce manual effort, and improve reporting efficiency Document and update reporting standards and procedures as business needs evolve What you will bring Bachelor's degree in Business, STEM, or related field 2+ years of experience in data analytics in a corporate environment Intermediate to advanced SQL skills, with the ability to investigate and resolve data mismatches Strong Excel expertise (formulas, pivot tables, lookups, automation techniques) Hands-on experience with Tableau or Power BI (building, refining, and interpreting dashboards) Analytical mindset with the ability to work through large, complex datasets Clear communication skills for explaining data insights to technical and non-technical teams What we would like to see Experience in healthcare revenue cycle reporting or operational analytics Familiarity with hospital or billing systems (Epic, ARO, CM, etc.) Proven ability to thrive under tight deadlines and shifting priorities Strong organizational skills to balance recurring reporting with urgent ad-hoc requests Collaborative approach, eager to support cross-functional teams About FinThrive FinThrive is advancing the healthcare economy. For the most recent information on FinThrive's vision for healthcare revenue management visit finthrive.com/why-finthrive. Award-winning Culture of Customer-centricity and Reliability At FinThrive we're proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at careers#culture. Our Perks and Benefits FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits. For the most up-to-date offerings visit finthrive.com/careers-benefits. FinThrive's Core Values and Expectations Demonstrate integrity and ethics in day-to-day tasks and decision making, adhere to FinThrive's core values of being Customer-Centric, Agile, Reliable and Engaged, operate effectively in the FinThrive environment and the environment of the work group, maintain a focus on self-development and seek out continuous feedback and learning opportunities Support FinThrive's Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive's business practices; this includes becoming familiar with FinThrive's Code of Ethics, attending training as required, notifying management or FinThrive's Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations Physical Demands The physical demands and work environment characteristics described here are representative of those that a colleague must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Statement of EEO FinThrive values diversity and belonging and is proud to be an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We're committed to providing reasonable accommodation for qualified applicants with disabilities in our job application and recruitment process. FinThrive Privacy Notice for California Resident Job Candidates Know Your Rights Pay Transparency Notice FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations. 2024 FinThrive. All rights reserved. The FinThrive name, products, associated trademarks and logos are owned by FinThrive or related entities. RV092724TJO finthrive.com | FinThrive Careers | FinThrive Benefits & Perks | Physical Demands
    $57k-83k yearly est. 1d ago
  • Analyst

    Aarete 4.1company rating

    Research analyst job in Dallas, TX

    AArete is one-of-a-kind when it comes to consulting firm culture. We're a global, innovative management and technology consulting firm with offices in the U.S., India, and Europe. Our name comes from the Greek word for excellence: "Arete." And excellence is exactly what we strive for. We're celebrating our fourth year as one of Forbes' World's Best Management Consulting Firms - and our success starts with our people. From robust career development planning to competitive life and wellness benefits, AArete's "Culture of Care" takes a holistic approach to the employee experience. AAretians (our team members) are leaders at every level. You are encouraged to unlock your full potential by directly contributing to our mission and prioritizing personal development and fulfillment. The Role As an AArete Analyst, you will support client teams in addressing critical business challenges by contributing structured research, clear analysis, and thoughtful problem solving. You will develop the core consulting skills needed to analyze data, structure problems, and contribute to project delivery while gaining exposure to strategic decision making. If you thrive in a collaborative and fastpaced environment and are recognized for your critical thinking, communication skills, and willingness to learn, this role is for you. You will expand your consulting capabilities through handson work in research, data analytics, and business case development, and you will play a foundational role in moving projects forward and delivering high quality results. Work You'll Do Analyze complex data to uncover insights and support the development of actionable business cases that deliver client savings and operational improvements Conduct research to understand client-specific business contexts, industry trends, and problem statements Understand client challenges and apply structured problem solving to deliver clear key findings and recommendations Collaborate with cross-functional teams to design and implement innovative solutions that address client needs and push industry boundaries Utilize advanced Microsoft Excel and SQL skills for in-depth data analysis and visualization Prepare clear, concise deliverables for project leadership and client review Participate in internal and client meetings by taking notes, asking clarifying questions, and presenting portions of work when appropriate Communicate effectively with project leaders and clients by sharing progress updates and analytical insights Exercise sound judgment and communicate effectively with clients at all levels Demonstrate strong attention to detail, professionalism, and organized work habits Work collaboratively with team members to support project success and contribute positively to team culture Apply feedback from mentors and peers to strengthen consulting skills Participate in training sessions, recruiting efforts, and team-building activities Contribute to internal initiatives and projects that drive AArete's growth and innovation Other duties as assigned Requirements Bachelor's degree required Proficiency in Excel and PowerPoint, and willingness to build data/technical skills (including SQL) Demonstrated passion for continuous learning and staying current with industry trends and technologies Exhibit a high level of accuracy, professionalism, and organizational discipline Strong problem-solving skills with a logical and analytical approach Ability to understand business and project goals to craft and deliver meaningful solutions to clients Ability to work effectively both independently and in group settings Willingness to engage in direct client interaction, including travel to client locations Based in Chicago, IL, and able to work from our Chicago office as needed Must be legally authorized to work in the United States without the need for employer sponsorship Preferred Requirements Degree in Business, Finance, Economics, Engineering, Data Analytics, or related field Professional experience in consulting, analytics, or professional services Experience and interest in healthcare, especially payer operations and data Experience with AArete's other focus industries: Pharmacy, Financial Services, Retail, Manufacturing, Higher Ed, or Technology & Professional Services Coursework or familiarity with SQL or analytics tools Compensation & Benefits Flexible PTO, monthly half-day refuels, volunteer time off, 10 paid holidays Own Your Day flexible work policy Competitive majority employer-paid benefits: Medical, Dental, Vision, 401K Match Generous paid parental leave options Employer paid Life Insurance, Short-Term Disability, Long-Term Disability Charitable contribution matching program New client commission opportunities and referral bonus program Bike share discount program The estimated base salary range for this position is $74,000 - $82,000. In addition to this base salary, individuals may be eligible for an annual discretionary bonus. This range is a part of a competitive, total compensation package together with our majority employer-paid benefits and incentive pay for eligible roles. Please note that this range is a guideline and individual total compensation may vary due to numerous factors including but not limited to experience level, certifications, and other relevant business considerations. AArete will accept applications until the position is filled. The job posting will be removed once the role is no longer available. We put humans at the center of our work We're a global management and technology consulting firm specializing in strategic profitability improvement, digital transformation, and strategy & change for clients. Our cross-industry solutions are powered by a digital-first mindset, market intelligence, and data-driven approach to deliver purposeful change, actionable insights, and guaranteed results. But what sets us apart is our people. We are guided by our deeply embedded guiding principles: Excellence, Passion, Loyalty to Clients, Stewardship, Family, Community, Sustainability, and Inclusion. And we've been recognized as a top firm to work for by companies like Forbes, Top Workplaces Chicago Tribune, and Consulting Magazine. We've earned a Great Place to Work Certification and been named a World's Best Management Consulting Firm by Forbes, Vault's Top 50 Firms to Work For, Crain's Chicago Business Fast 50, Inc 5000's Fastest Growing Firms, and Consulting Magazine's Fastest Growing Firms. Learn more about our award-winning culture We are an Equal Employment Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #LI-DNI
    $74k-82k yearly 5d ago
  • Associate Principal, 340B Policy - Apexus

    Vizient

    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: ****************************************** 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.
    $53k-84k yearly est. Auto-Apply 60d+ ago
  • 2027 Private Capital Advisory & Fundraising: Private Capital Advisory Summer Analyst Program - Dallas

    Evercore Inc. 4.9company rating

    Research analyst job in Dallas, TX

    Evercore's Private Capital Advisory ("PCA") group provides independent advice and execution services to leading private equity sponsors and institutional investors on a variety of strategic transactions across the private capital spectrum including (i) sponsor driven private equity fund recapitalizations, (ii) sales of portfolios of private assets, (iii) seeded capital raises, and (iv) management team spin-outs. PCA's clients include private equity sponsors, financial institutions, asset managers, pension funds, endowments, foundations, and family offices seeking to utilize the secondary private equity market. PCA focuses on a diverse range of asset types including buyout, venture, credit, real estate, energy, and infrastructure. The Evercore Summer Analyst Program is a 10-week program designed to provide a highly motivated undergraduate with a representative experience of a PCA analyst. PCA's LP led Dallas team is seeking intelligent, mature individuals with the desire and flexibility to work in an entrepreneurial environment and the ability to learn on the job. This summer analyst will work with our limited partner ("LP") team on advising LPs on sales of portfolios of private assets. Our LP team works with a wide variety of LPs on liquidity solutions, including university endowments, foundations, public and corporate pensions, family offices and asset managers. A deal example can be found . Evercore offers highly qualified summer analysts the chance to advance more rapidly and take on more responsibility than in traditional bulge-bracket firms, exposure to blue-chip clients, and the chance to be part of rapidly growing, highly regarded firm. What are the Specific Qualifications? * Pursuing an undergraduate degree with a graduation date between December 2027 and June 2028 * Finance, Accounting or Economics major (preferred) * Interested in pursuing a career in the secondaries industry * Superior analytical skills and demonstrated excellence in academic coursework * Strong interpersonal skills and a collaborative, loyal team player * Strong communications skills, both written and oral * A deep commitment to personal excellence with a proven track record of strong work ethic * Approaches challenges with optimism, humility, and a focus on learning and growth Application Instructions for Students: * Applications open January 1, 2026 * To be considered for the internship, please submit your application by February 1, 2026 * Applications are reviewed and interviews will occur on a rolling basis * Applications should be submitted here: evercore.com/careers About Evercore Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic and financial significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings and capital structure. Evercore also assists clients in raising public and private capital, delivers equity research and equity sales and agency trading execution, and provides wealth and investment management services to high-net-worth and institutional investors. Founded in 1995, the firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in the Americas, Europe, the Middle East and Asia. For more information, please visit ***************** Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws. Expected Base Salary Range: $120,000 - $120,000
    $120k-120k yearly 17d ago
  • PBWM Technology, Summer Analyst, Leadership & Delivery - Dallas (North America - 2024)

    Career-Mover

    Research analyst job in Irving, TX

    Citi's PBWM Technology Summer Analyst Program is seeking talented students for the Leadership & Delivery track, based in Dallas, Texas, and Jacksonville, Florida, with targeted graduation dates between December 2024 and May 2025. This 10 -week immersive program offers a unique experience within PBWM Technology teams, focusing on three tracks: Software Development (iOS, Android, Angular, Java), Data & Analytics (Data Engineer, Machine Learning & Visualization), and Leadership & Delivery (Project Management, Product Management, and more). The Leadership & Delivery track is project leadership -oriented and offers roles such as project management, business analysis, risk management, UI/UX design, and more. While technical knowledge is preferred, it's not required, as success in these roles relies on communication, analytical, organizational skills, and problem -solving. The program feeds into the full -time PBWM Technology Analyst Program, providing further development and rotations for well -rounded professionals. Applicants should be pursuing a Bachelor's degree, have a GPA of 3. 0 or above, and not require U. S. work authorization sponsorship. Citi values diversity, personal growth, career development, integrity, and ethical decision -making, offering an annual salary of $90,000 for successful candidates.
    $90k yearly 60d+ ago
  • 2027 Summer Analyst Program - M&A (Dallas)

    TD Bank 4.5company rating

    Research analyst job in Dallas, TX

    Role Type: Internship/Co-op Work Term: Summer/Term 3 Hours: 40 Pay Details: $30.00 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: 2027 Summer Analyst Program - M&A (Dallas) TD Securities is a market leader in Mergers & Acquisitions and strategic advisory across a broad range of industries, such as Healthcare, Energy, Consumer and Chemicals. Our M&A business provides world-class advice and execution services to guide corporations through strategic M&A opportunities. Our client-first, solutions-oriented, and product agnostic approach drives high quality transaction outcomes and long-lasting relationships. Our M&A Summer Analyst program offers an exciting opportunity to gain valuable hands-on experience and deep insights into our day-to-day work as we deliver on innovative strategies and solutions to meet the objectives of our clients. You will work on a collaborative and dynamic team, during which you will develop extensive industry experience, build long-lasting relationships and create best-in-class, client-facing presentation materials and financial models. As a summer analyst, you will: * Participate in an immersive orientation and rigorous technical training program that is focused on building a strong foundation in financial analysis, accounting and valuation skills. * Build and maintain complex financial models. * Perform various financial analyses and apply valuation tools to assess opportunities. * Conduct comprehensive and in-depth company and industry research. * Draft external marketing materials and client pitch presentations. * Support in the execution of M&A transactions. * Collaborate with various teams across the Corporate & Investment bank. What makes M&A right for you? * M&A at TD Securities offers the opportunity to gain extensive industry experience, develop long-lasting client relationships and create best-in-class, client-facing presentation materials and financial models. * Analysts will work in a fast-paced environment that is challenging yet collaborative and motivating. * Requires the ability to think analytically and solve complex financial problems. * Along with establishing soft skills (communication, professionalism, etc.) and technical skills (financial modeling, valuation analysis, etc.), successful analysts develop strong attention to detail, proactivity, urgency, pride, work ethic and enthusiasm. Who We Are Looking For * Pursuing a bachelor's degree with an anticipated graduation date between December 2027 and June 2028. * Authorized to work in the United States without the need for employer sponsorship. For individuals whose work authorization is or will be based on F-1 optional practical training, your degree or anticipated degree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension * Results driven, proven academic excellence and strong interpersonal skills. * High ethical and professional standards. * Strong financial/analytical skills, knowledge of MS Excel preferred. * Proactive and highly motivated. * Able to work effectively in a team environment and independently. * Demonstrated leadership (i.e., sports, clubs, extracurricular activities, and philanthropy, etc.). Application Deadline: February 1, 2026. Interviews will occur on a rolling basis from January through April - it is encouraged that candidates apply well ahead of the deadline of February 1, 2026. ___________________________________________________ The Intern assists designated department management and staff in performing assigned tasks under direct or general supervision. Exemplifies the TD Securities Culture and Customer Service Philosophy. The intern will be required to interact with various internal and external groups. Depth & Scope: * Builds an understanding of the businesses and Customers the role supports * May answer and direct incoming calls internally and externally * Provides support for Manager and others areas, as indicated * May assist in completing various departmental projects/reports * May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects * Analyzes specific accounts * Assists in the preparation of specific federal and state returns * Assists with projects * Assists in the audit requests * Assists with operational and administrative functions * May support or partner with several business functions/areas/departments * Participates in various projects and tasks, as assigned Education & Experience: * High School Diploma required * Currently enrolled in 4 year college program or post graduate program * 3.2 GPA or higher preferred * Excellent computer skills, including Microsoft Office * Excellent interpersonal skills * Demonstrated leadership qualities * Good written and oral communications skills * Detail oriented and self-motivated * Ability to handle multiple tasks in a fast-paced environment * Ability to work in an office environment Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $30-45 hourly Auto-Apply 11d ago
  • Summer Analyst (2027 )

    Trinity Hunt Partners

    Research analyst job in Dallas, TX

    Job Description We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $58k-95k yearly est. 17d ago
  • Research Data Analyst

    The Kings University 4.2company rating

    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.
    $57k-65k yearly est. Auto-Apply 60d+ ago
  • 2027 Commercial & Specialized Industries Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Research analyst job in Dallas, TX

    JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment. How we're organized: As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks: * A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology. * A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication. Syndicated Finance Group Locations: Chicago, Houston Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation. Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience. Financial Sponsors Group Locations: New York, Chicago, Los Angeles FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions. In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job Responsibilities: Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program. You'll make an impact by: * Working on financial models to support financing transactions * Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learning how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Developing an understanding of the full breadth of J.P. Morgan products and service offerings * Conducting client and prospect research to support business development efforts Locations we hire for C&SI - Diversified Track: * Atlanta * Austin * Birmingham (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * Phoenix * San Francisco * Seattle * Washington D.C. Locations we hire for C&SI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City Who We Are Seeking: We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience. Required qualifications, capabilities and skills: * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028 * Candidates must be authorized to work permanently in the U.S. Preferred Qualifications: * Coursework in business, finance, or accounting a plus * Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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, JPMorganChase, 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.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. Our Mission: At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. * Your city preference should align with your current internship location. About Us: JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer/Disability/Veterans About the Team: Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations. Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
    $61k-84k yearly est. Auto-Apply 13d ago
  • 2027 Summer Analyst Program - M&A (Dallas)

    TD Bank 4.5company rating

    Research analyst job in Dallas, TX

    **Role Type:** Internship/Co-op **Work Term:** Summer/Term 3 Dallas, Texas, United States of America **Hours:** 40 **Pay Details:** $30.00 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Job Description:** **2027** **Summer** **Analyst** **Program** **-** **M&A** **(** **Dallas** **)** TD Securities is a market leader in Mergers & Acquisitions and strategic advisory across a broad range of industries, such as Healthcare, Energy, Consumer and Chemicals. Our M&A business provides world-class advice and execution services to guide corporations through strategic M&A opportunities. Our client-first, solutions-oriented, and product agnostic approach drives high quality transaction outcomes and long-lasting relationships. Our M&A Summer Analyst program offers an exciting opportunity to gain valuable hands-on experience and deep insights into our day-to-day work as we deliver on innovative strategies and solutions to meet the objectives of our clients. You will work on a collaborative and dynamic team, during which you will develop extensive industry experience, build long-lasting relationships and create best-in-class, client-facing presentation materials and financial models. As a summer analyst, you will: + Participate in an immersive orientation and rigorous technical training program thatis focusedon building a strong foundation in financial analysis,accountingand valuation skills. + Build andmaintaincomplex financial models. + Perform various financial analyses and apply valuation tools to assess opportunities. + Conduct comprehensive and in-depth company and industry research. + Draft external marketing materials and client pitch presentations. + Support in the execution of M&A transactions. + Collaborate with various teams across the Corporate & Investment bank. What makes M&A right for you? + M&Aat TD Securities offers the opportunity to gain extensive industry experience, develop long-lasting clientrelationshipsand create best-in-class, client-facing presentation materials and financial models. + Analysts will work in a fast-paced environment that ischallengingyet collaborative and motivating. + Requires the ability to think analytically and solve complex financial problems. + Along withestablishingsoft skills (communication, professionalism, etc.) and technical skills (financial modeling, valuation analysis, etc.), successful analysts develop strong attention to detail, proactivity, urgency, pride, workethicand enthusiasm. Who We Are Looking For + Pursuing a bachelor's degree withan anticipatedgraduation date between December 2027 and June 2028. + Authorized to work in the United States without the need for employer sponsorship. Forindividualswhose work authorization is or will be based on F-1 optional practical training, your degree oranticipateddegree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension + Results driven, proven academicexcellenceand strong interpersonal skills. + High ethical and professional standards. + Strong financial/analytical skills, knowledge of MS Excel preferred. + Proactive and highly motivated. + Able to work effectively in a team environment and independently. + Demonstrated leadership (i.e., sports, clubs, extracurricular activities, and philanthropy, etc.). **Application Deadline** : February 1, 2026. Interviews will occur on a rolling basis from January through April - it is encouraged that candidates apply well ahead of the deadline of February 1, 2026. ___________________________________________________ The Intern assists designated department management and staff in performing assigned tasks under direct or general supervision. Exemplifies the TD Securities Culture and Customer Service Philosophy. The intern will be required to interact with various internal and external groups. **Depth & Scope:** + Builds an understanding of the businesses and Customers the role supports + May answer and direct incoming calls internally and externally + Provides support for Manager and others areas, as indicated + May assist in completing various departmental projects/reports + May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects + Analyzes specific accounts + Assists in the preparation of specific federal and state returns + Assists with projects + Assists in the audit requests + Assists with operational and administrative functions + May support or partner with several business functions/areas/departments + Participates in various projects and tasks, as assigned **Education & Experience:** + High School Diploma required + Currently enrolled in 4 year college program or post graduate program + 3.2 GPA or higher preferred + Excellent computer skills, including Microsoft Office + Excellent interpersonal skills + Demonstrated leadership qualities + Good written and oral communications skills + Detail oriented and self-motivated + Ability to handle multiple tasks in a fast-paced environment + Ability to work in an office environment **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $30-45 hourly 12d ago

Learn more about research analyst jobs

How much does a research analyst earn in Irving, TX?

The average research analyst in Irving, TX earns between $37,000 and $88,000 annually. This compares to the national average research analyst range of $45,000 to $107,000.

Average research analyst salary in Irving, TX

$57,000
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