Investment Analyst (looking for public accounting)
Robert Half 4.5
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. 1d ago
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Clinical Research Payment Analyst
Medasource 4.2
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. 17h ago
Land Acquisition Research Analyst
Skorburg Company
Research analyst job in Dallas, TX
Located in Dallas, Texas, and founded in 1981, the Skorburg Company is seeking a highly-skilled, motivated, detail-oriented individual to help support the Land Acquisition Department and assist in researching and organizing market studies for the acquisition team to make informed investment decisions.
This position requires collaboration with the Land Acquisition team to gather detailed qualitative and quantitative home and lot pricing market information for multiple real estate markets. Preparing market studies requires detailed market analysis, an ability to confirm market facts (not soft verbals) with 3
rd
parties, resourcefulness to collect accurate information, and strong organization and follow-up skills (as market studies are an ongoing process).
The work product of the Land Acquisition ResearchAnalyst is used by the Acquisition Team to evaluate current market conditions including supply, demand, pricing, and identify what housing products are selling well or not (and reasons thereto). Hence, the market studies are fundamental to helping the Acquisition Team identify where opportunities may be to “fill the need” of a submarket. Land Acquisition ResearchAnalysts gain broad exposure to evaluating and underwriting real estate submarkets, which exposes them to simultaneously learn several elements of the land acquisition process.
For this role, the Skorburg Company is currently seeking a highly-skilled, motivated, detail-oriented, tenacious and able individual who wants to align themselves with a leading development company. The ideal candidate would have a Bachelor's degree, and any experience as a leasing agent, realtor, property manager, or strategic marketing background would be a plus.
Responsibilities assigned to this role shall include, but may not be limited to, the following:
· Maintain up-to-date market information in an organized and accessible format to best assist the land acquisition team. This tasks includes updating bar charts, dot graphs (home pricing data), and helping to present market studies to members of Skorburg Company's homebuilding affiliate (Windsor Homes).
· Create research maps that show current and future utilities, roads, and school boundaries
· Prepare detailed analysis of submarkets by compiling information of multiple neighborhoods for the evaluation of the Acquisition Team to analyze
· Conducting property research from the company database and the internet
· Conducting market studies by talking with cities, homebuilding companies, engineers, city planning and zoning departments, etc.
· Communicating weekly with cities to receive agendas and minutes for City Council and Planning & Zoning Commission meetings
· Communicating all pertinent information to development associates and management
Requirements:
· Proficiency in MS Word, MS Excel, MS Outlook
· Accountable, responsible and highly organized
· Thorough
· Accurate
· Comfortable and willing to make calls to builders, cities, and engineers to gather information
· Outgoing, positive attitude
· Likes to work and communicate inside and outside the company
· Strong ethical foundation
· Strong work ethic
Candidates must possess the ability to communicate effectively and professionally, both verbally and in writing. Candidates must also be able to coordinate information-sharing and work-distribution effectively within the company.
Compensation is commensurate with experience. Skorburg Company offers excellent medical / dental benefits, as well as paid vacation.
Please submit resume and cover letter with any salary requirements to Adam Buczek at **************************.
$45k-72k yearly est. 1d ago
Analyst - Investment Management
CAZ Investments
Research analyst job in Houston, TX
CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.
We recently grew our ownership consortium to include several veterans in financial services as well as the world's leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins' latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well.
Robbins' private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.
We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families' and our Shareholders' money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don't get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
Analyst - Investment Management
As an Analyst of Investment Management, you will support the Capital Formation Team. You will articulate sophisticated thematic investment strategies to Partners and Team members, build subject matter expertise internally and create investment-focused materials to contribute to the Firm's overall success. This role sits at the intersection of investment strategy, investor communication, and platform growth. You will directly influence how we position sophisticated investment ideas to current and prospective investors.
Key Responsibilities:
Manage investor due diligence requests and information gathering processes for existing and prospective investors
Develop and implement scalable systems for investment analysis and strategy communication
Maintain and organize investment content and materials across a wide variety of investment vehicles
Create investment-focused collateral to help our Capital Formation Team win
Monitor macroeconomic trends and competitive landscape to inform investment positioning
Collaborate with senior Team members across investment strategy communication and Capital Formation initiatives
Success as an Analyst in the Investment Management Team will be measured by your:
Ability to synthesize and communicate complex investment concepts effectively
Demonstrated understanding of investment due diligence processes
Ability to quickly learn the CAZ investment process and philosophy
Deliver high-quality work, on time, with exacting attention to detail
Proficiency to work within and across Teams to bring success to all members of the Firm
Strong organizational skills and drive toward process enhancements
Requirements:
Bachelor's degree in Finance, Economics, or a related field. Significant progress toward the CAIA, CFA or MBA is preferred
2-4 years of investment industry experience is preferred
Ability to work in a fast-paced environment under strict deadlines
Demonstrates an entrepreneurial mindset and capacity to think outside the box
Working knowledge of alternative investments, including private equity, private credit, venture capital, and hedge funds
Experience with, or desire to develop, professional presentation skills
Strong organizational and written communication skills with keen attention to detail
Understanding of core financial concepts, including accounting and valuation
Experience with DealCloud, Bloomberg, and MSCI Caissa software is strongly preferred
Highly proficient in Microsoft Excel and PowerPoint
Strong understanding of macro- and micro-economic trends and can quickly learn and apply quantitative modeling techniques
Compensation and Benefits:
Base salary will be commensurate with experience
Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
Participation in our matching 401k plan
We offer a generous PTO plan, along with an excellent benefits portfolio
$58k-100k yearly est. 3d ago
Analyst
Alliantgroup LP 4.5
Research analyst job in Houston, TX
alliantgroup, LP is currently experiencing explosive growth! As a national consulting firm focused on being the voice to the middle market, our mission is simple: Strengthening American businesses. How do we do this? We hire the brightest talent with the most diverse backgrounds who are passionate about making a difference. It's fun to work in a company where people truly BELIEVE in what they're doing!
Analyst:
As an Analyst, you will work hand-in-hand with the Project Teams while focusing on deadlines.
The Analyst is organized, detail-oriented and possesses strong business judgment and communication skills needed to interact with various organizational departments.
Responsibilities:
Helping management and other teams draw business goals and needs.
Able to identify and implement process improvements.
Deadline driven, detail oriented, and an expert in time management.
Analyze/utilize data in reports.
Understanding of Excel and basic database analysis.
Submitting reports to the relevant department heads and management.
Collaboration with various departments.
Adhere to all company policies and procedures.
Qualifications:
Minimum 1-2 years of experience in a professional, fast-paced environment.
Bachelor's degree required.
Prior working knowledge of Microsoft Excel.
Ability to learn advanced Excel Formulas.
Excellent verbal and written communication skills.
High attention to detail.
Above average organizational skills.
Effectively manage multiple tasks.
#LI-BD1
$78k-99k yearly est. 1d ago
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 4d ago
FTR Analyst
L.Knighton
Research analyst job in Houston, TX
We are hiring an FTR Analyst to join our collaborative trading platform, with a pathway to a trading role. Analysts support trading across multiple US power markets, with current hiring focused on MISO, SPP, and PJM.
Ideal Candidate Profiles:
Profile 1: Power Market / Congestion Analyst
Experience with congestion fundamentals
Understanding of nodal pricing, transmission constraints, outages, and basis drivers
Market experience in MISO, SPP, or PJM strongly preferred
Profile 2: Data / Quant-leaning Analyst (FTR interest)
Strong data-handling background with an interest in FTRs and power markets
Comfortable working with large datasets
Willingness to learn market structure and congestion dynamics
Additional Information:
Familiarity with Python required
Collaborative, self-starters
Opportunity to grow into a trading role
Compensation: $150,000 base + discretionary bonus.
$150k yearly 17h ago
OT Cybersecurity Analyst
The Jupiter Group, Inc. 3.9
Research analyst job in Houston, TX
The Cybersecurity Analyst is responsible for monitoring, documenting, and supporting the cybersecurity posture of client's IT and OT environments. This role focuses on reviewing and analyzing security alerts, identifying vulnerabilities, maintaining cybersecurity configurations, and escalating potential threats or incidents to senior team members. The analyst leverages data from multiple cyber defense tools (e.g., SIEM, IDS/IPS, firewalls, network traffic logs) to detect, analyze, and mitigate cybersecurity threats across corporate and operational technology networks.
Essential Duties & Responsibilities
Monitor, detect, identify, and alert on potential cyberattacks, intrusions, anomalous activity, and misuse events
Analyze alerts and logs to distinguish malicious activity from normal system behavior
Support protection of corporate and operational networks through continuous monitoring and analysis
Analyze logs, packets, and security messages from various systems and applications
Identify cyber threat tactics, techniques, and methods (TTPs)
Identify, document, and help remediate gaps in the organization's cybersecurity posture
Test systems for vulnerabilities and support vulnerability management initiatives
Document and escalate incidents in accordance with established procedures
Respond to urgent cybersecurity events and incidents, including after-hours support as needed
Review incidents to determine root cause and operational impact
Monitor external threats and hostile content directed toward organizational or partner interests
Recommend procedural improvements to support strong cyber hygiene
Prepare threat briefings, situational updates, and threat activity reports
Track and report on adversarial activity across enterprise environments
Environment & Technical Focus
Corporate IT network supporting internet access, routing, security policies, and user access
Operational Technology (OT) environments supporting building systems such as:
HVAC, lighting, and electrical systems
Access control and CCTV
Building automation and scheduling systems
Medium-sized, distributed campus environment with fiber-optic infrastructure
Multiple building environments, each operating as an isolated network within a single domain
Exposure to log collection, remote troubleshooting, and system monitoring across both IT and OT systems
Education & Required Experience
Associate's or Bachelor's degree in business, technology, or a related field preferred
3-5 years of experience in IT security or cybersecurity
Experience with SIEM platforms, IDS, and IPS technologies
Experience working with logs, network packets, and security event data
Basic scripting skills (Python, PowerShell, Bash)
Experience with vulnerability management and testing
Experience with network packet analysis
Experience with log analysis and log management
Experience with cloud security management interfaces
Experience with enterprise authentication systems (e.g., Active Directory, IAM platforms)
Incident handling and response experience preferred
Working knowledge of:
Core cybersecurity concepts (CIA triad, encryption, risk management)
Networking protocols and traffic flow
Cybersecurity threats, vulnerabilities, and threat hunting
Cybersecurity laws and regulations
Familiarity with security frameworks such as NIST and MITRE ATT&CK preferred
Understanding of differences between IT and OT network environments
Experience working on project teams; project management exposure preferred
Intermediate understanding of threat intelligence research and methodologies
Familiarity with adversarial TTPs
$47k-74k yearly est. 17h ago
Analyst
Actalent
Research analyst job in San Antonio, TX
Job Title: AnalystJob Description
Join our team as an Analyst, where you will develop and maintain PERL CGI web-based applications that interact with SQL backend databases on a Linux open source platform. Your primary focus will be on generating dynamic web content after querying a backend database, testing, and documenting developed code before releasing it into production.
Responsibilities
+ Develop and maintain web-based applications using PERL CGI.
+ Interact with SQL backend databases and generate dynamic web content.
+ Test and document code prior to release into production.
+ Meet with end users to gather requirements and details for bugs and enhancements.
+ Implement bug fixes and enhancements as tasked from the Bugzilla bug/enhancement tracking system.
+ Conduct code review and peer review, including quality testing and documentation of modifications.
+ Use Git as a source repository for changes.
+ Collaborate with the team in a dynamic and innovative environment to develop or correct application issues.
Essential Skills
+ Proficiency in JavaScript, HTML, CSS, SQL, and PERL.
+ Strong understanding of databases.
+ 1+ year experience in Common Gateway Interface (CGI) web-based development using PERL, PHP, or Python.
+ 1+ years experience with Linux operating system, including the ability to navigate at the command line level and create/edit files.
Additional Skills & Qualifications
+ Bachelor's Degree in Computer Science, Information Systems, or a related IT degree focused on software development.
Work Environment
The position is based in an office setting within an innovative research facility. The work environment is collaborative, focusing on teamwork and technical excellence.
Job Type & Location
This is a Contract position based out of San Antonio, Texas.
Job Type & Location
This is a Contract position based out of San Antonio, TX.
Pay and Benefits
The pay range for this position is $31.00 - $38.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in San Antonio,TX.
Application Deadline
This position is anticipated to close on Jan 19, 2026.
About Actalent
Actalent is a global leader in engineering and sciences services and talent solutions. We help visionary companies advance their engineering and science initiatives through access to specialized experts who drive scale, innovation and speed to market. With a network of almost 30,000 consultants and more than 4,500 clients across the U.S., Canada, Asia and Europe, Actalent serves many of the Fortune 500.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing due to a disability, please email actalentaccommodation@actalentservices.com (%20actalentaccommodation@actalentservices.com) for other accommodation options.
$31-38 hourly 1d ago
Data Analyst
Pyramid Consulting, Inc. 4.1
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 1d ago
Capital Markets Analyst Program, Houston Investment Banking
Banktalent HQ
Research analyst job in Houston, TX
Zions Bancorporation's Capital Markets Analyst Program positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.
Zions Bancorporation (NASDAQ: ZION) is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets.
We value our employees, and we are committed to search out, recognize, and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
Zions Capital Markets
Zions Capital Markets ("ZCM") operates as a division of Zions Bancorporation and comprises five product areas that operate as a unified, national platform with deep regional expertise. Our teams collaborate to deliver targeted, client-driven solutions to help companies raise capital and execute strategic transactions efficiently and effectively.
Investment Banking: Provides advisory and execution services, specializing in mergers and acquisitions (sell-side/buy-side transactions), capital raising, and strategic advisory. Customized engagements assist clients in achieving strategic milestones throughout their business lifecycle, including growth and transition strategies, with meticulous attention to detail and process
Debt Capital Markets: Provides debt solutions to clients through Loan Syndications and Securities Underwriting. Loan Syndications structures and arranges multi-bank credit facilities ranging in sizes from $50MM to $600MM+. Securities Underwriting* provides execution capabilities for capital raising activities including underwriting debt and equity for public and private securities issuances
Power & Project Finance: Originates and executes custom financing solutions for owners of power generation assets and power-related infrastructure projects across the U.S. via a specialized team of experienced industry experts
Real Estate Capital Markets: Empowers Zions to provide financing solutions throughout the property lifecycle, including ownership, operation, construction, and stabilization, by offering conduit lending, allowing borrowers to access public market. The team directly originates nationwide 5 and 10-year fixed rate non-recourse senior mortgages for securitization collateralized by commercial real estate
Sales & Trading: Provides a full array of foreign exchange, commodities and interest rate risk management solutions to assist clients with managing exposure to changes in price volatility in the market
Our approach is simple - help companies we know well connect with and tell their story to investors and capital providers we also know well.
Investment banking and securities underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC. For more information, please see our website at ****************************
Full-Time Capital Markets & Investment Banking Analyst Program:
The ZCM 2-year Analyst Program offers a unique experience to join a rapidly growing platform and team. The program offers the opportunity to maximize Analysts' potential in these early professional years, providing foundational knowledge, skills, and experiences that will last a professional lifetime. Analysts will immediately take an active role within their team (while completing a formal training program), working alongside seasoned investment banking professionals to successfully meet the needs of our clients.
Analysts will build deep relationships with key internal and external partners (e.g., Legal, Accounting, Investor Coverage, etc.), team members, investors and clients while working throughout the full transaction life cycle.
Location:
Zions Capital Markets has offices throughout the U.S. including in Los Angeles, Salt Lake City, Houston, Charlotte, and Fort Lauderdale. The Investment Banking team is based out of Houston and has team members based in Los Angeles and Salt Lake City. Investment Banking Analysts are required to complete their first full year of employment in the Houston office.
Zions Capital Markets has additional analyst openings in the following groups:
Debt Capital Markets - Los Angeles
Sales & Trading, Interest Rate Risk Management - Salt Lake City
Sales & Trading, Foreign Exchange Corporate - San Francisco, Salt Lake City, Los Angeles
Real Estate Capital Markets - Fort Lauderdale or Charlotte
Power & Project Finance -Los Angeles
Zions Capital Markets is looking for candidates who have:
Completed BA/BS degree in Business, Finance, Economics, Accounting, and/or related majors, with a scheduled graduation prior to the annual June 1 st start date
Overall GPA of 3.5 or above
Strong interest in finance and capital markets
High degree of academic and extracurricular achievement
Proven analytical ability, critical thinking, and attention to detail
Solid leadership and interpersonal skills
Superior written and oral communication skills
Ability to work well in a fast-paced, team-oriented environment
Comfortable working with peers at all levels, ranging from fellow analysts through Managing Directors
Willingness to commit substantial time and energy to the program
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
This position is eligible to earn a base salary of $90,000/annually.
Anticipated Application Close Date:
Friday, January 30 th , 2026
$90k yearly 1d ago
Beneficiary Verification Analyst
Procore 4.5
Research analyst job in Austin, TX
We are hiring aBeneficiary Verification Analystfor the Payment Operations team to support compliance, risk management, and operational efficiency goals. This position focuses on confirming the validity and ownership of bank accounts for new and existing customers, ensuring all digital transactions are legitimate and secure against evolving fraud tactics.
This position reports into the Director of Payment Operations and will be based in our Austin, TX office. We're looking for someone to join us immediately.
What you'll do:
Complete all bank account verification tasks in accordance with regulations, ensuring proper authorization is received.
Utilize various verification methods, including document review and automated systems, to confirm account ownership.
Research and resolve complex account issues, escalating to management or legal counsel when necessary.
Maintain accurate and detailed records of all verification activities for auditing purposes.
Collaborate with other internal departments, such as risk management and compliance, to address potential fraud indicators.
Provide superior customer service to internal and external parties related to account verification.
Efficiently manage and resolve returned payment exceptions and inquiries
What we're looking for:
Proven experience in financial services, banking operations, or risk/compliance.
Familiarity with risk and compliance software and Know Your Customer (KYC), Know Your Business ( KYB), and Anti-Money Laundering (AML) regulations.
Understand and apply knowledge of various payment rails, especially ACH (Automated Clearing House) and wire transfers, to ensure compliance with NACHA rules and other relevant standards during the verification process.
Experience with AI-powered systems for identity or document verification.
Working knowledge of fraud detection software and anomaly detection.
Ability to handle sensitive and confidential information with discretion.
Additional Information
Base Pay Range:
63,232.00 - 86,944.00 USD AnnualFor Los Angeles County (unincorporated) Candidates:
Procore will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act.
A criminal history may have a direct, adverse, and negative relationship on the following job duties, potentially resulting in the withdrawal of the conditional offer of employment: 1. appropriately managing, accessing, and handling confidential information including proprietary and trade secret information, as well as accessing Procore's information technology systems and platforms; 2. interacting with and occasionally having unsupervised contact with internal/external customers, stakeholders, and/or colleagues; and 3. exercising sound judgment.
$73k-92k yearly est. 3d ago
Power Analyst
Gameface Associates Ltd.
Research analyst job in Houston, TX
Product Analyst US Power
Houston / Hybrid (1 day a week min, more if preferred)
NB - Please only apply to this job if you have knowledge and genuine interest in the energy and financial sector. A strong understanding of US power market fundamentals is mandatory.
The client and bigger picture
Our client is a world leader in global energy and environmental intelligence, providing a high-quality platform that generates actionable insights for financial institutions. The business fuses and creates data sets derived from satellite imagery and multiple sources to help clients anticipate market moves in a volatile market.
The US represents a major growth opportunity, and the business is strategically focused on serving hedge funds and commodity traders. With electricity becoming the "new oil," this role offers a chance to be instrumental in capturing market value and building the US growth engine. You will join a dynamic local team, work under the leadership of the US Senior Product Manager and work with a highly skilled global product and analyst team.
About you
With 3+ years of relevant industry experience, you are seeking a role that is highly client and market-facing. You may currently be working at a data provider, utility company, or trading house. You are attracted to a fast-moving, scale-up environment where self-starters thrive.
You are quantitatively inclined and comfortable with data analysis (strong Excel, or some SQL or Python is a bonus).
Your background must include a strong understanding of US power market fundamentals, specifically regarding supply and demand, grid interconnection, and capacity forecasts. An interest in how products are built and developed is essential.
Role and Responsibilities
This role will see you partner closely with the commercial and product teams, acting as an expert voice so the business can drive revenue growth and position the platform as the go-to data partner for US power market players.
Act as a thought partner to clients and prospects, helping them connect insights to market moves and investment opportunities in the power sector.
Work hand-in-hand with the sales team to showcase data value through impactful content, demos of the platform, and discussions.
Analyze trends across US power markets-specifically solar, battery storage, and data canters-using the platform's unique geospatial and AI data.
Act as the voice of the market internally, gathering customer feedback to suggest new features and prioritize the product roadmap.
Produce compelling content, including market commentary and reports, that showcases the product's edge and drives market engagement.
$61k-86k yearly est. 1d 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 2d 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 1d 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 4d ago
Category Analyst
Envision 4.7
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. 3d ago
Sales Support
Alliant Group 4.4
Research analyst job in Houston, TX
As a Business Development Associate, you will play a vital role in achieving our ambitious customer acquisition and revenue growth objectives. This role requires a confident and proactive approach to high-volume calling, collaboration with channel partners, generating interest, qualifying prospects, and closing sales.
As a national premier consulting firm, alliant is focused on providing solutions to help businesses transform and thrive. alliant offers six different service lines to our clients and this role is within alliant Consulting, which partners with companies to understand their challenges and guide them through their transformation journey.
Responsibilities:
* Daily research and lead generation to target and qualify potential clients
* Engage with prospects to understand their business and future needs to position our solutions effectively
* Research accounts, identify key players, and generate interest
* Collaborate with channel partners to build pipeline and close deals
* Develop comprehensive Statements of Work, strategic account plans, and sales materials through effective partnership with decision-makers and team members
* Strategically prioritize outreach and opportunities based on revenue potential and alignment with company goals
* Accurately record and update customer interactions in the company CRM to track progress and maintain a healthy sales funnel
* Meet and exceed quarterly quotas
Qualifications:
* Bachelor's degree strongly preferred
* Have the ability to learn various industries and verticals
* Proven track record of successfully closing deals and achieving or exceeding sales targets in a highly competitive market
* Excellent written, verbal, and presentation skills in a variety of consultative settings, including demonstrated experience with C-level executives or business owners
* Ability to effectively manage multiple tasks in a fast-paced high-performance environment
* Thrive in a competitive, entrepreneurial environment with a 24/7 mentality
* High sense of urgency with the ability to meet deadlines and changing priorities
* Receptiveness to performance feedback within a team environment is essential
* Proficiency with Microsoft Office Suite and other relevant software applications
* Available to travel 30-60% within the United States
* Candidate must reside or relocate to Houston, TX
alliant offers a comprehensive compensation and benefits package including 100% employer paid medical/dental premiums for single coverage, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group fitness classes, paid covered parking, daily allowance for onsite café and Starbucks, and more!
Do Work That Matters. alliant
#LI-LL1
$49k-62k yearly est. 1d ago
Deal Desk / Pricing Analyst (Telecom)
Nextgen | GTA: A Kelly Telecom Company
Research analyst job in Houston, TX
📍 Houston or Dallas, TX (Hybrid)
About the Role
A growing Texas-based telecommunications provider is seeking a Deal Desk / Pricing Analyst to support Sales with complex pricing, custom quotes, and deal analysis. This role sits within a newly formed Customer Experience organization and plays a key role in improving how pricing and quoting processes operate across the business.
This is not a customer support or CX strategy role. The position focuses on pricing execution, sales support, and process improvement in a telecom environment.
Key Responsibilities
Pricing & Quoting (Primary Focus):
Prepare and support custom quotes and re-quotes for new deals and renewals
Partner closely with Sales on deal structure, pricing strategy, and approvals
Coordinate pricing inputs and approvals across Engineering, Construction, Operations, and Finance
Validate pricing assumptions and ensure accuracy prior to release
Manage quote requests through CRM and ticket-based workflows
Analysis & Reporting:
Analyze pricing data, quote volume, turnaround time, and win/loss trends
Support reporting and data analysis to improve pricing effectiveness
Assist with customer-facing materials such as QBRs and pricing summaries
Process Improvement & Projects:
Identify inefficiencies in pricing and quoting workflows and recommend improvements
Support initiatives to scale a centralized quote desk function
Assist projects that increase customer self-quoting adoption
Identify recurring pricing or process issues and recommend corrective actions
Environment & Products
Fiber / telecom services provider
Pricing primarily for Ethernet and Internet services, with some exposure to Wave and Dark Fiber
Mix of wholesale and enterprise customers
Many quotes require construction review, route validation, and cross-functional approvals
Required:
Experience in pricing, quoting, deal desk, or sales operations
Strong analytical skills and comfort working with Excel and data
Experience partnering closely with Sales on pricing support
Ability to work independently in a project-based, evolving environment
Strong attention to detail and follow-through
Preferred:
Telecom, fiber, utilities, energy, logistics, or other complex pricing environments
Experience with CRM systems and quoting tools (CPQ or similar)
Background in process improvement or operations
This role is not intended for:
CX strategy-only profiles
Customer support or call center management
Marketing-focused CX roles without pricing experience
Location & Schedule
Hybrid: primarily remote with occasional in-office meetings
Houston or Dallas preferred
Flexibility to attend team or company meetings as needed
Compensation & Process
$68,000-$82,500 base salary (limited flexibility for strong candidates)
Individual contributor role
Two-round interview process; first round virtual
Start date flexible
Why This Role
This is a high-impact opportunity within a new and growing team where the right candidate can influence pricing processes, improve deal execution, and grow alongside an evolving organization.
$68k-82.5k yearly 17h ago
Analyst
Aarete 4.1
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