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Senior Analyst, Development & Investments
Foundry Commercial 4.2
Risk analyst job in Boca Raton, FL
Foundry Commercial was created to be a different kind of real estate company. Our motto - “It's Personal” - rings true in everything we do…
we value authentic human experiences.
At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other.
Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas.
This is a great opportunity to develop the following:
Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities;
Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment;
Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it;
Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and
Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams.
Essential Job Functions:
Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc.
Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc.
Develop advanced financial models and analysis using Argus and MS Excel.
Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders.
Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations.
Execute the investment process, including underwriting, capitalization, due diligence, and closing.
Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements.
Aid on special projects and complete other duties as assigned.
Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”.
Education and Experience Requested:
Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred.
Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred.
Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures.
Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences.
Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving.
Relentless attention to detail with strong research, analytical and problem-solving skills.
Excellent organizational, interpersonal, and oral/written communication skills.
Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties.
Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines.
Extremely high energy, fast-paced and driven to succeed.
Foundry Commercial is an Equal Opportunity Employer
Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.
$68k-116k yearly est. 2d ago
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Associate Portfolio Analyst (financial services and FinTech environment)
Net2Source (N2S
Risk analyst job in Sunrise, FL
Role: Associate Portfolio Analyst (financial services and FinTech environment)
Term: Contract
High level Overview - To manage all aspects of the operating expense base for the Tech Portfolio Management (TPM) organization. As a Portfolio Analyst, you will establish strong partnerships with the TBE leadership team, Finance, and peers across Tech Portfolio Management to ensure the financial success of TPM through sound financial management of monthly operating expenses.
This position goes beyond traditional financial analysis and portfolio management, requiring advanced technical proficiency and experience optimizing processes through automation and tooling. Additionally, the successful candidate will require a transformational mindset and the ability to communicate and influence process and tooling requirements to empower new ways of working across TPM with appropriate controls and governance.
JD.
Supports financial tracking of projects and portfolios using data from the Enterprise Portfolio Management System, ensuring financial data integrity and alding in budget management, with guidance from peers and leaders
Provides administrative support to project management resources for system updates and maintenance, ensuring data consistency and reliability
Plays key role in driving continuous improvement of portfolio processes through tooling and automation, Identifying, influencing and implementing best practices to enhance overall Portfolio Management efficiency and effectiveness.
Builds strong partnerships across technology, product, finance, and the business to understand stakeholder needs, manage expectations, user requirements and deliver against strategic priorities.
5 Acts as change agent throughout the organization with an ability to guide Individuals and teams through transition while enabling and supporting implementation of process and tool improvements to maximize benefits.
Minimum Qualifications:
Bachelor's degree in business administration, Finance, Information Technology, and/or comparable experience; advanced degree preferred.
Advanced technical skills including but not limited to Apptio, Jira, VIVAR, Power Bl, advanced Excel, General Ledger, and Al tools (including ChatGPT and Copilot) with experience in leveraging automation to drive data analytics and financial modeling..
Ability to synthesize complex financial data for a non-finance savvy audience.
Strong relationship building with the ability to collaborate and influence without authority.
Demonstrated success navigating change and exhibiting intellectual curiosity to challenge the status quo and support significant transformation for optimal Impact.
Proven track record of recognizing potential issues early and working toward thoughtful, solution-focused options.
3+ years of related experience in technology project management, portfolio management, project management with the proven ability to execute tasks quickly under tight timelines.
Preferred Requirements:
Ability to execute and maintain high performance under tight timelines and competing demands.
Excellent written and verbal communication; advanced or expert PowerPoint and visual presentation skills a plus.
Self-motivated and adaptable; ability to manage time effectively and thrive in ambiguous situations with limited leadership oversight.
Experience within a I large technology, financial services or FinTech environment with working knowledge of software development processes and Agile methodologies.
5) Understand linkages between supply and demand spent provide meaningful, actionable insights and recommendations to ensure targets are achieved.
6) Understanding of multiple business functions preferred.
$53k-89k yearly est. 4d ago
Quantitative Analyst / Data Scientist in Revenue Management
Sixt Usa 4.3
Risk analyst job in Fort Lauderdale, FL
As a Quantitative Analyst / Data Scientist in Revenue Management at SIXT, you will play a key role in shaping our data-driven pricing and forecasting strategies for North America. Reporting to the Senior Manager of Revenue Management Analytics, you'll collaborate with cross-functional and international teams to enhance margin optimization, booking behavior forecasting, and data pipeline development in a fast-paced, startup-like environment.
This role is ideal for early-career professionals with a passion for analytics, pricing, and technology who thrive on transforming data into actionable insights that impact profitability and market performance.
YOUR ROLE AT SIXT
You develop dynamic pricing and margin optimization tools by applying market intelligence, heuristic algorithms, and operations research techniques
You enhance booking curve forecasting accuracy through time series analysis, demand modeling, and analytics-driven improvements
You support the design, build, and maintenance of analytical data pipelines and tools using Python, AWS Batch, Airflow, Redshift, Athena, and Tableau
You collaborate with global ML Ops and engineering teams in Germany, Portugal, and Ukraine to ensure seamless integration of analytics into the SIXT platform
You conduct deep-dive analyses using structured frameworks to tackle revenue management topics such as fleet planning and pricing performance
You translate business needs into structured analytical tasks and partner with stakeholders to deliver high-impact, data-driven solutions
YOUR SKILLS MATTER
Education & Experience
You hold a Bachelor's degree and bring 1+ years of hands-on experience in data analytics, revenue management, or data science-ideally in the travel or hospitality sector
Technical Expertise
You are proficient in Python, experienced with AWS tools (Batch, Redshift, Athena), and comfortable working with Tableau and modern data warehouse environments
Analytics & Research Foundations
You possess a strong foundation in operations research, statistical modeling, and heuristic optimization applied to real-world problems
Business Acumen & Communication
You can independently scope, structure, and execute analytical workstreams while clearly communicating insights to stakeholders
Project Ownership & Collaboration
You thrive in a collaborative, cross-functional environment and contribute to the successful implementation of scalable analytics solutions
Agile Mindset
Familiarity with agile practices and modern tools like VS Code, GitHub Copilot, Cursor, JIRA, and Confluence is a plus
WHAT WE OFFER
Comprehensive Benefits Package
Enjoy medical, dental, vision, life insurance, short- and long-term disability, and a 401(k)-retirement plan
Paid Time Off & Sick Leave
Enjoy PTO, sick leave, floating paid holidays and a healthy work-life balance
Career Growth Opportunities
Develop your career within a growing, global organization
Employee Rental Discounts
Access exclusive rental rates for you and your family
Additional Information
About us:
We are a globally leading mobility service provider with a revenue of €4.00 billion and around 9,000 employees worldwide. Our mobility platform ONE combines our products SIXT rent (car rental), SIXT share (car sharing), SIXT ride (taxi, ride, and chauffeur services), and SIXT+ (car subscription), giving our customers access to our fleet of 350,000 vehicles, the services of 4,000 cooperation partners, and around 5 million drivers worldwide. Together with our franchise partners, we are present in more than 110 countries at 2,000 rental stations. At SIXT, top-tier customer experience and outstanding customer service are our highest priorities. We believe in true entrepreneurship and long-term stability and align our corporate strategy with foresight. Get started with us and apply now!
$72k-101k yearly est. 13h ago
Senior Market Risk Analyst (LH-BPO)
Intralinks 4.7
Risk analyst job in West Palm Beach, FL
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Senior Market RiskAnalyst
Locations: Palm Beach Gardens, FL | Hybrid | Remote
SS&C, through our partnership with Lighthouse Investment Partners, LLC is seeking a highly motivated Senior RiskAnalyst to support an over $16B AUM asset management client.
Get To Know the Team:
We are looking for a Senior RiskAnalyst for our client's Risk Team in the main office in Palm Beach Gardens, Florida (however, remote candidates will also be considered). The primary reporting line is to the Director of Market Risk. This role seeks an individual with financial and quantitative skills to work closely with the Director of Market Risk and Risk Data teams in measuring, modeling, monitoring and communicating investment risks associated with the client's multi-boutique and multi-PM investment platform.
Why You Will Love It Here!
Flexibility: Hybrid Work Model & a Business Casual Dress Code
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get to Do:
Develop, Maintain and enhance daily risk modeling/monitoring processes and meet frequently with clients to discuss your findings and recommend trades to reduce risk if appropriate.
Review, produce and deliver recurrent and ad-hoc risk reporting/analyses.
Monitor liquid alternatives (multi-strategy hedge funds) through the firm's Managed Account Platform
Generate attribution analyses through a factor modeling framework.
Understand and calculate VAR, stress testing (standard and custom) and generate custom reports for clients to ensure accounts are operating within the desired drawdown profile.
Work with the portfolio management team on risk optimization and portfolio construction questions.
Design and implement custom or standard hedges.
Design the risk limit framework for firm investments.
Understand key risk characteristics of the seven main alternative asset classes --- equities, currencies, bonds, credit, commodities, volatility and private markets.
Monitor many accounts daily at the position level and be prepared to review all accounts daily in response to unfolding events in the market.
Use custom modeling to handle instruments that are bespoke or not covered by standard risk systems (e.g. exotic options or reinsurance products).
Understand and map the liquidity profile of various asset classes under different conditions.
Understand margin usage and the provision of adequate excess margin buffers in different asset classes or levered portfolio structures.
Use AI to enhance and augment existing processes e.g. in bringing traditional risk measures to intra-day data.
What You Will Bring:
CS, Engineering, Mathematics, Finance or Business with quantitative coursework (economics or statistics) and a deep understanding of Financial Markets and Alternative Investments.
3+ years of experience with a Hedge Fund, Investment Firm, Finance-related software vendor, or hedge fund administrator's operations department preferred, but not required
Ability to use mainstream risk management tools like RiskMetrics, Axioma or Bloomberg Port
Deep understanding of capital markets and asset class characteristics with CFA preferred
Motivated self-starter with an appetite for knowledge.
Strong organizational skills with the ability to set, organize and meet priorities.
Excellent verbal and written communication skills and the ability to interact with clients and credit officers regarding the performance and risk of investments.
The ability to work independently as well as with others in a small, energetic environment.
High level of initiative and critical thinking skills.
High integrity with the ability to maintain confidentiality
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ************************
#LI-HW1 #LI-HYBRID
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
$60k-82k yearly est. Auto-Apply 38d ago
Financial Crime Risk Analyst II (US)
TD Bank 4.5
Risk analyst job in Fort Lauderdale, FL
Hours: 40 Pay Details: $29.75 - $47.75 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.
Line of Business:
Financial Crime Risk Management
Job Description:
The Financial Crime RiskAnalyst II role provides a range of analytical, research and assessment support to the development of and enhancements to the enterprises FCRM programs and processes. This role may interact with key stakeholders and third-party service providers to deliver AML/ATF/Sanctions/ABAC programs that satisfy regulatory requirements. Additionally, this role assists in reviewing higher risk customer or transactional information.
Depth & Scope:
* Experienced professional role providing specialized guidance/assistance/support to functions/FCRM teams
* Independently performs activities from end-to-end
* Requires advanced understanding of a range of product and services, processes, procedures, systems and concepts within their own area of specialty and integration points with related areas
* Manages ambiguity, and applies judgement to identify, troubleshoot and resolve ongoing business and operational issues
* Interprets and administers policies, adopts and implements business process improvements
* Guided by practices, procedures and operating plans, makes process and capacity management decisions to ensure ongoing operations
* Moderate level of complexity in operational / reporting / process and/or analysis function requiring a short to medium term focus
Education & Experience:
* Undergraduate degree or equivalent work experience
* 3+ years experience
Customer Accountabilities:
* Provides FCRM research, evaluation, operational, reporting and/or analytical support in oversight, advisory services and control function to business (FCRM) partners, in a timely manner
* Co-ordinates requests to and from, business (FCRM) partners
* Assists in the preparation of summaries, communications, reports and presentations for management, regulators, and other internal and external stakeholders
* Recommends responses to enterprise FCRM Program questions and immediately escalates any sensitive issues according to departmental procedures
* Analyzes data and draws conclusions to meet program health reporting requirements
* Analyzes emerging trends pertaining to regulatory changes, reporting or other departmental functions and provides recommendations to enhance or rectify FCRM- related gaps, issues and enhancements
* Proactively identifies matters requiring additional review, escalation, and liaises with appropriate staff to resolve, as appropriate
* Coordinates tracking and reporting of FCRM function initiatives and programs
Shareholder Accountabilities:
* Prioritizes and manages own workload to meet SLA requirements for service and productivity
* Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
* Protects the interests of the organization - identifies and manages risks, and escalates non-standard, high-risk transactions / activities as necessary
* Acquires and applies expertise in the FCRM discipline, provides guidance, assistance and direction to other FCRM partners
* Identifies, recommends and effectively executes standard practices applicable to the FCRM discipline
* Keeps abreast of emerging issues, trends, and evolving regulatory requirements
* Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
* Adheres to internal policies / procedures and applicable regulatory guidelines
* Coordinates with other FCRM partners and compliance partners to ensure consistence in the application of FCRM
Employee/Team Accountabilities:
* Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest
* Supports the team by continuously enhancing knowledge / expertise in own area and participates in knowledge transfer within the team and business unit
* Keeps current on emerging trends / developments and grows knowledge of the business, related tools and techniques
* Participates in personal performance management and development activities, including cross training within own team
* Keeps others informed and up to date about the status / progress of projects and/or all relevant or useful information related to day-to-day activities
* Contributes to the success of the team by willingly assisting others in the completion and performance of work activities; provides training, coaching and/or guidance as appropriate
* Contributes to a fair, positive and equitable environment that supports a diverse workforce
* Acts as a brand champion for your function and the bank, both internally and/or externally
* Grows knowledge of the business, related tools and techniques
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.
$29.8-47.8 hourly Auto-Apply 5d ago
Associate, Investment Analyst
Cresset Capital
Risk analyst job in West Palm Beach, FL
About Cresset
Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional, and aligned with each client's vision of success.
We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.
Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm-one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Cresset is seeking an Investment Analyst to join Cresset's Wealth Advisory team. The Investment Analyst will provide comprehensive support to our high net worth clients by working closely with experienced Wealth Advisors. A successful candidate will be entrepreneurial, able to operate both independently and collaboratively, and support the day-to-day operations of client relationships. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team.
Primary Responsibilities:
Portfolio Management
Review client portfolios and assist Advisors with the development, presentation, and implementation of investment recommendations to clients, including portfolio construction, proposals, rebalancing, phase-in planning, and quarterly performance reviews
Collaborate with the National Investments Team to apply the firm's best thinking to client portfolios while considering client-specific needs regarding cash flow, taxation, liquidity, risk, and other considerations
Assist with the implementation of client portfolio trades, including execution, margin maintenance, and settlement
Develop and maintain investment policy statements (IPS)
Financial Planning
Oversee the production and maintenance of net worth statements, financial plans, and cash flow projections
Where appropriate, attend prospect and client meetings to gather information to create financial plans and investment strategies
Learn and understand current wealth planning trends, legislative developments, and techniques; partner with the Wealth Strategy team to enhance client planning
Operations
Coordinate with the Client Associate to ensure tasks and requests are handled, including new client onboarding, account maintenance, new investments, redemptions, transfers, and money movement requests
Document client notes, investment changes, and activities in Salesforce
Review clients' quarterly performance reports and collaborate with Reporting to identify and resolve issues
Prepare client meeting materials; may attend client and/or prospect meetings
Support client Private Investment reporting in partnership with Client Associate and coordination of outside fund administrators and portals
Manage completion of deliverables from start to finish with the Client Associate and/or various internal and external parties as needed
Qualifications
Qualifications:
Bachelor's Degree required; strong preference given to CFA or CFP professionals or those on track to earn any of these designations
Previous work / internship experience in financial services required; 1-3 years experience preferred
Series 65 license or equivalent required; unlicensed candidates required to obtain the license within 120 calendar days of employment
Strong initiative and problem-solving ability with a creative, innovative, and tenacious approach to challenges
Adaptable and flexible, thriving in dynamic, fast-paced environments while maintaining a strong sense of urgency
Excellent written and verbal communication skills with a keen attention to detail for accuracy and thoroughness
Proven ability to work independently with limited guidance and think strategically, while also collaborating effectively in team settings
Strong organizational skills with the ability to prioritize and manage multiple tasks simultaneously
Ability to evaluate, prioritize, and meet deadlines while ensuring high-quality results
Proactively approach problems, demonstrating solid decision-making and a learning mindset for continuous improvement
Coachable, with a strong willingness to learn and grow in compliance with SEC and company-required rules and regulations
Proven ability to establish and maintain positive working relationships with clients, peers, CPAs, attorneys, and other professionals
Discretion in handling confidential information, upholding the highest level of client service, ethics, and integrity; with willingness to learn and comply with SEC and other company required rules and regulations
Proficient in Microsoft Office Suite; familiarity with eMoney, Salesforce, Addepar, and custodial platforms is a plus
Entrepreneurial spirit with a drive to take initiative and contribute meaningfully to the team
What We Offer:
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
*Disclosures related to awards, recognitions, and rankings available here.
Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.
$53k-89k yearly est. 8d ago
Investment Analyst
SROA Property Management, LLC
Risk analyst job in West Palm Beach, FL
Job Description
Become the newest member of our exciting team at SROA Capital as we redefine self-storage!
At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel two years in a row.
SROA Capital is a vertically integrated private equity real estate and technology platform that has evolved into a global asset manager with a successful track record of providing risk adjusted returns to its partners through its focused strategy of investing in self-storage. SROA is headquartered in West Palm Beach, FL and has invested, redeveloped, and developed self storage across the risk spectrum in major and secondary markets across the United States under the brand Storage Rentals of America and the UK under the brand Kangaroo Self Storage with approximately 900 employees globally.
The Investment Analyst will work with our investment team to support the underwriting and due diligence of potential real estate transactions and contribute to strategic decision-making processes.
Responsibilities:
Assist in evaluating prospective acquisitions of properties throughout the U.S. in niche asset classes.
Analyze income statements, financial and operational reports.
Work with investment team to prepare underwriting models and investment committee memos.
Assist in building and maintaining database of potential acquisitions.
Assess macroeconomic factors, demographic trends and local market dynamics to forecast real estate market conditions and identify emerging investment opportunities.
Analyze property performance metrics, including occupancy rates, expenses and market trends to assess investment viability and potential returns.
Prepare investment memos, presentations, and reports to communicate investment recommendations to senior management.
Stay informed about industry trends, regulatory changes and economic developments that may impact real estate investment strategies and portfolio performance.
Other duties and projects that support the department's goals.
Qualifications:
Undergraduate degree in Economics, Finance, Accounting, Real Estate, Insurance, Banking, or related field.
1-2 years or more proven experience as an investment analyst or real estate analyst with a focus in commercial real estate - self storage experience a plus.
Advanced proficiency in Microsoft Suite; specifically in Excel and PowerPoint.
Strong analytical skills and proficiency in financial modeling, property valuation and investment analysis techniques.
Familiarity with real estate investment software, databases and market research tools (e.g., CoStar, ARGUS, REIS, Yardi Voyager, Sage)
Ability to collaborate effectively with cross-functional teams
SROA Offers:
Competitive pay with bonus potential
UKG Wallet - on-demand pay option
100% paid medical coverage options for employee-only
Dental and vision plans for optimal care
Eight (8) paid holidays
Generous Paid Time Off (PTO), increasing with years of service
Paid Maternity and Parental Leave for growing families
401(k) with substantial employer match and 100% immediate vesting
Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings
GAP Insurance for added financial protection
Employer-paid Life Insurance and Short-Term Disability coverage
Long-Term Disability (LTD) coverage for added peace of mind
Pet insurance - because your pets are family too
Storage Discounts to help you declutter and organize
Access to Voluntary Benefits for personalized coverage
Learning and development opportunities to maximize your potential and excel in your career
A great culture that values collaboration, innovation, and inclusivity
SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.
$53k-89k yearly est. 21d ago
Senior Analyst - Control Management - Risk ID & Assessment - US Consumer Global Dining
American Express 4.8
Risk analyst job in Sunrise, FL
You Lead the Way. We've Got Your Back. At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express
The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel & Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day.
The objective of the US Consumer/Global Dining Control Management Risk ID & Assessment team is to identify risks throughout business processes, systems, and platforms, develop and recommend risk mitigation strategies to address these risks, and proactively flag high risk themes for intervention and control enhancement.
US Consumer/Global Dining Control Management is looking for a Sr. Analyst of Risk ID & Assessment focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units and functional areas.
**The Sr. Analyst, US Consumer Services Risk ID & Assessment:**
+ Assist in additional identification of risks throughout business processes and systems (along with business process owners)
+ Facilitate US Consumer/Global Dining in their risk assessments performance (e.g. Risk and Control Self-Assessment (RCSA)) in addition to further assessments and testing / QA programs to ensure regulatory and internal standards are met (e.g., periodic RCSA reviews and update assessment criteria to align with regulatory updates)
+ Support control monitoring (supplemental to BU process owners testing) and compile key operational risk trends, activities, and events
+ Proactively help identify areas of high-risk for intervention (e.g., automated alerts generated for high-risk areas signal need for intervention and focus), including conducting independent quality assurance and vertical process testing
+ Support thematic risk reporting (levels, trends, causes)
+ Categorize controls and map against risks and processes (e.g., cross-BU process-control mapping)
+ Support BU with identification of risks and spotting areas where product changes or improved controls may be required within New Product
**Governance (NPG)**
+ Support risk management practices within the business
+ Maintain risk dashboards and key risk indicators (KRIs) for ongoing monitoring
+ Maintain risk profiles and an updated risk register(s)
+ Support sharing insights, better practices, themes, etc. across the enterprise **Required Qualifications:**
+ 2 Years experience in operational risk management (e.g., within Risk and/or Internal Audit function) Understanding of critical operational risk management lifecycle activities
+ project management, communication, and interpersonal skills
+ Experience in process governance, with an understanding of processes that align with policies, regulatory frameworks, and/or operational standards
+ Sound analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively **Preferred Qualifications:**
+ Bachelor's degree in finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous
+ Experience in at least one of the following:
+ Supporting identification of operational risks throughout business processes and systems
+ Facilitating risk assessment performance in addition to further assessments and testing programs to ensure regulatory and internal standards are met
+ Supporting independent control monitoring, including identification of control improvements
+ Supporting the identification of areas of risk for intervention, including conducting independent quality assurance and process testing
+ Compiling thematic risk reporting to provide actionable insights on risk levels, emerging trends and root causes
**Qualifications**
Salary Range: $78,000.00 to $124,750.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Risk
**Primary Location:** US-New York-New York
**Other Locations:** US-Utah-Salt Lake City, US-Florida-Sunrise, US-Arizona-Phoenix, US-North Carolina-Charlotte, US-Utah-Sandy, US-New York-New York
**Schedule** Full-time
**Req ID:** 25021105
$78k-124.8k yearly 60d+ ago
Enterprise Risk Manager
Caleb and Brown Pty
Risk analyst job in Fort Lauderdale, FL
Who we are:
Caleb and Brown, headquartered in Melbourne Australia, and now powered by Swyftx, has grown in the last nine years to become one of the leading cryptocurrency brokerage firms globally. By fostering a culture of crypto experience married with professional services, we are building the bridge to the traditional financial world. We are seeking a motivated and detail-focused individual to join our team as an Enterprise Risk Manager. In this role, you'll support our global compliance team by developing and continuously refining the firm's Enterprise Risk Management framework, policies, and procedures, ensuring alignment with regulatory expectations.
What we'd love to see:
We are seeking an Enterprise Risk Manager or a dynamic individual from a background whereby they could transfer their already well honed skills. The successful candidate will a strong understanding of compliance, regulatory, and operational risk in both traditional finance and digital assets, with a focus on blockchain analysis and regulatory requirements. The Enterprise Risk Manager will play a key role in integrating risk awareness into the firm's compliance culture, product development, and operational decision-making, ensuring the firm operates within its stated risk appetite and regulatory obligations.
Responsibilities:
Establish and manage the corporate Risk Register, overseeing the consistent identification, measurement, assessment, and reporting of risks across all key areas: Compliance, Financial Crime, Operational, Technology, and Reputation.
Act as the primary risk partner for the Compliance team, ensuring that all regulatory obligations are embedded with appropriate risk controls.
Prepare comprehensive risk reports, dashboards, and materials for the Chief Compliance Officer, Executive Leadership, and Risk Committee, providing a clear, aggregated view of the firm's risk profile.
Champion a strong, integrated risk and compliance culture, providing training and guidance to business units on risk ownership and their role in adhering to the Risk Management framework.
Ensure rigorous documentation of all risk-related decisions, methodologies, and findings to provide a defensible audit trail for internal audit and regulators.
Investigate and report on significant operational incidents and near-misses, identifying root causes and recommending enhanced controls to prevent recurrence.
Requirements
Exceptional written and verbal communication skills, particularly the ability to summarise complex investigative findings clearly and concisely for regulatory filing.
Dedicated experience in Enterprise Risk Management, Operational Risk, or Integrated Risk, with significant exposure to the cryptocurrency, fintech, or regulated financial services industry.
Strong familiarity with major global financial regulations and their application to digital asset activity.
Hands-on experience using commercial blockchain forensics/analytics tools.
Strong functional knowledge of cryptocurrency, blockchain technology, and common crypto-related financial crime typologies.
Advanced ability to design quantitative and qualitative risk assessment methodologies.
Benefits
Ongoing training and industry development opportunities from a supportive leadership team
Access to cutting-edge technology and market insights.
Collaborative and supportive team culture with a passion for digital assets.
Learn from a team of experienced cryptocurrency experts
Competitive compensation that recognises experience and impact
Hybrid working arrangements designed around trust and autonomy
0% trading fees with Caleb and Brown
Applicants must have full working rights and be residing in Fort Lauderdale, FL, United States to be considered for this role. We value diversity and inclusivity and ensure an equal process for all throughout our recruitment processes.
$69k-102k yearly est. Auto-Apply 42d ago
Financial Analyst Intern
Goodleap 4.6
Risk analyst job in West Palm Beach, FL
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
The Financial Analyst Intern role will play a key part in shaping the company's growth by supporting the B to C side of the business dealing with the homeowner app, virtual power plants, and third-party ownership consumer finance products.
Essential Job Duties and Responsibilities:
* Financial Modeling, Analysis & Pricing Development: Maintain, refine and develop financial models to analyze the profitability of new and existing consumer finance products.
* Cost Optimization & Efficiency: Collaborate with FP&A to identify areas for cost reduction and operational improvements across all consumer finance products, focusing on enhancing product margins and driving financial efficiency.
* Performance Tracking: Partner with technology to develop insightful dashboards and reports that can accurately track key performance indicators
* Industry Research: Conduct market and industry research to identify trends, risks and opportunities that may impact consumer finance products and overall strategy.
* Presentations, Reporting & Recommendations: Prepare high quality presentations and reports for senior executives and board members, providing actionable recommendations on pricing, profitability and new potential product lines.
Required Skills, Knowledge and Abilities:
* Bachelor's degree in finance, economics, business, mathematics or a related field (MBA, CFA or CPA is a plus).
* Minimum GPA requirement: 3.0 GPA if applying as a recent grad
* 0-4 years of experience in finance, accounting, consulting or a similar role.
* Strong analytical skills with the ability to work with large datasets and draw meaningful insights.
* Advanced proficiency in Microsoft Excel (financial modeling) and PowerPoint.
* Ability to synthesize complex information into clear, concise recommendations.
* Experience with financial forecasting, budgeting, and financial planning.
* Excellent written and verbal communication skills.
* Strong problem-solving skills with a proactive approach to challenges.
Compensation: $20 - $25/hour
Additional Information Regarding Job Duties and s:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
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.
$20-25 hourly 39d ago
Corporate Financial Analyst
Warehouse Goods LLC 3.7
Risk analyst job in Boca Raton, FL
Job DescriptionDescription:
We are seeking a Corporate Financial Analyst to support financial planning, reporting, and treasury analysis in a public-company environment. This role will work closely with Finance, Treasury, Accounting, and Investor Relations to deliver high-quality financial analysis, support SEC reporting, and evaluate capital allocation decisions related to both fiat and digital assets.
The ideal candidate combines strong corporate finance fundamentals with comfort analyzing crypto-related balance sheet activity under public-company accounting and control standards.
Financial Planning & Analysis (FP&A)
Prepare and maintain financial models supporting budgeting, forecasting, and long-range planning
Analyze operating expenses, liquidity, and capital structure impacts
Support scenario analysis related to market volatility, interest rates, and digital asset price movements
Partner with functional leaders to track performance against financial targets
Treasury & Digital Asset Analysis
Analyze treasury positions including cash, marketable securities, and digital assets
Support evaluation of capital allocation strategies, including asset acquisition, custody, and liquidity management
Monitor digital asset valuation, impairment considerations, and accounting impacts under US GAAP
Assist in assessing counterparty, custody, and liquidity risks related to digital assets
Public Company Reporting & Controls
Support quarterly and annual SEC filings (10-Q, 10-K, earnings materials) through financial analysis and tie-outs
Assist with management reporting, variance explanations, and earnings support schedules
Ensure analyses align with SOX controls, internal policies, and audit requirements
Coordinate with Accounting on close processes, journal support, and disclosure requirements
Investor & Management Support
Prepare analytical materials for senior management, Board presentations, and Investor Relations
Support earnings preparation, including KPI analysis and financial narratives
Respond to ad-hoc analytical requests related to market conditions, capital markets activity, or treasury strategy
Other duties as assigned by manager or designee.
Requirements:
Bachelor's degree in finance, Accounting, Economics, or related field
2-5 years of experience in FP&A, corporate finance, investment banking, or public accounting
Strong financial modeling and Excel skills
Solid understanding of US GAAP and public company reporting requirements
Experience working with quarterly closes and tight reporting timelines
Experience at a publicly traded company or Big 4/public accounting background
Exposure to treasury functions, capital markets, or balance-sheet-heavy businesses
Familiarity with digital assets, crypto accounting, or financial instruments
CPA, CFA, or progress toward certification
$52k-86k yearly est. 2d ago
Onboarding and Risk Specialist
Segpay
Risk analyst job in Deerfield Beach, FL
Join the SegPay Team as an Onboarding & Risk Specialist - Ecommerce and help shape the future of online commerce!
SegPay is looking for a detail-oriented and experienced professional to join our team as an Onboarding & Risk Specialist - Ecommerce. In this role, you will be responsible for ensuring the safe and efficient onboarding of new ecommerce merchants onto our global payment platform, while adhering to all SegPay policies and regulations.
You will play a critical role in protecting SegPay and our merchants from fraud and financial risk. You will conduct thorough due diligence on merchant applications, including website reviews, CDD, AML checks, and PEP/Sanction screening, and provide ongoing monitoring to ensure compliance. You will be comfortable making risk-based decisions independently and working with minimal supervision.
This is an excellent opportunity for an individual with a proven track record in high-risk ecommerce merchant acquiring and a deep understanding of card scheme regulations. You will have the chance to work with a diverse team of professionals and be at the forefront of the ever-evolving world of online commerce.
What You'll Do:
Conduct risk-based review of merchant applications
Review merchant websites and business models
Ensure merchant files are complete and up-to-date
Collaborate with the Account Management team to collect necessary documentation
Liaise with Acquiring Partners to resolve onboarding-related queries
Conduct ongoing monitoring of existing merchants
Provide feedback to improve onboarding processes
Identify and investigate anomalies in daily exception reports
Who You Are:
You have 2-3 years of experience in merchant underwriting/onboarding in the Ecommerce environment
You have experience in High-Risk ecommerce merchant acquiring, preferably in the Adult sector
You have a strong understanding of card scheme rules and requirements
You are proficient in CDD and AML regulations
You possess excellent analytical and problem-solving skills
You are comfortable working independently and making risk-based decisions
You are a strong communicator and team player
You have excellent computer skills and experience with SQL Server (a plus)
If you are a highly motivated and detail-oriented individual with a passion for online commerce, we encourage you to apply!
Segpay is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
$51k-80k yearly est. 3d ago
ANALYST - CORPORATE FINANCE
Crm In Davie, Florida
Risk analyst job in Davie, FL
The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management.
Responsibilities
Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions
Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities
Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors
Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3
rd
party tools to provide additional data analytics
Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties
Analyze market trends, competition and industry news.
This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned.
Qualifications
EXPERIENCE, EDUCATION, AND CERTIFICATIONS
A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required.
At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis.
Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred.
MBA, CFA or CPA is desirable
SKILLS
Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models
Knowledge of corporate finance and accounting
Experience analyzing company financials
Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner
Deeply analytical and thoughtful in analyzing a company's financials and growth prospects.
Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements
Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment
Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind
Understanding of worldwide gaming markets, performance and regulations.
Multiple language abilities a plus; fluency in English required.
Must possess strong communication and listening skills, excellent speaking, reading and writing.
Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas.
Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization.
Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols.
Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy.
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$47k-75k yearly est. Auto-Apply 14d ago
Investment Analyst
South Florida Recruiters 4.3
Risk analyst job in Boca Raton, FL
A growing Boca Raton Private Equity Firm is expanding and looking to bring on an Investment Analyst. This role offers hands-on exposure to every stage of the investment lifecycle-from sourcing and diligence to portfolio management.
What You'll Be Doing:
Develop and maintain financial models to evaluate new investment opportunities
Conduct due diligence, market research, and industry analysis
Support the preparation of investment presentations and internal memos
Partner directly with portfolio company teams to analyze performance and support growth initiatives
Organize deal data rooms and reporting platforms
Travel up to 50% for due diligence, site visits, and industry events
Requirements:
Bachelor's degree in Finance, Accounting, Economics, or related major with strong academic performance
Around 2 years of investment banking, private equity, M&A, or related finance experience
Strong analytical skills and financial modeling proficiency
Apply today or send your resume to *********************************. Call ************** for more details.
$46k-59k yearly est. Easy Apply 60d+ ago
FINANCIAL EXAMINER/ANALYST II - 79011099
State of Florida 4.3
Risk analyst job in Fort Lauderdale, FL
Working Title: FINANCIAL EXAMINER/ANALYST II - 79011099 Pay Plan: Career Service 79011099 Salary: $2,085.84 - $2,126.58 Biweekly (CAD Included)
Total Compensation Estimator Tool
Division of Florida Condominiums, Timeshares and Mobile Homes
Financial Examiner/Analyst II
Position Number: 79011099
Hiring Salary: $2,085.84 - $2,126.58 Biweekly (CAD Included)
Open Competitive
Our Organization and Mission:
The Department of Business and Professional Regulation (DBPR) is the agency charged with licensing and regulating State of Florida businesses and professionals, such as cosmetologists, veterinarians, condominiums, hotels, and restaurants. Our mission is to license efficiently and regulate fairly, and we strive to meet this goal in our day-to-day operations.
The Work You Will Do:
This position is located within the Bureau of Compliance of the Division of Condominiums, Timeshares, and Mobile Homes. This in-office position is a part of the financial investigative team, and is responsible for analyzing and investigating incoming complaints for alleged violations of Florida Statutes and Board Rules regulated by the Department.
Your Specific Responsibilities:
The incumbent in this position is responsible for investigating financial and non-financial complaints against condominium, cooperative and timeshare associations. This includes:
* Identifying and applying specific portions of the Florida Statute with regard to allegations made against an association;
* Reviewing evidence provided to determine if the evidence is sufficient to move forward with an investigation;
* Making calls to witnesses, complainants, and respondents to obtain verbal and written statements;
* Preparing written letters to complainants and respondents;
* Preparing detailed investigative reports to outline each allegation that was investigated;
* Maintaining a wide range of general knowledge of Department and other agency functions in order to provide referral information to the public as needed;
* Effectively monitor case load to ensure cases are processed in a timely manner;
* Communicating with supervisor on a daily basis.
* Conducts case and non-related case travel.
Knowledge, Skills, and Abilities:
* Knowledge of Microsoft Office software.
* General knowledge of Generally Accepted Accounting Principles.
* Ability to analyze financial documents.
* Knowledge of investigative techniques.
* Ability to read, interpret and apply statutes and administrative rules to specific fact scenarios.
* Ability to conduct fact-finding interviews and take statements.
* Ability to collect and analyze evidence.
* Ability to conduct thorough investigations.
* Ability to write accurate investigative reports.
* Skilled with attention to detail and critical thinking.
* Skilled with strong oral and written communication.
* Skilled with customer service etiquette.
Minimum Requirement:
* Two years of investigative experience in researching and analyzing financial documents.
* Two years in preparing investigative reports.
* Valid Florida Driver License
* Case and non-related case Travel
Preferred:
* Bachelor's Degree from an accredited college or university; OR
* Associate's Degree from an accredited college
* Bilingual in both English and Spanish.
The Benefits of Working for the State of Florida:
"Working for the State of Florida is more than a paycheck. The State's total compensation package for employees features a highly competitive set of employee benefits including:
* State of Florida retirement package: 3% employee contribution required.
* Nine annual paid holidays and one personal holiday
* Ability to earn up to 104 hours of paid annual leave annually as a new employee with the State of Florida
* Ability to earn up to 104 hours of paid sick leave annually.
* The State of Florida offers health insurance coverage (i.e. individual and family coverage) to eligible employees.
* The State of Florida provides a $25,000 life insurance policy to eligible employees.
* Additional supplemental insurance policies are available for dental, vision, hospital supplement, cancer, etc.
* Tax deferred medical and childcare reimbursement accounts are available.
* Tuition waiver program to attend an approved State of Florida College or University
For additional benefit information, please visit the following website: ***********************************
* Information contained in responses to Qualifying Questions concerning education, experience, knowledge, skills and/or abilities must also be disclosed on the State of Florida Employment Application. *
Applicant Note: If you are the selected candidate for this position and hold a current license through the Florida Department of Business & Professional Regulation, you may be required to place your license in an inactive status.
NOTE: This position requires a security background check, physician assessment, drug screening, and participation in direct deposit. You will be required to provide your Social Security Number (SSN) and date of birth in order to conduct this background check.
Applicants are required to apply through the People First system by the closing date, by applying online. All required documentation must be received by the closing date of the advertisement. If you have any questions regarding your application, you may call **************.
The Florida Department of Business & Professional Regulation is committed to increasing recruitment and hiring of individuals with disabilities and improving employment outcomes.
Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must contact the DBPR Human Resources (HR) Office at **************. DBPR requests applicants notify HR in advance to allow sufficient time to provide the accommodation.
SPECIAL REMINDERS:
Male applicants born on or after October 1, 1962, will not be eligible for hire or promotion unless they are registered with the Selective Services System (SSS) before their 26th birthday, or have a Letter of Registration Exemption from the SSS. For more information, please visit the SSS website: ****************** .
If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended or deemed ineligible depending upon the date of your retirement.
The Florida Department of Business & Professional Regulation values the sacrifices veterans and their family members have given to our country and support the hiring of returning service members and military spouses.
A candidate for veterans' preference who believes he or she was not afforded employment preference may file a complaint in accordance with Rule 55A-7.016, F.A.C., with the Florida Department of Veterans' Affairs, Veterans' Preference Coordinator, 11351 Ulmerton Road, Suite 311, Largo, FL, 33778. The Department of Veterans' Affairs has also established an email where people can electronically file claims or ask questions. The email is ***********************************.
The Department of Business and Professional Regulation will only hire U. S. citizens and lawfully authorized alien workers. Our agency participates in the E-Verify System which is a federal government electronic database available for employers to use to verify the identity and employment eligibility of all persons hired to work in the United States.
The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.
Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.
The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.
VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement.
Location:
$2.1k-2.1k biweekly Easy Apply 3d ago
Risk Management Specialist
Clay County School District 4.4
Risk analyst job in Coral Springs, FL
For Support Job Description click here.
For Support Salary Schedule click here.
Required Qualifications:
Must be a high school graduate or have passed the G.E.D. equivalency examination.
Certification and/or education & training in risk management and/or insurance field. A comparable amount of training, education, experience, or a combination thereof can be substituted for the minimum qualifications.
Minimum of three (3) years experience in one or more of the following: Workers' Compensation claims processing, insurance, and related risk management functions.
Highly Skilled in Human Relations and conflict resolutions.
Strong analytical, problem solving, written and verbal skills.
Adept at computer programs, spreadsheets, reporting and processing of critical data.
Ability to work with Confidential/sensitive information and employee files.
Ability to analyze, interpret and implement The Florida Statutes, the State Board of Education Regulations, Financial and Program Cost Accounting and Reporting for Florida Schools and Florida School Board Policies.
Desired Qualifications:
Bachelor's Degree in Business, Risk Management, or Insurance.
Knowledge in Data Processing Procedures and Programs.
BACKGROUND SCREENING:
All prospective employees must submit to a Level 2 background check pursuant to Florida State Statute 435.04 and be found eligible by the Agency for Health Care Administration (AHCA) Care Provider Background Screening Clearinghouse. The background check will include, but is not limited to, fingerprinting for statewide criminal history records checks through the Florida Department of Law Enforcement, national criminal history records checks through the Federal Bureau of Investigation, local criminal records checks through local law enforcement agencies, and a search of the sexual predator and sexual offender registries of any state in which the prospective employee resided during the immediate preceding 5 years.
If you would like more information about the Agency for Health Care Administration (AHCA) Care Provider Background Screening Clearinghouse, please visit AHCA Clearinghouse.
$28k-43k yearly est. 60d+ ago
ANALYST II - FINANCIAL
Seminole Hard Rock Support Services 4.4
Risk analyst job in Fort Lauderdale, FL
Job Description
A Financial Analyst at the Hard Rock Corporate Support Center is responsible for the production of internal financial reporting and analysis of internal data. Providing guidance and support for the company in the areas of financial accounting, budgeting, forecasting, and analysis.
Responsibilities
Essential duties include, but are not limited to:
Perform recurring reporting tasks for key management reports emphasizing historical results, budgets, forecasts, and trends.
Gather, interpret, and use complex data to develop reports to support company objectives.
Communicate and disseminate financial information and analysis to stakeholders throughout the company.
Provide ad-hoc analysis as required by company leadership to inform business decisions.
Actively work within the Finance department, other corporate departments, and throughout the company as needed to improve and support Finance projects and processes.
Qualifications
Experience:
Bachelor's degree in the areas of Finance, Business, Mathematics, Statistics or related field.
Exposure to financial analysis or casino/hotel industry is a plus.
Experience with corporate structure that oversees multiple operating operations locations.
Computer and related software (Microsoft Office) necessary.
Proficiency in Microsoft Excel with advanced formulas and functions (VBA familiarity preferred).
Data extraction with financial modeling experience (required).
SQL and Advanced BI Reporting experience is a plus.
Must possess the ability to define problems, collect and interpret data, establish facts and draw valid conclusions.
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Successful candidates will possess good communication, presentation, and interpersonal skills.
Successful candidates will be able to be self-directed and be driven to learn and improve their skills.
Work Environment:
Duties and responsibilities are typically performed in a professional office setting, but there may be times where you will need to be on the Casino Floor or pass through this area. On the Casino Floor, you may be exposed to casino-related environmental factors including, but not limited to, second hand smoke and excessive noise.
While performing the duties of this job, the employee is frequently required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms, talk or hear; and taste or smell. The employee must frequently lift and/or move up to 50 pounds. Specific vision abilities required by this job include close, distance, color, and peripheral vision, depth perception and ability to adjust focus.
Disclaimer
While this is intended to be an accurate reflection of the current job, management reserves the right to revise the current job or to require that other or different tasks be performed when circumstances change, (e.g. emergencies, changes in personnel, workload, rush jobs or technical developments).
$46k-64k yearly est. 3d ago
Senior analyst - Privacy Risk Compliance
American Express 4.8
Risk analyst job in Sunrise, FL
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
American Express is seeking a detail oriented and proactive First Line of Defense (1LOD) Compliance Senior Analyst to support the business in managing compliance risk across products, processes, and customer interactions. This role plays a key part in ensuring that day-to-day operations align with regulatory requirements and internal policies, working closely with both business and compliance partners. The ideal candidate has strong regulatory knowledge, a process mindset, and the ability to translate risk concepts into practical actions.
**Key Responsibilities:**
+ Act as a compliance risk advisor to front-line business teams, helping them understand and comply with applicable regulatory obligations.
+ Support the execution of compliance risk assessments and ongoing monitoring activities within the business unit.
+ Partner with operations, product, and technology teams to design and enhance controls that mitigate regulatory and operational risks.
+ Monitor business activities for compliance with Privacy laws, regulations, and internal standards (e.g., CCPA, GDPR, GLBA, and other Privacy regulations).
+ Track and remediate compliance issues and control gaps identified through monitoring, audits, or regulatory exams.
+ Maintain and update business-level compliance documentation, including procedures, control descriptions, and training materials.
+ Collaborate with second line Compliance and Legal teams on policy interpretation, regulatory change implementation, and incident response.
+ Support compliance testing, audit readiness, and business responses to regulatory inquiries and examinations.
+ Assist with delivery of compliance-related training to business staff.
+ Contribute to reporting of compliance metrics and trends to business leadership.
**Minimum Qualifications:**
+ Bachelor's degree in business, finance, law, or a related discipline.
+ 2 years of experience in compliance, risk management, or control-related roles within privacy risk in financial services.
+ Experience supporting compliance or operational risk within a business or first line function.
**Preferred Qualifications:**
+ Working knowledge of key Privacy and U.S. banking regulations (e.g., Reg E, Privacy (CCPA, GDPR, GLBA, etc.)).
+ Privacy Certification (e.g., CIPP/CIPM/CIPT) or other Privacy Certification
+ Familiarity with issue management, risk assessments, and control testing processes.
+ Experience working in a matrixed environment or with cross-functional teams.
**Skills & Competencies:**
+ Strong attention to detail and critical thinking skills
+ Ability to analyze regulatory requirements and apply them in a business context
+ Effective communication and relationship-building skills
+ Proactive, self-motivated, and comfortable managing multiple priorities
+ Sound judgment and problem-solving capabilities
**Qualifications**
Salary Range: $78,000.00 to $124,750.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Compliance
**Primary Location:** US-New York-New York
**Other Locations:** US-North Carolina-Amex - for internal use only, US-Arizona-Phoenix, US-Florida-Sunrise
**Schedule** Full-time
**Req ID:** 25019511
$78k-124.8k yearly 60d+ ago
Financial Analyst Intern
Goodleap 4.6
Risk analyst job in West Palm Beach, FL
About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
The Financial Analyst Intern role will play a key part in shaping the company's growth by supporting the B to C side of the business dealing with the homeowner app, virtual power plants, and third-party ownership consumer finance products.Essential Job Duties and Responsibilities:
Financial Modeling, Analysis & Pricing Development: Maintain, refine and develop financial models to analyze the profitability of new and existing consumer finance products.
Cost Optimization & Efficiency: Collaborate with FP&A to identify areas for cost reduction and operational improvements across all consumer finance products, focusing on enhancing product margins and driving financial efficiency.
Performance Tracking: Partner with technology to develop insightful dashboards and reports that can accurately track key performance indicators
Industry Research: Conduct market and industry research to identify trends, risks and opportunities that may impact consumer finance products and overall strategy.
Presentations, Reporting & Recommendations: Prepare high quality presentations and reports for senior executives and board members, providing actionable recommendations on pricing, profitability and new potential product lines.
Required Skills, Knowledge and Abilities:
Bachelor's degree in finance, economics, business, mathematics or a related field (MBA, CFA or CPA is a plus).
Minimum GPA requirement: 3.0 GPA if applying as a recent grad
0-4 years of experience in finance, accounting, consulting or a similar role.
Strong analytical skills with the ability to work with large datasets and draw meaningful insights.
Advanced proficiency in Microsoft Excel (financial modeling) and PowerPoint.
Ability to synthesize complex information into clear, concise recommendations.
Experience with financial forecasting, budgeting, and financial planning.
Excellent written and verbal communication skills.
Strong problem-solving skills with a proactive approach to challenges.
Compensation: $20 - $25/hour
Additional Information Regarding Job Duties and s:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
$20-25 hourly Auto-Apply 60d+ ago
Investment Analyst
South Florida Recruiters 4.3
Risk analyst job in Boca Raton, FL
Job Description
A growing Boca Raton Private Equity Firm is expanding and looking to bring on an Investment Analyst. This role offers hands-on exposure to every stage of the investment lifecycle-from sourcing and diligence to portfolio management.
What You'll Be Doing:
Develop and maintain financial models to evaluate new investment opportunities
Conduct due diligence, market research, and industry analysis
Support the preparation of investment presentations and internal memos
Partner directly with portfolio company teams to analyze performance and support growth initiatives
Organize deal data rooms and reporting platforms
Travel up to 50% for due diligence, site visits, and industry events
Requirements:
Bachelor's degree in Finance, Accounting, Economics, or related major with strong academic performance
Around 2 years of investment banking, private equity, M&A, or related finance experience
Strong analytical skills and financial modeling proficiency
Apply today or send your resume to *********************************. Call ************** for more details.
How much does a risk analyst earn in West Palm Beach, FL?
The average risk analyst in West Palm Beach, FL earns between $43,000 and $73,000 annually. This compares to the national average risk analyst range of $59,000 to $112,000.
Average risk analyst salary in West Palm Beach, FL