We are looking for an experienced Portfolio Risk Specialist to lead and grow the Risk Management Team at Trexquant. In this role, you will be responsible for enhancing our risk management platform, developing key metrics for risk analysis, and proposing and implementing risk mitigation tactics and processes as the notional footprint and number of asset classes in our quantitative portfolio continue to grow.
Responsibilities
Oversee and analyze risk factor exposures and trends across company portfolios in global markets
Develop and manage automated risk models across all traded asset classes, including equities, credit, options, and futures, as well as at the portfolio level
Design stress-test experiments and present results to senior research team members to broaden our risk considerations across various markets
Partner with the Strategy, Execution, and Capital Allocation teams to develop and implement enhanced risk policies and ensure optimal risk management
Collaborate with providers on macro market risk considerations, efficient margin policies, and counterparty exposure
Present risk metrics and escalations to senior management and the investment committee to support timely decisions on shifting risk dynamics
Bachelor's, Master's, or Ph.D. degree in Mathematics, Statistical Modeling, Computer Science, or another related STEM field
5+ years of experience in portfolio risk management, with exposure to cross-asset portfolios
Prior experience at a quantitative hedge fund, bank, or multi-manager platform (preferred)
Strong quantitative skills with exceptional attention to detail
Proficiency in Python
Benefits
Competitive salary plus bonus based on individual and company performance
Collaborative, Casual, and friendly work environment
PPO Health, dental and vision insurance premiums fully covered for you and your dependents
Pre-tax commuter benefits
Weekly company meals
Trexquant is an Equal Opportunity Employer
#J-18808-Ljbffr
$111k-157k yearly est. 3d ago
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Global Markets Munis Summer Analyst - NYC (Mentorship)
Mercy College 4.2
Risk analyst job in Dobbs Ferry, NY
A leading global financial institution is seeking candidates for their 2027 Global Markets Summer Analyst Program focused on municipal finance. The program offers immersive training with experienced professionals in a fast-paced environment. Analysts will provide analytical support, prepare proposals, and gain exposure to municipal securities. Ideal candidates are pursuing a 4-year degree and have strong analytical, communication, and interpersonal skills. The position is located in New York City with competitive pay.
#J-18808-Ljbffr
$65k-79k yearly est. 5d ago
Manager, Risk Management
GXO Logistics
Risk analyst job in Greenwich, CT
Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at work and the resources to build a career you can be proud of.
GXO Logistics is looking for a highly skilled professional who drives changes and delivers results. As the Manager, Risk Management, you'll oversee the development and implementation of operational risk improvement initiatives, insurance renewal strategies, and global risk management programs. You'll be responsible for actively managing claims and oversight of claim payment authorization as well as responsibility for preparation of the annual insurance budget. This role is critical in positioning GXO for long-term success.
Pay, benefits and more.
We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental and vision), 401(k), life insurance, disability and the opportunity to participate in a company incentive plan.
What you'll do on a typical day:
Collect, develop and research underwriting and exposure information gathering process. This will require interface with various internal departments (Finance, Safety, Legal, Human Resources and Business Units) as well as our insurance brokers, carriers, TPA's and actuaries.
Assist Senior Director in identifying, assessing and controlling the company's risks, analyzing products offered by the marketplace, and developing/implementing insurance renewal strategy.
Participate in renewal negotiations with brokers and underwriters and verify and administer insurance policies.
Actively manage claims as required and provide management and oversight of claims payment authorization and reconciliation of invoices.
Manage insurance payment and documentation processes including compliances filings.
Prepare annual insurance budget, which includes forecasting premiums, actuarial analysis support, allocations and communicating with businesses the insurance and associated costs in a clear and efficient manner.
Work independently and as part of the team to help meet GXO Risk Management objectives, identify process efficiencies and provide internal guidance on maximizing Risk Management portal.
What you need to succeed at GXO:
At a minimum, you'll need:
Bachelor's degree in business, finance, or related field or equivalent related work or military experience.
5-8 years risk management or insurance industry experience; or other relevant finance experience.
Proficiency with Windows applications and Microsoft Office programs such as MS Project, Word, Excel and PowerPoint.
Proficiency with Risk Management Information Systems. Maintain loss data from various sources, develop monthly as well as ad-hoc reports.
Strong project management skills, driving results among multi-functional teams.
It'd be great if you also:
Identify opportunities to increase accuracy and optimize resources and make recommendations.
Have solid aptitude for understanding and analyzing large amounts of data from multiple sources.
Produce unambiguous, comprehensive and accurate interpretations of insurance function data.
We engineer faster, smarter, leaner supply chains.
GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work.
We are proud to be an Equal Opportunity employer including Disabled/Veterans.
GXO adheres to CDC, OSHA and state and local requirements regarding COVID safety. All employees and visitors are expected to comply with GXO policies which are in place to safeguard our employees and customers.
All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement here.
$101k-144k yearly est. 11h ago
Investment Analyst
Consult Energy Inc.
Risk analyst job in Stamford, CT
Investment Analyst / Associate (Solar & Infrastructure)
An established owner and operator of commercial solar assets is looking to hire an Investment Analyst or Associate into its investment and finance team.
This is a hands-on role supporting the acquisition and development of distributed generation solar projects.
You'll work across underwriting, due diligence, and transaction execution, with exposure to the full lifecycle of real assets.
The role:
Financial modelling and investment analysis
Supporting project and portfolio acquisitions
Commercial and transaction support across PPAs, leases, and purchase agreements
Coordinating with engineering, legal, construction, and finance teams
Supporting incentive capture and regulatory processes
What we're looking for
Strong academic background with solid financial modelling skills
Experience or interest in infrastructure, energy, or real assets
Detail-oriented, organised, and comfortable handling multiple workstreams
Clear communicator with a proactive mindset
A strong opportunity for someone looking to build a career in energy investing with real responsibility from day one.
$82k-140k yearly est. 3d ago
EpicCare Ambulatory Analyst
Medisys Health Network 3.7
Risk analyst job in Hicksville, NY
This position is a full-time/salaried on-site opportunity based in Hicksville, Long Island.
The EPIC System Analyst is responsible for design, build, testing, validation, and ongoing support of EpicCare Ambulatory applications. Perform basic analysis of the daily use and administration of assigned IT system(s). Work closely with Operational counterparts to ensure delivery of expected outcomes. Provide expert and creative solutions to end-user requirements and problems. Test and troubleshoot existing and proposed assigned system(s). Generate reports as requested, including writing specifications for custom reports. Provide support and troubleshooting to end users. Document end-user issues and recommend steps to prevent recurrences. Work collaboratively with other EPIC applications and the Training Team to provide positive outcomes for our end users.
Education:
• Bachelor's degree preferred, or equivalent experience.
Experience:
§ Requires at least 1+ years of related experience:
Ambulatory proficiency/certification required
MyChart experience a +
Ambulatory orders/order transmittal build knowledge a +
Knowledge and Skills:
• Possess clinical application knowledge and experience
• Positive attitude, detail oriented, self-motivated, critical thinker
• Ability to troubleshoot basic application issues and provide solutions from an existing knowledge base
• Basic presentation skills
• Ability to interact and develop relationships with intra-departmental teams
• Effectively communicate in both oral and written form to a widely diverse audience
• Requires basic understanding of healthcare terminology, clinical application configuration and/or workflows and related technologies
• Requires basic skills using Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Ability to complete work assignments in a timely manner as assigned by supervisor with minimal oversight
• Excellent customer service skills
• Ability to multi-task effectively in a rapidly changing environment
$62k-94k yearly est. 1d ago
Employee Benefits Underwriter/Financial Analyst
Martin Grant Associates, Inc.
Risk analyst job in Syosset, NY
A well-established and rapidly growing insurance brokerage is seeking an Employee Benefits Underwriter / Financial Analyst to support the analysis and placement of group medical, dental, life, and ancillary coverages. This role is ideal for someone with a strong analytical background who thrives in a collaborative and fast-paced client service environment.
Prior experience in employee benefits underwriting or analytics is preferred.
The Job:
Analyze client healthcare and benefits plan performance data
Conduct plan modeling and forecasting to support client renewals and marketing
Build and evaluate financial exhibits and benchmark reports for employer groups
Assist in developing alternative funding strategies and plan design recommendations
Prepare and present client-ready deliverables, including renewal strategies and market comparisons
Collaborate with account managers, producers, and carrier partners to meet client needs
The Company:
National Scope: A top-tier brokerage platform with expansive market access and in-house expertise
Client-Centered Mission: Known for delivering tailored solutions and long-term client relationships
Growth & Development: Opportunities to expand your knowledge, gain exposure to diverse markets, and grow your career
Entrepreneurial Spirit: Fast-paced, acquisition-driven environment where innovation is encouraged
Comprehensive Benefits: Competitive salary, full benefits package, and advancement potential within a rapidly scaling firm
If interested, apply and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.
$66k-103k yearly est. 1d ago
Risk Manager - Loss Control Specialist
Brown & Brown 4.6
Risk analyst job in Somers, NY
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. We are seeking a Risk Manager Loss Control Specialist to join our Commercial Lines team in Somers, NY! T his will start as in-office with the ability for hybrid.
This individual will act as the main point of contact for renewal strategy and client contacts, in our large accounts division. We will rely on you to communicate clients' needs to customer service representatives as well as reporting needs to Producers. You will have the exciting opportunity to manage and retain an existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth.
WHAT YOU'LL DO:
Work closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients.
Spend approximately 50-60% of the time outside with customers and new business opportunities.
Follow-up to address customer needs and resolve any problems or issues.
Ensure proper resources from within the organization are involved with the customer and introduce new products through the other core business groups, where appropriate.
Develop service plan and timeline for each client. Implement and monitor service plan.
Work with CSR to determine best markets and marketing strategy for customer's coverage and pricing.
Aid CSR in negotiating best premium and coverage for customer.
Direct CSR in determining best format for renewal process and make sure CSR is acting in a timely manner.
Document sales and prospecting information into the sales management database.
Encourage and motivate team members to achieve or exceed agency standards.
Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer's requests/requirements.
Present proposal to customer, ensuring appropriate team members and resources are represented/attend.
Promote teamwork and commitment to department/agency goals.
Participate in special projects as requested.
Remain current on industry trends and information, new product development, legislation, coverages and technology.
WHAT YOU'LL NEED:
Bachelor's Degree, or an equivalent combination of education and experience may be considered
5+ years' commercial insurance experience
Active Property & Casualty Brokers License.
Acceptable results of a Motor Vehicle Record and maintenance of minimum acceptable insurance coverages
Proficiency in Microsoft Office 365
Exceptional customer service and interpersonal skills
WHAT WE OFFER:
Base salary + incentive compensation structure
Unlimited earning potential
Excellent growth and advancement opportunities
Discretionary Time Off (DTO)
Generous benefits package: health, dental, vision, 401(k), etc.
Employee Stock Purchase Plan
Target Pay
This position will have an annual pay range of $90 - 100k plus potential incentive
Pay Range
$90,000 - $100,000 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly
rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
The Power to Be Yourself
We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
$90k-100k yearly 1d ago
Treasury Analyst
Atlantic Group 4.3
Risk analyst job in Stamford, CT
This role supports daily treasury and operational activities related to cash, margin, and settlement processes. The position works closely with internal teams and external counterparties to ensure accurate cash movement, reconciliation, and reporting across multiple financial products.
Primary Responsibilities
Execute daily cash movements related to margin requirements and transaction settlements
Monitor cash balances and liquidity needs, including short-term forecasting and funding activity
Review margin activity, investigate differences, and coordinate resolution of discrepancies
Reconcile cash, trades, and positions across internal systems and third-party service providers
Validate transaction details to ensure accuracy of bookings, valuations, and pricing inputs
Assess currency exposures and support execution of foreign exchange activity as needed
Contribute to the maintenance and improvement of treasury tools, workflows, and controls
Prepare operational summaries and reporting for internal stakeholders
Support process improvement initiatives and respond to time-sensitive requests
Remain current on market practices, operational standards, and industry developments
Required Qualifications
Bachelor's degree in Finance, Business, or a related discipline
2-3 years of experience in treasury operations or cash management operations
General understanding of margining, collateral processes, and financing structures
Knowledge of cash management procedures and operational risk controls
Experience with electronic payments, wire processing, and banking platforms
Exposure to derivatives, foreign exchange, equities, and fixed income products
Strong attention to detail with the ability to manage multiple priorities under deadlines
Effective written and verbal communication skills
Advanced proficiency in Microsoft Excel and standard office applications
ID:
47596
$59k-80k yearly est. 1d ago
Associate Analyst, SEM Operations
Booking Holdings 4.8
Risk analyst job in Norwalk, CT
This role is eligible for our hybrid work model: 2 days in-office
Associate Analyst, SEM Operations
We're a data-driven organization, which makes our performance marketing team the brains of our operation. On the cutting edge of customer and business analytics, they make sure all our decisions and innovations are based on the latest insights. We are constantly testing new and innovative campaign ideas beyond the typical engine best practices.
Why this job's a big deal:
As an Associate SEM Analyst, you'll play a key role in driving growth through paid search and performance marketing. You'll manage large-scale search campaigns across platforms like Google Ads and Microsoft Advertising, optimizing spend and performance through rigorous analysis and testing. Your work will directly impact customer acquisition, retention, and profitability-helping us stay competitive in a fast-paced, data-driven marketplace.
In this role you will get to:
Execute, monitor, and optimize SEM campaigns across Google, Bing, and other search platforms to achieve KPIs related to ROI, conversion rate, and cost efficiency.
Perform keyword research, audience segmentation, and bid strategy optimization to improve reach and quality of traffic.
Collaborate with data science and analytics teams to develop dashboards, reports, and performance models that track campaign performance and identify optimization opportunities.
Conduct A/B and multivariate tests to refine ad copy, landing pages, and bidding strategies.
Partner with creative, product, and analytics teams to ensure campaigns align with broader marketing and brand strategies.
Analyze competitor activity, market trends, and search landscape changes to inform ongoing campaign strategy.
Manage budgets, pacing, and forecasting to ensure spend is optimized and aligned with business goals.
Continuously explore and test automation and AI tools to drive scale and performance efficiency.
Who you are:
1-2 years of experience in SEM or performance marketing, ideally within an e-commerce, travel, or consumer-focused digital environment.
Strong knowledge of Google Ads, Microsoft Advertising, Google Analytics (GA4) Advanced proficiency in Excel/Google Sheets; experience with SQL
Experience with Python, or Tableau is a plus
Proven analytical and quantitative skills-comfortable using data to make decisions, measure results, and identify new opportunities.
Familiar with conversion tracking, attribution modeling, and campaign optimization techniques.
Strong attention to detail, with the ability to manage multiple campaigns and deadlines simultaneously.
Excellent communicator who can clearly present findings and recommendations to both technical and non-technical stakeholders.
Illustrated history of living the values necessary to Priceline: Customer, Innovation, Team, Accountability and Trust.
The Right Results, the Right Way is not just a motto at Priceline; it's a way of life. Unquestionable integrity and ethics is essential.
There are a variety of factors that go into determining a salary range, including but not limited to external market benchmark data, geographic location, and years of experience sought/required. In addition to a competitive base salary, certain roles may be eligible for an annual bonus and/or equity grant.
The salary range for this position is $70,000- $90,000 USD.
#LI-VM1
#LI-Hybrid
Who we are WE ARE PRICELINE.
Our success as one of the biggest players in online travel is all thanks to our incredible, dedicated team of talented employees. Priceliners are focused on being the best travel deal makers in the world, motivated by our passion to help everyone experience the moments that matter most in their lives. Whether it's a dream vacation, your cousin's graduation, or your best friend's wedding - we make travel affordable and accessible to our customers.
Our culture is unique and inspiring (that's what our employees tell us). We're a grown-up, startup. We deliver the excitement of a new venture, without the struggles and chaos that can come with a business that hasn't stabilized.
We're on the cutting edge of innovative technologies. We keep the customer at the center of all that we do. Our ability to meet their needs relies on the strength of a workforce as diverse as the customers we serve. We bring together employees from all walks of life and we are proud to provide the kind of inclusive environment that stimulates innovation, creativity and collaboration.
Priceline is part of the Booking Holdings, Inc. (Nasdaq: BKNG) family of companies, a highly profitable global online travel company with a market capitalization of over $80 billion. Our sister companies include Booking.com, BookingGo, Agoda, Kayak and OpenTable.
If you want to be part of something truly special, check us out!
Flexible work at Priceline
Priceline is following a hybrid working model, which includes two days onsite as determined by you and your manager (ideally selecting among Tuesday, Wednesday, or Thursday). On the remaining days, you can choose to be remote or in the office.
Inclusion is a Big Deal !
To be the best travel dealmakers in the world, we believe our team should reflect the broad range of customers and communities we serve. We are committed to cultivating a culture where all employees have the freedom to bring their individual perspectives, life experiences, and passion to work.
Priceline is a proud equal opportunity employer. We embrace and celebrate the unique lenses through which our employees see the world. We'd love for you to join us and help shape what makes our team extraordinary.
Applying for this position
We're excited that you are interested in a career with us. For all current employees, please use the internal portal to find jobs and apply.
External candidates are required to have an account before applying. When you click Apply, returning candidates can log in, or new candidates can quickly create an account to save/view applications.
$70k-90k yearly Auto-Apply 60d+ ago
Analyst, Alternative Investments, Operations & Reporting
Newedge Capital Group 4.3
Risk analyst job in Stamford, CT
This role encompasses operations, administration, onboarding and reporting on alternative investments across NewEdge Investment Solutions and supporting our Family Office Group. This role encompasses ensuring smooth onboarding of new advisor teams, streamlined investment execution, and excellent advisor and client experience across the entire investment lifecycle.
Location:
New York City, NY or Stamford, CT
Duties/Responsibilities:
Support operational processes for onboarding new advisor teams including transition documentation for funds and custodians
Assist in investment process of alternative investments including subscription documents, investor setup, KYC/AML workflows and custodian coordination
Track and oversee investment records and resources ensuring accurate posting and reporting across internal reporting systems and alternative investment databases
Assist advisors with ongoing maintenance of investments including client updates and redemption
Communicate with fund managers, administrators, custodians and internal teams to update information and resolve data or documentation issues
Support the development of materials for client reviews
Skills & Qualifications:
Bachelor's degree required
2-5 years of relevant experience, preferably within private markets, family office, fund of funds or institutional allocator environment
Knowledge of private markets including individual asset classes/strategies
Strong written and analytical
Strong interpersonal and communication skills
Excellent organizational skills and attention to detail
Proficiency with Excel, PowerPoint and portfolio analytics tools
Salary:
$100,000 - $150,000 annually, based on experience.
$100k-150k yearly 39d ago
Market Risk Analyst - NYC/Armonk
Swiss Re 4.8
Risk analyst job in Armonk, NY
Are you passionate about financial markets and risk management? Join the insurance world in a non-standard insurance role! About the Role: As a Market RiskAnalyst, you'll play an important role in safeguarding our investment portfolio across global markets. You'll analyze market trends, identify emerging risks, and collaborate with investment professionals to ensure our portfolio remains resilient in changing market conditions.
Key Responsibilities:
* Provide comprehensive market risk oversight across Swiss Re's Strategic Asset Allocation portfolio with exposures spanning public and private credit, equity, and real estate markets
* Conduct in-depth market risk analysis by monitoring trends, performing stand-alone, thematic and cross-asset analyses with focus on potential impact and drivers of risk
* Develop analytical frameworks to assess investment theses and their alignment with Group risk tolerance
* Collaborate closely with global Market Risk Management teams to deliver high-quality analytical work and provide enhanced risk insights
* Support portfolio oversight and accumulation control for all public and private investments outside of ALM
* Communicate findings effectively to stakeholders across the organization
About the Team:
The MRM Credit & Equities team plays a fundamental role for Solvency & Financial Risk Management with respect to the Group's Financial Market risk-taking activities. We manage portfolio oversight and accumulation control for all public and private investments outside of ALM; with significant investments in credit, real estate and equity markets managed by Asset Management globally.Team members are located in New York and Zurich and work in a synchronized manner, often to tight deadlines. As a Market RiskAnalyst you will have the opportunity to work with other risk managers assessing Asset Management's investment theses as part of its overall portfolio and the effect on Group risk tolerance. The role offers the opportunity to join a team which plays a crucial role in financial market risk management, in an open and collaborative global reinsurance company.
About You:
You're an analytical thinker with a passion for financial markets and risk management. You thrive in collaborative environments, can communicate complex concepts clearly, and enjoy the challenge of working with diverse investment strategies. You're detail-oriented yet can see the big picture, allowing you to identify risks that others might miss.
We are looking for candidates who meet these requirements:
* Good academic track record in Engineering, Finance or Mathematics
* Solid technical skills with proven programming experience (advanced data wrangling and integration, estimation and simulation techniques) in at least one scripting language (preferably R)2-3 years' experience in financial markets or risk management, with a deep understanding of financial products (fixed income, equities and derivatives)
* Self-motivated with initiative to implement measures in a goal-oriented manner
* Comfort with working under pressure and adapting to changing priorities
* Experience working in global, cross-functional teams
* Good communication and organizational skills with ability to handle multiple priorities and meet deadlines
Nice to have:
* Professional qualifications (CFA, FRM) or progress toward these certifications
For New York (NYC and Armonk), the base salary range for this position is between $100,000 and $150,000 for a full-time role.
Our company has a hybrid work model where the expectation is that you will be in the office at least three days per week.
The specific salary offered for any given role will take into account a number of factors including but not limited to job location, scope of role, qualifications, complexity/specialization/scarcity of talent, experience, education, and employer budget. At Swiss Re, we take a "total compensation approach" when making compensation decisions. This means that we consider all components of compensation in their totality (such as base pay, short-and long-term incentives, and benefits offered), in setting individual compensation.
About Swiss Re
Swiss Re is one of the world's leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 14,000 employees across the world.
Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. We embrace a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability.
If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience.
Keywords:
Reference Code: 136618
Nearest Major Market: White Plains
Nearest Secondary Market: New York City
Job Segment: Risk Management, Equity, CFA, Finance
$100k-150k yearly 3d ago
Risk Analyst
Payarc LLC
Risk analyst job in Greenwich, CT
We are a technology-driven company. We built our business with the purpose of empowering people and improving their organizations, one payment at a time.
We started our journey by providing smart and simple payment processing tools and products but haven't stopped there. We are backed by a team of world-class experts and the best technology talent, and we are committed to helping more new businesses get started, increase the revenues of our customers, and bridge the gap between online merchants and payment solutions.
Our mission is to give companies the tools they need to change the future of their business.
Job Summary
RiskAnalyst is responsible to review and analyze financials and credit of merchant accounts, merchant financial and activity risk, compliance with law and association rules and other operational duties in the normal course of merchant acquiring business.
Daily tasks will include ongoing monitoring of Payarc's merchant portfolio for fraud and credit risk exposure across all supported platforms and related tools by utilizing sound judgment and strong risk mitigation strategies.
Requirements
Responsibilities and Duties
Responsible for the daily, weekly and monthly exception monitoring of Merchant Acquiring Accounts
Individual is responsible for financial analysis of prospective merchant accounts in accordance with the Merchant Services Policy and Card Brand regulations
Developing mitigation strategies and collateral structures to mitigate risk
Periodically review existing merchants to ensure compliance with Financial Guidelines and risk standards
Works closely with risk staff, underwriters, and client liaisons to manage risk perceptions on accounts, communicate information obtained about activity and facilitate resolutions
Communicate merchant account changes decisions effectively in both verbal and written communication
Responsible for establishing and maintaining relationships with assigned clients
Providing ongoing education and guidance to clients regarding risk mitigation strategies
Provide operational assistance as needed with changes in customer's limits, merchant accounts changes and terminations
Collaborate with various departments throughout the organization to improve the quality of tasks and procedures
Adhere to Payarc's compliance procedures and internal/operational risk controls in accordance with any applicable bank or card brand regulatory standard, requirements, and policies.
Ensures Payarc's internal controls are documented appropriately and effectively.
Identify and trace any suspicious activities or high-risk transactions
Analyze credit and financial statements
Credit authority of $75,000
Other duties as assigned
Skills/Competencies
Detail oriented and must have the ability to prioritize all tasks appropriately
Sense of ownership and pride in your performance and its impact on company's success
Team player
Strong technical aptitude and willingness to learn
Strong interpersonal skills for interacting effectively with key internal and external contacts
Excellent analytical skills, strong attention to detail
Judgement and resourcefulness to solve problems independently
Able to make real-time decisions
Qualifications/Experience Required
6+ months of relevant experience
Risk mitigation experience preferred
Experience underwriting merchant services accounts preferred
Advanced computer skills and proficient in Microsoft Office
Possess knowledge of the acquiring business with respect to industry trends, business risk factors, merchant signing requirements and other operational procedures associated with booking merchants
Bachelor's degree preferred
Payarc LLC is an Equal Opportunity Employer
PM22
Salary Description Starting at $65,000
$65k yearly 15d ago
Sr Risk Analyst
EPSG 3.3
Risk analyst job in Melville, NY
Senior RiskAnalyst
Department: Risk Management
Job Function: Operations Employment Type: Full-time Seniority Level: Entry
Looking for a fulfilling career that encompasses the dynamic world of payments? Join us at Echelon Payments! We are the leading provider of integrated payment solutions and the destination for aspiring professionals like you to make payments the first and last stop in your career.
We are seeking a Sr. RiskAnalyst to join our growing team. This role will report to the Sr. Director of Risk and will be responsible for the risk mitigation of newly submitted merchant applications as well as our current portfolio or merchant accounts. The role is based out of Melville, NY.
Here's what it would look like to choose Echelon Payments:
BENEFITS FOR YOU
Comprehensive benefits, including medical, vision, and dental.
Paid time off
401K with company match
Opportunity for growth
Paid holidays
Employee Assistance Program
YOUR KEY RESPONSIBILITIES
Risk Assessment & Analysis:Identifyand evaluatemanytypesof risk, including financial, operational,and regulatory risks. Conduct regular risk assessments to understand potential impacts on the business.
Data Analysis & Reporting: Analyze complex data sets, trends, and key performance indicators to provide insights into risk exposure. Prepare detailed risk reports and recommendations for senior management.
Risk Mitigation: Collaborate with internal teams to design, implement, andmonitorrisk mitigation strategies and ensure compliance with risk management policies and procedures.
Risk Monitoring: Continuouslymonitorrisk indicators andidentifyemerging threats or changes in the risk landscape. Ensuretimelyidentification and reporting of new risks.
Internal Collaboration: Work closely with departments such as finance, operations, compliance, and legal to ensure a comprehensive approach to risk management.
Regulatory Compliance: Stay updated on industry regulations, laws, and best practices related to risk management. Ensure the company adheres to relevant regulatory frameworks.
Contribute to the development and enhancement of risk management policies, and procedures to align with industry best practices.
Conduct annual and periodic reviewsin accordance withrisk management and bank policies to ensure compliance with regulatory requirements and alignment with organizationalobjectives.
Assess andmonitorrisk exposure related to third-party vendors, including platforms such as G2 and LegitScript.
QUALITIES & QUALIFICATION WE LOOK FOR
Technical Skills:Proficiencyin risk management software, Microsoft Excel (advanced), and data analysis tools. Knowledge of statistical analysis and modeling techniques is highly desirable.
Analytical Skills: Strong ability to analyze data,identifytrends, and generate actionable insights.
Excellent attention to detail and a keen ability to assess potential risks from multiple angles.
Communication: Strong written and verbal communication skills with the ability to present complex information clearly and effectively to stakeholders.
Problem-Solving: Strong critical thinking and problem-solving abilities, with the ability to make informed decisions under pressure.
Education / Experience
Education:Bachelor's degree in finance, Economics, Business, Risk Management, or a related fieldis preferred.
Experience: Minimum of5years of experience in risk analysis or a related fieldis a plus
WHO WE ARE
Echelon Payments is a trusted leader in payment processing and merchant services, bringing together decades of expertise and experience. Guided by integrity, transparency, and commitment, we excel at seamlessly integrating cutting-edge transaction technologies into a user-friendly platform. With a comprehensive range of end-to-end payment solutions, we are dedicated to fostering the growth and success of our partners and merchants.
As a company built by sales partners, for sales partners, and merchant by merchant, we prioritize long-term relationships and aim to be the first and last stop for all payment needs.
$98k-134k yearly est. Auto-Apply 9d ago
Junior Quantitative Analytics Analyst, CCM
Carrington Mortgage Services, LLC 4.5
Risk analyst job in Greenwich, CT
Please only apply if you live near Greenwich, CT! The Junior Quantitative Analytics Analyst will be responsible for supporting the company's asset management business by using statistical methods and programming skills to process and analyze large mortgage data sets from various sources. Design portfolio-monitoring reports and modeling mortgage performances for pricing and risk applications. Daily tasks also include addressing issues emerging from a rapidly changing market environment. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, where in the company operates. The target pay for this position is $70,000 - $90,000 + Annual Bonus. Pay is based on job-related knowledge, skills, experience, and other relevant factors.
What you'll do:
* Source, process, and organize large-scale datasets related to residential assets and macroeconomic indicators.
* Collaborate with senior analysts/associates to enhance or extend proprietary modeling and analytics frameworks.
* Build, maintain, and present investor-facing and internal reports; field follow-up questions and refine analyses.
* Develop and deploy analytical tools to automate routine portfolio-management tasks.
* Coordinate with CCM teams, servicing and lending divisions, and third-party vendors to keep projects moving.
* Respond promptly and accurately to ad-hoc data and analysis requests.
* Build rapport with enterprise-wide business leaders and collaborate on strategic business initiatives.
* Perform other duties as assigned.
What you'll need:
* Bachelor's degree with a major in a quantitative field such as mathematics, physics, statistics, computer science or engineering. A graduate degree is preferred but not required.
* 1-5 years of relevant experience at an investment bank or asset manager preferred; exceptional candidates with strong quantitative or programming skills will also be considered.
* Solid statistical foundation and proficiency in Python for large-scale data analysis; experience with machine-learning techniques and modern AI applications is highly desirable.
* Working knowledge of mortgage products is a plus.
* Familiarity with big-data infrastructures and cloud-based development is a plus.
* Comfortable working in Linux and cloud environments; Git version control and SQL skills are beneficial.
* Proven ability to juggle multiple ad-hoc priorities with diligence and speed.
* Highly motivated team player, quick learner, with excellent communication and organizational skills.
* This is a hybrid schedule working in Greenwich, CT.
Our Company:
Carrington Capital Management, LLC (CCM) is an alternative asset management firm focused on control-based investing in the U.S. real estate, mortgage and fixed income markets. Through the mortgage loan servicing and property management operating affiliates, CCM is uniquely positioned to offer investment products that benefit from the operational resources and knowledge capital that flow across the Carrington platform. We provide investment strategies where our portfolio management team maintains an identifiable competitive advantage created by the firms' resources, market expertise and local property market penetration. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: carringtoncap.com.
What We Offer:
* Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
* Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
* Customized training programs to help you advance your career.
* Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
* Educational Reimbursement.
* Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs it supports through specific fundraising efforts, please visit: carringtoncf.org.
# LI-GV1
#Carrington
$85k-125k yearly est. 22d ago
Investment Analyst
GE Aerospace 4.8
Risk analyst job in Norwalk, CT
The Investment Analyst will be part of the team overseeing DB pension assets on behalf of General Electric Pension Trust. The Candidate will serve as a key member of the Absolute Return team focusing on non-directional and diversifying strategies. The Candidate will primarily be responsible for qualitative and quantitative monitoring of an existing portfolio of hedge fund investments, as well as underwriting new investment opportunities.
**Job Description**
**Responsibilities**
+ Act as a "generalist" on the team performing manager research and due diligence across a variety of hedge fund strategies.
+ Analyze underlying manager performance and assess performance relative to benchmarks, peers, and stated objectives.
+ Conduct regular one-on-one manager update meetings to monitor portfolio positioning, themes, and risk exposures.
+ Lead initial due diligence on potential investment opportunities and present manager recommendations.
+ Analyze overall portfolio performance and support prospective manager allocation changes.
**Qualifications/Requirements**
+ A Bachelor's Degree or equivalent (4+) years of role related experience.
+ 3-5 years of manager research experience with a background in alternative investments, preferably absolute return-oriented strategies.
+ Strong understanding of the hedge fund industry and familiarity with various hedge fund strategies.
+ Experience and demonstrated ability to quantitatively evaluate investment managers.
+ Prioritizes attention to detail and holds strong written and verbal communication skills.
+ Familiarity with corporate pension investing and portable alpha investment strategies.
+ Ability to travel as required for initial and ongoing investment due diligence purposes.
+ Proficient user of eVestment, Bloomberg, FactSet, TS Venn, and Arcana.
+ Must be willing to work in-office in Norwalk, CT.
+ Preference for CFA, CAIA, and/or FRM charterholders/candidates.
**Additional Information**
GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
**Relocation Assistance Provided:** No
GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
$93k-133k yearly est. 60d+ ago
Quantitative Analyst
Statkraft Energias Renovaveis Sa
Risk analyst job in Stamford, CT
Statkraft US LLC ) Full time , 40 hours per week, Monday-Friday Domestic travel may be required up to 5%. International travel may be required up to 5%. Why Statkraft? Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. Because in the fight against climate change, we don't see renewable energy as part of the solution - we believe it must be the solution. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
But there's more work to be done - that's why we need you to join us!
Working in Proprietary Trading
Statkraft trades energy products in more than 20 countries and is active on 13 energy exchanges. Proprietary trading takes place mainly from trading rooms in Oslo, Düsseldorf, London and the Unites States. Statkraft trades power, natural gas, carbon certificates, dry bulk products, metals, oil and petroleum products in the global markets.
Job Description
Work as a member of the proprietary trading business to serve the micro-structure of the power, natural gas, and other energy-related markets in North America by applying mathematical, statistical, and machine learning techniques to address practical issues in finance.
Apply financial analytical skills to structure complex problems, model power markets, and make profitable trading decisions.
Execute quantitative trade strategies to develop broader discretionary trade views.
Leverage analytical techniques to derive trade idea generation.
Apply coding, automation, and analytics capabilities to help predict portfolio positions and gain edge.
Assume ownership of risk related to development of platforms for Energy Commodities trading.
Work with and add to a data lake of timeseries with sub-hourly frequencies, textual data for various service operators in North America.
Scrape, store, clean, and analyze datasets
Qualifications
Must have a Bachelor's degree or foreign equivalent in Finance, Financial Engineering, Engineering, Computer Science, Mathematics, Statistics, or a related field, and 5 years of post-bachelor's, progressive related work experience; OR a Master's degree or foreign equivalent in Finance, Financial Engineering, Engineering, Computer Science, Mathematics, Statistics, or a related field, and 1 year of related work experience.
Of the required experience, must have 1 year of experience with the following:
Using statistical methods and machine learning techniques to support trading decisions;
Applying mathematical concepts, including Linear Algebra, Probability, and Statistics;
Writing scalable code using Python, SQL, Bash scripting, and GitLab;
Utilizing Coder, Argo, or Kubernetes platforms to automate tasks and build analytics;
Developing trading strategies within the energy commodity proprietary trading environment
Statkraft will accept any suitable combination of education, training, or experience.
To Apply: Email resume to
[email protected]
and specify Job Title and Location in the subject line.
You can also apply directly on our careers website
********************************************************************************
Additional Information
What we offer
A career with Statkraft is a career filled with purpose - meaning that every employee is not just making a living, they are making a real difference to the planet, our communities, and the future. Statkraft offers competitive terms of employment and a comprehensive benefits package that supports your well-being both at work and beyond. This includes healthcare coverage, wellness programs, and a 401(k) retirement plan with company matching. We also provide a range of additional perks, such as generous paid time off, and professional development opportunities.
$86k-128k yearly est. 13h ago
Quantitative Analyst
Statkraft
Risk analyst job in Stamford, CT
Statkraft US LLC
)
Full time, 40 hours per week, Monday-Friday
Domestic travel may be required up to 5%.
International travel may be required up to 5%.
Why Statkraft?
Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. Because in the fight against climate change, we don't see renewable energy as part of the solution - we believe it must be the solution. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
But there's more work to be done - that's why we need you to join us!
Working in Proprietary Trading
Statkraft trades energy products in more than 20 countries and is active on 13 energy exchanges. Proprietary trading takes place mainly from trading rooms in Oslo, Düsseldorf, London and the Unites States. Statkraft trades power, natural gas, carbon certificates, dry bulk products, metals, oil and petroleum products in the global markets.
Job Description
Work as a member of the proprietary trading business to serve the micro-structure of the power, natural gas, and other energy-related markets in North America by applying mathematical, statistical, and machine learning techniques to address practical issues in finance.
Apply financial analytical skills to structure complex problems, model power markets, and make profitable trading decisions.
Execute quantitative trade strategies to develop broader discretionary trade views.
Leverage analytical techniques to derive trade idea generation.
Apply coding, automation, and analytics capabilities to help predict portfolio positions and gain edge.
Assume ownership of risk related to development of platforms for Energy Commodities trading.
Work with and add to a data lake of timeseries with sub-hourly frequencies, textual data for various service operators in North America.
Scrape, store, clean, and analyze datasets
Qualifications
Must have a Bachelor's degree or foreign equivalent in Finance, Financial Engineering, Engineering, Computer Science, Mathematics, Statistics, or a related field, and 5 years of post-bachelor's, progressive related work experience; OR a Master's degree or foreign equivalent in Finance, Financial Engineering, Engineering, Computer Science, Mathematics, Statistics, or a related field, and 1 year of related work experience.
Of the required experience, must have 1 year of experience with the following:
Using statistical methods and machine learning techniques to support trading decisions;
Applying mathematical concepts, including Linear Algebra, Probability, and Statistics;
Writing scalable code using Python, SQL, Bash scripting, and GitLab;
Utilizing Coder, Argo, or Kubernetes platforms to automate tasks and build analytics;
Developing trading strategies within the energy commodity proprietary trading environment
Statkraft will accept any suitable combination of education, training, or experience.
To Apply: Email resume to [email protected] and specify Job Title and Location in the subject line.
You can also apply directly on our careers website ********************************************************************************
Additional Information
What we offer
A career with Statkraft is a career filled with purpose - meaning that every employee is not just making a living, they are making a real difference to the planet, our communities, and the future. Statkraft offers competitive terms of employment and a comprehensive benefits package that supports your well-being both at work and beyond. This includes healthcare coverage, wellness programs, and a 401(k) retirement plan with company matching. We also provide a range of additional perks, such as generous paid time off, and professional development opportunities.
It Starts With Our Employees
FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.
What You'll Do
The Sr. Operations RiskAnalyst - Enterprise Risk Management provides critical support to the Risk Leadership team in the development, implementation and execution of the strategy, processes and tools necessary to operationalize and enhance the Credit Unions Enterprise Risk Management (“ERM”) framework. A significant percentage of time will be spent mapping, assessing, detecting and addressing risk.
This opportunity is open to flexible work options including a hybrid or remote set up.
Core Contributions
Leverage subject matter expertise in all areas of the Credit Union to identify, manage, monitor and track risk.
Assist in the implementation and maintenance of the credit unions risk framework, supporting policies and procedures. This includes but is not limited to the implementation and maintenance of key ERM programs such as Risk Assessments, Reportable Events, New Product Approval Process, Risk Appetite, Model and Insurance Management and Key Risk Indicators.
Identify significant operational processes across the credit union for evaluation of design and controls. Update, analyze and manage risk and control library and mappings in the Credit Union's GRC system based on new/modified process, policies and procedures.
Work with management, business areas and risk counterparts to analyze, rate and mitigate significant risks by ensuring controls, standards, and processes are defined, designed, and implemented. Coordinate and facilitate risk assessments across the various business areas.
Identification, tracking, reporting and maintenance of the Credit Union's Reportable Events program by working with the business areas, 1st and 2nd line, and CUSO's to gather information from multiple data sources for root cause analysis, rating and evaluation.
Preparation of monthly, quarterly and annual reports and presentations for the Chief Legal & Risk Officer, FVP of Enterprise and Third-Party Risk Management, Enterprise Risk Management Committee, Asset Liability Management Committee and Board. In addition to supporting management within various meetings, audits, projects, reviews and initiatives.
Work with management to design and deliver educational, training or other materials to support desired organizational risk management framework and culture.
Assets You Will Bring
Bachelor's Degree in Business, Risk Management or related field experience.
4-5 years experience in a financial institution with a related area of focus (Risk Management, Audit or Compliance).
Computer Skills: Proficiency with Microsoft Excel & Visio required.
The estimated salary for this role is $40.41 to $48.50 per hour. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
Competitive 401(k)
Tuition and fitness reimbursement programs
Flexible work options
Volunteer opportunities
Executive “Water Cooler Chats”
Clubs, sports, and social events
Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Sr. Operations RiskAnalyst - Enterprise Risk Management provides critical support to the Risk Leadership team in the development, implementation and execution of the strategy, processes and tools necessary to operationalize and enhance the Credit Unions Enterprise Risk Management ("ERM") framework. A significant percentage of time will be spent mapping, assessing, detecting and addressing risk.
This opportunity is open to flexible work options including a hybrid or remote set up.
Core Contributions
* Leverage subject matter expertise in all areas of the Credit Union to identify, manage, monitor and track risk.
* Assist in the implementation and maintenance of the credit unions risk framework, supporting policies and procedures. This includes but is not limited to the implementation and maintenance of key ERM programs such as Risk Assessments, Reportable Events, New Product Approval Process, Risk Appetite, Model and Insurance Management and Key Risk Indicators.
* Identify significant operational processes across the credit union for evaluation of design and controls. Update, analyze and manage risk and control library and mappings in the Credit Union's GRC system based on new/modified process, policies and procedures.
* Work with management, business areas and risk counterparts to analyze, rate and mitigate significant risks by ensuring controls, standards, and processes are defined, designed, and implemented. Coordinate and facilitate risk assessments across the various business areas.
* Identification, tracking, reporting and maintenance of the Credit Union's Reportable Events program by working with the business areas, 1st and 2nd line, and CUSO's to gather information from multiple data sources for root cause analysis, rating and evaluation.
* Preparation of monthly, quarterly and annual reports and presentations for the Chief Legal & Risk Officer, FVP of Enterprise and Third-Party Risk Management, Enterprise Risk Management Committee, Asset Liability Management Committee and Board. In addition to supporting management within various meetings, audits, projects, reviews and initiatives.
* Work with management to design and deliver educational, training or other materials to support desired organizational risk management framework and culture.
Assets You Will Bring
* Bachelor's Degree in Business, Risk Management or related field experience.
* 4-5 years experience in a financial institution with a related area of focus (Risk Management, Audit or Compliance).
* Computer Skills: Proficiency with Microsoft Excel & Visio required.
The estimated salary for this role is $40.41 to $48.50 per hour. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
* Competitive 401(k)
* Tuition and fitness reimbursement programs
* Flexible work options
* Volunteer opportunities
* Executive "Water Cooler Chats"
* Clubs, sports, and social events
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
$40.4-48.5 hourly 15d ago
Portfolio Analyst
Talentlink Solutions
Risk analyst job in Hackensack, NJ
We are a Hackensack, NJ boutique financial planning and wealth management firm built around the deep relationships we have with our nearly 200 clients. Our mission is to advance our clients' interests through a diligent and proactive planning process and intentional client experience. We believe we are masters of our craft and are always looking to increase and diversify our knowledge. Our clients know us best because of the support we give them when something happens in their life; changing jobs, buying a car, or if something happens to their loved ones. Our team has been together for years and we function as one unit, fully supporting each other and our clients cohesively. We believe our internal dynamic is the secret sauce because it's seamless for clients. In addition to our collaborative environment, we support professional development, innovation, and a shared sense of purpose.
The Portfolio Analyst will play a pivotal role within our organization, supporting the investment research and investment operations. As a key member of our collaborative team, you will assist the team with fulfilling clients' needs and objectives through astute investment decisions and meticulous asset allocation processes. Beyond analytical prowess, the ideal candidate will adeptly execute daily processes established by the team, implement approved strategic investment approaches, conduct thorough research, and expertly maintain and adjust firm models as directed. Comfort in engaging with the investment committee is paramount and a drive to interact with clients is appreciated. This role not only offers a path to maintain, monitor, and enhance our investment process, but after learning our approaches, values, and styles, it also serves as a springboard for professional growth.
Responsibilities & Activities
Prepare portfolio research reports at the request of the investment committee
Allocate aggregated trades across accounts as directed
Aid in monitoring to ensure portfolios stay within tolerance bands
Work in conjunction with the Portfolio Manager to rebalance accounts into portfolio models
Act as liaison between the firm and various companies to identify share class eligibility
Serve as a member of the Investment Management Committee
During tax season, assist with harvesting gains and losses for tax efficiency
Work with team to ensure fair execution and trade review for compliance
Coordinate with senior team members to produce, analyze and oversee the production of quarterly performance reports, as well as troubleshoot and report data inaccuracies and enact solutions
Database management, including coding accounts, fee schedules, securities, and portfolio models
Assist with evaluation of potential alternative investments and maintain knowledge of the firm's current alternative holdings
Educate clients as needed, providing ongoing communication and guidance on portfolio performance and market developments
Stay informed of market trends, economic indicators, and regulatory changes that may impact investment decisions
Collaborate with team and provide recommendations on how to implement new capabilities within our platforms
Other special projects to support firm-wide process improvement and capabilities
Knowledge, Skills, & Abilities
3+ years of experience in a financial services firm is preferred
Variety of experience across asset classes is highly preferred
Familiar with iRebal, YCharts, Morningstar, Schwab, Wealthbox and other industry-specific platforms preferred
CFA designation is not required for this role; desire to obtain in the future would be supported
Series 65 (within 6 months of hire)
:
A bachelor's degree
1+ years investment analysis experience
Organizational and prioritization skills
Technological skills, as most duties are performed on various software platforms
Work well within supporting team environment
Attention to detail
How much does a risk analyst earn in White Plains, NY?
The average risk analyst in White Plains, NY earns between $68,000 and $133,000 annually. This compares to the national average risk analyst range of $59,000 to $112,000.
Average risk analyst salary in White Plains, NY
$96,000
What are the biggest employers of Risk Analysts in White Plains, NY?
The biggest employers of Risk Analysts in White Plains, NY are: