Workday Payroll Consultant
New York, NY jobs
Senior Workday Payroll Consultant - 9-12 Month Contract
Hale International is partnering with a large manufacturing organization to support the implementation of Workday Payroll across a complex, unionised environment. We are looking for an experienced Senior Workday Payroll Consultant to play a key role in the delivery of this programme, supporting a payroll population of approximately 15,000 employees across multiple U.S. states and select international locations.
This role will cover the full lifecycle of the implementation, from design and requirements gathering through testing, go-live, and post-production stabilization and optimisation.
Key Responsibilities:
Lead the configuration and delivery of Workday Payroll across a large, multi-entity manufacturing workforce.
Support weekly, bi-weekly, semi-monthly, monthly, and off-cycle payroll runs.
Gather detailed business and payroll requirements by working directly with Payroll, HR, Finance, Compliance, and Union stakeholders.
Provide expert guidance on Workday Payroll best practices, tailored to a unionised manufacturing environment including shift work, overtime, premiums, and complex pay rules.
Configure and support multi-state payroll processing and compliance, with a focus on California, Oregon, Washington DC, and Virginia.
Support aspects of global payroll for Canada, France, and the UK.
Lead testing across all phases, including UAT, Parallel Payroll, and full end-to-end testing.
Work closely with technical teams to resolve payroll, integration, and data issues.
Support payroll data migration and validation, including balances and year-to-date figures.
Provide hands-on support during post-go-live stabilization, followed by optimisation and enhancement activities.
Partner with Time Tracking, Absence, Benefits, and Finance teams to ensure full end-to-end payroll integration.
Support knowledge transfer and help establish strong operational processes for the business.
Required Experience:
5+ years of Workday Payroll experience, including at least one full end-to-end implementation.
Strong background delivering payroll solutions within manufacturing or similarly regulated environments.
Proven experience supporting unionised payroll populations.
Hands-on experience with multiple payroll frequencies (weekly, bi-weekly, semi-monthly, monthly, and off-cycle).
Strong knowledge of multi-state payroll compliance, particularly CA, OR, DC, and VA.
Exposure to global payroll operations (Canada, France, and the UK) highly desirable.
Demonstrated experience leading UAT, Parallel, and End-to-End payroll testing.
Confident working directly with senior stakeholders on requirements gathering and solution design.
Strong reporting, reconciliation, and audit support experience.
Excellent communication skills and the ability to work in fast-paced, large programme environments.
This is an excellent opportunity to take a lead role on a large-scale Workday Payroll implementation within a complex, unionised manufacturing business, with additional exposure to global payroll operations.
Closing Consultant
Richmond, VA jobs
CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a
client-centric philosophy.
This is a high growth role that we actively promote into operations and sales opportunities within 18 months.
In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing.
Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter.
You will
In your first 30 days, you will:
Secure an NMLS license (we'll sponsor it!)
Become a subject matter expert on lending
Complete our introductory Consultative Sales training course
In your first 90 days, you will:
Act as a trusted advisor and advocate for our clients as they prepare for closing
Work collaboratively with others to ensure accuracy and efficiency at each step of the way
Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching
Complete a self-assessment to build a blueprint for career progression at CapCenter
You are
A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems.
A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively.
Self-aware: you're looking for an opportunity to develop your strengths and weaknesses
Driven to help others: you want to do good
Ambitious: you want to do well
A college graduate with a bachelor's degree
We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems.
You'll get
NMLS Certification
Competitive salary, variable pay & annual bonus
401k (with matching!), health, dental, & vision
Training to learn the home-ownership experience back to front.
To participate in cross-functional collaboration that fosters lateral and vertical career growth
The opportunity to help people through one of the most stressful and important transactions of their lives.
Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.
Competitive Research Consultant - Life Insurance
Springfield, MA jobs
The Opportunity
As a Competitive Research Consultant you will build and manage product intelligence to guide senior stakeholders in making strategic and tactical decisions. In this highly visible role, you will proactively analyze competitor activity and market trends-both current and emerging-that impact MassMutual's life insurance products. You will also develop tools and insights to support wholesalers across all distribution channels, ensuring alignment with MassMutual's sales objectives.
The Team
The Life Product and Innovation team drives MassMutual's competitive edge by blending market intelligence with product innovation. We analyze industry trends, develop tools to empower sales, and collaborate across functions to shape strategies for life insurance and annuity products. Join a high-impact, forward-thinking team where your insights influence decisions and fuel growth
The Impact
Develop cross-functional partnerships and actively manage stakeholder expectations: Deliver the right intelligence, at the right time to the right stakeholders across Product, Marketing, Distribution and Operations; you will align to our intelligence roadmap created in partnership with these stakeholders
Industry Expertise: Continuously scan market activity for new entrants, reinsurance deals, product & filing activity, operational trends and disruptors - assess & communicate impacts with a sense of urgency
Product Expertise: Advise Product on innovative designs and identify differentiators across the MassMutual life insurance suite
Product Launch & Training Support: Support product deployment by building competitive benchmarking and sales training content; present this content to Distribution and other intermediaries
Sales enablement: Partner with Distribution & Marketing to create playbooks, battlecards, and other tools to support sales goals
Field insights: gather feedback from Distribution to identify any challenges and/or opportunities
Serve as a key contact for pre-sales inquiries: includes providing heatmaps and contract/rider differentiators
Leverage intranets to share insights and develop a process /metrics to continually improve the value of intelligence
Become an active contributor to all team publications including Weekly & Quarterly reporting
Minimum Qualifications
5+ years of experience in retail life insurance products
5+ years of working experience in a Marketing, Distribution, or Research position
3+ years of experience presenting to and collaborating with leadership at various levels
3+ years experience Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Co-Pilot)
3+ years experience with insurance illustration systems (e.g. winflex, iPipeline, Hexsure)
Completed High School Diploma, GED, or HiSET
Ideal Qualifications
Confident communicator with strong written and verbal communication skills
Self-directed and ability to work independently to drive, refine and grow our intelligence function (an “Intrapreneurial” mindset)
Strong interpersonal, communication and relationship building skills
Resourceful with strong problem-solving skills and able to find information that is not readily available from a single source
Proactively anticipates & meets stakeholder needs
Able to leverage their strong network of internal and external experts to build market insights
Willingness to travel to company meetings and industry events (20%)
What to Expect as Part of MassMutual and the Team
Regular meetings with the Life Product & Innovation team
Focused one-on-one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-JLH3
Salary Range:
$115,900-$152,100
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please
contact us
and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our
Total Rewards at a Glance.
Auto-ApplyCompetitive Research Consultant - Life Insurance
Boston, MA jobs
The Opportunity As a Competitive Research Consultant you will build and manage product intelligence to guide senior stakeholders in making strategic and tactical decisions. In this highly visible role, you will proactively analyze competitor activity and market trends-both current and emerging-that impact MassMutual's life insurance products. You will also develop tools and insights to support wholesalers across all distribution channels, ensuring alignment with MassMutual's sales objectives.
The Team
The Life Product and Innovation team drives MassMutual's competitive edge by blending market intelligence with product innovation. We analyze industry trends, develop tools to empower sales, and collaborate across functions to shape strategies for life insurance and annuity products. Join a high-impact, forward-thinking team where your insights influence decisions and fuel growth
The Impact
* Develop cross-functional partnerships and actively manage stakeholder expectations: Deliver the right intelligence, at the right time to the right stakeholders across Product, Marketing, Distribution and Operations; you will align to our intelligence roadmap created in partnership with these stakeholders
* Industry Expertise: Continuously scan market activity for new entrants, reinsurance deals, product & filing activity, operational trends and disruptors - assess & communicate impacts with a sense of urgency
* Product Expertise: Advise Product on innovative designs and identify differentiators across the MassMutual life insurance suite
* Product Launch & Training Support: Support product deployment by building competitive benchmarking and sales training content; present this content to Distribution and other intermediaries
* Sales enablement: Partner with Distribution & Marketing to create playbooks, battlecards, and other tools to support sales goals
* Field insights: gather feedback from Distribution to identify any challenges and/or opportunities
* Serve as a key contact for pre-sales inquiries: includes providing heatmaps and contract/rider differentiators
* Leverage intranets to share insights and develop a process /metrics to continually improve the value of intelligence
* Become an active contributor to all team publications including Weekly & Quarterly reporting
Minimum Qualifications
* 5+ years of experience in retail life insurance products
* 5+ years of working experience in a Marketing, Distribution, or Research position
* 3+ years of experience presenting to and collaborating with leadership at various levels
* 3+ years experience Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Co-Pilot)
* 3+ years experience with insurance illustration systems (e.g. winflex, iPipeline, Hexsure)
* Completed High School Diploma, GED, or HiSET
Ideal Qualifications
* Confident communicator with strong written and verbal communication skills
* Self-directed and ability to work independently to drive, refine and grow our intelligence function (an "Intrapreneurial" mindset)
* Strong interpersonal, communication and relationship building skills
* Resourceful with strong problem-solving skills and able to find information that is not readily available from a single source
* Proactively anticipates & meets stakeholder needs
* Able to leverage their strong network of internal and external experts to build market insights
* Willingness to travel to company meetings and industry events (20%)
What to Expect as Part of MassMutual and the Team
* Regular meetings with the Life Product & Innovation team
* Focused one-on-one meetings with your manager
* Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
* Access to learning content on Degreed and other informational platforms
* Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-JLH3
Salary Range:
$115,900-$152,100
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
Auto-ApplyConsultant, Risk Analytics Researcher
Ohio jobs
As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. Let Nationwide help create your career journey! At Nationwide , “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
Purpose:
We need a candidate who can apply machine learning and statistical techniques to catastrophe risk modeling.
This role will support research and development of predictive models using large weather datasets, geospatial information, and insurance exposure/loss data.
Additionally, this role will contribute to building hybrid modeling approaches that combine stochastic catastrophe models with machine learning/statistical methods to improve accuracy.
Core Skills & Technical Requirements:
Strong programming in R and/or for data science workflows.
Experience with machine learning algorithms such as:
Random Forests
Regression models (linear, logistic, etc.)
Mixed-effects modeling for hierarchical data structures.
Ability to work with large-scale datasets, including climate/weather and insurance data.
Geospatial data analysis experience (e.g., GIS tools, spatial joins, raster/vector data).
Solid understanding of relational databases (SQL).
Knowledge of statistical modeling and predictive analytics.
Familiarity with catastrophe modeling platforms (Verisk, RMS) is highly desirable.
Education & Experience:
Master's degree or higher in Data Science, Computer Science, Statistics, Applied Mathematics, or related field.
Demonstrated ability to conduct independent research and publish findings.
Exposure to insurance or financial risk modeling is desirable.
This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.
It is our intention to fill this role in Columbus, OH. However, on occasion, applications from internal and external candidates working remotely who bring critical industry skills and relevant experience may be considered.
Internal Compensation Grade: G5
#LI-KD1
Summary
Do you have the desire to analyze data and perform groundbreaking research to drive business outcomes? Nationwide has been using data to serve our members and drive business outcomes for almost 100 years. Our industry-leading workforce adopts an agile work environment and a collaborative culture to deliver outstanding solutions and results. Our Risk Analytics Researchers play a key role in harnessing the power of data to deliver business results. Specifically, they are responsible for modeling sophisticated problems, discovering insights and identifying business opportunities from data using a variety of techniques from mathematics, actuarial studies, statistics, data science and financial engineering.
As a Consultant, you'll work on projects associated with the design, development, and application of unique risk models. You'll need a basic understanding of broad business objectives and will work with business partners across the finance organization to develop solutions to pressing business needs. We'll count on you to be a subject matter authority in Nationwide's risks. It's imperative that you are fully proficient with basic and sophisticated mathematical, statistical and analytical techniques associated with risk modeling.
Job Description
Key Responsibilities:
Researches and implements financial engineering, data science and statistical techniques for risk management and business applications.
Completes regular testing of risk limits to provide distinct management guidance on asset allocation, risk transfer and product growth decisions.
Owns complex quantitative modeling processes and philosophies. Identifies industry standards to understand if models are working as intended.
Collaborates to ensure that consistent model assumptions, processes and outputs are well understood and that modeling standard methodologies are upheld.
Reviews and analyzes model output to identify model limitations and their impact. Provides corrective quantitative methods.
Crafts and updates model documentation for business continuity purposes.
Collaborates to develop creative solutions to business problems.
Acts as the technology owner for Risk Analytics.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Risk/Actuarial leader.
Typical Skills and Experiences:
Education: Undergraduate studies in finance, accounting, economics, statistics, mathematics or related subject area required. Graduate-level studies in a related field with advanced degree highly desirable.
License/Certification/Designation: Progress toward FCAS, FSA, CQF, CFA or similar preferred.
Experience: Typically, five or more years of related work experience in financial risk modeling or actuarial functions.
Knowledge, Abilities and Skills: Working knowledge of machine learning, stochastic processes, Monte Carlo simulations, sampling methods and other statistical techniques applicable to specialized risk modeling. Prefer mathematical knowledge of specialized risk models such as those used in hedging, economic scenario generation, catastrophe, credit risk, etc. Solid understanding of risk management operations such as asset-liability management, portfolio risk assessment, hedging, etc. Proficient written and verbal communication skills. Intermediate proficiency with Excel and common statistical software such as R, SAS, Python, or MATLAB.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner.
Values: Regularly and consistently demonstrates Nationwide Values.
Job Conditions:
Overtime Eligibility: Not Eligible (Exempt)
Working Conditions: Normal office environment.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
We currently anticipate accepting applications until 12/30/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
This position could be filled within any of the lower 48 U.S. states.Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at ************.
For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) *************************************************************
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Consultant, Risk Analytics Researcher : $115,000.00-$215,000.00The expected starting salary range for Consultant, Risk Analytics Researcher : $115,000.00 - $173,000.00
Auto-ApplyResearch Data Analyst
Boston, MA jobs
Position Overview: We are looking for a Research Data Analyst to join a high performing team focused on building and maintaining research databases used in a state-of-the-art quantitative investment process. The Analyst will be responsible for resolving data quality issues, building new data quality controls, onboarding new datasets, creating documentation, and making data access more transparent. This position offers a unique opportunity to leverage one's experience and have an impact on how data is used in the research and investment process. An ideal candidate should have strong knowledge of financial data used in multi-asset class quantitative investing and have a keen interest to think about and solve data quality issues and be adept at using various tools and technologies at their disposal to execute the job. Key Responsibilities:
Monitor incoming data to detect anomalies and remediate issues
Investigate and resolve data quality questions and concerns
Develop an expert understanding of internal databases and processes and ensure information is maintained accurately and efficiently
Become a “subject matter expert” in a variety of data categories (reference, market, fundamental, estimate, macro-economic, et al) across various asset classes including equity and fixed income
Develop a keen understanding of how data is utilized in our investment processes to help design and implement new data sets and processes
Design, implement and maintain market data contract pipeline to be align with our data processing. Validate that all data required by market data contracts is present and accurate, and ensure no unauthorized deletions occur.
Partner with investment teams to proactively address their data needs
Design and build efficient and effective controls to help resolve and identify potential data issues
Coordinate with the data engineering team to identify ways to improve our data and monitoring processes
Work with external market data vendors to bring in new data sources required by business users and support existing feeds
Create documentation to support data processing and exploration
Contribute to a rotational “on call” program to facilitate the overnight processing of data
Requirements:
Bachelor's degree, preferably in economics, statistics, computer science, math or information systems
3+ years of experience working with financial data at an asset management company or financial data provider
Experience orchestrating data pipelines and processes using Apache Airflow
Proficient using Python and SQL to maintain data quality and automate data workflows
Experience modeling data based on vendor methodologies and internal use
Experience building data quality controls and resolving data issues
Proven ability to visualize data using modern data analysis techniques
Strong attention to detail
Strong communication skills
High energy and positive attitude - candidate should be conscientious, self-directed and possess a strong work ethic
Passionate about a data focused career path
Strong interest in databases and database technologies
Plus:
Experience with data systems implemented in the cloud using Databricks, Delta Lake, Spark
Experience with Data Governance toolsets
Interest in, or experience with, Machine Learning for Anomaly Detection
GMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.
Auto-ApplyResearch Data Analyst
Boston, MA jobs
Job DescriptionPosition Overview: We are looking for a Research Data Analyst to join a high performing team focused on building and maintaining research databases used in a state-of-the-art quantitative investment process. The Analyst will be responsible for resolving data quality issues, building new data quality controls, onboarding new datasets, creating documentation, and making data access more transparent. This position offers a unique opportunity to leverage one's experience and have an impact on how data is used in the research and investment process. An ideal candidate should have strong knowledge of financial data used in multi-asset class quantitative investing and have a keen interest to think about and solve data quality issues and be adept at using various tools and technologies at their disposal to execute the job. Key Responsibilities:
Monitor incoming data to detect anomalies and remediate issues
Investigate and resolve data quality questions and concerns
Develop an expert understanding of internal databases and processes and ensure information is maintained accurately and efficiently
Become a “subject matter expert” in a variety of data categories (reference, market, fundamental, estimate, macro-economic, et al) across various asset classes including equity and fixed income
Develop a keen understanding of how data is utilized in our investment processes to help design and implement new data sets and processes
Design, implement and maintain market data contract pipeline to be align with our data processing. Validate that all data required by market data contracts is present and accurate, and ensure no unauthorized deletions occur.
Partner with investment teams to proactively address their data needs
Design and build efficient and effective controls to help resolve and identify potential data issues
Coordinate with the data engineering team to identify ways to improve our data and monitoring processes
Work with external market data vendors to bring in new data sources required by business users and support existing feeds
Create documentation to support data processing and exploration
Contribute to a rotational “on call” program to facilitate the overnight processing of data
Requirements:
Bachelor's degree, preferably in economics, statistics, computer science, math or information systems
3+ years of experience working with financial data at an asset management company or financial data provider
Experience orchestrating data pipelines and processes using Apache Airflow
Proficient using Python and SQL to maintain data quality and automate data workflows
Experience modeling data based on vendor methodologies and internal use
Experience building data quality controls and resolving data issues
Proven ability to visualize data using modern data analysis techniques
Strong attention to detail
Strong communication skills
High energy and positive attitude - candidate should be conscientious, self-directed and possess a strong work ethic
Passionate about a data focused career path
Strong interest in databases and database technologies
Plus:
Experience with data systems implemented in the cloud using Databricks, Delta Lake, Spark
Experience with Data Governance toolsets
Interest in, or experience with, Machine Learning for Anomaly Detection
This is a reasonable, good faith estimate of the current salary range for this role. GMO's salary range accounts for a wide array of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. In addition, this position is eligible for a discretionary annual bonus award, which award may be determined by individual, team, department and firm performance, and is subject to the terms of GMO's compensation plan. This position is also benefits eligible. GMO's comprehensive benefits program includes medical insurance, dental insurance, life insurance, long-term disability coverage, a 401(k)/profit-sharing retirement plan, open paid time off, leaves of absences, dependent care resources, tuition reimbursement, charitable gifts matching, flexible spending accounts, and commuter benefits.GMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.
Systemic Risk Research Consultant
Washington, MN jobs
We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find purpose and do what they love in an inclusive, collaborative, agile, and rewarding environment.
About this position
The Systemic Risk Group (RMG/SRM) at the Inter-American Development Bank (IDB) is seeking a senior research consultant to support the development of a Systemic Risk Framework for Multilateral Development Banks (MDBs). The consultant will work closely with IDB researchers to apply mathematical rigor and develop innovative quantitative methods for systemic risk measurement and management. This collaboration will culminate in a co-authored working paper on systemic risk management for MDBs, designed for both academic and policy audiences, and intended to serve as a foundation for systemic risk management at the IDB and across MDBs more broadly. The working paper may be further developed into an article for submission to a peer-reviewed journal, subject to IDB's approval.
This opportunity is particularly well suited for a Ph.D. candidate or recent Ph.D. graduate in Mathematics, Statistics, Computer Science, Systems Engineering, Risk Analytics, or related quantitative disciplines. The ideal candidate will be interested in applied research within the multilateral development finance context, motivated to produce publishable research output, and eager to gain exposure to risk management challenges at a leading international financial institution.
The Systemic Risk Group (RMG/SRM) is responsible for identifying, monitoring, assessing, and communicating financial and non-financial systemic risks that may affect the IDB's financial standing, development strategy, and operations. SRM plays an active role in safeguarding the IDB's development delivery and financial strength by providing early warnings, supporting contingency planning, and informing management actions. SRM also leads RMG's risk management research agenda and works with internal and external stakeholders to design multidimensional risk frameworks that are anticipatory, actionable, and decision useful.
What you'll do
What you will do:
* Advises on the Systemic Risk Model, a major project within the Systemic Risk Management Group, by conducting joint research with IDB staff to advance the model and applying mathematical rigor to strengthen its quantitative foundations.
* Work from the design to the implementation of the Systemic Risk Management Model.
* Work independently on complex problems in Systemic Risk by doing independent research on this topic consistently applying creativity and independent judgment.
* Conduct reviews on the quality and mathematical soundness of the Systemic Risk Management Model including developing and documenting the formal mathematical foundations of the model, working on the assumptions and mathematical proofs.
* Co-author a research paper with IDB staff that outlines the Systemic Risk Model for MDBs and provides strategic recommendations.
* Present findings and intermediate results to IDB colleagues and senior stakeholders, engaging in feedback and refinement of the model with internal and external stakeholders.
* Develop recommendations for enhanced systemic risk processes applicable to the IDB and other MDBs.
* Apply advanced data analysis and visualization techniques, including sensitivity analysis and robustness checks; support the integration of qualitative methods (interviews, surveys, expert elicitation) as needed.
What you'll need
* Education: Master's degree in Mathematics, Statistics, Systems Engineering, Computer Science, Risk Analytics, or related quantitative field from an accredited university. PhD is preferred.
* Experience: Minimum of 5 years of relevant professional experience or a combination of education and experience in applied mathematics, statistics, risk analytics, or quantitative financial risk modeling. Research experience in quantitative financial models, development finance and/or systemic risk preferred. Extensive and current knowledge of relevant analytical tools and technical functions.
* Demonstrated ability to produce rigorous academic or applied research.
* Data science and analytics skills, including data visualization, machine learning, and predictive modeling.
* Strong programming skills (Python, R, C++, SQL, or similar).
* Ability to work independently, manage deadlines, and coordinate across multiple time zones (US, Europe and Latin America); there may be possible opportunities for travel to HQ in Washington, DC.
* Languages: Proficiency in English required.
Requirements
* Citizenship:
* You are a citizen of one of our 48-member countries. We may offer assistance with relocation and visa applications for you and your eligible dependents.
* Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab.
Type of contract and duration
International consultant Part-Time, 3 months
What we offer
The IDB Group provides benefits that respond to the different needs and moments of an employee's life. These benefits include:
* A competitive compensation package-A flexible way of working. You will be evaluated by deliverable.
Our culture
At the IDB, we work so everyone brings their best and authentic selves to work while finding their purpose. Our people consistently strive for excellence, and we recognize and celebrate the impact of their contributions.
In our efforts to drive innovation, we intentionally include all voices, cultivate a sense of belonging and champion fairness. We welcome individuals from underrepresented groups to join us and share their unique perspectives.
We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job interview process. If you require an accommodation to complete this application, please email us at accommodations@iadb.org.
Research and Data Analyst - Strategic, Defense & Shareholder Advisory Team
New York, NY jobs
What is the position? Evercore seeks to hire a Research and Data Analyst for its Strategic, Defense & Shareholder Advisory Team ("SDSA") located in New York, NY. The SDSA team focuses on advising clients with respect to shareholder activism, raid defense, and related situations.
Primary Responsibilities: The Analyst will support the Head and COO of the SDSA team and will be responsible for collecting, organizing, and maintaining data on companies, clients, and interactions to support the team's day-to-day activities. This includes managing internal databases, tracking client interactions and key information, and assisting with research and data requests. The Analyst should have a proactive approach to ensure information is accurate, well-organized, and up-to-date. The Analyst will create materials for use in internal meetings and marketing initiatives. The Analyst will also be responsible for coordinating information and events involving external constituents (such as law firms and public company directors) and developing and enhancing firm networks.
Specific Qualifications: The Analyst will have strong attention to detail, clear communications style and be proactive, self-directed, creative and resourceful. We are seeking an academically accomplished candidate with the ability to multitask. This position comes with challenging work, an opportunity to work closely with senior leaders, and a demanding environment in a rapidly growing firm.
The ideal candidate will have:
* One year of professional experience
* Strong academic record
* An excellent, team-based attitude
* Strong work ethic and high energy level
* Excellent communication skills (written and verbal)
* Proficient in Microsoft Office, specifically PowerPoint and Excel
* Exceptional attention to detail
* Calm under pressure with a demonstrated track record of successfully managing multiple projects simultaneously
* Interest in investment banking, paralegal work, or research/analytical roles encouraged
Expected Base Salary Range: $70,000-$90,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
* Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
* 401(k) Retirement Plan
* Life and disability insurance, including additional voluntary financial protection insurance
* Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
* Family-building and family-support benefits
* Paid parental, caregiver, marriage and bereavement leave
* Commuter benefits, health club membership discounts, and other corporate discounts
* Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit *****************
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
Equity Research Associate - Biotechnology
New York, NY jobs
Responsibilities:
Conducting proprietary research evaluating drug pipelines by analyzing scientific literature, attending medical conferences, and speaking with key opinion leaders
Building and maintaining financial models
Writing research reports for initiations of coverage, analysis of data, and industry/company news
Conceiving and executing on differentiated project ideas
Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Qualifications:
Advanced degree (PhD/MD) in life sciences preferred, though not required; a strong academic track record is essential.
Proficiency in written/verbal communication
1+ year's experience in biopharmaceuticals equity research
Experience building financial models using excel a required on-the-job skill; prior experience is a plus
Motivated, hard-working, team player
Primary Location Full Time Salary Range of $135,000 - $165,000.
Auto-ApplyChinese Policy AI Research Associate
New York, NY jobs
About Bridgewater
Br
About the Asia Strategies Team
The goal of the Asia Strategies team is to create industry-leading portfolios and investment thinking in Asia, helping investors navigate the changing geopolitical and macroeconomic paradigm. This entails growing deep regional expertise, generating alpha in Asian markets, researching and publishing our understanding of the macroeconomic environment, and designing portfolio solutions to help our clients invest across the region.
Bridgewater has a long history as an asset manager in Asia. It started when our founder, Ray Dalio, first visited China in 1984, and we have been trading Asian markets since 1992. Asian markets have always been a core part of our global macro investment strategies, and Asian economies feature prominently in the research we have published on debt cycles and the changing world order. Bridgewater has offices in only two places - the US and Asia - reflecting the region's strategic importance. Our first Asia-focused fund, launched in 2018, is now among the largest private funds in China.
About Your Role
As a China Policy AI Research Associate, you will help deepen Bridgewater's understanding of China's policy landscape as it informs asset markets & economies. You will analyze government policies and regulatory developments that help shape China's strategy and its implications for global markets. You will leverage AI tools and large language models (LLMs) to collect, translate, extract information and synthesize Chinese-language policy materials and data sources. Working closely with Bridgewater's research and engineering teams, you will refine how these tools are used to extract insight and identify emerging trends, applying them to predict how the machine works, and what will happen in economies & asset markets.
You will drive the following responsibilities:
Analyze China's policy landscape as it informs asset markets & economies
Source, translate, and interpret Chinese-language policy documents, data, and media sources
Use AI tools and LLMs to organize, summarize, and extract insights from unstructured data
Track developments in China's government policy framework
Collaborate with research and engineering teams to enhance Bridgewater's internal AI-driven research capabilities.
Build structured datasets, identify emerging trends, and generate insights that inform investment and policy research.
Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here.
Position Requirements
We are looking for candidates who combine deep regional and policy knowledge with strong technical curiosity and analytical rigor.
Minimum Qualifications
Fluent in Mandarin (reading, writing, and professional communication)
Strong understanding of China's government structure, policy process, and AI ecosystem
Familiarity with how large language models (LLMs) work and how they are trained or fine-tuned
Ability to engineer prompts, and deploy models in the service of the goal
Proven ability to work effectively with research, engineering, and data science teams
Bachelor's or advanced degree in a relevant field
In addition, to succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence.
Physical Requirements
The anticipated onsite requirement for this role is four days per week at our New York City campus.
Why Choose Bridgewater?
It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential.
Compensation Band
The expected annual base salary for this position is $160,000-$225,000. The total compensation package includes variable compensation in the form of a discretionary target bonus.
One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here.
Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations.
This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we
do provide immigration sponsorship for this position.
Bridgewater Associates, LP is an Equal Opportunity Employer
Auto-ApplyChinese Policy AI Research Associate
New York, NY jobs
About Bridgewater
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.
Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal investment principles.
Founded in 1975, we are a community of independent thinkers who share a commitment to excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.
Explore more information about Bridgewater on our website here.
Our Culture
Our culture is anchored in excellence-meaning constant improvement-and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday-we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving. Because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard-it's only possible because we build meaning in our work and relationships. The meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else.
About the Asia Strategies Team
The goal of the Asia Strategies team is to create industry-leading portfolios and investment thinking in Asia, helping investors navigate the changing geopolitical and macroeconomic paradigm. This entails growing deep regional expertise, generating alpha in Asian markets, researching and publishing our understanding of the macroeconomic environment, and designing portfolio solutions to help our clients invest across the region.
Bridgewater has a long history as an asset manager in Asia. It started when our founder, Ray Dalio, first visited China in 1984, and we have been trading Asian markets since 1992. Asian markets have always been a core part of our global macro investment strategies, and Asian economies feature prominently in the research we have published on debt cycles and the changing world order. Bridgewater has offices in only two places - the US and Asia - reflecting the region's strategic importance. Our first Asia-focused fund, launched in 2018, is now among the largest private funds in China.
About Your Role
As a China Policy AI Research Associate, you will help deepen Bridgewater's understanding of China's policy landscape as it informs asset markets & economies. You will analyze government policies and regulatory developments that help shape China's strategy and its implications for global markets. You will leverage AI tools and large language models (LLMs) to collect, translate, extract information and synthesize Chinese-language policy materials and data sources. Working closely with Bridgewater's research and engineering teams, you will refine how these tools are used to extract insight and identify emerging trends, applying them to predict how the machine works, and what will happen in economies & asset markets.
You will drive the following responsibilities:
Analyze China's policy landscape as it informs asset markets & economies
Source, translate, and interpret Chinese-language policy documents, data, and media sources
Use AI tools and LLMs to organize, summarize, and extract insights from unstructured data
Track developments in China's government policy framework
Collaborate with research and engineering teams to enhance Bridgewater's internal AI-driven research capabilities.
Build structured datasets, identify emerging trends, and generate insights that inform investment and policy research.
Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here.
Position Requirements
We are looking for candidates who combine deep regional and policy knowledge with strong technical curiosity and analytical rigor.
Minimum Qualifications
Fluent in Mandarin (reading, writing, and professional communication)
Strong understanding of China's government structure, policy process, and AI ecosystem
Familiarity with how large language models (LLMs) work and how they are trained or fine-tuned
Ability to engineer prompts, and deploy models in the service of the goal
Proven ability to work effectively with research, engineering, and data science teams
Bachelor's or advanced degree in a relevant field
In addition, to succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence.
Physical Requirements
The anticipated onsite requirement for this role is four days per week at our New York City campus.
Why Choose Bridgewater?
It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential.
Compensation Band
The expected annual base salary for this position is $160,000-$225,000. The total compensation package includes variable compensation in the form of a discretionary target bonus.
One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here.
Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations.
This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we
do provide immigration sponsorship for this position.
Bridgewater Associates, LP is an Equal Opportunity Employer
Auto-ApplyEquity Research Associate - Biotechnology
San Francisco, CA jobs
Top investment bank seeking an equity research associate to support a rising senior biotechnology analyst covering mid- and small-cap biotech companies.
Responsibilities will include:
Candidate should understand that the team is highly motivated to become top-ranked in the biotech industry
Conducting proprietary research and evaluating drug pipelines by analyzing scientific literature, attending medical conferences, and consulting industry experts
Writing research reports for initiations of coverage, deep dive data analyses, competitive landscaping, and industry/ company news
Delving into intellectual property and following patent litigation concerning pharmaceuticals
Building and maintaining financial models and powerpoint decks
Conceiving and executing on differentiated project ideas
Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Key Qualifications:
1-2+ years of experience in healthcare investment research required (sell side, buy side, investment banking, etc). Must be fully licensed.
Science background required; MD or PhD preferred
Motivated to rise in the sell-side industry in the long-term
Hard-working, attention to detail, team player
Sharp analytical skills in dissecting preclinical and clinical data
Deep understanding of, or experience with, drug development and the FDA-approval process for pharmacologic treatments is desirable
High proficiency in written/verbal communication
Can type >120 words per minute
Has experience writing quality sell side reports, producing powerpoints, and creating detailed financial models (e.g. functioning three-statement models, DCFs, market models, etc)
Experience building financial models using excel is a plus
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-ApplyEquity Research Associate - Software
New York, NY jobs
The Jefferies Software group is looking for an Associate to support the senior members of the team and the Senior Analyst. The ideal candidate will have 2+ years of relevant work experience (Research, IB, etc.), a strong work ethic, a high level of natural curiosity, and a desire to learn and development their analytical skills.
Responsibilities:
Work with Team Leaders to help support Senior Analyst's coverage of 20+ companies.
Conduct due diligence on the Software sector.
Monitor important macro and sector-specific developments that might impact companies under coverage.
Build and maintain detailed financial models for covered and uncovered companies.
Write research reports on covered companies and the Software sector.
Source and utilize third-party data to drive data-based conclusions.
Attend meetings with senior management, industry conferences, and company-specific conferences.
Work with the entire team to help manage Senior Analyst's calendar.
Required Background/Skills:
The ability to ask for and accept coaching to accelerate development
Interest in and ability to work long hours as required
Strong writing and communication skills
Strong financial modeling skills
High proficiency in PowerPoint presentations
Strong attention to detail
The ability to organize, manage, and prioritize time well
Strong project management skills
Minimum Requirements:
2-3 years of combined experience in Equity Research or Investment Banking
A CPA or progress toward CFA preferred, but not required
An understanding of technology, specifically Software, preferably an understanding of enterprise technology
Deep familiarity and experience with Microsoft Office (Word, Excel, PowerPoint)
Ability to work in the New York office five days a week
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-ApplyEquity Research Associate - Cyber Software
New York, NY jobs
Jefferies is seeking an associate for its Software Equity Research team. The candidate will support the senior analyst in delivering extensive company and industry research, constructing detailed company and industry models, and marketing written research recommendations to clients and institutional salespeople.
Responsibilities will include:
Creation and maintenance of detailed company and industry models
Producing in-depth written research on individual companies and sector-wide trends
Development of relationships with industry contacts and company management teams
Communication of stock views and industry themes to institutional investors, salespeople, and other internal constituencies within Jefferies
Key qualifications:
Highly detail-oriented, intellectually curious, and willing to work long hours (and the occasional Sunday)
Passion for stocks, the market, and analyzing businesses
Excellent written communication skills
Self-motivated problem-solver
Fluency in accounting and financial statement analysis
At least two years of equity research experience, Software preferred
Securities licensing a plus (Series 7/63 and 86/87)
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-ApplyEquity Research Associate - Software/AI
New York, NY jobs
Responsibilities will include:
Working underneath one or both publishing analysts to cover specific Software/AI subsectors.
Conducting proprietary research evaluating the competitive landscape, analyzing industry news and company filings, attending conferences, and speaking with key opinion leaders
Building and maintaining financial models and industry-oriented databases
Closely monitoring industry news and trends
Writing research reports for initiations of coverage, analysis of data, and industry/company news
Conceiving and executing on differentiated project ideas
Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Maintaining relationships with industry contacts
Executing corporate access events including company non-deal roadshows and property tours (some travel may be required)
Coordinating global Software/AI research product
Summary of Qualifications:
We are looking for a candidate who has strong written and oral communication skills, can work independently without much direction and likes to take on significant responsibility. The ideal candidate will have a bachelor's degree in a relevant field (i.e. finance, economics, business administration, etc.).
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-ApplyEquity Research Associate - Biotechnology
New York, NY jobs
Top investment bank seeking an equity research associate to support a rising senior biotechnology analyst covering mid- and small-cap biotech companies.
Responsibilities will include:
Candidate should understand that the team is highly motivated to become top-ranked in the biotech industry
Conducting proprietary research and evaluating drug pipelines by analyzing scientific literature, attending medical conferences, and consulting industry experts
Writing research reports for initiations of coverage, deep dive data analyses, competitive landscaping, and industry/ company news
Delving into intellectual property and following patent litigation concerning pharmaceuticals
Building and maintaining financial models and powerpoint decks
Conceiving and executing on differentiated project ideas
Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Key Qualifications:
1-2+ years of experience in healthcare investment research required (sell side, buy side, investment banking, etc). Must be fully licensed.
Science background required; MD or PhD preferred
Motivated to rise in the sell-side industry in the long-term
Hard-working, attention to detail, team player
Sharp analytical skills in dissecting preclinical and clinical data
Deep understanding of, or experience with, drug development and the FDA-approval process for pharmacologic treatments is desirable
High proficiency in written/verbal communication
Can type >120 words per minute
Has experience writing quality sell side reports, producing powerpoints, and creating detailed financial models (e.g. functioning three-statement models, DCFs, market models, etc)
Experience building financial models using excel is a plus
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-ApplyEquity Research Associate - Strategy (US)
New York, NY jobs
We are seeking a highly motivated and intellectually curious Equity Research Associate to join our Equity Strategist team. This role offers a unique opportunity to contribute to top-down market strategy research, helping institutional clients navigate equity markets through macroeconomic analysis, sector positioning, and thematic insights.
Key Responsibilities:
* Support senior strategists in producing high-impact research on equity markets, macro trends, and investment themes.
* Conduct quantitative and qualitative analysis of market data, economic indicators, and sector performance.
* Assist in the development of investment frameworks and models to evaluate equity market dynamics.
* Prepare and maintain databases, charts, and presentations for internal and client-facing use.
* Draft research notes, reports, and presentations that communicate complex ideas clearly and concisely.
* Monitor financial news, macroeconomic developments, and market movements to identify emerging trends.
* Collaborate with sales, trading, and other research teams to deliver timely and relevant insights to clients.
Qualifications:
* Bachelor's degree in Finance, Economics, Mathematics, or a related field; advanced degree or CFA a plus.
* 1-3 years of experience in equity research, investment strategy, or a related analytical role.
* The candidate should feel comfortable working with large datasets as this role can involve analysis of thousands of equity securities
* Strong understanding of financial markets, macroeconomics, and equity valuation.
* Proficiency in Excel, FactSet, Bloomberg, and data visualization tools; programming skills (Python, R, or SQL) a plus.
* Excellent written and verbal communication skills.
* Ability to manage multiple tasks in a fast-paced environment and meet tight deadlines.
* Intellectual curiosity and a passion for markets and investing.
What We Offer:
* Exposure to high-level strategic thinking and market analysis.
* Opportunity to contribute to widely read and influential research publications.
* Collaborative and intellectually stimulating work environment.
* Career development and mentorship from experienced strategists.
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-ApplyEquity Research Associate - Software
New York, NY jobs
The Jefferies Software group is looking for an Associate to support the senior members of the team and the Senior Analyst. The ideal candidate will have 2+ years of relevant work experience (Research, IB, etc.), a strong work ethic, a high level of natural curiosity, and a desire to learn and development their analytical skills.
Responsibilities:
* Work with Team Leaders to help support Senior Analyst's coverage of 20+ companies.
* Conduct due diligence on the Software sector.
* Monitor important macro and sector-specific developments that might impact companies under coverage.
* Build and maintain detailed financial models for covered and uncovered companies.
* Write research reports on covered companies and the Software sector.
* Source and utilize third-party data to drive data-based conclusions.
* Attend meetings with senior management, industry conferences, and company-specific conferences.
* Work with the entire team to help manage Senior Analyst's calendar.
Required Background/Skills:
* The ability to ask for and accept coaching to accelerate development
* Interest in and ability to work long hours as required
* Strong writing and communication skills
* Strong financial modeling skills
* High proficiency in PowerPoint presentations
* Strong attention to detail
* The ability to organize, manage, and prioritize time well
* Strong project management skills
Minimum Requirements:
* 2-3 years of combined experience in Equity Research or Investment Banking
* A CPA or progress toward CFA preferred, but not required
* An understanding of technology, specifically Software, preferably an understanding of enterprise technology
* Deep familiarity and experience with Microsoft Office (Word, Excel, PowerPoint)
* Ability to work in the New York office five days a week
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-ApplyEquity Research Associate - Biotechnology
Boston, MA jobs
Responsibilities:
Conducting proprietary research evaluating biotech companies' therapeutic pipeline by analyzing scientific literature, attending medical conferences, and consulting industry experts
Writing research reports for initiations of coverage, analysis of data, deep dive in disease/ technology/ IP/ regulation/ policy, and industry/ company news
Building and maintaining financial models
Conceiving and executing on differentiated project ideas
Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Candidate should understand that the team is highly motivated to become top-ranked in the biotech equity research
Qualifications:
~1+ years of biopharmaceutical investment research, consulting, or industry; prior experience in biopharmaceuticals equity research with full license is a plus
Motivated to rise in the sell-side industry in the long-term
Advanced degree (PhD/MD/ PharmD) in life sciences preferred, though not required; a strong academic track record is essential
Proficiency in written/verbal communication
Experience building financial models using excel a required on-the-job skill; prior experience is a plus
Motivated, hard-working, attention to detail, team player
Can type >120 words per minute
Primary Location Full Time Salary Range of $100,000 - $120,000.
Auto-Apply