Job Search Results for Financial Analyst

We are looking for a Senior Analyst, ESP to be a part of the enrollments, settlements and payments team who will be considered a subject matter expert in the market(s) they support. This individual... More should proactively identify and solve problems with little to no guidance. In addition, this role requires individuals to communicate effectively, at a high level, with all functional groups including executive management. Success in this role requires continual review and improvement of existing processes and procedures, particularly as the company implements new and upgraded support systems. Compensation:$85k to $100k per year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.Day-To-Day:? Enroll assets in ISO/Utility markets, settle and/or shadow-settle events and test events, and report on both asset- and portfolio-level compliance? Manage the calculation and submission of customer payments? Analyze portfolio trends and create actionable suggestions during each stage of Enrollment, Settlement, and Payment? Provide leadership on system and process improvement initiatives? Work closely with internal teams on all audit requests received from the ISO/Utility? Lead reporting out of the relevant financial impact of market operations with the highest level of accuracy for both internal and external reporting? Develop customized reporting for customers and assist in maintaining executive level market summaries as needed? Help guide more junior teammates in day-to-day tasks, communications, and other projectsWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

We seek a detailed, motivated, and experienced trader to join our Asset Management Team. We are a growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering financial... More planning and wealth management services. This individual should have in depth knowledge of financial markets, be a quick learner, and be able to work well in a team as communication within and across departments are key. The position will primarily support the asset management team with daily trade execution and portfolio management operations. Responsibilities include:- All aspects of trade calculation, execution, and communication with custodians and teammates.- Reviews all activity for accuracy of account information.- Ensures correct ticket entry and order routing.- Maintain communication with team and assists in resolving any settlement problems.- Reconcile daily and monthly reports as assigned.- Monitor portfolio drift to ensure adherence to strategy and client target allocations.- Support advisors with complex trading requests.- Daily management of routine and ad-hoc trading operations and workflow including, but not limited to, dollar cost averaging, ongoing cash raises, reporting functions, and investment research.- Ongoing collaboration with back-office, advisory, customer service, and compliance teams to ensure accurate and bestpractices are being followed.- Identify and implement process improvements to drive efficiencies within the department.- Maintains and updates of all the centrally managed models within our trading system.- Adherence to GIPS policy standards and procedures while preparing and executing trades.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking a Data Governance Analyst to join a prestigious global law firm client. This firm generates over $3 billion in revenue and caters to clients in key hubs of business,... More finance, technology, and government. The analyst will partner closely with data engineers, BI architects, developers, and business stakeholders to improve data quality, enable self service analytics, and support enterprise reporting and data governance initiatives.Daily Responsibilities: ?Collaborate with data owners and stewards to define key data elements, quality standards, and governance practices?Analyze data and present insights in clear, accessible formats for business stakeholders?Develop reports and dashboards to support operational and strategic decision making?Interpret data trends and patterns to provide actionable business insights?Drive continuous data quality improvements by identifying issues and implementing sustainable mitigation plans?Develop and publish data quality dashboards to increase transparency and stakeholder confidence?Maintain system documentation, core data models, data lineage, report inventory, and data dictionary?Support stakeholder inquiries, perform stewardship tasks, and conduct QA testing for enhancements and small projectsThis is a full-time position, hybrid 3 days a week, in Boston.Compensation:$115,000-$130,000 per year annual salary. This role is eligible for a discretionary bonus based on performance. Exact compensation may vary based on several factors, including skills, experience, geographic location, education, and consideration of internal equity.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking for a Junior Procurement Analyst for a 6 month contract in Saskatoon. A successful candidate will join an internal, multidisciplinary procurement team supporting indirect... More spend across multiple retail projects. This is a hands-on, analytical role focused on data analysis, variance analysis, reporting, and problem solving rather than traditional procurement execution.This opportunity is ideal for a recent graduate or someone interested in working in procurement, who is highly analytical, self-motivated, and comfortable figuring things out in a fast-paced environment where processes are not always documented. Prior procurement experience is not required?you will be coached and supported by senior team members.This role is perfect for:? Recent graduates ready to launch their career? Aspiring analysts interested in procurement and business operationsSelf-starters who enjoy solving problems and learning on the flyWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking a 2 Senior Technical Data Analysts sitting onsite in India to join a large financial services client. We are looking for a seasoned analyst responsible for driving analysis,... More solution design, and delivery across complex, high impact initiatives within a global asset management environment. Operating at the intersection of technology, data, and investment domain expertise, this role provides advanced analytical leadership, partners closely with Investments and Operations teams on the business side and the other engineering teams, and ensures that solutions align with business strategy, regulatory needs, and enterprise technology standards. Lead the discovery efforts, translating complex investment management processes into detailed functional requirements and solution proposals. This resource will act as a technical thought leader by defining end-to-end data pipeline requirements, covering all phases of data management, including Data Integration, Data Quality, Data Ingestion, Data Modeling, Data Warehousing, Data Security, Business Intelligence, and Data Analysis. You will help to oversee the implementation of new applications or enhancements to existing ones, ensuring projects are delivered on time, within budget, and meeting business requirements. This involves contributing to resource planning for analysis workstreams and functional technology needs, leveraging deep subject matter expertise across investment management domains with a broad understanding of how upstream and downstream systems interact. You will support integration initiatives involving APIs, ETL processes, and cloud-based data platform while also guiding analysts and cross-functional teams through the entire project lifecycle, including requirements, refinement, planning, UAT, and go-live. This position requires working EST Hours (5:30pm IST ? 1:30AM IST) with the compensation ranging from $12-$13/hr based on years of experience.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Seeking an experienced Project Controls Analyst II to support civil and gas-related construction projects. This role is ideal for a data-driven PCA who is comfortable working across multiple... More functional areas, building forecasting tools, and using Excel and SAP to drive project insights. The PCA II will support project forecasting, cost controls, and reporting, while also contributing to process improvement and knowledge sharing across the PCA team.Onsite in San Ramon - 1x/month!We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Our client is seeking a highly motivated and client-focused Client Relationship Specialist to support our Wealth Management division in Century City. This role is ideal for professionals with a... More strong background in banking and investment services who thrive in a fast-paced, client facing environment. You will play a key role in supporting high-net-worth clients and bridging the gap between banking, brokerage, and investment services. Key Responsibilities? Serve as a primary point of contact for high-net-worth clients, ensuring exceptional service and relationship management.? Support money movement, account maintenance, and back-office operations.? Collaborate with investment and banking teams to deliver integrated wealth solutions.? Utilize Salesforce and other internal systems to manage client interactions and documentation.Assist with brokerage investment activities and ensure compliance with regulatory requirements.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Our client is seeking a highly motivated and client-focused Client Relationship Specialist to support our Wealth Management division in Century City. This role is ideal for professionals with a... More strong background in banking and investment services who thrive in a fast-paced, client facing environment. You will play a key role in supporting high-net-worth clients and bridging the gap between banking, brokerage, and investment services. Key Responsibilities? Serve as a primary point of contact for high-net-worth clients, ensuring exceptional service and relationship management.? Support money movement, account maintenance, and back-office operations.? Collaborate with investment and banking teams to deliver integrated wealth solutions.? Utilize Salesforce and other internal systems to manage client interactions and documentation.Assist with brokerage investment activities and ensure compliance with regulatory requirements.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Senior Billing Analyst independently analyzes client billing issues, implements complex client arrangements, and supports automated billing operations. This position can be a hybrid work schedule... More (2-3x per week) in Palo Alto, San Francisco, Seattle, or Washington, D.C. Duties include the below:-Analyze current Expert Billing workflows and functions and implement automations and improvements.-Conduct quality control of team?s billing practices by establishing and administering internal quality control procedures.-Alongside Senior Manager, oversee and ensure compliance with financial policies for billing workflows.-Analyze WIP aging, and proactively collaborate with legal and finance teams to ensure timely billing.-Implement and support billing templates, task codes, bill groups, matter plans, and split payors.-Identify and Implement billing solutions for flat and fixed fees, and action codes.-Apply and manage alternate fee arrangements in Entity Manager.-Coordinate with finance team on client-specific billing arrangements and provide guidance for proper execution in Expert Billing.-Conduct billing and payment reconciliation for client accounts. Find resolutions as needed.-Manage sensitive time modifications including deletions and changes to dates and worked hours.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking for an Application Support Analyst to join a confidential Tier-1 financial services client supporting a high-visibility, client-facing online trading platform used by... More thousands of investors daily. This is a strong resume-building opportunity with exposure to modern cloud technologies and long-term growth potential.What You?ll Be DoingProvide production support and incident management for a Tier-1 online trading applicationSupport 3?4 core modules, including Account Opening, Trading, Cash Transfers, and Internal Agent PortalInvestigate, triage, and resolve production issues with a focus on business impactRun incident bridges and communicate clearly with technical and business stakeholdersSupport Azure cloud components and OpenShift microservicesParticipate in after-hours code deployments (every 5th week, compensated with time in lieu)Act as an SME for change impact assessments and service improvementsWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less