Investment Portfolio Analyst-Research, Modeling & Strategy
100 Raymond James & Associates, Inc.
100 Raymond James & Associates, Inc. seeks a professional to analyze portfolio analytics, asset allocation, and holdings, providing recommendations where appropriate. The role supports Financial Advisors with research, data collection, and financial modeling to prepare industry and company reports. The candidate will contribute to investment strategy papers, develop client-focused analyses, and participate in meetings to clarify goals and tolerances. #J-18808-Ljbffr 100 Raymond James & Associates, Inc.
- ...James in Locust Valley, NY is seeking a Research Analyst to support Financial Advisors by analyzing portfolio analytics, asset allocation, and investment holdings, and by preparing investment... ...company data, build financial models, and help draft industry and company...Suggested
$60k - $150k
...assist in analyzing portfolio analytics, asset allocation and investment holdings with... ...industry and company research by collecting, organizing... ...financial models. Regular contact... ...client investment strategy • Uses analytical... ...Certified Financial Analyst preferred. “Due...SuggestedWork experience placementWork at office$50 - $60 per hour
...currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're... ...preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance...SuggestedHourly payContract workFor contractorsWork experience placementRemote work$50 - $60 per hour
...currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're... ...preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance...SuggestedHourly payContract workFor contractorsWork experience placementRemote work- Bethpage is seeking a Senior Financial Risk Analyst to assist in the development and implementation of financial risk management frameworks... ...risk assessment and regulatory compliance, with a focus on model validation and stakeholder communication. The ideal candidate will...SuggestedFlexible hours
$66.3k - $86.06k
...environment. Develop, own, and modify detailed Access and Excel models to conduct reconciliations and what-if analyses. Ensures... ...reports on department related databases and software. Identifies strategies for evaluation of key data drivers and outcomes. Develops technical...Hourly pay$83.3k - $125k
...Reporting, Audit, Investor Relations, Strategy & Corporate Development to... .... Seeking a Financial Analyst III who will be an integral part... ...AOP, etc.). Develop financial models to support business planning, scenario analysis, and investment decision-making. Evaluate the...Temporary workWork at office$80k - $90k
...oriented and analytical Senior Financial Analyst to join our Finance team. In this role,... .... Perform ad hoc financial analyses and modeling for senior leadership, including the CFO... ...financial insights to influence business strategy and enjoy partnering across the...Full timeWork at officeFlexible hours$80k - $90k
...The Senior Financial Analyst is responsible for supporting the Shared... ...analysis and reporting, modeling, and analyzing complex data sets... ...to influence key business strategies while working in a fast-paced... ...competence. Shows a willingness to invest personal time in advancing...Full timeWork at officeFlexible hours$85k - $110k
...FP&A Analyst – New Hyde Park, New York Position Type: Finance & Strategy Job Type: Full-Time Compensation: Base Salary: $85,000... ...forecasting efforts. Financial Modeling Maintain and enhance financial... ...in Finance, FP&A, Consulting, Investment Banking, Corporate Finance, or...Full timePart timeWork at officeImmediate startRemote workMonday to ThursdayFlexible hours$50 - $60 per hour
...currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're... ...preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance...Hourly payContract workFor contractorsWork experience placementRemote work- .... Schedule and conduct follow-up interactions to support acquisition goals. Collaborate with team members to coordinate outreach strategies. Track activity and report progress toward established objectives. Maintain compliance with office and regulatory procedures. Qualifications...Work at officeWork from homeFlexible hours
$35k - $75k
Responsive recruiter Replies within 24 hours Benefits: ~401(k) ~401(k) matching ~ Bonus based on performance ~ Paid time off Position Overview State Farm Insurance Agent located in Glen Cove, NY is seeking an outgoing, ...For contractors$39.45 - $47.34 per hour
...You'll Do The Sr. Financial Risk Analyst reports to the Financial Risk Manager... ..., including but not limited to, Model Risk, Insurance Risk, Credit Risk, Investment Risk, Interest Rate Risk and... ...Recommend and implement risk mitigation strategies, such as hedging, diversification...Hourly payFlexible hours- Benefits 401(k) 401(k) matching Bonus based on performance Paid time off Salary plus commission/bonus Salary Paid time off (vacation and personal/sick days) 401k (with matching) Valuable experience Growth potential/Opportunity for advancement within my agency Position ...
- 1-800-Flowers is looking for a Senior Financial Analyst to support Shared Services groups, encompassing various teams including Finance... ...forecasting, and financial analysis, influencing key business strategies within a fast-paced environment. The ideal candidate will have...Full time
$85.4k - $133.5k
...degree and 2 years of experience in tax services, demonstrating strong analytical skills and knowledge of excise tax concepts. This position offers a competitive salary ranging from $85,400 to $133,500 with a hybrid work model and comprehensive benefits. #J-18808-Ljbffr EY$80k - $90k
RadNet, Inc. is seeking a Senior Financial Analyst in Jericho, New York. The role involves supporting various departments with budgeting... ...sets. You will play a critical role in influencing business strategies in a collaborative environment focused on innovation....$62.35k
...to assist in analyzing portfolio analytics, asset allocation, and investment holdings with client portfolios... ...industry and company research, collecting and... ...maintaining financial models. Regular contact with internal... ...used in Investment Strategy white papers for Financial...Work experience placement$62.35k
...experience to analyze portfolio analytics, asset allocation, and investment holdings with client portfolios... ...industry and company research, collecting and... ...maintaining financial models. Regular contact with internal... ...used in Investment Strategy white papers for Financial...- ...project focusing on financial analysis and operational efficiency. The role involves conducting financial research, analyzing trends, and developing financial models. Ideal candidates are current MBA students or recent graduates with strong analytical skills and...
- ...entrepreneurial guidance, and a proven mentorship model designed to launch rewarding, long-term... ...MassMutual's industry-leading products, research, and resources * A clear path to... ...Us At Blue Ocean Wealth Solutions, we invest in your professional development, your success...Contract workFor contractorsLocal area
$90k
The Blackstone Group L.P. is seeking an Analyst for its Investment Operations team. This role involves coordination with stakeholders to ensure smooth execution in the investment closing process, analyzing investment performance, and managing cash accounts. Applicants...$90k
...hedge funds. Blackstone Strategic Partners is seeking an Analyst in its Investment Operations team within the Finance department. Job Title Strategic... ...exposure and key performance drivers of look-through portfolio companies. Prepare quarterly investor update reports and...Work experience placementLocal area$85k - $110k
..., M&A implementation, growth strategy, and more. ROLE OVERVIEW:... ...Planning & Analysis (FP&A) Analyst to serve as a key contributor... ...forecasting processes, financial modeling, KPIs, ad-hoc analysis, and... ...~ Generous Compensation: We invest in the best and are...Full timePart timeWork at officeImmediate startRemote workMonday to ThursdayFlexible hours- ...and generally accepted accounting principles. - Reviews and analyzes reports for accuracy prior to distribution. - Clarifies or researches issues as necessary. - Provides input for the development of accounting applications, reports, forms, records and documented procedures...
$70k - $75k
...Finance required. EXPERIENCE: • Minimum of one to five years of accounting experience. • Not-for-profit or higher education/research environment experience preferred. KNOWLEDGE / SKILLS REQUIRED • Strong knowledge of accounting principles, practices, and...Hourly payFull timeFor contractorsWork at office$75k - $90k
...monthly journal entries and assist with preparation on month end close. Assists on Budget vs Actual & Monthly Trend Analysis. Research any discrepancies Requirements: ~ Bachelor's Degree in Accounting required ~5 years of work experience ~ Proficiency in Microsoft...Full timeWork experience placementShift work$25 - $31 per hour
...and documentation requirements • Assist with reporting, recordkeeping, correspondence, and general office administration • Research and resolve purchasing and invoice discrepancies • Provide administrative support to multiple departments as needed...Hourly payLong term contractPermanent employmentFull timeTemporary workWork at officeMonday to FridayFlexible hoursWeekend workAfternoon shift- ...families, and business owners to develop customized financial strategies while building your own practice with the support of a... ...relationships, analyze goals, and provide education on retirement, investments, insurance, and estate planning. The role offers uncapped growth...Traineeship
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