Analyst jobs in Financial Services

Assist with projects focused on monitoring risk for equity tax-managed strategies, utilizing programming skills for analysis and reporting. Support daily portfolio management tasks, including risk reporting and performance attribution, to assess strategy effectiveness.

The Operations Analyst role is critical in ensuring the seamless operation of our hedge fund by managing trade execution, settlement processes, cash management, and operational risk controls. The ideal candidate will have a strong understanding of financial markets, excellent problem-solving skills, and the ability to work effectively in a fast-paced environment.

This role focuses on managing and overseeing derivative cash flow settlements, including processing, reconciliation, and resolving discrepancies across systems such as 360T, Bloomberg CMS, and FX All Settlement Center. Key responsibilities include verifying client instructions, reconciling netting agreements, investigating CLS and nostro breaks, and collaborating with Finance and Bank staff to address settlement issues.

This 6-month contract is currently on a hybrid work schedule in NYC. This consultant will be assisting with the ISO 20022 message testing and documentation, scoping any changes within their sanction/transaction system, assisting with the FircoSoft lists, and documenting any tuning for senior management.

We are looking for a diligent and detail-oriented individual to fill the role of Reconciliations/Investigations Analyst in the Banking & Financial Services department. The ideal candidate should possess strong analytical skills and have a knack for problem-solving.

Within the clients IT department, Business Technology Services is looking for a IT Business Analyst with Summit knowledge, in the Fixed Income IT team. This is a Front to Back-office position within the business analyst group.

We are seeking a talented individual for the role of Treasury Financial Modeling. The ideal candidate should possess a strong understanding of financial concepts and be proficient in financial modeling.

This role involves providing financial and business analysis support to drive strategic insights and decisions within a dynamic financial services environment. You will develop profitability models, analyze customer behaviors, and offer actionable recommendations for business growth and investments.

The DTC Settlements Analyst ensures the timely and accurate settlement of securities transactions by coordinating the transfer of securities between buyers and sellers. This person will handle the reconciliation of trade details, resolve discrepancies, and ensure compliance with regulatory and operational standards.

This role involves managing the month-end close process and collaborating with global teams to drive financial performance. The successful candidate will be a proactive, detail-oriented accounting professional, ready to take ownership in a fast-paced environment.

We are seeking a Senior Financial Planning & Analysis (FP&A) Analyst with experience in Adaptive and Workday systems to join our growing finance team. In this role, you will play a key part in financial forecasting, budgeting, and providing actionable insights to support strategic decision-making across the organization.

Engage in the full spectrum of core compliance responsibilities as you grow your knowledge and expertise across a continuously expanding space in the investment advisory universe.

The candidate is responsible for processing global cash dividends, fixed income events, and managing associated reconciliations, tax treaties, and risk mitigation strategies. The role requires expertise in international markets, strong analytical skills, and collaboration with various stakeholders to ensure efficient and compliant event execution.

The IT business analyst will work within the Post Trade IT team, focusing on implementing and improving workflows for equity back office systems, including settlement, confirmation, and clearing. The role also involves enhancing regulatory reporting, ensuring data quality, and identifying inefficiencies in business operations to propose improvements.

The role is dedicated to preserving the long-term purchasing power of the assets entrusted to it. By investing in a diverse range of foreign currency-denominated assets in the international capital market, the firm aims to exceed investment return targets while managing an acceptable level of risk

The Compliance Monitoring & Testing Analyst will evaluate the bank's adherence to regulatory requirements and internal policies by conducting reviews, identifying risks, and recommending corrective actions. This role involves collaborating with teams, preparing detailed reports, and ensuring effective implementation of remediation plans to strengthen the institution's compliance framework.

Boston based Private Family Office seeks Investment Analyst to join their growing US based investment team.

The Tax Analyst will be involved in all tax compliance and provision matters. Must have high net worth tax experience!

The Senior Accountant will report directly to the owner of the family office with a line to the Director. This role will include both tax and accounting while supporting high-net worth individuals with family owned hedge funds. The day to day will include working with individual family members - charitable work, family trusts, tax, maintain daily cash flows, preparing quarterly income summaries, and working with multiple service providers.

My client is seeking Contract Benefits Manager to will be responsible for the day-to-day oversight and administration of employee benefit programs.

The Compliance Risk Assessment Analyst will support a foreign banking institution in Midtown NYC by conducting risk assessments, identifying compliance risks, and implementing strategies to mitigate those risks. This 6-month contract role involves analyzing regulatory requirements, performing compliance reviews, and collaborating with cross-functional teams to ensure adherence to internal and external standards.