Job Search Results for financial services

Insight Global is seeking a Sr. Treasury Analyst to join a dynamic Corporate Finance team supporting both investment strategy and operational treasury functions. This role is ideal for someone with a... More strong interest in investment analysis and treasury operations, and is split approximately 50/50 between analyzing a $3B portfolio?including stocks, equities, and fixed income?and supporting daily treasury activities. Responsibilities include preparing daily cash position reports, managing account funding, processing wires and ACH transactions, handling merchant services reconciliations and chargebacks, and maintaining credit card device inventory. The analyst will also support financial reporting, compliance for tax-exempt debt, and special projects such as board slide preparation and rating agency data. Candidates should have strong Excel skills, experience navigating bank portals (e.g., PNC), and the ability to manage multiple systems. A bachelor?s degree in finance or business administration is required, but accounting experience is not. The team is open to training candidates with at least one year of treasury or financial operations 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

We're looking for a DevOps Engineer to join a leading Financial Services company to specialize in platform enablement with a strong operational and support bent. The role involves managing... More infrastructure support, patch cycles, and enabling product teams through day-to-day ticket handling. You will work in a regulated financial environment, helping operations run smoothly and enabling the broader team to adopt cloud capabilities effectively.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 Software Engineer for a full-time opportunity with large Banking client in their Ft. Lauderdale, FL office. This person will join a team that develops high-traffic,... More customer facing web and mobile applications. This Engineer will be responsible for writing API microservices for the large, highly available system. This team focuses on building a client portal that helps integrate SaaS and SSO services. Additionally, they will help upgrade applications to more robust and adaptable architecture and latest technologies like Java 1.8, Maven, Spring boot, Pl/SQL, etc. This Engineer should have a strong understanding of performance tuning , testing processes and CI/CD, and have expertise in writing technical user stories, acceptance criteria's and design documentation.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 Sr. Java Developer to join one of its top financial clients to sit two days a week in either Princeton or NYC. The team this candidate will be the core developer for... More is the rebalancing team. The candidate will be responsible for both design and development of Java applications for the fixed income platform. The candidate will participate in multiple software development processes including requirement analysis, design, coding, testing and documentation. This role is 100% heads down independent coding. In order for a candidate to be successful in this role they should have 10+ years of strong Java experience in designing, developing, testing, and successfully deploying critical and complex projects.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 Marketing Manager to join a leading banking customer downtown Toronto. This is a hybrid role and requires 3-4x/week on site.The successful candidate will have strong... More organizational skills, attention to detail, and the ability to manage multiple projects in a dynamic environment. This role is critical in executing go-to-market strategies, managing budgets, and ensuring flawless delivery of marketing campaigns. Ideal candidates will have experience in financial services or banking, with a strong understanding of numbers, compliance, and stakeholder management.Key Responsibilities:Project Support & Execution (35%)- Manage multiple marketing projects simultaneously, each with numerous moving parts.- Execute go-to-market plans for campaigns and offers, ensuring timelines and deliverables are met.- Coordinate across teams to develop timelines and critical paths for successful execution.Executional Marketing Tasks (30%)- Support creative development and media execution.- Ensure all deliverables are on brief and aligned with brand standards.- Collaborate with internal teams and external agencies to drive campaign execution.Stakeholder Management (10%)- Act as a liaison between internal teams and external agencies.- Influence decisions and maintain strong relationships with stakeholders.- Provide regular status updates and manage workflows effectively.Creative & Compliance (10%)- Vet creative concepts against legal and compliance feedback.- Build decks for presentations and campaign updates.- Ensure French translations are completed accurately.- Manage trafficking for approvals and maintain detailed status reports.Reporting & Analysis (10%)- Create and update monthly performance slides for leadership.- Provide basic reporting on campaign results, KPIs, and budget utilization.Budget Management (5%)- Prepare and submit monthly budget control reports to Finance.- Track marketing spend against allocated budgets and forecast incentive budgets.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

Responsible for patient registration, admitting, financial counseling, patient estimates and eligibility vendor management for optimal performance of the front-end registration process/revenue cycle... More at Stanford Health Care. Responsible for front-end data quality for the patient registration and admitting activities across all Patient Access Services and non-Patient Access Services patient facing locations. Ensures that these functions are performed efficiently throughout the enterprise, which includes maintaining an adequately trained staff to handle all patients in both inpatient and outpatient clinic settings. Identifies and implements new and emerging strategies to increase efficiency, improve processes and financial outcomes, and enhance the patient financial 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

Insight Global is seeking a Head of Intermediary Operations resource for a top Financial firm out of Charlotte, NC. The Head of Intermediary Operations is responsible for leading the strategy,... More development, and execution of intermediary relationship management with financial intermediaries including broker-dealers, RIAs, banks, and other financial institutions. This role ensures the delivery of exceptional service and aligns operational execution with regulatory and commercial objectives. They currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week in Charlotte, NC. There are 2 main aspects of this role where you will (1) hold the relationships with back offices financial institutions and (2) with the company?s own internal US distribution arm. This includes dealing with Portfolio Managers, large cash flows/transactions and also preparing Fund board reporting. This includes yearly bonuses and a competitive salary based on years of experience. The compensation ranges between $190,000-$220,000/year 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

Insight Global is seeking an experienced Accounting Clerk. The Accounting Clerk will ensure that the. The Accounting Clerk will work under the supervision will assist work efforts to support the... More group.Duties may include, but are not limited to, the following:? Receives, reviews, and verifies documents and reports for proper authorization for payment, appropriate codes, vendor's number and other information.? Matches invoice documents with receiving reports or packing slips using calculator, vendor's price list, reports or logs, and County contracts.? Calculates/verifies and adjusts accounts or reports.? Dispenses/receives documents or supplies.? Calculates checks/cash; and prepares, batches, groups and organizes deposit permits according to County Policies and Procedures.? Prepares and distributes bills for department services, including medical services.? Verifies data/information using printouts, a calculator, a computer (including databases) or various methods of communication.? Tabulates data in order to produce statistical reports, comply with federal/state regulations, and monitor internal operations and security.? Updates and makes corrections to existing financial records; tracks and logs in work.? Files documents and information chronologically, numerically, or alphabetically; searches, locates, retrieves, and tracks files from manual or computerized systems.? Checks files for completeness/accuracy and routes to the appropriate party/location for correction or processing.? Answers questions from customers, provides information on the status of accounts, and verifies information.? Performs administrative clerical support tasks, such as: transfers calls or takes messages; photocopies documents as needed or requested using photocopiers, printers, or data storage devices; makes back-up copies and keeps records; and sends/mails information via inter-office, U.S. mail, e-mail or fax.Performs related duties as assigned.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

We are seeking a skilled and experienced PowerApps Developer to join our team to support and enhance our suite of applications. This role will focus on maintaining existing PowerApps solutions and... More leading the development of a new application designed to support Cloud Financial Operations management.Key Responsibilities?Maintain and enhance existing PowerApps applications, ensuring performance, scalability, and usability.?Lead the design and development of a new PowerApps solution for Cloud Financial Operations management.?Collaborate with cross-functional teams including finance, operations, and IT to gather requirements and deliver solutions.?Integrate PowerApps with Microsoft Dataverse, SharePoint, Power Automate, and other Microsoft 365 services.?Ensure best practices in app design, data modeling, and security.?Troubleshoot and resolve issues related to app performance and functionality.?Document application architecture, workflows, and user guides.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 seasoned Lead System Administrator to provide high-touch, white-glove technical support to C-suite executives and senior leadership at a prestigious financial services... More firm based in Menlo Park, California. This is a hands-on technical leadership role?not a people management position?ideal for someone with deep expertise in enterprise IT support and a passion for simplifying complex systems for non-technical stakeholders.Key Responsibilities:-Deliver onsite and remote support for a global user base, with a focus on Menlo Park-based leadership including founders, partners, and numerous MDs-Provide white-glove support to C-suite executives, ensuring seamless technology experiences-Lead technical operations and support initiatives in Menlo Park, collaborating with a global support team-Serve as the senior technical point of contact for Windows environments-Manage and troubleshoot VDI environments, Thin Clients, and Lenovo laptops-Administer MDM solutions, primarily Intune, and support Active Directory configurations-Perform base-level system administration tasks, including rack and stack hardware setup-Participate in occasional on-call rotations-Communicate technical concepts clearly and effectively to non-technical stakeholdersWe 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