Job Search Results for analyst

A large financial client is looking for a Brokerage Account Operations analyst to join the team. The role is responsible for opening accounts for all Brokerage, FX, and RIA accounts. The person will... More be reviewing and verifying client onboarding documentation for completeness, as well as establishing accounts by accurately entering client information into various Core Banking systems. Additionally, ensuring all client data, including maintenance requests are gathered, logged, processed, verified and addressed in a timely and accurate manner.Primary responsibilities:- Receive and log client/account opening instructions and confirm receipt back to sender.- Prepare and sort source documents for review based on priority set by business/client need.- Review source documents and assess account information to ensure it complies with requirements.- Analyze documentation for completeness and imperfections; settle discrepancies by utilizing standard procedures, or return unfinished/incorrect records to sender or the team leader for appropriate action.- Input of account opening data for new and existing clients by: Understanding the specific documentary requirements for each type of account opened, Ensuring receipt of applicable forms and addressing missing information, Reconciling documentation checklist, Enter information directly into internal systems- Ensure complete and accurate KYC information by: Collecting all required information and documentation from internal business partners, Ensuring adequate source of wealth is documented for each client, Satisfy the Bank's KYC due diligence policies and procedures- Validate that negative media alerts have been executed, review and escalate where necessary.- Verify that all data entered is reviewed and accurate prior to being sent for approval.- Archive completed work and ensure compliance with record retention requirements.- Communicate with internal business partners in a professional and timely manner when responds to processing requests, instructions, inquiries, issues, voicemails, and emails.- Partner with staff across the organization and forester strong relationships with the Business, Product areas, IT, and Operations to goals.- Escalate opportunities where process improvements exist and/or gaps in the process are identified.- Properly manage the expectations of internal business units when communicating and responding to processing requests, issues, voicemails and emails.- Assist and support department and team projects.- Meet standards for production volume, accuracy, and completeness.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

A Client of Insight Global is looking for a secret-cleared Operations Analyst to sit hybrid in Aberdeen, MD. This individual will be responsible for managing and tracking the timeline and progress of... More tasks and suspenses to ensure technical teams are executing on program needs. This will include fielding requirements from higher HW and tracking deadlines to make sure the appropriate teams are completing tasks. They will also work closely with Administrative Assistant to ensure the PM and DPM schedules are correct, up-to-date, and completed. We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. 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 Analyst supports business and operational functions through data reporting, analysis, and administrative coordination. This role partners with operations leadership to ensure accurate reporting,... More efficient office processes, and strong communication across operational teams. Key Responsibilities?Prepare, maintain, and distribute Excel-based reports, dashboards, and KPIs.?Analyze and organize operational data; create graphs and presentations for leadership.?Serve as a point of contact for operational locations regarding data entry and reporting.?Support office and administrative functions, including scheduling, documentation, and purchasing.?Track invoices and operational paperwork to ensure timely processing.?Assist with process improvements, special projects, and leadership requests.?Communicate professionally with internal teams and external customers.?Ensure daily operations align with organizational objectives.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 UKG Pro Configuration Analyst for a large, complex healthcare client operating across multiple states and 24/7 environments. This consultant will serve as the in house UKG... More expert, owning the design, configuration, and validation of pay rules, accruals, schedules, and business structures to support union and non union workforces. The role blends strategic advisory work with hands on configuration, integrations, reporting, and testing, partnering closely with HR, Payroll, IT, and clinical operations. This is a high impact opportunity for a UKG specialist who thrives in complex healthcare implementations and enjoys solving nuanced, multi state challenges.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 searching for a FP&A Marketing Budget Analyst for a national fast food conglomerate who has just celebrated their 75th anniversary. This role focuses on budgeting, forecasting, and... More performance analysis for marketing spend, ensuring alignment with organizational goals and efficient resource allocation. The analyst will partner closely with Marketing, Finance, and cross-functional teams to deliver actionable insights that drive strategic decision-making.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 strategic SAP Functional Analyst specialized in Record to Report to join one of Calgary's largest agricultural companies for a permanent position in either Calgary, or... More Loveland, Colorado. This opportunity will be 5 days a week, onsite and 40 hours per week. The successful candidate will be responsible for working with, and providing direction to, system integrators to ensure SAP solutions in the Record to Report area meet business requirements, achieve a high level of systems integration, follow SAP best practice, and enrich the user 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 Cash Management Operations Analyst to support a leading financial institution within its Global Markets organization. This individual will play a critical role in... More overseeing daily cash flow and liquidity operations across multiple legal entities and currencies. The role partners closely with Front Office, Middle Office, Corporate Treasury, and Operations teams to ensure regulatory compliance, risk management, and optimal liquidity positioning.This position operates in a high-volume, time-sensitive environment and requires strong analytical skills, attention to detail, and the ability to make sound decisions under pressure.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 qualified Benefits Systems Analyst in support of one of our higher education clients in Virginia Beach VA. This candidate will be supporting managing the administration,... More configuration, and compliance of employee benefits programs, ensuring accurate enrollment, system integrity, and high-quality employee support. This role serves as a subject matter expert in benefits operations and HRIS configuration, supporting employees and leaders across the full employment lifecycle. The day-to-day will include:Administer and manage comprehensive employee benefits programs (medical, dental, vision, retirement, wellness, COBRA), including enrollments, life events, terminations, payroll deductions, and open enrollment.Configure, maintain, and test benefits within UKG Pro and/or Workday, ensuring accurate eligibility rules, plan setup, deductions, integrations, and documentation.Support fully insured and self-insured plans by coordinating with TPAs, carriers, stop-loss providers, and Finance on claims reporting, funding, reconciliations, and renewals.Ensure regulatory compliance with ACA, ERISA, HIPAA, COBRA, FMLA, and Section 125, including required filings, notices, audits, and ongoing regulatory monitoring.Serve as the primary liaison to brokers and vendors, supporting renewals, plan design changes, vendor performance management, and cost-efficiency initiatives.Produce and analyze benefits data and reports (enrollment, utilization, claims, costs) to support budgeting, forecasting, and strategic decision-making.Compensation: $31/hr. to $36/hr. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.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 Lead Real Estate Technology Analyst who combines strong technical trouble shooting skills with a deep understanding of real estate equity or CML operations. This role will... More serve as a team lead and mentor, supporting both applications and users.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 to hire an Investor Relations Operations Analyst for a global investment firm based in Dallas, TX.The ideal candidates will be a multi-talented, extremely detailed focused... More and hands-on self-starter who will provide implementation and support for several data and reporting projects. This opportunity is a fully in-office position based out of our Dallas, Texas HQ and reports to the Head of Investor Relations. Responsibilities:-Co-Lead all data analysis and reporting efforts including, but not limited to, investor performance, KPI tracking, and business development activity reporting. Responsible for actively identifying, capturing, analyzing, and managing the company's data in CRM systems with the overarching goal of helping facilitate both decision-making efforts and proactive work environment.-Use your growing repertoire of data analytics skills to influence and develop automated reporting systems to maintain and publish investor reports on a quarterly basis.-Spearhead CRM integration into other firm tech systems/initiatives as we assess new vendors and continue to refine our internal processes.-Ownership of data clean-up, accuracy and quality control.-Produce and disseminate quarterly investor reporting packages including capital statements and underlying firm updates.-Monitor CEO?s investor contact activity to maintain updated investor tracking reports.-Internal process document creation business planning, training, and business development activities.-Assist with the compilation of The Disruptive Daily Newsletter-Participate in investment transaction operations by updating colleagues with investor stage, document status, and cash receipts.-Produce and disseminate quarterly investor reporting packages including capital statements and underlying firm updates.-Respond to investor inquiries on an ad hoc basis.-Input investor contact stages and investor information using Backstop CRM-Continuously enhance current investor reporting to create repeatable process to advance the firm forward and support growth.-Proactively design, produce and implement new tracking reports in the CRM for accurate and timely internal communication.-Work with senior management to plan, design, and implement an online investor portal.-Participate in person in internal meetings both firm-wide and segmented by department.-Monitor email on nights and weekends to ensure active investor progress continues.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