Job Search Results for Financial Analyst

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

Business & Data Analysis? Working closely with business stakeholders to gather, analyze, and document requirements for the data repository project from each finance department to understand data... More sources, business requirements, and reporting needs.? Partner with Finance, HR, and ITS stakeholders to understand business processes, data definitions, and reporting needs? Translate business requirements into functional and technical specifications for data ingestion, transformation, and consumption? Creating and leading systems requirement documentation standards, including Use Case modeling, User Story creations and narrative description.? Collaborating with the data architect to ensure the planned data repository meets UC Finance business requirements.Data Lake & System Integration? Serve as a key contributor to the design and evolution of an AWS-based data lake architecture? Work closely with data engineers and architects on integrations using AWS services such as Glue, Lambda, S3, Athena, Lake Formation, and QuickSight? Conducting data profiling and data quality analysis using SQL and Python.? Developing and maintaining mapping documents and source-to-target specifications.? Support API-based, batch, and event-driven integrations across enterprise systemsDelivery & Cross-Functional Collaboration? Act as the primary liaison between business stakeholders, data engineering, analytics, and ITS team? Participating and leading backlog refinement, sprint planning, daily stand-ups, and retrospectives.? Creating test plans, execution of unit testing, and UAT activities for data and integration initiatives.? Ensure solutions align with institutional priorities, data governance standards, privacy requirements, and compliance obligations? Communicating technical information to technical and non-technical personnel at various levels within an organization.?Governance, Security & Documentation? Support data governance practices, including data definitions, lineage, access controls, and auditability? Ensure appropriate handling of sensitive financial and payroll/personnel data (PII/PHI where applicable)? Produce clear, thorough documentation including requirements, data models, process flows, and test scenariosWe 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 hiring a detail-oriented Client Service & Operations Analyst to support a high-priority client transition project while also contributing to ongoing client service and operational... More functions. This individual will play a critical role in ensuring a seamless onboarding experience for a large incoming firm and will continue supporting core client service workflows post-project. Primary Responsibilities:A. Client Service Project Support (Priority through end of May)? Lead preparation of Schwab/Fidelity paperwork for an incoming/merging firm (~500?700 households)? Ensure all documentation is completed accurately and on time for the end-of-May deadline? Organize and save all materials to designated folders for Technology team distributionB. Ongoing Client Service & Operations Support (Post-Project)? Account Maintenance Support:? Handle overflow requests across the client service team (address changes, statement retrieval, beneficiary updates, etc.)? Prepare documents for Client Service Associates (CSAs) to review and deliver to clients? Client Onboarding Support:? Assist with onboarding processes and documentation for new clients? Account Opening Support:Provide operational support for new account setup and submission workflowsWe 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

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

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

The Business Analyst will apply solid understanding of the client's logistics capabilities and processes to isolate and resolve supply process/system issues, identify ways to systematically improve... More the accuracy of operational needs to set short- and long-term goals for production, capacity, and distribution, and support continuous improvement projects to drive process standardization and efficiency improvement. Some additional responsibilities will include: reviewing and owning key performance indicators, finding opportunities to improve performance and executing implementation of said improvement, modeling demand and supply efficiency scenarios to ensure the preparedness and flexibility of the supply chain, work cross functionally to ensure inputs to planning model accuracy, optimizing the network volume allocation to minimize costs while delivering extraordinary service level, and focusing on better world initiatives through minimizing miles traveled to deliver network plan. They will take the information gathered above and treat it as a "project" and present to stakeholders the issues and how they can solve. This person must be able to work 5 days onsite in St. Louis, MO.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 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 Configuration Analyst (Level 2 or Level 3) to support a highly regulated program within a closed-area, onsite environment in Boulder, CO. This role is a key driver of... More configuration and data management activities, ensuring product baselines, technical documentation, and contractual deliverables are accurately maintained and delivered on schedule.The Configuration Analyst will work cross-functionally with Program Leadership, Engineering, DevOps, Technical SMEs and the end customer to manage configuration baselines, oversee change control processes, and ensure program milestones and customer deliverables are met. This role requires strong attention to detail, technical writing capability, and the ability to operate in a fast-paced, meeting-heavy environment with high visibility to Program leadership, deliverables and milestones. This position may be filled at either a Level 2 or Level 3 based on qualifications and experience. This is a 9 month contract-to-hire supporting the prime.Pay Range: ~$75,000-140,000 annually. Exact compensation may vary based on several factors, including skills, experience, and education. Benefits eligibility on day one of employment ? Package includes medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching (vesting period applies). Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable state law.________________________________________Key Responsibilities?Support Configuration Control Boards (CCBs) and related processes, including Engineering Change Requests (ECRs), Trouble Reports (TRs), and Drawing Revision Notices (DRNs)?Process Engineering Change Proposals (ECPs) and Requests for Variance (RFVs)?Capture, manage, and audit product configuration baselines (Functional, Allocated, and Product)?Conduct configuration status accounting, audits, and data integrity scans?Prepare, manage, and deliver customer and supplier contractual deliverables (CDRLs, SDRLs, ESTRLs, DALs) in accordance with program milestones?Generate and maintain static program reporting required by the customer (non-financial)?Support Defect Review Boards (DRBs) and production/sustainment reviews?Develop, release, and verify technical data and media, ensuring proper markings and compliance?Assist with certification data packages for test events and customer engagements?Conduct peer and document reviews of classified and unclassified technical materials?Support Agile PI planning, Scrum team activities, and Jira-based workflows?Maintain configuration management plans, procedures, and support internal/external audits?Collaborate closely with Program Directors, Engineering Leadership, DevOps, and technical stakeholders?Identify opportunities to improve CM/DM processes, efficiency, and quality?Develop solutions to complex issues with minimal oversightWe 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 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