analista de negocios (business analyst - spanish)

data analyst

financial analyst

product analyst

ai enablement business analyst, senior Jobs in New York

ai enablement business analyst, senior

analista de negocios (business analyst - spanish) Jobs in New York

business analyst commercial sales

Progyny

<div>Thank you for considering Progyny!
Progyny [NASDAQ: PGNY] is a leading healthcare company and is reshaping family building by providing innovative fertility benefits to millions of people. We are hiring a Business Analyst to join the Medical Economics and Analytics team in New York City.
Our team is at the forefront of key strategic initiatives of the nation&rsquo;s leading fertility benefits management company. In this role, you&rsquo;ll advise on strategic initiatives by conducting data analysis, collaborating cross-functionally, and presenting to various internal stakeholders, including senior leadership. You will learn the nuances of fertility, dive into the complex world of healthcare analytics and contribute to meaningful changes in the way we support our members and clients.
What you'll do...<ul><li>
Analyze sales performance, pipeline health, conversion rates, and customer segments to identify growth and upsell opportunities</li><li>
Create dashboards and regular reporting to track project impact on KPIs; celebrate successes and identify &amp; address failures</li><li>
Identify opportunities for operational or strategic improvements and communicate recommendations to leadership</li><li>
Develop mastery in Excel, SQL and PowerBI to support analysis and operations of your stakeholder&rsquo;s key initiatives</li><li>
Drive cross-functional collaboration by creating developing project plans and managing stakeholders across teams including any of the following Sales, Client Success, Partnerships, Marketing, Finance and Data Engineering teams</li><li>
Support in the presentation of insights to key stakeholders (including VPs, Sales and Client Success Leaders, and C-suite)</li></ul>
About you...<ul><li>
1-3 years of relevant experience, preferably at a top-tier consulting firm or healthcare company</li><li>
Bachelor&rsquo;s degree required</li><li>
Enjoys analyzing large sets of data (30M+ rows)</li><li>
Proficiency in Excel required</li><li>
Proficiency in SQL required</li><li>
Prior experience with data visualization tools (e.g. Power BI, Cognos, Tableau, Looker) preferred</li><li>
Organized and methodical with strong attention to detail</li><li>
Demonstrated ability to be adaptive and inquisitive; natural problem solver</li><li>
Ability to work autonomously with minimal direction on multiple endeavors at once</li><li>
Driven to deliver results with the ability to establish rapport, earn trust, and effectively collaborate with others</li></ul>
Please note: This is not a digital nomad or remote international position; candidates must be based in the United States. Progyny is unable to provide visa sponsorship for this position. Candidates must be authorized to work in United States without the need for sponsorship, now or in the future.
About Progyny:
Progyny (Nasdaq: PGNY) is a global leader in women&rsquo;s health and family building solutions, trusted by the nation&rsquo;s leading employers, health plans and benefit purchasers. We envision a world where everyone can realize dreams of family and ideal health. Our outcomes prove that comprehensive, inclusive and intentionally designed solutions simultaneously benefit employers, patients and physicians.
Our benefits solution empowers patients with concierge support, coaching, education, and digital tools; provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs.
Our mission is to empower healthier, supported journeys through transformative fertility, family building and women&rsquo;s health benefits.
Headquartered in New York City, Progyny has been recognized for its leadership and growth as a TIME100 Most Influential Company, CNBC Disruptor 50, Modern Healthcare's Best Places to Work in Healthcare, Forbes' Best Employers, Financial Times Fastest Growing Companies, Inc. 5000, Inc. Power Partners, and Crain's Fast 50 for NYC. For more information, visit www.progyny.com.
Our perks:
<ul><li>Family friendly benefits: Paid family and parental leave, preconception, fertility and family building benefits (including egg freezing, IVF, and adoption support), family and pet care fund, and Parents&rsquo; Employee Affiliation Group</li><li>
Menopause and midlife care</li><li>
Health, dental, vision and life insurance options for employees and family</li><li>
Free in-person, virtual and text-based mental health and wellness support
</li><li>Paid time off, including vacation, sick leave, personal days and summer flex time</li><li>
Company equity</li><li>
Bonus program</li><li>
401(k) plan with company match</li><li>
Access to on-demand legal and financial advice</li><li>
Learning and development programs to help you grow professionally and a mentorship program</li><li>
Company social events to include annual volunteer day and donation matching</li><li>
Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office</li></ul>
In compliance with New York City's Wage Transparency Law, the annual salary [wage] range for NYC-based applicants is: $70,000 - $90,000. There are a variety of factors that go into determining a salary range, including but not limited to external market benchmark data, geographic location, and years of experience sought/required. Progyny offers a total compensation package comprised of base salary, cash bonus, and equity.
Progyny is proud to be an Equal Opportunity and Affirmative Action employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, age, genetic information, marital status, pregnancy or related condition, status as a protected veteran, criminal history consistent with legal requirements or any other basis protected by law.
If you are an individual with a disability and need assistance or an accommodation during the recruiting process, please send an e-mail to apply@progyny.com.
#LI-BG1</div>

Business Analyst, Commercial Sales

JPMorganChase

<div>JOB DESCRIPTION 
We are looking for a dynamic Junior Analyst to join our Capital Markets Advisory Desk.
Job Description
Investment Grade Finance is a product group responsible for debt origination across all sectors of J.P. Morgan&rsquo;s investment grade client base. The team syndicates a broad spectrum of transactions, including acquisition financings, liability management exercises, and various other capital-raising executions
As a Capital Markets Analyst within the Investment Grade Finance team, you will join a small group of professionals who provide unique connectivity between our investment banking and markets businesses. You will be an integral part of our Investment Grade Finance team. Your work product will be distributed to corporate clients and senior leaders of J.P. Morgan, and you will have significant exposure to senior members of the Investment Grade Finance, Leveraged Finance, Syndicate, and Sales &amp; Trading teams.
High performing individuals have historically had the opportunity to join the firm-wide investment banking analyst program in traditional Investment Grade Finance analyst roles
Job Responsibilities:<ul>
<li>Aggregating and analyzing macroeconomic and capital market data</li>
<li>Creating summary materials and thematic pieces on market conditions</li>
<li>Providing support on live transactions
</li></ul>Required Qualifications, Skills and Capabilities:
<ul><li>Strong communication and interpersonal skills</li>
<li>High attention to detail and work ethic</li>
<li>Ability to thrive in a fast-paced and high-energy environment</li>
<li>Team-oriented attitude</li>
<li>Intellectual curiosity</li>
<li>Excellent analytical and quantitative skills</li>
<li>Current students (Bachelor's or Master's) in their final year of study at a U.S. based college/university, or experienced individuals, with up to three years of professional work experience
<ul><li>Students pursuing a Ph.D., MBA, and/or JD are ineligible for the program</li>
<li>Graduation date between June 2023 and June 2026</li>
</ul></li></ul>Preferred Qualifications, Skills and Capabilities:
<ul><li>Minimum preferred cumulative GPA of 3.2 on a 4.0 scale
</li></ul>ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Investment Banking - Investment Grade Finance, Capital Markets - Analyst

Madison Energy Infrastructure

<div>
 
 The Role
 
 
 
 Madison Energy is seeking an Analyst or Senior Analyst to join our Commercial Analysis team, supporting investment decisions, financial modeling, and commercial strategy across our renewable energy portfolio. The appropriate level will be determined based on the candidate's experience and background.
 
 
 The Analyst / Senior Analyst will work closely with business development, investment, and operations teams to evaluate market opportunities, assess risk, and translate complex analysis into clear, actionable recommendations. This role is well-suited for someone who is highly analytical, detail-oriented, and eager to contribute to disciplined capital deployment in the growing renewable energy sector.
 
 
 
 Responsibilities
 
 
 
 
 Investment &amp; Market Analysis
 
 
 
 <ul>
 <li>
 Evaluate investment opportunities across renewable energy assets, including solar, wind, and energy storage
 </li>
 <li>
 Track and evaluate market rule changes, regulatory developments, and policy updates that impact project economics and investment strategy
 
 
 </li>
 </ul>
 
 Commercial &amp; Financial Modeling
 
 
 
 <ul>
 <li>
 Build, maintain, and refine financial models for renewable generation, standalone storage, and hybrid projects
 </li>
 <li>
 Support investment underwriting, project valuation, and scenario analysis using market forecasts and key commercial assumptions
 </li>
 <li>
 Perform sensitivity analyses on pricing, revenue, and cost assumptions to inform capital deployment decisions
 
 
 </li>
 </ul>
 
 Strategy &amp; Deal Support
 
 
 
 <ul>
 <li>
 Assist with diligence for project acquisitions and new development opportunities
 </li>
 <li>
 Support commercial strategy related to offtake structures, market participation, and risk management
 </li>
 <li>
 Partner with internal teams to align market and financial insights with project design, siting, and execution decisions
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Required
 
 
 
 <ul>
 <li>
 Bachelor's degree in economics, engineering, finance, mathematics, or a related quantitative field
 </li>
 <li>
 Analyst: 0&ndash;2 years of relevant experience in renewable energy, investment analysis, financial modeling, energy consulting, or a related field
 </li>
 <li>
 Senior Analyst: 2+ years of relevant experience in renewable energy, investment analysis, financial modeling, energy consulting, or a related field
 </li>
 <li>
 Strong financial modeling skills and comfort working with large datasets
 </li>
 <li>
 Advanced Excel skills; experience with Python, R, SQL, or similar analytical tools preferred
 </li>
 <li>
 Ability to synthesize complex analysis into clear, decision-oriented recommendations
 
 
 </li>
 </ul>
 
 Preferred
 
 
 
 <ul>
 <li>
 Experience with or exposure to renewable energy transactions, offtake agreements, or project finance
 </li>
 <li>
 Familiarity with U.S. wholesale electricity markets and ISO/RTO market structures
 </li>
 <li>
 Experience with market forecasting tools or vendors (e.g., Aurora, PLEXOS, Enverus, Wood Mackenzie)
 
 
 </li>
 </ul>
 
 What We Value
 
 
 
 <ul>
 <li>
 Intellectual rigor and attention to detail
 </li>
 <li>
 Ownership mentality and accountability
 </li>
 <li>
 Collaborative, cross-functional mindset
 </li>
 <li>
 Comfort operating in evolving and imperfect market environments
 </li>
 <li>
 Genuine interest in renewable energy and its role in the energy transition
 
 
 </li>
 </ul>
 
 Benefits
 
 
 
 <ul>
 <li>
 PTO and company holidays
 </li>
 <li>
 Medical, dental, vision
 </li>
 <li>
 Employer-paid short-term disability, long-term disability, life insurance
 </li>
 <li>
 401(k) and company match
 </li>
 <li>
 Professional development stipend
 </li>
 <li>
 Strong culture of collaboration, performance, and personal growth
 
 
 </li>
 </ul>
 $90,000 - $120,000 a year
 
 
 
 The actual salary offered may vary depending on job-related factors including, but not limited to knowledge, skills, experience and location.
 
 
 
 How We Work
 
 
 At Madison Energy Infrastructure, we believe in the power of clean energy infrastructure to drive real impact&mdash;for our customers, our partners, and the communities we serve. We&rsquo;ve quickly emerged as a preeminent developer, investor, and operator of distributed generation, helping organizations across sectors meet their energy goals with certainty, speed, and trust. Our robust portfolio consists of over half a gigawatt of clean energy infrastructure projects across more than 25 states.
 
 
 We&rsquo;re building a team that thrives on ownership and ambition. As we expand into direct, end-to-end services for Fortune 500 companies, public entities, and nonprofits alike, we rely on collaborative thinkers who bring structure to complexity, energy to execution, and curiosity to every challenge.
 
 
 Our environment is fast-paced and outcome-oriented&mdash;but grounded in the belief that how we work together matters as much as what we deliver. If you&rsquo;re excited to shape the future of clean energy and be part of a high-performance, high-integrity team, we&rsquo;d love to meet you.
 
 
 
 Madison Energy Infrastructure is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
 
</div>

Analyst/Senior Analyst, Commercial Analysis

Bank of America

<div>Job Description:
The Telecommunications Services, Communications Infrastructure and Communications Software team currently covers 23-listed companies across subsectors and adjacencies including large cap telecommunications, AI and wireless infrastructure and emerging communications software companies. In addition to coverage of publicly traded companies, the team regularly vets a number of private companies for potential IPOs.
The candidate for the position should be intellectually curious and have a deep desire to learn. The candidate should also have some experience with financial modeling and quantitative analysis, as well as strong verbal communication and writing skills. The ideal candidate possesses experience in telecommunications/technology research. Further, the candidate should possess experience with company modeling and have a passion for following the stock market.
The candidate will work alongside their Senior Analyst and Junior Analyst peers in all aspects, from idea generation to company meetings, including but not limited to the following:<ul><li>
Perform complex financial modeling &amp; valuation work</li><li>
Write regular industry and company reports and company launch initiations from scratch</li><li>
Develop databases integral to our research product</li><li>
Demonstrate strong industry knowledge and business judgment</li><li>
Work with Senior Analyst to develop key industry themes</li><li>
Build relationships and facilitate information flow with contacts at covered companies</li><li>
Participate and contribute to client meetings and events</li><li>
Attend meetings and interact with key opinion leaders</li><li>
Closely follow and understand market, industry and company specific activity, and relay to analyst when traveling</li><li>
Seek out new, value-added, and/or unusual sources of information</li><li>
Leverage our robust network of industry contacts</li><li>
Interact regularly with clients</li></ul>
Responsibilities:<ul><li>
Conducts analysis of financial data, news, and other information to identify opportunities and risks related to companies, industries, or financial instruments</li><li>
Attends to day-to-day sales, trading, and hedging transaction needs, responding to client inquiries, logs, and records data</li><li>
Leads and/or supports the preparation of associated financial models and written reports, which can be complex and quantitative in nature</li></ul>
Qualifications:<ul><li>
Bachelor&rsquo;s Degree or equivalent years of experience (business, economics or accounting degree preferred)</li><li>
2+ years of experience in investment banking and/or research (equity or credit, sell-side or buy-side)</li><li>
Strong writing and spreadsheet skills. Must be an expert at MS Word and MS Excel</li><li>
Along with Finance and Accounting financial modeling skills, should have strong understanding of economics, macroeconomic factors, regulatory and emerging technology trends.</li><li>
Must have strong attention to detail, ability to multi-task, and a strong work ethic</li></ul>
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Analyst/Associate: Equity Research â€“ Telecommunication, Comm Infrastructure and Comm Software

International Cosmetics & Perfumes, Inc.

<div>
 
 
 POSITION:&nbsp;
 
 Sales&nbsp;Analyst&nbsp;&nbsp;&nbsp;&nbsp;
 
 
 
 REPORTS TO:
 
 &nbsp;Manager, Business Analytics
 
 
 
 FLSA:
 
 &nbsp;Exempt&nbsp;
 
 
 
 LOCATION:
 
 &nbsp;New York, NY (hybrid)
 
 
 
 
 Welcome to Kering Beaut&eacute;&nbsp;&ndash; Established in 2023, Kering Beaut&eacute; aims to create value for the Group and its Houses. In June 2023, Kering Beaut&eacute; announced that it had signed an agreement to&nbsp;acquire&nbsp;historic high-end fragrance house Creed; founded in 1760 it is known for its distinctive collections of timeless and sophisticated perfumes, including the iconic Aventus. This acquisition&nbsp;represents&nbsp;a major step for Kering Beaut&eacute;. It perfectly complements Kering's existing&nbsp;portfolio, and&nbsp;immediately&nbsp;gives Kering Beaut&eacute; a significant presence.&nbsp;
 
 
 
 
 Kering is committed to building a diverse workforce. We believe diversity in all its forms &ndash; gender, age, nationality, culture, religious&nbsp;beliefs&nbsp;and sexual orientation &ndash; enriches the workplace. It opens opportunities for people to express their talent, both individually and collectively and it helps foster our ability to adapt to a changing world. As an Equal Opportunity Employer, we welcome and consider applications from all qualified candidates, regardless of their background. &nbsp;
 
 
 
 
 Why Work&nbsp;With&nbsp;Us? We care about our team members,&nbsp;and we offer a competitive salary of&nbsp;$64,000.00 - $80,000.00 benefits such as medical, dental, vision, 401(k), paid time off, employee discounts and much more!&nbsp;
 
 
 
 
 
 OVERVIEW:
 
 &nbsp;The Specialist, Sales Analyst,&nbsp;plays a critical role in driving business insights and decision-making through robust sales reporting and data analysis&nbsp;for the Kering Beaut&eacute; business.&nbsp;&nbsp;This position&nbsp;serves as the primary liaison with SKYPAD, our third-party business intelligence partner, and manages comprehensive sales reporting processes across North America. This includes weekly, monthly, and ad-hoc deliverables tailored to cross-functional stakeholders. The Specialist also oversees the integrity and structure of the master SKU list and supports key business functions with performance data, forecasts, and reporting solutions.&nbsp;This role is ideal for a proactive, analytical thinker with strong Excel skills, a passion for data storytelling, and the ability to thrive in a dynamic, fast-paced environment.&nbsp;&nbsp;
 
 
 
 
 
 CORE&nbsp;RESPONSIBILITIES&nbsp;&nbsp;
 
 
 
 
 Sales &amp; Performance Reporting&nbsp;
 
 
 <ul>
 <li>
 
 Weekly selling at style, store, and account channel levels; reports are automatically generated with user-defined attributes from data sourced from SKYPAD&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Daily selling from stand-alone stores and brand.com along with key KPIs such as UPT, AOV, traffic, and conversion&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Monthly stand-alone store selling by staff&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Weekly launch trackers &ndash; typically two per year&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Monthly sell-out templates for global use&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Monthly KPI reporting&nbsp;
 
 </li>
 </ul>
 
 
 
 
 Data Management &amp; SKU Maintenance&nbsp;
 
 
 <ul>
 <li>
 
 Maintenance and ownership of the Master SKU file in conjunction with SKYPAD partners&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Seasonal sell-out plan submissions by store and month&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Classification updates for SKUs &ndash; scent, item type, gender, size, etc.&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Store/field hierarchy maintenance&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Load data from select accounts that do not provide data through the app&nbsp;
 
 </li>
 </ul>
 
 
 
 
 SKYPAD Platform Management &amp; Collaboration&nbsp;
 
 
 <ul>
 <li>
 
 Bi-weekly calls with SKYPAD&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Surface reporting issues or errors in the app that require correction&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Manage new reporting enhancements and initiatives with SKYPAD, ensuring deliverables are received on time&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Act as a subject matter expert on SKYPAD &ndash; assist Field Sales members and periodically host training sessions on the platform&nbsp;
 
 </li>
 </ul>
 
 
 
 
 Ad-Hoc Analysis &amp; Special Projects&nbsp;
 
 
 <ul>
 <li>
 
 Prepare ad-hoc analysis and support special projects as required&nbsp;
 
 </li>
 </ul>
 
 
 
 
 REQUIREMENTS&nbsp;
 
 
 <ul>
 <li>
 
 Bachelor&rsquo;s Degree in Business, Finance, Analytics, or a related field.&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Minimum of 0-2 years of experience in a data-focused role, ideally within retail, beauty, or consumer goods.&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Proficiency in Microsoft Excel (including VLOOKUP, INDEX MATCH, SUMIF, Pivot Tables).&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Strong analytical mindset with the ability to synthesize data into actionable insights.&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Effective&nbsp;communicator capable of presenting complex information to both technical and non-technical audiences.&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Highly organized and detail-oriented with excellent project management skills.&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Demonstrated ability to work independently and collaboratively in a high-growth, entrepreneurial environment.&nbsp;
 
 </li>
 </ul>
 <ul>
 <li>
 
 Comfortable working with a small team and willing to take on new challenges/opportunities as they arise&nbsp;
 
 </li>
 </ul>
 
 
 
 
 
 
</div>

Sales Analyst

New Millenium Consulting

<div>
 
 Job Title: Jr Capital Markets Analyst (Bloomberg)
 
 
 Job location: New York, New York (hybrid- (3 days onsite)
 
 
 Job Type: Contract W-2
 
 
 1-3 years experience
 
 
 Training will be provided for the right candidate
 
 
 Knowledge of Swaps/Options/derivatives a huge plus
 
 
 
 
 
 A global bank is seeking an Jr Capital Markets Analyst. Jr Capital Markets Analyst Analyst will be training to managing access rights for external clients across 12 electronic trading platforms and internal tools, facilitating transactions with Trading desks in the Forex and Fixed Income markets on a global scale (Europe, Asia, Americas).
 
 
 
 
 
 Key responsibilities include creating and deactivating user accounts for asset managers, adjusting pricing tiers on products, and modifying sales associate links to clients. The position also entails integrating and supporting new platforms, collaborating on the development of internal tools, managing the creation and deletion of books, and ensuring the maintenance of statistical files.
 
 
 Essential Duties and Responsibilities:
 
 
 
 
 
 Manage the access rights of external clients on the electronic trading platforms (12 platforms) and internal tools, so they can conduct transactions with the Trading desks, in the areas of Forex (currency market) &amp; Fixed Income (bond market for Rates/Credit products), and at a global level (Europe, Asia, Americas);
 
 
 Create and deactivate user/client accounts for asset managers;
 
 
 Add and modify tiering (pricing levels offered) on products;
 
 
 Add and modify sales associates linked to clients;
 
 
 Integrate and support new platforms in the tools, as well as collaborate on the development of internal tools;
 
 
 Manage the creation and deletion of books;
 
 
 Ensure the maintenance of statistical files.
 
 
 
 
 
 
 Skills: Requirements:
 
 
 
 
 
 
 Proven experience in managing user access and permissions on electronic trading platforms or similar systems.
 
 
 Strong understanding of client account management, including the creation and deactivation of user accounts.
 
 
 Experience in modifying pricing tiers and managing sales associate linkages to clients.
 
 
 Technical proficiency in integrating new platforms and supporting internal tool development.
 
 
 Ability to manage the creation and deletion of books and maintain statistical files accurately.
 
 
 Excellent attention to detail and strong organizational skills.
 
 
 Effective communication and collaboration skills to work with internal teams and external clients.
 
 
 Proficient in using Microsoft Office Suite (Excel, Word, PowerPoint) and other relevant software tools.
 
 
 Ability to work independently and manage multiple tasks in a fast-paced environment.
 
 
 Nice to have but not required: Familiarity with Forex and Fixed Income markets, including Rates and Credit products.
 
 
 Education:
 
 
 Min - Bachelor's of Science Degree in Computer Science/Information Technology, Economics, or Finance
 
</div>

Jr Capital Markets Analyst

Covr Financial Technologies

<div></div><div><div>Product Specialist/Business Analyst</div>
REPORTS TO: CITO 
DEPARTMENT: R&amp;D 
FLSA STATUS: Exempt 
WORK SCHEDULE: M-F, may need to flex times due to business needs 
LOCATION: New York, NY: Hybrid (3 days onsite/2 days remote) 
 
COMPANY OVERVIEW: 
 
Optifino/Covr is a digital BGA built to simplify the permanent life insurance experience. Today, case design is fragmented, manual, and opaque. Advisors toggle between carrier systems, spreadsheets, and presentations&mdash;often taking days or weeks to arrive at an answer. We replace that with a unified, AI-powered platform that enables: 
<ul><li>Case design in minutes, not days</li><li>Side-by-side comparisons across carriers</li><li>Ongoing policy optimization and professional review</li></ul>
Our goal is straightforward: 
<ul><li>Help advisors deliver better outcomes for clients with less friction</li></ul> 

JOB SUMMARY: 
The Product Specialist/Business Analyst will be a hands-on role for someone who wants to be close to both the product and the customer. You will demo the platform, train users, and help shape how the product evolves based on real-world feedback. 
 
This role is best suited for someone with experience in fintech or financial services who has worked directly with customers. 
 
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES: 
Product demos and client onboarding<ul><li>
Lead live demos of the Optifino platform for prospective users</li><li>
Clearly explain complex insurance workflows in a simple, structured way</li><li>
Train new customers across:</li><li>
Case design</li><li>
Policy comparison</li><li>
Professional review workflows</li><li>
Serve as a hands-on resource for advisors adopting the platform</li></ul>
Product feedback and AI interface development<ul><li>
Work closely with engineering to improve our AI-driven interface</li><li>
Provide structured feedback based on:</li><li>
Your own usage</li><li>
Customer interactions during demos and onboarding</li><li>
Interview advisors and sales partners to identify friction points and opportunities</li><li>
Translate qualitative feedback into clear, actionable product insights</li></ul>
Analytical and operational support<ul><li>
Support ad hoc analysis across:</li><li>
Client cases</li><li>
Platform usage</li><li>
Internal initiatives</li><li>
Help identify trends, inefficiencies, and opportunities</li></ul> 

Content and knowledge library development<ul><li>
Curate and expand our internal and client-facing content library</li><li>
Source relevant:</li><li>
Articles</li><li>
Planning strategies</li><li>
Industry thought pieces</li><li>
Help ensure advisors have access to high-quality, actionable content</li><li>
Perform other projects and duties as assigned.</li></ul> 

JOB SPECIFICATION/QUALIFICATIONS: 
Required Education and Experience:<ul><li>
2&ndash;5 years of experience in:<ul><li>
Fintech, insurtech, or a related financial services environment</li></ul></li><li>
Experience:<ul><li>
Running product demos and onboarding users</li><li>
Working directly with customers in a sales or solutions-oriented role</li></ul></li><li>
Bachelor&rsquo;s degree in:<ul><li>
Finance, Mathematics, Engineering, Business, or a related field</li></ul></li><li>
Ability to simplify complex concepts, especially in insurance or financial products</li><li>
Comfort working across product, engineering, and sales</li><li>
Demonstrate strong analytical skills, problem-solving, and critical thinking</li><li>
High ownership and flexibility in a fast-moving environment
</li><li>Possess solid understanding of SLAs, call queues, customer retention strategy, margins, and how to effectively drive results through improvements</li><li>
Excellent written and verbal communication skills, with an ability to clearly communicate complex information</li><li>
Excellent planning, organization and problem identification skills, with high attention to detail</li><li>
Willingness to work in-office in New York City at least three days per week</li></ul>
BENEFITS PACKAGE: 
We offer a competitive benefits package:
<ul><li>Paid Time Off (PTO): 3 weeks to start, increasing with years of service</li><li>
Paid holiday&rsquo;s &ndash; 11 days</li><li>
Medical, Dental and Vision &ndash; 80% of monthly premium paid by Covr for all full-time employees</li><li>
Adult and child orthodontia</li><li>
Health Savings Account (HSA) with quarterly company contributions</li><li>
Short-Term and Long-Term Disability</li><li>
Pet insurance for cats and dogs!</li><li>
Company paid Life and AD&amp;D insurance for all full-time employees.</li><li>
Supplemental Life and AD&amp;D insurance up to 5x&rsquo;s salary for employee</li><li>
Supplemental Life and AD&amp; D plans offered for spouse and dependents</li><li>
Flexible Spending Accounts (FSAs): medical, dependent, parking and transit</li></ul> 

Covr is an equal opportunity employer and values diversity in our workforce. We encourage applications from all qualified individuals, including those with diverse backgrounds and those with disabilities. Please note that we do not provide immigration sponsorship for this position. 

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Product Specialist/Business Analyst

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