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Sotheby's

<div>
 <strong>
  About Sotheby's
  <br/>
  <br/>
 </strong>
 Established in 1744, Sotheby&rsquo;s is the world&rsquo;s premier destination for art and luxury. Sotheby&rsquo;s promotes access to and ownership of exceptional art and luxury objects through auctions and buy-now channels including private sales, e-commerce and retail. Our trusted global marketplace is supported by an industry-leading technology platform and a network of specialists spanning 40 countries and 70 categories which include Contemporary Art, Modern and Impressionist Art, Old Masters, Chinese Works of Art, Jewelry, Watches, Wine and Spirits, and Design, as well as collectible cars and real estate. Sotheby&rsquo;s believes in the transformative power of art and culture and is committed to making our industries more inclusive, sustainable and collaborative.
 <br/>
 <br/>
 <strong>
  THE ROLE
  <br/>
  <br/>
 </strong>
 This role exists to uncover insights from customer and transactional data that drive acquisition, engagement, and retention across Sotheby&rsquo;s global audience. The successful candidate will transform data into clear, compelling narratives that inform marketing strategy and deepen client relationships.
 <br/>
 <br/>
 The
 <strong>
  CRM Analyst
 </strong>
 will be the go-to partner for customer insight and analytics within the Growth Marketing team. You will own a diverse set of analyses and dashboards across email, CRM, CDP, and customer journey data &mdash; helping shape personalization, segmentation, and lifecycle marketing initiatives.
 <br/>
 <br/>
 You&rsquo;ll use your technical expertise in
 <strong>
  SQL, Snowflake, Tableau, Segment CDP, and Adobe Analytics
 </strong>
 to connect raw data to meaningful marketing outcomes. This includes measuring campaign performance, designing A/B tests, building segmentation frameworks, and visualizing trends to guide strategic decisions.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Partner with CRM and Marketing teams to analyze customer engagement and lifecycle performance, uncovering insights that drive personalization and retention.
  </li>
  <li>
   Design and interpret A/B and multivariate tests to optimize campaign effectiveness (content, frequency, targeting, and timing).
  </li>
  <li>
   Build and maintain Tableau dashboards that visualize KPIs, campaign performance, and customer journey trends across channels.
  </li>
  <li>
   Collaborate with Data and Engineering teams to ensure Segment CDP, Snowflake, and Adobe Analytics data are reliable and actionable for marketing use.
  </li>
  <li>
   Develop advanced segmentation and audience strategies based on behavior, demographics, and transactional data.
  </li>
  <li>
   Communicate insights and recommendations to senior leadership through compelling storytelling and visualization &mdash; connecting data to marketing impact.
  </li>
  <li>
   Support the development of CRM and email health models to track deliverability, engagement, and conversion performance.
  </li>
  <li>
   Partner cross-functionally with Product, Business Operations, and Finance to measure marketing&rsquo;s contribution to customer growth and revenue.
  </li>
  <li>
   Proactively identify trends and opportunities to improve campaign performance and customer retention.
  </li>
  <li>
   Ensure data accuracy and maintain consistent definitions of KPIs across teams.
  </li>
  <li>
   Build strong relationships across departments, translating complex analytical findings into clear business recommendations.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Business, Marketing, Statistics, or a related field, and 4+ years of experience in CRM, marketing analytics, or customer insights.
  </li>
  <li>
   Hands-on expertise in SQL (Snowflake), Tableau, and Excel; comfortable working with large and complex datasets.
  </li>
  <li>
   Experience with Adobe Analytics and Segment CDP (or similar marketing data platforms).
  </li>
  <li>
   Deep understanding of email marketing, customer segmentation, personalization, and lifecycle optimization.
  </li>
  <li>
   Strong grasp of A/B testing design, incrementality measurement, and marketing attribution approaches.
  </li>
  <li>
   Excellent communication and storytelling skills &mdash; ability to translate data into insight for both marketing and executive audiences.
  </li>
  <li>
   Skilled at data visualization and presentation (PowerPoint proficiency preferred).
  </li>
  <li>
   Ability to thrive in a fast-paced, agile environment with shifting priorities.
  </li>
  <li>
   Strong sense of ownership, organization, and accountability across multiple concurrent projects.
  </li>
  <li>
   Familiarity with Marketing Mix Models or predictive modeling frameworks is a plus.
  </li>
  <li>
   Experience with enterprise analytics tools such as Adobe Analytics or Google Analytics.
  </li>
  <li>
   Ability to work onsite 2 days per week (Tue/Thu).
  </li>
  <li>
   Sponsorship not available for this role.
   <br/>
   <br/>
  </li>
 </ul>
 The proposed base salary for this position ranges from $130,000-$150,000. In addition to base salary successful candidates are eligible to receive a discretionary bonus, as well as a competitive benefits package. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered.
 <br/>
 <br/>
 To view our
 <strong>
  Candidate Privacy Notice
 </strong>
 for the US, please
 <strong>
  click here
 </strong>
 <strong>
  .
  <br/>
  <br/>
 </strong>
 To view our
 <strong>
  Candidate Privacy Notice
 </strong>
 for the UK, Hong Kong, France and Switzerland, please
 <strong>
  click here
 </strong>
 <strong>
  .
  <br/>
  <br/>
 </strong>
 <strong>
  <em>
   The Company is an equal opportunity employer and considers all applicants for employment without regard to race (including, without limitation, traits historically associated with race, such as natural hair, hair texture, and protective and treated or untreated hairstyles), color, creed, religion, sex, sexual orientation, marital or civil partnership/union status, national origin, age, disability, pregnancy, genetic predisposition, genetic information, reproductive health decision, sexual orientation, gender identity or expression, alienage or citizenship status, domestic violence victim status, military or veteran status, or any other characteristic protected by federal, state/province or local law. The Company complies with applicable state and local laws prohibiting discrimination in employment in every jurisdiction in which it operates.
  </em>
 </strong>
</div>


CRM Data Analyst

<div>
 We are offering an exciting opportunity for a detail-oriented and analytical Business Intelligence Analyst to join our team in our New York City office. This role requires a blend of technical expertise, business acumen, and the ability to work collaboratively with cross-functional teams.
 <br/>
 <br/>
 <em>
  H&amp;H is a nationally recognized, full-service infrastructure engineering firm delivering innovative solutions that move communities forward. With more than 139 years of experience and over 600 professionals across 32 offices nationwide, we combine deep technical expertise with the agility of a privately owned firm. From planning and design through construction, we manage the full project life cycle while continually advancing our capabilities, strengthening our national presence, and investing in the people who power our growth. At H&amp;H, you'll join a firm that is building on its legacy by aligning expertise, expanding opportunity, and positioning itself for long-term, sustainable growth.
  <br/>
  <br/>
 </em>
 <strong>
  Responsibilities
  <br/>
  <br/>
  <br/>
 </strong>
 <strong>
  Data Analysis and Reporting:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Collect, process, and analyze large datasets from sources such as project management software, financial systems, and CRM/ERP tools
  </li>
  <li>
   Develop and maintain dashboards, reports, and visualizations to enhance business performance insights
  </li>
  <li>
   Create process flows and automate analytics
  </li>
  <li>
   Build API interfaces between operational and analytics platforms
  </li>
  <li>
   Identify trends, patterns, and anomalies in data, and communicate findings to management
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Data Management:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Develop data marts and associative data models
  </li>
  <li>
   Conduct data forensics to resolve data governance issues
  </li>
  <li>
   Participate in data governance activities
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  BI Tools and Systems:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Utilize BI tools (e.g., QLIK, Talend, Power BI, Tableau, SQL) to create and maintain data models, dashboards, and reports
  </li>
  <li>
   Ensure data accuracy and integrity through data governance and regular audits
  </li>
  <li>
   Stay updated on the latest BI tools and technologies to enhance reporting and analytics capabilities
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Collaboration with Teams:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Collaborate with engineering and finance teams to understand data needs and deliver insights for project planning and optimization
  </li>
  <li>
   Align BI efforts with strategic goals by working with finance, operations, and management teams
  </li>
  <li>
   Provide training and support for end-users on BI tools and reporting processes
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Strategic Planning and Decision Support:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Provide data-driven insights and recommendations in strategic planning sessions
  </li>
  <li>
   Analyze market trends, client data, and project performance metrics to support business development
  </li>
  <li>
   Develop KPIs and metrics to monitor and enhance business performance
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's degree in Business Analytics, Data Science, Engineering, Computer Science, or a related field
  </li>
  <li>
   Master's degree (preferred)
  </li>
  <li>
   Minimum of three to five years of experience in business intelligence, data analysis, or a similar role (engineering consulting or related industry)
  </li>
  <li>
   Experience with BI tools (e.g.,QLIK, Power BI, SQL) and data modeling techniques
  </li>
  <li>
   Experience with Deltek Vantagepoint (preferred)
  </li>
  <li>
   Proficient in SQL and experience with data warehousing concepts
  </li>
  <li>
   Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights
  </li>
  <li>
   Excellent communication skills, both written and verbal, with the ability to present findings to non-technical stakeholders
  </li>
  <li>
   Ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environment
  </li>
  <li>
   Relevant certifications (e.g., Microsoft Certified: Data Analyst Associate) (preferred)
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Preferred Attributes
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Understanding engineering project management methodologies and tools
  </li>
  <li>
   Experience working in a consulting environment with exposure to various industries
  </li>
  <li>
   Proactive, self-motivated, and detail oriented
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 Salary Range- $80,000-$100,000 annually. Salary commensurate with experience.
 <br/>
 <br/>
 We offer a professional work environment, competitive salary, benefits package and 401(k).
 <br/>
 <br/>
 EOE M/F/ DISABILITY/VETS
</div>


Business Intelligence Analyst

Harlem Children's Zone

<div><p>Harlem Children&rsquo;s Zone (HCZ) &mdash; a world-renowned education and poverty-fighting organization based in New York &mdash; seeks an enthusiastic, dedicated, and mission-aligned Senior Salesforce Analyst for the Research and Evaluation Department.</p><p></p><p>
The <b>Senior Salesforce Analyst</b> will bring a passion for the mission of Harlem Children&rsquo;s Zone: break the cycle of intergenerational poverty with comprehensive, on-the-ground programming that builds up opportunities for children and families to thrive in school, work, and life.</p><p></p><p><br>
Harlem Children's Zone seeks a <b>Senior Salesforce Analyst</b> to join our Data Science team within the Research and Evaluation Department, reporting to the Director of Data Science. As a crucial team member, you will play a key role in shaping our Salesforce strategy, providing technical expertise, and ensuring the long-term success of our Salesforce instance. The ideal candidate is a forward-thinking individual with a solid technical background and experience in Salesforce administration and project management.
</p><p></p><p>For more information, check out Want to Work at Harlem Children&rsquo;s Zone. Here&rsquo;s 7 Things You Need to Know.</p><b><br>
Requirements</b><br>
<ul><li>
A bachelor's degree in Business Administration, Information Systems, Computer Science, or a combination of relevant education and equivalent professional experience.</li><li>
Minimum of 5+ years of experience in Salesforce administration and development, with experience creating and implementing Salesforce data strategy, preferably at a non-profit organization.</li><li>
Salesforce Apex Certification
</li></ul><p></p><b>Who You Are</b><ul><li>
Deep experience with Nonprofit Success Pack (NPSP) (required), Education Cloud, Marketing Cloud, Analytics Cloud, and Tableau CRM/Einstein Analytics.</li><li>
Expert-level knowledge of current Salesforce features, roadmap, and emerging technologies.</li><li>
Advanced proficiency in creating complex flows, process automation, and workflow optimization; strong knowledge of Apex, SOQL, and Lightning Platform development.</li><li>
Experience with Salesforce implementation; familiarity with data modeling and object-oriented design.
</li><li>Proven track record in data analysis, reporting, and dashboard creation with a focus on actionable insights.</li><li>
Strong project management and stakeholder management skills with the ability to lead cross-functional initiatives.</li><li>
Excellent communication skills for both technical and non-technical audiences, and a collaborative mindset.</li><li>
Strategic mindset with the ability to align technology solutions with organizational objectives and long-term vision.</li></ul><p></p><b>
What You&rsquo;ll Do</b><ul><li>
Develop and communicate a strategic vision for HCZ&rsquo;s Salesforce architecture.</li><li>
Design and implement scalable and efficient solutions to address business needs, aligning with industry best practices and HCZ&rsquo;s mission, values, and goals, in collaboration with the Salesforce Administrator and internal/external stakeholders. Solutions should be oriented towards increasing automation, easing data entry, improving data quality, and reducing data storage.</li><li>
Utilize expertise in Salesforce administration, Apex, flows, and database management to implement and customize Salesforce solutions.</li><li>
Manage and lead complex projects related to Salesforce, from planning and execution to monitoring and closure.</li><li>
Collaborate with department heads and cross-functional teams to identify project requirements, scope, and timelines.</li><li>
Ensure compliance with data privacy and security policies, including adherence to industry best practices, in collaboration with the Salesforce Administrator.</li><li>
Evaluate, select, and manage relationships with third-party vendors and integration tools in collaboration with the Director of Data Science and support their integration into the Salesforce environment.</li><li>
Provide technical mentorship and guidance to Salesforce Administrator and junior team members.</li><li>
Develop training materials and conduct knowledge transfer sessions.</li><li>
Stay current with Salesforce releases and industry best practices, sharing insights with the broader organization.</li><li>
Support day-to-day Salesforce administration tasks as needed, ensuring seamless operations.</li></ul><p></p><b>
Schedule</b><ul><li>
Monday through Friday, 9 AM - 5 PM
</li><li>Hybrid (3 days in the office, 2 days remote)</li><li>
This is an exempt, full-time position under applicable wage and hourly laws</li></ul><p></p><b><br>
Benefits</b><p><br>
As a member of the Harlem Children's Zone team, you will join a supportive and inclusive community dedicated to helping the Evaluation Department thrive. We offer highly competitive salaries, a comprehensive benefits package, and growth opportunities.</p><p>
Our exceptional full-time benefits include:</p><ul><li>
Highly competitive base salaries</li><li>
Paid time off</li><li>
Employee referral bonus</li><li>
Career Advancement</li><li>
No-cost health insurance</li><li>
Life Insurance</li><li>
Short-and long-term disability</li><li>
Additional voluntary benefits</li><li>
Wellness discounts</li><li>
Commuter benefits</li><li>
Financial wellness perks</li><li>
Additional Benefits (Discounts on flights, hotels, theme parks, concert tickets, and more.)</li></ul><p></p><p>
The salary range for this position is $85,000-$95,000 per year. To be considered, interested applicants should apply directly through the posting. No telephone inquiries or recruiters, please. Replies will only be sent to qualified applicants. Harlem Children's Zone and Promise Academy Charter Schools are unable to provide employment visa sponsorship for this position.</p></div>

Senior Salesforce Analyst

Capgemini

<div><div><div><p>New York</p><div>
Salesforce Technology Analyst</div><p>
</p></div></div><p></p><div><div><div><div><div><p>
Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you&rsquo;d like, where you&rsquo;ll be supported and inspired by a collaborative community of colleagues around the world, and where you&rsquo;ll be able to reimagine what&rsquo;s possible. Join us and help the world&rsquo;s leading organizations unlock the value of technology and build a more sustainable, more inclusive world.</p><div><div><div><div>
Job Description:</div></div><div><div><p>
Role Overview</p><p>
We are seeking a Salesforce Technology Analyst to support enterprise CRM initiatives through business, system, and data analysis. This role partners closely with business, compliance, and technology teams to translate complex requirements into scalable, well-documented Salesforce solutions.</p><p>
The ideal candidate has strong analytical skills, hands-on Salesforce functional knowledge, and proven experience working in Agile delivery environments within regulated or enterprise settings.</p><p></p><p>
Key Responsibilities</p><ul><li>
Analyze business, system, and data requirements and translate them into actionable Salesforce and CRM solutions</li><li>
Partner with business, compliance, and technology stakeholders to document current and future-state processes</li><li>
Develop and maintain detailed artifacts including user stories, process flows, data mappings, and functional specifications</li><li>
Support Agile delivery by managing user stories, backlog refinement, sprint activities, and documentation using JIRA and Confluence</li><li>
Identify opportunities for automation, workflow optimization, and system integration to improve operational efficiency</li><li>
Validate solutions through UAT support, stakeholder walkthroughs, and release coordination</li><li>
Present findings, recommendations, and solution designs to business and technical audiences</li><li>
Maintain accurate documentation of system configurations and application states</li><li>
Stay current with Salesforce platform features, best practices, and emerging technologies</li></ul><p></p><p>
Required Qualifications</p><ul><li>
Bachelor&rsquo;s degree in Computer Science, Information Systems, Engineering, or a related field</li><li>
5+ years of experience in business analysis, systems analysis, data analysis, or technical analysis</li><li>
Hands-on experience with Salesforce or CRM platforms, including understanding of:<ul><li>
Configuration concepts</li><li>
Data structures and objects</li><li>
Workflows and automation</li><li>
Reporting and dashboards</li></ul></li><li>
Experience working in Agile environments using JIRA and Confluence</li><li>
Strong stakeholder management, communication, and documentation skills</li><li>
Proven ability to work independently and manage multiple priorities</li><li>
Proficiency in Microsoft Excel, including pivot tables and data analysis</li></ul><p></p><p>
Preferred Qualifications</p><ul><li>
Salesforce Certified Platform Administrator</li><li>
Salesforce Certified Sales Cloud Consultant</li><li>
Experience in financial services or other regulated environments</li></ul></div></div></div></div><p>
The base compensation range for this role in the posted location is: $100,000 - $118,000/ yearly</p><p>
Capgemini provides compensation range information in accordance with applicable national, state, provincial, and local pay transparency laws. The base compensation range listed for this position reflects the minimum and maximum target compensation Capgemini, in good faith, believes it may pay for the role at the time of this posting. This range may be subject to change as permitted by law.</p><p>
The actual compensation offered to any candidate may fall outside of the posted range and will be determined based on multiple factors legally permitted in the applicable jurisdiction.</p><p>
These may include, but are not limited to: Geographic location, Education and qualifications, Certifications and licenses, Relevant experience and skills, Seniority and performance, Market and business consideration, Internal pay equity.</p><p>
It is not typical for candidates to be hired at or near the top of the posted compensation range.</p><p>
In addition to base salary, this role may be eligible for additional compensation such as variable incentives, bonuses, or commissions, depending on the position and applicable laws.</p><p>
</p><p>Capgemini offers a comprehensive, non-negotiable benefits package to all regular, full-time employees. In the U.S. and Canada, available benefits are determined by local policy and eligibility and may include:
</p><ul><li>Paid time off based on employee grade (A-F), defined by policy: Vacation: 12-25 days, depending on grade, Company paid holidays, Personal Days, Sick Leave</li></ul><ul><li>
Medical, dental, and vision coverage (or provincial healthcare coordination in Canada)</li><li>
Retirement savings plans (e.g., 401(k) in the U.S., RRSP in Canada)</li><li>
Life and disability insurance</li><li>
Employee assistance programs</li><li>
Other benefits as provided by local policy and eligibility</li></ul><p>
Important Notice: Compensation (including bonuses, commissions, or other forms of incentive pay) is not considered earned, vested, or payable until it becomes due under the terms of applicable plans or agreements and is subject to Capgemini&rsquo;s discretion, consistent with applicable laws. The Company reserves the right to amend or withdraw compensation programs at any time, within the limits of applicable legislation.</p><p>
</p><p>Disclaimers</p><p>
Capgemini is an Equal Opportunity Employer encouraging inclusion in the workplace. Capgemini also participates in the Partnership Accreditation in Indigenous Relations (PAIR) program which supports meaningful engagement with Indigenous communities across Canada by promoting fairness, accessibility, inclusion and respect. We value the rich cultural heritage and contributions of Indigenous Peoples and actively work to create a welcoming and respectful environment. All qualified applicants will receive consideration for employment without regard to race, national origin, gender identity/expression, age, religion, disability, sexual orientation, genetics, veteran status, marital status or any other characteristic protected by law.</p><p>
This is a general description of the Duties, Responsibilities and Qualifications required for this position. Physical, mental, sensory or environmental demands may be referenced in an attempt to communicate the manner in which this position traditionally is performed. Whenever necessary to provide individuals with disabilities an equal employment opportunity, Capgemini will consider reasonable accommodations that might involve varying job requirements and/or changing the way this job is performed, provided that such accommodation does not pose an undue hardship. Capgemini is committed to providing reasonable accommodation during our recruitment process. If you need assistance or accommodation, please reach out to your recruiting contact.</p><p>
Please be aware that Capgemini may capture your image (video or screenshot) during the interview process and that image may be used for verification, including during the hiring and onboarding process.</p><p></p><p><br>
</p><p>Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.</p><p>
</p></div></div><div><div><div><div><div>Ref. code</div><div>
422493-en_US</div></div><div><div>
Posted on</div><div>
28 Feb 2026</div></div><div><div>
Experience level</div><div>
Experienced Professionals</div></div><div><div>
Contract type</div><div>
Permanent</div></div><div><div>
Location</div><div>
New York</div></div><div><div>
Business unit</div><div>
FS</div></div><div><div>
Brand</div><div>
Capgemini</div></div><div><div>
Professional communities</div><div>
Software Engineering</div></div></div></div></div></div></div></div></div><p></p>

Salesforce Technology Analyst

Lenox Advisors

<div>
 <p>
  PORTF014590_4
 </p>
 <p>
  <strong>
   Who We Are
  </strong>
 </p>
 <p>
  Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a multiple Best Places to Work award winner in Business Insurance. We&rsquo;re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Summary
  </strong>
 </p>
 <p>
  The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client&rsquo;s current portfolio, reviewing wealth management analyses, and making asset allocation recommendations. The Portfolio Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due diligence on specific investment choices and vendors. One of the main purposes of this role is to give Asset Managers and Advisors (Relationship Managers) valuable analysis and insights into prospects and existing client portfolios in order to assist in pitches and reviews via our portfolio analysis and planning software. The analyst therefore plays a valuable role in indirectly gathering assets and maintaining healthy client relationships. They provide value to the client through their work in establishing appropriate asset allocations and identifying weaknesses and or strengths in their investment portfolios (whether they are invested with us or not). In addition, the Portfolio Analyst is the main point of contact for operationalizing our analysis and due diligence software while providing secondary coverage to managed and brokerage portfolio trades. This role requires keen attention to detail and must be comfortable speaking to internal and external clients. In this capacity, the analyst is responsible for trade execution and trade strategy. The role also requires maintaining and updating software and programs used by the asset management team.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Must live near one of the following Lenox offices:
 </p>
 <p>
  <br/>
 </p>
 <p>
  Pleasant Hill, CA
 </p>
 <p>
  Los Angeles, CA
 </p>
 <p>
  Stamford, CT
 </p>
 <p>
  Chicago, IL
 </p>
 <p>
  New York, NY
 </p>
 <p>
  Springfield, MA
 </p>
 <p>
  Hunt Valley, MD
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Accountabilities
  </strong>
 </p>
 <ul>
  <li>
   Participating member of the firm&rsquo;s Investment Committee
  </li>
  <li>
   Participating member of the firm&rsquo;s Annuity Committee
  </li>
  <li>
   Participating member of the firm&rsquo;s Complex Product Committee
  </li>
  <li>
   Contributing member of large (up to 150 participants) market update and training calls
  </li>
  <li>
   Analyzes performance, style, and risk measures for investment portfolios.
  </li>
  <li>
   Reviews client&rsquo;s account(s) and prepares portfolio reviews at the request of Relationship Managers and Asset Managers. This includes portfolio review, portfolio observation write-ups, reinvestment analysis to show before and after strategy implementation and Monte Carlo simulations.
  </li>
  <li>
   Recommends manager selections within managed accounts and variable annuities
  </li>
  <li>
   Evaluates client&rsquo;s outside accounts to make proper asset allocation recommendations
  </li>
  <li>
   Uses software tools to analyze clients&rsquo; outside accounts and current portfolio for proper allocation recommendations. Software tools include, Y:Charts, Right Capital, eMoney, Excel, Morningstar Annuity, Envestnet and Tamarac
  </li>
  <li>
   Fidelity Institutional Trading platforms (Wealthscape). Security, Debt &amp; Fund order entry
  </li>
  <li>
   Create &ldquo;portfolio observations&rdquo; for clients that bullet point questionable investment strategies within their overall portfolio and recommendations to better suit clients investment objective
  </li>
  <li>
   Performs due diligence on portfolio managers available within our broker/dealer to decide which will best fit the client&rsquo;s needs and documents all due diligence conversations of the IC
  </li>
  <li>
   Keeps abreast of current market conditions and changes through vendor conference calls and market outlooks
  </li>
  <li>
   Provides analysis of new and existing vendors and reviews possible software and technology enhancements
  </li>
  <li>
   Continuously maintain and update software in order that data consistently stays up to date with ever-changing market environments. Coordinate research and delivery of annual updates to capital market assumptions from Lenox Asset Management Committee and various external analyst desks, ensuring that data is then updated across platforms
  </li>
  <li>
   Assists Sr. Analysts, SVP of Asset Management, and Operations on special projects
  </li>
  <li>
   Act as one of the firm&rsquo;s lead traders for unmanaged full-service brokerage accounts, while consistently maintaining managed trading readiness
  </li>
  <li>
   Maintain and update strategic model portfolios in Right Capital, rooted in firm&rsquo;s capital market assumptions
  </li>
  <li>
   Provide ongoing support to newly developed investment and variable annuity solutions.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Competencies
  </strong>
 </p>
 <p>
  Required Knowledge
 </p>
 <ul>
  <li>
   Experienced with broad asset class categories such as equity, fixed income and alternative investments
  </li>
  <li>
   Experienced with broad range of investment vehicles: open and closed ended funds, private offerings, process and event driven alternatives, and separately managed accounts
  </li>
  <li>
   Knowledge of applicable industry regulation and practices and competitors
  </li>
  <li>
   Writing and delivering attribution analyses
  </li>
  <li>
   Ability to converse directly on capital markets and economic fundamentals
  </li>
  <li>
   Experienced with due diligence reviews of money manager solutions
  </li>
  <li>
   Variable annuity solutions and optional riders
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Required Skills/Abilities
  </strong>
 </p>
 <ul>
  <li>
   Advanced time management skills
  </li>
  <li>
   Understanding of the regulatory regime (SEC, FINRA, DOL, IRS) which covers the business enterprise
  </li>
  <li>
   Able to think strategically and ask probing questions with confidence
  </li>
  <li>
   Excellent listening, communication and presentation skills
  </li>
  <li>
   Documentation skills and note taking acumen
  </li>
  <li>
   Willingness to be mentored by multiple parties in leadership and client portfolio management
  </li>
  <li>
   Prior experience with portfolio accounting, order or trading, billing, compliance, reporting, performance or CRM systems
  </li>
  <li>
   Recommend improvements to systems that drive operational efficiencies
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Required Behaviors/Attitudes
 </p>
 <ul>
  <li>
   Possess an intellectual curiosity about the capital markets and economy
  </li>
  <li>
   Fosters atmosphere of learning
  </li>
  <li>
   Possess an intellectual curiosity about the business
  </li>
  <li>
   High degree of organizational skills
  </li>
  <li>
   Understanding dependencies and project sequencing
  </li>
  <li>
   Results, delivery oriented
  </li>
  <li>
   Possesses a guardian instinct; protect the firm
  </li>
  <li>
   Communication is crisp, flat and often
  </li>
  <li>
   Team oriented; Demonstrates a service attitude
  </li>
  <li>
   Collaborative work style and commitment to get the job done
  </li>
  <li>
   Maintaining positive working environment
  </li>
  <li>
   Proactive; Self-Starter
  </li>
  <li>
   Demonstrates a service attitude
  </li>
  <li>
   Strives for Operational excellence
  </li>
  <li>
   Drive mindset that change is our competitive advantage
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Education/Experience/License Requirements:
  </strong>
 </p>
 <ul>
  <li>
   4-year college degree
  </li>
  <li>
   5 years of broad financial services background or general portfolio management experience
  </li>
  <li>
   Client facing communication a plus
  </li>
  <li>
   Series 7 required
  </li>
  <li>
   Series 66 preferred (will need to obtain)
  </li>
  <li>
   Life &amp; Health
  </li>
  <li>
   CFA, CFP or CIMA a plus
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What We Offer:
  </strong>
 </p>
 <p>
  We're proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
 </p>
 <p>
  The base salary range for this position is $85,000.00 &ndash; $117,000.00 The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   NFP and You... Better Together!
  </strong>
 </p>
 <p>
  <em>
   NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
  </em>
 </p>
 <p>
 </p>
</div>


Portfolio Analyst

Building Service 32BJ Benefit Funds

<p></p><div><div><div><div><div><b>Job Code</b><br>
<b>836</b></div><div><b><br>
Department Name</b><br>
<b>IT Development</b></div><div><b><br>
Reports To</b><br>
<b>Manager, Dynamics 365 Development</b></div></div><div><div><b><br>
FLSA Status</b><br>
<b>Exempt</b></div><div><b><br>
Union Code</b><br>
<b>N/A</b></div><div><b><br>
Management</b><br>
<b>No</b></div></div></div></div><div></div><div><div><div><b><br>
About Us:</b></div></div><div><div><div><div><div><br>
Building Services 32BJ Benefit Funds (&ldquo;the Funds&rdquo;) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 185,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Through our commitment, we embody five core values: Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST). By following our core values, employees are open to different and new ways of doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, and work collaboratively with colleagues.</div><div></div><div><br>
The Funds oversees and manages $11 billion of dollars in assets, which are made up of many, varied and complex funds. The dollars come from a number of sources, including the property owners who pay into the funds on behalf of their employees, and as such, requires those who oversee and manage the money to be highly skilled financial management people.</div><div></div><div><br>
32BJ Benefit Funds will continue to drive innovation, equity, and technology insights to further help the lives of our hard-working members and their families. We use cutting edge technology such as: M365, Dynamics 365 CRM, Dynamics 365 F&amp;O, Azure, AWS, SQL, Snowflake, QlikView, and more.</div><div></div><div><br>
Please take a moment to watch our video to learn more about our culture and contributions to our members: youtu.be/hYNdMGLn19A</div></div></div></div></div></div><div></div><div><div><div><b><br>
Job Summary:</b></div></div><div><div><div><div><br>
Under the supervision of the Manager, Dynamics 365 Development, the <b>Dynamics 365 Configuration Analyst</b> discovers, synthesizes, and analyzes information to elicit business needs and requirements to devise strategies and solutions using MS Dynamics 365 to implement changes with the goal of improving business outcomes.</div></div></div></div></div><div></div><div><div><div><b><br>
Essential Duties and Responsibilities:</b></div></div><div><div><div><div><div><br>
<ul><li>
Identifies opportunities to increase efficiencies in business applications by studying business functions, gathering information and evaluating requirements and configuring them in Dynamics 365;</li></ul></div></div><div><div><br>
<ul><li>
Works with business partners to ensure that all requirements are understood, documented, and met in Dynamics 365;</li></ul></div></div><div><div><br>
<ul><li>
Works closely with the IT development and Dynamics teams to implement resilient solutions on more complex projects;</li></ul></div></div><div><div><br>
<ul><li>
Works with Dynamics developers and consultants where needed to implement custom code solutions;</li></ul></div></div><div><div><br>
<ul><li>
Creates test plans, develops test cases, conducts and coordinates business acceptance and regression testing before new functionality is deployed to Production;</li></ul></div></div><div><div><br>
<ul><li>
Assists with formal validation of enhancements or fixes;</li></ul></div></div><div><div><br>
<ul><li>
Works closely with Business Analyst Ill - Dynamics and the Director of Infrastructure &amp; Development to prioritize backlog of enhancement requests according to changing business needs;</li></ul></div></div><div><div><br>
<ul><li>
Stays informed of Dynamics 365 product enhancements and roadmap to inform business decisions on relevant features and processes;</li></ul></div></div><div><div><br>
<ul><li>
Works in coordination with IT development and Dynamics teams to deploy solutions between development environments, sandbox and production;</li></ul></div></div><div><div><br>
<ul><li>
Stays informed of future add-ons and updates from software vendors, and researches available third-party tools as appropriate to meet business requirements;</li></ul></div></div><div><div><br>
<ul><li>
Works with the end user support team, system administrators, and database administrator to investigate and resolve problems;</li></ul></div></div><div><div><br>
<ul><li>
Ensures work is performed in compliance with Funds' policies including</li></ul></div></div><div><div><br>
<ul><li>
Privacy/HIPAA and other Regulatory, legal, and safety requirements</li></ul></div></div><div><div><br>
<ul><li>
Coordinates with the vendors and other partners to successfully deliver projects, where applicable;</li></ul></div></div><div><div><br>
<ul><li>
Perform tasks after hours, on weekends, and as required by management/supervisory staff; and</li></ul></div></div><div><div><br>
<ul><li>
Other duties or projects as assigned.</li></ul></div></div></div></div></div></div><div></div><div><div><div><b><br>
Qualifications (Competencies):</b></div></div><div><div><div><div><div><br>
<ul><li>
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.</li></ul></div></div><div><div><br>
<ul><li>
2&ndash;5+ years of experience working with Microsoft Dynamics 365 or similar CRM/ERP platforms.<ul><li>
Strong functional knowledge of Microsoft Dynamics 365, including:</li><li>
Dynamics 365 out-of-the-box configuration capabilities and modules</li><li>
Familiarity with the stack supporting 365 customizations (C#, Javascript, SQL)</li><li>
Familiarity with Dynamics data integration processes</li><li>
Familiarity with Dynamics Power Apps solutions</li><li>
Familiarity with Power Automate and Dynamics workflow</li><li>
Familiarity with current network protocols, operating systems, and standards.</li><li>
Ability to operate tools, components, and peripheral accessories.</li><li>
Ability to read and understand technical manuals, procedural documentation, and OEMguides.</li><li>
Strong understanding of Dynamics 365 configuration capabilities (entities/tables, forms, workflows, security roles, and dashboards).</li><li>
Experience gathering and documenting business requirements.</li><li>
Knowledge of system testing methodologies and troubleshooting techniques.</li><li>
Experience with data analysis</li><li>
Excellent MS office skills including Excel, Visio, PowerPoint and MS Project</li></ul></li></ul></div></div></div></div></div></div><div></div><div><div><div><b><br>
Soft Skills (Interpersonal Skills):</b></div></div><div><div><div><div><div><br>
<ul><li>
Detail oriented with excellent organization, analytical thinking, communication, and problem solving skills;</li></ul></div></div><div><div><br>
<ul><li>
Ability to plan and take initiatives to accomplish objectives in timely fashion;</li></ul></div></div><div><div><br>
<ul><li>
Understands the Funds' business environment;</li></ul></div></div><div><div><br>
<ul><li>
Ability to prioritize work and meet deadlines;</li></ul></div></div><div><div><br>
<ul><li>
Ability to establish and maintain effective working relationships with project team members, supervisors, and employees from other departments.</li></ul></div></div></div></div></div></div><div></div><div><div><div><b><br>
Education:</b></div></div><div><div><div><div><br>
Bachelor's degree in Computer Science, or a related discipline.</div></div></div></div></div><div></div><div><div><div><b><br>
Certificates, Licenses, Registrations:</b></div></div><div><div><div><div><br>
Microsoft Dynamics 365 certifications (e.g., Functional Consultant), preferred.</div></div></div></div></div><div></div><div><div><div><b><br>
Physical Demands:</b><br>
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.</div></div><div><div><div><div><div><br>
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.</div><div><ul><li>
Under 1/3 of the time: Standing, Walking, Climbing or Balancing, Stooping, Kneeling, Crouching, or Crawling</li><li>
Over 2/3 of the time: Talking or Hearing</li><li>
100% of the time: Using Hands</li></ul></div></div></div></div></div></div><div></div><div><div><div><b><br>
Work Environment:</b></div></div><div><div><div><div><div><br>
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.</div><div><ul><li>
1/3 to 2/3 of the time: Work near moving or mechanical parts, exposure to radiation, moderate noise.</li></ul></div></div></div></div></div></div></div><p></p>

Dynamics 365 Configuration Analyst

VillageCare

<div><p>Join VillageCare as a Senior Financial Data Analyst in the dynamic healthcare sector. This exciting opportunity allows you to contribute to impactful financial decision-making while working from the convenience of your home. Enjoy the flexibility of a remote work environment, allowing you to balance your professional and personal life effectively. With a competitive salary ranging from $87,647.11 to $98,603.00, you will be rewarded for your expertise and dedication.</p><p>
Your analytical skills will play a crucial role in enhancing our customer-centric services and driving excellence in healthcare delivery. If you're looking for a position that combines flexibility, professional growth, and the chance to make a difference, consider applying today. Join our energetic team based in New York, NY, and be part of a forward-thinking organization dedicated to transforming healthcare.</p><h3 class="jobSectionHeader"><b>
HELLO, WE'RE VILLAGECARE</b></h3><p>
VillageCare is a community-based, not-for-profit organization serving people with chronic care needs, as well as seniors and individuals in need of continuing care and managed care services. Our mission is to promote healing, better health and well-being to the fullest extent possible. Our care is offered through a comprehensive array of community and residential programs, as well as managed care. VillageCare has delivered quality health care services to individuals residing within New York City for over 45 years.</p><h3 class="jobSectionHeader"><b>
MAKE A DIFFERENCE AS A SENIOR FINANCIAL DATA ANALYST - HEALTHCARE</b></h3><p>
As a Senior Financial Data Analyst at VillageCare, you will be integral to enhancing our Finance department's reporting capabilities. You will develop and maintain customized reports and dashboards using SQL, Tableau, and RedShift, collaborating closely with the IT department to automate these reports for efficient metric monitoring. Your role involves designing and developing dashboards while creating member economics reports that empower leadership in strategic business decisions.</p><p>
You'll also be responsible for automating regulatory reports for the New York State Department of Health and CMS, leading the medical claims reinsurance reporting and reconciliation process. Additionally, you'll support the completion of monthly and quarterly provider group financial statements while documenting reporting rules in partnership with the provider team and manager. Your efforts will ensure timely and accurate reporting, consistently reflecting VillageCare's commitment to Service Excellence, as you tackle various ad hoc requests that arise.</p><h3 class="jobSectionHeader"><b>
WOULD YOU BE A GREAT SENIOR FINANCIAL DATA ANALYST - HEALTHCARE?</b></h3><p>
To thrive as a Senior Financial Data Analyst at VillageCare, candidates must possess a Bachelor's degree in Healthcare, Finance, or a related field, or equivalent professional experience. A minimum of five years in a relevant position is essential, with a proven ability to perform complex data analysis and develop insightful reports and dashboards in a healthcare setting. Successful candidates will demonstrate strong analytical and logical thinking skills, coupled with exceptional attention to detail. The capacity to multi-task while maintaining high levels of accuracy is crucial in this fast-paced environment.</p><p>
Additionally, strong communication skills, both verbal and written, are required for effective collaboration with team members and stakeholders. Your ability to present complex findings clearly and build interpersonal relationships will significantly contribute to the organization's success in strategic decision-making.</p><p>
Knowledge and skills required for the position are:</p><ul><li>
Education: Bachelor's degree in Healthcare, Finance or relevant field or equivalent years of experience required.</li><li>
Minimum 5 years of relevant professional work experience. Ability to perform complex data analysis and report/dashboard development in a health care setting. Capacity to multi-task at high detail-oriented level. Strong communication skills (verbal written presentation interpersonal). Strong analytical and logical skills paired with strong attention to detail.</li></ul><h3 class="jobSectionHeader"><b>
READY TO JOIN OUR TEAM?</b></h3><p>
Applying for this position is a walk in the park if you feel it's a good fit for you. Best of luck!</p><p><b><br>
**MUST LIVE IN NJ/NY/CT**</b></p></div>

Senior Financial Data Analyst - Healthcare

Explore 655+ Crm data analyst in New York this March. Find roles across top companies and apply now to boost your career.