financial services analyst

Russell Tobin

<div>
 
 
 🚀 Now Hiring: Jr. Finance / Operations Analyst
 
 
 
 📍 Columbus, OH (
 
 Onsite)
 
 
 
 📅
 
 6&ndash;12 Month Contract | Potential for Extension or Full-Time Conversion
 
 
 
 💵
 
 $19-22/hour
 
 
 
 
 
 
 Are you a recent graduate ready to break into the world of finance? We&rsquo;re looking for a
 
 motivated, detail-oriented Jr. Finance / Ops Analyst
 
 to join a leading financial services company in Columbus, OH.
 
 
 You&rsquo;ll be responsible for managing complex financial transactions, resolving escalated issues, and hitting production targets &mdash; all while ensuring strict compliance with industry standards.
 
 
 
 
 
 
 🔑 What You&rsquo;ll Need:
 
 
 
 ✔️ Bachelor&rsquo;s degree in Finance, Business, Economics, or a related field
 
 
 ✔️ 0&ndash;2 years of experience in financial services or a related area
 
 
 ✔️ Strong analytical and problem-solving skills
 
 
 ✔️ Excel proficiency (Pivot Tables) &mdash; Tableau is a plus
 
 
 ✔️ Great communication and adaptability in a fast-paced environment
 
 
 
 
 
 
 💼 What You&rsquo;ll Do:
 
 
 <ul>
 <li>
 Handle and manage financial transactions
 </li>
 <li>
 Collaborate across teams to meet operational goals
 </li>
 <li>
 Analyze data and ensure regulatory compliance
 </li>
 <li>
 Support strategic and production initiatives
 </li>
 </ul>
 
 
 
 
 🎯
 
 Kickstart your career with a company that values growth, learning, and innovation.
 
 
 
 👉
 
 Apply now or message us to learn more!
 
 
 
 
 
 
 #FinanceJobs #OperationsAnalyst #EntryLevelFinance #ColumbusOHJobs #FinancialServicesCareers #HiringNow
 
 
 
</div>

Junior Financial Analyst

Westlake Financial

<div>Financial Risk Analyst 
In Person Role | Los Angeles, CA 
 
OVERVIEW

Westlake Financial Services is the largest privately-held auto finance technology company in the United States with $22 Billion assets under management.

As a Financial Analyst in the Business Strategy and Analytics division, you will have the opportunity to be part of a fast-paced, dynamic, and data-driven team that directly supports senior executives and influences corporate direction. You will build models used to support our automated consumer lending platform, conduct regular performance analysis of our portfolio, and make improvements to operational units within the company.

Ideal candidates have 1-3 years analyst experience and a bachelor&rsquo;s degree in finance, economics, math or a similar field. Preferably, with experience in a financial services company, especially in the auto finance or lending sector. Exceptional candidates are driven by excellence, attention to detail, and a desire to continually improve, gain industry experience, and enhance productivity.

RESPONSIBILITIES
<ul>
<li>Analyze targeted improvements to the proprietary Westlake Buy ProgramTM, and coordinate with all necessary departments and managers to ensure timely and successful implementation.</li>
<li>Research potential new target customers, products, and relevant models to predict performance.</li>
<li>Develop and monitor internal reporting mechanisms for use by management and interpret results.</li>
<li>Recommend changes to corporate policies, procedures, and underwriting guidelines.</li>
<li>Regularly prepare and present findings and recommendations to senior executives.</li>
<li>Enhance internal process efficiency with all technologies available to your team.</li>
</ul>
SKILL SET
<ul>
<li>Advanced knowledge of Microsoft Excel, including financial and/or decision analysis modeling.</li>
<li>Fundamental knowledge of Structured Query Language (SQL).</li>
<li>Ability to interpret large amounts of data from multiple sources and extrapolate trends.</li>
<li>Entrepreneurial, intellectually curious, detail-oriented, and self-motivated.</li>
<li>Able to quickly adapt to changes in a dynamic work environment.</li></ul> 


What&rsquo;s the expected pay for this role?
<ul><li>$68,000 to $78,000 USD per year.</li>
<li>The exact starting compensation to be offered will be determined at the time of selecting an applicant for hire and will be dependent on a wide range of factors, including but not limited to geographic location, skill set, experience, education, credentials, and licensure when applicable</li></ul> 


What do we offer?
<ul><li>Medical, Dental, and Vision benefits</li>
<li>Life Insurance, Flexible Spending Account</li>
<li>401K matching</li>
<li>Employee Stock Ownership Program in a $14.2 Billion Company, plus company matching</li>
<li>Wellness Program, Daily Team Exercises</li>
<li>Westlake University, Certification Programs</li>
<li>Career Path Opportunities</li>
<li>Discounts on Parks, Museums, Movie Tickets, and Attractions</li>
<li>AT&amp;T Wireless Discounts</li>
<li>Employee Loan Assistance</li>
<li>Paid Vacations Days</li>
<li>Paid Sick days</li>
<li>Paid holidays</li>
<li>Rental Car Discounts</li>
<li>Dell Member Purchase Program</li>
<li>UKG Wallet &ndash; pay advance</li></ul> 


Acknowledgement
We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

We are an equal opportunity employer and do not unlawfully discriminate in employment. No question on this application is used for the purpose of limiting or excluding any applicant from consideration for employment on a basis prohibited by local, state, or federal law. Equal access to employment, services, and programs is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the organization.</div>

Financial Risk Analyst

State of Washington

JOB
 Budget Analyst 4 (BA4/FS)71041313This Budget Analyst 4 role at the Washington State Health Care Authority (HCA) is attractive for professionals seeking high-impact financial roles that combine technical expertise with public service, stability, and excellent benefits.All HCA employees will apply an equity lens to their work, which may include but is not limited to all analyses of core business and processes.About the division: This position is located within HCA’s Financial Services Division (FSD), which in collaboration with other HCA divisions and a variety of external stakeholders and legislative partners, provides strategic financial expertise for Apple Health, Community Behavioral Health (CBH), PEBB and SEBB programs. In addition, FSD oversees the budget and compliance functions necessary to manage and monitor the single largest Washington State individual operating budget. Functions include budget management, accounting, forecasting, professional and hospital rate setting, financial analysis, and payment/collection operations.About the position: This Budget Analyst 4 (BA4) reports to the Budget Unit Manager and has overall responsibility for the agency wide administrative budget and FTEs. The position performs expert-level budget and program planning analysis for HCA’s administrative budget. This position is responsible for developing and monitoring the assigned administrative budget, agency budget requests, allotment processes, fiscal notes, and assuring that processes are completed within Office of Financial Management (OFM) guidelines and meet all budgetary requirements as directed by the Chief Financial Officer (CFO). In addition, this position is charged with monitoring expenditures against allotment to identify any fiscal issues for HCA management, program managers and stakeholders, and assures the fiscal information reported to OFM, legislature staff, and the federal government is accurate. This position is responsible for sound fiscal projections to ensure adequate administrative funding for overall agency and divisions.This position is eligible to telework but is required to report on-site 1-2 business day a week and occasionally at other times to meet business need. The default assigned work location of all Health Care Authority (HCA) positions – both on-site and telework eligible positions – is within the State of Washington. This position reports to Olympia, WA. Frequency of onsite work will vary based on business and operational needs. HCA has currently suspended the ability to support out-of-state telework.
 
EXAMPLE OF DUTIES
 Some of what you will do: Prepare and Manage Biennial and Supplemental Operating Budget for HCA.Develop and prepare Decision Packages for Maintenance Level and Performance Level packages.Assist and advise managers and executives in developing spending strategies.Monitor administrative expenditures to allotments for assigned divisions through the monthly financial analysis.Provide expert level financial consultation and sound fiscal projections for assigned programs/divisions to ensure adequate administrative funding.Provide budget research and review to Position Action Request (PAR).Provide budget research and review to Goods and Service Request (GSR). Provide budget research and review to Payroll account codes; update HRMS system as needed Work with accounting section to provide advice and research on account coding used for administrative expenditures. Fiscal notes coordination and preparation.
 
SUPPLEMENTAL INFORMATION
 About HCA: Functioning as both the state's largest health care purchaser and its behavioral health authority, the Washington State Health Care Authority (HCA) is a leader in ensuring Washington residents have the opportunity to be as healthy as possible.There are three pillars of our work: Apple Health (Medicaid); the Public Employees Benefits Board (PEBB) and School Employees Benefits Board (SEBB) programs; and behavioral health and recovery. Under these pillars, HCA purchases health care, including behavioral health treatment for more than 2.7 million Washington residents and provides behavioral health prevention, crisis, and recovery supports to all Washington residents. What we have to offer: Meaningful work with friendly co-workers who care about those we serve Voices of HCAA clear agency mission that drives our work and is person-centered HCA's Mission, Vision & ValuesA healthy work/life balance, including alternative/flexible schedules and mobile work options.A great total compensation and benefit package WA State Government BenefitsA safe, pleasant workplace in a convenient location with restaurants, and shopping nearby. And free parking! Notes: Prior to a new hire, a background check including criminal record history will be conducted. Information from the background check will not necessarily preclude employment.HCA is an equal opportunity employer. We value the importance of creating an environment in which all employees can feel respected, included, and empowered to bring unique ideas to the agency. HCA has five employee resource groups (ERGs). ERGs are voluntary, employee-led groups whose aim is to foster a diverse, inclusive workplace aligned with HCA’s mission. Our diversity and inclusion efforts include embracing different cultures, backgrounds and viewpoints while fostering growth and advancement in the workplace. Studies have shown women, racial and ethnic minorities, and persons of disability are less likely to apply for jobs unless they feel they meet every qualification as described in a job description. Persons over 40 years of age, disabled and Vietnam era veterans, as well as people of all sexual orientations and gender identities are also encouraged to apply. If you have any questions about the required qualifications or how your experience relates to them, please contact us at HCAjobs@hca.wa.gov. Persons with disabilities needing assistance in the application process, or those needing this job announcement in an alternative format may contact Angelic Matthews at angelic.matthews@hca.wa.govThe Washington State Health Care Authority (HCA) is an E-Verify employer. All applicants with a legal right to work in the United States are encouraged to apply.E-Verify® is a registered trademark of the U.S. Department of Homeland Security.Subscribe to our weekly newsletter to receive a list of new job postings at HCA.

Budget Analyst 4 (BA4/FS)

<div>At BNY, our culture allows us to run our company better and enables you to grow and succeed. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world&rsquo;s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance &ndash; and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
Job Summary:
We are seeking a detail-oriented Mutual Fund Analyst to join the team in Lake Mary, FL (hybrid, 4 days onsite). This role focuses on maintaining the accuracy and integrity of mutual fund data through reconciliations, trade and cash oversight, and financial reporting. The position offers strong exposure to multiple operational functions, including trade capture, data management, and cross-functional collaboration within a financial services environment.
Key Responsibilities:<ul><li>Mutual Fund Data Management: Maintain and verify mutual fund data across internal systems, client channels, and third-party vendors. Record trade instructions and income accruals within accounting systems.</li><li>Reconciliations &amp; Break Resolution: Perform daily reconciliations across trade capture, cash balances, holdings, and accruals. Investigate discrepancies and resolve breaks between internal records and external sources.</li><li>Trade &amp; Cash Operations: Support trade capture processes (largely automated) while validating accuracy and identifying mismatches within accounting systems.</li><li>Reporting &amp; Compliance: Prepare financial statements, validate data against internal records, and verify tax reporting prior to submission. Provide reporting support to internal stakeholders and clients.</li><li>Project &amp; Process Support: Contribute to team initiatives focused on process improvement, automation, and operational efficiency.</li></ul>
Qualifications:<ul><li>Bachelor&rsquo;s degree in Accounting or Finance (Associate&rsquo;s considered, but Bachelor&rsquo;s preferred)</li><li>1&ndash;3 years of financial services experience (mutual funds or asset management preferred)</li><li>Experience with trade capture, cash reconciliation, and financial reporting processes</li><li>Strong analytical and problem-solving skills with ability to investigate discrepancies</li><li>Proficiency in Microsoft Excel and MS Office</li><li>Strong attention to detail and ability to work in a fast-paced, team-oriented environment</li></ul>
Preferred Experience:<ul><li>Experience with mutual fund data, reconciliation platforms, or accounting systems</li><li>Exposure to client reporting or data integrity functions</li><li>Familiarity with automation tools or process improvement initiatives</li></ul>
Why Join Us:
This is a great opportunity to join a collaborative team of professionals in a stable, process-driven environment. The role offers hands-on exposure to key financial operations, opportunities to contribute to automation initiatives, and the ability to build foundational experience within a leading financial institution.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here&rsquo;s a few of our recent awards:
America&rsquo;s Most Innovative Companies, Fortune, 2025
World&rsquo;s Most Admired Companies, Fortune 2025
&ldquo;Most Just Companies&rdquo;, Just Capital and CNBC, 2025
<div>Pay Rate Range
38 - 44 USD hourly
</div><div>Additional Notes
Applications will be accepted on an ongoing basis.
This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full-time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.
</div><div>Benefits Information
Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.</div></div>

Mutual Fund Analyst (contract)

Fiserv

<div><div><div>Calling all innovators &ndash; find your future at Fiserv.
We&rsquo;re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day &ndash; quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we&rsquo;re involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
Job Title
Client Business Analyst
What does a successful Client Business Analyst do at Fiserv?<div> 
As a successful Client Business Analyst, you will ensure that Fiserv delivers on its commitments to our financial institution partners. You will serve a meaningful role in driving client satisfaction in partnership with stakeholders across the organization. 
 
What you will do:
 
<ul><li>Execute client delivery and service processes to support client initiatives</li><li>Support voice of the customer feedback for end-to-end client satisfaction and engagement</li><li>Understand the client business requirements with the desired business outcomes and implements solutions</li><li>Support the compilation of project requirements &ndash; Identify, research, analyze and write client business requirements</li></ul></div><ul><li>Execute completion and approval of testing, user documentation, and blended learning plans with support</li><li>Execute business and system development methodologies are followed and continuously improved</li><li>Ensure clients and other departments actively participate in appropriate phases of the process, such as requirements definition, quality inspection of design documents, testing and validation</li></ul><div>
What you will need to have:
 
<ul><li>Bachelor's degree in business, operations or a related field required.</li><li>5 to 7 years of experience in business and IT program and project management</li><li>5+ years of experience in the Financial Services Industry</li><li>Shown success in effectively driving delivery</li><li>Working understanding of business financial practices and accounting</li></ul></div>
What would be great to have:<ul><li>Knowledge of FD system (PCF, ACS, Letters, DQ, Rules) preferred</li><li>Experience with Waterfall and Agile Development methodologies preferred</li></ul> 
You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.
This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate.
Thank you for considering employment with Fiserv. Please:<ul><li>
Apply using your legal name</li><li>
Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).</li></ul>
Our commitment to Equal Opportunity:
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact AskHR.US@fiserv.com. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv&rsquo;s Disability Accommodation Policy for additional information.
Note to agencies:
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
Warning about fake job posts:
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.</div></div></div>

Client Business Analyst

Apple

Imagine what you could do here. At Apple, new ideas have a way of becoming great products, services, and customer experiences very quickly. Bring passion and dedication to your job and there's no telling what you could accomplish! Do you love thinking analytically? Are you passionate about using your financial knowledge to navigate complex challenges? Just as our customers find value in Apple products, the Finance group finds value for our customers, Apple, and our shareholders. 
 
As part of the Apple Financial Services (AFS) team, you&rsquo;ll play an integral role developing key sales strategies while preserving our day-to-day financial health. You and your team will support Apple&rsquo;s worldwide growth, both top and bottom line, by applying the same level of innovation toward financial matters as we do toward our products and services. You&rsquo;ll also collaborate with Apple teams across the world to develop more effective investment strategies and risk management. Finance is essential to upholding our global commitment to excellence, and it is directly responsible for shaping the company&rsquo;s future. Join us, and you&rsquo;ll play a meaningful role in continuing Apple&rsquo;s legacy of efficiency and success as an important contributor to AFS around the world! 
 
Description 
 
The AFS Finance and Risk Analyst is a multifaceted position responsible for driving pricing, risk management, and performance analytics for the global AFS team. This role explores all stages of the AFS customer sales cycle to develop global campaigns and drive incremental sales in Education, Enterprise, and Consumer. The role will be responsible for developing and assessing innovative AFS customer offers and programs, managing the AFS portfolio, and expanding the ways of looking at financial performance and risk. This role collaborates heavily with both internal Apple teams and external partners to enhance AFS performance and global business infrastructure. This is a demanding role with the feel and team culture of a startup environment. The successful AFS Finance and Risk Analyst will help expand sales and drive execution of the AFS strategy by providing data-driven insight through creative analytics. 
 
Preferred Qualifications 
 
Strong analytical focus with business, quantitative, and portfolio modeling experience 
 
Experience or strong interest in structuring financial products, ability to effectively understand economic trade-offs and help shape customer conversations 
 
Proven track record of influencing and challenging outcomes to drive results 
 
Excellent verbal and written communication skills with the ability to articulate results of analysis and present complex information to senior leadership. 
 
Big picture thinking with inherent curiosity to understand and own all details 
 
Standout colleague with the desire and ability to collaborate with global business partners 
 
Proficient in Excel and ideally experience with data analytics tools (e.g.,R, Python) and visualization platforms (e.g., Tableau) 
 
Minimum Qualifications 
 
5+ years of experience in sales or commercial finance or related roles 
 
BA/BS in Economics, Mathematics, Finance, or related field 
 
Apple is an equal opportunity employer that is committed to inclusion and diversity. We seek to promote equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about your EEO rights as an applicant . 
 
Pay &amp; Benefits 
 
At Apple, base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay range for this role is between $137,900 and $207,300, and your base pay will depend on your skills, qualifications, experience, and location. 
 
Apple employees also have the opportunity to become an Apple shareholder through participation in Apple's discretionary employee stock programs. Apple employees are eligible for discretionary restricted stock unit awards, and can purchase Apple stock at a discount if voluntarily participating in Apple's Employee Stock Purchase Plan. You'll also receive benefits including: Comprehensive medical and dental coverage, retirement benefits, a range of discounted products and free services, and for formal education related to advancing your career at Apple, reimbursement for certain educational expenses - including tuition. Additionally, this role might be eligible for discretionary bonuses or commission payments as well as relocation. Learn more about Apple Benefits. 
 
Note: Apple benefit, compensation and employee stock programs are subject to eligibility requirements and other terms of the applicable plan or program.

AFS Finance and Risk Analyst

Equitable

<div><div>Equitable Network Outsourcing and Oversight Analyst (HYBRID of REMOTE)
 (26000081)</div><div>
Primary Location : UNITED STATES-NC-Charlotte</div><div>
Other Locations : UNITED STATES-Remote</div><div>
Organization : Equitable</div><div>
Schedule : Full-time</div><div></div><div> 
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we&rsquo;ve honed since 1859.
We are seeking a highly skilled and detail-oriented Equitable Network Outsourcing and Oversight Analyst to join our team. This role works closely with an outsourced vendor to support Financial Professionals with regards to variable and fixed annuity and life insurance business. Responsibilities will include ensuring the effective oversight of outsourced operations, maintaining compliance with regulatory standards, and supporting senior leadership with actionable insights. The ideal candidate will have a strong background in financial services, particularly within life and annuity processes, and possess advanced analytical capabilities.
What You'll Be Doing<ul><li>
Metrics Analysis: Generate and analyze metrics to assess the performance and efficiency of outsourced Equitable Network operations.</li><li>
SLA Review: Monitor and review outsourced service level agreements (SLAs) to ensure compliance with agreed-upon standards and regulatory requirements.</li><li>
Compliance Reviews: Conduct daily Customer Identification Program (CIP) and OFAC alert reviews to identify and address potential compliance issues.</li><li>
AML Monitoring: Identify and report Anti-Money Laundering (AML) flags, ensuring timely escalation and resolution.</li><li>
Quality Control: Review outsourced data entry for accuracy and quality control, implementing corrective measures where necessary.</li><li>
Leadership Recommendations: Provide recommendations to senior leadership based on analysis of operational performance and regulatory compliance findings.</li><li>
Regulatory Oversight: Support quarterly WSP reviews, revisions and SOP updates as needed.</li><li>
Service: Interface with Financial Professions and support staff as needed.</li><li>
Error Identification and Analysis: Identify errors in operations and utilize analytical and statistical methods to detect trends, patterns, and outliers for resolution.</li><li>
Audit Support: Participate in process walk-through meetings, as well as review and provide requested documentation to support annual AML and internal audits.</li></ul> 
This position offers a flexible work schedule: it may be fully remote or hybrid. If you are located near one of our offices (e.g., Charlotte, NC) a hybrid schedule with 2&ndash;3 days on-site per week is expected to foster collaboration and connection.
The base salary range for this position is $58,000 - $74,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program</div><div></div><div> 
What You'll Bring
Required Qualifications<ul><li>
5+ years of experience in financial services, preferably with a broker-dealer background</li></ul>
Preferred Qualifications<ul><li>
FINRA Series 6 or 7 licenses highly preferred</li><li>
Advanced knowledge of the financial services industry, including comprehensive understanding of broker-dealer operations, insurance industry products and process as well as regulatory requirements for each</li><li>
Knowledge of end-to-end business functions within operations, including data analysis, compliance, and quality control</li><li>
Proven ability to apply statistical analysis and critical thinking to identify operational outliers and drive process improvements</li><li>
Interpersonal skills and the ability to collaborate with internal teams and external vendors</li><li>
Exceptional attention to detail and organizational skills</li><li>
Commitment to maintaining high ethical standards and regulatory compliance</li></ul>
Skills
Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. 
 
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. 
ABOUT EQUITABLE
At Equitable, we&rsquo;re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently &ndash; where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. 
 
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. 
 
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more. 
 
********** 
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. 
 
NOTE: Equitable participates in the E-Verify program. 
 
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.</div></div><div></div>

Equitable Network Outsourcing and Oversight Analyst (HYBRID of REMOTE)

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