administrative assistant - wealth management

data analyst

business intelligence analyst Jobs in New York

business intelligence analyst

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2026 cib analyst program Jobs in New York

2026 cib analyst program

administrative assistant - wealth management Jobs in New York

lead health economics analyst

VNS Health

<div>Overview 
Leads the compilation, analysis, and interpretation of healthcare clinical and utilization data to produce insights related to cost drivers and opportunities to improve affordability and clinical outcomes for current and prospective VNS Health members. Owns the end-to-end analytic approach for monitoring membership, medical expenses, utilization, and revenue trends; conducts advanced forensic investigations into anomalies and unfavorable trends; and develops executive-ready presentations, dashboards, and supporting documentation to inform strategic and operational decisions. Partners cross-functionally to translate findings into measurable interventions, including medical expense management, payment policy, utilization management, clinical initiatives, affordability, and value-based payment arrangements. Works under general supervision. 
 
 
 
 
<div>What We Provide</div><ul><li>
Referral bonus opportunities
</li><li>Generous paid time off (PTO), starting at 30 days of paid time off and 9 company holidays
</li><li>Health insurance plan for you and your loved ones, Medical, Dental, Vision, Life and Disability
</li><li>Employer-matched retirement saving funds
</li><li>Personal and financial wellness programs
</li><li>Pre-tax flexible spending accounts (FSAs) for healthcare and dependent care
</li><li>Generous tuition reimbursement for qualifying degrees
</li><li>Opportunities for professional growth and career advancement
</li><li>Internal mobility, generous tuition reimbursement, CEU credits, and advancement opportunities</li></ul><div></div><div> 
What You Will Do</div><ul><li>
Leads monitoring of medical expense and utilization trends on a regular basis and performs ongoing forensic analyses to uncover underlying patterns in member utilization, data anomalies and operational inefficiencies.
</li><li>Develops executive ready presentations and translates complex analyses into clear and actionable business insights through effective use of clear visualizations and storytelling.
</li><li>Synthesizes complex findings into clear narratives and decision-ready recommendations.
</li><li>Serves as the Health Economics team&rsquo;s representative in leadership and cross-functional forums by presenting findings and recommendations; influence solution adoption and monitor post-implementation outcomes.
</li><li>Builds and maintains analytic tools and dashboards to monitor trends in medical costs and utilization KPIs and intervention performance.
</li><li>Develops and governs scalable analytic data structures and pipelines used by the Health Economics Team; establishes documentation, data governance and data quality standards across acquisition, normalization, and transformation.</li><li>
Partners with Finance and product leadership to evaluate affordability across membership panels, settings of care, and clinical programs.
</li><li>Represents the Health Economics Team and interacts cross-functionally with a wide variety of teams, including end-users, to ensure that analyses are serving business needs.
</li><li>Leads analytic planning with Data Science and related partners; documents statistical design/methodology and ensures appropriate interpretation of results, limitations, and sensitivity analyses.
</li><li>Provides coaching, technical guidance, and quality review for junior analysts; may lead project teams and coordinate work across analysts and stakeholders.</li><li>
Supports execution of large-scale projects with moderate direction from leadership.
</li><li>Participates in special projects and performs other duties as assigned.</li></ul>
 
Qualifications 
Education:
 
Master's Degree in Data Analytics, Statistics, Biostatistics, Mathematics, Data Science, Econometrics, Epidemiology, Health Administration or other related degree required 
 
Work Experience:
<ul><li>Minimum of six years of progressive experience in data analytics in a healthcare setting required</li><li>
Demonstrated ability to apply statistical methods to complex data, draw defensible conclusions, and make recommendations that drive measurable business impact required</li><li>
Advanced proficiency with statistical software (e.g. R, Python, SAS) required</li><li>
Effective oral, written, and interpersonal communication skills required</li><li>
Experience with relational databases and programming experience in SQL required</li><li>
Experience in a managed care organization (e.g. Medicare Advantage, Managed Long-Term Care (MLTC), Mainstream Medicaid Managed Care) preferred</li><li>
Experience with business intelligence applications (e.g. MicroStrategy or Tableu) or dashboarding frameworks (e.g. R-Shiny, DASH) and communicating insights through data visualization and storytelling preferred</li><li>
Experience with medical claims and health assessment data (e.g. OASIS, UAS-NY, Medicare Health Risk Assessment (HRA)) preferred</li><li>
Knowledge of Medicare and NYS Medicaid payment policy and alternative payment models (e.g. BPCI, PDGM Value Based Payments, dual-risk models, Hospice Final Rule) preferred</li><li>
Knowledge of Medicare and NYS Medicaid and coding experience with DRG, ICD10, HCPCS and CPT4 preferred</li></ul> 
 
Pay Range 
 
USD $109,900.00 - USD $146,500.00 /Yr.
 
About Us 
 
VNS Health is one of the nation&rsquo;s largest nonprofit home and community-based health care organizations. Innovating in health care for more than 130 years, our commitment to health and well-being is what drives us &mdash; we help people live, age and heal where they feel most comfortable, in their own homes, connected to their family and community. On any given day, more than 10,000 VNS Health team members deliver compassionate care, unparalleled expertise and 24/7 solutions and resources to the more than 43,000 &ldquo;neighbors&rdquo; who look to us for care. Powered and informed by data analytics that are unmatched in the home and community-health industry, VNS Health offers a full range of health care services, solutions and health plans designed to simplify the health care experience and meet the diverse and complex needs of the communities and people we serve in New York and beyond.</div>

Lead Health Economics Analyst

Morningstar

<div><div>The Morningstar DBRS U.S. RMBS team is seeking a Senior Analyst to support the analysis and assignment of credit ratings for U.S. residential mortgage‑backed securities (RMBS). This role offers the opportunity to deepen your structured finance expertise, work closely with senior analysts, and interact with external market participants in a collaborative and analytical environment.
The ideal candidate brings strong quantitative skills, excellent attention to detail, and experience working with structured finance or mortgage‑related products.
<div><h1 class="jobSectionHeader">Key Responsibilities
</h1><h2 class="jobSectionHeader">Core Analytical Work
</h2><ul><li>Conduct RMBS transaction analysis, including assessment of collateral characteristics, deal structures, credit enhancement levels, and legal frameworks.
</li><li>Identify and focus on key credit issues during the new‑issue rating process.
</li><li>Review and evaluate banker cash‑flow model outputs, providing feedback on structural assumptions.
</li></ul><h2 class="jobSectionHeader">Committee &amp; Internal Collaboration
</h2><ul><li>Serve as a co‑lead or back‑up analyst on selected transactions.
</li><li>Present analytical findings to rating committees with clarity and confidence.
</li><li>Collaborate with senior analysts to ensure accurate and consistent application of criteria.
</li></ul><h2 class="jobSectionHeader">Modeling &amp; Methodology
</h2><ul><li>Contribute to the enhancement of structured finance criteria, models, and analytical tools.
</li><li>Perform sensitivities, transaction comparisons, and stress‑testing tasks under the guidance of senior team members.
</li></ul><h2 class="jobSectionHeader">Research &amp; Publications
</h2><ul><li>Produce and publish market updates, newsletters, or concise commentary with minimal supervision.
</li></ul><div><h2 class="jobSectionHeader">External Engagement
</h2><ul><li>Participate in meetings with bankers, issuers, investors, and other market participants to discuss transaction details and analytical considerations.
</li><li>Represent the team professionally in all client‑facing interactions.
</li></ul><h1 class="jobSectionHeader">Qualifications
</h1><ul><li>Bachelor&rsquo;s degree in finance, economics, math, engineering, computer science, or a related field.
</li><li>2+ years of experience in structured finance, securitization, banking, mortgage finance, or a relevant analytical role.
</li><li>Strong analytical and quantitative abilities, with excellent attention to detail.
</li><li>Proficiency in Microsoft Excel and standard Office applications.
</li><li>Organized, deadline‑driven, and comfortable managing multiple priorities.
</li><li>Strong communication and presentation skills, with the ability to convey complex concepts clearly.
</li></ul></div></div></div>About Us
 
Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.
 
 
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.
 
 
Morningstar DBRS is the next generation of credit ratings.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That&rsquo;s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
<ul><li>Financial Health
<ul><li>100% 401k match up to 6% of salary
</li></ul><ul><li>Stock Ownership Potential
</li><li>Company provided life insurance - 1x salary + commission
</li></ul></li><li>Physical Health
<ul><li>Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
</li><li>Additional medical Wellness Incentives - up to $300-$600 annual
</li><li>Company-provided long- and short-term disability insurance
</li></ul></li><li>Emotional Health
<ul><li>Trust-Based Time Off
</li><li>6-week Paid Sabbatical Program
</li><li>6-Week Paid Family Caregiving Leave
</li><li>Competitive 8-24 Week Paid Parental Leave
</li><li>Adoption Assistance
</li><li>Leadership Coaching &amp; Formal Mentorship Opportunities
</li><li>Annual Flex Stipend - $1000 annually to cover personal education &amp; well-being expenses
</li><li>Tuition Reimbursement
</li></ul></li><li>Social Health
<ul><li>Charitable Matching Gifts program
</li><li>Dollars for Doers volunteer program
</li><li>Paid volunteering days
</li><li>15+ Employee Resource &amp; Affinity Groups
</li></ul></li></ul>Base Salary Compensation Range
$90,000.00 - 123,609.00 USD Annual
Incentive Target Percentage
15% Annual
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
R06_DBRSInc DBRS, Inc. - US Legal Entity</div>

Senior Analyst, Credit Ratings - U.S. RMBS

Alignerr

<div>
 <ul>
 <li>
 Location: Remote
 
 
 </li>
 </ul>
 
 About The Job
 
 
 
 At Alignerr, we partner with the world&rsquo;s leading AI research teams and labs to build and train cutting-edge AI models.
 
 
 We&rsquo;re hiring Spanish-speaking Business Analysts to manage and mentor a team of analysts creating business-focused content to improve AI models. You&rsquo;ll combine leadership, quality oversight, and subject expertise in MBA-relevant domains to ensure outputs are accurate, logically sound, and aligned with project goals. This role is ideal for someone who enjoys people management, operational excellence, and shaping high-quality analytical content. No prior AI experience is required for this role.
 
 
 
 Organization
 
 : Alignerr
 
 Position
 
 : Business Analyst (Spanish)
 
 Type
 
 : Hourly Contract
 
 Compensation
 
 : $40&ndash;$80 /hour
 
 Location
 
 : Remote
 
 Commitment
 
 : 10&ndash;40 hours/week
 
 
 
 What You&rsquo;ll Do
 
 
 
 <ul>
 <li>
 Collaborate with and mentor a team of Spanish-speaking Business Analysts/Content Specialists.
 </li>
 <li>
 Allocate tasks, oversee workflows, and ensure timely, high-quality delivery.
 </li>
 <li>
 Conduct QA reviews, refine processes, and improve team efficiency.
 </li>
 <li>
 Provide performance feedback, training, and career development.
 </li>
 <li>
 Act as the primary stakeholder contact, sharing regular project updates.
 </li>
 <li>
 Guide creation of case studies, scenarios, and structured business content (finance, policy, e-commerce, etc.) in Spanish and English.
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 <ul>
 <li>
 Bachelor's degree or undergraduate in Business, Finance, Accounting, Economics, Statistics, or a related field. We are open to candidates who do not have a Bachelor's degree but have experience in the area.
 </li>
 <li>
 Native or near-native proficiency in Spanish; professional fluency in English.
 </li>
 <li>
 2+ years of team management experience.
 </li>
 <li>
 3&ndash;6 years in business analysis, consulting, content, or domain-focused projects.
 </li>
 <li>
 Analytical Skills: Good research and analytical skills
 </li>
 <li>
 Feedback Skills: Ability to provide constructive feedback and detailed annotations.
 </li>
 <li>
 Creative Thinking: Creative and lateral thinking abilities.
 </li>
 <li>
 Communication: Excellent communication and collaboration skills.
 </li>
 <li>
 No prior AI experience is required
 
 
 </li>
 </ul>
 
 Preferred
 
 
 
 <ul>
 <li>
 Master&rsquo;s degree or undergraduate in Business, Finance, Accounting, Economics, Statistics, or a related field
 </li>
 <li>
 Prior experience with data annotation, data quality, or evaluation systems
 </li>
 <li>
 Bonus: case study writing, or academic/research content.
 
 
 </li>
 </ul>
 
 Why Join Us
 
 
 
 <ul>
 <li>
 Competitive pay and flexible remote work.
 </li>
 <li>
 Collaborate with a team working on cutting-edge AI projects.
 </li>
 <li>
 Exposure to advanced LLMs and how they&rsquo;re trained.
 </li>
 <li>
 Freelance perks: autonomy, flexibility, and global collaboration.
 </li>
 <li>
 Potential for contract extension.
 
 
 </li>
 </ul>
 
 Application Process (Takes 15-20 min)
 
 
 
 <ul>
 <li>
 Submit your resume
 </li>
 <li>
 Complete a short screening
 </li>
 <li>
 Project matching and onboarding
 
 
 </li>
 </ul>
 
 PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
 
</div>

Analista de Negocios (Business Analyst - Spanish)

MadHive

<div>Madhive is the leading independent and fully customizable operating system built to help local media professionals build profitable, differentiated, and efficient businesses. Madhive empowers sales teams to extend their reach into streaming and connects local advertisers with the communities they serve. Madhive&rsquo;s platform provides the unique ability to reach local audiences at national scale, with premium supply partnerships and end-to-end tools for planning, targeting, and measuring full-funnel campaign outcomes. Powering campaigns for over 30,000 small and medium businesses per day, Madhive is driving the evolution of local media.
About the Role: Madhive is looking for a Data Analyst to join our Go-To-Market Strategy team. In this role, you will act as the analytical engine for our internal stakeholders, supporting the Sales, Finance, and Client Services leadership teams. You won&rsquo;t just pull data; you will help build the dashboards, models, and reporting infrastructure that drive our executive decision-making.
We need someone who is technically proficient in SQL and BI tools, but also business-savvy enough to understand how a fluctuation in CPMs or fill rates impacts the bottom line. You will translate complex datasets into clear, actionable executive reports.
What You&rsquo;ll Do:<ul><li>
Executive Reporting &amp; BI: Design, build, and maintain high-impact Looker dashboards that track company KPIs, revenue pacing, and sales pipeline health for internal leadership.</li><li>
Ad Hoc Analysis: Serve as the first line of defense for internal data requests, investigating revenue trends, discrepancies, and performance metrics to support Finance and RevOps.</li><li>
Data Integrity &amp; Process: Collaborate with Revenue Operations to ensure Salesforce and platform data is accurate, clean, and structured properly for downstream analysis.</li><li>
Operational Insights: proactive identify bottlenecks in the sales cycle or client lifecycle through data analysis and recommend process improvements.</li><li>
Cross-Functional Collaboration: Partner with Product and Engineering to understand new data points and ensure they are accessible for business reporting.</li></ul>
Who You Are:<ul><li>
The Analyst&rsquo;s Analyst: You love structure. You enjoy taking messy data and turning it into a clean, automated report.</li><li>
A Translator: You can explain complex data concepts to non-technical internal stakeholders clearly and concisely.</li><li>
Detail-Oriented: You spot the decimal or formatting error before anyone else does. You take pride in the accuracy and presentation of your data.</li><li>
Collaborative: You work well with internal teams; you are capable of gathering requirements from department heads and delivering timely results.</li></ul>
Qualifications:<ul><li>
Bachelor&rsquo;s degree in a quantitative field (Economics, Finance, Stats, CS, etc.).</li><li>
3&ndash;6 years of experience in data analytics, business intelligence, or revenue analytics.</li><li>
Experience with BI tools (Looker, Tableau) for creating external-facing views.</li><li>
Strong SQL proficiency is required. Experience with Python/R is a plus.</li><li>
Superb analytical thinking and problem-solving skills.</li><li>
Clear communicator with the ability to explain findings to non-technical audiences.</li><li>
Experience in AdTech, media, or programmatic advertising is highly preferred.</li></ul>
The approximate compensation range for this position is $75k-$89k The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors, including the applicant's experience, knowledge, skills, and abilities, as well as internal equity among our team.
We are Madhive
Madhive is a dynamic, diverse, innovative, and friendly place to work. We embrace our differences and believe they fuel our creativity. We come from varied backgrounds and think that&rsquo;s important. Whether it&rsquo;s taking ideas from previous lives and applying them in different ways or creating something completely new, we are all trail-blazing team players who think big and want to make an impact.
We are committed to cultivating a culture of inclusion and collaboration. We welcome diversity in education, culture, opinions, race, ethnicity, gender identity, veteran status, religion, disability, sexual orientation, and beliefs.
Please be advised that we will NOT be using third-party recruiting agencies for this search.</div>

Data Analyst, Revenue Analytics

Wella

<div><div><div><div><div>Function: Marketing
</div></div></div></div><div><div><div><div>Location:
New York, NY, US
</div></div></div></div><div><div><div><div>Work Arrangement: Hybrid
</div></div></div></div><div></div><div><div><div><div>Position Title: Senior Analyst, Consumer &amp; Customer Insights - Retail Hair &amp; OPI

Location: New York

Reports to: Director, Strategy &amp; Insights - Retail Hair

Scope / Brands: Clairol, Wella (Koleston), OPI

ABOUT THE WELLA COMPANY

Together, WE enable individuals to look, feel, and be their true selves.

Wella Company is one of the world&rsquo;s leading beauty companies, comprised of a family of iconic brands such as Wella Professionals, Clairol, OPI, Nioxin and ghd. With 6,000 employees globally, presence in over 100 countries, Wella Company and its brands enable consumers to look, feel, and be their true selves. As innovators in the hair and nail industry, Wella Company empowers its people to delight consumers, inspire beauty professionals, engage communities, and deliver sustainable growth to its stakeholders.

For additional information about the Wella Company please visit www.wellacompany.com.
THE ROLE

The Senior Analyst, Consumer &amp; Customer Insights - Global Retail Hair &amp; OPI is responsible for providing consumer insights to the Global Retail Hair &amp; OPI teams based on consumer research and analysis of market data and trends trends. This person will bring the voice of the consumer to business building initiatives involving cross function teams from Marketing, Trade Marketing, Digital, Creative, PR/Influencer Marketing, and R&amp;D. This individual will also play a key role in the integration of modern, AI-driven research tools into the Strategy &amp; Insights team.

KEY RESPONSIBILITIES
<ul><li>Analyze and report market tracking data from various sources, covering different distribution channels including Nielsen, Numerator, and Euromonitor.</li>
<li>Together with agency partners, plan and execute, multi-country primary consumer research to build foundational knowledge and support marketing initiatives.</li>
<li>Proactively research, source, and facilitate implementation of new vendors, tools and approaches that utilize AI to analyze data and conduct primary research.</li>
<li>Continuously track and share consumer trends to facilitate quicker response through marketing and products/packaging innovation.</li>
<li>Update reporting tools to track consumer/market KPIs.</li></ul> 


QUALIFICATIONS
<ul>
<li>&gt;2 years of experience in market research, consumer insights or strategy (corporate or consulting), ideally in a large beauty or FMCG multinational.</li>
<li>Experience with market tracking solutions, such Nielsen, IRI, or Numerator.</li>
<li>Experience using AI-based consumer research tools and practical application of AI in analytical processes</li>
<li>Strong analytical skills, ability to extrapolate meaning and conclusions from a large amount of quantitative and qualitative data. Proficiency in Excel. Detail orientation.</li>
<li>Excellent communication skills; proficiency in PPT presentation skills
</li><li>Passion and high level of curiosity about the beauty industry; team player</li>
<li>Bachelor&rsquo;s degree or equivalent with major/ focus in relevant area (e.g., Marketing, Business, Economics)
</li></ul><div>We disclose the compensation range for positions in compliance with local law. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, skills and in comparison to internal incumbents currently in similar roles. Pay Range: $80,000 - $95,000 salary per year. The range listed is just one component of Wella Company's total rewards package for employees. Other rewards may include annual bonus plan or variable pay, depending on the role. In addition, Wella Company provides a rich variety of benefits to employees, including health insurance, life and disability insurance, 401(k) retirement plan, paid holidays and paid time off (PTO).</div>
<div>
NOTICES</div>
<div>
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.</div>
<div>
 If you need assistance and/or a reasonable accommodation due to a disability during the application process, please email NA.Recruiting@wella.com. This email account will not respond to inquiries regarding the status of a candidate&rsquo;s application.</div>
<div>
Wella participates in the E-Verify Program to confirm eligibility to work in the United States. Information regarding your rights: Know Your Rights and Pay Transparency Nondiscrimination Provision.</div>
<ul>
<div>#LI-SS1</div></ul> 
</div></div></div></div><div></div> 
Nearest Major Market: Manhattan
 
Nearest Secondary Market: New York City</div>

Sr. Analyst, Consumer and Customer Insights

Blue Owl Capital

<div>
 Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives&reg;.
 
 
 With over $295 billion in assets under management as of September 30, 2025, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
 
 
 Together with approximately 1,365 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com
 
 
 This role is in office Monday to Friday.
 
 
 
 The Role
 
 
 
 The Analyst will support the Private Wealth Strategy team and play a key role in executing strategic initiatives for the business. The team is focused on driving long-term growth by unlocking untapped pools of capital, developing innovative product solutions, and expanding access points geographically and across channels. This role offers significant exposure to senior leaders within Private Wealth and across the broader organization. The Analyst will play a hands-on role in supporting the team&rsquo;s growth objectives and day-to-day execution.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Conduct research and analysis to support strategic initiatives, market expansion, and product development.
 </li>
 <li>
 Prepare presentation materials, reports, and status updates for senior leadership.
 </li>
 <li>
 Assist in project management by tracking deliverables, maintaining timelines, and coordinating cross-functionally across the business.
 </li>
 <li>
 Monitor industry trends, competitor activity, and client needs to inform strategy discussions.
 </li>
 <li>
 Support the execution of partnership opportunities, new business pitches, and internal process improvements.
 </li>
 <li>
 Contribute ideas to enhance the division&rsquo;s offerings and client solutions.
 </li>
 <li>
 Provide administrative and logistical support for meetings, workshops, and ad hoc projects as needed.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in finance, economics, business administration, or a related field.
 </li>
 <li>
 1-3 years of relevant experience in financial services, asset management, consulting, or related fields. Knowledge of alternative investments/private markets is a plus.
 </li>
 <li>
 Highly proficient in Microsoft Office (especially PowerPoint and Excel).
 </li>
 <li>
 Strong analytical and quantitative abilities; comfortable working with data and financial models.
 </li>
 <li>
 Effective communicator with strong writing and interpersonal skills.
 </li>
 <li>
 Organized, detail-oriented, and able to manage multiple priorities under tight deadlines.
 </li>
 <li>
 Solid understanding of financial markets and investment products.
 </li>
 <li>
 Collaborative, proactive, and eager to learn.
 </li>
 <li>
 High ethical standards and professionalism and ability to handle confidential information appropriately.
 </li>
 <li>
 Resourceful and self-motivated.
 </li>
 <li>
 Eager to take initiative and adapt in a fast-paced environment.
 
 
 </li>
 </ul>
 The base annual salary range for this New York City-based position will be $85,000 to $95,000. Actual salary offered will be based on the candidate&rsquo;s skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
 
 
 Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
</div>

Private Wealth, Strategy Analyst

CLAIR

<div><h2 class="jobSectionHeader">About Clair</h2>
If you can send your friends money in seconds, why does it still take your employer two weeks to send your paycheck?
At Clair, we are on a mission to create financial freedom for America's workers by giving them a digital banking platform that allows them to get paid as soon as they clock out of work. But we're not just another digital bank or on-demand pay provider. We meet Americans at their place of work by embedding our products within the scheduling, workforce management, and payroll apps they already use every day.
Learn more about us at getclair.com/about<h2 class="jobSectionHeader">
The Job</h2>
You own the operating model. The whole thing. Revenue, expenses, headcount, unit economics. When the CEO asks &quot;What happens to margin if we launch this product at this price,&quot; your model answers that question in hours, not days. When the board asks why we missed forecast, you already know and have a view on what to do about it.
You report to the VP of Finance. He&rsquo;s not handing you the model and walking away. He stays close to the numbers, stress-tests assumptions, and works in the model alongside you when the stakes are high. He leads the strategic finance agenda (fundraising, pricing strategy, capital allocation, company operating cadence, investor relations) and you build the analytical foundation underneath those decisions. The difference is altitude: you own the model day-to-day, he pressure-tests it and uses it to drive the biggest calls.
Clair provides on-demand pay to hourly workers through embedded partnerships with large payroll and time platforms like Gusto, Intuit QuickBooks, BambooHR, Connecteam, and 7shifts. The business has real complexity: multi-partner unit economics, cohort-based lending dynamics, credit risk, and a product surface that&rsquo;s expanding. If you want a job where the model is a static spreadsheet you update once a quarter, this isn&rsquo;t it.<h2 class="jobSectionHeader">
What You Actually Do</h2>
Own the Numbers<ul><li>
Build, maintain, and defend Clair&rsquo;s consolidated operating model</li><li>
Run the annual budget process end-to-end. Bottoms-up plans with every department, reconciled to top-down targets</li><li>
Maintain weekly rolling forecasts. You&rsquo;re the first person to know when something is off and you turn that into action, not just insight</li><li>
Variance analysis that says something. Not &quot;Revenue was $50K below plan&quot; but &quot;Revenue was $50K below plan because partner X&rsquo;s conversion dropped 15% after their app update, and here&rsquo;s what we should do&quot;</li><li>
Own the reporting cadence: monthly reviews, QBRs, board materials</li></ul>
Support Strategy<ul><li>
Build the models behind fundraising: investor decks, data rooms, due diligence answers</li><li>
Model new product economics before we build anything. What are the unit economics? What&rsquo;s the break-even?</li><li>
Pricing and take-rate analysis for new and existing partnerships</li><li>
Be the VP of Finance&rsquo;s go-to analytical partner on big-picture questions</li></ul>
Connect the Dots<ul><li>
Product team says engagement is up. Partnerships says a new population is onboarding. Data science says default rates are shifting. You&rsquo;re the one who turns those inputs into a coherent financial picture</li><li>
Translate model outputs into plain English for people who don&rsquo;t live in spreadsheets</li><li>
Make sure the model matches reality. Partner with accounting on close. If actuals and forecast diverge, figure out why</li></ul>
Build the Team and the Machine<ul><li>
Build processes that scale. Automate the stuff that should be automated. Know when a human needs to look at the number. Evolve our processes and tools to be AI-native and generating maximum operating leverage</li><li>
Own the tooling: Pigment, dashboards, reporting infrastructure</li></ul><h2 class="jobSectionHeader">
What You&rsquo;ll Bring to the Table</h2><ul><li>
5-8+ years. Ideally a combination of IB, PE, or consulting foundation. At least 2+ years owning FP&amp;A or strategic finance at a growth-stage startup (Series B through D)</li><li>
You&rsquo;ve built or rebuilt a company operating model, not just inherited a clean one and updated it</li><li>
Experience supporting a fundraise. Data rooms, investor models, fielding questions</li><li>
You can model across business types: transaction-based, SaaS, lending/credit</li><li>
Excel/Sheets, SQL, Pigment, or Anaplan. Pigment preferred</li><li>
You can write a board memo on our growth trajectory and walk a Data Analyst through our margin profile in the same afternoon.</li><li>
You&rsquo;ve managed or mentored at least one person</li><li>
Bachelor&rsquo;s in Finance, Economics, Accounting, or STEM</li></ul><h2 class="jobSectionHeader">
What&rsquo;s Margin Accretive</h2><ul><li>
Fintech experience, especially earned wage access, lending, or payments</li><li>
You&rsquo;ve modeled credit risk, default curves, or loan-level economics</li><li>
You&rsquo;ve built financial infrastructure at a company that was scaling faster than it was organizing</li><li>
You&rsquo;re at home navigating and constructing relational databases.</li><li>
You can build your own dashboards (Tableau, Pigment, Sheets)</li></ul><h2 class="jobSectionHeader">
Why You Should Take This Job</h2><ul><li>
You want a seat at the table building and scaling a high-growth, venture scale startup and you understand what that entails</li><li>
You want to own FP&amp;A. It&rsquo;s yours to build, not just steward</li><li>
The business model is genuinely interesting. Multi-partner, complex underwriting, unique distribution</li><li>
You&rsquo;re curious. You see a line move on a chart and you don&rsquo;t stop digging until you know exactly why.</li><li>
You have a strong bias toward action. You don&rsquo;t just find the answer. You do something about it</li><li>
You can naturally maintain a mental model of the business that&rsquo;s high-fidelity. If someone asks &quot;What happens if we do this?&quot; you have an informed take in the room, not a week later after a bunch of modeling</li><li>
You care about our mission to make Americans feel financially free, and you&rsquo;re willing to dig deep to make it happen</li></ul><h2 class="jobSectionHeader">
Why You Shouldn&rsquo;t Take This Job</h2><ul><li>
You need a 9-5. Hours will be intense. We maintain balance, but we expect a lot from every member of the team</li><li>
Your weekends are sacred. Some weekend work isn&rsquo;t uncommon in this seat</li><li>
You like having a playbook. We&rsquo;re on new ground here; you&rsquo;ll need to borrow from many domains, not all of which are in the typical finance universe.</li><li>
You don&rsquo;t want to build/rebuild. Nothing we&rsquo;ve built is dogma. You&rsquo;ll be expected to create for yourself and your business partners</li></ul><h3 class="jobSectionHeader">
Additional Details</h3>
Location: This is a hybrid position based out of New York City, you will be expected to come into the office at least three days a week (Tuesdays, Wednesdays, &amp; Thursdays) with additional days on occasion for client meetings.
Compensation: The annual base salary for this role is $188,600 - $215,200. The base pay for this role is determined using many factors, such as education, skills and experience and is reflective of Clair Series stage and size. Base pay is only one part of Clair&rsquo;s competitive total compensation package which includes equity, benefits and additional perks. The base pay range is subject to change and may be modified in the future.
Clair will only contact candidates from @getclair.com email addresses. We will never ask for payments or sensitive personal information during the hiring process. If you happen to receive anything suspicious, please ignore it.<h2 class="jobSectionHeader">
Need more convincing?</h2>
Apart from getting to work with our incredible team, here are some of the benefits you can expect when you join Clair:<ul><li>
Medical, Dental, &amp; Vision Coverage, with option to extend to your family</li><li>
Fully-paid parental leave</li><li>
Company-sponsored 401k, HSA, and FSA</li><li>
Unlimited vacation for salaried roles, generous PTO for hourly roles</li><li>
Work from home setup allowance</li><li>
Access to your earnings every day on Clair</li><li>
Company-sponsored short-term and long-term disability insurance</li></ul><h2 class="jobSectionHeader">
Equal Opportunity Employer Information</h2>
Clair is an equal opportunity employer and we value diversity at our company. We actively seek a diverse applicant pool and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
For questions, please email us at careers@getclair.com
Compensation Range: $188.6K - $215.2K</div>

Head of Strategic Finance

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