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pricing analyst

retail analyst

portfolio analyst

Stifel

<div>What You'll Be Doing:
<div>
The Portfolio Analyst will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy analytical work, client service and should have experience working closely with clients and co-workers. The Portfolio Analyst must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics.</div>
What We're Looking For:
<ul><li>Create, maintain, and distribute performance, billing, and operational reports to support internal teams and client service efforts.</li><li>Track key economic data and update the office&rsquo;s client-facing economic outlook presentation slides on an ongoing basis, ensuring timely and accurate reflection of market conditions.</li><li>Conduct annual mutual fund share class reviews to ensure clients are invested in the lowest-cost options available.</li><li>Collaborate with the Finance department to manage quarterly billing cycle for the San Francisco office, ensuring accurate account setup, secure and timely invoice delivery.</li><li>Generate quarterly reports for affiliated accountants, ensuring accuracy and timely delivery.</li><li>Review trade reports for billing implications and model strategy changes.</li><li>Conduct cross-platform updates to ensure consistency in model strategies, benchmarks, and account naming conventions.</li><li>Research investment programs for clients ensuring that client objectives and client restrictions are considered and adhered to. Keeps investment teams on track with asset allocation and client reviews.
</li><li>Under supervision of Portfolio Manager or Investment Associate, work with clients to answer investment-related questions. Have knowledge of investment products, operations and the servicing requirements of their clients.
</li><li>Run special projects with an investment focus which could include forecasting and analyzing information for current clients and prospects.
</li><li>Use judgment and analysis tools to prepare specialized reports for clients and prospects, subject to Portfolio Manager review.
</li><li>Work on special projects as needed.
</li><li>Attend client meetings and client events. Attend relevant conferences to keep informed of changes and developments to the Firm and the industry.</li><li>Support advisors with administrative work such as preparing expense reports and running and preparing client and prospect presentation materials.
</li><li>Lead or assist in special projects such as optimizing internal reporting templates and enhancing system usage across teams.</li><li>Act as liaison with marketing and compliance teams to facilitate client communications, including weekly Market Insights and quarterly market outlooks.</li><li>Provide cross-functional operational support, including coverage for colleagues on leave, backup Notary services, and assistance with compliance-related and ad hoc operational tasks.</li><li>Coordinate logistics and execution of client engagement programs (e.g., holiday gifts, birthday outreach), with a focus on maintaining accurate records and timely delivery.</li><li>Handle various portfolio administrative functions including but not limited to opening and terminating accounts; reviewing client billing; monitoring accounts by tracking cash, maturities and settlements to ensure that funds are available to clients; instructing custodians to wire funds or prepare checks; implementing the sale of mutual funds; determining instruments to sell to raise cash and documenting/memorializing client meetings and communications.</li><li>Additional responsibilities as assigned or requested.</li></ul>
What You'll Bring:
<ul><li>Proven experience working in a high-touch client service environment.
</li><li>Knowledge of principles and processes for providing excellent interpersonal and communication services. This includes client needs assessment, meeting quality standards for services, and evaluation of client satisfaction.</li><li>Highly organized, efficient and attentive to detail. Self-motivated and able to multi-task in an independent and timely manner.
</li><li>Team player &ndash; goes above and beyond in anticipating the needs of portfolio management teams.
</li><li>Knowledge of economic and accounting principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.</li><li>Knowledge and experience using analytical skills.</li><li>Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problem solving.</li></ul>
Education &amp; Experience:
<ul><li>Minimum Required: Bachelor's degree in a related field or equivalent experience</li><li>Minimum Required: 1+ years relevant experience.
</li><li>Preferred: 1-3 years of financial analysis in investment industry experience in financial services, preferably in Private Wealth Management, Portfolio Administration, or college education and internships relating to Private Wealth Management.</li></ul>
Systems &amp; Technology:
<ul><li>Proficient in Microsoft Excel, Word, PowerPoint, Outlook</li><li>Experience with Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce</li></ul><div>
#LI-JK1</div>
Compensation Range: Salary: USD $70,000.00/Yr. - USD $97,000.00/Yr.
<br>
<br>
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate&rsquo;s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel&rsquo;s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition &amp; certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel&rsquo;s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel:
<div>
1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client&rsquo;s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel&rsquo;s clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.</div><div></div><div><br>
1919 Investment Counsel is an Equal Opportunity Employer.</div></div>

Portfolio Analyst

Zoho Corporation B.V.

<div><h3 class="jobSectionHeader"><b>Job Description</b></h3>
<div><div><b>What we do</b></div><div><br>
</div><div>
Zoho produces cloud-based solutions for small, medium, and large businesses. Over the past 20 years, our portfolio has grown from a single online word-processing tool to a comprehensive suite of apps that covers an industry-leading range of use cases. With 40+ products on offer&mdash;and even more in the pipeline&mdash;Zoho is a powerful, integrated business management system.</div><div><br>
</div><div><b>
Who we are</b></div><div><br>
</div><div>
Zoho isn't your average tech company. Privately held and deeply committed to solving problems through global collaboration, our organization believes in experimentation, iteration, and following your instincts. With US headquarters in Austin, TX and global headquarters in Chennai, India (as well as offices in Silicon Valley, Mexico, Singapore, Japan, China, and the Netherlands) we work across time zones, continents, languages and cultures to share Zoho's message with stakeholders, employees, and users on six continents.</div><div><br>
</div><div><b>
What we're looking for</b></div><div><br>
</div><div>
Our PR team is looking for an experienced Analyst Relations (AR) Manager to oversee our successful and quickly-growing analyst initiatives.</div><div><br>
<br>
</div><div><b>This role is only available in Austin, Texas. </b><b>Please note, this is not a remote position.</b></div><div><br>
</div><div><b>
The successful candidate will have:</b><br>
</div><ul><li>
 At least 5 years of experience working hand in hand with Corporate Communications, Product Marketing, and Product Management<br>
</li><li>
 At least 6-8 years of hands-on dedicated analyst relations experience<br>
</li><li>
 Professional analyst references<br>
</li><li>
 Pre-existing relationships with SaaS and technology influencers and research analysts<br>
</li><li>
 Experience building AR programs for specific product teams<br>
</li><li>
 Experience guiding product leadership on analyst interactions, from start to finish<br>
</li><li>
 Experience moving the needle in formal vendor evaluations<br>
</li><li>
 A clear understanding of the significance and purpose of AR for marketing, corporate, and company strategy</li></ul><div><br>
</div><div><b>
The Senior AR Manager will be responsible for:</b><br>
</div><ul><li>
 Building and managing AR programs for specific product teams, and verticals, including setting up inquiries, briefings, making decisions on evaluations and executing on evaluations such as MarketScapes, Waves and Magic Quadrants<br>
</li><li>
 Working closely with global corporate communications teams to build and support analyst relations programs in each region<br>
</li><li>
 Partnering with product marketers, product managers, corporate marketing, and PR to determine the best AR strategies to support specific news and milestones<br>
</li><li>
 Producing quarterly communications to Zoho's large volume of analyst and influencer contacts to keep them abreast of major news and upcoming relevant events<br>
</li><li>
 Partnering with corporate communications team to execute annual analyst events and Zoholics across the globe<br>
</li><li>
 Proactively sharing critical research with Zoho leadership and key product teams<br>
</li><li>
 Serving as a key voice for Zoho in front of global influencers and research analysts<br>
</li><li>
 Maintaining a steady rhythm of communications with key influencers and analysts<br>
</li><li>
 Occasional travel, international and domestic (5-6 trips a year)</li></ul><div></div><div><b><br>
Compensation/Benefits:</b><br>
</div><div>
Permanent employees are offered competitive pay and a full suite of benefits, including medical, dental, and vision insurance as well as a company-sponsored 401k.</div><div></div><div><br>
Zoho Corp. is an equal opportunity employer and is committed to providing a work environment free of discrimination on the basis of sex, race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age, sexual orientation, military status, veteran status, or any other basis protected by federal, state or local law.<br>
</div><div>
Successful applicants undergo a standard background check and demonstrate eligibility to work in the United States.</div><div></div><div><br>
To be considered for employment, all candidates must have the legal right to work in the United States without company sponsorship now or in the future. This position is not open to sponsorship for work visas.</div><br>
</div><p>Zoho USA is an Equal Opportunity Employer and does not discriminate on the basis of race or ethnicity, religion, sex, national origin, age, veteran disability or genetic information or any other reason prohibited by law in employment.</p></div><p></p>
<br><div><h3 class="jobSectionHeader"><b>Job Information</b></h3>
<ul><div><p>Date Opened</p>
<div>10/30/2025
</div></div><div><p>Industry</p>
<div>Technology
</div></div><div><p>Job Type</p>
<div>Full time
</div></div><div><p>State/Province</p>
<div>California
</div></div><div><p>City</p>
<div>San Francisco
</div></div><div><p>Zip/Postal Code</p>
<div>94102
</div></div><div><p>Country</p>
<div>United States</div></div></ul></div>

Senior Analyst Relations Manager

Julius AI

<div>
 Julius is building AI Data Analyst and growing quickly. You'll be a key pillar of our team with the autonomy to own and shape design direction for the entire product experience. Design is a critical part of how we turn AI capabilities into an intuitive product for millions of knowledge workers with varying levels of technical know-how. Join us as a Product Designer to help tackle this.
 <br/>
 <br/>
 Every knowledge worker&mdash;from financial analysts to marketers to product managers&mdash;relies on data to make critical decisions. Yet getting meaningful insights takes hours (at best) or days (on average). Julius gives every knowledge worker their own 24/7 AI data analyst, delivering the insights they need in minutes, not days. We've already made incredible progress since launching. Julius executes over 4 million lines of analysis code daily, and our users have generated over 10 million data visualizations.
 <br/>
 <br/>
 <strong>
  What you'll do:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Design and build user interfaces that are used by millions of knowledge workers to get insights from data within seconds with the help of AI
  </li>
  <li>
   Translate advancing AI capabilities into experiences that feel like magic to everyday users
  </li>
  <li>
   Craft every detail of new product features, from idea to UX to pixel-perfect execution
  </li>
  <li>
   Help define our product's visual identity and interaction patterns
  </li>
  <li>
   Own the design process from concept through to execution, iterating based on feedback and user research
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What we're looking for:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   3+ years of product design experience, designing end-user facing products
  </li>
  <li>
   Portfolio showcasing your UI/UX design skills
  </li>
  <li>
   Comfortable using Figma
  </li>
  <li>
   Familiarity with AI-native interfaces of successful AI products like ChatGPT, Midjourney, Perplexity etc and understanding of what makes them successful
  </li>
  <li>
   Bonus points:
  </li>
  <ul>
   <li>
    Experience with data analysis/data science, or familiarity with the pain points
   </li>
  </ul>
  <li>
   Nice to have:
  </li>
  <ul>
   <li>
    Some programming experience with React, Next.js, Tailwind CSS
    <br/>
   </li>
  </ul>
 </ul>
 <strong>
  About Julius
  <br/>
  <br/>
 </strong>
 We're a small technical team with experience from Uber, Microsoft and Facebook. We're making revenue and we're backed by some of the best investors like AI Grant, and Founders of Vercel, Notion, Perplexity, Palantir, Replit, Zapier, Intercom, Dropbox and researchers from OpenAI and Google DeepMind.
 <br/>
 <br/>
 We work out of a beautiful office in San Francisco&rsquo;s Financial District.
 <br/>
 <br/>
 Compensation Range: $150K - $190K
 <br/>
 <br/>
</div>


Product Designer

Hive

<p>Hive is the leading provider of cloud-based enterprise AI solutions to power the next wave of intelligent automation. We offer a portfolio of best-in-class deep learning models, built with consensus-validated training data sourced and annotated by our distributed workforce of more than 2 million contributors globally. Hive's APIs enable use cases including automated content moderation, contextual advertising, advertising and sponsorship measurement, document parsing, and more. We process billions of API requests per month for many of the world's largest and most innovative companies.</p><p>Hive has raised over $120M in capital from leading investors, including General Catalyst, 8VC, Glynn Capital, Jericho Capital, Bain &amp; Company, Visa Ventures, and others. We have over 170 employees globally in our San Francisco and Delhi offices. Please reach out if you are interested in joining the future of AI!</p><p><b>Media &amp; Sports Analyst</b></p><p>We are looking for talented candidates to join our Hive Media team, a unit of the business focused on serving media companies, agencies, and advertisers with AI-powered products. As an Analyst on our Media &amp; Sports team, you will work closely with the Hive Media team to support delivery and growth of our media business. You will be expected to keep up with multiple projects at a time and apply your strong quantitative skills to analyze priorities, metrics, and client solutions and strategies. This is a great opportunity to be an integral part of a fast-growing startup, and you&rsquo;ll be able to learn the ins and outs of how to support a team of innovative leaders who relentlessly pursue the best experience possible for all of our clients.</p><p><b>Responsibilities</b></p><ul><li>Conduct internal and external analysis on Hive offerings to refine solutions and commercialization strategies</li><li>Communicate outcomes of various projects and analytics to ensure growth and development of business goals</li><li>Collaborate with machine learning and engineering teams in developing working solutions that benefit the client</li><li>Enhance awareness in the targeted business community of Hive and our products / services</li></ul><p><b>Requirements</b></p><ul><li>You have a Bachelor's degree</li><li>Preferred: You have 0-1 years of work experience</li><li>Excellent written and verbal communication skills</li><li>You have demonstrated success in a competitive environment</li><li>You are highly self-motivated and ambitious in achieving goals</li><li>Strong team player, but can work and execute independently</li><li>You&rsquo;re driven; no one needs to push you to excel; that&rsquo;s just who you are</li><li>You are hungry to learn and you actively look for opportunities to contribute</li><li>You are highly organized and detail-oriented; you can handle multiple projects and dynamic priorities without missing a beat</li></ul><p><b>Who We Are</b></p><p>We are a group of ambitious individuals who are passionate about creating a revolutionary AI company. At Hive, you will have a steep learning curve and an opportunity to contribute to one of the fastest-growing AI startups in San Francisco. The work you do here will have a noticeable and direct impact on the development of the company.</p><p>Thank you for your interest in Hive and we hope to meet you soon!</p><p>Job Type: Full-time</p><p>Pay: $50,000.00 - $80,000.00 per year</p><p>Work Location: In person</p>

Media & Sports Analyst

Genisis Technology Solutions

<p><b>Role:</b> Salesforce Business Analyst (CPQ)<br/><b>Location:</b> San Francisco, CA (Onsite/Hybrid)<br/><b>Experience:</b> 8+ Years<br/><b>Visa Status:</b> H4 EAD, GC EAD, GC &amp; USC<br/><b>Employment Type:</b> W2</p><p><b>Required Skills &amp; Qualifications:</b></p><ul><li>8+ years of overall IT experience, with at least <b>5 years as a Salesforce Business Analyst</b>.</li><li>Hands-on experience with <b>Salesforce CPQ (Configure, Price, Quote)</b> implementation projects.</li><li>Strong understanding of <b>Salesforce Sales Cloud</b> and related business processes.</li><li>Excellent communication, analytical, and problem-solving skills.</li><li>Ability to translate complex business requirements into clear technical documentation.</li><li>Salesforce certifications (Administrator, CPQ Specialist, or Consultant) preferred.</li></ul><p>Job Types: Full-time, Contract</p><p>Pay: $40.00 - $60.00 per hour</p><p>Expected hours: 40 per week</p><p>Application Question(s):</p><ul><li>Interested in Working on our w2 (Y/N)</li></ul><p>Experience:</p><ul><li>Salesforce: 5 years (Required)</li><li>CPQ: 2 years (Required)</li></ul><p>Location:</p><ul><li>San Francisco, CA 94107 (Preferred)</li></ul><p>Work Location: In person</p>

Salesforce BA (CPQ) __ W2

Groupe Iprocia

<div>
 <strong>
  Description
  <br/>
  <br/>
 </strong>
 We are seeking a detail-oriented and analytical Data Analyst to join our dynamic team. In this role, you will have the opportunity to transform raw data into meaningful insights and drive data-driven decision-making across the organization. As a Data Analyst, you will work closely with various departments to identify trends, anomalies, and valuable patterns within our data, enabling us to optimize our operations and enhance our strategic initiatives. Your role will be pivotal in gathering, processing, and analyzing large sets of data to derive actionable insights, ultimately contributing to the success of our business objectives. You will utilize your expertise in statistics and analytics to provide recommendations and support business strategies. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys working with data to solve intriguing challenges. If you are passionate about uncovering insights from data and want to be part of a team that values innovation and expertise, we would love to hear from you. Join us and help drive our data initiatives forward while refining your analytical skills in a collaborative and supportive environment.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Collect, clean, and analyze large datasets to derive actionable insights.
  </li>
  <li>
   Develop and maintain dashboards and reports to visualize key metrics and performance indicators.
  </li>
  <li>
   Collaborate with cross-functional teams to identify business needs and provide data-driven solutions.
  </li>
  <li>
   Identify trends and patterns in data that can inform business strategies and decisions.
  </li>
  <li>
   Assist in the design and implementation of data collection systems and other strategies to optimize statistical efficiency and data quality.
  </li>
  <li>
   Provide ongoing support to teams by answering questions and training users on analytics tools and methodologies.
  </li>
  <li>
   Present findings and recommendations to stakeholders in a clear and concise manner.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's degree in Data Science, Statistics, Mathematics, or a related field.
  </li>
  <li>
   Proven experience as a Data Analyst or in a similar role within a business environment.
  </li>
  <li>
   Proficiency in data analysis tools such as SQL, Excel, R, or Python.
  </li>
  <li>
   Experience with data visualization tools such as Tableau or Power BI.
  </li>
  <li>
   Strong understanding of statistical techniques and their applications.
  </li>
  <li>
   Excellent problem-solving skills and attention to detail.
  </li>
  <li>
   Strong communication skills, with the ability to present complex information clearly and effectively.
  </li>
 </ul>
</div>


Data Analyst

Gallup

<div><p><b>Shape the value behind Gallup's most transformative products.
</b></p><p>As a pricing analyst at Gallup, you'll apply analytical rigor, business acumen and creativity to help define the pricing of Gallup's evolving portfolio of subscription tools, digital platforms and learning experiences. Partnering with our finance and product teams, you'll analyze market data, model pricing scenarios and recommend go-to-market strategies for new innovations that blend software, science and human expertise.</p>
<p>
If you're energized by transforming data into pricing strategies that bring innovation to market and produce organizational growth, apply today.</p>
<p><b>
What You'll Do
</b></p><ul><li>Leverage data analytics and AI tools to model and evaluate pricing for new and existing products</li>
<li>Analyze customer segmentation, purchasing behavior and cost structures to inform go-to-market recommendations</li>
<li>Monitor and assess pricing impact on revenue, profitability and market share, identifying opportunities for optimization</li>
<li>Create and maintain financial models for forecasting and scenario planning</li>
<li>Prepare data-driven insights for senior management and cross-functional teams</li>
<li>Collaborate with product, sales and finance teams to test and refine pricing strategies in an evolving market</li>
</ul>
<p><b>Who We Want
</b></p><ul><li><b>Analytical thinkers</b> who test assumptions, apply lessons from different industries and transform complex data into insights that drive smart decisions<b>
</b></li><li><b>Strategic innovators</b> who see pricing as both a science and an art, balancing data-driven rigor with creative problem-solving<b>
</b></li><li><b>Curious learners </b>who ask smart questions, uncover opportunities and build expertise across customer groups, global regions and product categories</li>
<li><b>Credible collaborators</b> who build trusted relationships and earn buy-in through intellect and influence</li>
<li><b>Disciplined achievers </b>who are attentive to details, organize and manage multiple projects, and deliver high-quality work</li>
</ul>
<p><b>What You Need
</b></p><ul><li>Bachelor's degree in finance, economics, mathematics, statistics or a related field required</li>
<li>At least two years of experience in product pricing or pricing analytics required</li>
<li>Mastery of Excel required</li>
<li>Experience working in SaaS, technology, product-based or consulting organizations preferred</li>
<li>A commitment to working on-site at Gallup's San Francisco office at least three days a week required</li>
<li>Eligibility to work in the U.S. required; this position is not eligible for employment visa sponsorship</li>
</ul>
<p><b>What You'll Experience</b></p>
<ul>
<li><b>Mission-driven work:</b> Make a meaningful difference in the world with your unique contributions, commitment to service and exceptional outcomes.</li>
<li><b>An empowering culture: </b>Collaborate with smart, passionate people who love what they do and welcome your ideas, perspectives and experiences.</li>
<li><b>Learning and development: </b>Grow in your career as we invest in what you do best, encourage curiosity and create an environment where it's safe &mdash; and expected &mdash; to challenge the status quo.</li>
<li><b>Brand strength, startup energy:</b> Thrive in an innovative environment backed by a trusted brand.</li>
</ul>
<p><b>About Gallup</b></p>
<p>
At Gallup, we change the world, one client at a time, through extraordinary analytics and advice on everything important facing humankind. Learn more about our work and life at Gallup.</p>
<p>
Gallup offers a robust benefits package that includes medical, dental, vision, life and other insurance options; a fully vested 401(k) retirement savings plan with company matching; an employee stock ownership program; mass transit reimbursement; family-building benefits; an employee assistance program; and various reimbursements and activities that enhance our associates' wellbeing. We also offer an estimated annual salary range of $80,000-$150,000 for this role. Salaries are based on a variety of factors, including an individual's education, experience and skills.</p>
<p>
Gallup is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identity, or any other legally protected basis, in accordance with applicable law.</p>
<p>
To review Gallup's Privacy Statement, please click this link: https://www.gallup.com/privacy. This privacy policy is meant to help you understand what information we collect, why we collect it, and how you can update, manage and delete your information. Your application and the information you provide will be processed and stored in the United States.</p></div>

Pricing Analyst

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