analyst - data analytics digital lounge services

data analyst

analyst - data analytics digital lounge services Jobs in New York

business analyst

finance analyst

financial analyst

private equity analyst

JPMorganChase

<div>JOB DESCRIPTION 
The Analyst will be an active member of the Value Advantage Portfolio Team responsible for contributing to the investment process by researching companies across various sectors and market capitalizations with the objective of producing actionable investment recommendations.
Job responsibilities:<ul><li>
Develop analytical and valuation framework for covered stocks and for ensuring the quality and consistency of the investment team&rsquo;s research process.</li><li>
Identify fundamental risks for each stock in regard to macro, industry and company-specific events.
</li><li>Perform independent fundamental analysis of a company&rsquo;s business by analyzing historical financial statements and SEC filings, interviewing corporate executives, and leveraging proprietary and AI-driven research tools to identify sources of competitive advantage and understand the company&rsquo;s business model.</li><li>
Build and maintain financial models to estimate future cash flows and sustainable earnings power.
</li><li>Maintain written and verbal communication with the Portfolio Manager.
</li><li>Collaborate on investment theses and monitor against company updates.</li><li>
Utilize valuation techniques to estimate firm value.</li></ul>
Required qualifications, skills and competencies;
<ul><li>Bachelor Degree</li><li>
4+ years experience.</li><li>
Generalist
</li><li>Must be detail-oriented and highly numerate with creative problem-solving abilities, a strong interest in financial markets and an ability to multi-task.</li><li>
Requires independent thinking and the ability to perform research with limited oversight.</li><li>
Must possess strong interpersonal skills and be a team player.
</li></ul>Preferred qualifications, skills and competencies;
<ul><li>Preferably a degree with a concentration in economics, finance, and/or CFA designation.
</li><li>Key focus on Financials, Energy, Technology sectors; research experience in any of these areas is preferred, but not necessary.</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Asset Management - Value Advantage Equity Research Analyst - Vice President

Robert Half

<div>
 
 Robert Half Financial Services are hiring for a VP/Principal Private Equity Investment role for a Buyout/Control Investment focused Private Equity firm located in midtown Manhattan New York. Our client requires 6+ years Buyout/Control Investment experience at a Private Equity firm. Must have demonstrated track record of deal sourcing, structuring, negotiation, and execution across multiple workstreams. The role is 5 days per week in the midtown Manhattan office.
 
 
 
 
 
 As a VP/Principal, this team member will serve as a senior deal execution leader &mdash; owning transaction processes end-to-end, managing junior team members, and playing a key role in sourcing, developing, and structuring new investment opportunities. The Vice President/Principal will operate with a high degree of autonomy and work directly on all aspects of the investment lifecycle. They act independently to drive investment processes, interacting directly with management teams, bankers, lenders, and partners to create value.
 
 
 
 
 
 
 Responsibilities:
 
 
 
 Deal origination &amp; execution
 
 <ul>
 <li>
 Lead deal sourcing through a strong network of bankers, advisors, and management teams
 </li>
 <li>
 Own end-to-end execution of transactions including process management, due diligence, structuring, and closing
 </li>
 <li>
 Oversee development of investment theses, financial models, and investment committee presentations
 </li>
 <li>
 Drive negotiation of LOIs, purchase agreements, and financing documentation in collaboration with legal counsel
 </li>
 <li>
 Develop and maintain a proprietary deal pipeline through relationships with management teams, intermediaries, and advisors
 </li>
 <li>
 Evaluate new investment opportunities across multiple strategies and asset classes with a high degree of autonomy
 </li>
 </ul>
 
 Portfolio management &amp; value creation
 
 <ul>
 <li>
 Take a highly active role in portfolio company value creation by closely collaborating with management teams to drive strategic and operational initiatives
 </li>
 <li>
 Lead add-on acquisition processes including target identification, outreach, negotiation, structuring, and execution
 </li>
 <li>
 Define and monitor key financial and operational performance indicators across portfolio and escalate risks or opportunities to senior leadership
 </li>
 <li>
 Sit on or observe portfolio company boards
 </li>
 </ul>
 
 Leadership &amp; team development
 
 <ul>
 <li>
 Manage, mentor, develop, and delegate work to Associates and Senior Associates on live deals and day-to-day workstreams
 </li>
 <li>
 Provide ongoing feedback and coaching to support junior team members' professional growth
 </li>
 <li>
 Contribute to firm-building initiatives including recruiting, process improvement, fundraising, and culture
 </li>
 <li>
 Help shape the firm's investment strategy and sector focus
 
 </li>
 </ul>
 
 
 Qualifications:
 
 
 <ul>
 <li>
 6+ years Buyout/Control Investment experience at a Private Equity firm.
 </li>
 <li>
 Demonstrated track record of deal sourcing, structuring, negotiation, and execution across multiple workstreams
 </li>
 <li>
 Exceptional technical, analytical, and written communication skills
 </li>
 <li>
 High performance, ownership mentality with strong work ethic and ability to work under pressure and tight deadlines
 </li>
 <li>
 Bachelor degree from a top university. MBA or CFA advantageous
 </li>
 </ul>
 
 
 
 
 The VP/Principal Private Equity Investment role is 5 days per week in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience and level, the range is $250-350k base plus 100% target cash bonus and additional carry structure at senior level. If your profile matches the above criteria, please add me on LinkedIn and email me directly; Trishan Khareghat
 
 
 
 Robert Half is the world&rsquo;s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
 
 
 
 
 Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
 
 
 
 
 All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
 
 
 
 
 &copy; 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking &ldquo;Apply Now,&rdquo; you&rsquo;re agreeing to Robert Half&rsquo;s Terms of Use and Privacy Notice.
 
</div>

VP/Principal Private Equity Investment - Buyout

Barclays

<div><div>Date live: 05/06/2026
 Business Area: Equity Research
 Area of Expertise: Research
 Contract: Permanent
 Reference Code: JR-0000110771
 Salary / Rate $125,000.00 - $175,000.00</div></div>
 <div>Join Barclays as an Equity Research Utilities, AVP, where you&rsquo;ll have the chance to collaborate with senior analysts to produce comprehensive research reports and presentations while monitoring market trends, economic indicators, and company news to update and refine investment solutions. You will also engage with institutional clients to communicate the research findings and provide strategic recommendations.
To be successful as an Equity Research Utilities, AVP, you should have:
<ul><li>Ability to conduct detailed analysis and valuation of companies
</li><li>Proficiency in financial modelling and interpreting highly detailed financial statements
</li><li>Utilities, or relevant experience
</li><li>Solid written and verbal communication
</li><li>The ability to effectively convey research investment recommendations to clients
</li></ul>Some other highly valued skills may include:
<ul><li>Familiarity with financial software and databases such as Bloomberg, and advanced Excel
</li><li>Experience in building and maintaining relationships with institutional clients
</li><li>Ability to lead projects and mentor junior analysts
</li><li>FINRA licensing: SIE, S63, S86, S87
</li><li>CFA designation or in process
</li></ul>You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.
This role is located in New York, NY.
This role is regulated by FINRA.
Minimum Salary: $125,000
Maximum Salary: $175,000
The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.
Purpose of the role
To produce and deliver Research with differentiated market insights and actionable ideas to Barclays Clients.
Accountabilities
<ul><li>Analysis of market, sector, corporate and/or economic data to help develop investment theses for your coverage universe to produce best in class Research.</li>
<li>Research may range from individual company or sector notes, through to long dated thematic reports.</li>
<li>Presentation of Research views to Barclays Clients; this can be through direct, face to face and virtual interactions, Research hosted events and written communications.</li>
<li>Engagement with Markets, Client Strategy and other stakeholders, to raise awareness of your Research both to Clients and internally. Prioritise interaction with the most relevant and valuable Clients for your Research.</li>
<li>Provision of insights and Research views to internal Clients to help them navigate financial markets and risks.</li>
<li>Collaboration with the Supervisory Analyst, Compliance and other stakeholders to ensure Research is produced and delivered to Clients and internal stakeholders in a compliant manner.</li>
</ul>Assistant Vice President Expectations
<ul><li>To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.</li>
<li>Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes</li>
<li>If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others.</li>
<li>OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.</li>
<li>Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.</li>
<li>Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.</li>
<li>Take ownership for managing risk and strengthening controls in relation to the work done.</li>
<li>Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.</li>
<li>Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.</li>
<li>Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.</li>
<li>Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.</li>
<li>Influence or convince stakeholders to achieve outcomes.</li>
</ul>All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</div>

Equity Research Utilities, AVP

Citizens

<div>
 
 Description
 
 
 
 Citizens' equity research department covers 400+ public companies and provides institutional clients with comprehensive industry knowledge, unique insight and actionable information. Our senior research analysts are charged with developing proprietary investment themes, anticipating secular and cyclical changes and producing action-oriented reports. Citizens follows companies in seven broad growth industries: Technology, Healthcare, Financial Services, Consumer, Industrial , Digital Infrastructure and Real Estate&mdash;and produces specialized equity research that enables investors to understand and invest in complicated growth stocks profitably.
 
 
 We are seeking an Associate to join its Healthcare Research Group in New York, specifically working within the Biotechnology and Biopharmaceuticals team. The Research Associate will be involved in all facets of research activities and will play an integral role supporting the coverage of more than 25 publicly traded biotech and biopharma companies interacting with company executives, presenting to the salesforce, and communicating with public investors, venture capital firms and private equity firms.
 
 
 The specific responsibilities of the Associate include, but are not limited to, writing research reports, financial analysis and modeling, conducting industry and company-specific research, coordinating the various processes involved in generating actionable, proprietary research.
 
 
 As part of their responsibilities, the associate will be expected to study for and pass the Securities Industry Essentials (SIE) exam as well as the Series 86 and Series 87 exams.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Create and maintain financial models
 </li>
 <li>
 Perform financial analysis and due diligence
 </li>
 <li>
 Write company specific and thematic investment-driven research reports
 </li>
 <li>
 Conduct research from the primary literature, proprietary databases, tailored industry surveys
 </li>
 <li>
 Attend meetings with management teams and investor conferences
 </li>
 <li>
 Analyze and update investment themes and ideas across the Internet sector
 </li>
 <li>
 Respond to requests from institutional sales force and from clients
 
 
 </li>
 </ul>
 
 Skills/Qualifications Required
 
 
 
 <ul>
 <li>
 1-2 years of research experience strongly preferred
 </li>
 <li>
 Live in, or ability to relocate to, New York
 </li>
 <li>
 An understanding of stocks and the stock market
 </li>
 <li>
 Basic understanding of accounting and finance
 </li>
 <li>
 Bachelor's degree along with outstanding academic achievement, preferably in fields of biomedical science, MD/PhD strongly preferred. CFA, MBA, or courses in financial modeling or accounting preferable.
 </li>
 <li>
 High level of proficiency with Excel
 </li>
 <li>
 Strong verbal and written communication skills
 </li>
 <li>
 Strong leadership and team working skills
 </li>
 <li>
 Superior work ethic
 
 
 </li>
 </ul>
 
 Hours &amp; Work Schedule
 
 
 
 <ul>
 <li>
 Hours per Week: 40
 </li>
 <li>
 Work Schedule: Mondays to Fridays in person at 1301 Avenue of the Americas, New York, New York
 
 
 </li>
 </ul>
 
 Pay Transparency
 
 
 
 The salary range for this position is $110,000 to $140,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
 
 
 We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens&rsquo; paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
 
 
 
 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
 
 
 
 
 Equal Employment Opportunity
 
 
 
 Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague&rsquo;s or a dependent&rsquo;s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
 
 
 
 Why Work for Us
 
 
 
 At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
 
 
 Posting End Date: 04/15/2026
</div>

Associate Equity Research - Biopharma and Biotech

<div><div>Date live: 05/07/2026
 Business Area: Equity Research
 Area of Expertise: Research
 Contract: Permanent
 Reference Code: JR-0000110768
 Salary / Rate $125,000.00 - $175,000.00</div></div>
 <div>Join Barclays as an Equity Research Multi Industry, AVP, where you&rsquo;ll have the chance to collaborate with senior analysts to produce comprehensive research reports and presentations while monitoring market trends, economic indicators, and company news to update and refine investment solutions. You will also engage with institutional clients to communicate the research findings and provide strategic recommendations.
To be successful as an Equity Multi Industry, AVP, you should have:
<ul><li>Ability to conduct detailed analysis and valuation of companies
</li><li>Proficiency in financial modelling and interpreting highly detailed financial statements
</li><li>Multi Industry, Industrials, or relevant experience
</li><li>Solid written and verbal communication
</li><li>The ability to effectively convey research investment recommendations to clients
</li></ul>Some other highly valued skills may include:
<ul><li>Familiarity with financial software and databases such as Bloomberg, and advanced Excel
</li><li>Experience in building and maintaining relationships with institutional clients
</li><li>Ability to lead projects and mentor junior analysts
</li><li>FINRA licensing: SIE, S63, S86, S87
</li><li>CFA designation or in process
</li></ul>You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.
This role is located in New York, NY.
This role is regulated by FINRA.
Minimum Salary: $125,000
Maximum Salary: $175,000
The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.
Purpose of the role
To produce and deliver Research with differentiated market insights and actionable ideas to Barclays Clients.
Accountabilities
<ul><li>Analysis of market, sector, corporate and/or economic data to help develop investment theses for your coverage universe to produce best in class Research.</li>
<li>Research may range from individual company or sector notes, through to long dated thematic reports.</li>
<li>Presentation of Research views to Barclays Clients; this can be through direct, face to face and virtual interactions, Research hosted events and written communications.</li>
<li>Engagement with Markets, Client Strategy and other stakeholders, to raise awareness of your Research both to Clients and internally. Prioritise interaction with the most relevant and valuable Clients for your Research.</li>
<li>Provision of insights and Research views to internal Clients to help them navigate financial markets and risks.</li>
<li>Collaboration with the Supervisory Analyst, Compliance and other stakeholders to ensure Research is produced and delivered to Clients and internal stakeholders in a compliant manner.</li>
</ul>Assistant Vice President Expectations
<ul><li>To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.</li>
<li>Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes</li>
<li>If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others.</li>
<li>OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.</li>
<li>Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.</li>
<li>Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.</li>
<li>Take ownership for managing risk and strengthening controls in relation to the work done.</li>
<li>Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.</li>
<li>Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.</li>
<li>Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.</li>
<li>Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.</li>
<li>Influence or convince stakeholders to achieve outcomes.</li>
</ul>All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</div>

Equity Research Multi Industry, AVP

Bank of America

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

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

Safra National Bank

<div>
 
 
 About Safra National Bank of New York and Safra Securities
 
 
 
 
 
 
 Safra Securities LLC is the self-clearing broker dealer fully-owned subsidiary of Safra National Bank of New York ("Safra National"), a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Reserve and the Federal Deposit Insurance Corporation (&ldquo;FDIC&rdquo;). Headquartered in New York, with a branch in Florida and representative offices in Brazil, Chile, Mexico and Panama, Safra National is a leading private bank with a devoted team of relationship managers serving many sophisticated U.S. and international high net worth clients, with focus on Latin America.
 
 
 
 
 
 
 Position Summary
 
 
 
 We are currently looking for an Operations Analyst to support Securities Operations and focus on client relationships and end-to-end trade lifecycle including middle and back-office support across products such as Asset Backed, preferred, equity linked options.
 
 
 
 
 
 
 Requirements
 
 
 <ul>
 <li>
 Familiar with front end trading systems such as a portfolio system or Bloomberg
 </li>
 <li>
 FX and foreign settlement exposure
 </li>
 <li>
 Swaps / Derivatives / Futures
 </li>
 <li>
 Repos / Reverse Repos
 </li>
 <li>
 Broker CD&rsquo;s
 </li>
 <li>
 Valuations to DTCC for compliance with CFTC regulations
 </li>
 <li>
 Current in-depth knowledge of Calypso Front Office Solutions functionality
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 Self-clearing Broker Dealer or Custodian experience
 </li>
 <li>
 Operational controls and oversight monitoring
 </li>
 <li>
 Risk management or audit experience
 </li>
 <li>
 Professionally reply to internal and external inquiries
 </li>
 <li>
 Good working knowledge of Microsoft Office Word / Enhanced Excel (V-Lookup, Macro)
 </li>
 <li>
 FINRA Series 99 registration or higher, preferred.
 </li>
 </ul>
 
 
 
 
 
 Workplace setting and schedule
 
 
 <ul>
 <li>
 5 days onsite, New York, NY
 </li>
 <li>
 Monday &ndash; Friday from 9:00am to 5:00pm
 </li>
 </ul>
 
 
 
 
 
 
 
 
 
 
 
 Safra National Bank is an Equal Employment Opportunity
 
 
</div>

Operations Analyst, Safra Securities

Explore 323+ Private equity analyst in New York this May. Find roles across top companies and apply now to boost your career.