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ai enablement analyst

senior analyst

Forge Global

<p></p><div><div><p>At Forge, we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more.</p>
<p>
With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge&rsquo;s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.</p>
<p>
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.</p>
<p>
Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.</p></div><p></p><div>
<p><b>
The Role:
</b></p><p>We are looking to hire a <b>Senior Data Analyst</b> to join our Analytics team. In this role, you will partner with stakeholders across Product, Marketing, Finance, and Senior Leadership to deliver data-driven insights that influence strategy and decision-making across Forge. You will design and execute experiments, build new datasets, automate reporting, develop predictive analytics and attribution models &mdash; ultimately shaping how we measure, understand, and grow our marketplace. This is a high-impact individual contributor role, ideal for someone who thrives at the intersection of analytics, product strategy, and organizational impact.</p>
<p><b>
Responsibilities:</b></p>
<ul>
<li>Shape business strategy by using SQL, Python, and other analytics tools to analyze data, highlight opportunities, and provide insights that directly inform product and company direction.</li>
<li>Develop predictive models and forecasting tools using Python to support growth, product efficiency, and marketplace strategy leveraging internal user data and external GTM data sources.</li>
<li>Build decision-making tools by designing, maintaining, and automating datasets, dashboards, and reporting infrastructure in Snowflake, Segment, Looker, and Heap to deliver clear insights that support long-term growth strategies.</li>
<li>Automate recurring reporting and analytics processes using Python.</li>
<li>Communicate findings through clear narratives, visualizations, and presentations to senior stakeholders.</li>
<li>Improve our data infrastructure by identifying opportunities to enhance data quality, consistency, and documentation, enabling scalable, accurate, and reliable analytics across Forge.</li>
<li>Design and analyze A/B tests and other experiments in Launch Darkly to guide product development and measure impact.</li>
</ul>
<p><b>Qualifications:</b></p>
<ul>
<li>4+ years of experience in analytics, product analytics, data science or a related field.</li>
<li>Expert-level SQL (advanced queries, optimization, and performance tuning).</li>
<li>Proficient in Python (2+ years) for data analysis, automation, visualization, and forecasting/modeling.</li>
<li>Hands-on experience with BI and data visualization tools, ideally Looker or Tableau, and data warehouses such as Snowflake.</li>
<li>Strong foundation in experimental design and A/B testing methodology, preferably with experience in Launch Darkly and Heap.</li>
<li>Demonstrated ability to develop predictive models and apply statistical analysis in a business context.</li>
<li>Excellent analytical and problem-solving skills, with the ability to structure ambiguous problems and translate business questions into technical analyses.</li>
<li>Strong communication and storytelling skills &mdash; able to present complex insights in a clear, actionable way to both technical and non-technical audiences.</li>
<li>Track record of working cross-functionally and managing multiple stakeholders and priorities.</li>
<li>Undergraduate degree in finance, economics, statistics, mathematics, engineering or related field.</li>
<li>Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication</li>
</ul>
<p></p><p><b><i>For residents of New York, New York the annual salary range for this role is $98,000 - $100,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors</i></b></p></div><p></p><div>
<p>
Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches as well as fingerprint and drug test.</p>
<p></p>
<p>Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.</p></div></div><p></p>

Senior Data Analyst

Fitch Ratings

<p></p><div><div><div><div><div><b>Requisition ID: </b>50153
</div></div></div></div><div><div><div><div><b>Business Unit: </b>Fitch Ratings
</div></div></div></div><div><div><div><div><b>Category: </b>Credit Analysis &amp; Research
</div></div></div></div><div><div><div><div><b>Location:
</b>New York, NY, US
</div></div></div></div><div><div><div><div><b>Date Posted: </b>Jun 12, 2026
</div></div></div></div><div></div><div><div><div><div><div><b>Fitch Ratings is Seeking a U.S.-Based Senior Analyst for its Municipal Infrastructure Team.</b></div>
<div>
As one of the world&rsquo;s top three credit ratings agencies, Fitch Ratings plays a critical role in global capital markets by providing supplementary credit analysis, ratings, research, and commentary to financial market participants. For over 100 years, Fitch Ratings has been creating value for global markets through its rigorous analysis and deep expertise, which have resulted in a variety of market leading tools, methodologies, indices, research, and analytical products. Fitch Ratings is part of Fitch Group, a global leader in financial information services with operations in more than 30 countries, which also includes Fitch Solutions. With dual headquarters in London and New York, Fitch Group is owned by Hearst.</div><div><br>
At Fitch Ratings, credit analysts play a pivotal role in moving markets, as quality credit analysis is the lifeblood of our organization. With a legacy of over a century, our unique approach to credit ratings offers unmatched opportunities for professional growth. Embracing a &ldquo;challenger mindset,&rdquo; you'll join a team dedicated to innovating service to our clients. Our people-driven analysis thrives on collaboration across all levels and locations, surpassing traditional financial modeling. Lastly, as part of our global community, you'll find inspiration, challenge, and support, with ample opportunities for visibility and influence in the global financial marketplace.</div><br>
<div></div>
<div>
Want to learn more about a career as a credit analyst at Fitch Ratings? Visit: https://careers.fitch.group/content/Credit-Analysts/</div><br>
<div></div>
<div><b>
About the Team</b></div>
<div>
The role sits within the U.S. Municipal Infrastructure team, which is part of Fitch Ratings&rsquo; broader U.S. Public Finance group, and provides ratings to municipal issuers in the infrastructure and transportation sectors, including airports, toll roads and seaports. The team has six analysts across Fitch&rsquo;s offices in New York, Chicago, San Francisco and Austin.</div><br>
<div></div>
<div><b>
How You&rsquo;ll Make an Impact:</b></div>
<ul>
<li>Conduct in-depth analysis of U.S. municipal infrastructure issuers by evaluating financial statements, legal documents, and other relevant qualitative and quantitative information.</li>
<li>Monitor a portfolio of credit ratings across airports, toll roads, and seaports; prepare and present credit views at rating committees; and deliver timely and accurate rating commentary for credits under your primary analyst coverage.</li>
<li>Lead ratings analysis and execution for new and existing U.S. municipal infrastructure transactions.</li>
<li>Identify relevant sector and market trends, assess their credit impacts and communicate these trends in publishable research, including sector commentary.</li>
<li>With senior members of the team, participate in issuer meetings and industry conferences, engaging with issuers, investment bankers, financial advisors, and other market participants.</li></ul><br>
<div></div>
<div><b>
You May be a Good Fit if:</b></div>
<ul>
<li>Have 2+ years of public finance and infrastructure credit experience at a bank credit department, a rating agency, a buy side credit department, etc.</li>
<li>Demonstrate excellent written and verbal communication skills, with the ability to present analytical conclusions clearly and concisely.</li>
<li>Possess strong modeling skills and the ability to perform cash flow analysis using analytical tools or spreadsheet-based financial models.</li>
<li>Exhibit strong analytical and critical thinking skills.</li>
<li>Demonstrate the ability to work both collaboratively within a team and independently with minimal supervision while contributing to broader team objectives.</li>
<li>Highly organized and efficient, with the ability to manage multiple priorities, meet tight deadlines and display a strong degree of flexibility to take on additional responsibilities, as required.</li></ul><br>
<div></div>
<div><b>
What Would Make You Stand Out:</b></div>
<ul>
<li>Experience at a rating agency experience or in ratings advisory.</li>
<li>A strong understanding of, and interest in, infrastructure and public finance.</li>
<li>A professional background in capital markets and/or credit analysis.</li>
<li>Familiarity with credit rating methodologies and committee-based analytical processes.</li>
<li>CFA designation.</li>
<li>A master&rsquo;s degree in finance, business or public administration.</li></ul><br>
<div></div>
<div><b>
Why Choose Fitch:</b></div>
<ul>
<li><b>Hybrid Work Environment:</b> 3 days a week in office required</li>
<li><b>A Culture of Learning &amp; Mobility: </b>Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity</li>
<li><b>Investing in Your Future:</b> Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals</li>
<li><b>Promoting Health &amp; Wellbeing:</b> Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing</li>
<li><b>Supportive Parenting Policies: </b>Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively</li>
<li><b>Inclusive Work Environment</b>: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe</li>
<li><b>Dedication to Giving Back:</b> Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community</li></ul><br>
<div></div>
<div>
At Fitch, AI is embedded in how we work every day&mdash;supporting smarter decision-making, streamlining workflows, and enabling new ways to create value for our business and clients. Intelligent solutions are increasingly part of our day-to-day operations, helping teams work more efficiently and think differently as we continue to evolve. We&rsquo;re looking for colleagues who are comfortable operating in an AI-enabled environment&mdash;or who are curious, adaptable, and eager to build their AI literacy over time. We value professionals who embrace technology as part of continuous learning and who are committed to using it thoughtfully to enhance how work gets done.</div><br>
<div></div>
<div>
Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch&rsquo;s credibility and reputation, our employees must take every precaution to avoid conflicts of interest or any appearance of a conflict of interest. Should you be successful in the recruitment process at Fitch Ratings you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work.</div><br>
<div></div>
<div>
Fitch is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate<b> </b>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><br>
<div></div>
<div><b>
FOR CHICAGO ROLES ONLY: </b>Expected base pay rates for the role will be between $80,000 and $95,000 per year. Actual salaries will be determined on an individualized basis and may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base pay is one part of Fitch&rsquo;s total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, long-term incentives, and other benefits sponsored by Fitch.</div>
<div>
#LI-RA1 #LI-HYBRID</div></div></div></div></div></div><p></p>

U.S. Public Finance - Municipal Infrastructure, Senior Analyst - Chicago

Blue Owl Capital

<div>
 Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives&reg;.
 <br/>
 <br/>
 With over $315 billion in assets under management as of March 31, 2026, 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.
 <br/>
 <br/>
 Together with over 1,390 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com
 <br/>
 <br/>
 Blue Owl Real Assets is looking for an Sr. Analyst / Associate / Senior Associate to Investments Team, focused on Portfolio Management. Our team is responsible for the Portfolio Management and strategy of all closed-end and open-ended funds within our Net Lease, Real Estate Finance Credit and Digital
 <br/>
 <br/>
 Infrastructure strategies, as well as ORENT and ODIT, our flagship non-traded REITs. In addition to day-today portfolio management responsibilities, our team also leads the execution of strategic transactions, including take-private acquisitions, capital markets transactions, and strategic sale of asset portfolios. The
 <br/>
 <br/>
 qualified Sr. Analyst / Associate / Senior Associate will be working with a highly collaborative team that is dynamic, entrepreneurial, and hard working. This is an opportunity to join our team in New York.
 <br/>
 <br/>
 <strong>
  DUTIES + RESPONSIBILITIES
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Build and maintain the company&rsquo;s corporate model for multiple funds and the non-traded REIT.
  </li>
  <li>
   Create complex financial analyses in connection with ongoing business planning, new product launches, and the execution of various strategic transactions.
  </li>
  <li>
   Monitor trends in the public and private REIT markets and the bond and equity markets to formulate competitive and financial strategies.
  </li>
  <li>
   Assist with company liquidity, conduct on-going liquidity analysis, proactively plan for capital needs (including capital calls and debt draws).
  </li>
  <li>
   Assist in preparation of quantitative and qualitative analyses, and draft written board presentation materials for our non-traded REIT.
  </li>
  <li>
   Assist in developing and monitoring key business performance metrics, including return calculations, operating results, and trends.
  </li>
  <li>
   Assist with monthly and quarterly valuations processes and coordinate with consultants and participate in valuation committee meetings.
  </li>
  <li>
   Conduct ad hoc projects, such as researching companies, transactions, asset classes and market events to inform senior management decision making.
  </li>
  <li>
   Interface with asset managers, investment officers, accounting, tax and legal teams, commercial banks, investment banks, rating agencies and consultants, etc.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  SKILLS + EXPERIENCE REQUIRED
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   2-3+ years of corporate finance, investment banking, and/or real estate consulting experience
  </li>
  <li>
   Strong demonstrated experience in corporate modeling and financial analysis with advanced skills in Excel
  </li>
  <li>
   Demonstrated strong critical thinking and analytical skills with the ability to quickly synthesize information from multiple sources
  </li>
  <li>
   Strong attention to detail with the ability to work in the details but also assess &ldquo;the bigger picture&rdquo; and provide key takeaways and conclusions
  </li>
  <li>
   Strong verbal, written communication, and interpersonal skills
  </li>
  <li>
   Strong presentation skills, including proficiency in MS PowerPoint
  </li>
  <li>
   Exceptional organizational and time-management skills, including an open, action-oriented personality.
  </li>
  <li>
   Flexible and able to thrive in an entrepreneurial, fast-paced, and proactive environment.
  </li>
  <li>
   Knowledge of REIT rules and tax implications, is a plus.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  CORE COMPETENCIES
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Leading by Example: Demonstrating and fostering, by example, a sense of urgency, strong commitment/accountability, and sound decision-making to achieve goals.
  </li>
  <li>
   Business Acumen: Knowledge of the competitive landscape and current and emerging practice within the industry. Public Real Estate / REITs experience is a plus
  </li>
  <li>
   Vision and Purpose: Embracing and communicating Blue Owl and its goals while reflecting a dedication to success that inspires and motivates. Strong work ethic, and tolerance to working under tight deadlines
  </li>
  <li>
   Motivational and Inspirational: Energetic with a &ldquo;get-it done&rdquo; attitude while keeping the team enthusiastic about the business and the goals set ahead. Encouraging and inspiring colleagues to
   <br/>
   <br/>
  </li>
 </ul>
 stretch beyond what they thought they could accomplish.
 <br/>
 <br/>
 <ul>
  <li>
   Ethics and Values: Adhere to a code of conduct with a moral compass focused on the highest
   <br/>
   <br/>
  </li>
 </ul>
 level of integrity and ethics.
 <br/>
 <br/>
 <strong>
  EDUCATION
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s degree in related field
   <br/>
   <br/>
  </li>
 </ul>
 It is expected that the base annual salary range for this New York City-based position will be $150,000 to $175,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
 <br/>
 <br/>
 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>


Senior Analyst / Senior Associate, Portfolio Management, Real Assets

Book of the Month

<div>
 The Finance and Accounting function oversees all of the financial operations for Book of the Month, including financial reporting, planning and analysis, as well as accounting and treasury operations. The team is also responsible for certain operational planning including demand forecasting and inventory planning.
 <br/>
 <br/>
 This individual will contribute by working across financial and operational planning and analysis projects ensuring our forecasts are updated and accurate for use across the organization.
 <br/>
 <br/>
 What you will do&hellip;
 <br/>
 <br/>
 <ul>
  <li>
   Collaborate cross-functionally to forecast and anticipate inventory and demand planning requirements for membership, books, paper, non-book inventory, and new product launches
  </li>
  <li>
   Update financial forecasts including monitoring the assumptions that go into the broader financial models across the company.
  </li>
  <li>
   Work with the Controller and Manager, FP&amp;A to close the month and update the monthly financial reports
  </li>
  <li>
   Update and monitor our daily demand forecast across multiple monthly cycles to optimize stock levels, reduce obsolescence, inform labor planning, and support service level goals
  </li>
  <li>
   Work with the SVP and Manager, FP&amp;A to do research, modeling and analysis associated with corporate and business development opportunities
  </li>
  <li>
   Provide support for ad-hoc analysis across the company
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About You&hellip;
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   At least 1 - 3 years of professional experience in finance, accounting, financial planning, investment banking, consulting, data or analytics, or another role requiring quantitative analysis and problem solving
  </li>
  <li>
   Bachelor&rsquo;s degree in finance, accounting, business, operations, data, or math strongly preferred
  </li>
  <li>
   Can read, interpret and analyze data well
  </li>
  <li>
   Proactive and resourceful, thrives working in a fast-paced environment and highly organized with great attention to detail
  </li>
  <li>
   Strong communication skills, both verbal and written and a proven ability to work in a highly collaborative and dynamic environment
  </li>
  <li>
   Interested in commercial fiction and/or ecommerce
  </li>
  <li>
   Strong technical skills
  </li>
  <li>
   Proficiency in Excel and / or Google Sheets required
  </li>
  <li>
   Experience building reports and dashboards in a BI tool is a plus
   <br/>
   <br/>
  </li>
 </ul>
 Salary range: $75,000 - $115,000
</div>


Senior Financial Analyst

Société Générale

<div><div><h2 class="jobSectionHeader"><b>Responsibilities
</b></h2><div><p>Conduct in-depth analysis of companies, stocks, and industry themes; Publish written research on industry insights; Conduct and report on financial forecasting, including building detailed forward looking models; Build strong relationships across the investing community including our sales, trading teams and institutional clients; Build a network within their industry including senior management of their companies; Collaborate with global Senior Analyst peers in researching and analyzing technology industry trends, developing sector expertise; Communicate perspective on strategic positioning of companies within coverage and their future prospects in the market, and analysis of industry themes; Perform fundamental company and financial analysis and provide market performance and investment research coverage for companies within various industries; Perform complex financial forecasting, including building detailed financial forward-looking models; Contribute to the firm&rsquo;s research written products; Define data requirements, collect data from a wide range of publications, public filings and databases (Bloomberg, FactSet), and validate information by applying judgment and statistical tests and using a variety of software tool; Build strong relationships across the investing community, including our sales and trading teams and institutional clients; Build a network within the Technology industry including senior management of their companies; and Lead team of 1-2 Research Associates. Requires up to 20% domestic and international travel for marketing investment ideas to global institutional investors. Partial telecommuting permitted; on-site at 245 Park Ave., New York, NY 10167 when not telecommuting. Salary: $225,000-$450,000 per year.
</p><p>LOCATION: Bernstein Institutional Services LLC 245 Park Ave., New York, NY 10167
</p></div></div><div></div><div><h2 class="jobSectionHeader"><b>Profile required
</b></h2><div><p>MINIMUM REQUIREMENTS: Bachelor&rsquo;s degree in Finance, Operations Research or a related field, plus 3 years of professional experience as a Financial Analyst, Investment Analyst, or any occupation/position/job title performing equity research and competitive landscape analysis.
</p><p>Must also have experience in the following: 3 years of professional experience building forward-looking financial models, including forecasting, scenario analysis, and valuation models; 3 years of professional experience analyzing financial statements (including balance sheet, income statement and cash flow) and utilizing data sources; 3 years of professional experience independently drafting written reports and presentations for internal and external clients using statistical methods for data validation and trend identification; 3 years of professional experience performing equity research including analyzing stocks, sectors, and industry trends and performing competitive landscape analysis; and 2 years of professional experience visualizing and analyzing results with Microsoft BI or Tableau.
</p></div></div><div><h2 class="jobSectionHeader"><b>Business insight
</b></h2><div><p>Bernstein is widely recognized as a premier global equity research and brokerage firm, with a trading platform that spans the US, Europe, and Asia. Our research and trading capabilities are sought out by leading investment managers around the world, and we have a long history of our research receiving #1 rankings for overall quality and industry knowledge.
</p><p>Research is our legacy and foundation. Our brand is defined by our Blackbooks, renowned for their in-depth quantitative forecasts and unmatched industry expertise. Our Research Analysts are thought leaders who typically have many years of direct experience in the industries they cover. Our reputation is for the very highest caliber of disciplined investment and industry analysis.
</p><p>In 2019 Bernstein acquired Autonomous Research, a highly regarded global financial services independent research firm. This acquisition further strengthened us as the preeminent provider of the highest-quality research to our clients worldwide.
</p></div></div><div><div><h2 class="jobSectionHeader"><b>Diversity and Inclusion
</b></h2><div></div><div>Societe Generale is an equal opportunity employer, and we are proud to make diversity a strength for our company. We are committed to recognizing and promoting the talents and achievements of our employees and staff, regardless of race, religion, color, national origin, sex, disability, age, gender, sexual orientation, and any other characteristic or status protected under applicable law.</div></div></div></div>

Senior Research Analyst (U.S. Internet/Technology) (Bernstein Institutional Services LLC, New York, NY)

Citi

<div><h2 class="jobSectionHeader"><b>Discover your future at Citi</b></h2>
<p>Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you&rsquo;ll have the opportunity to grow your career, give back to your community and make a real impact.</p>
<h2 class="jobSectionHeader"><b>Job Overview</b></h2>
<p><b>Job Description:</b></p>
<p>Citi is looking for a Balance Sheet Strategy Senior Lead Analyst to join the Balance Sheet Strategy and Returns team within the Treasury function, playing a central role in shaping how Citi manages and utilizes its financial resources. In this position, you will drive strategic analysis and initiatives that directly inform senior decision-making on capital, liquidity, and returns. This is a unique opportunity to operate at the intersection of Treasury strategy, corporate finance, and executive engagement, with direct visibility into Citi's firm-wide balance sheet planning priorities.
<br>
<br>
<b>Responsibilities:</b></p>
<ul><li>Lead the development of impactful materials and critical analyses for a senior cross-functional strategy forum focused on generating and recommending initiatives that improve Citi's financial resource utilization and returns.</li>
<li>Coordinate and support strategy working group sessions that feed into the forum, engaging directly with senior business stakeholders to solicit input, organize breakout sessions, and assess the quality of analyses presented.</li>
<li>Serve as a Treasury sponsor delegate for Citi's cost of equity framework, ensuring its outputs remain accurate, current, and decision-ready for use across the organization.</li>
<li>Calculate, track, and analyze Citi's cost of capital using the cost of equity framework, producing key deliverables in support of senior management reporting and decision-making.</li>
<li>Establish and maintain consistent return frameworks that guide the appropriate allocation of Citi's capital and financial resources across the organization.</li>
<li>Engage with Corporate M&amp;A on behalf of Treasury to conduct comprehensive financial impact assessments and support senior Treasury leadership's M&amp;A oversight responsibilities.</li>
</ul><p></p><p><b>Qualifications &amp; Skills:</b></p>
<ul><li>10 or more years of experience in financial services, with demonstrated expertise in balance sheet management, Treasury, or a closely related discipline.</li>
<li>Advanced analytical capability in evaluating actual and forecast financial results.</li>
<li>Strong proficiency in analytical tools such as Excel, Python, and SQL, applied to complex financial analysis.</li>
<li>Demonstrated ability to communicate complex financial concepts clearly and persuasively, across written communication, presentations, and senior-level verbal settings.</li>
<li>Solid command of balance sheet fundamentals and profit and loss dynamics, with the ability to translate financial data into strategic recommendations.</li>
<li>Familiarity with Citi financial systems or equivalent enterprise-grade Treasury and finance platforms used in large financial institutions is an advantage.</li>
</ul><ul><li>Experience presenting to or preparing materials for senior governance forums, executive committees, or investor-facing audiences is an advantage.</li>
</ul><p></p><p><b>Education:</b></p>
<ul><li>Bachelor's degree in finance, economics, or a related field; a Master's degree is an advantage.</li>
</ul><p>-</p>
<h2 class="jobSectionHeader"><b>Job Family Group:
</b></h2>Finance
<p>-</p>
<h2 class="jobSectionHeader"><b>Job Family:</b></h2>
Balance Sheet Management
<p>-</p>
<h2 class="jobSectionHeader"><b>Time Type:</b></h2>
Full time
<p>-</p>
<h2 class="jobSectionHeader"><b>Primary Location:</b></h2>
New York New York United States
<p>-</p>
<h2 class="jobSectionHeader"><b>Primary Location Full Time Salary Range:</b></h2>
$176,720.00 - $265,080.00<br>
<p><br>
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
</p><p>-</p>
<h2 class="jobSectionHeader"><b>Most Relevant Skills
</b></h2>Balance Sheet, Business Acumen, Digital Skills (Including AI), Financial Analysis, Internal Controls, Management Reporting, Process Execution, Risk Identification and Assessment.
<p>-</p>
<h2 class="jobSectionHeader"><b>Other Relevant Skills
</b></h2>For complementary skills, please see above and/or contact the recruiter.
<p>-</p>
<h2 class="jobSectionHeader"><b>Anticipated Posting Close Date:</b></h2>
Jun 29, 2026
<p>-</p>
<p><i>Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</i></p></div><p></p>

Balance Sheet Mgmt Sr Ld Anlst - SVP

Nomura

<div></div><div><div><div><div><div>Job Code: 11527
</div></div></div></div><div><div><div><div>Country: US
</div></div></div></div><div><div><div><div>City: New York
</div></div></div></div><div><div><div><div>Skill Category: Global Wholesale Strategy
</div></div></div></div><div><div><div><div>Description:
<div><b>Job Title: Analyst, Executive Office, Global Markets and Investment Banking</b></div><br>
<div></div><div>Corporate Title: Analyst</div>
<div>Department: Wholesale</div>
<div>Location: New York</div><br>
<div></div><div>The pay range for this position at commencement of employment is expected to be between $100,000-$135,000</div><br>
<div></div><div><b>Company Overview</b></div><br>
<div></div><div>Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East &amp; West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.</div><br>
<div></div><div>Aon&rsquo;s Benefit Index&reg;, Nomura&rsquo;s benefits rank #1 amongst our competitors</div>
<div><b>Job Description</b></div><br>
<div></div><div>This role operates within the office of the Head of Wholesale to support key initiatives and ensure the smooth running of Nomura's Wholesale Division (encompassing Global Markets and Investment Banking) across businesses and regions in a dynamic market environment.</div><br>
<div></div><div>The Analyst will be an integral member of the Executive Office, serving as a critical coordination point between the Head of Wholesale and various stakeholders. They will partner closely with the Strategy team on firm-wide presentations and deliverables, work with business COOs across the division, and collaborate with corporate functions including Strategy, HR, Finance, Technology, Risk, Legal &amp; Compliance, and Corporate Communications.</div><br>
<div></div><div>The role holder will directly support the Head of Wholesale across a broad range of responsibilities, including coordinating strategic communications, managing executive meetings and committees, supporting client engagement initiatives, and helping facilitate division-wide priorities. This position offers unique exposure to senior leadership and requires exceptional organizational skills, strong attention to detail, and the ability to maintain discretion while managing multiple competing priorities in a fast-paced environment.</div><br>
<div></div><div><b>Role and Responsibilities:</b></div><br>
<div></div><ul><li><b>Executive meetings:</b> Orchestrate executive committees and management offsites including developing meeting agendas, coordinating with senior stakeholders, taking notes and tracking follow-up actions, and working with Events team to plan offsites</li><br>
</ul><div></div><ul><li><b>Employee engagement</b><b>:</b> Drive positive workplace culture by partnering with businesses, HR, and employee groups to organize various events (e.g. networking receptions, lunch and learns, fireside chats), drive employee recognition initiatives, and support talent priorities while serving as a key liaison between senior management and employees</li><br>
</ul><div></div><ul><li><b>Client engagement</b><b>:</b> Partner with Senior Relationship Management team to ensure Head of Wholesale is thoroughly prepared for client meetings, help coordinate necessary follow-ups, plan for important conferences and events, and support client outreach</li><br>
</ul><div></div><ul><li><b>Internal communications</b><b>:</b> Support town halls, draft and review announcements and other written messages, develop talking points for speaking engagements, and generate creative communication strategies to enhance engagement and information flow across the organization, partnering closely with Corporate Communications</li><br>
</ul><div></div><ul><li><b>External communications</b><b>:</b> Coordinate media engagements with Corporate Communications, support development of media talking points and messaging to strengthen the profile of the Wholesale Division, and manage social media presence for division head</li><br>
</ul><div></div><ul><li><b>Firm deliverables</b><b>:</b> Coordinate with Strategy team on developing high-impact presentations for firm management committee, board of directors, regulatory meetings, budget discussions, and firm-wide events, crafting compelling talking points that align with organizational objectives</li><br>
</ul><div></div><div><b>Requirements</b></div>
<ul><li>Bachelor's Degree in any discipline with 1-3 years of experience at a financial services, media, or consulting firm</li>
<li>Excellent organizational and planning skills, with strategic mindset and capacity to anticipate needs</li>
<li>Strong interpersonal skills with demonstrated success communicating effectively and professionally with stakeholders at all levels</li>
<li>Outstanding written and verbal communication skills, with experience in executive communications, presentation development, and messaging</li>
<li>Proven track record of managing multiple competing priorities effectively in a fast-paced environment</li>
<li>Sound judgment and high level of discretion when handling sensitive information</li>
<li>Strategic thinker with collaborative, can-do attitude and desire to be a helpful partner to stakeholders</li>
<li>Proactive and solutions-oriented approach with strong attention to detail</li>
<li>Proficiency in Microsoft Office Suite (particularly PowerPoint, Word, and Excel)</li><br>
</ul><div></div><ul><li>base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience.
</li></ul><div>If hired, employee will be in an &ldquo;at-will position&rdquo; and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors&rdquo;.</div>
<div><i>Nomura is an Equal Opportunity Employer</i></div><br>
</div></div></div></div><p><br>
<b>Nearest Major Market: </b>Manhattan
<br>
<b>Nearest Secondary Market: </b>New York City</p></div>

Analyst/Associate, Executive Office, Global Markets & Investment Banking

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