account analyst

business analyst - capital markets Jobs in Boston

business analyst - capital markets

senior financial analyst

Boston Medical Center

<div><p><b>POSITION SUMMARY:</b></p><p></p><p>
Reporting to the Manager of Financial Planning, the Senior Financial Analyst, Financial Planning will play a pivotal role in driving the financial planning, budgeting, and analysis efforts for BMC&rsquo;s newly created Physician Organization. This position will be responsible for delivering data integrity and data-driven insights to facilitate informed decision-making and safeguard overall financial well-being of the organization.</p><p></p><p><b>
Position</b>: Senior Financial Analyst</p><p><b>
Department</b>: Finance Operations</p><p><b>
Schedule</b>: Full Time</p><p></p><p><b>
Monthly Financial Analysis and Reporting</b><b>:</b></p><ul>
<li><p>
Assist in the preparation of standardized monthly reports for distribution to the leadership, administrative, and operations teams</p></li>
<li><p>
Perform variance analysis to compare actual financial outcomes with budget and provide explanation for deviations</p></li>
<li><p>
Perform regular checks to ensure financial data integrity in collaboration with the Accounting team</p></li>
</ul><p></p><p><b>
Budget Planning and Development</b><b>:</b></p><ul>
<li><p>
Under the review of the Manager, assist in the preparation of annual budgets and long-term financial plans for assigned areas</p></li>
<li><p>
Utilize newly implemented financial system to build department level budgets</p></li>
<li><p>
Coordinate with department heads to gather and analyze budgetary data information</p></li>
<li><p>
Provide training and support to assigned areas during the budgeting process</p></li>
<li><p>
Develop complex budgetary analysis as directed</p></li>
</ul><p></p><p><b>
Financial Systems Implementation and Management:</b></p><ul>
<li><p>
Assist with the implementation of financial systems, and serve as its SME</p></li>
<li><p>
Assist with data validation in newly implemented financial system, developing reporting out of it, and building dashboards for KPI tracking</p></li>
</ul><p></p><p><b>
Managing Databases and Other Ad Hoc Financial Analysis</b>:</p><ul>
<li><p>
Create and maintain up-to-date databases related to personnel/headcount planning for clinical providers and non-clinical staff</p></li>
<li><p>
Lead and participate in special financial projects and initiatives as needed that involve financial modeling/scenario analysis/sensitivity analysis</p></li>
<li><p>
Coordinate with cross-functional teams (Accounting, HR, Operations) to achieve project goals within assigned timeline</p></li>
</ul><p></p><p><b>
JOB REQUIREMENTS</b></p><p></p><p><b>
EDUCATION:</b></p><ul>
<li><p>
Bachelors Degree required, with preference for concentration in Health Care, Economics, Business, Accounting, or Finance.</p></li>
<li><p>
Master in Business, Public Health, or Public Administration preferred.</p></li>
</ul><p></p><p><b>
EXPERIENCE:</b></p><ul><li><p>
Five years professional experience in financial analysis, budgeting, accounting, or planning function, preferably in a healthcare-related setting.</p></li></ul><p></p><p><b>
KNOWLEDGE AND SKILLS:</b></p><ul>
<li><p>
Ability to independently produce clear financial analysis regarding complex issues.</p></li>
<li><p>
Highly analytical thinking with demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processes.</p></li>
<li><p>
Advanced MS Excel, Word, Access, and PowerPoint skills.</p></li>
<li><p>
Experience with or ability to learn Lawson and additional application systems.</p></li>
<li><p>
Ability to train others.</p></li>
<li><p>
Experience in translating and communicating key analyses and assumptions in concise fashion to Senior Management for decision-making purposes.</p></li>
<li><p>
Excellent written and verbal communication skills.</p></li>
<li><p>
Superior interpersonal skills to effectively work and communicate with all levels of Management inside and outside Finance.</p></li>
<li><p>
Enjoys working on teams.</p></li>
<li><p>
Desire to learn and grow within the organization.</p></li>
<li><p>
Ability to operate effectively in a fast-paced, constantly changing environment.</p></li>
<li><p>
Knowledge of health care finance and delivery systems preferred but not required.</p></li>
</ul><p></p><p><b>
Compensation Range:</b></p>
$72,500.00- $105,000.00<p>
This range offers an estimate based on the minimum job qualifications. However, our approach to determining base pay is comprehensive, and a broad range of factors is considered when making an offer. This includes education, experience, skills, and certifications/licensures as they directly relate to position requirements; as well as business/organizational needs, internal equity, and market-competitiveness. In addition, BMCHS offers generous total compensation that includes, but is not limited to, benefits (medical, dental, vision, pharmacy), discretionary annual bonuses and merit increases, Flexible Spending Accounts, 403(b) savings matches, paid time off, career advancement opportunities, and resources to support employee and family well-being.</p><p><b>
NOTE</b>: This range is based on Boston-area data, and is subject to modification based on geographic location.</p><p></p><p>
Equal Opportunity Employer/Disabled/Veterans</p><p>
According to the FTC, there has been a rise in employment offer scams. Our current job openings are listed on our website and applications are received only through our website. We do not ask or require downloads of any applications, or &ldquo;apps&rdquo; job offers are not extended over text messages or social media platforms. We do not ask individuals to purchase equipment for or prior to employment.</p></div>

Senior Financial Analyst

Tiger Analytics

<div><p>Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 1000 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning and AI. Our business value and leadership has been recognized by various market research firms, including Forrester and Gartner.
</p><p></p><p>We are seeking an experienced Capital Markets Business Analyst to support initiatives across Data Foundation &amp; Analytics reference data, market data, and trade lifecycle processes. The ideal candidate will have strong capital markets domain expertise, hands-on data analysis skills, and the ability to bridge business requirements with technical delivery teams.</p><p></p><p><b>
Key Responsibilities</b></p><p><b>
Capital Markets &amp; Trade Lifecycle:</b></p><ul>
<li>
Analyze and document business processes across equities, fixed income, and derivatives products.</li>
<li>Support end-to-end trade lifecycle analysis and process optimization.</li>
</ul><p></p><p><b>
Reference Data &amp; Master Data Management (MDM):</b></p><ul>
<li>
Contribute to golden-source reference data design and attribute hierarchies.</li>
<li>Support data modeling, data lineage mapping, and corporate action workflows.</li>
</ul><p></p><p><b>
Data Quality &amp; Controls:</b></p><ul>
<li>
Define data quality rules including completeness, accuracy, and timeliness.</li>
<li>Develop validation logic, exception handling processes, and reconciliation requirements.</li>
<li>Work closely with data engineering teams to implement robust control frameworks.</li>
</ul><p></p><p><b>
Technical &amp; Analytical Skills:</b></p><ul>
<li>
Use SQL for data profiling, analysis, and validation.</li>
<li>Perform gap analysis across systems, data models, and business processes.</li>
</ul><p></p><p><b>
Requirements Gathering &amp; Delivery:</b></p><ul>
<li>
Gather, analyze, and document business and functional requirements.</li>
<li>Translate business needs into clear specifications and acceptance criteria.</li>
<li>Drive User Acceptance Testing (UAT) and manage defect tracking and remediation.</li>
</ul><p></p><p><b>
Stakeholder &amp; Vendor Management:</b></p><ul>
<li>
Act as a liaison between business stakeholders, technology teams, and external data vendors.</li>
<li>Ensure consistent data definitions and alignment across teams.</li>
</ul><p></p><p><b>
Communication &amp; Problem-Solving:</b></p><ul>
<li>
Simplify complex data concepts for non-technical audiences.</li>
<li>Provide analytical insights and recommendations to support decision-making.</li>
</ul><p></p><p><b>
Requirements</b></p><ul>
<li>
5+ years of experience as a Business Analyst in capital markets or financial services.</li>
<li>Strong understanding of market data, reference data, and financial instruments.</li>
<li>Hands-on SQL experience for data analysis and profiling.</li>
<li>Strong experience with data quality and controls, defining DQ rules, validation logic, exception handling, and reconciliation requirements.
</li><li>Capital markets &amp; instrument knowledge across equities, FI, derivatives; understanding identifiers (ISIN/CUSIP/FIGI), vendor feeds (Bloomberg/Refinitiv), and trade lifecycle instrument identifiers (ISIN, CUSIP, FIGI) and vendor data feeds (Bloomberg, Refinitiv).</li>
<li>Excellent communication, documentation, and analytical problem-solving skills.</li>
<li>Experience with Bloomberg/Refinitiv data preferred.</li>
<li>Familiarity with MDM tools and data governance concepts is a plus.</li>
</ul><p><b>
Benefits</b></p><p>
This position offers an excellent opportunity for significant career development in a fast-growing and challenging entrepreneurial environment with a high degree of individual responsibility.
</p><p></p><p><b><i>Tiger Analytics provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, national origin, ancestry, marital status, protected veteran status, disability status, or any other basis as protected by federal, state, or local law.</i></b></p></div>

Business Analyst - Capital Markets

Coverys

<div><div>The Senior IT Project Manager will lead complex cross-functional initiatives that advance the company&rsquo;s modernization of core insurance systems, digital platforms, and enterprise analytics capabilities.</div><div></div><div>
In addition to leading high-profile initiatives, this role will establish a traditional project management discipline, organizational change management, and Agile delivery practices to ensure technology programs are executed efficiently, within scope and budget, and aligned with Coverys&rsquo; mission to support the healthcare community through innovative insurance and risk management solutions.</div><div></div><div>
The Senior IT Project Manager has a deep understanding of standard project and change management practices required to successfully execute technology initiatives, excels at stakeholder management, and can bridge the gap between business and technology teams in a dynamic, compliance-driven environment.</div><div></div><div>
Essential Duties &amp; Responsibilities:</div><div>
Project Leadership &amp; Delivery</div><ul><li><div>
Lead multiple mid-to-large scale projects across insurance technology portfolios (e.g., policy administration, billing, claims, cloud migrations, risk analytics, or digital experience).</div></li><li><div>
Manage all aspects of project delivery &mdash; scope, schedule, cost, risks, and dependencies &mdash; using Agile or Waterfall approach where appropriate.</div></li><li><div>
Collaborate with Product Owners and Scrum Leads to plan sprints, track delivery progress, and ensure alignment with business priorities.</div></li><li><div>
Maintain detailed project plans, RAID logs, and executive dashboards to ensure transparency and accountability.</div></li><li><div>
Drive decision-making and issue resolution across business, IT, and vendor teams.</div></li></ul><div></div><div>
Change Management &amp; Adoption</div><ul><li><div>
Develop and execute change management strategies to ensure successful adoption of new systems, processes, and technologies.</div></li><li><div>
Partner with IT &amp; business leads on projects to assess organizational readiness and stakeholder impact.</div></li><li><div>
Create communication, training, and engagement plans that minimize resistance and accelerate adoption.</div></li><li><div>
Support end-user enablement through targeted education, feedback loops, and reinforcement mechanisms.</div></li><li><div>
Measure adoption and effectiveness, capturing lessons learned for continuous improvement.</div></li></ul><div></div><div>
Stakeholder Engagement</div><ul><li><div>
Serve as the primary liaison between business units (Underwriting, Claims, Finance, Risk, Operations) for strategic multi-year initiatives and IT delivery teams.</div></li><li><div>
Prepare executive updates, steering committee materials, and project status reports highlighting key metrics and risks.</div></li><li><div>
Ensure effective communication and alignment among cross-functional stakeholders.</div></li></ul><div></div><div>
Financial &amp; Vendor Management</div><ul><li><div>
Develop and manage project budgets, forecasts, and resource plans.</div></li><li><div>
Oversee deliverables, SOW compliance, and partner performance (e.g., system integrators, software vendors).</div></li></ul><div></div><div>
Governance &amp; Compliance</div><ul><li><div>
Adhere to Coverys standards, audit, and compliance requirements.</div></li><li><div>
Manage change control, documentation, and traceability for compliance.</div></li></ul><div></div><div>
Continuous Improvement</div><ul><li><div>
Establish project management delivery standards for the IT organization &amp; own the best practices required, guiding and coaching leaders (both business and IT) in use of those standards.</div></li><li><div>
Mentor Scrum Leads on delivery best practices.</div></li><li><div>
Contribute to Agile transformation efforts and continuous improvement of project governance.</div></li><li><div>
Promote a culture of transparency, accountability, and servant leadership.</div></li><li><div>
Perform other duties, as assigned.</div></li></ul><div></div><div>
Education, Experience, Competencies &amp; Values</div><div>
Required:</div><ul><li><div>
Bachelor&rsquo;s degree in business, Computer Science, or related field 8+ years of experience in IT project management, with at least 4 years of delivering projects in an insurance or financial services environment.</div></li><li><div>
Proven track record of leading Agile or hybrid projects involving multiple teams and vendors.</div></li><li><div>
Demonstrated experience with organizational change management or business transformation initiatives.</div></li><li><div>
Deep understanding of insurance processes &mdash; Policy, Billing, Claims, Underwriting, and/or Risk.</div></li><li><div>
Strong proficiency with project and Agile management tools</div></li></ul><div></div><div>
Preferred:</div><ul><li><div>
PMP certification or Agile Project Management (PMI-ACP).</div></li><li><div>
Experience with Duck Creek, Guidewire, Workday, Salesforce, or Data Warehouse programs.</div></li><li><div>
Familiarity with cloud-based transformation, data governance, and compliance.</div></li><li><div>
Excellent communication, facilitation, and leadership presence with executive audiences.</div></li></ul><div></div><div>
Core Competencies:</div><ul><li><div>
Strategic Delivery &amp; Execution Excellence</div></li><li><div>
Business and Technical Agility</div></li><li><div>
Change Management</div></li><li><div>
Risk, Budget, and Vendor Management</div></li><li><div>
Stakeholder Influence and Communication</div></li><li><div>
Servant Leadership and Coaching Mindset</div></li><li><div>
Continuous Improvement Orientation</div></li></ul><div></div><div><i>
The base salary range for this role is $</i>129,500-$152,400<i>. Individual compensation packages are based on a variety of factors that are unique to each candidate including geographic location, skill set, experience, qualifications and education.</i></div><div></div><div>
If you're a caring and customer focused individual who enjoys working with passionate team members, Coverys is the right company for you!</div></div>

Senior IT Project Manager

TransPerfect

<div>
 <p>
  <strong>
   OVERVIEW
  </strong>
 </p>
 <p>
  As part of the Client Services Department, the SEO Specialist plays a key role in the expansion and growth of the division. They work alongside Sales to pitch digital marketing services and data-driven strategies to existing and prospective clients. They build strong client relationships by providing sound strategic guidance, ensuring excellence in delivery and reporting tangible results.
 </p>
 <p>
  They have a good understanding and hands-on experience in all areas of search engine optimization (SEO) and are pivotal to the successful planning and execution of international SEO strategies across industries and ranging from B2B to B2C - from short-term projects to ongoing engagements, always helping them boost their online presence and reach a wider international audience through organic search.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The SEO Specialist is strategic and data-driven, commercially minded and client-focused. They find it easy to explain SEO concepts and strategy to clients and colleagues. They possess excellent cross-cultural communication, organization and time management skills to successfully manage client stakeholders and internal teams across the US &amp; EMEA, always focusing on quality, performance, profitability and growth.
 </p>
 <p>
  This position reports to the Digital Marketing Strategist and assists with strategic data-driven account growth, while being responsible for strategy definition, on-going performance optimization and key performance indicator (KPI)/return on investment (ROI) reporting.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   DESCRIPTION
  </strong>
 </p>
 <p>
  -Work alongside the account management to help grow international SEO/performance services to both existing and prospective clients by contributing to client pitches and strategic proposals
 </p>
 <p>
  -Mentor and aid junior team members in both client services and production departments
 </p>
 <p>
  -Lead research and strategy (audits, competitor analyses, keyword research, content gap analyses) and present findings and recommendations confidently to senior colleagues and clients
 </p>
 <p>
  -Oversee successful execution of multiregional strategies by our global digital production teams, liaising with client HQ, local stakeholders and agency partners if needed
 </p>
 <p>
  -Own performance monitoring and reporting of assigned accounts: work with the digital data analyst to set up performance monitoring dashboards and deliver monthly performance reports with insights and recommendations
 </p>
 <p>
  -Continuously research and select the best tools and templates to support our SEO offering and incorporate those into existing workflows and processes
 </p>
 <p>
  -Keep up to date on SEO trends, technologies and market leaders, and share this knowledge with colleagues and clients
 </p>
 <p>
  -Complete all other tasks that are deemed appropriate for this role and assigned by the manager/supervisor
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   REQUIRED SKILLS
  </strong>
 </p>
 <p>
  -Superior written and spoken communication skills in English
 </p>
 <p>
  -Independent, self-motivated, results-oriented and dynamic with careful attention to detail
 </p>
 <p>
  -Exceptional problem solving and critical thinking skills
 </p>
 <p>
  -Ability to work effectively under pressure to meet tight deadlines and challenging goals
 </p>
 <p>
  -Demonstrate an ability to: multitask in a fast-paced environment, work well with people from a variety of different backgrounds and cultures, build relationships with clients and co-workers, work independently and as part of a team and take active measures to solve problems and commit to a high level of service
 </p>
 <p>
  -Willingness to travel to offsite client or sales meetings
 </p>
 <p>
  -Confident making strategic recommendations, and comfortable in client calls, meetings and presentations
 </p>
 <p>
  -Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   REQUIRED EXPERIENCE AND QUALIFICATIONS
  </strong>
 </p>
 <p>
  -Minimum bachelor&rsquo;s degree or its equivalent
 </p>
 <p>
  -Minimum 4 years of experience in SEO
 </p>
 <p>
  -Experience client-side in the retail or travel industries or agency-side servicing international clients
 </p>
 <p>
  -Confident with coordinating internal teams, competent giving feedback and having difficult conversations with colleagues and clients
 </p>
 <p>
  -Confident making strategic recommendations and competent in client calls, meetings and presentations
 </p>
 <p>
  -Experience auditing websites, performing keyword research and competitor analyses to determine the best strategic approach to improve SEO performance
 </p>
 <p>
  -Strong IT literacy, including proficiency in Excel and PowerPoint and experience with industry tools such as SEMRush, Moz, Ahrefs, Screaming Frog, Google Search Console and Web Analytics platforms (Google Analytics and/or Omniture)
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   DESIRED SKILLS AND EXPERIENCE
  </strong>
 </p>
 <p>
  -Knowledge of a second language is a plus
 </p>
 <p>
  -Knowledge of MS Project
 </p>
 <p>
  -Experience in digital copywriting and conversion optimization
 </p>
 <p>
  -Experience in genAI custom assistant/agent creation for SEO workflow and processes
 </p>
</div>


Search Engine Optimization Specialist

Duo Liu

<p>We are looking for a self-motivated legal assistant to ensure the smooth running of the office and effective case management. You will provide a broad spectrum of legal services under the supervision of an attorney.</p><p>Blumsack &amp; Canzano, P.C. was established in 1971. The position is open at the Boston office in the Financial District. We are a general practice law firm, but most cases may involve immigration and civil litigation.</p><p><b>Responsibilities</b></p><ul><li>Perform a range of case-related duties, including drafting email correspondence, letters, and documentation to clients, government agencies, and colleagues</li></ul><ul><li>Assist with drafting and filing applications and petitions with government agencies</li></ul><ul><li>Compile and summarize large quantities of data for clients, managers, and reporting needs</li></ul><ul><li>Learn about the various types of immigration matters</li><li>Gather and maintain confidential client contact information in our proprietary case management system</li></ul><ul><li>Provide status updates to clients and senior-level team members</li></ul><ul><li>Request, collect, and file documents in proper order</li></ul><ul><li>Be responsible for accurately updating our case management system with client data</li></ul><ul><li>Build knowledge of the firm, immigration case types, and client processes</li></ul><ul><li>Depend on others for instruction, guidance, and direction</li></ul><ul><li>Meet assigned deadlines and communicate case progress/status/issues to the supervisor</li></ul><ul><li>Demonstrate flexibility and initiative regarding assignments for self and team</li></ul><p><b>Qualifications</b></p><ul><li>Bachelor&rsquo;s degree at least; an LLM is a plus</li></ul><ul><li>A client service mindset, attention to detail, and desire to achieve a high level of productivity</li></ul><ul><li>Experience using various computer systems, including Microsoft Excel</li><li>Ability to multi-task in a fast-paced environment with competing demands</li></ul><ul><li>The ability to prioritize, meet deadlines and escalate case issues to the supervisor</li><li>Excellent written and verbal communication skills</li></ul><ul><li>Desire to contribute to a positive work environment, effectively collaborate and promote teamwork</li></ul><p>Job Types: Full-time, Part-time</p><p>Pay: $16.00 - $19.00 per hour</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul><p>Work Location: In person</p>

Paralegal/Legal Assistant

Alan Gray, Inc.

<div><div><div><p><b>About the Role
</b></p><p>We are seeking a highly organized, analytical, and proactive Sales Operations Analyst to provide critical inside support to our sales organization. Reporting directly to the Head of Growth and Client Solutions and supporting one other sales professional, this role is essential in ensuring our team is equipped with accurate data, efficient processes, and the logistical support they need to succeed in the field and at industry events.
</p><p>The ideal candidate is detail-oriented, tech-savvy, and comfortable working across multiple systems&mdash;including HubSpot, Levitate, and LinkedIn&mdash;to drive insights, streamline operations, and elevate our team&rsquo;s performance.
</p><p>This is an exciting opportunity for someone who is eager to grow their career in sales operations. As a <b>Sales Operations Analyst at Alan Gray </b>, you&rsquo;ll be at the center of our sales engine&mdash;driving insights, supporting strategy, and enabling our sales team to thrive. You&rsquo;ll gain hands-on experience with industry-leading tools, collaborate directly with sales leadership, and play a meaningful role in shaping how we engage prospects and measure success.
</p><p>This role is perfect for someone who wants to lean into their analytics skills, strengthen their understanding of the sales funnel, and take on increasing responsibility in a supportive, learning-focused environment. You&rsquo;ll have the chance to work across data, processes, and people&mdash;building a versatile skill set that can propel you into future roles in sales operations, revenue operations, or sales leadership.
</p><p>You&rsquo;ll also have the opportunity to <b>travel </b>(~10% to 20% of time) to conferences, supporting the team on-site and gaining invaluable exposure to the industries and clients we serve.
</p><p>And, with <b>Alan Gray recognized as a 2025-26 Great Place to Work </b>, you&rsquo;ll be joining a culture that truly invests in its employees. We&rsquo;re committed to professional development, mentorship, and creating an environment where you can bring new ideas, make an impact, and grow your career with confidence. Discretionary bonus available based on performance and contributions. This is a full-time, remote role.
</p><p><b>Responsibilities:
</b></p><p><b>Sales Data &amp; Reporting
</b></p><ul><li>Manage and maintain accurate data within <b>HubSpot </b>and <b>Levitate </b>.
</li><li>Build dashboards, reports, and data visualizations to monitor sales performance and pipeline activity.
</li><li>Deliver monthly and quarterly <b>sales funnel metrics </b>, including lead generation, conversion rates, pipeline health, and activity KPIs.
</li><li>Prepare <b>PowerPoint summaries </b>for leadership, highlighting trends, insights, and key sales performance indicators.
</li></ul><p><b>Sales Enablement &amp; Support
</b></p><ul><li>Create and segment targeted prospect lists for outbound sales activity.
</li><li>Conduct research on contacts, industries, and opportunities to support prospecting initiatives.
</li><li>Coordinate and schedule <b>meetings, travel logistics, and conference itineraries </b>for sales team members.
</li><li>Support the sales team at <b>trade shows and conferences, </b>including booth coordination, lead tracking, and on-site logistics.
</li></ul><p><b>Process Optimization
</b></p><ul><li>Identify opportunities to improve sales processes, reporting accuracy, and operational efficiency.
</li><li>Ensure CRM data hygiene and support user training or troubleshooting as needed.
</li><li>Collaborate with sales leadership to support forecasting and performance tracking.
</li></ul><p><b>Qualifications/Experience </b><b>:
</b></p><ul><li>3-5+ years of experience in sales operations, business operations, sales support, or a related role.
</li><li>Proficiency with <b>HubSpot </b>(required); familiarity with Levitate and LinkedIn Sales Navigator strongly preferred.
</li><li>Strong analytical skills with experience manipulating and interpreting data.
</li><li>Intermediate to advanced skills in Excel/Google Sheets and PowerPoint.
</li><li>Excellent organizational skills and attention to detail.
</li><li>Ability to manage multiple projects and deadlines in a fast-paced environment.
</li><li>Strong communication skills and a customer-service mindset.
</li></ul><p><b>What We&rsquo;re Looking For </b>:
</p><ul><li>A proactive problem-solver who anticipates the needs of the sales team.
</li><li>Someone who enjoys both working with data and supporting people logistically.
</li><li>A team player who is comfortable wearing multiple hats and contributing to a growing organization.
</li><li>Insurance industry experience a plus but not required</li></ul></div></div></div>

Sales Operations Analyst

Latham & Watkins LLP

<div><h2 class="jobSectionHeader"><b>About Latham &amp; Watkins
</b></h2><div><div><div>Latham &amp; Watkins is one of the world&rsquo;s leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong.
</div></div></div><h2 class="jobSectionHeader"><b>About the Practice Group
</b></h2><div><div><div>Latham&rsquo;s Banking &amp; Private Credit Practice leads the market in every major financial center worldwide. We advise a diverse range of credit providers, including banks, financial institutions, and private credit funds, as well as borrowers ranging from major public companies and sponsors to startups and growth companies. This vast scale and deep experience provide Latham with an unmatched 360-degree view of public and private markets.<br>
<br>
Always Ahead of the Market<br>
We see more deals than any other law firm, annually advising on hundreds of financings valued at hundreds of billions of dollars. Our practice, distinguished by its breadth and sophistication, covers every key product and deal type in every major market. With a track record of firsts, we consistently top global league tables and industry rankings and remain ahead of market shifts.<br>
<br>
Leveraged Finance Leader<br>
Latham&rsquo;s deep understanding of the sponsor market and trend-setting capabilities uniquely position us to advise both lenders and borrowers on leveraged and acquisition financings. We navigate the complexities of syndicated and private credit markets, providing strategic advice to major players across all industries. Our pioneering work in the direct lending market enhances our ability to guide direct lenders and their borrowers through complex deals, leveraging market-leading capital markets, M&amp;A, and restructuring experience to develop innovative structures and facilitate efficient dealmaking.<br>
<br>
Prowess in Syndicated Lending<br>
Our broad and sophistication practice covers every key market, structure, and deal type in the syndicated market. With our global footprint, we regularly top the legal advisor league tables for syndicated lending and have worked on many of the largest and most complex leveraged buyouts in multiple jurisdictions. With decades of experience guiding clients through broadly syndicated loans and asset-backed lending transactions, we are a key port of call for investment banks and borrowers alike when navigating this complex marketplace.
<br>
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Private Credit Pioneer<br>
Our practice, built on a foundation of innovation and experience, counts as clients the most active lenders, funds, credit platforms, and investment managers, as well as borrowers, in a wide range of transactions from the middle market to large-cap. We routinely guide sophisticated private capital providers through:
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First and second lien loans<br>
Unitranche loans<br>
Mezzanine loans<br>
Asset-based loans, including first-in last-out (FILO) loans<br>
Preferred equity and other junior capital transactions<br>
Our experience spans deal sizes from the middle market to complex multi-billion dollar unitranche transactions. We design and implement multi-tiered capital structures, addressing subordination, security, intercreditor issues, restructurings, equity co-investments, and tax and regulatory matters.<br>
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Excellence Across Syndicated and Private Markets<br>
Clients benefit from our profound market understanding and strong relationships with key players, including leading global banks, private capital funds, financial sponsors, information sources, and other market participants. We collaborate across Latham&rsquo;s global private capital platform to deliver seamless services tailored to each client&rsquo;s strategy and transaction objectives. We draw on our vast network to answer niche questions, meet client needs, and make transactions work for all parties.
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Built for Complexity<br>
Our Banking &amp; Private Credit Practice is built for complex, cutting-edge, and consequential deals. This vantage point allows us to anticipate market shifts and tailor solutions to specific financial goals and risk appetites, accelerating growth and unlocking shareholder value through creative and innovative financing strategies. Our team is strategically positioned to advise and address the needs of our clients in any market, drawing on a winning complement of deep product expertise, innovation, and exceptional execution capabilities.
</div></div></div><h2 class="jobSectionHeader"><b>About the Role
</b></h2><div><div><div>The Latham Private Equity Finance Practice is seeking senior associates with a minimum of four years of borrower-side private credit, acquisition finance, or leveraged finance experience to join our cutting edge and constantly growing team. Experience with sponsor-side private equity acquisition financings is required.
</div></div></div><h2 class="jobSectionHeader"><b>Main Contact Details
</b></h2><div><div><div>Lateral Recruiting &mdash; Finance<br>
LateralRecruiting.Finance@lw.com
</div></div></div><h2 class="jobSectionHeader"><b>Additional Information
</b></h2><div><div><div>Investing in the well-being of our lawyers and staff is among the firm&rsquo;s highest priorities. Through our &ldquo;LiveWell Latham&rdquo; program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life&rsquo;s moments &mdash; from building a family and taking care of loved ones, to managing your health and saving for the future.<br>
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Latham &amp; Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.<br>
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We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying.<br>
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 review your rights under U.S. employment laws. In accordance with Latham &amp; Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham &amp; Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes.<br>
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Los Angeles: Latham &amp; Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO).<br>
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San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.<br>
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Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages &ldquo;for each such violation,&rdquo; among other things.
</div></div></div><h2 class="jobSectionHeader"><b>Pay Range
</b></h2><div><div><div><div><b>Associate Base Salary</b></div><div>
Discretionary bonuses may be available depending on application circumstances and position.</div><div></div><div><div><div><b><br>
Year</b></div><div><b> US Payroll</b></div></div><br>
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1st Year</b></div><div> $225,000</div></div><br>
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2nd Year</b></div><div> $235,000</div></div><br>
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3rd Year</b></div><div> $260,000</div></div><br>
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4th Year</b></div><div> $310,000</div></div><br>
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5th Year</b></div><div> $365,000</div></div><br>
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6th Year</b></div><div> $390,000</div></div><br>
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7th Year</b></div><div> $420,000</div></div><br>
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8th Year</b></div><div> $435,000</div></div></div></div></div></div></div>

Associate - Private Equity Finance (Borrower Side) - Senior

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