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The Role As a Senior Financial Analyst at Podium, you will serve as the strategic finance partner for specific areas of the business and be responsible for budgeting, forecasting, and long-term financial planning.
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The Business Systems Analyst plays a vital role in supporting customers through technology. The Business Systems Analyst helps team members grow their business, systems, and process knowledge and models superior customer focus, communication, and collaboration.
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Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC), or Series 65 (S65) would be considered.
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The Senior Strategic Finance Analyst will be responsible to aid the Industrial Services management team in strategic, data-driven business decision making. Partner with Salesforce admin to build, maintain, and analyze Sales dashboards to drive business decision making and monitor success of sales department.
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Santander Corporate & Investment Banking (CIB) Financial Sponsors team is seeking a Business Management Analyst. Analyst, Business Management - Corporate & Investment Banking (CIB) - Financial Sponsors.
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The Senior Business Analyst will also interact with other departments within TRP Investment, including Global Marketing, Global Product, CFO/AUM, Investment Operations and Global Client Account Services.
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The Business Analyst will obtain a ‘behind the scenes’ perspective of the investment banking industry and specifically how private equity coverage is approached and executed. The Private Equity Solutions Group Business Analyst on the Business Management team will take ownership and work on projects for the Private Equity Solutions Group (“PESG”) related to client coverage, group strategy, and broader firm initiatives.
$75,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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SS&C Wealth & Investment Technology business unit (SS&C Advent & SS&C Eze) is seeking a Sales Operations Analyst to join SS&C WIT business unit in its San Francisco office.
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The Sales Enablement Data Analyst role will be responsible for providing analytical and operational support to the business development and marketing teams, bridging the gap between two business units to ensure the proper maintenance, monitoring and maximizing of all data.to the achievement of the firm’s growth goals.
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Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) The Wealth Advisor II works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and local office Wealth Management leadership to support the team’s region-wide business development and client service efforts.
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Experience with Sales Operations from banking, investment banking, financial services, fintech or reputable consultancies. Experience working in a Salesforce and/or MS Dynamics 365 environment.
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In this position, the analyst will play a key role in enabling our dynamic sales organization and in executing critical business processes of SS&C WIT. As part of Revenue Operations team, the analyst will support day-to-day sales team workflows and processes in Salesforce and will provide reporting of pipeline, various sales KPIs, and other information critical to effectively managing sales organization.
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The Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and local office Wealth Management leadership to support the team’s region-wide business development and client service efforts.
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SS&C Wealth & Investment Technology business unit (SS&C Advent & SS&C Eze) is seeking a Sales Operations Analyst to join SS&C WIT business unit in its San Francisco. The analyst will work closely with other operations groups as well as marketing, legal, and IT organizations to design and implement business processes and workflows and to report on.
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Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities.
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