Analyst jobs in Financial Services

The clearing team is responsible for managing all clients and executing brokers cleared trades and requires a strong and motivated individual to perform top day clearing functions.

This role focuses on managing and overseeing derivative cash flow settlements, including processing, reconciliation, and resolving discrepancies across systems such as 360T, Bloomberg CMS, and FX All Settlement Center. Key responsibilities include verifying client instructions, reconciling netting agreements, investigating CLS and nostro breaks, and collaborating with Finance and Bank staff to address settlement issues.

This 6-month contract is currently on a hybrid work schedule in NYC. This consultant will be assisting with the ISO 20022 message testing and documentation, scoping any changes within their sanction/transaction system, assisting with the FircoSoft lists, and documenting any tuning for senior management.

The Business analyst is a hands-on role to develop detailed business requirements. This data initiative project will enable the bank to streamline and reduce manual processes, and gain deeper insights into their business while meeting increasing regulatory and risk compliance requirements.

Our client is seeking a experienced Sanctions professional to join their team.

Perform investment banking compliance at an entry level.

We are seeking a talented individual for the role of Treasury Financial Modeling. The ideal candidate should possess a strong understanding of financial concepts and be proficient in financial modeling.

We are seeking a driven and meticulous Application Support Analyst to support the technology systems within our Financial Services department. The successful candidate will be responsible for maintaining system performance, troubleshooting issues, and ensuring user satisfaction.

This role involves providing financial and business analysis support to drive strategic insights and decisions within a dynamic financial services environment. You will develop profitability models, analyze customer behaviors, and offer actionable recommendations for business growth and investments.

The DTC Settlements Analyst ensures the timely and accurate settlement of securities transactions by coordinating the transfer of securities between buyers and sellers. This person will handle the reconciliation of trade details, resolve discrepancies, and ensure compliance with regulatory and operational standards.

This role involves managing the month-end close process and collaborating with global teams to drive financial performance. The successful candidate will be a proactive, detail-oriented accounting professional, ready to take ownership in a fast-paced environment.

We are seeking a Senior Financial Planning & Analysis (FP&A) Analyst with experience in Adaptive and Workday systems to join our growing finance team. In this role, you will play a key part in financial forecasting, budgeting, and providing actionable insights to support strategic decision-making across the organization.

For this 6 month contract, the consultant will be responsible for coordinating the full on-boarding from end to end for new clients. The consultant will perform OFAC and negative neews screening, along with complying with all bank policies and procedures.

Engage in the full spectrum of core compliance responsibilities as you grow your knowledge and expertise across a continuously expanding space in the investment advisory universe.

This 5-month contract is currently on a hybrid work schedule (6x a month WFH). This consultant will be responsible for utilizing the client's internal surveillance system to oversee communication between employees and clients.

The Salesforce Business Analyst at a global investment firm in Manhattan, will be responsible for gathering business requirements, analyzing processes, and implementing solutions within the Salesforce platform to drive operational efficiency and enhance user experience. This role requires strong communication skills to collaborate with stakeholders and translate business needs into actionable system enhancements and reports.

Our client is seeking a experienced Transaction Monitoring Analyst to join their team.

Seeking a Treasury Analyst with commodities experience to join the NYC based team and support treasury operations, cash management, and risk assessment.

Perform screening and investigations of sanctions related alerts and stay up to date on regulatory requirements.

• Operational due diligence involves on-site visits/meetings with fund managers, verification with various service providers, reference checking, and document reviews.
• A significant portion of the role will entail liaising with external parties while performing due diligence and background checks, as well as reviewing underlying funds' financial and legal documents.

The Accounts Payable analyst will be involved in month-end closing, reporting and analysis, and invoice/payment processing!

Perform thorough testing of databases to ensure accuracy, integrity, completeness, and reliability of data vs. upstream sources. Complete configuration within audit management system to meet defined requirements.

We are seeking an IT Business Analyst who will play a critical role in improving and supporting our business applications. This position requires an individual who can successfully help lead an IT Department in a Business Services environment with Summit knowledge.

The Senior Strategic Sourcing Analyst - Marketing/Media is responsible for managing the sourcing process for marketing and media categories, including digital, traditional, and social media, as well as creative agencies, public relations, and other marketing services. This individual works closely with marketing, finance, and procurement teams to ensure cost-effective, innovative, and high-quality solutions are sourced from vendors.

The Digital Marketing and Social Media Analyst will be responsible for managing various digital media channels including social media, corporate connections, and website content.

The Digital Marketing Analyst will be part of the Investment and Corporate Banking division to promote digital media channels- social media, website content, and email.

Boston based Private Family Office seeks Investment Analyst to join their growing US based investment team.

Single family office seeks Junior Equity Analyst to work closely alongside existing Portfolio Manager to help administer and manage a multi-million dollar public equities portfolio on behalf of a high net worth private family.

This role demands expertise in sales and use tax, along with a solid understanding of other state and local tax (SALT) areas, such as state income tax and property tax. You will lead client engagements, supervise tax associates, and provide comprehensive tax solutions across various SALT domains.

The Tax Analyst will be involved in all tax compliance and provision matters. Must have high net worth tax experience!