Northwestern Mutual is seeking a Registered Investment Client Services Analyst to support the Brokerage Services team. This role involves mutual fund trading, tax statements, cost basis operational support, and providing superior customer service to clients acting in an advisor capacity. The ideal candidate will be highly analytical, detail-oriented, and possess strong communication skills. This position offers the opportunity to work remotely and requires FINRA Series 7/63 Licenses.

Brokerage Services Registered Analyst - FINRA, 7/63 - Remote

Registered Investment Client Services Analyst

The Investment Analyst at CareFirst is responsible for providing analytical support on various investment strategies and products for the reserve and pension portfolios. This role involves continuous data collection and interpretation, investment fee budgeting, and maintaining investment reporting for compliance and accuracy. The analyst will also support the Company-wide Investment Risk, Portfolio, and Accounting functions, coordinating trading activities and maintaining investment guidelines.

Investment Analyst, (Remote)

Investment Analyst

As an Investment Consultant at Fidelity, you will work in our Investor Center to develop customized financial plans for clients using a wide range of products and services. This role focuses on engaging with existing clients and warm leads, allowing you to provide investment solutions and grow relationships with a dedicated local advisor. You will utilize Fidelity's guidance tools, leverage technology for efficient appointments, and grow relationships through proactive outreach.

Investment Consultant - Austin, TX

Investment Consultant

Americana Partners is seeking an Investment Operations Analyst to support the Executive Director of Portfolio and Platform Management on various projects, provide data-management support, and assist in trade platform monitoring, performance reporting, and due diligence for all approved funds. This role involves a mix of trade support, reporting, content development, and alternative investments management, requiring a strong investment operations background and excellent communication skills.

Investment Operations Analyst

We are seeking a motivated Entry-Level Finance Analyst to join our team in the Budget & Analysis/Corporate Portfolio Management Department. This role is crucial for managing and updating project databases within SAP, ensuring accurate financial tracking and reporting of corporate projects. The analyst will support financial reporting, conduct monthly project status reports, manage project lifecycles, and prepare financial analyses and presentations for various stakeholders.

Finance Analyst

LCRA is seeking a Financial Planning & Modeling Analyst Senior to join their team. The role involves performing complex financial planning, budgeting, modeling, and forecasting functions, including market and rate analysis to solve problems, develop strategies, and predict future outcomes. The analyst will also design, develop, and document new modules within budgeting and forecasting tools, administer Anaplan, provide customer support, and produce managerial reporting documents and presentations.

Financial Planning & Modeling Analyst Sr (Anaplan)

Financial Planning & Modeling Analyst Senior

As an Analytics Engineer, Finance Analytics at Airtable, you will play a crucial role in enhancing the accuracy and stability of financial metrics, particularly in ACV/ARR calculations. This position involves strategic insights that navigate financial landscapes, building data products for self-service analytics, and directly impacting Airtable's financial strategy. The role offers a unique opportunity to deploy analytical skills in a way that contributes to the company's growth and success.

ANALYTICS ENGINEER, BUSINESS ANALYTICS

Analytics Engineer, Finance Analytics

SNI Financial is seeking a Financial Advisor to join an Investment Management Firm in Austin, Texas. The role involves aligning custom investment solutions to help clients achieve their long-term financial goals, engaging clients to build long-term relationships, and possessing an entrepreneurial mentality to build a successful book of business. The position offers operational flexibility and an attractive revenue split, with ongoing support from the management and investment team.

Financial Advisor

Addison Group is seeking a Financial Data Analyst for a client in the Austin area. This is a hybrid role requiring local candidates to Austin, TX, and offers a 6-12 month contract-to-hire position. The role involves advanced Excel skills for data analysis, TM1 experience, and working with analytics dashboards and data visualizations.

Financial Data Analyst

As a Senior Manager, Alternative Investment Consultant at Schwab, you will play a critical role in advising ultra-high-net-worth (UHNW) Retail clients on navigating the private alternative investment landscape. This position involves delivering a white-glove alternative investment experience, guiding clients in investing in various alternative investments, and working cross-functionally within a dynamic team. The role requires a passion for advising and educating clients, guiding them to meet their goals.

ALTERNATIVE INVESTMENT CONSULTANT

Senior Manager, Alternative Investment Consultant

The Investment Consultant at CareFirst is responsible for the financial administration of CareFirst's pension and 401(k) plans, including oversight of plan assets, financial requirements, compliance, and third-party advisors and consultants. This role involves a deep understanding of retirement plans' financial requirements, internal and external processes, and regulatory compliance. The consultant will work closely with various departments and external partners to ensure optimal plan asset allocation, regulatory compliance, and financial fiduciary duties.

Investment Consultant (Remote)

In this newly created position within the Marketing and Memberships team at Hintz, you will be responsible for articulating business objectives in marketing outcomes, reporting against them, and deriving insights that turn into actions. This role involves managing overall Marketing and Membership reporting, campaign reporting and insights, and leading the implementation of media mix model and full funnel modelling. You will work closely with customer-facing teams, agencies, and internal teams to improve marketing effectiveness and efficiency.

Analyst - Marketing (Remote)

Analyst - Marketing

The Sales FP&A Analyst at Zoom will support and scale the Global sales organization through budgeting and planning. This role involves driving strategic financial planning, budgeting, and forecasting to support revenue growth and profitability, analyzing financial data, monitoring key performance indicators, and providing insights to leadership for informed decision-making. The analyst will also partner closely with sales and operations teams to align financial goals with business objectives and optimize resource allocation.

Financial Analyst

The Financial Analyst for Entegral is responsible for creating and maintaining financial reporting, processes, and procedures relevant for software as a service (SAAS) organizations. This role serves as the primary point of contact, working closely with Parent Accounting to ensure financials are accurate and stated to meet business needs. The Financial Analyst also provides insights and influences the development of a pricing strategy and how Entegral drives revenue.

Entegral Financial Analyst - Remote

Insight Global is seeking a part-time Financial Analyst to join a large luxury cosmetics brand headquartered in New York. The role involves working alongside the head of the PMO to track budgets related to the Retail IT division, managing POs, invoices, and ensuring vendor payments align with accounts payable. This flexible, remote position requires around 20 hours of work per week.

REMOTE Part Time Financial Analyst

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Analyst, Investments Jobs in Austin, TX Hiring Now