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Found 13 jobs

Modera Wealth Management
FP&A Analyst
Modera Wealth Management
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Financial Services
Investment Management
Wealth Management
United StatesMassachusetts – Hybrid
$83k - $114k
Full-time
Mid-level
Financial Planning and Analysis (FP&A)
The FP&A Analyst will support strategic decision-making by gathering and analyzing financial and operational data, building models, and producing forecasts and budgets. The role includes AUM and revenue forecasting, advisor/segment profitability analysis, KPI dashboard reporting, and cross-functional collaboration.
$83k - $114k
Microsoft Excel
Salesforce
NetSuite
+1 more
Addepar
Director, Analytics
Addepar
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Financial Services
Software
Wealth Management
IndiaPune – Hybrid
Full-time
Mid-level
Analytics Engineer
H1B Visa Sponsor
As the Director of Analytics at Addepar, you will lead the analytics team in empowering data-driven decision-making and oversee the global expansion of the analytics platform. This role requires strong leadership and strategic skills to bridge local teams with global priorities.
Data Analytics
AI
Data Governance
+1 more
Addepar
Portfolio Analytics Architect (Investment Management)
Addepar
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Financial Services
Software
Wealth Management
United StatesSalt Lake City, Utah – Office
$103k - $110k
Full-time
Senior
Analyst
H1B Visa Sponsor
The Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects.
$103k - $110k
Grimes & Company Wealth Management LLC
Salesforce Platform Manager (Development & Business Systems)
Grimes & Company Wealth Management LLC
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Financial Services
Wealth Management
United StatesWestborough, Massachusetts – Remote
Full-time
Mid-level
Business Analyst
The Salesforce Platform and Data Manager will design, develop, and maintain Salesforce solutions to support advisors, operations teams, and client service professionals.
Addepar
Associate Alts Data Operation Analyst - Early Career
Addepar
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Financial Services
Software
Wealth Management
IndiaPune – Office
Full-time
Mid-level
Analyst
H1B Visa Sponsor
As a foundational member of the Alternatives Data Ops team, you will process Private Fund documents and validate data accuracy. This role involves collaboration with the Machine Learning Operations team to enhance data quality standards.
Canadian Imperial Bank of Commerce
Senior Analyst, Analytics QA, Digital Platforms & Operations
Canadian Imperial Bank of Commerce
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Banking
Financial Services
Investment Banking
CanadaHybrid
Full-time
Senior
Analyst
H1B Visa Sponsor
UK Visa Sponsor
As a Senior Analyst, Analytics QA, you’ll oversee day-to-day analytics quality assurance activities across complex, tactical projects, ensuring data quality control procedures and project performance standards are consistently met.
Addepar
Client Support Analyst-Weekend Shift
Addepar
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Financial Services
Software
Wealth Management
IndiaOffice
Full-time
Mid-level
Client Services
H1B Visa Sponsor
As a Client Support Analyst, you will support clients in using Addepar's platform effectively while managing client health for new and existing clients. This role requires strong problem-solving skills and effective communication with clients.
Addepar
Portfolio Data Operations Analyst
Addepar
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Financial Services
Software
Wealth Management
United KingdomRemote
Full-time
Mid-level
Analyst
H1B Visa Sponsor
As a Portfolio Data Operations Analyst, you will be responsible for ensuring the accuracy and efficiency of data operations within the portfolio management system. This role requires strong analytical skills and attention to detail.
Morgan Stanley Services Canada Co
Business Analyst – HR Data & Intelligence (Hybrid)
Morgan Stanley Services Canada Co
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Financial Services
Investment Banking
Wealth Management
CanadaMontreal – Hybrid
Full-time
Mid-level
Analyst
H1B Visa Sponsor
UK Visa Sponsor
As a Business Analyst, you will lead the definition and delivery of HR data capabilities, supporting decision-making across Human Resources. This Director level position focuses on turning data into trusted insights for better workforce decisions.
Addepar
Sr. Lead, Alternatives Data Operations
Addepar
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Financial Services
Software
Wealth Management
IndiaRemote
Full-time
Leadership
Operations
H1B Visa Sponsor
Lead the operations function responsible for the human-in-loop review of Private Funds documents, ensuring timely processing and validation of clients' Alternatives data.
Addepar
Alts Data Operations Analyst
Addepar
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Financial Services
Software
Wealth Management
IndiaPune – Office
Full-time
Mid-level
Analyst
H1B Visa Sponsor
Addepar is seeking an Alts Data Operations Analyst to manage and review Private Funds data, ensuring accuracy and process efficiency. The role involves troubleshooting, data modification, client engagement, and workflow improvement within a fast-paced financial environment.
Canadian Imperial Bank of Commerce
Senior Data Analyst
Canadian Imperial Bank of Commerce
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Banking
Financial Services
Investment Banking
Remote
Full-time
Senior
Analyst
H1B Visa Sponsor
UK Visa Sponsor
This role involves supporting risk oversight, developing dashboards, and analyzing investment risk data for CIBC's asset management and trust portfolios. The position offers a hybrid work arrangement with on-site and remote days.
Addepar
Financial Analyst
Addepar
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Financial Services
Software
Wealth Management
IndiaPune – Remote
Full-time
Mid-level
Analyst
H1B Visa Sponsor
The role involves managing deal desk responsibilities, contract review, billing readiness, and collaborating across sales, legal, and finance teams. It requires experience in finance operations, strong communication skills, and the ability to work in a fast-paced, global setting.