it job board logo
  • Home
  • Find IT Jobs
  • Register CV
  • Register as Employer
  • Contact us
  • Career Advice
  • Recruiting? Post a job
  • Sign in
  • Sign up
  • Home
  • Find IT Jobs
  • Register CV
  • Register as Employer
  • Contact us
  • Career Advice
Sorry, that job is no longer available. Here are some results that may be similar to the job you were looking for.

33 jobs found

Email me jobs like this
Refine Search
Current Search
portfolio management analyst
Senior Analyst- Asset Management - Real Estate- NYC
Blake Smith Staffing, LLC New York, New York
Senior Analyst, Real Estate Investments & Asset Management & Portfolio Management - NYC Overview A leading institutional real estate investment organization is seeking a Senior Analyst to support asset management, portfolio analysis, and acquisition activities across a diversified commercial real estate portfolio. This role offers exposure to investment underwriting, valuation, leasing, portfolio reporting, and strategic asset-level decision-making. Key Responsibilities Support asset management initiatives across a portfolio of commercial real estate investments. Prepare investment, performance, and portfolio reports for internal stakeholders and investors. Assist with underwriting and financial analysis for prospective acquisitions and strategic investment opportunities. Participate in due diligence efforts, including market research, competitive analysis, operating reviews, tenant evaluations, and financial modeling. Maintain valuation models and perform periodic asset and portfolio valuations. Review operating budgets, forecast performance, and assist in developing business plans and hold/sell recommendations. Analyze leasing activity, tenant performance, and creditworthiness. Support financing, recapitalization, and disposition initiatives. Collaborate with professionals across investments, research, portfolio management, and capital markets to evaluate asset performance and update assumptions. Coordinate with third-party consultants and valuation professionals and review external analyses. Assist with special projects, strategic initiatives, and ad hoc reporting requests. Qualifications Bachelor's degree required; concentration in Finance, Real Estate, Economics, Accounting, or a related field preferred. Strong financial modeling and analytical skills. Advanced proficiency in Excel and Microsoft Office; experience with real estate valuation and analysis software preferred. Approximately 2 to 4 years of experience in commercial real estate, investment management, acquisitions, asset management, valuation, lending, or a related field. Knowledge of property-level financial analysis, investment underwriting, and valuation methodologies. Excellent written and verbal communication skills. Ability to manage multiple priorities and work effectively in both independent and team-oriented environments. Highly motivated, detail-oriented, and capable of meeting deadlines in a fast-paced setting. Demonstrates professionalism, integrity, and strong problem-solving abilities. Position is based in New York City with a hybrid in-office work schedule. Limited travel may be required. ARGUS required
09/22/2026
Senior Analyst, Real Estate Investments & Asset Management & Portfolio Management - NYC Overview A leading institutional real estate investment organization is seeking a Senior Analyst to support asset management, portfolio analysis, and acquisition activities across a diversified commercial real estate portfolio. This role offers exposure to investment underwriting, valuation, leasing, portfolio reporting, and strategic asset-level decision-making. Key Responsibilities Support asset management initiatives across a portfolio of commercial real estate investments. Prepare investment, performance, and portfolio reports for internal stakeholders and investors. Assist with underwriting and financial analysis for prospective acquisitions and strategic investment opportunities. Participate in due diligence efforts, including market research, competitive analysis, operating reviews, tenant evaluations, and financial modeling. Maintain valuation models and perform periodic asset and portfolio valuations. Review operating budgets, forecast performance, and assist in developing business plans and hold/sell recommendations. Analyze leasing activity, tenant performance, and creditworthiness. Support financing, recapitalization, and disposition initiatives. Collaborate with professionals across investments, research, portfolio management, and capital markets to evaluate asset performance and update assumptions. Coordinate with third-party consultants and valuation professionals and review external analyses. Assist with special projects, strategic initiatives, and ad hoc reporting requests. Qualifications Bachelor's degree required; concentration in Finance, Real Estate, Economics, Accounting, or a related field preferred. Strong financial modeling and analytical skills. Advanced proficiency in Excel and Microsoft Office; experience with real estate valuation and analysis software preferred. Approximately 2 to 4 years of experience in commercial real estate, investment management, acquisitions, asset management, valuation, lending, or a related field. Knowledge of property-level financial analysis, investment underwriting, and valuation methodologies. Excellent written and verbal communication skills. Ability to manage multiple priorities and work effectively in both independent and team-oriented environments. Highly motivated, detail-oriented, and capable of meeting deadlines in a fast-paced setting. Demonstrates professionalism, integrity, and strong problem-solving abilities. Position is based in New York City with a hybrid in-office work schedule. Limited travel may be required. ARGUS required
Aerospace Project Management Analyst (Data Analytics, SAP, Earned Value Management)
Danaher New Port Richey, Florida
This job is with Danaher, an inclusive employer and a member of myGwork - the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Bring more to life. Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics and biotechnology? At Pall Corporation, one of Danaher's 15+ operating companies, our work saves lives-and we're all united by a shared commitment to innovate for tangible impact. You'll thrive in a culture of belonging where you and your unique viewpoint matter. And by harnessing Danaher's system of continuous improvement, you help turn ideas into impact - innovating at the speed of life. As a global leader in high-tech filtration, separation, and purification, Pall Corporation thrives on helping our customers solve their toughest challenges. Our products serve diverse, global customer needs across a wide range of applications to advance health, safety and environmentally responsible technologies. From airplane engines to hydraulic systems, scotch to smartphones, OLED screens to paper-everyday Pall is there, helping protect critical operating assets, improve product quality, minimize emissions and waste, and safeguard health. For the exponentially curious, Pall is a place where you can thrive and amplify your impact on the world. Find what drives you on a team with a more than 75-year history of discovery, determination, and innovation. Learn about the Danaher Business System which makes everything possible. The Aerospace PMO Analyst is responsible for supporting all Project and Program managers with project financial management, project tracking and reporting as well as reviewing, at portfolio level, data analytics and insights as well as governance support and process improvements. This position reports to the Director of Strategic Programs and is part of the Aerospace Strategic Programs team located in New Port Richey, Florida and will be an on-site role. This position requires access to export-controlled commodities, technical data, technology, software, and services. U.S. citizenship, U.S. legal permanent resident status, protected person status, or U.S. Government export authorization is required. Any offer of employment is contingent upon Pall obtaining the necessary employment visa and export authorization, including, if required, an export license from the applicable U.S. government agency. In this role, you will have the opportunity to: Support the Pall Aerospace business unit by enabling product development project success through data analytics, process improvement, and execution of established governance. Own the standard work for project critical tools, including their use, analysis, and continuous improvement. Support daily management rhythms and the tactical execution of active projects. Serve as the focal point for the Product Development portfolio with responsibility for Earned Value Management. Lead lower-risk projects to build project management capability and develop skills in preparation for a future Project Manager role. The essential requirements of the job include: Bachelor's degree in Engineering, Aerospace, or a related field required Strong analytical and data manipulation skills (spreadsheets, databases) Prince 2 or PMP project management certification, with particular knowledge with Earned Value Management Proficiency with project management software and reporting tools Excellent organizational, communication, and time management skills. Travel, Motor Vehicle Record & Physical/Environment Requirements: if applicable for role Ability to travel - with approximately 10% travel, overnight globally It would be a plus if you also possess previous experience in: Experience of working in a top Aerospace OEM organization Pall Corporation, a Danaher operating company, offers a broad array of comprehensive, competitive benefit programs that add value to our lives. Whether it's a health care program or paid time off, our programs contribute to life beyond the job. Check out our benefits at Danaher Benefits Info . This job is also eligible for bonus/incentive pay. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance and 401(k) to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Join our winning team today. Together, we'll accelerate the real-life impact of tomorrow's science and technology. We partner with customers across the globe to help them solve their most complex challenges, architecting solutions that bring the power of science to life. For more information, visit . Danaher Corporation and all Danaher Companies are committed to equal opportunity regardless of race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. The U.S. EEO posters are available here . For candidates who are based outside of New York City or who are applying for roles outside of New York City, for more information about conditions of any job offer please click here . We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact:1- or .
09/22/2026
Full time
This job is with Danaher, an inclusive employer and a member of myGwork - the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Bring more to life. Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics and biotechnology? At Pall Corporation, one of Danaher's 15+ operating companies, our work saves lives-and we're all united by a shared commitment to innovate for tangible impact. You'll thrive in a culture of belonging where you and your unique viewpoint matter. And by harnessing Danaher's system of continuous improvement, you help turn ideas into impact - innovating at the speed of life. As a global leader in high-tech filtration, separation, and purification, Pall Corporation thrives on helping our customers solve their toughest challenges. Our products serve diverse, global customer needs across a wide range of applications to advance health, safety and environmentally responsible technologies. From airplane engines to hydraulic systems, scotch to smartphones, OLED screens to paper-everyday Pall is there, helping protect critical operating assets, improve product quality, minimize emissions and waste, and safeguard health. For the exponentially curious, Pall is a place where you can thrive and amplify your impact on the world. Find what drives you on a team with a more than 75-year history of discovery, determination, and innovation. Learn about the Danaher Business System which makes everything possible. The Aerospace PMO Analyst is responsible for supporting all Project and Program managers with project financial management, project tracking and reporting as well as reviewing, at portfolio level, data analytics and insights as well as governance support and process improvements. This position reports to the Director of Strategic Programs and is part of the Aerospace Strategic Programs team located in New Port Richey, Florida and will be an on-site role. This position requires access to export-controlled commodities, technical data, technology, software, and services. U.S. citizenship, U.S. legal permanent resident status, protected person status, or U.S. Government export authorization is required. Any offer of employment is contingent upon Pall obtaining the necessary employment visa and export authorization, including, if required, an export license from the applicable U.S. government agency. In this role, you will have the opportunity to: Support the Pall Aerospace business unit by enabling product development project success through data analytics, process improvement, and execution of established governance. Own the standard work for project critical tools, including their use, analysis, and continuous improvement. Support daily management rhythms and the tactical execution of active projects. Serve as the focal point for the Product Development portfolio with responsibility for Earned Value Management. Lead lower-risk projects to build project management capability and develop skills in preparation for a future Project Manager role. The essential requirements of the job include: Bachelor's degree in Engineering, Aerospace, or a related field required Strong analytical and data manipulation skills (spreadsheets, databases) Prince 2 or PMP project management certification, with particular knowledge with Earned Value Management Proficiency with project management software and reporting tools Excellent organizational, communication, and time management skills. Travel, Motor Vehicle Record & Physical/Environment Requirements: if applicable for role Ability to travel - with approximately 10% travel, overnight globally It would be a plus if you also possess previous experience in: Experience of working in a top Aerospace OEM organization Pall Corporation, a Danaher operating company, offers a broad array of comprehensive, competitive benefit programs that add value to our lives. Whether it's a health care program or paid time off, our programs contribute to life beyond the job. Check out our benefits at Danaher Benefits Info . This job is also eligible for bonus/incentive pay. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance and 401(k) to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Join our winning team today. Together, we'll accelerate the real-life impact of tomorrow's science and technology. We partner with customers across the globe to help them solve their most complex challenges, architecting solutions that bring the power of science to life. For more information, visit . Danaher Corporation and all Danaher Companies are committed to equal opportunity regardless of race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. The U.S. EEO posters are available here . For candidates who are based outside of New York City or who are applying for roles outside of New York City, for more information about conditions of any job offer please click here . We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact:1- or .
Commercial Lending Analyst
Urban Redevelopment Authority of Pittsburgh Pittsburgh, Pennsylvania
The Commercial Lending Analyst is vital to the department's loan origination and underwriting function. The Lending Analyst position is responsible for the execution of URA financing programs including sourcing clients, underwriting loans, and portfolio management. An ideal candidate will have excellent communication skills, be passionate, driven, collaborative, and dedicated to furthering Pittsburgh's economic vitality. Job title: Commercial Lending Analyst Department: Commercial and Business Lending Divisional Unit: Lending and Investments Starting Salary: $55,000-$60,000 Reports to: Commercial and Business Lending Manager Essential Functions and Responsibilities: Work with URA Business Services and partner organizations to widely promote loan programs across the city. Create connections and source deal flow throughout the City of Pittsburgh. Originate applications for financing, collect applicable information and documentation; analyze and underwrite the application; prepare and present loan proposals for internal and loan review committee review; close approved loans; and service the loan. Coordinate teamwork among URA staff, entrepreneurs and small businesses, private funders, and others. Work with the Manager of Business Lending and the URA's Legal and Compliance staff to ensure that commercial loans and grants are originated in accordance with federal tax law, applicable underwriting guidelines, the Urban Redevelopment Authority's program guidelines and all other applicable local/state and federal regulations and guidelines. Monitor the financial performance of borrowers and as necessary recommend technical assistance and loan restructuring. Facilitate URA façade program promotion, underwriting, and execution. Prepare professional correspondence, credit memos, and other documentation. Work with businesses to connect with resources and tools (both URA and non URA) including technical assistance. Represent the Commercial and Business Lending Department and its programs to external partners and the public, as requested. Work independently with general direction from the manager and director. Perform other duties as assigned. Position Requirements and Qualifications: Bachelor's Degree in business administration, economics, or entrepreneurship One (1) or more years of experience underwriting and presenting credit and risk analysis for direct lending and investment preferred. Excellent organizational skills and communication skills, including verbal, written and public speaking. Computer proficiency in Microsoft Office suite products such as word, excel, and publisher. Preferred Qualifications: Commercial underwriting experience in businesses and commercial real estate is preferred. Experience using Salesforce, WordPress, or similar software a plus. Physical Requirements: Ability to safely and successfully perform the essential job functions consistent with the ADA, including travel to County and City offices Must be able to lift and carry up to 20 lbs., standing, sitting, reaching and stretching. Must be able to talk, listen and speak clearly on telephone. Disclaimers: The URA is an equal opportunity affirmative action employer. All qualified applicants will receive consideration without regard to race, religion, color, gender, age, national origin, ancestry, disability, sexual orientation, g ender identity/expression, political, and/or union affiliation. AN APPLICANT MUST BE A CITY OF PITTSBURGH RESIDENT OR BECOME ONE AS A CONDITION OF EMPLOYMENT AT THE URA. PM22 Compensation details: 0 Yearly Salary PI6859d2aaf93f-0333
09/21/2026
Full time
The Commercial Lending Analyst is vital to the department's loan origination and underwriting function. The Lending Analyst position is responsible for the execution of URA financing programs including sourcing clients, underwriting loans, and portfolio management. An ideal candidate will have excellent communication skills, be passionate, driven, collaborative, and dedicated to furthering Pittsburgh's economic vitality. Job title: Commercial Lending Analyst Department: Commercial and Business Lending Divisional Unit: Lending and Investments Starting Salary: $55,000-$60,000 Reports to: Commercial and Business Lending Manager Essential Functions and Responsibilities: Work with URA Business Services and partner organizations to widely promote loan programs across the city. Create connections and source deal flow throughout the City of Pittsburgh. Originate applications for financing, collect applicable information and documentation; analyze and underwrite the application; prepare and present loan proposals for internal and loan review committee review; close approved loans; and service the loan. Coordinate teamwork among URA staff, entrepreneurs and small businesses, private funders, and others. Work with the Manager of Business Lending and the URA's Legal and Compliance staff to ensure that commercial loans and grants are originated in accordance with federal tax law, applicable underwriting guidelines, the Urban Redevelopment Authority's program guidelines and all other applicable local/state and federal regulations and guidelines. Monitor the financial performance of borrowers and as necessary recommend technical assistance and loan restructuring. Facilitate URA façade program promotion, underwriting, and execution. Prepare professional correspondence, credit memos, and other documentation. Work with businesses to connect with resources and tools (both URA and non URA) including technical assistance. Represent the Commercial and Business Lending Department and its programs to external partners and the public, as requested. Work independently with general direction from the manager and director. Perform other duties as assigned. Position Requirements and Qualifications: Bachelor's Degree in business administration, economics, or entrepreneurship One (1) or more years of experience underwriting and presenting credit and risk analysis for direct lending and investment preferred. Excellent organizational skills and communication skills, including verbal, written and public speaking. Computer proficiency in Microsoft Office suite products such as word, excel, and publisher. Preferred Qualifications: Commercial underwriting experience in businesses and commercial real estate is preferred. Experience using Salesforce, WordPress, or similar software a plus. Physical Requirements: Ability to safely and successfully perform the essential job functions consistent with the ADA, including travel to County and City offices Must be able to lift and carry up to 20 lbs., standing, sitting, reaching and stretching. Must be able to talk, listen and speak clearly on telephone. Disclaimers: The URA is an equal opportunity affirmative action employer. All qualified applicants will receive consideration without regard to race, religion, color, gender, age, national origin, ancestry, disability, sexual orientation, g ender identity/expression, political, and/or union affiliation. AN APPLICANT MUST BE A CITY OF PITTSBURGH RESIDENT OR BECOME ONE AS A CONDITION OF EMPLOYMENT AT THE URA. PM22 Compensation details: 0 Yearly Salary PI6859d2aaf93f-0333
Consumer Lending Manager
Financial Plus Credit Union Flint, Michigan
Description: Job Title: Consumer Lending Manager Department: Consumer Lending Reports to: Vice President of Consumer Lending Hours per Week: 40 hrs./week Salary Exempt Company Summary Welcome to Financial Plus Credit Union (FPCU) - 'The Place where it's Possible.' At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU - where you aren't just making a living but joining a PLACE where you can REACH your goals. Position Summary The Consumer Lending Manager is responsible for overseeing both the Consumer Loan Officer team, the Consumer Lending Operation Specialists, and the Loan Support Clerk, ensuring strong operational performance, underwriting consistency, member experience, and overall operational effectiveness. This role combines day-to-day leadership of lending and loan support staff with strategic oversight responsibilities focused on evaluating lending performance, identifying trends and opportunities, recommending operational improvements, and supporting initiatives designed to achieve organizational production, service, and portfolio growth goals while maintaining sound lending practices, operational consistency, and appropriate risk management. The Consumer Lending Manager works closely with the VP of Consumer Lending, Consumer Lending Processing Manager, Consumer Lending Systems Analyst, and other departments to support operational efficiency, process improvements, strategic initiatives, and organizational growth. This role balances production leadership, member service, operational collaboration, risk management, and employee development while ensuring compliance with all regulatory requirements. Essential Functions & Primary Responsibilities Oversee the Loan Officers, Consumer Lending Operations Specialists, and Loan Support Clerk, ensuring strong member experience, service consistency, operational effectiveness, underwriting quality, credit risk management and overall lending operational effectiveness. Provide leadership, direction, coaching, and performance management to lending and loan support staff while fostering a culture of accountability, collaboration, continuous improvement, and professional development. Support organizational consumer lending growth objectives through strategic leadership, operational analysis, production monitoring, and data-driven recommendations. Analyze lending production trends, pull-through ratios, application sources, operational performance, and portfolio growth opportunities to identify areas requiring improvement or strategic focus. Provide recommendations to senior leadership regarding operational changes, workflow improvements, staffing needs, product enhancements, promotional opportunities, service strategies, and process efficiencies to support organizational lending goals. Monitor loan application conversion metrics, funded loan ratios, turnaround times, productivity, and member experience trends to identify opportunities for improvement. Coach and develop team on underwriting consistency, operational effectiveness, product knowledge, member experience expectations, and lending best practices. Partner with internal departments to support lending knowledge, workflow alignment, operational consistency, and member experience throughout the lending process. Identify development opportunities and assist in preparing team members for increased responsibilities and future leadership opportunities. Assist with escalated lending decisions, exception requests, member concerns, and complex lending situations while balancing member experience, organizational policy, and risk management. Ensure lending decisions, exception handling, and operational processes are consistently documented and aligned with organizational policies, procedures, and risk tolerance. Partner closely with the Consumer Loan Processing Manager to ensure seamless workflow coordination, efficient handoffs, funding timeliness, and operational consistency throughout the loan lifecycle. Collaborate with Retail Delivery, Digital, Processing, Indirect Lending, Marketing, and other departments to improve workflows, reduce member friction, and enhance the overall lending experience. Participate in cross-functional projects and process improvement initiatives supporting consumer lending efficiency, scalability, and member service. Partner with the Consumer Lending Systems Analyst to identify operational inefficiencies, support workflow enhancements, participate in user acceptance testing, and assist with implementation and adoption of lending technology initiatives. Provide operational input and feedback regarding loan origination systems, workflow tools, automation opportunities, and process improvements. Monitor and manage departmental performance metrics including funded loan volume, application conversion, approval ratios, turnaround times, productivity, service standards, member experience, and portfolio trends. Utilize production reporting and operational analytics to identify performance gaps, process inefficiencies, and opportunities for growth, operational improvement, and enhanced member experience. Utilize reporting and analytics to identify trends, improve operational performance, and support strategic decision-making. Analyze lending performance, portfolio trends, operational data, and member experience feedback to identify opportunities for growth and improvement. Support strategic lending initiatives, promotional campaigns, and market growth efforts in partnership with senior leadership and marketing. Maintain and improve member service by ensuring inquiries, applications, and member issues are handled professionally, consistently, and promptly. Conduct quality reviews and audits to ensure lending accuracy, operational consistency, compliance, and proper documentation. Stay up to date on industry trends, lending laws, operational best practices, and product innovations to recommend improvements and new opportunities. Assist in budgeting, forecasting, and strategic planning for the consumer lending division. Work collaboratively with third-party vendors, partners, and internal stakeholders to support lending operations and organizational initiatives. Oversee the processing and management of title work, loan payoffs, release of liens, and UCC filings. Promote a positive team environment, encouraging collaboration and high-quality service. Ensure employees have the tools, materials, and training necessary for success. Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations. Must be bondable. Perform other duties as assigned. Requirements: Education & Qualifications Bachelor's degree in Finance, Business Administration, or related field; or equivalent work experience. 3 to 5 years of previous consumer lending experience with a proven performance record, with leadership or management experience preferred. Strong understanding of consumer lending regulations, underwriting principles, operational workflows, and member service expectations. Experience leading teams in a fast-paced lending environment focused on balancing growth, service, operational efficiency, and risk management. Experience working with loan origination systems, workflow automation, reporting tools, and lending technology platforms preferred. Strong communication, coaching, organizational leadership, and relationship-building skills. Ability to analyze operational data and utilize reporting to drive performance improvements and strategic decision-making. Candidate must have a thorough understanding of the Loan Policy and Guidelines. Candidate must be knowledgeable of Credit Unions product and services and demonstrate the ability to cross-sell and build deeper relationships with our membership. This position requires an understanding of basic computer skills including Microsoft 365 suite applications. Skills and Abilities Strong leadership and management skills with the ability to motivate, coach, and develop high-performing teams. Strong analytical and organizational skills with the ability to evaluate operational performance and make data-driven decisions. Exceptional problem-solving skills with a solution-oriented mindset. Detail-oriented with a strong focus on operational consistency, compliance, and member experience. Ability to handle multiple priorities in a fast-paced environment while meeting deadlines. Strong interpersonal, verbal, and written communication skills. Ability to build collaborative relationships across departments and effectively navigate operational challenges. Presents a positive and professional image to members and team members through effective and courteous verbal and written communications. . click apply for full job details
09/21/2026
Full time
Description: Job Title: Consumer Lending Manager Department: Consumer Lending Reports to: Vice President of Consumer Lending Hours per Week: 40 hrs./week Salary Exempt Company Summary Welcome to Financial Plus Credit Union (FPCU) - 'The Place where it's Possible.' At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU - where you aren't just making a living but joining a PLACE where you can REACH your goals. Position Summary The Consumer Lending Manager is responsible for overseeing both the Consumer Loan Officer team, the Consumer Lending Operation Specialists, and the Loan Support Clerk, ensuring strong operational performance, underwriting consistency, member experience, and overall operational effectiveness. This role combines day-to-day leadership of lending and loan support staff with strategic oversight responsibilities focused on evaluating lending performance, identifying trends and opportunities, recommending operational improvements, and supporting initiatives designed to achieve organizational production, service, and portfolio growth goals while maintaining sound lending practices, operational consistency, and appropriate risk management. The Consumer Lending Manager works closely with the VP of Consumer Lending, Consumer Lending Processing Manager, Consumer Lending Systems Analyst, and other departments to support operational efficiency, process improvements, strategic initiatives, and organizational growth. This role balances production leadership, member service, operational collaboration, risk management, and employee development while ensuring compliance with all regulatory requirements. Essential Functions & Primary Responsibilities Oversee the Loan Officers, Consumer Lending Operations Specialists, and Loan Support Clerk, ensuring strong member experience, service consistency, operational effectiveness, underwriting quality, credit risk management and overall lending operational effectiveness. Provide leadership, direction, coaching, and performance management to lending and loan support staff while fostering a culture of accountability, collaboration, continuous improvement, and professional development. Support organizational consumer lending growth objectives through strategic leadership, operational analysis, production monitoring, and data-driven recommendations. Analyze lending production trends, pull-through ratios, application sources, operational performance, and portfolio growth opportunities to identify areas requiring improvement or strategic focus. Provide recommendations to senior leadership regarding operational changes, workflow improvements, staffing needs, product enhancements, promotional opportunities, service strategies, and process efficiencies to support organizational lending goals. Monitor loan application conversion metrics, funded loan ratios, turnaround times, productivity, and member experience trends to identify opportunities for improvement. Coach and develop team on underwriting consistency, operational effectiveness, product knowledge, member experience expectations, and lending best practices. Partner with internal departments to support lending knowledge, workflow alignment, operational consistency, and member experience throughout the lending process. Identify development opportunities and assist in preparing team members for increased responsibilities and future leadership opportunities. Assist with escalated lending decisions, exception requests, member concerns, and complex lending situations while balancing member experience, organizational policy, and risk management. Ensure lending decisions, exception handling, and operational processes are consistently documented and aligned with organizational policies, procedures, and risk tolerance. Partner closely with the Consumer Loan Processing Manager to ensure seamless workflow coordination, efficient handoffs, funding timeliness, and operational consistency throughout the loan lifecycle. Collaborate with Retail Delivery, Digital, Processing, Indirect Lending, Marketing, and other departments to improve workflows, reduce member friction, and enhance the overall lending experience. Participate in cross-functional projects and process improvement initiatives supporting consumer lending efficiency, scalability, and member service. Partner with the Consumer Lending Systems Analyst to identify operational inefficiencies, support workflow enhancements, participate in user acceptance testing, and assist with implementation and adoption of lending technology initiatives. Provide operational input and feedback regarding loan origination systems, workflow tools, automation opportunities, and process improvements. Monitor and manage departmental performance metrics including funded loan volume, application conversion, approval ratios, turnaround times, productivity, service standards, member experience, and portfolio trends. Utilize production reporting and operational analytics to identify performance gaps, process inefficiencies, and opportunities for growth, operational improvement, and enhanced member experience. Utilize reporting and analytics to identify trends, improve operational performance, and support strategic decision-making. Analyze lending performance, portfolio trends, operational data, and member experience feedback to identify opportunities for growth and improvement. Support strategic lending initiatives, promotional campaigns, and market growth efforts in partnership with senior leadership and marketing. Maintain and improve member service by ensuring inquiries, applications, and member issues are handled professionally, consistently, and promptly. Conduct quality reviews and audits to ensure lending accuracy, operational consistency, compliance, and proper documentation. Stay up to date on industry trends, lending laws, operational best practices, and product innovations to recommend improvements and new opportunities. Assist in budgeting, forecasting, and strategic planning for the consumer lending division. Work collaboratively with third-party vendors, partners, and internal stakeholders to support lending operations and organizational initiatives. Oversee the processing and management of title work, loan payoffs, release of liens, and UCC filings. Promote a positive team environment, encouraging collaboration and high-quality service. Ensure employees have the tools, materials, and training necessary for success. Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations. Must be bondable. Perform other duties as assigned. Requirements: Education & Qualifications Bachelor's degree in Finance, Business Administration, or related field; or equivalent work experience. 3 to 5 years of previous consumer lending experience with a proven performance record, with leadership or management experience preferred. Strong understanding of consumer lending regulations, underwriting principles, operational workflows, and member service expectations. Experience leading teams in a fast-paced lending environment focused on balancing growth, service, operational efficiency, and risk management. Experience working with loan origination systems, workflow automation, reporting tools, and lending technology platforms preferred. Strong communication, coaching, organizational leadership, and relationship-building skills. Ability to analyze operational data and utilize reporting to drive performance improvements and strategic decision-making. Candidate must have a thorough understanding of the Loan Policy and Guidelines. Candidate must be knowledgeable of Credit Unions product and services and demonstrate the ability to cross-sell and build deeper relationships with our membership. This position requires an understanding of basic computer skills including Microsoft 365 suite applications. Skills and Abilities Strong leadership and management skills with the ability to motivate, coach, and develop high-performing teams. Strong analytical and organizational skills with the ability to evaluate operational performance and make data-driven decisions. Exceptional problem-solving skills with a solution-oriented mindset. Detail-oriented with a strong focus on operational consistency, compliance, and member experience. Ability to handle multiple priorities in a fast-paced environment while meeting deadlines. Strong interpersonal, verbal, and written communication skills. Ability to build collaborative relationships across departments and effectively navigate operational challenges. Presents a positive and professional image to members and team members through effective and courteous verbal and written communications. . click apply for full job details
Data Analyst & IT Consultant - Real Estate Portfolio
Guidehouse Washington, Washington DC
Job Family: Data Science Consulting Travel Required: None Clearance Required: Active Top Secret (TS) What You Will Do: The Data Analyst & IT Consultant will oversee and manage the requirements gathering, development, and integration of information technology tools and programs to enable and support the facilities and real estate management functions of the client. The Data Analyst & IT Consultant will build relationships with portfolio managers and other stakeholders to quickly and expediently address issues or opportunities that may arise related to the communications, tracking, and management of the facilities portfolio. Tasks include, but are not limited to: Meets with facilities management stakeholders to gather IT requirements for development of internal tools and communication sites. Interacts regularly with clients to ensure that objectives are being met while anticipating and responding to client needs. Develop and assist with deployment of IT and AI tools (e.g., SharePoint, Tririga, Power Automate, Power Apps, SQL, Access, Python, CoPilot, etc) for client use. Performs regular reviews of tools, recommends, and develops enhancements, fixes, and revisions as necessary. Works closely with the Assistant Real Estate Manager and Real Estate Manager on projects and management of facilities IT tools and sites. Prepares reports to track project status and inform management decision making. Run standard reports for management review and runs ad hoc reports with assistance. Assist with the design of reports utilizing a variety of software tools. Prepare and distribute critical date reports; maintain tickler system for tracking important dates and tasks. Perform other duties as assigned. What You Will Need: An ACTIVE and MAINTAINED "TOP SECRET" Federal or DoD security clearance Bachelor's degree; FOUR (4) years' additional professional experience in lieu of a degree. Minimum THREE (3) or more years of experience in managing Enterprise level software development, implementation and deployment in government or corporate section. This role requires 5 days a week on-site in Washington, DC. What Would Be Nice To Have: FIVE (5) or more years of experience in managing Enterprise level software development, implementation and deployment in government or corporate section. Experience with Microsoft Software Development in SharePoint or Microsoft Solution Associate, SQL, or other database development (certifications are a plus) CPM or RPA professional designation or candidacy PMP certification Experience with of Microsoft Office Suite, Microsoft Access, MS SQL Server, SharePoint Business Intelligence and Project Management Real estate license preferred Experience developing and deploying solutions using AI tools such as CoPilot Excellent written and verbal communication skills Strong organizational and analytical skills Ability to provide efficient, timely, reliable, and courteous service to customers Ability to effectively present information Ability to respond to sensitive issues Ability to solve problems with organizational objectives in mind Intermediate to advanced skills with Microsoft Office Suite Decisions made with thorough understanding of procedures, organizational policies, and business practices to achieve general results and deadlines The annual salary range for this position is $113,000.00-$188,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains or . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
09/21/2026
Full time
Job Family: Data Science Consulting Travel Required: None Clearance Required: Active Top Secret (TS) What You Will Do: The Data Analyst & IT Consultant will oversee and manage the requirements gathering, development, and integration of information technology tools and programs to enable and support the facilities and real estate management functions of the client. The Data Analyst & IT Consultant will build relationships with portfolio managers and other stakeholders to quickly and expediently address issues or opportunities that may arise related to the communications, tracking, and management of the facilities portfolio. Tasks include, but are not limited to: Meets with facilities management stakeholders to gather IT requirements for development of internal tools and communication sites. Interacts regularly with clients to ensure that objectives are being met while anticipating and responding to client needs. Develop and assist with deployment of IT and AI tools (e.g., SharePoint, Tririga, Power Automate, Power Apps, SQL, Access, Python, CoPilot, etc) for client use. Performs regular reviews of tools, recommends, and develops enhancements, fixes, and revisions as necessary. Works closely with the Assistant Real Estate Manager and Real Estate Manager on projects and management of facilities IT tools and sites. Prepares reports to track project status and inform management decision making. Run standard reports for management review and runs ad hoc reports with assistance. Assist with the design of reports utilizing a variety of software tools. Prepare and distribute critical date reports; maintain tickler system for tracking important dates and tasks. Perform other duties as assigned. What You Will Need: An ACTIVE and MAINTAINED "TOP SECRET" Federal or DoD security clearance Bachelor's degree; FOUR (4) years' additional professional experience in lieu of a degree. Minimum THREE (3) or more years of experience in managing Enterprise level software development, implementation and deployment in government or corporate section. This role requires 5 days a week on-site in Washington, DC. What Would Be Nice To Have: FIVE (5) or more years of experience in managing Enterprise level software development, implementation and deployment in government or corporate section. Experience with Microsoft Software Development in SharePoint or Microsoft Solution Associate, SQL, or other database development (certifications are a plus) CPM or RPA professional designation or candidacy PMP certification Experience with of Microsoft Office Suite, Microsoft Access, MS SQL Server, SharePoint Business Intelligence and Project Management Real estate license preferred Experience developing and deploying solutions using AI tools such as CoPilot Excellent written and verbal communication skills Strong organizational and analytical skills Ability to provide efficient, timely, reliable, and courteous service to customers Ability to effectively present information Ability to respond to sensitive issues Ability to solve problems with organizational objectives in mind Intermediate to advanced skills with Microsoft Office Suite Decisions made with thorough understanding of procedures, organizational policies, and business practices to achieve general results and deadlines The annual salary range for this position is $113,000.00-$188,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains or . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
Data Analyst & IT Consultant - Real Estate Portfolio
Guidehouse Washington, Washington DC
Job Family: Data Science Consulting Travel Required: None Clearance Required: Active Top Secret (TS) What You Will Do: The Data Analyst & IT Consultant will oversee and manage the requirements gathering, development, and integration of information technology tools and programs to enable and support the facilities and real estate management functions of the client. The Data Analyst & IT Consultant will build relationships with portfolio managers and other stakeholders to quickly and expediently address issues or opportunities that may arise related to the communications, tracking, and management of the facilities portfolio. Tasks include, but are not limited to: Meets with facilities management stakeholders to gather IT requirements for development of internal tools and communication sites. Interacts regularly with clients to ensure that objectives are being met while anticipating and responding to client needs. Develop and assist with deployment of IT and AI tools (e.g., SharePoint, Tririga, Power Automate, Power Apps, SQL, Access, Python, CoPilot, etc) for client use. Performs regular reviews of tools, recommends, and develops enhancements, fixes, and revisions as necessary. Works closely with the Assistant Real Estate Manager and Real Estate Manager on projects and management of facilities IT tools and sites. Prepares reports to track project status and inform management decision making. Run standard reports for management review and runs ad hoc reports with assistance. Assist with the design of reports utilizing a variety of software tools. Prepare and distribute critical date reports; maintain tickler system for tracking important dates and tasks. Perform other duties as assigned. What You Will Need: An ACTIVE and MAINTAINED "TOP SECRET" Federal or DoD security clearance Bachelor's degree; FOUR (4) years' additional professional experience in lieu of a degree. Minimum THREE (3) or more years of experience in managing Enterprise level software development, implementation and deployment in government or corporate section. This role requires 5 days a week on-site in Washington, DC. What Would Be Nice To Have: FIVE (5) or more years of experience in managing Enterprise level software development, implementation and deployment in government or corporate section. Experience with Microsoft Software Development in SharePoint or Microsoft Solution Associate, SQL, or other database development (certifications are a plus) CPM or RPA professional designation or candidacy PMP certification Experience with of Microsoft Office Suite, Microsoft Access, MS SQL Server, SharePoint Business Intelligence and Project Management Real estate license preferred Experience developing and deploying solutions using AI tools such as CoPilot Excellent written and verbal communication skills Strong organizational and analytical skills Ability to provide efficient, timely, reliable, and courteous service to customers Ability to effectively present information Ability to respond to sensitive issues Ability to solve problems with organizational objectives in mind Intermediate to advanced skills with Microsoft Office Suite Decisions made with thorough understanding of procedures, organizational policies, and business practices to achieve general results and deadlines The annual salary range for this position is $113,000.00-$188,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains or . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
09/21/2026
Full time
Job Family: Data Science Consulting Travel Required: None Clearance Required: Active Top Secret (TS) What You Will Do: The Data Analyst & IT Consultant will oversee and manage the requirements gathering, development, and integration of information technology tools and programs to enable and support the facilities and real estate management functions of the client. The Data Analyst & IT Consultant will build relationships with portfolio managers and other stakeholders to quickly and expediently address issues or opportunities that may arise related to the communications, tracking, and management of the facilities portfolio. Tasks include, but are not limited to: Meets with facilities management stakeholders to gather IT requirements for development of internal tools and communication sites. Interacts regularly with clients to ensure that objectives are being met while anticipating and responding to client needs. Develop and assist with deployment of IT and AI tools (e.g., SharePoint, Tririga, Power Automate, Power Apps, SQL, Access, Python, CoPilot, etc) for client use. Performs regular reviews of tools, recommends, and develops enhancements, fixes, and revisions as necessary. Works closely with the Assistant Real Estate Manager and Real Estate Manager on projects and management of facilities IT tools and sites. Prepares reports to track project status and inform management decision making. Run standard reports for management review and runs ad hoc reports with assistance. Assist with the design of reports utilizing a variety of software tools. Prepare and distribute critical date reports; maintain tickler system for tracking important dates and tasks. Perform other duties as assigned. What You Will Need: An ACTIVE and MAINTAINED "TOP SECRET" Federal or DoD security clearance Bachelor's degree; FOUR (4) years' additional professional experience in lieu of a degree. Minimum THREE (3) or more years of experience in managing Enterprise level software development, implementation and deployment in government or corporate section. This role requires 5 days a week on-site in Washington, DC. What Would Be Nice To Have: FIVE (5) or more years of experience in managing Enterprise level software development, implementation and deployment in government or corporate section. Experience with Microsoft Software Development in SharePoint or Microsoft Solution Associate, SQL, or other database development (certifications are a plus) CPM or RPA professional designation or candidacy PMP certification Experience with of Microsoft Office Suite, Microsoft Access, MS SQL Server, SharePoint Business Intelligence and Project Management Real estate license preferred Experience developing and deploying solutions using AI tools such as CoPilot Excellent written and verbal communication skills Strong organizational and analytical skills Ability to provide efficient, timely, reliable, and courteous service to customers Ability to effectively present information Ability to respond to sensitive issues Ability to solve problems with organizational objectives in mind Intermediate to advanced skills with Microsoft Office Suite Decisions made with thorough understanding of procedures, organizational policies, and business practices to achieve general results and deadlines The annual salary range for this position is $113,000.00-$188,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains or . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
Actuary & Director, Product and Pricing Risk, Workforce Benefits
Pacific Life Newport Beach, California
Job Description: Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Director of Product and Pricing Risk to join the Workforce Benefits Product and Pricing organization. We are actively seeking a talented Actuary & Director, Product Pricing Risk on our Workforce Benefits team. This role is on-site 4 days per week and work from home 1 day per week in Newport Beach, CA, Omaha, NE, or Charlotte, NC. If you are not currently located near one of our offices, we offer comprehensive relocation assistance. Our new Workforce Benefits division seeks to disrupt the group benefits market with a digital first strategy. As a Director of Product and Pricing Risk, you will support disciplined product and pricing decisions across the Workforce Benefits portfolio by leading cross-product analytics, governance, risk monitoring, and pricing capability development. You will translate business priorities into practical pricing and risk frameworks, coordinate work across product lines, and provide recommendations and insights to Product and Pricing leaders. You will partner closely with pricing leadership, as well as colleagues in Underwriting, Finance, Sales, Enterprise Risk, Technology, and Operations. The role combines strong actuarial judgment, hands-on leadership, and the ability to drive execution through influence in a growing business. You will lead a small team and will work cross-functionally with division leadership and key partners in to develop leading edge risk management and market winning pricing strategies. How you will make an impact: Lead the development, implementation, and ongoing enhancement of cross-product pricing and risk processes, tools, and reporting that support consistent execution across Workforce Benefits products. Partner with Product and Pricing leaders to analyze new business and renewal results, evaluate emerging trends, and recommend adjustments to pricing approaches, profitability targets, and portfolio guardrails. Coordinate the development and maintenance of pricing tools, models, and reporting capabilities used by Pricing and Underwriting, including quoting tools, experience-rating support, quote monitoring, and management reporting. Build and maintain portfolio analytics that connect growth, profitability, competitiveness, and risk. Translate results into clear insights, options, and recommendations for business leaders. Facilitate cross-product assumption setting and documentation for items such as expenses, interest rates, profitability metrics, and other shared pricing inputs, in partnership with Finance, Pricing, and Product leadership. Establish and maintain practical monitoring standards, key performance indicators, thresholds, and escalation routines. Identify deviations and coordinate appropriate analysis and follow-up with accountable product-line leaders. Prepare clear, decision-ready materials for product, pricing, and risk governance forums. Coordinate reviews and approvals and ensure decisions, assumptions, and follow-up actions are documented. Provide actuarial and risk expertise on cross-functional initiatives involving underwriting practices, reinsurance, vendor or external-party risk, and new or enhanced product capabilities. Lead the cadence and prioritization of experience studies and other data-driven analyses in partnership with product pricing actuaries, ensuring findings are translated into actionable recommendations. Support month-end and quarter-end financial and reserving activities, as assigned, through analysis of claims experience, reserve movements, and key financial risk drivers. Lead and develop actuarial professionals and rotational analysts by setting clear priorities, reviewing work, strengthening technical capabilities, and creating meaningful development opportunities. Manage multiple initiatives in an evolving environment, escalating material issues and strategic trade-offs to the appropriate AVP or VP leader. Support other projects as needed on a very nimble and collaborative team. The experience you will bring: 8+ years of progressive actuarial experience with an FSA designation. Deep experience in group product lines (Dental, Vision, Group Life, Short Term Disability, Long Term Disability, Supplemental Health, Leave and Absence Management). Experience managing multiple initiatives, working with ambiguity, and adapting to change. Experience developing or implementing pricing analyses, assumptions, monitoring frameworks, or governance processes. Strong communication and collaboration skills, with the ability to successfully influence across teams. Demonstrated leadership and interpersonal skills. Bachelor's degree is preferred, or demonstrated experience. What will make you stand out: Experience developing or implementing both new business and renewal pricing strategy Experience developing and implementing assumptions, monitoring frameworks, or governance processes. Digital and analytic mindset. Entrepreneurial energy and excitement to operate in a start-up environment. Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $203,760.00 - $249,040.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
09/21/2026
Full time
Job Description: Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Director of Product and Pricing Risk to join the Workforce Benefits Product and Pricing organization. We are actively seeking a talented Actuary & Director, Product Pricing Risk on our Workforce Benefits team. This role is on-site 4 days per week and work from home 1 day per week in Newport Beach, CA, Omaha, NE, or Charlotte, NC. If you are not currently located near one of our offices, we offer comprehensive relocation assistance. Our new Workforce Benefits division seeks to disrupt the group benefits market with a digital first strategy. As a Director of Product and Pricing Risk, you will support disciplined product and pricing decisions across the Workforce Benefits portfolio by leading cross-product analytics, governance, risk monitoring, and pricing capability development. You will translate business priorities into practical pricing and risk frameworks, coordinate work across product lines, and provide recommendations and insights to Product and Pricing leaders. You will partner closely with pricing leadership, as well as colleagues in Underwriting, Finance, Sales, Enterprise Risk, Technology, and Operations. The role combines strong actuarial judgment, hands-on leadership, and the ability to drive execution through influence in a growing business. You will lead a small team and will work cross-functionally with division leadership and key partners in to develop leading edge risk management and market winning pricing strategies. How you will make an impact: Lead the development, implementation, and ongoing enhancement of cross-product pricing and risk processes, tools, and reporting that support consistent execution across Workforce Benefits products. Partner with Product and Pricing leaders to analyze new business and renewal results, evaluate emerging trends, and recommend adjustments to pricing approaches, profitability targets, and portfolio guardrails. Coordinate the development and maintenance of pricing tools, models, and reporting capabilities used by Pricing and Underwriting, including quoting tools, experience-rating support, quote monitoring, and management reporting. Build and maintain portfolio analytics that connect growth, profitability, competitiveness, and risk. Translate results into clear insights, options, and recommendations for business leaders. Facilitate cross-product assumption setting and documentation for items such as expenses, interest rates, profitability metrics, and other shared pricing inputs, in partnership with Finance, Pricing, and Product leadership. Establish and maintain practical monitoring standards, key performance indicators, thresholds, and escalation routines. Identify deviations and coordinate appropriate analysis and follow-up with accountable product-line leaders. Prepare clear, decision-ready materials for product, pricing, and risk governance forums. Coordinate reviews and approvals and ensure decisions, assumptions, and follow-up actions are documented. Provide actuarial and risk expertise on cross-functional initiatives involving underwriting practices, reinsurance, vendor or external-party risk, and new or enhanced product capabilities. Lead the cadence and prioritization of experience studies and other data-driven analyses in partnership with product pricing actuaries, ensuring findings are translated into actionable recommendations. Support month-end and quarter-end financial and reserving activities, as assigned, through analysis of claims experience, reserve movements, and key financial risk drivers. Lead and develop actuarial professionals and rotational analysts by setting clear priorities, reviewing work, strengthening technical capabilities, and creating meaningful development opportunities. Manage multiple initiatives in an evolving environment, escalating material issues and strategic trade-offs to the appropriate AVP or VP leader. Support other projects as needed on a very nimble and collaborative team. The experience you will bring: 8+ years of progressive actuarial experience with an FSA designation. Deep experience in group product lines (Dental, Vision, Group Life, Short Term Disability, Long Term Disability, Supplemental Health, Leave and Absence Management). Experience managing multiple initiatives, working with ambiguity, and adapting to change. Experience developing or implementing pricing analyses, assumptions, monitoring frameworks, or governance processes. Strong communication and collaboration skills, with the ability to successfully influence across teams. Demonstrated leadership and interpersonal skills. Bachelor's degree is preferred, or demonstrated experience. What will make you stand out: Experience developing or implementing both new business and renewal pricing strategy Experience developing and implementing assumptions, monitoring frameworks, or governance processes. Digital and analytic mindset. Entrepreneurial energy and excitement to operate in a start-up environment. Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $203,760.00 - $249,040.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Senior UX Designer
Cella Austin, Texas
Location: Austin, TexasJob Type: ContractCompensation Range: $75.12 - 78.12 per hourWe are seeking an experienced UX/Product Designer to join our MarTech Planning and Enablement Team and design intuitive, scalable authoring experiences within Sanity Studio. The role involves partnering with cross-functional teams to simplify complex content workflows, translate business needs into effective UX solutions, and enhance platform adoption and efficiency.The ideal candidate has strong experience in enterprise product design, CMS platforms, content authoring, and end-to-end content workflows.Responsibilities:Drive the design of intuitive content authoring, editing, review, approval, and publishing experiences within Sanity Studio.Develop user flows, journey maps, wireframes, prototypes, and high-fidelity designs that support product development and stakeholder alignment.Define authoring interaction patterns, UX standards, and design principles that enable scalable and consistent content operations.Balance business objectives, user needs, governance requirements, and technical constraints to deliver effective solutions.Partner with experience and design system teams to translate approved client-facing patterns and components into effective authoring controls, previews, guardrails, and workflows within Sanity Studio.Content Authoring and Workflow DesignPartner with content strategists, marketers, UX designers, and platform teams to understand content creation, design system, and publishing requirements.Design authoring experiences that support content models, metadata, taxonomy, governance, localization, and content reuse.Streamline workflows to reduce manual effort, improve usability, and enable efficient content operations at scale.Establish scalable authoring patterns that support platform growth and evolving business needs.Research and ValidationConduct discovery activities to understand user needs, workflow challenges, and operational pain points.Leverage user feedback, analytics, research findings, and usability testing to inform design decisions.Validate concepts and prototypes with stakeholders and end users.Use qualitative and quantitative inputs to continuously improve platform usability and adoption.Cross-Functional CollaborationPartner closely with Product Managers, Business Analysts, Content Strategists, Engineers, Architects, and Design peers throughout the product lifecycle.Collaborate with development teams to ensure authoring interface designs are feasible, scalable, and aligned with platform capabilities.Facilitate workshops and working sessions to align on requirements, workflows, and user experience decisions.Advocate for user-centered design and content first thinking while balancing delivery timelines and business priorities.Qualifications:7+ years of Product Design, UX Design, Service Design, or related experience.3+ years focused on experience with content-first authoring within headless CMS systems.Proven experience designing enterprise applications, workflow-based platforms, or content management solutions.Strong portfolio demonstrating end-to-end product design across complex business problems.Expertise in user-centered design methodologies, interaction design, information architecture, and usability principles.Ability to translate complex business requirements into intuitive and scalable user experiences.Strong systems-thinking and problem-solving capabilities.Excellent facilitation, communication, and stakeholder management skills.Experience working in Agile product development environments.JOBID: 11 Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.At Cella, a randstad digital company, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Cella by randstad digital offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility). This posting is open for thirty (30) days.
09/21/2026
Full time
Location: Austin, TexasJob Type: ContractCompensation Range: $75.12 - 78.12 per hourWe are seeking an experienced UX/Product Designer to join our MarTech Planning and Enablement Team and design intuitive, scalable authoring experiences within Sanity Studio. The role involves partnering with cross-functional teams to simplify complex content workflows, translate business needs into effective UX solutions, and enhance platform adoption and efficiency.The ideal candidate has strong experience in enterprise product design, CMS platforms, content authoring, and end-to-end content workflows.Responsibilities:Drive the design of intuitive content authoring, editing, review, approval, and publishing experiences within Sanity Studio.Develop user flows, journey maps, wireframes, prototypes, and high-fidelity designs that support product development and stakeholder alignment.Define authoring interaction patterns, UX standards, and design principles that enable scalable and consistent content operations.Balance business objectives, user needs, governance requirements, and technical constraints to deliver effective solutions.Partner with experience and design system teams to translate approved client-facing patterns and components into effective authoring controls, previews, guardrails, and workflows within Sanity Studio.Content Authoring and Workflow DesignPartner with content strategists, marketers, UX designers, and platform teams to understand content creation, design system, and publishing requirements.Design authoring experiences that support content models, metadata, taxonomy, governance, localization, and content reuse.Streamline workflows to reduce manual effort, improve usability, and enable efficient content operations at scale.Establish scalable authoring patterns that support platform growth and evolving business needs.Research and ValidationConduct discovery activities to understand user needs, workflow challenges, and operational pain points.Leverage user feedback, analytics, research findings, and usability testing to inform design decisions.Validate concepts and prototypes with stakeholders and end users.Use qualitative and quantitative inputs to continuously improve platform usability and adoption.Cross-Functional CollaborationPartner closely with Product Managers, Business Analysts, Content Strategists, Engineers, Architects, and Design peers throughout the product lifecycle.Collaborate with development teams to ensure authoring interface designs are feasible, scalable, and aligned with platform capabilities.Facilitate workshops and working sessions to align on requirements, workflows, and user experience decisions.Advocate for user-centered design and content first thinking while balancing delivery timelines and business priorities.Qualifications:7+ years of Product Design, UX Design, Service Design, or related experience.3+ years focused on experience with content-first authoring within headless CMS systems.Proven experience designing enterprise applications, workflow-based platforms, or content management solutions.Strong portfolio demonstrating end-to-end product design across complex business problems.Expertise in user-centered design methodologies, interaction design, information architecture, and usability principles.Ability to translate complex business requirements into intuitive and scalable user experiences.Strong systems-thinking and problem-solving capabilities.Excellent facilitation, communication, and stakeholder management skills.Experience working in Agile product development environments.JOBID: 11 Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.At Cella, a randstad digital company, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Cella by randstad digital offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility). This posting is open for thirty (30) days.
Business Analyst Intern, Product Performance - Summer 2027
McKesson Irving, Texas
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. The Product Performance team is seeking a Business Analyst Intern to help turn product performance data into clear, actionable business insights. In this role, you will work with product-level data, identify meaningful trends and performance drivers, and communicate findings to business partners and leadership. This internship provides hands-on experience in business analysis, data interpretation, problem-solving, and executive communication. You will learn how data is used to evaluate product performance, identify risks and opportunities, and support portfolio-level decision-making. What You'll Do Review product performance data to identify trends, risks, and opportunities across the portfolio. Analyze changes in areas such as product growth, utilization, adoption, and lifecycle status. Organize products into meaningful performance segments based on available data. Conduct focused analyses on selected products to better understand business performance and key drivers. Partner with team members and business stakeholders to gather context, validate findings, and clarify business questions. Translate analytical findings into concise summaries, visuals, and recommendations. Document your analysis, assumptions, and follow-up questions. Present final findings and recommendations to key stakeholders Potential Project Deliverables Portfolio performance summary or scorecard Product performance segmentation Focused product analyses or business case deep dives Summary of key trends, risks, and opportunities Final presentation with findings and recommendations Documented analytical approach that can be reused by the team Qualifications Rising senior pursuing an undergraduate degree in business, business analytics, finance, economics, information systems, or a related field Interest in using data to solve business problems and support decision-making Foundational experience with Microsoft Excel and PowerPoint Ability to interpret data, recognize trends, and develop logical conclusions Strong written and verbal communication skills Ability to organize information, manage details, and ask thoughtful business questions Curiosity, initiative, and willingness to learn in a collaborative environment Preferred Qualifications Experience with data visualization or reporting tools such as Power BI Exposure to business intelligence, product management, portfolio management, or performance measurement Familiarity with basic analytical, automation, or coding tools What You'll Gain Practical experience applying business analysis skills to a real product portfolio Exposure to product performance, portfolio management, and data-driven decision-making Experience translating complex information into clear business recommendations Opportunities to collaborate with cross-functional partners and present to business leaders A completed analytical project that demonstrates both quantitative and communication skills We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $17.33 - $28.88 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
09/21/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. The Product Performance team is seeking a Business Analyst Intern to help turn product performance data into clear, actionable business insights. In this role, you will work with product-level data, identify meaningful trends and performance drivers, and communicate findings to business partners and leadership. This internship provides hands-on experience in business analysis, data interpretation, problem-solving, and executive communication. You will learn how data is used to evaluate product performance, identify risks and opportunities, and support portfolio-level decision-making. What You'll Do Review product performance data to identify trends, risks, and opportunities across the portfolio. Analyze changes in areas such as product growth, utilization, adoption, and lifecycle status. Organize products into meaningful performance segments based on available data. Conduct focused analyses on selected products to better understand business performance and key drivers. Partner with team members and business stakeholders to gather context, validate findings, and clarify business questions. Translate analytical findings into concise summaries, visuals, and recommendations. Document your analysis, assumptions, and follow-up questions. Present final findings and recommendations to key stakeholders Potential Project Deliverables Portfolio performance summary or scorecard Product performance segmentation Focused product analyses or business case deep dives Summary of key trends, risks, and opportunities Final presentation with findings and recommendations Documented analytical approach that can be reused by the team Qualifications Rising senior pursuing an undergraduate degree in business, business analytics, finance, economics, information systems, or a related field Interest in using data to solve business problems and support decision-making Foundational experience with Microsoft Excel and PowerPoint Ability to interpret data, recognize trends, and develop logical conclusions Strong written and verbal communication skills Ability to organize information, manage details, and ask thoughtful business questions Curiosity, initiative, and willingness to learn in a collaborative environment Preferred Qualifications Experience with data visualization or reporting tools such as Power BI Exposure to business intelligence, product management, portfolio management, or performance measurement Familiarity with basic analytical, automation, or coding tools What You'll Gain Practical experience applying business analysis skills to a real product portfolio Exposure to product performance, portfolio management, and data-driven decision-making Experience translating complex information into clear business recommendations Opportunities to collaborate with cross-functional partners and present to business leaders A completed analytical project that demonstrates both quantitative and communication skills We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $17.33 - $28.88 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
TPRM - Business Operations Analyst
Versana New York, New York
Job Description Job Description About Us: Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks' data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they are accessing the loan market's most credible source of deal information. About You: Versana is seeking a highly motivated, analytical, and proactive Business Operations Analyst to support critical operational functions across the organization. This is a highly visible, cross-functional role that combines client onboarding, vendor due diligence, operational governance, executive reporting, data analysis and cross-functional coordination. The successful candidate will partner closely with teams to drive key initiatives and operational outcomes. We are looking for someone who can independently prioritize competing demands, navigate ambiguity with confidence, influence stakeholders across the organization, and deliver high-quality results with minimal oversight. Key Responsibilities Client Onboarding, Vendor Due Dilligence + Risk Management Serve as the primary subject matter expert for third-party onboarding, vendor due diligence, information security assessments, procurement requests, and client risk management processes. Manage onboarding activities from initiation through completion, coordinating efforts across Information Security, Product, Engineering, Operations, Legal, Finance, and Executive Leadership. Partner directly with clients to ensure timely completion of onboarding requests, questionnaires, audits, and due diligence activities. Build and maintain deep knowledge of Versana's platform, security controls, policies, and operational processes. Maintain response libraries, supporting documentation, and process improvements that increase efficiency and consistency. Continuously identify opportunities to improve onboarding workflows and client experience. Client Operations + Service Delivery Own customer SLA reporting and monitoring, ensuring performance remains aligned with contractual obligations. Develop and deliver recurring customer and operational performance reporting. Analyze trends and identify opportunities to improve service delivery and operational effectiveness. Partner with Client Success, Product, and Engineering teams to enhance the client experience. Support operational readiness and execution for new clients, products, and strategic initiatives. Operational Governance, Polices + Internal Controls Maintain the company's policy inventory and governance framework, including coordinating periodic reviews and updates. Support operational risk management, audit activities, and compliance initiatives. Partner with leadership to strengthen internal controls, governance processes, and operational maturity. Coordinate cross-functional activities related to audits, certifications, customer requests, and regulatory inquiries. Identify operational risks and recommend process improvements and mitigation strategies. Executive Reporting + Business Intelligence Develop executive, board-level, and management reporting materials that provide meaningful insights into business performance. Prepare presentation materials for executive leadership, strategic initiatives, client meetings, and board discussions. Transform operational and business data into clear narratives and actionable recommendations. Build and maintain dashboards, KPIs, scorecards, and reporting frameworks that support data-driven decision making. Partner with leadership and internal teams to enhance reporting quality, consistency, and visibility. Deliver recurring management reporting on customer, operational, and business performance metrics. Data Analysis + Operational Excellence Analyze operational, customer, and business data to identify trends, opportunities, and risks. Develop meaningful metrics and performance indicators that provide visibility into organizational health and performance. Partner with data and technology teams to improve reporting capabilities and operational insights. Identify opportunities for automation, process optimization, and operational efficiencies. Use technology and AI-enabled tools responsibly to accelerate workflows while independently validating outputs and recommendations. Business Operations + Strategic Initiatives Support strategic initiatives and special projects across the business. Partner with leadership to improve operational effectiveness and enable company growth. Assist with finance and operational reporting activities, including data validation and business analysis. The prior description specifically included finance operational support and invoice-related responsibilities. Contribute to the development of operational processes, success metrics, and management frameworks. Take ownership of initiatives outside of defined responsibilities when business needs require support. Must Have: Bachelor's degree in Business, Finance, Operations, Information Systems, or a related field. 5+ years of experience in Business Operations, Strategy & Operations, Consulting, Risk Management, Program Management, or related functions. Experience working in fintech, SaaS, technology, or other high-growth environments. Experience in working with enterprise grade customers in banking or investment management. Exceptional written and verbal communication skills with strong client-facing experience. Familiarity with third-party risk management, information security assessments, audit programs, and compliance frameworks. Advanced Microsoft PowerPoint skills, including the ability to create executive-ready presentations. Equal Opportunity Employer We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
09/20/2026
Full time
Job Description Job Description About Us: Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks' data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they are accessing the loan market's most credible source of deal information. About You: Versana is seeking a highly motivated, analytical, and proactive Business Operations Analyst to support critical operational functions across the organization. This is a highly visible, cross-functional role that combines client onboarding, vendor due diligence, operational governance, executive reporting, data analysis and cross-functional coordination. The successful candidate will partner closely with teams to drive key initiatives and operational outcomes. We are looking for someone who can independently prioritize competing demands, navigate ambiguity with confidence, influence stakeholders across the organization, and deliver high-quality results with minimal oversight. Key Responsibilities Client Onboarding, Vendor Due Dilligence + Risk Management Serve as the primary subject matter expert for third-party onboarding, vendor due diligence, information security assessments, procurement requests, and client risk management processes. Manage onboarding activities from initiation through completion, coordinating efforts across Information Security, Product, Engineering, Operations, Legal, Finance, and Executive Leadership. Partner directly with clients to ensure timely completion of onboarding requests, questionnaires, audits, and due diligence activities. Build and maintain deep knowledge of Versana's platform, security controls, policies, and operational processes. Maintain response libraries, supporting documentation, and process improvements that increase efficiency and consistency. Continuously identify opportunities to improve onboarding workflows and client experience. Client Operations + Service Delivery Own customer SLA reporting and monitoring, ensuring performance remains aligned with contractual obligations. Develop and deliver recurring customer and operational performance reporting. Analyze trends and identify opportunities to improve service delivery and operational effectiveness. Partner with Client Success, Product, and Engineering teams to enhance the client experience. Support operational readiness and execution for new clients, products, and strategic initiatives. Operational Governance, Polices + Internal Controls Maintain the company's policy inventory and governance framework, including coordinating periodic reviews and updates. Support operational risk management, audit activities, and compliance initiatives. Partner with leadership to strengthen internal controls, governance processes, and operational maturity. Coordinate cross-functional activities related to audits, certifications, customer requests, and regulatory inquiries. Identify operational risks and recommend process improvements and mitigation strategies. Executive Reporting + Business Intelligence Develop executive, board-level, and management reporting materials that provide meaningful insights into business performance. Prepare presentation materials for executive leadership, strategic initiatives, client meetings, and board discussions. Transform operational and business data into clear narratives and actionable recommendations. Build and maintain dashboards, KPIs, scorecards, and reporting frameworks that support data-driven decision making. Partner with leadership and internal teams to enhance reporting quality, consistency, and visibility. Deliver recurring management reporting on customer, operational, and business performance metrics. Data Analysis + Operational Excellence Analyze operational, customer, and business data to identify trends, opportunities, and risks. Develop meaningful metrics and performance indicators that provide visibility into organizational health and performance. Partner with data and technology teams to improve reporting capabilities and operational insights. Identify opportunities for automation, process optimization, and operational efficiencies. Use technology and AI-enabled tools responsibly to accelerate workflows while independently validating outputs and recommendations. Business Operations + Strategic Initiatives Support strategic initiatives and special projects across the business. Partner with leadership to improve operational effectiveness and enable company growth. Assist with finance and operational reporting activities, including data validation and business analysis. The prior description specifically included finance operational support and invoice-related responsibilities. Contribute to the development of operational processes, success metrics, and management frameworks. Take ownership of initiatives outside of defined responsibilities when business needs require support. Must Have: Bachelor's degree in Business, Finance, Operations, Information Systems, or a related field. 5+ years of experience in Business Operations, Strategy & Operations, Consulting, Risk Management, Program Management, or related functions. Experience working in fintech, SaaS, technology, or other high-growth environments. Experience in working with enterprise grade customers in banking or investment management. Exceptional written and verbal communication skills with strong client-facing experience. Familiarity with third-party risk management, information security assessments, audit programs, and compliance frameworks. Advanced Microsoft PowerPoint skills, including the ability to create executive-ready presentations. Equal Opportunity Employer We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Venture Fund Management Analyst
Career Launch AI New York, New York
Job Description Job Description Venture Fund Management Analyst Career Launch AI Talent Network Locations: San Francisco, Las Vegas, Chicago, New York Compensation: Typically $90,000 - $130,000 total compensation (varies by employer) Job Type: Full-Time About This Posting This listing represents a sample Venture Fund Management Analyst role commonly found at venture capital firms, emerging fund managers, and institutional investment platforms. Actual opportunities may differ by firm size, fund strategy, operational complexity, or location. This posting is provided for informational purposes only , helping candidates understand the typical responsibilities and qualifications associated with venture fund management-focused analyst roles. Career Launch AI provides career development resources and training. Participation does not guarantee employment or influence hiring decisions by any employer. Role Overview Venture Fund Management Analysts focus on the operational, financial, and strategic management of venture capital funds . The role sits at the intersection of investing, fund operations, and investor relations, supporting the full lifecycle of a venture fund-from fundraising and capital deployment to portfolio monitoring and reporting. Analysts work closely with partners, finance teams, and external service providers while supporting internal decision-making and limited partner (LP) communications. Key Responsibilities Support fund-level operations, including capital calls, distributions, and cash flow tracking Assist with portfolio valuation processes and performance monitoring Build and maintain fund and portfolio-level financial models Prepare internal dashboards, quarterly reports, and performance summaries Support fundraising efforts, including pitch materials and data room preparation Assist with LP communications, investor reporting, and ad hoc data requests Coordinate with fund administrators, auditors, and legal advisors Track venture fund metrics, benchmarks, and market trends Support investment committee materials with fund performance and portfolio insights Ideal Candidate Bachelor's degree in finance, economics, accounting, business, or another analytical discipline Strong interest in venture capital, fund economics, and investment operations Prior exposure to venture capital, private equity, fund accounting, investment banking, or consulting is helpful Strong quantitative and Excel-based financial modeling skills Detail-oriented, organized, and comfortable managing recurring reporting processes Strong written and verbal communication skills Curious, proactive, and capable of working across investment and operational teams How Career Launch AI Supports Candidates Career Launch AI offers optional career development resources, including: Tools to support venture fund and VC operations job searches Resume guidance tailored to fund management and investment roles Practice materials covering fund structures, portfolio reporting, and performance analysis General support throughout the job-search and early-career development process These resources are for professional development only and do not guarantee job placement. Career Launch Assessment Link:
09/20/2026
Full time
Job Description Job Description Venture Fund Management Analyst Career Launch AI Talent Network Locations: San Francisco, Las Vegas, Chicago, New York Compensation: Typically $90,000 - $130,000 total compensation (varies by employer) Job Type: Full-Time About This Posting This listing represents a sample Venture Fund Management Analyst role commonly found at venture capital firms, emerging fund managers, and institutional investment platforms. Actual opportunities may differ by firm size, fund strategy, operational complexity, or location. This posting is provided for informational purposes only , helping candidates understand the typical responsibilities and qualifications associated with venture fund management-focused analyst roles. Career Launch AI provides career development resources and training. Participation does not guarantee employment or influence hiring decisions by any employer. Role Overview Venture Fund Management Analysts focus on the operational, financial, and strategic management of venture capital funds . The role sits at the intersection of investing, fund operations, and investor relations, supporting the full lifecycle of a venture fund-from fundraising and capital deployment to portfolio monitoring and reporting. Analysts work closely with partners, finance teams, and external service providers while supporting internal decision-making and limited partner (LP) communications. Key Responsibilities Support fund-level operations, including capital calls, distributions, and cash flow tracking Assist with portfolio valuation processes and performance monitoring Build and maintain fund and portfolio-level financial models Prepare internal dashboards, quarterly reports, and performance summaries Support fundraising efforts, including pitch materials and data room preparation Assist with LP communications, investor reporting, and ad hoc data requests Coordinate with fund administrators, auditors, and legal advisors Track venture fund metrics, benchmarks, and market trends Support investment committee materials with fund performance and portfolio insights Ideal Candidate Bachelor's degree in finance, economics, accounting, business, or another analytical discipline Strong interest in venture capital, fund economics, and investment operations Prior exposure to venture capital, private equity, fund accounting, investment banking, or consulting is helpful Strong quantitative and Excel-based financial modeling skills Detail-oriented, organized, and comfortable managing recurring reporting processes Strong written and verbal communication skills Curious, proactive, and capable of working across investment and operational teams How Career Launch AI Supports Candidates Career Launch AI offers optional career development resources, including: Tools to support venture fund and VC operations job searches Resume guidance tailored to fund management and investment roles Practice materials covering fund structures, portfolio reporting, and performance analysis General support throughout the job-search and early-career development process These resources are for professional development only and do not guarantee job placement. Career Launch Assessment Link:
Investment Reporting Analyst - PE
Career Launch AI New York, New York
Job Description Job Description Investment Reporting Analyst - Private Equity Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 - $185,000 total compensation (varies by employer) About This Role This Investment Reporting Analyst - Private Equity description represents the type of early-career investment reporting and analytics roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive private equity and alternative investment roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities across investment, reporting, and fund analytics functions. More information is available at careerlaunch.ai . About the Opportunity Private equity firms within the Career Launch AI network-particularly lower middle-market and growth-oriented managers-may seek an analytically strong Investment Reporting Analyst to support portfolio monitoring, valuation analysis, and investor reporting. Individuals in roles like this sit at the intersection of investment teams, fund operations, and investor relations, translating portfolio data into clear, accurate, and decision-ready reporting. The role offers strong exposure to private equity performance metrics, valuation methodologies, and portfolio-level insights. Day-to-Day ResponsibilitiesInvestment & Performance Reporting Prepare recurring investment and portfolio performance reports for internal and external stakeholders Track and analyze fund- and investment-level metrics, including IRR, MOIC, DPI, TVPI, and cash flows Maintain performance dashboards and reporting templates Portfolio Analytics & Monitoring Monitor portfolio company financial performance against budgets and investment cases Analyze KPIs, operating trends, and variance drivers across portfolio companies Support quarterly and annual portfolio reviews Valuation & Data Support Assist with quarterly valuation processes in coordination with investment teams and third-party valuation providers Support documentation and data preparation for audits and valuation reviews Maintain valuation models, assumptions, and historical performance data Investor & Management Materials Support preparation of investor reports, quarterly letters, and performance summaries Assist with ad hoc reporting requests from investor relations and senior leadership Ensure consistency, accuracy, and clarity across reporting outputs Process & Systems Support Maintain investment data across reporting systems and internal trackers Identify opportunities to improve reporting workflows, data accuracy, and automation Assist with documentation of reporting standards and best practices What Makes This Work Engaging Direct exposure to private equity fund and portfolio performance Involvement in valuation, reporting, and portfolio monitoring processes Close collaboration with investment professionals and investor relations teams Strong foundation for careers in private equity analytics, portfolio management, or fund reporting Ideal Candidate Profile This profile reflects competencies commonly sought for investment reporting roles within private equity firms. Education & Technical Skills Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field Strong Excel skills and comfort working with financial data and performance metrics Solid understanding of accounting principles and private equity performance concepts Familiarity with valuation methods and fund structures is a plus Experience (Formal or Informal) Prior internships or experience in private equity, asset management, fund reporting, transaction services, or consulting is beneficial Exposure to portfolio analytics, reporting, or valuation processes is a plus Soft Skills & Mindset Highly detail-oriented with strong analytical rigor Clear written and verbal communication skills Ability to manage recurring reporting cycles and deadlines Proactive, reliable, and comfortable working cross-functionally Curious and motivated to build expertise in private equity analytics and reporting How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and investment reporting roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, asset management, and alternative investments Recruiter & Hiring Manager Outreach Human-led outreach to relevant recruiters and decision-makers Support initiating conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support during the search process Interview & Role Preparation Assistance with private equity reporting, valuation, and analytics interviews Support with behavioral, technical, and case-based interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI - Powered by Initio Capital 8 The Green, Dover, Delaware 19901
09/20/2026
Full time
Job Description Job Description Investment Reporting Analyst - Private Equity Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 - $185,000 total compensation (varies by employer) About This Role This Investment Reporting Analyst - Private Equity description represents the type of early-career investment reporting and analytics roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive private equity and alternative investment roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities across investment, reporting, and fund analytics functions. More information is available at careerlaunch.ai . About the Opportunity Private equity firms within the Career Launch AI network-particularly lower middle-market and growth-oriented managers-may seek an analytically strong Investment Reporting Analyst to support portfolio monitoring, valuation analysis, and investor reporting. Individuals in roles like this sit at the intersection of investment teams, fund operations, and investor relations, translating portfolio data into clear, accurate, and decision-ready reporting. The role offers strong exposure to private equity performance metrics, valuation methodologies, and portfolio-level insights. Day-to-Day ResponsibilitiesInvestment & Performance Reporting Prepare recurring investment and portfolio performance reports for internal and external stakeholders Track and analyze fund- and investment-level metrics, including IRR, MOIC, DPI, TVPI, and cash flows Maintain performance dashboards and reporting templates Portfolio Analytics & Monitoring Monitor portfolio company financial performance against budgets and investment cases Analyze KPIs, operating trends, and variance drivers across portfolio companies Support quarterly and annual portfolio reviews Valuation & Data Support Assist with quarterly valuation processes in coordination with investment teams and third-party valuation providers Support documentation and data preparation for audits and valuation reviews Maintain valuation models, assumptions, and historical performance data Investor & Management Materials Support preparation of investor reports, quarterly letters, and performance summaries Assist with ad hoc reporting requests from investor relations and senior leadership Ensure consistency, accuracy, and clarity across reporting outputs Process & Systems Support Maintain investment data across reporting systems and internal trackers Identify opportunities to improve reporting workflows, data accuracy, and automation Assist with documentation of reporting standards and best practices What Makes This Work Engaging Direct exposure to private equity fund and portfolio performance Involvement in valuation, reporting, and portfolio monitoring processes Close collaboration with investment professionals and investor relations teams Strong foundation for careers in private equity analytics, portfolio management, or fund reporting Ideal Candidate Profile This profile reflects competencies commonly sought for investment reporting roles within private equity firms. Education & Technical Skills Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field Strong Excel skills and comfort working with financial data and performance metrics Solid understanding of accounting principles and private equity performance concepts Familiarity with valuation methods and fund structures is a plus Experience (Formal or Informal) Prior internships or experience in private equity, asset management, fund reporting, transaction services, or consulting is beneficial Exposure to portfolio analytics, reporting, or valuation processes is a plus Soft Skills & Mindset Highly detail-oriented with strong analytical rigor Clear written and verbal communication skills Ability to manage recurring reporting cycles and deadlines Proactive, reliable, and comfortable working cross-functionally Curious and motivated to build expertise in private equity analytics and reporting How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and investment reporting roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, asset management, and alternative investments Recruiter & Hiring Manager Outreach Human-led outreach to relevant recruiters and decision-makers Support initiating conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support during the search process Interview & Role Preparation Assistance with private equity reporting, valuation, and analytics interviews Support with behavioral, technical, and case-based interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI - Powered by Initio Capital 8 The Green, Dover, Delaware 19901
Investment Analytics Analyst
Career Launch AI New York, New York
Job Description Job Description Investment Analytics Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services / Investment Analytics Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Investment Analytics Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career investment analytics role accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A leading investment firm or middle-market bank may seek an Investment Analytics Analyst to support portfolio analysis, quantitative modeling, performance reporting, and data-driven decision-making. These roles are ideal for candidates with strong analytical skills, attention to detail, and a passion for interpreting financial and market data to inform strategic investment decisions. Key Responsibilities Build and maintain quantitative and financial models to support investment decisions (portfolio analytics, risk assessment, performance attribution) Conduct data analysis, benchmarking, and industry research to support investment strategies Prepare dashboards, reports, and presentations for internal teams and client-facing deliverables Assist in the development of predictive models and investment algorithms Monitor market trends, portfolio performance, and key performance indicators (KPIs) Collaborate with portfolio managers, analysts, and other stakeholders to streamline workflows and data management Support due diligence efforts with data collection, cleaning, and analysis Desired Qualifications Bachelor's degree in Finance, Economics, Mathematics, Statistics, Data Science, or a related discipline Strong analytical, quantitative, and problem-solving skills Proficiency in Excel, SQL, Python, R, or other data analytics tools Experience with financial data platforms (Bloomberg, FactSet, Capital IQ, etc.) is preferred Excellent communication skills, both written and verbal Ability to manage multiple projects and meet tight deadlines in a fast-paced environment Prior internship or full-time experience in investment analytics, banking, consulting, asset management, or similar fields is beneficial High attention to detail and strong organizational skills Why This Posting Matters This Investment Analytics Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to over 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance & Investment Analytics Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement
09/20/2026
Full time
Job Description Job Description Investment Analytics Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services / Investment Analytics Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Investment Analytics Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career investment analytics role accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A leading investment firm or middle-market bank may seek an Investment Analytics Analyst to support portfolio analysis, quantitative modeling, performance reporting, and data-driven decision-making. These roles are ideal for candidates with strong analytical skills, attention to detail, and a passion for interpreting financial and market data to inform strategic investment decisions. Key Responsibilities Build and maintain quantitative and financial models to support investment decisions (portfolio analytics, risk assessment, performance attribution) Conduct data analysis, benchmarking, and industry research to support investment strategies Prepare dashboards, reports, and presentations for internal teams and client-facing deliverables Assist in the development of predictive models and investment algorithms Monitor market trends, portfolio performance, and key performance indicators (KPIs) Collaborate with portfolio managers, analysts, and other stakeholders to streamline workflows and data management Support due diligence efforts with data collection, cleaning, and analysis Desired Qualifications Bachelor's degree in Finance, Economics, Mathematics, Statistics, Data Science, or a related discipline Strong analytical, quantitative, and problem-solving skills Proficiency in Excel, SQL, Python, R, or other data analytics tools Experience with financial data platforms (Bloomberg, FactSet, Capital IQ, etc.) is preferred Excellent communication skills, both written and verbal Ability to manage multiple projects and meet tight deadlines in a fast-paced environment Prior internship or full-time experience in investment analytics, banking, consulting, asset management, or similar fields is beneficial High attention to detail and strong organizational skills Why This Posting Matters This Investment Analytics Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to over 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance & Investment Analytics Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement
Tech Lead
Eliassen Group Charlotte, North Carolina
Job Description Job Description Description: Hybrid Raleigh, NC or Charlotte, NC Our client seeks a Tech Lead to deliver upgraded capabilities within a PeopleSoft and PeopleTools upgrade. The role requires substantial experience with PeopleSoft Financials modules such as AP, AR, Billing, and GL, and integration with other enterprise systems. The Tech Lead will collaborate with operations and support teams, lead complex troubleshooting, and guide design, development, and implementation activities across platforms and methodologies. Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Rate: $65.00 to $75.00/hr. w2 Responsibilities: Lead delivery of upgraded capabilities within PeopleSoft and PeopleTools, with focus on PeopleSoft Financials and system integrations. Solve complex problems, manage assignments, and provide leadership with minimal supervision. Lead troubleshooting of complex issues and drive implementation of fixes across systems and applications. Communicate downtimes, change management updates, status, issues, and defects to users and IT leadership. Present complex technical information in an understandable manner in both oral and written form. Work with vendors to implement projects and support applications, including break-fix, maintenance, user support, and small projects. Utilize waterfall and agile methodologies to develop and maintain applications. Serve as SME and Technical Lead, guiding design, development, testing, and implementation. Coordinate maintenance for emergency patches, service packs, and software upgrades in partnership with operations and DBAs. Apply Human Performance tools during testing and implementation activities. Provide recommendations and assist in decision making at a portfolio level. Research and analyze new technology and design solutions based on defined requirements. Program and direct other programmers across languages, SQL, reporting, and ETL. Assist with testing and code migrations through test regions, ensuring adherence to design, coding, and source control standards. Lead system design and code walkthroughs as presenter or reviewer. Process Change Requests and QA documentation for implementations and support changes. Recommend process enhancements and standards for assigned areas. Coach and mentor IT Application Analysts and lead corporate and division initiatives. Assist management with strategic and tactical planning and manage day-to-day team assignments. Support occasional after-hours work, particularly during the first six days of the month and as ticket volumes require. Experience Requirements: 10+ years as an IT Application Analyst or equivalent with PeopleSoft, including PeopleTools FCM upgrade experience. Substantial experience with PeopleSoft Financials modules (AP, AR, Billing, GL) and integrations with other enterprise systems. Ten years of coding, troubleshooting, problem-solving, logical design, SQL coding, business requirements analysis, vendor management, root cause analysis, and adherence to enterprise standards and processes. Experience working with operations and support teams. Finance tools background preferred. PeopleTools experience preferred. Batch scheduling and after-hours support experience considered. MSP experience is a plus. Expert technical issue resolution and experience with schema and database design preferred. Previous management and technical lead experience preferred. Demonstrated leadership of others and of an application portfolio. Education Requirements: Bachelor's degree in computer science or a related discipline. In lieu of a degree, 15+ years of related business experience. Recruitment Transparency Notice Eliassen Group values transparency in our recruitment practices. Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its initial application screening and hiring process. You may receive email and SMS notifications from the Eliassen Virtual Recruiting Team ( , ) inviting you to complete a brief voice screening as part of your application process. These tools assist our hiring teams in different ways, including but not limited to, assistance in reviewing application materials to help identify candidates whose qualifications most closely match the requirements of the position. All AI-assisted evaluations and responses are reviewed by human recruiters before any hiring decisions are made. The use of AI in our process is intended to support fairness, efficiency, and consistency, and Eliassen Group takes measures to prevent bias or discrimination in connection with its hiring practices. By proceeding, you acknowledge, agree, and consent to Eliassen Group's use of these tools, including AI tools, as part of the application and hiring process. Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.If anyone reaches out to you about an open position connected with Eliassen Group, please ensure that you are working directly with us by confirming the following: When you work with Eliassen Group, all email communication will come from an address, never Gmail, Yahoo, etc. Eliassen Group will never ask you for personal information (home address, bank account, or check routing number) until you have worked with someone clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact . About Eliassen Group: Eliassen Group is a strategic consulting firm that helps organizations reach further and achieve more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep domain expertise, and intelligent capabilities to expand our clients' capacity and accelerate meaningful outcomes. We are driven by a purpose to positively impact the lives of our employees, clients, consultants, and the communities we serve. Eliassen is committed to building a diverse and inclusive team from a variety of backgrounds, perspectives, and skills. We are an Equal Opportunity and Affirmative Action Employer and all employment decisions are based on merit, performance, and business needs. Eliassen does not discriminate on the basis of race, color, gender identity or expression, sexual preference or orientation, sex (including pregnancy, childbirth, and related medical conditions), marital status, creed, religion, physical or mental disability, genetic information, military or veteran status, age, ancestry, national origin, citizenship status, prohibited criminal record inquiries of applicants and employees, or any other category protected by federal, state, or local laws. Don't miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!
09/20/2026
Full time
Job Description Job Description Description: Hybrid Raleigh, NC or Charlotte, NC Our client seeks a Tech Lead to deliver upgraded capabilities within a PeopleSoft and PeopleTools upgrade. The role requires substantial experience with PeopleSoft Financials modules such as AP, AR, Billing, and GL, and integration with other enterprise systems. The Tech Lead will collaborate with operations and support teams, lead complex troubleshooting, and guide design, development, and implementation activities across platforms and methodologies. Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Rate: $65.00 to $75.00/hr. w2 Responsibilities: Lead delivery of upgraded capabilities within PeopleSoft and PeopleTools, with focus on PeopleSoft Financials and system integrations. Solve complex problems, manage assignments, and provide leadership with minimal supervision. Lead troubleshooting of complex issues and drive implementation of fixes across systems and applications. Communicate downtimes, change management updates, status, issues, and defects to users and IT leadership. Present complex technical information in an understandable manner in both oral and written form. Work with vendors to implement projects and support applications, including break-fix, maintenance, user support, and small projects. Utilize waterfall and agile methodologies to develop and maintain applications. Serve as SME and Technical Lead, guiding design, development, testing, and implementation. Coordinate maintenance for emergency patches, service packs, and software upgrades in partnership with operations and DBAs. Apply Human Performance tools during testing and implementation activities. Provide recommendations and assist in decision making at a portfolio level. Research and analyze new technology and design solutions based on defined requirements. Program and direct other programmers across languages, SQL, reporting, and ETL. Assist with testing and code migrations through test regions, ensuring adherence to design, coding, and source control standards. Lead system design and code walkthroughs as presenter or reviewer. Process Change Requests and QA documentation for implementations and support changes. Recommend process enhancements and standards for assigned areas. Coach and mentor IT Application Analysts and lead corporate and division initiatives. Assist management with strategic and tactical planning and manage day-to-day team assignments. Support occasional after-hours work, particularly during the first six days of the month and as ticket volumes require. Experience Requirements: 10+ years as an IT Application Analyst or equivalent with PeopleSoft, including PeopleTools FCM upgrade experience. Substantial experience with PeopleSoft Financials modules (AP, AR, Billing, GL) and integrations with other enterprise systems. Ten years of coding, troubleshooting, problem-solving, logical design, SQL coding, business requirements analysis, vendor management, root cause analysis, and adherence to enterprise standards and processes. Experience working with operations and support teams. Finance tools background preferred. PeopleTools experience preferred. Batch scheduling and after-hours support experience considered. MSP experience is a plus. Expert technical issue resolution and experience with schema and database design preferred. Previous management and technical lead experience preferred. Demonstrated leadership of others and of an application portfolio. Education Requirements: Bachelor's degree in computer science or a related discipline. In lieu of a degree, 15+ years of related business experience. Recruitment Transparency Notice Eliassen Group values transparency in our recruitment practices. Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its initial application screening and hiring process. You may receive email and SMS notifications from the Eliassen Virtual Recruiting Team ( , ) inviting you to complete a brief voice screening as part of your application process. These tools assist our hiring teams in different ways, including but not limited to, assistance in reviewing application materials to help identify candidates whose qualifications most closely match the requirements of the position. All AI-assisted evaluations and responses are reviewed by human recruiters before any hiring decisions are made. The use of AI in our process is intended to support fairness, efficiency, and consistency, and Eliassen Group takes measures to prevent bias or discrimination in connection with its hiring practices. By proceeding, you acknowledge, agree, and consent to Eliassen Group's use of these tools, including AI tools, as part of the application and hiring process. Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.If anyone reaches out to you about an open position connected with Eliassen Group, please ensure that you are working directly with us by confirming the following: When you work with Eliassen Group, all email communication will come from an address, never Gmail, Yahoo, etc. Eliassen Group will never ask you for personal information (home address, bank account, or check routing number) until you have worked with someone clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact . About Eliassen Group: Eliassen Group is a strategic consulting firm that helps organizations reach further and achieve more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep domain expertise, and intelligent capabilities to expand our clients' capacity and accelerate meaningful outcomes. We are driven by a purpose to positively impact the lives of our employees, clients, consultants, and the communities we serve. Eliassen is committed to building a diverse and inclusive team from a variety of backgrounds, perspectives, and skills. We are an Equal Opportunity and Affirmative Action Employer and all employment decisions are based on merit, performance, and business needs. Eliassen does not discriminate on the basis of race, color, gender identity or expression, sexual preference or orientation, sex (including pregnancy, childbirth, and related medical conditions), marital status, creed, religion, physical or mental disability, genetic information, military or veteran status, age, ancestry, national origin, citizenship status, prohibited criminal record inquiries of applicants and employees, or any other category protected by federal, state, or local laws. Don't miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!
EverQuote
Senior Analyst, SEM
EverQuote Cambridge, Massachusetts
Job Description Job Description Senior Analyst, Search Engine Marketing (SEM) Cambridge, MA / Hybrid (in-office Tue-Thu) About us: EverQuote is a leading AI-powered growth solutions partner for regulated property and casualty insurance entities, enabling the largest insurance carriers and thousands of agents to maximize customer acquisition across digital channels. Fueled by our proprietary data assets and our AI traffic engine, EverQuote is transforming the way providers attract and engage consumers to grow market share. Joining our team puts you at the forefront of this transformation. You will collaborate with a group of builders to solve complex problems and reshape a massive industry. If you want to drive real-world impact and do the best work of your career, you've found your home. We move fast, follow the data, and hold ourselves to high standards. If that's how you work too, this is the role for you. About the role: As a senior analyst on the SEM Analytics team, you will own performance for a portfolio of campaigns across Google Ads, Microsoft Advertising, and other channels. You will be responsible for daily performance of those channels, as well as identifying and implementing opportunities for improvement. You will report to the SEM Analytics Lead, and will work closely with our Marketing and Engineering teams. This is a hands-on, high-ownership role responsible for scaling high-value traffic channels. What you'll do: Own campaign management for a segment of the SEM portfolio, including but not limited to bid, budget, campaign structure, and strategy decisions. Become familiar with end-to-end performance from ad impression to revenue generation, and use that understanding to improve performance. Investigate the underlying drivers behind performance changes, and communicate your findings to stakeholders across the company. Turn analysis into concrete recommendations that improve margin and profit. Identify opportunities for improvement, design test plans and measurement frameworks, manage testing processes, and implement winning strategies. Partner with stakeholders across Marketing, Product, and Analytics to support company initiatives and launches. Identify areas where recurring work can be automated, create prototypes and automations in Claude, and partner with Product and Engineering to create sophisticated automated campaign management systems. Build dashboards and tooling for the team, documenting your work so it is usable by others. What you bring to the team: 2-3 years of experience in analytics, with a focus on growth or marketing analytics. Proficient in SQL; comfortable querying and shaping large datasets directly (Snowflake a plus). Strong track record of end-to-end analysis: framing an ambiguous problem, doing the work, and landing a recommendation that drove a decision. Strong analytical investigation skills; comfortable interrogating performance data to identify root causes. Clear written and verbal communication with technical and non-technical audiences. Nice to have: Direct experience managing paid search campaigns in Google Ads (Microsoft Advertising a plus). Comfortable using AI tools to accelerate operations and analysis. The base salary actually offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location. The base salary for this full-time hybrid role is $90,000- $115,000. In addition to base salary, our total compensation package may include participation in variable cash bonus programs, equity, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility which are designated by role. Your recruiter can provide more details about additional compensation components, such as OTE structure, bonus targets, or equity, during the hiring process. This role is not eligible for immigration sponsorship, now or in the future. Candidates must have current, unrestricted work authorization in the United States. As part of our hiring process, EverQuote may use artificial intelligence-enabled tools to support recruitment activities such as resume screening, interview scheduling, or summarizing interview notes. These tools assist, but do not replace, our talent team; all hiring decisions are made by humans. If you would like more information about how AI is used in our process, or would like to request an accommodation or an alternative process, please contact your recruiter. EverQuote is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, age, disability, genetic information, pregnancy or a pregnancy-related condition, veteran or military status, or any other protected characteristic. Reasonable accommodations are available for applicants with disabilities and for sincerely held religious beliefs or practices, upon request. A note on recruitment security: EverQuote will never ask candidates for personal or financial information (such as a Social Security number, bank account details, or payment of any kind) during recruitment or onboarding. All legitimate interview correspondence and offers will come only from an email address. If you receive a suspicious message claiming to be from EverQuote, please do not respond, and report it to . For more information, visit and follow on LinkedIn.
09/20/2026
Full time
Job Description Job Description Senior Analyst, Search Engine Marketing (SEM) Cambridge, MA / Hybrid (in-office Tue-Thu) About us: EverQuote is a leading AI-powered growth solutions partner for regulated property and casualty insurance entities, enabling the largest insurance carriers and thousands of agents to maximize customer acquisition across digital channels. Fueled by our proprietary data assets and our AI traffic engine, EverQuote is transforming the way providers attract and engage consumers to grow market share. Joining our team puts you at the forefront of this transformation. You will collaborate with a group of builders to solve complex problems and reshape a massive industry. If you want to drive real-world impact and do the best work of your career, you've found your home. We move fast, follow the data, and hold ourselves to high standards. If that's how you work too, this is the role for you. About the role: As a senior analyst on the SEM Analytics team, you will own performance for a portfolio of campaigns across Google Ads, Microsoft Advertising, and other channels. You will be responsible for daily performance of those channels, as well as identifying and implementing opportunities for improvement. You will report to the SEM Analytics Lead, and will work closely with our Marketing and Engineering teams. This is a hands-on, high-ownership role responsible for scaling high-value traffic channels. What you'll do: Own campaign management for a segment of the SEM portfolio, including but not limited to bid, budget, campaign structure, and strategy decisions. Become familiar with end-to-end performance from ad impression to revenue generation, and use that understanding to improve performance. Investigate the underlying drivers behind performance changes, and communicate your findings to stakeholders across the company. Turn analysis into concrete recommendations that improve margin and profit. Identify opportunities for improvement, design test plans and measurement frameworks, manage testing processes, and implement winning strategies. Partner with stakeholders across Marketing, Product, and Analytics to support company initiatives and launches. Identify areas where recurring work can be automated, create prototypes and automations in Claude, and partner with Product and Engineering to create sophisticated automated campaign management systems. Build dashboards and tooling for the team, documenting your work so it is usable by others. What you bring to the team: 2-3 years of experience in analytics, with a focus on growth or marketing analytics. Proficient in SQL; comfortable querying and shaping large datasets directly (Snowflake a plus). Strong track record of end-to-end analysis: framing an ambiguous problem, doing the work, and landing a recommendation that drove a decision. Strong analytical investigation skills; comfortable interrogating performance data to identify root causes. Clear written and verbal communication with technical and non-technical audiences. Nice to have: Direct experience managing paid search campaigns in Google Ads (Microsoft Advertising a plus). Comfortable using AI tools to accelerate operations and analysis. The base salary actually offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location. The base salary for this full-time hybrid role is $90,000- $115,000. In addition to base salary, our total compensation package may include participation in variable cash bonus programs, equity, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility which are designated by role. Your recruiter can provide more details about additional compensation components, such as OTE structure, bonus targets, or equity, during the hiring process. This role is not eligible for immigration sponsorship, now or in the future. Candidates must have current, unrestricted work authorization in the United States. As part of our hiring process, EverQuote may use artificial intelligence-enabled tools to support recruitment activities such as resume screening, interview scheduling, or summarizing interview notes. These tools assist, but do not replace, our talent team; all hiring decisions are made by humans. If you would like more information about how AI is used in our process, or would like to request an accommodation or an alternative process, please contact your recruiter. EverQuote is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, age, disability, genetic information, pregnancy or a pregnancy-related condition, veteran or military status, or any other protected characteristic. Reasonable accommodations are available for applicants with disabilities and for sincerely held religious beliefs or practices, upon request. A note on recruitment security: EverQuote will never ask candidates for personal or financial information (such as a Social Security number, bank account details, or payment of any kind) during recruitment or onboarding. All legitimate interview correspondence and offers will come only from an email address. If you receive a suspicious message claiming to be from EverQuote, please do not respond, and report it to . For more information, visit and follow on LinkedIn.
Credit Data Analyst
Texas Heritage National Bank Dallas, Texas
Job Description Job Description Description: The Credit Data Analyst role is critical in helping the organization assess risk, set credit limits, and ensure compliance with lending protocols. The Credit Data Analyst is responsible for analyzing characteristics of the Bank's loan portfolio and assists the Chief Credit Officer (CCO) in monitoring the health of the loan portfolio. The Analyst will also assist the CCO in calculating the bank's Allowance for Credit Losses monthly, and prepare the documentation used in making the calculation. Additionally, the Analyst will be responsible for preparing all the Credit department Board reports for the monthly Board of Directors meetings. This role involves analyzing the portfolio through Microsoft Excel pivot tables, V-Lookup, and other data analytic tools. Key Responsibilities: Data Analysis: Perform ratio analysis and other quantitative assessments to evaluate portfolio health and underlying trends within the portfolio Assist the CCO in analyzing concentrations and prepare written analysis on concentrations within the portfolio Risk Modeling: Develop and maintain financial models and spreadsheets to support risk assessment Reporting: Prepare detailed reports summarizing findings and recommendations for loan portfolio Responsible for preparing monthly Board reports in a timely manner, under tight timeframes Compliance & Audits: Ensure compliance with bank policies, procedures, and regulatory requirements Assist in audits and policy reviews Maintain accurate and up-to-date files and records Prepare regular reports on credit portfolio performance and risk exposure. Collaboration: Work with senior management, risk managers, and legal teams to make informed analysis and decisions. Market Monitoring: Stay updated on economic trends and credit market conditions to inform risk assessments. Protect the bank from unnecessary risk by adhering to bank procedures and confidentiality guidelines. Adhere to internal controls, operational procedures, and risk management policies, including security protocols for robbery, fraud, opening/closing processes, cash controls, and teller procedures. Ensure compliance with all bank policies and procedures, as well as applicable state and federal banking regulations. Perform other duties and responsibilities as assigned Requirements: Education: Bachelor's degree in finance, accounting, economics, or a related field. Advanced degree or professional certification (e.g., CFA) preferred Experience: Minimum of 3-5 years of experience in credit analysis or a related field Experience in the banking or financial services industry preferred Skills: Analytical Skills: Strong quantitative and qualitative analysis abilities; experience with financial ratios and risk assessment Proficient in advanced analytics using programs such as Microsoft Excel, Power BI, SQL and/or Tableau Proficient in financial software and Microsoft Office Suite Strong communication and interpersonal skills Soft Skills: Attention to detail, problem-solving, communication, and teamwork
09/19/2026
Full time
Job Description Job Description Description: The Credit Data Analyst role is critical in helping the organization assess risk, set credit limits, and ensure compliance with lending protocols. The Credit Data Analyst is responsible for analyzing characteristics of the Bank's loan portfolio and assists the Chief Credit Officer (CCO) in monitoring the health of the loan portfolio. The Analyst will also assist the CCO in calculating the bank's Allowance for Credit Losses monthly, and prepare the documentation used in making the calculation. Additionally, the Analyst will be responsible for preparing all the Credit department Board reports for the monthly Board of Directors meetings. This role involves analyzing the portfolio through Microsoft Excel pivot tables, V-Lookup, and other data analytic tools. Key Responsibilities: Data Analysis: Perform ratio analysis and other quantitative assessments to evaluate portfolio health and underlying trends within the portfolio Assist the CCO in analyzing concentrations and prepare written analysis on concentrations within the portfolio Risk Modeling: Develop and maintain financial models and spreadsheets to support risk assessment Reporting: Prepare detailed reports summarizing findings and recommendations for loan portfolio Responsible for preparing monthly Board reports in a timely manner, under tight timeframes Compliance & Audits: Ensure compliance with bank policies, procedures, and regulatory requirements Assist in audits and policy reviews Maintain accurate and up-to-date files and records Prepare regular reports on credit portfolio performance and risk exposure. Collaboration: Work with senior management, risk managers, and legal teams to make informed analysis and decisions. Market Monitoring: Stay updated on economic trends and credit market conditions to inform risk assessments. Protect the bank from unnecessary risk by adhering to bank procedures and confidentiality guidelines. Adhere to internal controls, operational procedures, and risk management policies, including security protocols for robbery, fraud, opening/closing processes, cash controls, and teller procedures. Ensure compliance with all bank policies and procedures, as well as applicable state and federal banking regulations. Perform other duties and responsibilities as assigned Requirements: Education: Bachelor's degree in finance, accounting, economics, or a related field. Advanced degree or professional certification (e.g., CFA) preferred Experience: Minimum of 3-5 years of experience in credit analysis or a related field Experience in the banking or financial services industry preferred Skills: Analytical Skills: Strong quantitative and qualitative analysis abilities; experience with financial ratios and risk assessment Proficient in advanced analytics using programs such as Microsoft Excel, Power BI, SQL and/or Tableau Proficient in financial software and Microsoft Office Suite Strong communication and interpersonal skills Soft Skills: Attention to detail, problem-solving, communication, and teamwork
Test Management Coordinator
Sonora Quest Laboratories Glendale, Arizona
Sonora Quest Laboratories is seeking a Test Management Coordinator to oversee software testing activities across our technology solutions portfolio. In this role, you will plan, schedule, and coordinate test efforts, ensuring high-quality, reliable releases for our global clients. You will build and maintain test plans and cases, track defects, and provide clear reporting to stakeholders. Working in a collaborative, innovation-focused culture, you'll partner closely with developers and product teams while gaining exposure to complex, cutting-edge projects and ongoing professional development opportunities. Responsibilities Coordinate end-to-end test planning, scheduling, and execution for software releases Develop and maintain test plans, test cases, and traceability matrices Collaborate with developers, analysts, and stakeholders to define test scope and acceptance criteria Track, document, and report defects; support root cause analysis and remediation Monitor test progress and quality metrics; prepare test status and summary reports Ensure compliance with QA standards, policies, and regulatory requirements Support regression, integration, and user acceptance testing cycles Manage test environments, test data, and access coordination Identify process improvement opportunities in testing and quality management Support onboarding and guidance of team members on test tools and processes Required Skills Test planning and coordination Software testing methodologies Test case design and management Defect tracking and management Test management tools (e.g., Jira, Zephyr, Test Rail) Regression and integration testing User acceptance testing (UAT) support Requirements analysis and traceability Quality metrics and reporting Basic SQL and data validation
09/19/2026
Full time
Sonora Quest Laboratories is seeking a Test Management Coordinator to oversee software testing activities across our technology solutions portfolio. In this role, you will plan, schedule, and coordinate test efforts, ensuring high-quality, reliable releases for our global clients. You will build and maintain test plans and cases, track defects, and provide clear reporting to stakeholders. Working in a collaborative, innovation-focused culture, you'll partner closely with developers and product teams while gaining exposure to complex, cutting-edge projects and ongoing professional development opportunities. Responsibilities Coordinate end-to-end test planning, scheduling, and execution for software releases Develop and maintain test plans, test cases, and traceability matrices Collaborate with developers, analysts, and stakeholders to define test scope and acceptance criteria Track, document, and report defects; support root cause analysis and remediation Monitor test progress and quality metrics; prepare test status and summary reports Ensure compliance with QA standards, policies, and regulatory requirements Support regression, integration, and user acceptance testing cycles Manage test environments, test data, and access coordination Identify process improvement opportunities in testing and quality management Support onboarding and guidance of team members on test tools and processes Required Skills Test planning and coordination Software testing methodologies Test case design and management Defect tracking and management Test management tools (e.g., Jira, Zephyr, Test Rail) Regression and integration testing User acceptance testing (UAT) support Requirements analysis and traceability Quality metrics and reporting Basic SQL and data validation
Sr. Analyst -portfolio management
Blake Smith Staffing, LLC New York, New York
Responsibilities The Senior Analyst will be a key member of the Portfolio Management team, supporting the management and execution of investment strategy across a diversified fund. The role provides broad exposure to portfolio management, acquisitions, asset management, financing, dispositions, valuations, and client reporting. Primary responsibilities include: Support portfolio-level analysis, forecasting, and strategic decision-making, including portfolio construction, investment pacing, liquidity, concentration, and risk analysis. Evaluate prospective investments to determine alignment with portfolio objectives, including return requirements, market and sector exposure, tenant and lease rollover, concentration, and overall portfolio fit. Prepare and review portfolio-level financial analyses, performance reports, client materials, and internal management reporting. Assist with the analysis of new investments to ensure that the opportunity meets the goals and objectives of the portfolio, including market reviews, analyzing rollover exposure, confirming return thresholds and assessing concentration risks. Monitor property and portfolio performance relative to budgets, business plans, underwriting, and investment objectives; identify key trends, risks, and opportunities. Maintain and enhance portfolio models, forecasts, cash flow projections, and other analytical tools used to support portfolio management decisions. Coordinate with Asset Management and third-party appraisers in connection with property valuations, operating budgets, business plans, and quarterly portfolio reviews. Support financing, refinancing, disposition, and other capital markets transactions. Maintain historical portfolio and peer data, and prepare recurring competitive set updates benchmarking performance, strategy, investment activity, and positioning relative to peers. Partner with colleagues across Portfolio Management, Acquisitions, Asset Management, Research, Finance, and Client Capital Management In portfolio initiatives and special projects. Qualifications Bachelors degree required; degree in finance, economics, real estate, business, or a related discipline preferred. 13 years of relevant experience in commercial real estate, investment management, investment banking, financial services, or a related field. Strong financial modeling and analytical skills, with advanced proficiency in Microsoft Excel. Experience with ARGUS Enterprise preferred. Excellent written and verbal communication skills, with the ability to synthesize complex analysis into clear conclusions. Strong attention to detail and organizational skills, with the ability to manage multiple priorities and deadlines. Ability to work both independently and collaboratively across multidisciplinary teams. Candidate should be proactive and self-motivated. Strong work ethic, integrity and commitment to meet deadlines are essential candidate attributes.
09/19/2026
Responsibilities The Senior Analyst will be a key member of the Portfolio Management team, supporting the management and execution of investment strategy across a diversified fund. The role provides broad exposure to portfolio management, acquisitions, asset management, financing, dispositions, valuations, and client reporting. Primary responsibilities include: Support portfolio-level analysis, forecasting, and strategic decision-making, including portfolio construction, investment pacing, liquidity, concentration, and risk analysis. Evaluate prospective investments to determine alignment with portfolio objectives, including return requirements, market and sector exposure, tenant and lease rollover, concentration, and overall portfolio fit. Prepare and review portfolio-level financial analyses, performance reports, client materials, and internal management reporting. Assist with the analysis of new investments to ensure that the opportunity meets the goals and objectives of the portfolio, including market reviews, analyzing rollover exposure, confirming return thresholds and assessing concentration risks. Monitor property and portfolio performance relative to budgets, business plans, underwriting, and investment objectives; identify key trends, risks, and opportunities. Maintain and enhance portfolio models, forecasts, cash flow projections, and other analytical tools used to support portfolio management decisions. Coordinate with Asset Management and third-party appraisers in connection with property valuations, operating budgets, business plans, and quarterly portfolio reviews. Support financing, refinancing, disposition, and other capital markets transactions. Maintain historical portfolio and peer data, and prepare recurring competitive set updates benchmarking performance, strategy, investment activity, and positioning relative to peers. Partner with colleagues across Portfolio Management, Acquisitions, Asset Management, Research, Finance, and Client Capital Management In portfolio initiatives and special projects. Qualifications Bachelors degree required; degree in finance, economics, real estate, business, or a related discipline preferred. 13 years of relevant experience in commercial real estate, investment management, investment banking, financial services, or a related field. Strong financial modeling and analytical skills, with advanced proficiency in Microsoft Excel. Experience with ARGUS Enterprise preferred. Excellent written and verbal communication skills, with the ability to synthesize complex analysis into clear conclusions. Strong attention to detail and organizational skills, with the ability to manage multiple priorities and deadlines. Ability to work both independently and collaboratively across multidisciplinary teams. Candidate should be proactive and self-motivated. Strong work ethic, integrity and commitment to meet deadlines are essential candidate attributes.
Quant Analyst & Derivatives Trader
Blake Smith Staffing, LLC Hartford, Connecticut
Derivatives Analyst & Trader (Hybrid) Overview Our client, a well-established institutional investor and insurance-related asset management organization, is seeking a Derivatives Analyst & Trader to join its front-office investment team. This role offers a unique blend of derivatives trading, quantitative analysis, risk management, and technology development. The ideal candidate will be a hands-on professional with experience trading derivatives, building analytic tools, and automating processes within a fast-paced investment environment. Key Responsibilities Derivatives Trading & Execution Execute derivatives transactions across multiple asset classes, including: Equities Interest Rates Credit Commodities Foreign Exchange Trade both exchange-listed and OTC derivative instruments. Manage all aspects of the trade lifecycle, including: Trade execution Confirmation review Trade booking Reconciliation Settlement support Collateral management Quantitative Analysis & Risk Management Analyze derivative portfolios and underlying liabilities to support hedging and investment objectives. Perform: P&L analysis and attribution Scenario analysis Risk reporting Hedge effectiveness reviews Transaction cost analysis Partner with investment, risk, and operations teams to support portfolio management initiatives. Technology & Process Development Develop and maintain trading tools, analytics platforms, and automated reporting solutions. Create scalable infrastructure supporting trading and risk management activities. Write and maintain: Python applications SQL queries VBA automation tools Support data integration, reporting, and workflow automation initiatives. Reporting & Business Intelligence Build and enhance reporting capabilities using Power BI and related technologies. Develop processes supporting: Portfolio reporting Risk analytics Market data management Trade data retrieval Performance measurement Qualifications Required Bachelor's degree in Computer Science, Mathematics, Engineering, Finance, or a related quantitative discipline. 5+ years of experience in one or more of the following: Derivatives trading and hedging Quantitative analytics Front-office technology development Risk management systems development Strong understanding of: Options Futures Swaps Derivatives valuation methodologies Hedging strategies Risk-neutral pricing concepts Advanced programming skills in: Python SQL Excel/VBA Experience developing production-facing tools and automated processes. Ability to thrive in a fast-paced, deadline-driven environment. Preferred Experience supporting insurance-related hedging programs. Knowledge of: Equity index options Structured insurance products Collateral and margin management Quantitative risk systems Numerix or similar derivatives analytics platforms Experience with Power BI and data visualization solutions. Compensation Base Salary: $132,000 - $179,000, plus 50% bonus Annual Bonus Eligibility Comprehensive Benefits Package 401(k) with Company Match Flexible PTO Program Hybrid Work Environment (2 days in office) Ideal Backgrounds Derivatives Trader Quantitative Analyst Quant Developer Hedge Analyst Risk Analyst Insurance Hedging Specialist Portfolio Analytics Professional
09/19/2026
Derivatives Analyst & Trader (Hybrid) Overview Our client, a well-established institutional investor and insurance-related asset management organization, is seeking a Derivatives Analyst & Trader to join its front-office investment team. This role offers a unique blend of derivatives trading, quantitative analysis, risk management, and technology development. The ideal candidate will be a hands-on professional with experience trading derivatives, building analytic tools, and automating processes within a fast-paced investment environment. Key Responsibilities Derivatives Trading & Execution Execute derivatives transactions across multiple asset classes, including: Equities Interest Rates Credit Commodities Foreign Exchange Trade both exchange-listed and OTC derivative instruments. Manage all aspects of the trade lifecycle, including: Trade execution Confirmation review Trade booking Reconciliation Settlement support Collateral management Quantitative Analysis & Risk Management Analyze derivative portfolios and underlying liabilities to support hedging and investment objectives. Perform: P&L analysis and attribution Scenario analysis Risk reporting Hedge effectiveness reviews Transaction cost analysis Partner with investment, risk, and operations teams to support portfolio management initiatives. Technology & Process Development Develop and maintain trading tools, analytics platforms, and automated reporting solutions. Create scalable infrastructure supporting trading and risk management activities. Write and maintain: Python applications SQL queries VBA automation tools Support data integration, reporting, and workflow automation initiatives. Reporting & Business Intelligence Build and enhance reporting capabilities using Power BI and related technologies. Develop processes supporting: Portfolio reporting Risk analytics Market data management Trade data retrieval Performance measurement Qualifications Required Bachelor's degree in Computer Science, Mathematics, Engineering, Finance, or a related quantitative discipline. 5+ years of experience in one or more of the following: Derivatives trading and hedging Quantitative analytics Front-office technology development Risk management systems development Strong understanding of: Options Futures Swaps Derivatives valuation methodologies Hedging strategies Risk-neutral pricing concepts Advanced programming skills in: Python SQL Excel/VBA Experience developing production-facing tools and automated processes. Ability to thrive in a fast-paced, deadline-driven environment. Preferred Experience supporting insurance-related hedging programs. Knowledge of: Equity index options Structured insurance products Collateral and margin management Quantitative risk systems Numerix or similar derivatives analytics platforms Experience with Power BI and data visualization solutions. Compensation Base Salary: $132,000 - $179,000, plus 50% bonus Annual Bonus Eligibility Comprehensive Benefits Package 401(k) with Company Match Flexible PTO Program Hybrid Work Environment (2 days in office) Ideal Backgrounds Derivatives Trader Quantitative Analyst Quant Developer Hedge Analyst Risk Analyst Insurance Hedging Specialist Portfolio Analytics Professional
Senior Analyst, Digital Messaging
Travel + Leisure Co. Orlando, Florida
Job Description Job Description We Put the World on Vacation Travel + Leisure Co. is the world's leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the company achieve its mission to put the world on vacation. Innovation and growth keep our work interesting and fun. Every day is a chance to learn something new and turn vacation inspiration into exceptional experiences for millions of travelers worldwide. The Senior Analyst of Digital Messaging is a key member of the Martech and Data organization, responsible for overseeing the strategy, performance, and ongoing optimization of our SMS and WhatsApp programs. This role serves as the subject matter expert for messaging platforms, ensuring channel health, operational excellence, and scalable growth across the business. The Senior Analyst will partner closely with marketing, analytics, product, and technology teams to build best-in-class communication experiences that drive engagement, lead generation, and conversion throughout the customer lifecycle. This will be a hybrid position working onsite in Orlando on Monday, Tuesday, Wednesday and from home Thursday, Friday. How You'll Shine: Messaging Strategy & Execution (35%) Develop and manage the SMS and WhatsApp messaging strategy to support lead generation, customer engagement, and lifecycle goals Implement scalable messaging workflows, ensuring compliance, accuracy, and timely execution Maintain platform health by monitoring deliverability, data flows, opt-in quality, and message performance Platform Management & Optimization (25%) Serve as the channel expert for SMS and WhatsApp platforms, ensuring they are configured, maintained, and optimized for performance Analyze message delivery, engagement, and conversion data to identify optimization opportunities Partner with Martech teams to support integrations, enhancements, and new feature evaluation Cross-Functional Collaboration (20%) Work with marketing, brand, paid media, segmentation, and analytics teams to align messaging strategies with larger business goals Provide strategic recommendations that support channel expansion, personalization, and multi-channel alignment Ensure messaging supports coordinated campaign efforts and consistent customer experiences Measurement, Reporting & Insights (15%) Monitor key channel KPIs, including deliverability, CTR, opt-outs, conversions, and growth metrics Build dashboards, reports, and insights that guide decisions and improve channel performance Translate findings into actionable next steps for marketing, Martech, and partner teams Compliance, Governance & Best Practices (5%) Ensure all messaging programs comply with TCPA, GDPR, CAN-SPAM, and partner-specific regulations Maintain documentation, platform guidelines, and channel best practices to support organizational enablement What You'll Bring: Bachelor's degree in Marketing, Business, Communications, Data Analytics, or related field (or equivalent experience) 5+ years of experience in digital marketing, messaging programs, CRM, or lifecycle engagement Experience running or supporting SMS or WhatsApp channels strongly preferred Travel/Hospitality or Membership experience is a plus Strong analytical and problem-solving abilities with experience interpreting digital performance data Ability to communicate clearly, both verbally and in writing, with cross-functional partners Organized, detail-oriented, and skilled at managing multiple workstreams Comfortable working in a matrixed environment with interdependent teams Knowledge of compliance standards related to SMS and WhatsApp (TCPA, opt-in requirements, etc.) Strong understanding of customer engagement, lifecycle marketing, and message personalization Experience working with SMS/WhatsApp platforms (Attentive, Klaviyo, Twilio, or similar) Familiarity with CRM systems, martech stacks, and customer data frameworks Ability to analyze and interpret performance data using tools such as Looker, Tableau, GA, or similar Basic understanding of data structures, tagging, deliverability concepts, and audience segmentation How You'll Be Rewarded: We offer a diverse range of comprehensive health and welfare benefits to associates who work 30 or more hours per week to meet your needs and support you throughout your career with us. Certain benefits may be available to associates working fewer hours where required by applicable law. Travel + Leisure Co. benefits include: Note: Temporary and/or seasonal associates are ineligible for Paid Time Off. Medical Dental Vision Flexible spending accounts Life and accident coverage Disability Depending on position, paid time off, parental leave and holidays (speak to your recruiter for additional information) Wish day paid time to volunteer at an approved organization of your choice 401k with employer match (subject to eligibility requirements, including tenure - speak to your recruiter for additional information) Legal and identify theft plan Voluntary income protection benefits Wellness program (subject to provider availability) Employee Assistance Program Where Memories Start with You Hospitality is at the heart of all we do at Travel + Leisure Co. Here, you'll find an inclusive environment where we deliver excellence and take time to have fun, celebrate together, and support one another. We're always looking ahead to what's next and how we can strengthen our business, its neighboring communities, and the customer experience. Join our global team and build a career where memories start with you. We are an equal opportunity employer, and all applications will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to , including the title and location of the position for which you are applying.
09/18/2026
Full time
Job Description Job Description We Put the World on Vacation Travel + Leisure Co. is the world's leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the company achieve its mission to put the world on vacation. Innovation and growth keep our work interesting and fun. Every day is a chance to learn something new and turn vacation inspiration into exceptional experiences for millions of travelers worldwide. The Senior Analyst of Digital Messaging is a key member of the Martech and Data organization, responsible for overseeing the strategy, performance, and ongoing optimization of our SMS and WhatsApp programs. This role serves as the subject matter expert for messaging platforms, ensuring channel health, operational excellence, and scalable growth across the business. The Senior Analyst will partner closely with marketing, analytics, product, and technology teams to build best-in-class communication experiences that drive engagement, lead generation, and conversion throughout the customer lifecycle. This will be a hybrid position working onsite in Orlando on Monday, Tuesday, Wednesday and from home Thursday, Friday. How You'll Shine: Messaging Strategy & Execution (35%) Develop and manage the SMS and WhatsApp messaging strategy to support lead generation, customer engagement, and lifecycle goals Implement scalable messaging workflows, ensuring compliance, accuracy, and timely execution Maintain platform health by monitoring deliverability, data flows, opt-in quality, and message performance Platform Management & Optimization (25%) Serve as the channel expert for SMS and WhatsApp platforms, ensuring they are configured, maintained, and optimized for performance Analyze message delivery, engagement, and conversion data to identify optimization opportunities Partner with Martech teams to support integrations, enhancements, and new feature evaluation Cross-Functional Collaboration (20%) Work with marketing, brand, paid media, segmentation, and analytics teams to align messaging strategies with larger business goals Provide strategic recommendations that support channel expansion, personalization, and multi-channel alignment Ensure messaging supports coordinated campaign efforts and consistent customer experiences Measurement, Reporting & Insights (15%) Monitor key channel KPIs, including deliverability, CTR, opt-outs, conversions, and growth metrics Build dashboards, reports, and insights that guide decisions and improve channel performance Translate findings into actionable next steps for marketing, Martech, and partner teams Compliance, Governance & Best Practices (5%) Ensure all messaging programs comply with TCPA, GDPR, CAN-SPAM, and partner-specific regulations Maintain documentation, platform guidelines, and channel best practices to support organizational enablement What You'll Bring: Bachelor's degree in Marketing, Business, Communications, Data Analytics, or related field (or equivalent experience) 5+ years of experience in digital marketing, messaging programs, CRM, or lifecycle engagement Experience running or supporting SMS or WhatsApp channels strongly preferred Travel/Hospitality or Membership experience is a plus Strong analytical and problem-solving abilities with experience interpreting digital performance data Ability to communicate clearly, both verbally and in writing, with cross-functional partners Organized, detail-oriented, and skilled at managing multiple workstreams Comfortable working in a matrixed environment with interdependent teams Knowledge of compliance standards related to SMS and WhatsApp (TCPA, opt-in requirements, etc.) Strong understanding of customer engagement, lifecycle marketing, and message personalization Experience working with SMS/WhatsApp platforms (Attentive, Klaviyo, Twilio, or similar) Familiarity with CRM systems, martech stacks, and customer data frameworks Ability to analyze and interpret performance data using tools such as Looker, Tableau, GA, or similar Basic understanding of data structures, tagging, deliverability concepts, and audience segmentation How You'll Be Rewarded: We offer a diverse range of comprehensive health and welfare benefits to associates who work 30 or more hours per week to meet your needs and support you throughout your career with us. Certain benefits may be available to associates working fewer hours where required by applicable law. Travel + Leisure Co. benefits include: Note: Temporary and/or seasonal associates are ineligible for Paid Time Off. Medical Dental Vision Flexible spending accounts Life and accident coverage Disability Depending on position, paid time off, parental leave and holidays (speak to your recruiter for additional information) Wish day paid time to volunteer at an approved organization of your choice 401k with employer match (subject to eligibility requirements, including tenure - speak to your recruiter for additional information) Legal and identify theft plan Voluntary income protection benefits Wellness program (subject to provider availability) Employee Assistance Program Where Memories Start with You Hospitality is at the heart of all we do at Travel + Leisure Co. Here, you'll find an inclusive environment where we deliver excellence and take time to have fun, celebrate together, and support one another. We're always looking ahead to what's next and how we can strengthen our business, its neighboring communities, and the customer experience. Join our global team and build a career where memories start with you. We are an equal opportunity employer, and all applications will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to , including the title and location of the position for which you are applying.

Modal Window

  • Home
  • Contact
  • About Us
  • FAQs
  • Terms & Conditions
  • Privacy
  • Employer
  • Post a Job
  • Search Resumes
  • Sign in
  • Job Seeker
  • Find Jobs
  • Create Resume
  • Sign in
  • IT blog
  • Facebook
  • Twitter
  • LinkedIn
  • Youtube
© 2008-2026 IT Job Board