Financial Analyst | US

Degreed is looking for a Financial Analyst based in Utah to work on a hybrid schedule. This position plays a key part in supporting the company’s growth plans. Role overview The Financial Analyst will analyze financial data, prepare regular reports, and provide recommendations to help improve business performance. Work in this role directly supports informed…

About UsAt Wasatch Global Investors, we pride ourselves on being a 100% employee-owned firm dedicated to active investment management. Our collaborative, bottom-up approach allows us to identify high-quality companies with the potential for sustained earnings growth. Over the past four decades, we have elegantly evolved from our initial focus on domestic small-cap stocks to managing over $20 billion in assets across 19 strategies that encompass U.S., international, and emerging markets. Our team, composed of 34 seasoned investment professionals, including 18 portfolio managers with an average of 22 years of research experience, embodies our core cultural principles: long-term perspective, continuous learning, teamwork, ownership, integrity, and gratitude. This team-oriented approach ensures that every investment decision is made collaboratively, leveraging diverse insights to identify superior long-duration growth companies. Position OverviewThe International Developed Markets team at Wasatch manages five strategies that focus primarily on ex-U.S. small and mid-cap stocks. Comprising three portfolio managers and three analysts with extensive international investment experience, our team seeks exceptional companies with sustainable competitive advantages and outstanding management teams. As an analyst, you will collaborate closely with team members to analyze prospective portfolio companies, engaging in a variety of activities such as: 1) interviewing company management, customers, suppliers, and competitors; 2) developing detailed financial projections and valuation analyses; 3) drafting comprehensive reports on conclusions and recommendations; 4) utilizing investment screens to discover new stock opportunities; and 5) engaging in international travel to enhance research efforts.

About the Role iCapital Network is seeking a detail-oriented Fund Reporting Analyst or Associate to be a key player on our Fund Reporting team. This role involves the meticulous preparation and dissemination of investor communications, particularly focusing on client fund-level reports for private equity fund-of-funds, feeder funds, and monthly hedge fund reporting tailored for private clients. The successful candidate will engage regularly with leading wirehouses and collaborate with investment and accounting professionals from the underlying private equity and hedge funds. Responsibilities Collaborate within a team of investment specialists to prepare and review quarterly client reports related to private equity, real estate, secondary, and credit fund-of-funds and feeder funds currently under management. Analyze and synthesize information from reports provided by private equity sponsors to draft relevant content for client quarterly performance updates. Collect, analyze, and review quantitative performance metrics for funds and portfolio companies to include in reports. Work closely with administrators to ensure accurate quantitative data for reporting and to comprehend portfolio performance and fund valuation drivers. Coordinate internal compliance reviews and obtain necessary approvals. Guarantee the timely distribution of reports to clients and relationship managers. Review monthly hedge fund fact card reports. Draft communications for capital calls and distribution notices to investors. Maintain ongoing communication with financial sponsors regarding portfolio company activities and their impact on valuations. Coordinate periodic investment portfolio and valuation reviews with team members. Act as the private equity product expert in response to inquiries from relationship managers and clients concerning fund performance, capital calls, and other fund-related activities, including fund performance update meetings.

Join SoFi as a Senior Risk Analyst specializing in Fraud Program Management. In this pivotal role, you will leverage your analytical skills to identify and mitigate risks associated with fraudulent activities, ensuring our members' safety and security. Collaborate with cross-functional teams to develop and implement effective risk management strategies that uphold our commitment to providing exceptional financial services.

D.A. Davidson Companies is a distinguished, employee-owned organization with a legacy of 90 years of excellence. We are committed to conducting our operations with the utmost integrity and ethical standards, ensuring exceptional service for our clients and colleagues alike. Our corporate culture is characterized by openness, support, and a commitment to fostering candid communication and collaborative engagement, which enhances our collective performance. In addition to our focus on improving our clients’ financial health, we prioritize giving back to the local communities we serve, as it is one of our core values. Discover more about our impact and culture in our latest annual report.Summary/Function:The Quantitative Analyst plays a pivotal role in the Fixed Income Capital Markets sector by delivering financial modeling, analytical support, pricing, and quantitative insights within the Development Finance Group, specifically for public finance and structured transactions. This hands-on position is tailored for a senior contributor within the quantitative team and investment banking division. Ideal candidates will possess strong modeling capabilities in debt transactions and a readiness to collaborate with the Development Finance Team on nationwide financing initiatives.This role involves close collaboration with bankers, traders, and senior leadership to facilitate deal execution, conduct debt service analysis, support structuring efforts, and fulfill client deliverables.

About the Role iCapital Network is on the lookout for an enthusiastic Analyst or Associate to become a vital part of our Transactional Operations team, with a key focus on investor onboarding and services. This team is essential in supporting our expanding investor base and ensuring a smooth experience through various stages of the investor lifecycle. The position is centered on delivering extensive operational support for feeder funds, which involves tasks such as subscription processing, closing management, document remediation, and continuous account maintenance. As the Transactional Operations team broadens its scope to incorporate additional investment products (including Direct Funds and Ticker-Traded Interval Funds) as well as a wider array of investor transactions like redemptions, transfers, and trade reconciliations, this individual will work closely with a diverse group of stakeholders in a dynamic, collaborative, and entrepreneurial environment. The team serves investors, financial advisors, home office personnel, administrators, and numerous internal departments.

Join uniteklearning as the Assistant Director of Financial Aid, where you will play a pivotal role in shaping the financial assistance landscape for our students. As a key member of our leadership team, you will oversee the financial aid processes, ensuring that students have access to the necessary resources to pursue their educational goals. You will guide students through the financial aid process, develop effective financial literacy programs, and collaborate with various departments to enhance our financial aid offerings.

US Physical Therapy in Riverton is hiring a Physical Therapy Technician to support patient care. This position plays a key part in helping physical therapists deliver effective treatment. What you will do Assist physical therapists with therapeutic exercises and activities Help maintain and organize therapy equipment Contribute to a safe, welcoming environment for patients Role overview This role focuses on hands-on support within the clinic. The Physical Therapy Technician works closely with staff and patients to keep daily operations running smoothly and to help patients feel comfortable during their care.

Join Angi Inc. as a Temporary Payroll Accountant, specializing in both US and Canadian payroll processes. In this role, you will be instrumental in ensuring accurate payroll calculations, compliance with regulatory requirements, and timely payroll processing. This position offers the flexibility of remote work, allowing you to balance your professional and personal commitments while contributing to our dynamic team.

Are you ready to take your career in banking and financial services to the next level? At Sonsoft Inc., we are seeking a talented individual to join our dynamic team. In this role, you will engage with clients to deliver exceptional financial solutions and contribute to the growth of our organization. Your expertise will play a crucial role in helping our clients navigate the complexities of the financial landscape.

Join our dynamic team at Collabera Inc. as a Spanish Business Analyst in the IT sector. In this role, you will leverage your analytical skills and bilingual proficiency to bridge communication between technical teams and Spanish-speaking stakeholders. Your insights will be crucial in driving projects forward and improving service delivery.

About the RoleJoin iCapital Network's Platform Technology Support team, where we are dedicated to providing exceptional technical assistance to our expanding clientele of financial advisors and individual investors. We strive to deliver a top-tier user experience, making this an excellent opportunity for individuals with a strong client focus and technical expertise who thrive in a dynamic, collaborative, and entrepreneurial setting.This role is part of our Level II Platform Support team, tasked with investigating, collaborating, and resolving technical challenges associated with iCapital’s integrated platform. The ideal candidate will thrive in a fast-paced environment, embracing teamwork and multi-disciplinary collaboration.Key Responsibilities:Timely response to client support inquiries while providing updates throughout the troubleshooting process.Initial triage of support requests, resolving issues or escalating to the relevant secondary support teams.Accurate documentation of troubleshooting steps and knowledge base articles within the CRM.Communication with client sales teams regarding new technical issues and resolutions.Utilization of various technical tools for troubleshooting API, database, and data retrieval issues.Assisting the support team in streamlining processes or developing new methods for effective issue tracking.Proactively managing assigned support requests and collaborating with engineers across teams to address problems.Educating internal departments on best practices for resolving technical issues.

About the Role Join the dynamic Transactional Operations team at iCapital Network as an Analyst or Associate, specializing in investor onboarding services. This pivotal role is essential in enhancing the experience of our expanding investor base throughout various stages of the investor lifecycle. You will provide integral operational support for feeder funds, overseeing subscription processing, closing management, document remediation, and transaction transfers. Collaborate with a diverse range of internal stakeholders in a fast-paced, entrepreneurial environment while ensuring a seamless experience for investors, financial advisors, and home office personnel. Responsibilities Deliver dedicated support for initial onboarding and ongoing transactional processes for feeder funds. Work closely with fund administrators to guarantee a seamless client experience, ensuring service level agreements (SLAs) are consistently met. Assist high-profile fund managers and distributors in their fundraising efforts, guiding clients through the subscription process and managing fund closings with a focus on achieving successful outcomes. Oversee all transaction types related to direct funds. Collaborate with the Technology team to enhance user experience by optimizing our proprietary technology platform.

About the Role iCapital is seeking a dynamic Analyst or Associate to enhance the Product Marketing efforts for our investment products and technology platforms. This position provides extensive hands-on experience in messaging, sales enablement, product launches, and market execution within a regulated financial services framework. The successful candidate will play a vital role in upholding and executing essential product marketing deliverables while collaborating closely with senior product marketers and cross-functional teams to ensure that all materials are not only accurate but also compliant and well-positioned. Responsibilities Assist in the creation, maintenance, and revision of product marketing materials including fact sheets, presentations, fund tiles, FAQs, and product updates utilizing established messaging frameworks. Guarantee the consistent and precise application of approved language in client-facing and sales enablement materials, adhering to brand, regulatory, and compliance standards. Manage version control and organization of approved marketing assets, ensuring teams have access to updated and readily available materials. Collaborate with Product, Investments, and Performance teams to gather input for regular updates and convert them into clear, execution-ready materials. Support the compliance review and approval process by coordinating submissions, tracking feedback, and managing final approvals and documentation. Assist in executing sales enablement strategies, including the preparation of pitch decks, product overviews, competitive analyses, and internal training resources. Facilitate product launches and ongoing product readiness by aiding in the preparation of launch communications, user guides, platform overviews, and internal training materials. Contribute to campaign and communication execution by coordinating assets, assisting with email distributions, and tracking project timelines and deliverables. Maintain competitive and market reference materials by gathering, organizing, and updating publicly available product and feature information. Monitor basic adoption, engagement, and campaign performance metrics using existing dashboards and templates, and prepare summary reports. Work collaboratively with international and cross-functional partners to ensure alignment, accuracy, and timely delivery of materials. Assist with preparing audience lists, updates to segmentation, and logistics for distribution.

About the RoleiCapital Network is on the lookout for a dedicated Analyst or Associate to enhance our rapidly expanding client community within the Investor Relations team. In this dynamic and collaborative environment, you will engage with a diverse array of clients, including investors, financial advisors, and home office personnel, ensuring they have a seamless experience with our innovative technology platform. You'll also collaborate closely with fund sponsors utilizing our platform for distribution, focusing on optimizing user experience and driving client success.ResponsibilitiesDeliver exceptional client and advisor support by managing incoming inquiries via phone and email, ensuring timely and accurate responses, and escalating issues when necessary to maintain high client satisfaction.Assist high-profile fund managers in their fundraising initiatives by guiding their clients through the subscription process and overseeing fund closings, demonstrating a strong commitment to achieving successful client outcomes.Contribute to special projects for Senior Management that align with iCapital's strategic objectives.

Lucid Software is seeking a Strategic Financial Intern for its Salt Lake City office. This internship offers the chance to work directly with experienced finance professionals and gain practical exposure to the financial operations of a growing software company. What you will do Support financial analysis projects that inform business decisions Assist with strategic planning tasks under the guidance of senior team members Participate in the decision-making processes that shape company direction Learning opportunities Work alongside a team of finance experts Develop skills in financial modeling and analysis Gain insight into how financial strategy supports business growth This role focuses on hands-on learning in a collaborative setting. The internship is based in Salt Lake City, UT.

Role Overview SoFi is looking for an Operations Efficiency Analyst to help improve how work gets done across the company. This role focuses on analyzing current processes, spotting inefficiencies, and recommending changes that make operations run smoother. The work directly supports SoFi’s goals for better performance and smarter use of resources. Location UT - Cottonwood Heights FL - Jacksonville What You Will Do Examine operational workflows to find areas that can be improved Use data to identify bottlenecks or unnecessary steps Recommend and help implement solutions that increase efficiency Support teams as they adopt new processes or tools

Join our dynamic team at Collabera as a French Business Analyst in IT! We are seeking a motivated professional fluent in French to support our IT initiatives and enhance our business operations. You will play a crucial role in analyzing business requirements, translating them into functional specifications, and collaborating with technical teams to deliver effective solutions.

Join our dynamic team as an Intermediate IT Business Analyst and play a crucial role in bridging the gap between technology and business needs. You will be responsible for gathering requirements, analyzing data, and ensuring successful project implementation.

At Breeze Airways, we are on an exciting mission to redefine air travel as "The World’s Nicest Airline". Our team collaborates across various departments to transform our vision into reality: “To make the world of travel simple, affordable, and convenient. Improving our guests' travel experience with technology, innovation, and kindness.”Join the Breeze Team!The Repair & Warranty Analyst is a vital member of Breeze’s Technical Supply Chain organization. This role is responsible for representing the company in business transactions with both internal teams and external partners. As part of our Supplier Management initiatives, you will lead quarterly business reviews, hold suppliers accountable for their performance, identify warranty issues, and implement corrective action plans to help Breeze Airways achieve low CASM. You will also support engineering modification projects that impact fleet and component reliability, manage repair agreements, and coordinate the repair of high-value accessories and life-limited parts.