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113 results for Equity Research jobs

Sr. Credit Policy Analyst

Vacaville, CA
onsite
Permanent / Full Time
105000 - 130000 USD / Yearly
We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness. Responsibilities:• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.
2026-06-12T00:00:00Z

Business Analyst - Financial Services

Carpinteria, CA
onsite
Permanent / Full Time
68000 - 75000 USD / Yearly
We are looking for a detail-oriented Business Analyst to support operational teams within a financial services environment in Carpinteria, California. This role contributes to day-to-day business analysis activities while also taking ownership of intermediate-level projects, operational reviews, and cross-functional coordination efforts. The ideal candidate brings strong analytical judgment, clear communication skills, and the ability to identify process improvements that strengthen accuracy, efficiency, and service quality. Responsibilities: • Provide flexible support across operations teams by assisting high-volume work areas and adapting to shifting departmental priorities. • Manage business analysis assignments that include quality control reviews, audit support activities, and special projects tied to operational performance. • Partner with operations leaders and technology teams to gather business needs, document functional specifications, coordinate project activities, and support system testing efforts. • Investigate recurring processing issues or workflow disruptions, assess root causes, and present practical recommendations to leadership. • Handle departmental service and research requests with accuracy, timeliness, and appropriate follow-through. • Review existing procedures with managers to uncover inefficiencies, strengthen controls, and suggest process enhancements. • Track operational patterns and performance trends to help identify training opportunities and support continuous improvement initiatives. • Maintain readiness to perform essential responsibilities remotely when business continuity needs require off-site support.
2026-05-29T00:00:00Z

Real Time Analyst

Minnetonka, MN
remote
Temporary / Contract
20 - 31.25 USD / Hourly
We are looking for a Real Time Analyst to support contact center performance through active monitoring, timely adjustments, and data-driven decision-making. This contract to permanent position is ideal for someone who can balance service level goals, staffing demands, and operational priorities in a fast-paced environment. The role will work closely with workforce management and leadership teams to identify trends, respond to changing call volume, and help maintain an efficient customer service operation. Responsibilities: • Monitor real-time contact center activity to track staffing levels, queue performance, and service delivery throughout the day. • Evaluate call volume patterns and agent availability, then recommend schedule or workload adjustments to improve operational efficiency. • Use workforce management and monitoring platforms such as Five9 and Verint to identify issues and support daily performance targets. • Communicate intraday updates, risks, and performance concerns to leadership and relevant support teams in a clear and timely manner. • Analyze performance data and prepare reports that help stakeholders understand trends related to service levels, productivity, and resource utilization. • Coordinate with supervisors and operations teams to address unexpected changes in demand, attendance, or system-related disruptions. • Maintain accurate records in ticketing and management systems while following established contact center processes. • Support continuous improvement efforts by identifying optimization opportunities within real-time operations and workforce planning activities.
2026-06-12T00:00:00Z

Sr. Credit Analyst

Portsmouth, NH
onsite
Permanent / Full Time
70000 - 110000 USD / Yearly
We are looking for an experienced Sr. Credit Analyst to join a banking team in the Greater Boston area. This role focuses on evaluating commercial and consumer credit opportunities, assessing financial strength, and supporting sound lending decisions through thorough analysis and clear recommendations. The ideal candidate brings strong experience in underwriting, credit structuring, and portfolio support, along with the ability to partner effectively with lenders and deliver high-quality credit documentation. Responsibilities:• Evaluate borrower and guarantor financial information, including business and personal financial statements, tax returns, and supporting documents, to determine overall credit quality.• Gather required loan data from lenders and clients, then translate findings into clear credit assessments that support new requests and ongoing relationship management.• Develop written credit packages, financial models, narrative summaries, and risk commentary to assist lenders with informed credit decisions.• Examine loan files for accuracy and completeness, confirming that documentation is in order and collateral records are properly maintained.• Assess collateral position and repayment support to confirm alignment with internal lending standards and policy expectations.• Partner with commercial lending teams to identify risk factors, recommend appropriate deal structures, and support both new originations and renewals.• Prepare and update credit-related reports such as annual reviews, modification requests, loan presentations, and criticized asset commentary as needed.• Maintain organized credit files and assist with servicing needs, borrower inquiries, and follow-up items related to existing and prospective loan relationships.• Support underwriting and review activities for credit facilities across a range of exposure sizes while ensuring adherence to applicable banking regulations and internal procedures.
2026-06-09T00:00:00Z

Sr. Credit Analyst

Cambridge, MA
onsite
Permanent / Full Time
70000 - 100000 USD / Yearly
We are looking for an experienced Sr. Credit Analyst to support lending decisions for a banking team in the Greater Boston area. This position centers on reviewing commercial and consumer credit requests, assessing financial performance, and delivering well-reasoned recommendations that help guide prudent risk decisions. The role also works closely with lending partners to structure transactions, maintain strong credit documentation, and support the ongoing management of borrower relationships. Responsibilities:• Analyze business and personal financial records, tax filings, and related documents to determine borrower and guarantor creditworthiness.• Collect and organize loan information from internal lending partners and clients, then convert that data into clear and actionable credit evaluations.• Prepare comprehensive credit presentations, written analyses, and financial models that support approval, renewal, and modification decisions.• Review loan files to verify accuracy, confirm documentation is complete, and ensure collateral records are properly maintained.• Evaluate repayment sources and collateral support to confirm each request aligns with bank policy and risk standards.• Collaborate with commercial lenders to identify risk considerations, recommend effective deal structures, and support both new and existing credit relationships.• Produce periodic credit reports, annual review materials, loan summaries, and commentary on higher-risk assets as needed.• Maintain organized credit records while assisting with servicing follow-up, borrower requests, and ongoing portfolio administration.• Support underwriting and credit review activity across a range of lending exposures while adhering to regulatory requirements and internal procedures.
2026-06-17T00:00:00Z

QA Analyst L2

Burbank, CA
onsite
Temporary / Contract
52 - 55 USD / Hourly
We are looking for a Level 2 QA Analyst to support privacy and website compliance initiatives in Southern California. This is a Long-term Contract position focused on ensuring applications, workflows, and data-handling practices align with regulatory expectations and internal quality standards. The role works closely with business, legal, compliance, and technology stakeholders to assess requirements, coordinate testing efforts, and confirm that privacy-focused solutions are delivered accurately and reliably. Responsibilities:• Build and carry out test strategies, test plans, and detailed test cases to evaluate privacy-related business and system requirements.• Verify that consent management processes, data subject request workflows, and handling of sensitive information function as intended and meet compliance expectations.• Perform functional, integration, and user acceptance testing for website and privacy compliance initiatives, documenting outcomes clearly.• Record, prioritize, and monitor defects through resolution while partnering with cross-functional teams to address root causes and retesting needs.• Produce QA artifacts such as traceability matrices, validation reports, test evidence, and defect summaries to support compliance reviews and audit readiness.• Maintain end-to-end traceability between requirements, test scenarios, execution results, and final validation status.• Review business and regulatory requirements to identify gaps, improve testability, and confirm complete test coverage.• Communicate testing progress, quality risks, compliance concerns, and critical issues to stakeholders, including recommendations for mitigation.• Assess opportunities to strengthen QA processes, reporting practices, and repeatable automation for compliance-focused testing activities.
2026-06-17T00:00:00Z

Treasury Analyst for publicly held City Centre area

Houston, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Follow Shad on LinkedIn at #chalkboardtalk for videos on his open roles in the Houston Marketplace. Shad and his Team at Robert Half are working with a publicly held client in the City Centre area on the west side of Houston. Company is looking to add a Treasury Analyst to the team. This person will be heavily involved with cash management. One of the key questions that will be asked will be the candidates interactions with banks they have had in the past. Candidate must have a strong understanding of treasury and bring a passion to look at the little things and question the why and be a problem solver. This person needs to work in a very fast pace environment. Candidate must have a bachelor’s degree in Accounting or Finance, certification a plus, 3 plus year’s treasury experience and experience with an ERP. Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Treasury Analyst in the subject line.
2026-06-19T00:00:00Z

REMOTE Financial Crimes Analyst

Steelton, PA
remote
Temporary / Contract
22 - 26 USD / Hourly
About the Role:We are seeking a detail-oriented Financial Crimes Analyst to join a growing team in a fully remote capacity. This position plays a key role in identifying, investigating, and mitigating potential fraud and financial crime activity while ensuring compliance with internal policies and regulatory requirements. Why Apply:<ul><li>100% remote flexibility</li><li>Opportunity to work with a collaborative and mission-driven team</li><li>Exposure to a wide range of financial crime investigations</li><li>Competitive compensation and growth potential</li></ul>Key Responsibilities:<ul><li>Review and analyze transactions and account activity to identify potential fraud, suspicious behavior, or financial crime risks</li><li>Investigate alerts generated through monitoring systems and document findings thoroughly</li><li>Escalate high-risk cases and support Suspicious Activity Report (SAR) preparation when applicable</li><li>Collaborate with internal teams to strengthen fraud prevention processes and controls</li><li>Monitor trends and patterns to proactively identify emerging risks</li><li>Maintain accurate and detailed case documentation in accordance with compliance standards</li></ul>
2026-06-12T00:00:00Z

Middle Office / P&L - Hedge Fund - Metals (PHYSICAL)

New York, NY
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
Metals (PHYSICAL) - Middle Office / P&L - Hedge Fund Our client the commodity division of a global Hedge Fund continues to build out their team based in NYC. This role directly supports the PHYSICAL Base Metals Trading team with a mix of P&L, risk and trading assistant type functions. Responsibilities include pricing, position recs, hedge analysis, end of day flash T0, and a full T+1 P&L, as well as market risk analytics. The firm's leadership is very well respected. The position is open due to a promotion to trading.
2026-06-19T00:00:00Z

Middle Office / P&L - Hedge Fund - Energy (PHYSICAL)

New York, NY
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
Energy Trading (PHYSICAL) - Middle Office / P&L - Hedge Fund Our client the commodity division of a global Hedge Fund continues to build out their team based in NYC. This role directly supports the PHYSICAL Energy Trading team with a mix of P&L, risk and trading assistant type functions. Responsibilities include pricing, position recs, hedge analysis, end of day flash T0, and a full T+1 P&L, as well as market risk analytics. The firm's leadership is very well respected. The position is open due to a promotion to trading.
2026-06-01T00:00:00Z

Compensation Analyst

Boulder, CO
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
We are looking for a Compensation Analyst to support a growing organization in west Denver with compensation programs that are competitive, equitable, and aligned with business goals. This role will evaluate pay practices, interpret market data, and provide recommendations that help leaders make informed compensation decisions. The ideal candidate brings strong analytical ability, experience with salary benchmarking, and a solid understanding of compensation administration. Responsibilities:• Analyze salary structures, pay practices, and internal compensation data to identify trends and support compensation decisions across the organization.• Conduct market pricing and benchmarking studies using survey data to evaluate external competitiveness and recommend appropriate pay ranges.• Administer compensation programs by maintaining pay policies, reviewing employee pay actions, and helping ensure consistent application of guidelines.• Partner with HR and business leaders to provide insights on job leveling, salary offers, promotions, and other compensation-related matters.• Prepare reports, models, and presentations that summarize compensation findings and support leadership decision-making.• Participate in compensation survey submissions and validate data accuracy to improve the quality of market comparisons.• Review compensation processes for compliance with internal standards and applicable regulations while supporting documentation and audit readiness.
2026-06-11T00:00:00Z

Compensation Analyst

Jersey City, NJ
onsite
Temporary / Contract
53 - 57 USD / Hourly
We’re hiring a Compensation Analyst to support a fast-paced Investment Banking team. This role is heavily focused on compensation analytics, offer strategy, and market alignment, supporting high-touch, complex hiring decisions in a competitive environment. What You’ll Do<ul><li>Analyze compensation data using advanced Excel to support hiring and pay decisions</li><li>Partner with recruiting and business leaders on offer creation, structuring, and approvals, including complex packages and buyouts</li><li>Conduct market benchmarking and job matching to ensure competitive and equitable offers</li><li>Translate data into clear, actionable insights for stakeholders (Excel, PowerPoint, or executive summaries)</li><li>Support year-end compensation cycles and ongoing compensation planning</li><li>Validate data accuracy and identify inconsistencies to ensure precision in compensation decisions</li></ul>
2026-06-16T00:00:00Z

Fund Operations Analyst

Minneapolis, MN
onsite
Permanent / Full Time
80000 - 105000 USD / Yearly
We are looking for a Fund Operations Analyst to join an Investment Management firm in Minneapolis, Minnesota and help strengthen the operational foundation that supports investment fund activities. This position blends fund operations, governance coordination, and process management, making it ideal for someone who thrives on organization, accuracy, and cross-functional collaboration. The role will contribute to maintaining critical records, improving workflows, and supporting time-sensitive transactions in a dynamic private investment environment. Responsibilities:• Coordinate the setup, maintenance, and ongoing administration of legal entities and related organizational records across domestic and international structures.• Oversee the accuracy structural reporting, and required filings to keep governance materials current and well organized.• Monitor recurring legal and operational obligations, ensuring deadlines, deliverables, and compliance-related tasks are completed on schedule.• Administer document workflows from intake through execution and retention, while strengthening consistency in recordkeeping practices.• Develop and refine templates, procedures, and documentation standards to improve efficiency and create more scalable operational processes.• Review invoices and assist with outside counsel spend tracking, budget monitoring, and billing administration.• Help evaluate and manage legal or operational technology tools, including enhancements that improve workflow visibility, data quality, and process control.• Provide operational support for transactions, investor-related closings, regulatory submissions, and other special projects as business needs evolve.
2026-06-19T00:00:00Z