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122 results for Trade Support Analyst jobs

Trade Operations Analyst
  • San Francisco, California, United States, CA
  • remote
  • Permanent
  • 115000.00 - 140000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> with Robert Half Finance & Accounting is partnering with a quantitative, market-neutral hedge fund that leverages cutting-edge machine learning and crowdsourced predictions from experts worldwide. The team is small, collaborative, and deeply technical, offering the opportunity to work at the intersection of quantitative trading, operations, and emerging technologies like AI and crypto.</p><p><br></p><p><strong>The Role:</strong></p><p>The firm is seeking a detail-oriented and analytical <strong>Operations Analyst & Trader</strong> to join the team. This hybrid role is ideal for someone who wants to dive deep into both operational processes and the quantitative trading domain. The successful candidate will support and optimize daily trading operations while also contributing to accounting and finance functions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li><strong>Trade Operations:</strong> Oversee OMS relationships, run tri-party reconciliations, and process corporate actions across multiple product types to ensure seamless daily trading execution.</li><li><strong>Accounting:</strong> Manage daily cash, position, and corporate action reconciliations with administrators and prime brokers; support NAV sign-off, annual audits, and fund tax preparations.</li><li><strong>Trading:</strong> Act as trading team backup by allocating instructions to executing brokers/prime brokers and analyzing trade breaks.</li><li><strong>Operational Efficiency:</strong> Improve processes, optimize trading workflows, reduce risk, ensure compliance, and manage margin requirements with prime brokers.</li><li><strong>Cross-Functional Collaboration:</strong> Partner with data science, engineering, compliance, and other teams to align on operational and trading needs.</li></ul><p><br></p>
  • 2025-09-19T21:44:04Z
Operations Analyst & Trader
  • San Francisco, California, United States, CA
  • remote
  • Permanent
  • 115000.00 - 140000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> with Robert Half Finance & Accounting is partnering with a quantitative, market-neutral hedge fund that leverages cutting-edge machine learning and crowdsourced predictions from experts worldwide. The team is small, collaborative, and deeply technical, offering the opportunity to work at the intersection of quantitative trading, operations, and emerging technologies like AI and crypto.</p><p><br></p><p><strong>The Role:</strong></p><p>The firm is seeking a detail-oriented and analytical <strong>Operations Analyst & Trader</strong> to join the team. This <strong>hybrid </strong>role is ideal for someone who wants to dive deep into both operational processes and the quantitative trading domain. The successful candidate will support and optimize daily trading operations while also contributing to accounting and finance functions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li><strong>Trade Operations:</strong> Oversee OMS relationships, run tri-party reconciliations, and process corporate actions across multiple product types to ensure seamless daily trading execution.</li><li><strong>Accounting:</strong> Manage daily cash, position, and corporate action reconciliations with administrators and prime brokers; support NAV sign-off, annual audits, and fund tax preparations.</li><li><strong>Trading:</strong> Act as trading team backup by allocating instructions to executing brokers/prime brokers and analyzing trade breaks.</li><li><strong>Operational Efficiency:</strong> Improve processes, optimize trading workflows, reduce risk, ensure compliance, and manage margin requirements with prime brokers.</li><li><strong>Cross-Functional Collaboration:</strong> Partner with data science, engineering, compliance, and other teams to align on operational and trading needs.</li></ul>
  • 2025-09-18T02:14:16Z
Sales Support Analyst
  • Rosemont, IL
  • onsite
  • Permanent
  • 60000.00 - 70000.00 USD / Yearly
  • <p>Our client, a supplier in the U.S. is looking for a detail-oriented and motivated Sales Support Analyst to provide essential support to their sales and supply chain operations in Rosemont, Illinois. In this role, you will collaborate with cross-functional teams to contribute to efficient supply planning, data analysis, and customer service enhancements. This is an exciting opportunity to work in a dynamic environment where your analytical skills and organizational abilities will play a key role in driving operational success. This position is 100% on-site and offers a salary range, based on experience, of $60,000-$70,000 annually plus benefits.</p><p><br></p><p>Responsibilities:</p><p>• Plan and coordinate supply and order mapping to ensure efficient distribution.</p><p>• Design and maintain insightful reports to track customer ordering patterns and trends.</p><p>• Collaborate with sales, supply chain, and customer service teams to enhance communication and operational alignment.</p><p>• Develop and manage dashboards to support sales, operations, and supply chain decision-making.</p><p>• Actively participate in weekly meetings to discuss ongoing projects and address challenges.</p><p>• Analyze data to identify trends and provide actionable insights for improving processes.</p><p>• Support the development of key performance indicators (KPIs) and monitor progress.</p><p>• Assist with additional tasks and responsibilities as assigned to support team objectives.</p>
  • 2025-09-16T12:34:39Z
Senior Business Analyst
  • Portage, MI
  • remote
  • Temporary
  • 35.00 - 40.00 USD / Hourly
  • <p>We are looking for a skilled Senior Business Analyst to join our team in Portage, Michigan. This long-term contract role offers the opportunity to lead the design and support of enterprise-wide business intelligence systems while collaborating with senior management to shape data strategies. The position requires a proactive individual capable of solving complex technical challenges and enhancing decision-making capabilities across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Lead the design, development, and support of enterprise-wide business intelligence applications and systems.</p><p>• Collaborate with business and IT leadership to identify, prioritize, and address data and information needs.</p><p>• Solve intricate technical problems to optimize the performance and usability of business intelligence tools.</p><p>• Develop and implement testing methodologies and criteria to ensure system reliability and efficiency.</p><p>• Create and deliver training programs to guide users in leveraging business intelligence tools for strategic decision-making.</p><p>• Establish and maintain standards, policies, and procedures for business intelligence systems and tools.</p><p>• Define and monitor data quality metrics to ensure the accuracy and reliability of information.</p><p>• Stay current with emerging technologies and propose business cases for innovative business intelligence solutions.</p><p>• Apply expertise independently to execute tasks with minimal supervision.</p><p>• Evaluate and analyze data to inform and support critical business decisions.</p>
  • 2025-09-17T20:44:08Z
Service Desk Analyst I - Market A
  • Nashville, TN
  • remote
  • Temporary
  • - USD / Hourly
  • We are looking for a dedicated Service Desk Analyst to join our team on a long-term contractual basis in Nashville, Tennessee. In this role, you will provide exceptional technical support and customer service to ensure smooth operations within a manufacturing environment. Your expertise in troubleshooting, communication, and problem-solving will play a key role in supporting end users and maintaining system functionality.<br><br>Responsibilities:<br>• Provide first-level technical support to resolve hardware, software, and network issues for end users in a timely manner.<br>• Deliver exceptional customer service by addressing inquiries and resolving technical problems effectively.<br>• Troubleshoot and resolve issues related to laptops, mobile devices, and computer hardware.<br>• Assist with deploying and configuring PCs, operating systems, and mobile devices.<br>• Support ITSM processes and maintain accurate documentation of incidents and resolutions.<br>• Collaborate with team members to identify and implement improvements to service desk operations.<br>• Conduct training sessions for users to enhance their understanding of technical systems and processes.<br>• Review and maintain quality standards for technical support and customer interactions.<br>• Utilize REST API tools and other resources to provide advanced technical assistance.<br>• Provide production support within the manufacturing environment, ensuring minimal disruption to operations.
  • 2025-09-10T16:09:04Z
Marketing Manager
  • Kalamazoo, MI
  • remote
  • Temporary
  • - USD / Hourly
  • <p>Robert Half is seeking a talented and experienced Marketing Manager for our client in Kalamazoo. As a Marketing Manager, you will be responsible for leading and implementing strategic marketing initiatives to promote the company's products and services.</p><p> </p><p>Responsibilities: </p><ul><li>Develop and execute comprehensive marketing plans aligned with the company's objectives and target audience.</li><li>Oversee the creation of engaging marketing campaigns across various channels, including digital, print, and social media.</li><li>Conduct market research to identify customer needs, trends, and competitors' activities.</li><li>Collaborate with cross-functional teams to ensure consistent brand messaging and cohesive marketing efforts.</li><li>Manage the marketing budget and allocate resources effectively to achieve marketing goals.</li><li>Analyze marketing campaign performance using metrics and KPIs to measure effectiveness.</li><li>Provide leadership and guidance to the marketing team, fostering a collaborative and innovative environment.</li><li>Stay up to date with industry trends and best practices to drive continuous improvement in marketing strategies.</li><li>Present marketing strategies and campaign results to stakeholders and management.</li></ul><p><br></p>
  • 2025-09-09T18:18:46Z
Investment Operations Analyst
  • Minneapolis, MN
  • onsite
  • Permanent
  • 60000.00 - 75000.00 USD / Yearly
  • <p><strong>Investment Operations Analyst</strong></p><p>Are you ready to launch or grow your financial services career in a fast-paced, dynamic environment? Our client, an alternative investment firm in the Twin Cities, is seeking a detail-oriented <strong>Investment Operations Analyst</strong> to join their team and make an impact in structured security products.</p><p>This role covers end-to-end responsibilities in the operational trade lifecycle, including data flow, trade confirmations, reconciliation, and monitoring. If you’re a motivated self-starter with strong problem-solving and collaboration skills, this opportunity could be the perfect fit.</p><p><strong>Key Responsibilities</strong></p><ul><li>Ensure accuracy in <strong>daily investment operational tasks</strong>, including reporting, trade settlements, and resolving trade breaks or fails.</li><li>Provide <strong>trade confirmation</strong> for structured security product trades and associated derivatives.</li><li>Conduct <strong>cash reconciliation</strong>, including handling lifecycle events such as monthly P& I payments.</li><li>Collaborate with internal and external stakeholders, including brokers, treasury, accounting, and traders, to resolve issues proactively.</li><li>Perform <strong>weekly and monthly reconciliations</strong> of investment positions and activity across holdings while investigating and resolving discrepancies.</li><li>Support ad-hoc analysis and assist in process improvement initiatives.</li></ul><p><strong>Qualifications</strong></p><ul><li><strong>0–3 years of experience</strong> in financial operations or a related role within financial services or a trading firm.</li><li><strong>Bachelor’s degree</strong> in Finance, Accounting, or a related field.</li><li>Advanced proficiency in Microsoft Excel; VBA knowledge is a plus.</li><li>Prior experience with <strong>structured securities products</strong> is advantageous.</li><li>Strong written and verbal communication skills, with an ability to manage competing priorities effectively.</li><li>Highly collaborative mindset with strong interpersonal skills and the ability to thrive under pressure.</li></ul><p><strong>Why Apply?</strong></p><p>This is a unique opportunity to make an immediate impact, contribute to operational excellence, and work within an environment that appreciates initiative and fosters professional development.</p><p><strong>Take the next step in your career journey!</strong> Contact Douglas Rickart at <strong>612-249-0330</strong>, connect with him on LinkedIn, or click <strong>apply now</strong> to express your interest today!</p><p><br></p>
  • 2025-08-22T13:23:40Z
Service Desk Analyst I - Market A
  • Nashville, TN
  • remote
  • Temporary
  • - USD / Hourly
  • We are looking for a dedicated Service Desk Analyst I to join our team in Nashville, Tennessee. In this long-term contract role, you will provide exceptional technical support and customer service to end users, ensuring smooth operations within a dynamic manufacturing environment. If you have a passion for troubleshooting, problem-solving, and delivering top-notch assistance, we encourage you to apply.<br><br>Responsibilities:<br>• Provide first-level technical support to resolve hardware, software, and mobile device-related issues.<br>• Troubleshoot and diagnose problems with laptops, PCs, iOS devices, and other computing equipment.<br>• Deliver excellent customer service by communicating effectively with users and ensuring timely resolution of their issues.<br>• Collaborate with team members to document and review technical solutions and processes.<br>• Assist with deploying new equipment, including laptops and mobile devices, within the production environment.<br>• Maintain and update ITSM systems to track and manage user support requests.<br>• Train end users on system functionalities and best practices to improve overall efficiency.<br>• Conduct quality checks to ensure all technical solutions meet established standards.<br>• Monitor and respond to service desk inquiries while prioritizing tasks based on urgency.<br>• Support REST API integrations and troubleshoot related technical challenges.
  • 2025-09-10T15:58:51Z
Sales Analyst
  • Lawrenceville, GA
  • onsite
  • Permanent
  • 90000.00 - 110000.00 USD / Yearly
  • <p><strong>SALES OPERATIONS ANALYST - Growth-Oriented Manufacturer in Lawrenceville</strong></p><p>A growing organization is seeking a highly analytical and detail-oriented <strong>Sales Operations Analyst</strong> to join their team. In this key role, you’ll drive process optimization, deliver actionable sales insights, and facilitate data-driven decision-making across the sales function. You’ll work hands-on with sales analytics, CRM management, and sales compensation support, helping the team identify trends and opportunities to boost performance.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support and optimize CRM (Microsoft CRM) systems to enhance sales processes, lead management, opportunity tracking, and pipeline visibility.</li><li>Collaborate cross-functionally with sales, marketing, operations, and IT to align CRM architecture with business needs.</li><li>Maintain user administration, data hygiene, permissions, and roles within the CRM platform.</li><li>Build and maintain sales dashboards and reports (Power BI experience preferred) to provide insights to sales leadership and other stakeholders.</li><li>Analyze data to spot trends, gaps, and sales opportunities; present findings to key decision-makers.</li><li>Prepare and run reports on sales margin, trends, and team performance against key indicators.</li><li>Assist with data validation and quality assurance processes for monthly sales compensation.</li><li>Partner in defining and streamlining sales processes, workflows, and KPIs.</li><li>Support training and implementation for CRM initiatives.</li><li>Assist with territory planning, forecasting, and product rollouts.</li><li>Coordinate with data owners (IT, business ops, sales) to ensure smooth integration of system and data enhancements.</li><li>Provide ad hoc reporting and support for pricing and margin validation.</li><li>Perform additional duties as needed.</li></ul><p><br></p>
  • 2025-08-28T18:18:46Z
Accounts Payable Analyst
  • Irving, TX
  • onsite
  • Permanent
  • 70000.00 - 80000.00 USD / Yearly
  • <p>We are looking for a skilled Procure to Pay Analyst to join our client's team in Irving, Texas. In this role, you will focus on providing timely and accurate reporting, managing key accounts, and ensuring compliance with internal controls. You will collaborate with stakeholders to analyze data, improve processes, and support various projects within the Procure-to-Pay (P2P) group.</p><p><br></p><p>Responsibilities:</p><p>• Prepare periodic reports for key accounts and team performance metrics within the Accounts Payable function.</p><p>• Handle month-end accrual processes and ensure accuracy for the Accounts Payable team.</p><p>• Investigate and resolve aged items in control accounts, including Trade A/P and GR/IR.</p><p>• Conduct reconciliations to maintain compliance with internal controls.</p><p>• Review and make informed decisions on vendor master data requests as needed.</p><p>• Support annual 1099 reporting and semi-annual unclaimed property filings.</p><p>• Process reallocations for centrally-billed goods and services across the organization.</p><p>• Assist with travel and expense system data management and reporting.</p><p>• Act as a subject matter expert for handling large data sets and journal entries.</p><p>• Participate in special projects and provide backup support for credit card administration and bank account functions.</p>
  • 2025-08-29T13:23:56Z
Hedge Fund Operations Analyst
  • San Francisco, CA
  • remote
  • Permanent
  • 115000.00 - 140000.00 USD / Yearly
  • <p><strong>Job Posting: Operations Analyst & Trader</strong></p><p>A cutting-edge quantitative hedge fund is seeking a highly analytical and detail-oriented <strong>Operations Analyst & Trader</strong> to join its dynamic team. This hybrid role offers a unique opportunity to contribute across both operational processes and trading execution—ideal for professionals eager to expand their impact throughout the investment lifecycle.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Operations Analyst & Trader will play a key role in ensuring smooth daily trading operations, maintaining robust infrastructure, and supporting fund accounting and finance functions. This position provides exposure to a wide range of financial instruments and close collaboration with cross-functional teams including data science, engineering, and compliance.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Trade Operations:</strong> Manage relationships with order management systems (OMS), perform tri-party reconciliations, and process corporate actions across multiple product types</li><li><strong>Accounting Support:</strong> Reconcile daily cash, positions, and corporate actions with fund administrators and prime brokers; assist with month-end NAV sign-off, annual audits, and tax filings</li><li><strong>Trading Execution:</strong> Serve as a backup to the trading team, allocate trade instructions to brokers, and resolve trade breaks</li><li><strong>Operational Efficiency:</strong> Identify and implement process improvements, reduce operational risk, and ensure compliance with trading guidelines and margin requirements</li><li><strong>Cross-Team Collaboration:</strong> Partner with internal teams to align trading operations with broader strategic goals</li></ul><p><strong>Benefits:</strong></p><ul><li>Comprehensive medical, dental, and vision coverage (including dependents)</li><li>401(k) retirement plan</li><li>Potential for performance-based carry</li><li>Unlimited PTO and commuter benefits</li></ul><p><strong>Excited about this opportunity?</strong></p><p> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-09-09T02:23:59Z
Product Marketing Specialist
  • Amherst, MA
  • onsite
  • Permanent
  • 65000.00 - 75000.00 USD / Yearly
  • <p>Marketing Specialist with 3-5+ years of relevant experience needed for a full-time, fully onsite position with our client in Western Massachusetts. Salary is 65-75K with some flex to 80K for the right skillset and experience. Must have B2B experience and ideally B2B services experience. Must be skilled in Google Analytics and have experience using a CRM. Looking for someone who understands value propositions and being able to tell an organization’s story.</p><p><strong> </strong></p><p>The Marketing Specialist supports the development and execution of marketing strategies and campaigns to increase brand visibility and promote organizational services. This role focuses on product positioning, campaign management, sales enablement, and storytelling to drive engagement and business outcomes. This position is ideal for a creative and organized marketer with strong communication and analytical abilities, who thrives in a fast-paced, collaborative environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Product Positioning:</strong> Craft effective product messaging and marketing collateral, including launch plans and promotional materials, to appeal to target audiences.</li><li><strong>Campaign Management:</strong> Plan and execute marketing campaigns based on competitor analysis and market trends, ensuring timely delivery and cross-team alignment.</li><li><strong>Sales Enablement:</strong> Maintain and update sales tools such as presentations and sales kits, empowering the sales team to communicate product benefits effectively.</li><li><strong>Storytelling:</strong> Collaborate with internal teams to understand and articulate value propositions, creating engaging materials that reflect customer needs and preferences.</li><li><strong>Performance Analysis:</strong> Monitor campaign performance, analyze data, and use insights to optimize strategies and improve outcomes. Provide timely performance reports.</li><li><strong>Trade Shows & Events:</strong> Support sales initiatives by promoting and participating in events, trade shows, and user meetings.</li></ul><p> </p>
  • 2025-08-28T00:18:49Z
Marketing Coordinator
  • Midland, TX
  • onsite
  • Permanent
  • 60000.00 - 80000.00 USD / Yearly
  • We are looking for a dynamic Marketing Coordinator to join our team in Midland, Texas. In this role, you will oversee a variety of marketing initiatives, ensuring the smooth execution of campaigns, events, and branding efforts. As part of a small, family-operated company, this position offers the opportunity to work across departments and gain comprehensive exposure to marketing operations.<br><br>Responsibilities:<br>• Coordinate and manage relationships with third-party vendors, including website developers, content creators, and marketing campaign specialists.<br>• Maintain the company’s social media calendar and ensure timely posting of engaging content.<br>• Organize promotional materials such as branded hats, shirts, and collateral for company use.<br>• Oversee budgets related to contractors and vendors, ensuring cost-effective solutions.<br>• Plan and execute trade shows, company events, and local district activities, including logistics, content capture, and social media promotion.<br>• Support the rebranding and website revamp of recently acquired businesses.<br>• Monitor and promote brand consistency across all platforms and campaigns.<br>• Track marketing analytics to evaluate campaign performance and drive improvements.<br>• Collaborate with internal teams to align marketing strategies with broader business goals.<br>• Capture and document event moments through photos and videos to enhance promotional efforts.
  • 2025-09-04T20:48:47Z
Pricing Analyst
  • Piscataway, NJ
  • onsite
  • Temporary
  • 47.50 - 55.00 USD / Hourly
  • <p>We are looking for a skilled Contracts Pricing Analyst/Manager to join our team on a long-term contract basis in Piscataway, New Jersey. The ideal candidate will bring expertise in pricing strategies within the generic pharmaceutical industry, with a proven ability to work with retail clients and Group Purchasing Organizations (GPOs) such as McKesson, Cencora, and Cardinal. This role will involve leveraging analytical tools to drive pricing decisions and support key business objectives.</p><p><br></p><p>Responsibilities:</p><p>include developing and implementing pricing strategies aligned with organizational goals and market trends, collaborating with retail clients and Group Purchasing Organizations (GPOs) to optimize pricing models, and utilizing tools like SAP, Vistex, and Salesforce Sales Cloud for data management and analysis. The role involves conducting financial analysis to identify revenue opportunities, monitoring market dynamics and competitor pricing, and preparing detailed reports for stakeholder decision-making. Additionally, the position requires close collaboration with sales and marketing teams to align pricing with customer needs, ensuring compliance with company policies and regulations, and supporting the advancement of pricing systems to improve efficiency and accuracy</p>
  • 2025-08-22T15:05:08Z
Financial Analyst
  • Frisco, TX
  • onsite
  • Temporary
  • 32.00 - 38.00 USD / Hourly
  • <p>We are looking for a detail-oriented Financial Analyst to join our team on a long-term contract basis. This role is based in Frisco, Texas, and offers an exciting opportunity to contribute to a dynamic manufacturing environment. The ideal candidate will have strong analytical skills and a deep understanding of financial data and compliance processes.</p><p><br></p><p>Responsibilities:</p><p>• Analyze large volumes of customs transaction data to identify trends, discrepancies, and compliance issues.</p><p>• Ensure external rates and economic factors align with the correct dates and applicable regulations.</p><p>• Collaborate with customs brokers to verify compliance and reconcile trade data.</p><p>• Perform financial modeling and variance analysis to support decision-making processes.</p><p>• Utilize advanced Excel formulas and data mining techniques to extract and interpret critical information.</p><p>• Monitor changes and ensure timely updates to relevant financial reports.</p><p>• Generate ad hoc reports to address specific business needs and inquiries.</p><p>• Maintain accurate records of trade data and compliance documentation.</p><p>• Provide insights and recommendations based on financial analysis to improve processes.</p>
  • 2025-09-10T16:14:18Z
Financial Sales Analyst
  • Hatfield, PA
  • onsite
  • Permanent
  • 75000.00 - 90000.00 USD / Yearly
  • <p>Our client is looking for a detail-oriented Financial Sales Analyst to join their team in the Lansdale, Pennsylvania area. This role focuses on delivering insightful financial analysis and reporting to support strategic sales initiatives in a dynamic, commodity-driven market. The ideal candidate will excel at leveraging data to enhance decision-making, optimize pricing strategies, and improve overall financial performance.</p><p><br></p><p>Responsibilities:</p><p>• Analyze weekly sales profit and loss statements to identify key variances and determine underlying causes.</p><p>• Lead budgeting and quarterly forecasting efforts, collaborating with stakeholders to ensure alignment with strategic goals.</p><p>• Partner with the Retail Sales VP and cross-functional teams on critical business initiatives.</p><p>• Provide support for pricing strategies, including broker commission reporting and margin analysis.</p><p>• Monitor commodity market trends, particularly in pork, to evaluate potential impacts on sales.</p><p>• Derive actionable insights from internal and external data to inform trade and promotional planning.</p><p>• Manage promotional accruals and maintain accurate customer and product hierarchies.</p><p>• Utilize advanced business intelligence tools to create dashboards and enhance reporting processes.</p><p>• Conduct data mining and analysis to uncover opportunities for improving financial performance.</p>
  • 2025-09-19T11:08:49Z
Compliance Analyst
  • Minneapolis, MN
  • onsite
  • Permanent
  • 80000.00 - 100000.00 USD / Yearly
  • <p><strong>Compliance Analyst</strong></p><p>Join a compliance team as a <strong>Compliance Analyst</strong>, where you'll play a vital role in managing business risks and executing a robust compliance program. This high-visibility position works closely with employees across the firm, including senior-level managers and external advisors.</p><p><strong>Key Responsibilities:</strong></p><p>·      Support the team in executing the compliance program.</p><p>·      Manage the compliance program, including brokerage account oversight, daily monitoring, and reporting.</p><p>·      Coordinate compliance certifications and review pre-trade requests and personal trading issues.</p><p>·      Maintain the firm's restricted list and assist with regulatory filings to ensure deadlines are met.</p><p>·      Conduct compliance assessments and contribute to quarterly compliance reviews.</p><p>·      Serve as a resource for staff on compliance matters and provide backup support for the compliance team.</p><p>·      Perform special projects and assist with improvements to compliance processes as needed.</p><p><strong>Qualifications:</strong></p><p>·      1+ years of compliance, financial services, or audit experience preferred.</p><p>·      Bachelor's degree in a business-related field.</p><p>·      Exceptional attention to detail, analytical skills, and proficiency in Microsoft Excel.</p><p>·      Strong communication skills with the ability to relay complex information effectively.</p><p>·      Self-motivated, resourceful, and eager to learn in an entrepreneurial environment.</p><p>·      Ability to manage workload and meet deadlines. </p><p>This is an excellent opportunity for someone looking to grow in a dynamic role within a collaborative and fast-paced environment.</p><p><strong>Contact:</strong></p><p>Douglas Rickart at 612-249-0330 or connect on LinkedIn. Click the application link to apply today!</p>
  • 2025-08-29T13:49:00Z
Sales Analyst
  • Miami, FL
  • onsite
  • Permanent
  • 90000.00 - 110000.00 USD / Yearly
  • <p><br></p><p>We are looking for an influential Financial Associate to join our expansion team in Miami, Florida based in Brickell. In this role, you will be the key point for connecting with clients, gathering sales data, strategizing and creating processes, and contributing to operational efficiency. If you have experience in financial sales, investment start up, analysis, reporting, and <strong>SPEAK PORTUGUESE, </strong>we invite you to apply. We are expanding our Brazilian company into the US market and want to have you join our team. Compensation starts at 100K base with bonus structure. </p><p><br></p><p>Responsibilities:</p><p>• Perform comprehensive analysis of sales data to identify trends and opportunities.</p><p>• Prepare accurate and timely sales reports to support business decision-making.</p><p>• Collaborate with CFO to create financial sales plan and execute.</p><p>• Conduct KYC (Know Your Customer) research and orchestrate meetings.</p><p>• Manage strategy by addressing operational challenges and streamlining processes.</p><p>• Assist in the development and execution of sales strategies based on data insights.</p><p>• Monitor key performance indicators (KPIs) to measure sales effectiveness and recommend adjustments.</p><p>• Coordinate with cross-functional teams to improve workflows and enhance productivity.</p><p><br></p><p><strong>Interested and qualified candidates apply and reach out to STEFANIE FURNISS at 786-897-7903 </strong></p>
  • 2025-09-03T20:05:32Z
Pricing Analyst
  • Denver, CO
  • onsite
  • Permanent
  • 70000.00 - 100000.00 USD / Yearly
  • We are looking for a skilled Pricing Analyst to join our team in Denver, Colorado. This role is critical in developing and implementing pricing strategies that align with organizational goals, ensuring profitability, and supporting client engagement management. As a key contributor, you will leverage financial modeling and analytics to inform decision-making and enhance pricing solutions.<br><br>Responsibilities:<br>• Design and execute competitive pricing strategies to align with organizational objectives and drive profitability.<br>• Develop financial models to evaluate pricing proposals and provide innovative solutions.<br>• Conduct detailed profitability analyses for client engagements and timekeepers to support strategic planning.<br>• Perform sensitivity analyses to assess the impact of pricing decisions and identify key risks.<br>• Collaborate with attorneys to implement effective budgeting and matter management strategies.<br>• Monitor and evaluate alternative fee arrangements (AFAs) and client budgets for profitability.<br>• Assist with annual timekeeper rate setting by providing benchmarking data and competitive intelligence.<br>• Maintain accurate rate structures for timekeepers, clients, and matters within financial systems.<br>• Support the preparation of pricing components for client RFPs, pitches, and proposals.<br>• Create and deliver reports and visualizations on profitability, rates, and pricing metrics using business intelligence tools.
  • 2025-08-29T16:04:53Z
Part Time Marketing Assistant
  • Grand Rapids, MI
  • remote
  • Temporary
  • - USD / Hourly
  • <p><br></p><p>Robert Half is currently seeking a proactive and organized Part-Time Marketing Assistant for our client in Grand Rapids. As a Marketing Assistant, you will provide essential support to the marketing team in various tasks to help drive successful marketing campaigns and initiatives.</p><p> </p><p>Responsibilities: </p><ul><li>Assist in the execution of marketing campaigns across multiple channels, including digital, print, and social media.</li><li>Coordinate and manage marketing materials, ensuring they are up to date and readily available.</li><li>Conduct market research and competitor analysis to provide valuable insights for marketing strategies.</li><li>Assist in the creation and proofreading of marketing content, such as blog posts, emails, and social media posts.</li><li>Help maintain and update the client's website content and ensure it aligns with marketing efforts.</li><li>Support the organization and coordination of marketing events and trade shows.</li><li>Monitor and analyze marketing data to track campaign performance and report on key metrics.</li><li>Collaborate with team members and external partners to ensure seamless execution of marketing initiatives.</li><li>Stay informed about industry trends and best practices to contribute fresh ideas to the marketing team.</li></ul><p><br></p>
  • 2025-09-09T17:44:08Z
Pricing Analyst
  • Houston, TX
  • onsite
  • Permanent
  • 75000.00 - 85000.00 USD / Yearly
  • We are looking for a meticulous and analytical Pricing Analyst to join our team in Houston, Texas. In this role, you will analyze and interpret data to uncover trends, provide actionable insights, and contribute to strategic business decisions. This position offers an opportunity to collaborate with cross-functional teams and make a significant impact on pricing strategies and business outcomes.<br><br>Responsibilities:<br>• Analyze complex datasets to identify trends, draw meaningful conclusions, and support business strategies.<br>• Prepare detailed actuarial reports and present findings in formats tailored to various audiences.<br>• Collaborate with investment, underwriting, and technical teams to refine assumptions, methodologies, and results.<br>• Conduct experience studies and assist in developing pricing assumptions for both direct and reinsurance business.<br>• Plan and manage team workflows to ensure alignment with project priorities and deadlines.<br>• Provide support for reinsurance arrangements, including both inward and outward business queries.<br>• Participate in pricing-related activities such as product pricing, sales campaigns, new business planning, and risk monitoring.<br>• Work closely with global entities and external partners on product development and reinsurance projects.
  • 2025-09-18T19:08:56Z
Category Analyst
  • Irvine, CA
  • onsite
  • Contract / Temporary to Hire
  • 31.35 - 36.30 USD / Hourly
  • We are looking for a highly skilled Category Analyst to join our team in Irvine, California. This hybrid role offers a unique opportunity to combine data analysis expertise with sales support functions in a dynamic environment. As a Contract-to-permanent position, this role offers the potential for long-term growth within the organization.<br><br>Responsibilities:<br>• Analyze and maintain sales data, including customer and market performance metrics, to support decision-making.<br>• Collaborate with sales teams to develop accurate projections and ensure data integrity.<br>• Create comprehensive dashboards and reports that provide actionable insights for senior management.<br>• Identify and address inconsistencies or missing data by working directly with sales representatives.<br>• Forecast industry trends and sales potential using historical and current data.<br>• Conduct thorough research on market dynamics to inform pricing strategies and category management.<br>• Present detailed sales performance reports and recommendations to stakeholders on a regular basis.<br>• Optimize sales activities by identifying areas for improvement and implementing data-driven solutions.<br>• Utilize tools like Salesforce and Microsoft Excel to streamline data reporting and analysis processes.
  • 2025-09-17T15:05:08Z
Operations Analyst at Investment Firm
  • San Francisco, CA
  • remote
  • Permanent
  • 110000.00 - 150000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an Operations Analyst at a <strong>forward thinking investment firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm is at the intersection of finance, technology, and machine learning. This role blends analytics and operations with the potential to grow into trading.</p><p> </p><p>Collaborate directly with founders and cross-functional teams while enjoying full medical, dental, and vision coverage, unlimited PTO, commuter support, and potential equity participation.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage trading operations, including OMS, reconciliations, corporate actions, and accuracy.</li><li>Reconcile cash positions, corporate actions, and NAV; support month-end, audits, and tax prep.</li><li>Back up the trading team with broker allocations, trade execution, and issue resolution.</li><li>Streamline workflows, reduce operational risk, and ensure compliance.</li><li>Work with data science, engineering, and compliance teams to keep trading operations smooth.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-09-05T15:09:02Z
Marketing Analyst
  • New York, NY
  • remote
  • Temporary
  • 61.75 - 71.50 USD / Hourly
  • We are looking for a skilled Marketing Analyst to join our team in New York, New York. In this long-term contract role, you will play a pivotal part in shaping data-driven strategies to enhance marketing initiatives across the customer lifecycle. This position offers an exciting opportunity to collaborate with diverse teams and leverage advanced analytics tools to drive impactful results.<br><br>Responsibilities:<br>• Analyze current reporting frameworks to understand the requirements of various teams within the Marketing and Global Servicing organization.<br>• Develop an in-depth understanding of Google Analytics configurations and campaign reporting tools used to assess channel and campaign effectiveness.<br>• Map out customer journeys across the organization's website, mobile platforms, and mobile app to identify key insights.<br>• Collaborate with departments such as Digital Marketing, Brand and Communications, Loyalty, Regional Marketing, and Business Analytics to refine reporting needs and requirements.<br>• Partner with the digital product development team to lead the analytics workstream for a website redesign project.<br>• Execute initiatives aligned with the Marketing Data Vision Road Map to address immediate and long-term business needs.<br>• Provide strategic marketing insights based on data analysis to support customer acquisition, retention, engagement, and advocacy efforts.<br>• Define analytics tagging requirements for new website features, user flows, and customer segments.<br>• Assess current reporting tools, processes, and data sources to identify opportunities for improvement and future investments.
  • 2025-09-05T15:09:02Z
Pricing Analyst
  • Minneapolis, MN
  • onsite
  • Permanent
  • 80000.00 - 90000.00 USD / Yearly
  • We are looking for a detail-oriented Pricing Analyst to join our services team in Minneapolis, Minnesota. This role requires a strong analytical mindset and a passion for uncovering actionable insights from financial and market data. The ideal candidate will play a key role in shaping pricing strategies and supporting decision-making through data-driven solutions.<br><br>Responsibilities:<br>• Analyze internal and external data to identify trends and opportunities that enhance strategic rate setting and pricing processes.<br>• Provide support for existing and new data models by validating inputs and conducting detailed analyses.<br>• Create competitive intelligence reports and present findings using clear data visualizations.<br>• Examine historical financial data to develop pricing strategies tailored to specific practice areas and methodologies.<br>• Gather information on key project components to address client pricing requirements and requests.<br>• Assist in the collection and validation of internal data for competitive intelligence and survey reporting.<br>• Contribute to the development of tools, templates, and procedures designed to improve pricing workflows across the organization.<br>• Collaborate with external vendors to confirm and validate data while evaluating investment decisions.<br>• Conduct research and benchmarking on legal pricing trends across various markets and practice areas.<br>• Monitor and report on industry-wide rate trends to inform strategic decision-making.
  • 2025-09-08T20:29:29Z
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