Financial Research

Financial Research Finance Jobs

108 jobs found

Lead Financial Systems Developer

Shook, Hardy and Bacon Kansas City, MO Hybrid

11d ago

Full time Senior .NET Analyst

Senior .NET Analyst

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Job Description

Shook, Hardy and Bacon offers a hybrid remote opportunity in Kansas City, MO for a Lead Financial Systems Developer. This role focuses on designing, developing, implementing, and integrating financial systems to support the firm’s finance and accounting functions. You will work on data integration and reporting using Power BI and SSRS, with SQL, SSIS/SSAS, Azure, and the .NET framework in a legal industry context. Collaboration with Financial and Pricing Analysts is a key aspect of delivering integrated data solutions in a team-oriented environment.

Responsibilities

Lead the research, design, development, implementation, and integration of financial systems to support the firm’s finance and accounting functions.
Architect, analyze, design, test, implement, troubleshoot and maintain new and existing financial applications.
Maintain balance and system coherency between Finance and Accounting applications and the existing IT infrastructure.
Understand the SQL table structures of the various Finance & Accounting software systems to develop reporting and ad hoc queries; primary data source is 3E.
Collaborate with Financial and Pricing Analysts to develop reports using Power BI and SSRS.
Deliver data integration by uniting data across legacy, new development, and purchased package environments tailored for the legal industry.
Study data sources by analyzing and identifying relationships among data objects.
Develop and modify SQL functions and stored procedures to extract, transform, and load data.
Demonstrate advanced understanding of SSAS and SSIS and training others in the reporting line.
Exercise appropriate discretion and sound judgment in the execution of duties.

Technologies

SQL Server
SSIS
SSAS
SSRS
Visual Studio
Power Platform
Azure Cloud
.NET Framework
Power BI
3E
Microsoft Office Suite

Requirements

Bachelor's degree (B.A.) from a four-year college or university in Information Systems or related discipline.
3+ years of experience with SQL Server.
3+ years of experience with SSIS.
3+ years of experience with SSAS.
3+ years of experience with SSRS.
3+ years of experience with Visual Studio.
3+ years of experience with Power Platform.
3+ years of experience with Azure Cloud.
3+ years of experience with .NET Framework.
Or equivalent combination of education and experience.
Knowledge of standard accounting policies and procedures and/or law firm operations is a plus.
Proficiency in Microsoft Office Suite including creating and utilizing spreadsheets as well as accounting system applications.
Must have advanced Excel spreadsheet experience.

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Senior Financial Advisor, Advisory Services

T. Rowe Price Owings Mills, MD

13d ago

$99k - $146k/yr Full time Senior Advisor Advisory

Senior Advisor Advisory

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Job Description

This senior advisory position focuses on delivering high quality financial guidance, strengthening client relationships, and expanding advisory capabilities within T. Rowe Price's retail Advisory Services. The role is onsite in Owings Mills, MD with a hybrid work arrangement available.

Responsibilities

Implements and develops advisory solutions for assigned clients and coordinates internal resources necessary to carry out solutions.
Prepares financial plans for pre-retirees and retirees, advising in asset allocation, spending and savings plans, Social Security strategies, and related areas.
Stays current on market events and serves as a Subject Matter Expert on various planning topics to educate advisory clients and prospects.
Contributes suggestions for program upgrades and may participate in the development of future enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education.
Identifies areas for improvement, evaluates existing policy, and partners with peers and management to propose changes.
May assist with development and implementation within the department.
Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and deepens client relationships through consultative, personalized support and recommendations.
Works directly with less experienced peers to determine the best approach to rectify a client's dissatisfaction.
Works with clients to determine their appetite for risk and how that aligns with different advice solutions, ensuring that implemented solutions are compliant; may resolve standard risk or compliance issues with guidance from more senior staff.
May have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating performance.

Requirements

Bachelor's degree or the equivalent combination of education and relevant experience, plus 5+ years of total relevant work experience
Previous success in building relationships, uncovering needs, and recommending solutions
Demonstrated organizational skills
Strong written and verbal communication skills
FINRA Series 7 and 66, or 63/65, licenses upon hire

Benefits

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Role Summary

T. Rowe Price is a recognized leader in asset management and retirement solutions, with advisory experts supporting investors in achieving goals and peace of mind. The firm draws on a long history of investment excellence and over 85 years of experience, seeking talented advisors to build on this legacy and meet growing demand for financial guidance. The organization is committed to helping investors retire with confidence by delivering high-quality financial advice. As an advisor, you will have the opportunity to shape the future of financial advice and nurture lasting client relationships, leveraging proprietary research and a strong reputation that have driven growth in recent years. Expanding the Advisory business is a strategic priority for the retail division, underscoring a commitment to broader client value. The environment supports collaboration and ongoing professional development for those focused on advancing their careers in this field.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Base salary ranges by location are as follows: $98,500 to $146,000 for Maryland, Colorado, Washington and remote workers; $98,500 to $146,000 for Washington, DC; and $98,500 to $146,000 for New York and California. Placement within the range is based on relevant experience and skills. Base salary is only one component of total compensation; employees may be eligible for a discretionary bonus determined by company and individual performance.

Commitment to Diversity, Equity, and Inclusion

T. Rowe Price views associates as its greatest asset and operates within a culture built on inclusion. The company fosters a work environment where associates can bring their best selves to work every day. A diverse, global workforce enables the organization to embrace new ideas and perspectives that advance business priorities and deliver strong client outcomes. Equal opportunity and fair, consistent treatment are fundamental to the organization’s approach.

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Director of Corporate Finance

HRT of TN LLC Nashville, TN

13d ago

Full time Finance Director Senior Accounting

Finance Director Senior Accounting

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Job Description

Join HRT of TN LLC in Nashville for a Director of Corporate Finance role that blends analytical rigor with strategic impact. This onsite position provides critical support to the First Vice President of Corporate Finance and the CFO, including updating the corporate model, delivering ad-hoc analyses, compiling Board materials and monthly presentations, and backing Capital Markets and Investor Relations.

Benefits

Health insurance
401k employer match
Paid parental leave

Responsibilities

Updating and improving the corporate model
Preparing ad-hoc financial analyses
Preparing Board materials and monthly presentations
Involved in, and support, Capital Markets and Investor Relations
Other ad-hoc analyses

Requirements

Minimum 5 years of experience in corporate finance, FP&A, or investment analysis
Bachelor's degree
Advanced financial modeling skills and strong proficiency in Excel
Experience in corporate finance, FP&A, or investment analysis
Deep understanding of REIT and real estate financial metrics, public company reporting requirements, and capital markets
Experience preparing Board and investor-facing materials
Knowledge of valuation, cost of capital, risk / return trade-offs and GAAP accounting concepts
Ability to produce in-depth peer company research
Interest and aptitude to utilize tech-enabled analytical tools
Ability to operate in a fast-paced, dynamic environment with high attention to detail
Expertise in Microsoft Excel and PowerPoint

Technologies

Microsoft Excel
Microsoft PowerPoint

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Financial Analyst / Finance Business Partner : Advisor

Jack Henry & Associates Allen, TX

13d ago

Full time Advisor Analyst Budgeting

Advisor Analyst Budgeting

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Job Description

Strategic Financial Analyst and Finance Business Partner supporting the Enterprise Technology unit at Jack Henry & Associates, based in Allen, TX with a hybrid work arrangement.

Responsibilities

Conducts highly sophisticated analyses of cash flow, operating results, and business plans to assess rates of return, capital and cash flow requirements, and related metrics.
Develops, interprets, and applies financial concepts for planning and control processes.
Collects, analyzes, prepares, and summarizes recommendations for financial plans, acquisition activity, trend-based future requirements, and operating forecasts.
Performs economic research and studies in areas such as returns, depreciation, working capital needs, investment opportunities, investment performance, and government impact.
Evaluates and analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, and financial statements.
Documents revenues and expected expenditures and prepares summary statements and documentation.
Serves as a consultant to management on financial policies, procedures, and applications.
Prepares special studies, analyses, and recommendations for budgets, business forecasts, financial plans, governmental requirements, and statistical reports.
May assist less experienced peers.
May act as a team leader.
May perform other job duties as assigned.

Requirements

Bachelor’s degree in Accounting, Finance, Economics or Business Administration.
Minimum 10 years of combined experience in strategic finance, P&L ownership, accounting, finance business partnering, finance operations, corporate finance, or FP&A, including annual budgeting, monthly forecasting, expense analysis, and management reporting.
Experience in FinTech/SaaS or technology organizations, or directly supporting a technical business unit.
Advanced MS Excel proficiency with the ability to build financial models.
Proven ability to plan, prioritize, and organize a diversified workload to meet tight deadlines.
Strong business acumen and a desire to deepen knowledge of the business and industry.
Ability to recommend process improvements to enhance efficiency and effectiveness.
Willingness to work extended hours, including late evenings or overtime as needed.
Ability to travel up to 5% for internal meetings, trainings, and professional conferences.

Technologies

MS Excel
OneStream
Power Query
Power BI

Why Jack Henry?

Jack Henry emphasizes doing the right thing, going the extra mile, and having fun, with a focus on supporting associates' physical, mental, and financial wellbeing through strong benefits programs.

Culture of Commitment

Employees describe an exceptional culture built on collaboration, resilience, and shared success, with a focus on meeting challenges and pursuing opportunities. Our Corporate Responsibility program reflects dedication to our people, customers, community, environment, and shareholders.

Equal Employment Opportunity

Jack Henry is an equal opportunity employer that values the unique contributions of all individuals. The company promotes inclusion across hiring, promotion, compensation, benefits, education, training, and other activities, and prohibits retaliation for good faith discrimination complaints or investigations.

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Financial Advisor

JJ Advisor Group Rapid City, SD Hybrid

14d ago

$50k - $70k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Licensed Financial Advisor role in Rapid City, SD with JJ Advisor Group, focusing on relationship management, client growth, and comprehensive financial planning and wealth management; relocation assistance provided.

Responsibilities

Prepare for client meetings with research and investment analysis, address problems, resolve issues, and deliver financial planning recommendations to meet client needs.
Provide premier service to current clients, ensuring high-quality support and responsiveness.
Develop effective working relationships with internal teams and external professionals to deliver coordinated client service.
Conduct and document communications with clients and prospects, preserving clear records of interactions.
Manage, organize, present data, and review performance on a weekly, monthly, and quarterly basis.
Attend client and team meetings, document notes, assign tasks, and follow up on action items.
Drive project progress and delegate tasks as needed to meet deadlines.
Assist in growing the firm’s new client relationships and contribute to business development efforts.

Requirements

Strong interpersonal and communication skills to engage with financial advisors, support staff, vendors, and Cambridge home office personnel on sensitive matters.
Thorough understanding of company policies, procedures, and applicable regulations.
Professional, courteous demeanor when working with advisors, administration, and clients in a deadline-driven environment.
Commitment to delivering a premier level of customer care in a calm, professional manner.
Ability to organize, manage, track, and complete multiple detailed tasks and assignments.
Solid analytical skills for researching and resolving problems.
Ability to work independently with minimal supervision.
Extensive documentation of all client communications.
Operate with high integrity, adhere to compliance rules, and avoid shortcuts.
Proficiency with Wealthport, eMoney, Redtail, Riskalyze, and Microsoft Office Suite.
Ability to build trust and lasting relationships with clients.

Education and Experience

Bachelor’s degree and at least two years of experience in the financial services industry, or an equivalent combination of experience, education, and/or training as approved by the firm.

Licenses and Certifications

FINRA Series 7, Series 65, and Life and Health licenses required, with a commitment to ongoing continuing education to maintain licensing.

Technologies

Wealthport
eMoney
Redtail
Riskalyze
Microsoft Office Suite

Compensation

Salary: USD 50,000 - 70,000 per year

Location

Rapid City, South Dakota (hybrid)

Benefits

Relocation assistance to Rapid City, South Dakota
Opportunity for future ownership in the company

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Entry-Level Financial Professional & Advisor

New York Life - Washington DC - Virginia- Maryland Bethesda, MD

14d ago

$100k+/yr Full time Advisor Bachelor's Degree Business Development

Advisor Bachelor's Degree Business Development

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Job Description

Join New York Life in Bethesda, MD, on an onsite basis, with a starting base of $100,000 per year and the potential for additional plan-based earnings. This entry-level path emphasizes structured training, access to advanced digital tools, and clear opportunities to specialize as you help clients plan for retirement and other financial goals. The culture centers on continuous learning, practical mentorship, and a collaborative team environment that supports your growth and community impact.

Benefits and growth opportunities

Training & Development: Access an industry-leading learning platform, personalized coaching from dedicated trainers, and opportunities to earn professional designations. The program provides subsidy during your first two full-time contract years to support training and career progression.
Digital tools: A robust suite of sales, prospecting, and marketing resources, plus expert support to help you attract and serve clients online and offline.
Products & Solutions: A broad portfolio including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC, with possibilities to specialize.
Human Guidance: Peer support through study groups, mentorship, and ongoing collaboration with fellow agents.
Compensation: Base earnings of $100,000 with additional earnings potential based on plan performance.

Responsibilities

Identify and engage new prospects, establishing trust as a trusted advisor for new clients.
Research and tailor financial strategies aligned with each client’s risk tolerance and objectives.
Educate clients on planning for the future to help them prepare for life events and uncertainties.
Foster relationships that support financial security for every family member or individual served.
Expand your network by participating in community and professional groups.
Aim to add about 50 new clients per year.
Collaborate with business owners on strategies for employee retention and succession planning.
Progress through the New York Life training curriculum to pursue specialized knowledge.
Assess clients’ life and financial needs to craft individualized plans using appropriate products and services.
Leverage marketing and social media tools to identify and pursue clients who can benefit from professional financial guidance.

Requirements

Growth mindset and commitment to lifelong learning.
Uncompromising integrity and strong communication skills.
Ability to network and prospect effectively for new clients.
Excellent calendar management and organizational skills.
Sales experience is strongly preferred.
Desire to make a positive impact and grow your career.
Ability to engage with your community and leverage personal networks.
Coachable and eager to learn is essential.
Valid life and health license preferred; assistance available to attain it.
Valid FINRA Series 6 or 7 and 63/66 preferred but not required.
Traits: competitive, business-minded, authentic, and self-disciplined.

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Financial Analyst - Biotechnology & Pharma

Confidential Fort Myers, FL

14d ago

$5,633+/mo Full time Analyst Biotech Pharma Biotechnology

Analyst Biotech Pharma Biotechnology

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Job Description

Our Fort Myers onsite team seeks a detail-oriented Financial Analyst to support trading and investment activities within the biotechnology and pharmaceutical sectors. The role centers on market analysis, financial modeling, and real-time decision-making in a fast-paced environment, with mentorship from seasoned professionals and clear pathways for professional growth.

Responsibilities

Help produce daily market summaries, performance reports, and investment dashboards
Perform technical and fundamental analyses on equities, ETFs, and other securities
Assist with trade execution and reconciliation under supervision
Maintain and update financial models and valuation tools
Compile research on sectors, companies, and macroeconomic trends
Collaborate with analysts and traders to identify investment opportunities
Ensure data accuracy across trading platforms and reporting systems

Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or related field (or working toward one)
Strong understanding of financial markets, trading concepts, and investment strategies
Proficiency in Excel
Familiarity with trading platforms is a plus
Analytical mindset with attention to detail and a proactive attitude
Ability to thrive in a high-pressure, time-sensitive environment
Exposure to portfolio management or equity research is a plus

Technologies

Excel

Benefits

Hands-on experience in trading and investment analysis
Mentorship from seasoned financial professionals
Opportunity to grow into a full-time analyst or trading role

Job Details

Location: Fort Myers, FL 33908 (onsite)
Employment Type: Full-Time / On-Site
Salary: USD 5,633.33 per month
Reports To: Senior Financial Analyst
Education: Bachelor’s degree in Finance, Economics, Accounting, or related field (or working toward one)
Work Location Type: In person