Market Access

Market Access Finance Jobs

27 jobs found

Investment Analyst

Vaco by Highspring Raleigh, NC Hybrid

9d ago

$100k - $120k/yr Full time Python Analyst Cash Flow

Python Analyst Cash Flow

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Job Description

This Investment Analyst role, based in Raleigh, NC with hybrid remote options at Vaco by Highspring, centers on real assets in private markets. It combines underwriting modeling with applied AI and automation to build tools that enhance efficiency and accelerate investment decision making.

Responsibilities

Build and maintain underwriting models, including IRR and MOIC analysis, cash flow projections, and scenario and sensitivity analysis
Support investment committee preparation by organizing data, drafting exhibits, and formatting underwriting packages
Conduct market and comparable transaction research to support investment decisions
Maintain portfolio performance models each reporting cycle and ensure accuracy of key metrics and asset-level data
Assist with due diligence workstreams and summarize findings for senior leadership
Identify recurring manual workflows and design automation solutions that reduce cycle time and improve reliability
Build and maintain automated templates for reporting, portfolio summaries, and dashboards
Use AI tools as a daily driver (not experimentation) for analysis, drafting, synthesis, and process acceleration, with sound judgment and human review
Develop lightweight data pipelines and scripts (Python preferred) to clean, transform, and reconcile data for modeling and reporting
Leverage low-code automation tools (Zapier, Make, Notion automations, or similar) where appropriate to connect systems and eliminate repetitive tasks
Document tools and workflows, maintain version control, and ensure solutions are transferable across the team
Pull, clean, and validate operational and financial data from internal systems each cycle
Maintain performance trackers, portfolio summaries, and valuation schedules
Flag anomalies early and escalate before data reaches leadership or external outputs
Support asset-level monitoring by tracking key operating metrics and performance drivers
Monitor market conditions and transaction activity and summarize findings for the investments team
Build and maintain a comparable transactions database for underwriting benchmarking
Conduct targeted research on geographies, operators, and asset characteristics as requested

Requirements

Undergraduate degree required; finance, economics, data science, computer science, or other quantitative backgrounds are preferred
1 to 7 years of experience; investment banking, private equity, real assets, or highly analytical roles are strongly preferred
Demonstrated financial modeling proficiency: DCF, IRR and MOIC, scenario analysis, sensitivity tables, and clean model hygiene
Strong applied AI capability, using tools like Claude, ChatGPT, or similar as a working tool to improve speed and quality
Python or scripting ability sufficient to automate reporting workflows and build repeatable data processes
Advanced Excel skills, including structured modeling, pivot tables, and strong file organization
Strong communication skills and ability to translate analysis into clear takeaways
High attention to detail, strong ownership mindset, and ability to work independently
Comfortable with fast feedback loops, high expectations, and prioritizing what matters most

Technologies

Python
Claude
ChatGPT
Zapier
Make
Notion automations
Excel
Power BI
NetSuite

Benefits

Discretionary bonuses
Medical, dental, and vision benefits
401(k) retirement plan

Nice to Have

Experience with planning and reporting tools or dashboards (Power BI or similar)
Familiarity with accounting or ERP data and extracting data for analysis (NetSuite or similar)
Interest in real assets, agriculture, commodities, or operationally complex investment strategies
Exposure to low-code automation tools and basic API concepts

Software and Tools

Excel and Power BI
ERP and finance systems such as NetSuite and similar tools
AI tools such as Claude, ChatGPT, or equivalent
Optional: Python and low-code automation tools

Pay Transparency Notice

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.

Privacy Notice

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.

Virginia residents may access our state specific policies here.

Residents of all other states may access our policies here.

Canadian residents may access our policies in English here and in French here.

Residents of countries governed by GDPR may access our policies here.

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Lead Wealth Advisor

Hapanowicz Financial Pittsburgh, PA

11d ago

$115k - $200k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Hapanowicz Financial offers a comprehensive benefits package for a Lead Wealth Advisor in Pittsburgh, onsite. This role centers on delivering personalized financial guidance, ongoing advisory services, and holistic planning for individuals and families.

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tution reimbursement
Vision insurance

Position overview

Lead wealth advisor delivering personalized financial guidance and ongoing advisory services to clients, focusing on comprehensive financial planning, investment strategy, and tax planning.

Responsibilities

Create tailored financial plans that align with clients' short-term and long-term goals.
Advise on investment options based on clients' objectives and risk tolerance.
Regularly monitor client portfolios and adjust holdings to stay aligned with goals and market conditions.
Guide retirement, estate, tax, and education planning by assessing needs and proposing solutions.
Schedule and conduct periodic meetings to review plans and client circumstances.
Explain complex financial concepts in accessible terms to help clients make informed decisions.
Maintain current knowledge of regulations and ensure client interactions and transactions comply with legal requirements.
Coordinate with tax advisors, estate planners, and other professionals to provide comprehensive advice.
Address client questions and concerns promptly with accurate information.

Requirements

In-depth knowledge of financial planning, investment strategies, retirement planning, tax laws, and estate planning.
Strong analytical abilities to analyze financial data, assess risk, and develop effective strategies.
Excellent verbal and written communication skills to clearly convey complex concepts.
Strong interpersonal skills to build trust and rapport with clients and understand their goals.
Thorough understanding of relevant financial regulations and compliance requirements.
Problem-solving skills to identify issues and develop tailored solutions for unique situations.
Familiarity with financial planning software, investment platforms, and technology tools to enhance efficiency and service quality.

Compensation

USD 115,000 - 200,000 per year

Job type

Full-time

Location

Pittsburgh, PA 15220 (Onsite, In person)

Relocation

Relocate with an employer provided relocation package (Required)

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Associate Financial Advisor

NettWorth Financial Group Cumming, GA

11d ago

$70k - $90k/yr Full time Advisor Associate Client Relations

Advisor Associate Client Relations

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Job Description

Join NettWorth Financial Group in Cumming, GA for a mentor-led, full-time role designed to support your growth as a financial advisor. You will service a client book, contribute to comprehensive financial planning, oversee portfolio alignment with client goals, and participate in business development, all within a collaborative environment that provides strong administrative and marketing support. This onsite position offers access to the firm’s longstanding brand presence and a robust toolkit for client illustrations and reporting.

Benefits

Existing clients and prospective clients
Top-notch administrative support
Marketing support
Name and brand recognition of the firm due to its tenure and community presence
The equipment and software you need for illustrations and reports

Compensation

Pay: USD 70,000 - 90,000 per year

Professional Growth

Training with a commitment to ongoing education to expand knowledge of financial products and services in changing market conditions
Grow a financial practice through effective prospecting, referrals, and developing new client relationships within target markets
Develop selling skills, deepen subject matter expertise, and enhance sales capabilities
Opportunity to obtain recognized professional designations as a sign of excellence
Entrepreneurial mindset with a strong work ethic and a focus on helping clients achieve financial confidence

Responsibilities

Service the Senior Advisor’s book of business
Lead client review meetings and manage multiple client relationships
Oversee and monitor portfolios to ensure alignment with goals
Provide market quotes, place orders, rebalance accounts as directed
Prepare financial plans and investment recommendations under supervision
Analyze financial statements, perform calculations, and run illustrations
Research and resolve client service issues as needed
Calendar management for scheduling meetings, conference calls, confirmations, and materials
Maintain accurate client information in proprietary systems and CRM
Draft written and electronic correspondence as needed
Process cashiering and asset movement requests such as distributions, wires, and checks
Generate referrals and cultivate new client and professional relationships
Provide office administrative support as needed
Manage new client onboarding, including paperwork, account opening, and communication
Perform other duties as assigned

Requirements

Industry and product knowledge
Strong customer relationship skills, service orientation, data entry accuracy, confidentiality, problem resolution, and MS Office proficiency (Word, Excel, Outlook)
Experience with CRMs such as Redtail
Experience with virtual meeting applications such as Go To Webinar and Zoom
Excellent oral and written communication skills
Energetic and outgoing personality with strong interpersonal abilities
Excellent organizational, time management, and multitasking skills
Detail-oriented, organized, and capable of multitasking in a fast-paced environment
Ability to work some evenings and weekends depending on event schedule
Ability to work independently and under pressure
Professional attitude, demeanor, and appearance

Education and Experience

Bachelor’s degree required
Minimum four years of experience in the financial services industry or an equivalent combination of experience, education, and/or training as approved by the firm
Client service and relationship management experience required

Licenses and Certifications

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

Location and Work Arrangement

Location: Cumming, GA 30040; Onsite / In person

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Financial Planning Associate

Lake Growth Financial Services Saint Charles, IL

11d ago

$60k - $100k/yr Full time Marketing Associate Business Development

Marketing Associate Business Development

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Job Description

On site in Saint Charles, IL, Lake Growth Financial Services offers an in office path to financial planning expertise. You will learn under CERTIFIED FINANCIAL PLANNER mentoring while delivering financial strategies to more than 1,400 clients, with a potential route to CFP designation.

Benefits

Flexible schedule
Life insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement

Responsibilities

Develop and sustain strong client relationships through attentive listening
Lead client interviews and conduct six month reviews
Maintain a professional appearance in business casual attire
Apply coaching to support clients in areas such as plan design, sales process improvements, marketing, and retention
Stay informed on industry trends and developments impacting the business
Plan daily and weekly activities to prioritize core tasks and meet benchmarks
Deliver work with accuracy, clarity, organization, and attention to detail
Prepare and present financial solutions for clients in person or virtually
Reach out to providers to clarify, move business, and troubleshoot as needed
Provide service for new and existing clients as required
Collaborate with team members through regular meetings

Requirements

Bachelor’s degree (higher is preferred but not required)
Proficiency with Zoom, DocuSign, spreadsheets, word processing, PDF editing software, VOIP, digital file services, and database entry
Strong written and verbal English communication skills
High level of confidentiality and integrity; protect client privacy in line with guidelines
Excellent customer service capabilities
Highly organized with a system to manage workflow and deliverables
Active Life & Health Insurance License or ability to obtain
CERTIFIED FINANCIAL PLANNER designation or ability to obtain
Ability to be contracted with multiple carriers (requires solid financial status and clean credit)
Within a 30 minute commute to the Fox Valley office in St. Charles, IL
Valid Illinois driver’s license and access to a working car
Lake Growth recognizes unique strengths and may tailor roles to fit individual talents

Technologies we use

Zoom
DocuSign
Spreadsheets
Word processing
PDF editing software
VOIP software
Digital file services
Database entry skills

Compensation

This is a full time exempt role with a competitive pay package and eligibility for bonuses. Federal holidays are paid, along with paid time off, and the plan includes health benefits. In the first year, the base salary starts at $5,000 per month, with commissions added after licensing, training, and new business writing. The compensation structure is production based with tiered growth and clear pathways for higher earnings.

Year 1 earnings sit in the mid five figures, with licensing, training, and new business activity opening the door to six figures in Year 2 and additional income opportunities thereafter.

What you can Expect

A one year training program to learn the business and define the next career steps, with ongoing training as needed
Office space for meetings, a workstation, computer, additional tech, office supplies, and support
Regular touchpoints for training, updates, questions, and clarification
Direct access to a network of seasoned Financial Planning Associates and peers sharing best practices
Mastermind access to hundreds of financial planners, CPAs, and insurance agents nationwide, including webinars and workshops
Quarterly progress reviews with leadership
Opportunities for growth within a developing business framework

What We Expect

Consistent punctuality and a strong drive for success in financial services
Humility, teachability, conscientiousness, integrity, and a readiness to tackle challenging tasks
Professionalism, excellent customer service, clear communication, perseverance, and diligence
Respect for clients and colleagues in all interactions
Self direction with the ability to manage daily tasks with minimal supervision
Commitment to compliance and operating with integrity in every facet of the business
A quiet, professional work environment and reliable access to mobile and video conferencing
Willingness to attend both in person and virtual meetings

Ideal Candidate Qualities

Accountability: see it, own it, solve it, do it
Solution orientation: contribute to solutions while respecting others
Proactive posture: act now and seek what else can be done
Growth mindset: seek coaching and opportunities to improve
Personal ownership: take pride in work and pursue effective, meaningful results

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Financial Professional/Fast Track to Management

New York Life Insurance Company Horsham, PA

14d ago

$100k - $250k/yr Full time MBA Advisor Business Development

MBA Advisor Business Development

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Job Description

The Fast Track to Management program at New York Life Insurance Company accelerates high-potential financial professionals into leadership roles through client-focused planning that encompasses insurance, retirement, and investment strategies.

Responsibilities

Build and maintain long-term client relationships, guiding them through financial planning, insurance, retirement, and investment strategies.
Conduct comprehensive financial needs analyses and craft customized solutions aligned with client goals.
Grow the client base through networking, referrals, and community engagement.
Continuously expand knowledge of financial products and current market trends.
Mentor and guide junior financial professionals as part of the management track.
Meet sales goals and performance metrics required for consideration on the management track.
Participate in professional development and leadership training initiatives.

Requirements

Bachelor's degree preferred; advanced degrees or certifications (e.g., MBA, CFP, ChFC) are a plus.
Proven success in sales, finance, management, or related fields.
Strong interpersonal and communication skills.
Goal-oriented with the ability to thrive in a performance-based environment.
Prior leadership experience or clear leadership potential.
Life and Health Insurance licenses or willingness to obtain.
Series 6/7 and 63/66 FINRA registrations or willingness to obtain.

Ideal Candidate Attributes

Entrepreneurial mindset with the drive to build a business and a team.
Self-disciplined and organized with a strong work ethic.
Passion for leadership, mentorship, and personal development.
Integrity and commitment to delivering exceptional client service.
Bilingual candidates are encouraged to apply.

Fast Track to Management

A structured path to a management role within 24 months.
Access to leadership development training and resources.
Opportunity to recruit, train, and lead a team of financial professionals.

Compensation and Benefits

Competitive base pay with commission-based earnings.
Medical, dental, and vision benefits.
401(k) and pension plan.
Expense allowances.
Professional development support.

Benefits

Flexible schedule.
Health insurance.
Paid time off.
Parental leave.
Tuition reimbursement.
Vision insurance.
Dental insurance.
401(k) matching.

Ability to Commute

On-site in Horsham, PA 19044 is required.

Work Location

In person

Job Type

Full-time

Pay

Salary: USD 100,000 - 250,000 per year

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Business Intelligence Analyst - Consumer Finance

Medical Air Services Association Fort Lauderdale, FL Remote

14d ago

Full time Marketing Analyst Budgeting

Marketing Analyst Budgeting

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Job Description

This full-time remote role places you within MASA's Consumer Finance division as the analytics owner, driving data-informed decisions, supporting FP&A and operational analysis, and building dashboards and models to support strategic initiatives.

Location

Remote role based in the Fort Lauderdale, Florida area.

Responsibilities

Own end-to-end financial analytics for the Consumer division, guiding scope, modeling, analysis, and delivery.
Develop and maintain complex financial and operational models, primarily in Excel, serving as the foundation for decision-making.
Develop sales and marketing forecasts, including volume, conversion, and unit economics assumptions.
Design and maintain automated dashboards and reporting pipelines, with increasing use of Power BI.
Drive the annual budgeting process and establish trackable frameworks to measure performance throughout the year.
Lead monthly forecasting and variance analysis, delivering clear, actionable commentary for leadership.
Translate complex analyses into concise, executive-ready insights and recommendations.

Requirements

Bachelor’s degree in Finance, Economics, Business Analytics, or a related field.
At least 3 years of experience in financial analysis, FP&A, or business intelligence/data analytics.
Strong Excel skills (modeling, pivot tables, charts, variance analysis) and experience with Power BI.
Excellent communication skills and the ability to tell clear, compelling data stories for senior audiences.
A proactive, self-motivated approach with a track record of ownership and driving growth.
Bonus points for experience with budgeting/forecasting software, sales pipeline forecasting in consumer products or insurance/benefits, or advanced credentials (MBA, CFA, CPA).

Technologies

Excel
Power BI

Benefits

Competitive base salary, bonuses, and comprehensive benefits including medical, dental, and vision insurance with highly rated carriers; a 401(k) program with company match; paid time off; company-paid short-term disability, long-term disability, and basic life insurance; and a free MASA membership.
A professional and friendly culture that supports the mission to protect families with compassion when others don’t.
Opportunity to apply your expertise and make a lasting impact on MASA's growth and success.

About Us

MASA has led emergency medical transportation insurance since 1974. We are a close-knit team dedicated to protecting families with compassion when others don’t. Our professional yet collaborative culture fosters innovation and a clear mission while supporting a growing base of more than 2 million members across the United States and the Caribbean. Learn more at https://www.masaaccess.com

Why you will love this opportunity

You will own a critical area of the business with direct visibility into decision making and the ability to influence outcomes, not merely report on them. The role offers autonomy, trust, and the chance to collaborate as an analytics partner within a mission driven organization.

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J.P. Morgan Wealth Management – Private Client Advisor- Grand Rapids, MI and Surrounding Areas

JPMorganChase Grand Rapids, MI

15d ago

Full time Advisor Areas Banking

Advisor Areas Banking

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Job Description

A Private Client Advisor within Chase Wealth Management delivers comprehensive financial planning and personalized investment guidance to individuals and families, building a book of business through digital channels.

Responsibilities

Support teammates and the bank's goals while fostering a culture that values diversity and inclusion.
Develop and manage a client book, delivering tailored investment solutions through leadership and relationship-building, with a consistent focus on relationship management rather than portfolio management.
Demonstrate a deep understanding of financial markets and sound business judgment.
Uphold unwavering integrity, doing what is right for clients at every opportunity.
Educate clients on the technology and channels available to monitor, maintain, and access their investments.
Provide a holistic view of client needs and extend financial coaching beyond investments.
Embrace digital innovations to help clients bank when, where, and how they want, increasing digital confidence.

Requirements

Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
Proven success in client acquisition, cultivating and maintaining client relationships, and collaborating with key partners.
Demonstrated ability and commitment to goals-based planning and advice.
Valid and active Series 7 license.
Valid and active Series 66 (63/65) license required or must be obtained within 60 days of starting in the role as a condition of employment.
Valid and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in the role as a condition of employment.
Location: Grand Rapids, MI (onsite).

Benefits

Base salary determined by the role, experience, skills, and location.
Commission-based pay and discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements and contributions.
Comprehensive health care coverage.
On-site health and wellness centers.
Retirement savings plan.
Backup childcare.
Tuition reimbursement.
Mental health support.
Financial coaching.

Investment and Insurance Products are

Not FDIC insured
Not insured by any federal government agency
Not a deposit or other obligation of, or guaranteed by, JPMORGAN CHASE BANK, N.A. or any of its affiliates
Subject to investment risks, including possible loss of the principal amount invested