Top 35137 Qualifications Analyst Jobs

Investment Analyst - Family Office
Midas Wealth —New York, NY
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Software Engineer Analyst - AI Trainer
DataAnnotation —Hicksville, NY
- $50 - $100 an hour
- Part-time
- Remote
- Writing skills
- English
- Mid-level
- Flexible schedule
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Data Analyst
Emergent Staffing —Minneapolis, MN
- $45 - $55 an hour
- Full-time
- Mid-level
- Office
- SQL
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Systems Analyst II Certified in Epic Grand Central
Mercy Medical Center —Baltimore, MD
- $35.26 - $63.47 an hour
- Full-time
- Hospital
- Bachelor of Science
- Mid-level
- 403(b) matching
- Paid holidays
Epic Resolute HB/PB Analyst
Mercy Medical Center —Baltimore, MD
- $38.58 - $69.44 an hour
- Full-time
- Hybrid work
- Hospital
- Bachelor of Science
- Mid-level
- 403(b) matching
- Paid holidays
Entry Level Business Analyst
ALCglobalSoftware —Remote
- $63,812.09 - $76,848.97 a year
- Full-time
- Remote
- Microsoft Excel
- No background check
- Business Administration
- Health savings account
- Health insurance
Quick Apply
Healthcare Analyst II
Cohere Health —Remote
- $85,000 - $92,000 a year
- Remote
- Mid-level
- SQL
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Reporting Analyst
Elevate Patient Financial Solutions —Remote
- $65,000 - $85,000 a year
- Full-time
- Remote
- Mid-level
- SQL
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance
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Sunquest LIS Analyst
ClinDCast LLC —Roslindale, MA
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Bachelor's degree
- Work from home
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Science, Technology & Weapons Analyst
Central Intelligence Agency —Washington, DC
- $116,066 - $158,322 a year
- Full-time
- Computer Science
- Writing skills
- Research
- Health insurance
- Dental insurance
Cyber Threat Analyst
Central Intelligence Agency —Washington, DC
- $63,307 - $156,755 a year
- Full-time
- Computer Science
- Writing skills
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Entry Level Business Data Analyst
SoftAppDesigns —Remote
- $80,000 - $85,000 a year
- Full-time
- Computer Science
- No background check
- Finance
- Health savings account
- Health insurance
Quick Apply
Associate Analyst
Truveris —Wilmington, DE
- $65,000 - $70,000 a year
- Remote
- Mid-level
- Finance
- SQL
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Operations Analyst
Ironclad Environmental Solutions —Remote
- Remote
- ERP systems
- Mid-level
- 3 years
- Opportunities for advancement
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Renewable Energy Analyst
Handshake AI —Remote
- $80 an hour
- Part-time
- Remote
- Research
- Mid-level
- Analysis skills
Data Analyst
QuinStreet —Foster City, CA
- $85,000 - $100,000 a year
- Remote
- Mid-level
- SQL
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
Business Intelligence Analyst I
Teachers Federal Credit Union —Hauppauge, NY
- $65,250 - $78,250 a year
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Dental insurance
- Tuition reimbursement
Quick Apply
Catalog Analyst (Contract)
Cielo Projects —Remote
- Full-time
- Mid-level
- Office
- Typing
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Operations and Logistics Data Analyst
Comfrt —Remote
- Full-time
- Mid-level
- 3 years
- SQL
- Health insurance
- Paid time off
Quick Apply
Business Analyst I
CorVel Corporation —Downers Grove, IL
- $60,932 - $91,106 a year
- Full-time
- Remote
- Microsoft Outlook
- Mid-level
- Analysis skills
- Health savings account
- Disability insurance
Quick Apply

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Investment Analyst - Family Office

Midas Wealth
New York, NY

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Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Customer communication
Series 7
Bachelor's degree
Data management
Attention to detail
Financial product expertise
Organizational skills
Data-driven problem-solving
Computer skills
Financial markets knowledge
Excel data analysis

Full Job Description

Job Summary:
The Investment Analyst will support the family office’s investment and advisory functions by analyzing portfolio performance, reviewing account activity, and preparing materials for client meetings. This role requires strong attention to detail, analytical skills, and the ability to translate complex financial information into clear, actionable insights for both internal stakeholders and clients.

Key Responsibilities:

Portfolio & Account Analysis

Review and analyze client account statements, performance reports, and holdings across asset classes
Monitor portfolio allocations and identify variances from target strategies
Evaluate investment performance relative to benchmarks and stated objectives

Investment Recommendations

Identify opportunities to rebalance portfolios or make allocation adjustments, as appropriate
Provide recommendations based on market trends, performance data, and client objectives
Collaborate with senior advisors and investment team members on strategy implementation

Client Meeting Preparation

Prepare client‑ready reports, presentations, and supporting materials
Summarize portfolio performance, key changes, and strategic recommendations in a clear, concise manner
Assist in developing meeting agendas and follow‑up action items

Data Management & Reporting

Maintain accurate records of portfolio activity and client holdings
Support ad hoc analysis and reporting requests from advisors and clients
Ensure data integrity across reporting systems and platforms

Required Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or a related field
1–3+ years of experience in investment analysis, wealth management, or a related role
Strong proficiency in Excel and financial analysis tools
Working knowledge of financial markets, asset allocation, and investment products

Preferred Qualifications

Series 7 license preferred
Progress toward or interest in pursuing CFA or other relevant professional designations
Experience working in a family office, wealth management firm, or investment advisory environment

Skills & Competencies

Strong analytical and problem‑solving skills
High level of attention to detail and accuracy
Ability to synthesize complex data into clear, actionable insights
Excellent written and verbal communication skills
Strong organizational skills with the ability to manage multiple priorities

Compensation & Benefits

We offer a competitive compensation package commensurate with experience, including:

Base salary range: $70,000 – $90,000 annually (depending on experience and credentials)
Performance-based bonus eligibility
Comprehensive health, dental, and vision insurance
401(k) plan with company match
Paid professional development and licensing support
Generous PTO and flexible work arrangements

Equal Opportunity Employer

We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: Hybrid remote in New York, NY 10004

Quick Apply

Refine Your Search

Qualifications Analyst jobs

Investment Analyst - Family Office

Software Engineer Analyst - AI Trainer

Data Analyst

Systems Analyst II Certified in Epic Grand Central

Epic Resolute HB/PB Analyst

Entry Level Business Analyst

Healthcare Analyst II

Reporting Analyst

Sunquest LIS Analyst

Science, Technology & Weapons Analyst

Cyber Threat Analyst

Entry Level Business Data Analyst

Associate Analyst

Operations Analyst

Renewable Energy Analyst

Data Analyst

Business Intelligence Analyst I

Catalog Analyst (Contract)

Operations and Logistics Data Analyst

Business Analyst I

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