Top 61 entry level analyst Jobs in hartford ct

Associate Analyst
Gottfried & Somberg Wealth Management, LLC —Glastonbury, CT
- $65,000 - $75,000 a year
- Full-time
- Background check
- Research
- Office
- Health savings account
- Paid holidays
Quick Apply
Data Product Analyst
Deloitte —Hartford, CT
- $60,000 - $100,000 a year
- Full-time
- Computer Science
- SQL
- Analysis skills
5d
Board Certified Behavior Analyst (BCBA)
Kaleidoscope Education Solutions —Windsor, CT
- Full-time
- Microsoft Excel
- Management
- Working with individuals with disabilities
- Paid holidays
- Disability insurance
Quick Apply
2d
Board Certified Behavior Analyst - Springfield, MA
BlazerJobs —Springfield, MA
- $45.42 - $65.42 an hour
- Full-time
- Bilingual
- School experience
- Pass drug screening
Quick Apply
Board Certified Behavior Analyst (BCBA) | Willimantic, Connecticut
BlazerJobs —Willimantic, CT
- $43.50 - $63.50 an hour
- Contract
- School experience
- Mid-level
- Education
Quick Apply
14d
Analyst (Business Data Management)
The Nassau Companies of New York. —Hartford, CT
- $55,000 - $75,000 a year
- Online Application
- Hybrid work
- Computer science
- Computer Science
- Mid-level
Quick Apply
Corporate Strategy & Support Analyst
Virtus Investment Partners, Inc. —Hartford, CT
- $63,000 - $77,000 a year
- Full-time
- Office
- Finance
- Analysis skills
ServiceNow Business Analyst
Raytheon Technologies Corporate Headquarters —Hartford, CT
- $86,800 - $165,200 a year
- Full-time
- Remote
- Computer Science
- Mid-level
- Bachelor's degree
- Paid holidays
- Disability insurance
4d
Project Analyst, Oracle AMS Talent Module
Deloitte —Hartford, CT
- $53,300 - $105,000 a year
- Full-time
- Oracle
- Mid-level
- Bachelor's degree
4d
Healthcare Analyst
Connecticut Children's Medical Center —Hartford, CT
- Microsoft Outlook
- Mid-level
- Pediatrics
FP&A Analyst
CATIC —Rocky Hill, CT
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
Quick Apply
PT HRIS Analyst (Hartford)
CTTRANSIT —Hartford, CT
- $20 - $25 an hour
- Part-time
- Word processing
- Mid-level
- Office
- Disability insurance
- Health insurance
Crime Analyst
City of Springfield, MA —Springfield, MA
- $64,592.32 - $84,001.84 a year
- Full-time
- Word processing
- Mid-level
- Analysis skills
- Paid holidays
- Disability insurance
12d
Benefits Analyst
Lockton, Inc. —Hartford, CT
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Wellness program
- Health insurance
12d
Medical Bill Review Analyst I
CorVel Corporation —East Hartford, CT
- $16.94 - $23.42 an hour
- Full-time
- Hybrid work
- Customer service
- High school diploma or GED
- Data entry
- Health savings account
- Disability insurance
Quick Apply
5d
Hybrid Desktop Support Analyst
Helion Technologies Inc —Springfield, MA
- $20 - $25 an hour
- Full-time
- Hybrid work
- Mid-level
- Windows
- Driving
- Paid training
- Mileage reimbursement
Quick Apply
Associate Analyst, Load Settlement (Hybrid Schedule))
Eversource Energy Service Company —Berlin, CT
- $72,680 - $80,760 a year
- Full-time
- Hybrid work
- Computer Science
- Mid-level
- Office
2d
Population Health Analyst - Hybrid
Community Health Network of Connecticut, Inc. —Wallingford, CT
- $62,925 - $83,900 a year
- Full-time
- Mid-level
- Master's degree
- SQL
Quick Apply
1d
PCT Patent Analyst (Contract) - Computing/Electronics/Physics
Clarivate —Hartford, CT
- Part-time
- Remote
- Background check
- Computer Science
- Research
Epic Certified Hospital Billing Claims Analyst 5944595
Accenture —Hartford, CT
- $45 - $50 an hour
- Full-time
- Remote
- HIPAA
- Mid-level
- High school diploma or GED
- Disability insurance
- Health insurance

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entry level analyst jobs near hartford ct

Associate Analyst

Gottfried & Somberg Wealth Management, LLC -
Glastonbury, CT

Quick Apply

Job Details

Full-time
$65,000 - $75,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Trading
Employee relationship building
Series 7
Bachelor's degree
Financial services
Account management

Full Job Description

Job Overview

Gottfried & Somberg Wealth Management (“GSWM”) is an independent wealth advisory firm managing approximately $2.7 billion in client assets. We serve individuals, families, and business owners with comprehensive financial planning, investment management, and client service. We are seeking a motivated Associate Analyst to join our team in Glastonbury, Connecticut, and work closely with senior analysts and advisors to support our clients’ financial goals.

This is a full-time, onsite position responsible for providing wealth advisors with research, analysis, reporting and trading support. Candidates should have 1–2 years of relevant work experience in financial services, investment analysis, wealth management, or a related field.

RESPONSIBILITIES AND EXPECTATIONS

The Associate Analyst is responsible for providing outstanding financial planning and wealth management for existing and future clients. The Associate Analyst supports advisors throughout the financial planning process by gathering client data; creating financial reports; performing investment research and financial analysis, creating retirement income plans; executing trades; and handling the Model Management platform for clients.

Client & Planning Workflow

Gather statements provided by new and existing clients, and enter data into planning software
Initiate conference calls with new and existing clients and third-party companies to obtain data about current insurance policies, annuities and investment accounts or to execute an account transfer/rollover
Use MoneyGuidePro, other planning software and propriety spreadsheets to create financial statements and projections, run Monte Carlo analyses, and illustrate how to consolidate investments with our firm
Monitor and periodically update financial and retirement plans
Attend new and existing client meetings, take notes, create summary letters and perform necessary follow up.

Investment & Portfolio Management Workflow

Work with a team of two Senior Investment Analysts to support portfolio management
Conduct investment research as needed and generate accurate reports for meetings
Analyze investments using Morningstar®, Riskalyze and other tools
Source investment analysis and reports using COMMunity Link®, Morningstar, and third-party vendors
Perform quantitative and qualitative analysis with reliably sourced data
Research new products and services that will enhance client relationships or fulfill clients’ short- and long-term financial needs
Maintain model portfolios and manage client accounts within the Model Management platform
Gather, organize, and submit data for share class conversions

Professional Development & Compliance

Remain up to date on industry developments by reading trade journals and other publications, especially Barron’s
Attend teleconferences, educational events and seminars
Comply with all FINRA, SEC and Commonwealth regulations; satisfy continuing education requirements towards all licenses and certifications as needed

REQUIREMENTS

1–2 years of relevant work experience in financial services, investment analysis, wealth management, or a related field
Four-year degree from an accredited college or university
SIE, Series 7 and Series 63 licenses, or ability to obtain all required licenses within the first six months of hire
Ability to work onsite five days per week in Glastonbury, Connecticut

EXPECTATIONS:

Professional behavior according to the GSWM Employee Manual. Observe and honor GSWM core values of Integrity; Genuine Relationships; Excellence in All We Do; Continuous Self Improvement, Positivity, and Empathy.
Establish and maintain cooperative working relationships with the team. Work collaboratively to retain existing client base as well as grow client base.
Superb attention to detail.
Excellent time management and multi-tasking skills to manage multiple deadlines and complete projects with precision.
Possess a growth mindset and demonstrate initiative by being willing to take on new responsibilities, take charge of a responsibility without being asked, or make suggestions for improvements.
Remain up to date on industry developments. Regularly review our broker/dealer’s news items and technology updates.
Develop high-level understanding of roles and responsibilities of each office position.
Comply with all SEC and broker/dealer regulations; satisfy continuing education requirements.

Pay: $65,000.00 - $75,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Health savings account
Paid holidays
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

entry level analyst jobs in hartford ct

Associate Analyst

Data Product Analyst

Board Certified Behavior Analyst (BCBA)

Board Certified Behavior Analyst - Springfield, MA

Board Certified Behavior Analyst (BCBA) | Willimantic, Connecticut

Analyst (Business Data Management)

Corporate Strategy & Support Analyst

ServiceNow Business Analyst

Project Analyst, Oracle AMS Talent Module

Healthcare Analyst

FP&A Analyst

PT HRIS Analyst (Hartford)

Crime Analyst

Benefits Analyst

Medical Bill Review Analyst I

Hybrid Desktop Support Analyst

Associate Analyst, Load Settlement (Hybrid Schedule))

Population Health Analyst - Hybrid

PCT Patent Analyst (Contract) - Computing/Electronics/Physics

Epic Certified Hospital Billing Claims Analyst 5944595

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