Investment analyst jobs in Levittown, New YorkCreate job alerts

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Key Responsibilities** - Develop detailed investment theses across equities or asset classes - Perform advanced financial modeling and valuation analysis - Critically assess AI-generated research outputs and recommendations - Identify gaps in reasoning, assumptions, and risk evaluation - Contribute

Key Responsibilities** - Conduct equity and macroeconomic research across sectors - Build and interpret financial models (DCF, comps, scenario analysis) - Analyze earnings reports, filings, and market data - Assist in generating investment theses and risk assessments - Evaluate AI-generated outputs

Job Description This is an on-site position located in Roslyn, NY Position Summary: The Senior Financial Analyst, FP&A will serve as a key finance partner responsible for budgeting, forecasting, variance analysis, management reporting, and decision-support analysis for the Finance department. This experienced individual contributor will own recurring FP&A processes, build repeatable models and reporting packages, and provide executive-ready insights that support leadership decisions. The ideal candidate has experience in FP&A, accounting, corporate finance, insurance finance, or regulated financial services and possesses strong financial modeling, analytical judgment, and communication skills. This role requires the ability to translate financial results into concise business recommendations and partner effectively with Finance and cross-functional leaders. Essential Duties & Responsibilities: Financial Planning & Forecasting • Own and maintain annual budget and rolling forecast models, including assumptions, templates, timelines, and version control., • Build and manage the FP&A calendar, department input process, review cadence, and approval timeline., • Partner with department leaders to collect inputs, validate assumptions, challenge trends, and explain business drivers., • Develop scenarios and sensitivities for premium, expense, claims/loss, cash-flow, investment, and operational drivers as applicable., • Support cash-flow forecasting and liquidity analysis in partnership with Treasury and Finance leadership., • Support long-range planning, staffing analysis, and strategic initiatives with accurate and timely financial analysis. Management Reporting & Variance Analysis • Prepare the monthly financial performance package for Finance leadership and executive review., • Analyze actual results versus budget, forecast, and prior periods; identify key risks, opportunities, and business drivers., • Develop KPIs, dashboards, and recurring reports aligned with Finance and executive leadership needs., • Convert financial results into concise narratives, takeaways, and recommendations for management, executive, and board materials. Business Partnership, Process & Controls • Serve as a finance partner to department leaders, helping them understand spend, performance, and forecast implications., • Coordinate with the Financial Reporting team to align actuals, close timing, accruals, and variance explanations., • Improve FP&A models, templates, reporting packages, documentation, and version-control discipline to increase repeatability., • Maintain a clear audit trail of assumptions, data sources, inputs, revisions, approvals, and management reporting support. Education & Qualifications: • Bachelor's degree in Finance, Accounting, Economics, Business, or related field., • 4-7 years of experience in FP&A, accounting, corporate finance, insurance finance, or regulated financial services., • Advanced Microsoft Excel financial modeling skills and strong PowerPoint / executive presentation ability., • Demonstrated experience with budgeting, forecasting, monthly close, accruals, reporting packages, and variance analysis., • Solid understanding of financial statements, general ledger data, and Finance/Accounting workflows., • Ability to analyze large data sets, validate results, and communicate insights clearly to Finance and non-finance stakeholders., • Excellent written and verbal communication skills with a focus on clarity, business partnership, and executive-level summarization. Preferred Attributes • Insurance, reinsurance, premium, claims/loss, cash-flow, investment reporting, or regulated financial services exposure., • Experience with Power BI, SQL, data visualization tools, ERP/financial reporting systems, or process automation., • CPA, CFA, MBA, or progress toward a relevant certification preferred., • Detail-oriented with strong analytical judgment, problem-solving skills, ownership, and comfort working in a lean Finance team. The actual compensation for this position will be determined by experience and other factors permitted by law.

Job Description Financial Operations Analyst Farmingdale, NY Job Summary We are seeking a motivated and analytical Financial & Operations Analyst to support reporting, business performance analysis, operational insights, and strategic initiatives within a growing Medical Equipment company. This individual will work directly with company leadership to help drive data-informed decision-making across sales, operations, finance, and overall business performance. The ideal candidate is highly detail-oriented, comfortable working with data, and eager to contribute in a fast-paced entrepreneurial environment. This role offers strong exposure to business strategy, operational analytics, financial reporting, and executive-level decision support. Key Responsibilities • Prepare weekly, monthly, and quarterly business performance reports and dashboards., • Analyze sales, operational, financial, and inventory data to identify trends, risks, and growth opportunities., • Develop and maintain KPIs, management reports, and executive presentations., • Support strategic planning, forecasting, budgeting, and business analysis initiatives., • Monitor revenue performance, margins, inventory levels, and operational efficiency metrics., • Conduct market, industry, and competitor research within the healthcare and medical equipment sectors., • Assist leadership with reporting and analysis related to business growth and operational performance., • Collaborate with finance, sales, operations, and vendor teams to collect, validate, and analyze data., • Identify opportunities to improve reporting processes, workflow efficiency, and data automation., • Support ad hoc projects and analytical initiatives for senior management. Qualifications • Bachelor's degree in business, Finance, Economics, Accounting, Healthcare Management, or related field., • 3 years of experience in business analysis, Private Equity or Investment Banking experience a must., • Strong analytical, problem-solving, and organizational skills., • Advanced proficiency in Microsoft Excel and PowerPoint., • Ability to interpret data and communicate actionable business insights., • Strong attention to detail and ability to manage confidential information., • Excellent communication skills with the ability to work cross-functionally. Preferred Qualifications • Experience or interest in healthcare, medical equipment, distribution, or related industries., • Familiarity with Power BI, Tableau, SQL, or reporting automation tools., • Understanding of business KPIs, financial metrics, and operational reporting., • Experience supporting leadership teams with reporting and strategic analysis., • Comfortable working in a fast-growing entrepreneurial business environment.

Apex has an opportunity for a Project Analyst role in the Waltham, MA area. The Project Analyst is accountable to perform a wide range of functions which will include, but not be limited to, the following:. Must have recent Project Analyst experience with a focus on Investment and Project/Portfolio

The Analyst, Corporate & Investment Banking Global Trade & Working Capital Sales supports the senior Trade Finance bankers.

The Analyst, Corporate Banking plays a key role in building relationships with our highest value clients and are tasked with delivering an exceptional customer experience designed to retain and grow our top customers.

Experienced Analysts will be expected to immediately contribute and lead multiple live deals and contribute to our rapid growth and success as we build a top-tier investment banking franchise. CCM is actively recruiting an Analyst to join our investment banking team. We are looking for an outstandin

The Investment Operations Analyst will be responsible for building and overseeing the investment operations infrastructure that supports the family’s portfolio across public and private investments, including complex, multi-entity structures spanning partnerships, trusts, and related investment ve

The Investment Analyst will focus on new investment analysis, portfolio monitoring across direct, fund and public positions, and development of an AI-native reporting and analytics infrastructure. The Investment Analyst will gain deep exposure to private and public FinTech and AI investing, portfoli

We are currently seeking candidates for an Investment Operations Analyst opportunity at a highly successful Investment Management firm located in New York, NY. Investment Operations Analyst. This is an entry-level position, providing an excellent opportunity to gain hands-on back-middle office e

Santander Corporate & Investment Banking is seeking an Analyst to support the Structured Finance business with a focus on strategy, business development support, market intelligence, and transaction analytics. The Analyst will partner with senior originators and product team members to help drive pi

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Data Entry experience not required.Remote Work From Home Data Entry Clerk - Part Time Market Research Panelists Our company is seeking individual

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Our clients are Full-service Construction Management Companies and nationally based Industrial and Commercial Contractor.Industrial, Multifamily, Commercial, and Institutional.Civil Infrastructure, Commercial Buildings and Environmental Services.Their primary function is to manage projects from pre-

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Data Entry experience not required.Remote Work From Home Data Entry Clerk - Part Time Market Research Panelists Our company is seeking individual

Join a leading moving and relocation company delivering complex commercial office and industrial moves across New York, NY.This Project Manager role sits within the commercial relocation sector, overseeing end-to-end O&I projects for corporate clients.It is ideal for an experienced relocation pr

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

H2M architects + engineersis seeking a dynamic, hands-on future-focused Innovation Project Manager to drive transformative initiatives that elevate our Learning & Development programs, operational processes, and firmwide innovation culture.This role blends strategic innovation leadership, projec

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Data Entry experience not required.Remote Work From Home Data Entry Clerk - Part Time Market Research Panelists Our company is seeking individual

Administrative Assistant - Garden City.Friedman Vartolo LLP is a fast-growing, New York-based law firm specializing in real estate and default services, with over 300 employees providing top-tier legal services to our clients in seven states.While our legal expertise sets us apart, it's our mindset

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Data Entry experience not required.Remote Work From Home Data Entry Clerk - Part Time Market Research Panelists Our company is seeking individual

Looking for an experienced Business Analyst/Project Manager who will be responsible for understanding and assessing the changing needs of the business. Work with the Technical Analyst and development team to ensure that they understand the specifications.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Project Manager with EHR, EMR and Healthcare.Proven Experience with all aspects of PM with an understanding of Project Management best practices.Ability to guide cross-functional teams, delegate tasks, and motivate personnel.Strong multitasking to handle multiple moving parts simultaneously.Experien

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Data Entry experience not required.Remote Work From Home Data Entry Clerk - Part Time Market Research Panelists Our company is seeking individual

FP&A - Sales & Financial Business Analyst | Global Industrial Manufacturing Company | Melville, NY. I'm currently partnering with a rapidly growing, family-owned industrial and manufacturing organization to hire a Sales & Business Analyst in a newly created position reporting directly to

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

The Business Analyst and Project Manager will play a critical role in shaping and executing the bank's projects and technology initiatives. Proven experience (10+ years) in project management, with at least 5 years with a senior business analyst role within the banking or financial services sector.