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senior advice and planning analyst

300 senior advice and planning analyst jobs found

Professional Diversity Network
Jan 17, 2026  
Manager, Investment Performance & Analytics
Ameriprise Financial As a Manager on the Investment Performance & Analytics team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those related to investment performance reporting. Responsibilities include conducting research, defining and documenting business requirements, and providing analytical and reporting support. Additionally, you will contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities across the AWM segment of Ameriprise Financial. Key Responsibilities In collaboration with other business units (e.g. products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the...
Professional Diversity Network Minneapolis, MN, USA Full-Time
Professional Diversity Network
Jan 17, 2026  
Manager, Investment Performance & Analytics
Ameriprise Financial As a Manager on the Investment Performance & Analytics team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those related to investment performance reporting. Responsibilities include conducting research, defining and documenting business requirements, and providing analytical and reporting support. Additionally, you will contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities across the AWM segment of Ameriprise Financial. Key Responsibilities In collaboration with other business units (e.g. products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the...
Professional Diversity Network Charlotte, NC, USA Full-Time
Professional Diversity Network
Jan 17, 2026  
Financial Planning & Analysis Analyst V Medicaid
Kaiser Permanente Job Summary: This senior level employee is primarily responsible for conducting complex financial assessment and modeling efforts, leading internal audit processes, creating budgets and forecasts, completing costing activities, and developing reports on region/business unit performance. Essential Responsibilities: Practices self-leadership and promotes learning in others by building relationships with cross-functional stakeholders; communicating information and providing advice to drive projects forward; influencing team members within assigned unit; listening and responding to, seeking, and addressing performance feedback; adapting to competing demands and new responsibilities; providing feedback to others, including upward feedback to leadership and mentoring junior team members; creating and executing plans to capitalize on strengths and develop weaknesses; and adapting to and learning from change, difficulties, and feedback. Conducts or oversees...
Professional Diversity Network Oakland, CA, USA Full-Time
Professional Diversity Network
Jan 16, 2026  
Sr Valuations Analyst
Ameriprise Financial Own all valuation-related reporting, including presentations to the Valuation Committee, mutual fund boards, and shareholder reports. Gather and analyze data to support analytical processes, event-driven valuation reviews, and fair value determinations. Provide oversight of external pricing vendors and collaborate closely with the internal pricing team to ensure accurate and timely pricing of managed assets. Key Responsibilities -Play a lead role in analyzing complex private and illiquid securities to determine their fair value. This includes gathering and disseminating company financial information and presenting recommendations to the Valuation Committee. -Review, investigate, and resolve pricing issues with limited supervision, following established procedures. Research, prepare, and present findings to senior team members for inclusion in monthly and event-driven fair valuation meetings. -Consult with portfolio managers, traders, and research...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Jan 16, 2026  
Sr. ETL / BI Developer
Apex Systems, Inc. Job#: 3018361 Job Description: Position Details The position functions as a senior information technology analyst responsible for developing, maintaining, and enhancing a variety of automated data warehouse applications located on the client's Teradata Data Warehouse platform. The position will represent the team and coordinate team activities with other data warehouse teams on complex, multi-team projects. In addition, the position will work with other data warehouse developers to review existing data warehouse policies and practices, modify them as needed, or propose new polices or practices. Knowledge of SQL, Business Intelligence tools, and experience with the relational database is required to help develop and maintain data warehouse ETL and queries. CANDIDATES WILL BE EVALUATED ON THE FOLLOWING CRITERIA: Required Skills: * Bachelor's degree or equivalent technical study * 6+ Years Creating Data Warehouse BI applications...
Professional Diversity Network Lansing, MI, USA
Professional Diversity Network
Jan 14, 2026  
Senior Investment Performance Analyst
Ameriprise Financial We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners. Key Responsibilities Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests. Production of recurring deliverables provided to internal business partners. Actively support implementation of changes impacting performance, including development of solutions. Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting. Ensure documentation of relevant processes are complete, detailed and well-maintained. Work on ad-hoc projects as...
Professional Diversity Network Minneapolis, MN, USA Full-Time
Professional Diversity Network
Jan 09, 2026  
Developer/Programmer Analyst
Ameriprise Financial Contribute to software development activities by developing, documenting, testing, modifying, and maintaining new and existing software applications. Apply standard techniques, procedures, and criteria to the development life cycle. Bring application(s) and technology expertise to the specification and design development process. Provide technical expertise on assigned applications, to include interfaces and interrelationships, with other applications and systems. Receive technical mentorship and day-to-day direction from Software Engineers and Senior Software Engineers. Key Responsibilities Major Areas of Accountability: Software Development/Programming ~~ Maintenance & Documentation ~~ Testing & Testing Support ~~ Analyze Performance ~~ Application Subject Matter Expertise ~~ Support Write new code using prescribed specifications and design documentation in accordance with programming standards. Modify, test, and troubleshoot existing...
Professional Diversity Network Minneapolis, MN, USA Full-Time
Professional Diversity Network
Sep 26, 2025  
Senior Compliance Analyst
Wellington Management About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Position overview The Senior Compliance Analyst will support Wellington Management's global investment & trading compliance program, focusing primarily on compliance support to trading professionals in equity, fixed income and derivatives markets. The individual will also support elements of the compliance program related to material non-public information, market manipulation,...
Professional Diversity Network Boston, MA, USA Full-Time
BlackRock
Jan 17, 2026  
Design and Construction Regional Lead, Vice President Featured
About this role At BlackRock, our smartest investment is you. We are a global investment manager helping more and more people experience financial well-being. BlackRock's business is investing on behalf of our clients, from large institutions to parents, grandparents, doctors, and teachers who entrust their savings to us. We are committed to our clients - period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. Being a part of BlackRock means being a part of a community of thoughtful, ambitious people solving some of the most sophisticated financial challenges. Even with the company's growth, our culture has maintained its entrepreneurial feel - we work hard, we work fast, and we work with purpose. Your Team The Global Workplace Planning team is responsible for strategic planning and execution of the firm's real estate strategy, combining space planning, site...
BlackRock Gurugram, Haryana, India Full-Time
Hertz Rent A Car
Jan 16, 2026  
Manager Revenue Management - Markets Featured
JOB DESCRIPTION Job Description The Manager of Revenue Management’s primary focus is driving the business forward and delivering incremental revenue and profit across the Hertz portfolio of brands. Drawing from experience, managers act as coaches and mentors to team members, developing their capabilities and helping team members thrive, grow, and advance in their roles. In addition to championing their teams, Managers work closely with key business partners in operations, fleet, sales, and marketing to support continued revenue growth and strategic expansions across all business units. Managers are central in our mission to develop the future of Revenue Management, helping to shape our priorities, uncover and understand the application of emerging technology, and test products and strategies in the marketplace. Managers must thrive in a fast-paced, challenging environment, where quality, innovation, speed of decision-making and execution are critical to success. What You’ll...
Hertz Rent A Car Atlanta, GA, USA Full-Time
BlackRock
Jan 14, 2026  
Vice President or Director - EMEA Payroll Operations & Strategy Lead Featured
About this role The Global Payroll & Employment Tax function at BlackRock is a dynamic and dedicated group of professionals responsible for ensuring accurate payroll processing and tax compliance for our global employees of approximately 22,000. Our team is committed to maintaining compliance with all relevant regulations and providing exceptional service to our colleagues. We work collaboratively with various internal stakeholders to streamline operations and continuously improve our processes and value precision, efficiency, and a positive work environment. As Vice President or Director, EMEA Payroll Operations & Strategy, you will provide strategic leadership for payroll operations across multiple countries in the EMEA region. You will drive transformation, ensure compliance, and deliver an exceptional employee experience through innovative processes and strong vendor partnerships. The countries in scope for this position will include Hungary, Germany, France,...
BlackRock Budapest, Hungary Full-Time
Hertz Rent A Car
Jan 09, 2026  
VP Commercial Strategy Featured
JOB DESCRIPTION We are seeking a top-notch business strategy leader who can lead high-priority commercial initiatives/processes of cross-commercial nature that deliver revenue growth. This leader will be a direct report to the Chief Commercial Officer (CCO) and a member of the Commercial Senior Leadership Team. This leader will primarily deliver the following: Commercial Strategy: Take on complex commercial strategic opportunities and lead them from conceptualization through to execution - including defining the opportunity statement, working cross-functionally to deliver possible solutions, and then partnering with leaders across the organization to deliver on the prescribed strategy. Commercial Effectiveness: Deliver Commercial Process improvements that enable us to work better together as a Commercial team, including driving the agenda for our Quarterly Commercial offsites, leading the execution of our employee engagement strategies, and fine-tuning the process to manage and...
Hertz Rent A Car Atlanta, GA, USA Full-Time
BlackRock
Jan 09, 2026  
Associate, Finance & Strategy Featured
About this role Role Overview The Associate in Finance & Strategy will work on key initiatives across various businesses and the enterprise, supporting some of BlackRock's most dynamic growth priorities. This role demands a blend of strategic insight, financial expertise, project management, and stakeholder engagement to drive FP&A and Strategy initiatives from conception to execution. Key Responsibilities: Contribute to the development of growth strategies, business plans, budgets and financials both on an enterprise and individual business level Collaborate effectively with senior management and COO teams to translate strategies (business specific, firm wide or product strategies) into actionable business goals, financial targets, execution plans, and investment needs aligned with long-term firm objectives Function as a 'quarterback' between strategy and finance, ensuring alignment of business and financial goals through leadership in budgeting, forecasting,...
BlackRock New York, NY, USA Full-Time
BlackRock
Jan 08, 2026  
Quality Assurance Engineer, Aladdin Engineering, Vice President Featured
About this role Are you interested in building innovative technology that crafts the financial markets? Do you like working at the speed of a startup, and solving some of the world's most exciting challenges? Do you want to work with, and learn from, hands-on leaders in technology and finance? At BlackRock, we are looking for Software Engineers who like to innovate and solve sophisticated problems. We recognize that strength comes from diversity, and will embrace your outstanding skills, curiosity, and passion while giving you the opportunity to grow technically and as an individual. We invest and protect over $9 trillion (USD) of assets and have an extraordinary responsibility to our clients all over the world. Our technology empowers millions of investors to save for retirement, pay for college, buy a home, and improve their financial well-being. Being a technologist at BlackRock means you get the best of both worlds: working for one of the most sophisticated financial...
BlackRock Gurugram, Haryana, India Full-Time
BlackRock
Jan 08, 2026  
Vice President, Fund Board Reporting & Analytics Featured
About this role The Fund Board Reporting & Analytics team, within BlackRock's Financial Planning & Analysis department in Finance & Strategy, is seeking a Vice President to join the team in New York. Partnering with various functions across BlackRock, this position supports fund board reporting, including modeling, analytics, process design, and business partnering, as well as other special projects. Candidates should possess great attitude, strong analytical skills, attention to both detail and the big picture, and be able to work in a fast-paced, team-oriented environment. Work experience in the investment management industry is preferable, and familiarity with 15c regulatory requirements a plus. Primary Responsibilities Be part of the cross-functional BlackRock team supporting fund boards in the US and UK, enhancing understanding of BlackRock's mutual fund and ETF businesses, including profitability, economics of scale analytics and commercial analysis...
BlackRock New York, NY, USA Full-Time
BlackRock
Jan 08, 2026  
Financial Markets Advisory, Associate Featured
About this role Overview of FMA FMA provides a differentiated range of advisory services, leveraging BlackRock's Aladdin platform and the firm's sophisticated capital markets, data and analytics, technology, and financial modeling capabilities while maintaining information barriers. FMA was founded in 2008 in response to the unprecedented challenges governments, financial institutions, and central banks faced as they confronted the financial crisis. They sought an impartial expert with the expertise and technology to help address some of their most difficult and challenging problems, from analyzing and unwinding complex asset portfolios to helping reassess central bank balance sheets. To meet that need, BlackRock established Financial Markets Advisory as a separate and independent business from BlackRock's traditional asset management business. FMA advises financial institutions, regulators, and government entities on their most critical financial issues. Example areas of...
BlackRock Gurugram, Haryana, India Full-Time
BlackRock
Jan 08, 2026  
APAC Finance & Strategy, Associate/ Analyst Featured
About this role Team Overview: The Financial Planning & Analysis (FP&A) team plays a critical role as trusted partner to businesses across BlackRock, supporting all analysis, reporting, and business planning needs. We produce multi-year plans and forecasts; create and analyze business metrics and identify cost savings opportunities; and deliver economic insight into the relationships between costs and revenues to improve the financial success of the business going forward. We are a valued and critical part of the management function, working at all levels of BlackRock to provide both a broad and deep understanding of the firm's financial position and opportunities. Role Description: BlackRock is seeking an Analyst/ Associate to join the APAC Financial Planning & Analysis (FP&A) Team, based in Hong Kong. The FP&A team partners closely with the Regional Executives, COO and Client Business leadership as well as with teams across the firm's strategic...
BlackRock Hong Kong Full-Time
BlackRock
Jan 08, 2026  
Financial Markets Advisory, Associate Featured
About this role Associate , Financial Markets Advisory Location - Mumbai, India Overview of FMA FMA provides a differentiated range of advisory services, leveraging BlackRock's Aladdin platform and the firm's sophisticated capital markets, data and analytics, technology, and financial modeling capabilities while maintaining information barriers. FMA was founded in 2008 in response to the unprecedented challenges governments, financial institutions, and central banks faced as they confronted the financial crisis . They sought an impartial expert with the expertise and technology to help address some of their most difficult and challenging problems, from analyzing and unwinding complex asset portfolios to helping reassess central bank balance sheets. To meet that need, BlackRock established Financial Markets Advisory as a separate and independent business from BlackRock's traditional asset management business. FMA advises financial institutions,...
BlackRock Mumbai, Maharashtra, India Full-Time
BlackRock
Jan 01, 2026  
Vice President, Corporate Investment Accounting Featured
About this role Business Unit Overview: BlackRock Finance consists of finance professionals in disciplines including Financial Planning & Analysis (FP&A), Treasury, Tax, Finance Controls, Sourcing and Vendor Management, Finance Platform Support and Controllers. Treasury Accounting, which is included within Controllers, is a team with presence in Atlanta, Mumbai, and New York, responsible for corporate investment accounting activities globally. Job Purpose/Background: The Investment Accounting Team is responsible for the monthly accounting and reporting of BlackRock's corporate investment portfolio, derivatives, fund consolidations, minority investments, and external debt. The Vice President will lead the day-to-day product and minority investment accounting, including the preparation of supporting schedules used for the Firm's 10-Q/10-K disclosures. Key Responsibilities: Integration of new business to smoothly onboard investments to the team's...
BlackRock New York, NY, USA Full-Time
BlackRock
Dec 31, 2025  
Associate, Strategic Finance Featured
About this role Role Overview The Associate in Finance & Strategy will work on key initiatives across various businesses and the enterprise, supporting some of BlackRock's most dynamic growth priorities. This role demands a blend of strategic insight, financial expertise, project management, and stakeholder engagement to drive FP&A and Strategy initiatives from conception to execution. Location: London Key Responsibilities Contribute to the development of growth strategies, business plans, budgets and financials both on an enterprise and individual business level Collaborate effectively with senior management and COO teams to translate strategies (business specific, firm wide or product strategies) into actionable business goals, financial targets, execution plans, and investment needs aligned with long-term firm objectives. Function as a 'quarterback' between strategy and finance, ensuring alignment of business and financial goals through...
BlackRock London, UK Full-Time
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