[{"id":13003,"date":"2026-08-13T18:32:31","date_gmt":"2026-08-13T18:32:31","guid":{"rendered":"https:\/\/www.oliverjames.com\/jobs\/financial-advisor\/"},"modified":"2026-08-13T18:32:37","modified_gmt":"2026-08-13T18:32:37","slug":"financial-advisor-13003","status":"publish","type":"job","link":"https:\/\/www.oliverjames.com\/nl\/jobs\/financial-advisor-13003\/","title":{"rendered":"Financial Advisor"},"content":{"rendered":"
\n
\n

Financial Advisor – Miami Beach, FL<\/h1>\n

Location:<\/strong> Miami Beach, FL
Schedule:<\/strong> Primarily client-facing, with travel throughout the local market<\/p>\n

We’re working with a leading national financial institution that is expanding its Wealth Management team in the Miami Beach market. This is an excellent opportunity for an experienced Financial Advisor to join an established organization with a strong client base, significant resources, and a robust platform of investment and wealth management solutions.<\/p>\n

The Opportunity<\/h3>\n

The Financial Advisor will work closely with clients to understand their financial goals, provide comprehensive financial planning guidance, and recommend investment and wealth management solutions. You’ll serve as the primary point of contact for your clients while partnering closely with banking and wealth management teams to deepen relationships and identify additional opportunities.<\/p>\n

Importantly, this is not a traditional cold-start advisor role. Advisors have access to an established banking network and referral opportunities, allowing them to build and grow relationships without being solely dependent on independently sourcing a book of business.<\/p>\n

Key Responsibilities<\/h3>\n
    \n
  • Develop and manage long-term relationships with high-value clients.<\/li>\n
  • Conduct comprehensive client discovery and financial needs analyses.<\/li>\n
  • Provide goals-based financial planning and investment recommendations.<\/li>\n
  • Recommend appropriate investment and wealth management solutions based on client needs.<\/li>\n
  • Conduct regular client reviews and proactively identify evolving financial needs.<\/li>\n
  • Grow relationships by increasing share of wallet and identifying additional opportunities.<\/li>\n
  • Partner with retail banking and small business\/commercial teams to generate referrals.<\/li>\n
  • Refer more complex\/high-net-worth clients to specialized Wealth Management partners when appropriate.<\/li>\n
  • Maintain strong compliance with regulatory requirements and company policies.<\/li>\n
  • Help educate and coach banking partners on wealth referrals and opportunities.<\/li>\n
  • Participate in community and networking activities to strengthen the firm’s presence in the local market.<\/li>\n<\/ul>\n

    What They’re Looking For<\/h3>\n
      \n
    • 2+ years of experience providing financial advice, financial planning, and\/or investment solutions.<\/li>\n
    • Proven consultative sales and relationship-management experience.<\/li>\n
    • Strong understanding of wealth management products and investment solutions.<\/li>\n
    • Demonstrated ability to meet or exceed sales and revenue goals.<\/li>\n
    • Strong communication, organization, and time-management skills.<\/li>\n
    • Ability to build relationships with clients and internal banking partners.<\/li>\n
    • Bachelor’s degree strongly preferred.<\/li>\n
    • SIE, Series 7, and Series 63 required.<\/li>\n
    • Series 66 and Life & Health licenses preferred, or willingness\/ability to obtain them.<\/li>\n
    • Comfortable meeting clients and prospects throughout the assigned Miami market.<\/li>\n<\/ul>\n

      Why Consider the Opportunity?<\/h3>\n
        \n
      • Established platform with significant resources and a strong banking\/wealth ecosystem.<\/li>\n
      • Referral-driven environment with opportunities to partner with banking teams for new business.<\/li>\n
      • Three-year advisor development program designed to support growth and production.<\/li>\n
      • Forgivable draw compensation structure during the initial program period.<\/li>\n
      • Access to a broad range of investment, financial planning, and wealth management solutions.<\/li>\n
      • Strong long-term career opportunities within a large financial institution.<\/li>\n
      • Comprehensive benefits, retirement programs, paid time off, professional development, and incentive opportunities.<\/li>\n<\/ul>\n

        Ideal Background<\/h3>\n

        This could be a strong fit for an advisor coming from a bank, wirehouse, brokerage, RIA, or other wealth management environment who enjoys the relationship-management and consultative side of advising and wants access to a larger platform and established referral network.<\/p>\n

        The ideal candidate is client-focused, entrepreneurial, comfortable with sales goals, and capable of building deep relationships while partnering effectively with other areas of the organization<\/p>\n<\/p><\/div>\n

        <\/div>\n

        <\/p>\n

        <\/p>\n","protected":false},"excerpt":{"rendered":"

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This is an excellent opportunity…<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[24],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"work_type":[],"location":[1721],"class_list":["post-13003","job","type-job","status-publish","hentry","discipline-investments","location-miami-beach"],"acf":{"job_reference":"JOB-072026-311717_1786645950","job_type":"Permanent","job_industry":"Investments","working_arrangement":"","featured":"","start_date":"","expiry_date":"2026-09-10","salary_currency":"USD","salary_from":"","salary_to":"","salary_per":"","salary_benefits":"","salary":"Negotiable","custom_data":"","application_email":"Jordan.Dionne.71280.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=Sm9yZGFuLkRpb25uZS43MTI4MC4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t","contact_name":"Jordan Dionne","contact_email":"Jordan.Dionne@oliverjames.com","contact_telephone":"+1 646 891 1772","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Miami Beach, Florida","job_location_raw":"N. America > USA > Florida > Miami-Dade County > Miami Beach","geo_lat":"25.790654","geo_long":"-80.1300455","geo_formatted_address":"Miami Beach, FL, USA","geo_city":"Miami Beach","geo_country_short":"US","geo_country_long":"United States","geo_administrative_area_level_2_short":"Miami-Dade County","geo_administrative_area_level_2_long":"Miami-Dade County","geo_administrative_area_level_1_short":"FL","geo_administrative_area_level_1_long":"Florida","talentlink_job_id":""},"yoast_head":"\nFinancial Advisor - Oliver James<\/title>\n<meta name=\"description\" content=\"Financial Advisor opportunity in Miami Beach with client referrals, wealth management solutions, career growth and strong support from a national firm.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.oliverjames.com\/nl\/jobs\/financial-advisor-13003\/\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" 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Architect"},"content":{"rendered":"<h1> <\/h1>\n<p class=\"isSelectedEnd\">We’re partnering with a leading Life Insurance organization going through a significant business and technology transformation and are looking for a Business Architect to help shape how its customer and internal user experiences evolve.<\/p>\n<p class=\"isSelectedEnd\">This role will focus on understanding the current state, defining the future state, and connecting business processes, systems, and technology to create a simpler and more joined-up experience.<\/p>\n<p class=\"isSelectedEnd\">You’ll work across business and technology, partnering with senior stakeholders, product teams, and architects to identify opportunities, challenge existing processes, and build alignment around practical solutions.<\/p>\n<p class=\"isSelectedEnd\"><strong>Key responsibilities include:<\/strong><\/p>\n<ul data-spread=\"false\">\n<li>Defining future-state customer and user experiences across end-to-end business journeys.<\/li>\n<li>Mapping and improving business processes, workflows, and operating models.<\/li>\n<li>Connecting business, product, and technology stakeholders to ensure initiatives remain aligned to the wider vision.<\/li>\n<li>Facilitating workshops and design sessions to bring stakeholders together, identify trade-offs, and drive decisions.<\/li>\n<li>Assessing proposed changes to processes, systems, and experiences against the desired future state.<\/li>\n<li>Identifying gaps, dependencies, and opportunities across business processes, applications, data, and technology.<\/li>\n<li>Supporting wider transformation and digital initiatives through business architecture expertise.<\/li>\n<li>Creating clear journey maps, process models, and other documentation to support decision-making and ongoing change.<\/li>\n<\/ul>\n<p class=\"isSelectedEnd\"><strong>Requirements:<\/strong><\/p>\n<ul data-spread=\"false\">\n<li>7+ years’ experience in Business Architecture, Customer Experience, 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Sitting at the intersection of Finance, Data and Technology, you will take ownership of translating complex Finance priorities into clear, structured and delivery-ready requirements. This is a high-visibility role suited to someone who combines strong Business Analysis capability with a Product Owner mindset and can independently drive change from initial requirements and business design through to delivery and testing.<\/p>\n<h2>Key Responsibilities<\/h2>\n<ul>\n<li>\n<p>Lead requirements gathering, definition and documentation across a portfolio of Finance transformation initiatives.<\/p>\n<\/li>\n<li>\n<p>Act as the key bridge between Finance, Data, Technology, external vendors and delivery teams.<\/p>\n<\/li>\n<li>\n<p>Translate complex Finance requirements into clear, sequenced and actionable change requirements.<\/p>\n<\/li>\n<li>\n<p>Own business design and review solution design documentation, ensuring proposed solutions meet Finance requirements.<\/p>\n<\/li>\n<li>\n<p>Take ownership of UAT planning and execution, maintaining clear traceability between requirements and testing.<\/p>\n<\/li>\n<li>\n<p>Improve delivery quality by ensuring requirements are complete, validated and signed off before development.<\/p>\n<\/li>\n<li>\n<p>Work closely with senior Finance stakeholders while reducing reliance on SMEs for day-to-day delivery.<\/p>\n<\/li>\n<li>\n<p>Help improve and modernise the approach to Finance change within a predominantly waterfall environment.<\/p>\n<\/li>\n<\/ul>\n<h2>Experience Required<\/h2>\n<ul>\n<li>\n<p>Strong Senior Business Analyst experience within Finance Transformation – this is not suited to a generic BA without significant Finance experience.<\/p>\n<\/li>\n<li>\n<p>Strong understanding of Finance processes, data flows and reporting, ideally across Financial Control, FP&A and\/or Treasury.<\/p>\n<\/li>\n<li>\n<p>Experience operating with a Product Owner mindset, taking genuine ownership of change rather than solely documenting requirements.<\/p>\n<\/li>\n<li>\n<p>Strong process and data-flow mapping skills, with the ability to visualise end-to-end processes and system interactions.<\/p>\n<\/li>\n<li>\n<p>Experience working across Finance, Data and Technology teams and managing relationships with third-party vendors.<\/p>\n<\/li>\n<li>\n<p>Strong stakeholder management skills with the confidence to challenge, influence and align senior stakeholders.<\/p>\n<\/li>\n<li>\n<p>Experience owning UAT and testing activity through to completion.<\/p>\n<\/li>\n<\/ul>\n<h2>Particularly Relevant Experience<\/h2>\n<p>The upcoming roadmap includes a significant General Ledger transformation, making previous GL implementation or transformation experience highly desirable. Experience improving month-end close processes would also be particularly relevant.<\/p>\n<p>Experience in any of the following would also be valuable:<\/p>\n<ul>\n<li>\n<p>Finance Data & Reporting transformation, including working closely with BI\/Data teams.<\/p>\n<\/li>\n<li>\n<p>Treasury transformation or Treasury Management System implementations.<\/p>\n<\/li>\n<li>\n<p>Workday or Oracle Finance.<\/p>\n<\/li>\n<li>\n<p>Tableau or wider BI\/reporting environments.<\/p>\n<\/li>\n<li>\n<p>Finance automation or AI use cases.<\/p>\n<\/li>\n<\/ul>\n<p>This is an opportunity to take genuine ownership across a significant Finance change roadmap, with exposure to senior Finance stakeholders and major programmes spanning General Ledger, Finance Data & Reporting and Treasury. The initial appointment is a 9-month FTC, with potential for extension and the possibility of a longer-term permanent opportunity.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/Sm9uLkdyZWVuLjgwNzU4LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Senior Business Analyst – Finance Transformation London | Hybrid – 50% office based | 9-Month FTC | c.\u00a3100k – \u00a3110k We are supporting a specialist financial services organisation looking to appoint a Senior Business Analyst to play a key role across a major 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Associate – Insurance Asset Management"},"content":{"rendered":"<p><div> <\/div>\n<div style=\"direction: ltr;border-width: 100%\">\n<div style=\"direction: ltr;margin-top: 0in;margin-left: 0in;width: 6.0659in\">\n<div style=\"direction: ltr;margin-top: 0in;margin-left: 0in;width: 6.0659in\">\n<p style=\"margin: 0in;font-family: Calibri;font-size: 11.0pt\"><span style=\"font-weight: bold\">Investment Associate | Insurance Asset Management | West Des Moines, IA<\/span><\/p>\n<p style=\"margin: 0in;font-family: Calibri;font-size: 11.0pt\">A well-capitalized, employee-owned insurance asset manager in West Des Moines is looking for an Investment Associate to join their portfolio management team.<\/p>\n<p style=\"margin: 0in;font-family: Calibri;font-size: 11.0pt\">\n<p style=\"margin: 0in;font-family: Calibri;font-size: 11.0pt\"><span style=\"font-weight: bold\">The Role<\/span><\/p>\n<p style=\"margin: 0in;font-family: Calibri;font-size: 11.0pt\">You will support oversight of external 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This is an analytical seat with real exposure to the investment process.<\/p>\n<p style=\"margin: 0in;font-family: Calibri;font-size: 11.0pt\">\n<p style=\"margin: 0in;font-family: Calibri;font-size: 11.0pt\"><span style=\"font-weight: bold\">What They’re Looking For<\/span><\/p>\n<ul style=\"direction: ltr;margin-top: 0in;margin-bottom: 0in\" type=\"disc\">\n<li style=\"margin-top: 0;margin-bottom: 0;vertical-align: middle\"><span style=\"font-family: Calibri;font-size: 11.0pt\">Experience in fixed income, credit analysis, or insurance asset management<\/span><\/li>\n<li style=\"margin-top: 0;margin-bottom: 0;vertical-align: middle\"><span style=\"font-family: Calibri;font-size: 11.0pt\">Bloomberg proficiency<\/span><\/li>\n<li style=\"margin-top: 0;margin-bottom: 0;vertical-align: middle\"><span style=\"font-family: Calibri;font-size: 11.0pt\">Strong quantitative and analytical skills; Excel and PowerPoint proficiency<\/span><\/li>\n<li style=\"margin-top: 0;margin-bottom: 0;vertical-align: middle\"><span style=\"font-family: Calibri;font-size: 11.0pt\">NAIC\/NRSRO familiarity a plus<\/span><\/li>\n<li style=\"margin-top: 0;margin-bottom: 0;vertical-align: middle\"><span style=\"font-family: Calibri;font-size: 11.0pt\">CFA designation or pursuit preferred<\/span><\/li>\n<\/ul>\n<p style=\"margin: 0in;margin-left: .375in;font-family: Calibri;font-size: 11.0pt\">\n<p style=\"margin: 0in;font-family: Calibri;font-size: 11.0pt\"><span style=\"font-weight: bold\">Compensation & Benefits<\/span><\/p>\n<ul style=\"direction: ltr;margin-top: 0in;margin-bottom: 0in\" type=\"disc\">\n<li style=\"margin-top: 0;margin-bottom: 0;vertical-align: middle\"><span style=\"font-family: Calibri;font-size: 11.0pt\">Competitive base salary plus performance-based incentive<\/span><\/li>\n<li style=\"margin-top: 0;margin-bottom: 0;vertical-align: middle\"><span style=\"font-family: Calibri;font-size: 11.0pt\">100% company-funded Employee Stock Ownership Plan (ESOP)<\/span><\/li>\n<li style=\"margin-top: 0;margin-bottom: 0;vertical-align: middle\"><span style=\"font-family: Calibri;font-size: 11.0pt\">Comprehensive health coverage – Medical, Dental, Vision, HSA & FSA<\/span><\/li>\n<li style=\"margin-top: 0;margin-bottom: 0;vertical-align: middle\"><span style=\"font-family: Calibri;font-size: 11.0pt\">Friday afternoons off year-round<\/span><\/li>\n<li style=\"margin-top: 0;margin-bottom: 0;vertical-align: middle\"><span style=\"font-family: Calibri;font-size: 11.0pt\">Tuition reimbursement and paid professional development<\/span><\/li>\n<\/ul>\n<p style=\"margin: 0in;margin-left: .375in;font-family: Calibri;font-size: 11.0pt\">\n<p style=\"margin: 0in;font-family: Calibri;font-size: 11.0pt\"><span style=\"font-weight: bold\">Location<\/span><\/p>\n<p style=\"margin: 0in;font-family: Calibri;font-size: 11.0pt\">West Des Moines, Iowa – on-site<\/p>\n<p style=\"margin: 0in;font-family: Calibri;font-size: 11.0pt\">\n<p style=\"margin: 0in;font-family: Calibri;font-size: 11.0pt\"><span style=\"font-style: italic\">Please note – we welcome new graduates and professionals with up to 6 years of experience for this opportunity. <\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/QmlhbmNhLk1lbGVuZGV6LjU1NjI5LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Investment Associate | Insurance Asset Management | West Des Moines, IA A well-capitalized, employee-owned insurance asset manager in West Des Moines is looking for an Investment Associate to join their portfolio management team. The Role You will support oversight of external fixed income managers,…<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[19],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"work_type":[],"location":[1436],"class_list":["post-12995","job","type-job","status-publish","hentry","discipline-accountancy-finance","location-des-moines"],"acf":{"job_reference":"JOB-062026-307611_1786635009","job_type":"Permanent","job_industry":"Accountancy & 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Associate – Transaction Services – Permanent"},"content":{"rendered":"<ul>\n<li><strong>Contract type: <\/strong>Permanent<\/li>\n<li><strong>Location: <\/strong>Dublin City Centre, Ireland<\/li>\n<li><strong>Working model<\/strong>: Semi-hybrid (3 days onsite\/ week)<\/li>\n<\/ul>\n<p><strong>About the Role<\/strong><\/p>\n<p> Our client is a fast-growing international advisory firm backed by private equity, with a market-leading Transaction Services team led by former Big Four professionals. They are seeking ambitious Senior Associates and Assistant Managers to support buy-side and sell-side financial due diligence engagements across a diverse client base, including private equity, corporate and financial institutions. This is an excellent opportunity for professionals with experience in Transaction Services, Financial Due Diligence, Audit or Advisory who are looking to develop their careers in deals.<\/p>\n<p> <strong>Key Responsibilities<\/strong> <\/p>\n<ul>\n<li>Support financial due diligence engagements on buy-side and sell-side transactions.<\/li>\n<li>Analyse financial performance, working capital and key deal risks.<\/li>\n<li>Prepare due diligence reports and client presentations.<\/li>\n<li>Work closely with clients, management teams and other advisers throughout the transaction process.<\/li>\n<li>Deliver financial analysis to support investment decisions.<\/li>\n<li>Assist with business development initiatives and contribute to client relationship management.<\/li>\n<\/ul>\n<p><strong>Candidate Profile<\/strong> <\/p>\n<ul>\n<li>ACA\/ACCA qualified (or equivalent) (newly qualified in 2026 welcomed)<\/li>\n<li>3-5+ years’ experience in Transaction Services, Financial Due Diligence, Audit, Corporate Finance or a related advisory role.<\/li>\n<li>Big 4 experience is beneficial.<\/li>\n<li>Previous FDD experience is beneficial but not essential.<\/li>\n<li>Strong analytical, communication and stakeholder management skills.<\/li>\n<li>Commercial mindset with an interest in M&A and deal advisory.<\/li>\n<li>Ability to thrive in a fast-paced, collaborative environment.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/VnkuRG9hbi40Mjc3MC4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Contract type: Permanent Location: Dublin City Centre, Ireland Working model: Semi-hybrid (3 days onsite\/ week) About the Role Our client is a fast-growing international advisory firm backed by private equity, with a market-leading Transaction Services team led by former Big Four professionals. They are…<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[1246,19],"industry":[],"contract_type":[1351],"vacancy_type":[1274],"work_type":[1702],"location":[1409],"class_list":["post-12993","job","type-job","status-publish","hentry","discipline-accountancy","discipline-accountancy-finance","location-dublin-1"],"acf":{"job_reference":"JOB-072026-311694_1786634785","job_type":"Permanent","job_industry":"Accountancy|Accountancy & Finance","working_arrangement":"Hybrid","featured":"","start_date":"ASAP","expiry_date":"2026-08-20","salary_currency":"EUR","salary_from":"","salary_to":"","salary_per":"","salary_benefits":"","salary":"Bonus, Pension, Healthcare and other","custom_data":"","application_email":"Vy.Doan.42770.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=VnkuRG9hbi40Mjc3MC4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t","contact_name":"Vy Doan","contact_email":"Vy.Doan@oliverjames.com","contact_telephone":"+353 1 485 4578","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Dublin City Centre, Dublin","job_location_raw":"Europe > \u00c9ire > Leinster > Dublin > Dublin City Centre","geo_lat":"53.348368","geo_long":"-6.2538611","geo_formatted_address":"Dublin City Centre, North Wall, Dublin 1, Co. Dublin, Ireland","geo_city":"Dublin 1","geo_country_short":"IE","geo_country_long":"Ireland","geo_administrative_area_level_2_short":"","geo_administrative_area_level_2_long":"","geo_administrative_area_level_1_short":"D","geo_administrative_area_level_1_long":"County Dublin","talentlink_job_id":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.2 (Yoast SEO v28.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Senior Associate - Transaction Services - Permanent - Oliver James<\/title>\n<meta name=\"description\" content=\"Senior Associate and Assistant Manager roles in Transaction Services and Financial Due Diligence at a leading Dublin advisory firm.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.oliverjames.com\/nl\/jobs\/senior-associate-transaction-services-permanent-12993\/\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Senior Associate - 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The team develops and maintains a suite of stock selection models supporting both systematic and fundamental equity strategies across multiple billion dollar asset pools, including managed money, active ETF, and fundamental long only mandates.<\/p>\n<p>You’ll research stock selection signals, build and refine alpha models, and contribute to portfolio construction methodology. The role also involves enhancing research and analytics infrastructure and collaborating closely with fundamental analysts and portfolio managers across the firm.<\/p>\n<p>What you’ll do<\/p>\n<p>Contribute to research through idea generation, data preparation, statistical analysis, and actionable recommendations<br \/> Evaluate new techniques for extracting tradable signals from large datasets<br \/> Research and develop model construction methodologies<br \/> Improve research infrastructure, production systems, and analytics tools<br \/> Present findings to internal stakeholders and contribute to thought leadership<br \/> Monitor factor and model performance and communicate insights regularly<br \/> Support due diligence on model output and respond to queries from investment teams<\/p>\n<p>What you’ll bring<\/p>\n<p>Bachelor’s degree in Mathematics, Statistics, Finance, Economics, or related field<br \/> Strong grounding in statistical modeling, econometrics, and machine learning, with the ability to apply these to real investment problems<br \/> Proficiency in Python, R, or similar<br \/> Sharp analytical and quantitative problem solving skills<br \/> Ability to explain technical work clearly to non-technical stakeholders<br \/> Genuine curiosity about markets and a desire to understand why a signal works, not just that it backtests<br \/> Comfortable working as part of a small, high ownership team supporting a much larger investment platform<\/p>\n<p>CFA charter or progress toward one is a plus but not required<\/p>\n<p>This role sits within a lean central research team supporting 40+ investment professionals globally, so there’s real scope for ownership and exposure across strategies. The team is looking for someone who wants to understand the investment philosophy behind the work and grow toward either research leadership or a portfolio management path over time.<\/p>\n<p>Compensation is competitive and will flex based on experience and the level of impact a candidate can bring.<\/p>\n<p><span style=\"text-decoration: underline\"><strong>Note on visa sponsorship: candidates must already hold work authorization that does not require sponsorship now or in the future.<\/strong><\/span><\/p>\n<p> If interested in learning more, please feel free to reach out to alex.westacott@oliverjames.com for a confidential chat.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/QWxleC5XZXN0YWNvdHQuMDMzMzUuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Quantitative Equity Analyst Boston, MA (Hybrid) | Full-Time A leading global asset management firm is looking for a Quantitative Equity Analyst to join its Quantitative Equity Research team. The team develops and maintains a suite of stock selection models supporting both systematic and fundamental…<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[24],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"work_type":[1703],"location":[1438],"class_list":["post-12991","job","type-job","status-publish","hentry","discipline-investments","location-boston"],"acf":{"job_reference":"JOB-082026-312895_1786633496","job_type":"Permanent","job_industry":"Investments","working_arrangement":"Office based","featured":"","start_date":"ASAP","expiry_date":"2026-09-10","salary_currency":"USD","salary_from":"","salary_to":"","salary_per":"","salary_benefits":"","salary":"Negotiable","custom_data":"","application_email":"Alex.Westacott.03335.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=QWxleC5XZXN0YWNvdHQuMDMzMzUuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ","contact_name":"Alex Westacott","contact_email":"Alex.Westacott@oliverjames.com","contact_telephone":"+1 646 398-6903","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Boston, Massachusetts","job_location_raw":"N. America > USA > Massachusetts > Suffolk County > Boston","geo_lat":"42.3555076","geo_long":"-71.0565364","geo_formatted_address":"Boston, MA, USA","geo_city":"Boston","geo_country_short":"US","geo_country_long":"United States","geo_administrative_area_level_2_short":"Suffolk County","geo_administrative_area_level_2_long":"Suffolk County","geo_administrative_area_level_1_short":"MA","geo_administrative_area_level_1_long":"Massachusetts","talentlink_job_id":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.2 (Yoast SEO v28.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Quantitative Equity Analyst - Oliver James<\/title>\n<meta name=\"description\" content=\"Quantitative Equity Analyst gezocht in Boston: bouw alpha-modellen, onderzoek aandelen en groei door binnen een wereldwijd investment team.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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Its development programs are designed around learning, leadership and continued growth, while Partners and Directors remain actively involved in the development of their people.<\/p>\n<p>There are also opportunities to gain exposure to practice development, referral sources, community involvement and industry activities.<\/p>\n<p><strong>Partner-led and people-focused<\/strong><\/p>\n<p>You’ll work in an environment where experienced Partners and Directors are accessible and involved. The firm combines the resources and breadth of a larger accounting organization with a more personal, collaborative environment.<\/p>\n<p><strong>Flexible working model<\/strong><\/p>\n<p>Remote flexibility is a core part of the firm’s modern work philosophy. 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Its people consistently highlight the collaborative culture, flexibility and emphasis on personal well-being as differentiators from other public accounting environments.<\/p>\n<h3>The Role<\/h3>\n<p>As a Tax Supervising Senior, you will:<\/p>\n<ul>\n<li>\n<p>Technically review and approve tax returns and governmental tax examinations of varying complexity.<\/p>\n<\/li>\n<li>\n<p>Take responsibility for larger and more complex tax returns.<\/p>\n<\/li>\n<li>\n<p>Participate actively in client meetings and tax planning.<\/p>\n<\/li>\n<li>\n<p>Take ownership of client service responsibilities.<\/p>\n<\/li>\n<li>\n<p>Manage and delegate work to tax preparers.<\/p>\n<\/li>\n<li>\n<p>Handle complex business tax returns.<\/p>\n<\/li>\n<li>\n<p>Manage governmental tax examinations and, where appropriate, represent clients before taxing authorities.<\/p>\n<\/li>\n<li>\n<p>Develop and train Senior, Semi-Senior and Staff Accountants.<\/p>\n<\/li>\n<li>\n<p>Review staff assignments and provide ongoing coaching and feedback.<\/p>\n<\/li>\n<li>\n<p>Contribute to professional development and training programs.<\/p>\n<\/li>\n<li>\n<p>Participate in practice development, referral source and industry activities.<\/p>\n<\/li>\n<\/ul>\n<h3>What we’re looking for<\/h3>\n<ul>\n<li>\n<p><strong>5+ years of public accounting experience<\/strong>, with increasing responsibility and complexity.<\/p>\n<\/li>\n<li>\n<p>At least <strong>2 years of experience representing clients before taxing authorities<\/strong>.<\/p>\n<\/li>\n<li>\n<p>At least <strong>1 year of supervisory experience<\/strong> directing the work of tax professionals.<\/p>\n<\/li>\n<li>\n<p>Bachelor’s degree in Accounting required; Master’s in Taxation preferred.<\/p>\n<\/li>\n<li>\n<p>Active CPA license or actively working toward obtaining the CPA.<\/p>\n<\/li>\n<li>\n<p>Strong technical tax knowledge and research skills.<\/p>\n<\/li>\n<li>\n<p>Excellent communication and client-service abilities.<\/p>\n<\/li>\n<li>\n<p>Commitment to ongoing professional development.<\/p>\n<\/li>\n<\/ul>\n<h3>The Opportunity<\/h3>\n<p>If you’re an experienced Tax professional who wants to move beyond simply preparing returns and take on <strong>greater technical ownership, client responsibility and leadership<\/strong>, this is an opportunity worth exploring.<\/p>\n<p>You’ll have the resources and client exposure of an established accounting firm, combined with <strong>Partner involvement, opportunities for advancement, remote flexibility and a culture that genuinely values work-life balance<\/strong>.<\/p>\n<p><strong>Interested in learning more?<\/strong> Apply now or reach out for a confidential conversation about the opportunity.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/U2FjaGEuTWFob29yLjYyMTgwLjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We’re working with a well-established, Partner-led public accounting firm that has built a strong reputation for technical expertise, client service and developing professionals from within. 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Senior – Partner Led Firm"},"content":{"rendered":"<h1>Tax Senior – Los Angeles \/ Irvine\/ Woodland Hills<\/h1>\n<p><strong>Location:<\/strong> Los Angeles \/ Irvine\/ Woodland Hills, CA<br \/><strong>Employment:<\/strong> Full-Time | Hybrid \/ Remote Flexibility<br \/><strong>Level:<\/strong> Tax Senior<\/p>\n<h2>An opportunity to grow quickly, earn well, and have a life outside of work.<\/h2>\n<p>We’re working with a well-established, <strong>Partner-led public accounting firm<\/strong> that has built a strong reputation for client service, technical expertise and developing talent from within.<\/p>\n<p>This is an excellent opportunity for an experienced Tax Senior who wants the technical exposure and career progression of public accounting without sacrificing flexibility and work-life balance.<\/p>\n<h3>Why consider this opportunity?<\/h3>\n<p><strong>Fast career progression<\/strong><br \/>The firm places a genuine emphasis on developing people internally. You’ll have direct exposure to Partners and Directors, structured professional development and mentorship, with opportunities to take on increasing responsibility and progress your career quickly.<\/p>\n<p><strong>Partner-led environment<\/strong><br \/>You’ll work closely with experienced Partners and senior leadership rather than being lost in a large corporate hierarchy. The firm emphasizes personal development, client relationships and giving talented professionals opportunities to grow.<\/p>\n<p><strong>Private-equity free ownership structure<\/strong><br \/>The firm is not backed by private equity, allowing it to remain focused on its clients, people and long-term growth rather than operating under external PE ownership pressures.<\/p>\n<p><strong>Strong financial upside<\/strong><br \/>This is an <strong>hourly, non-exempt position<\/strong>, meaning eligible overtime is paid at <strong>1.5x your hourly rate<\/strong>. During peak periods, this can create meaningful additional earning potential on top of your base compensation.<\/p>\n<p><strong>Flexible working model<\/strong><br \/>The firm has embraced a modern approach to work, with remote flexibility and a “work where you are” philosophy. Its workforce operates remotely across multiple U.S. states, while the role itself offers a hybrid working environment.<\/p>\n<p><strong>Work-life balance matters<\/strong><br \/>Unlike many public accounting environments, the firm actively promotes flexibility in working hours and encourages employees to use their time off. Employees highlight the supportive culture, flexibility and respect for personal commitments as meaningful differentiators.<\/p>\n<h3>The Role<\/h3>\n<p>As a Tax Senior, you will:<\/p>\n<ul>\n<li>\n<p>Prepare and review complex tax returns and related filings.<\/p>\n<\/li>\n<li>\n<p>Perform diversified tax, accounting and audit-related assignments.<\/p>\n<\/li>\n<li>\n<p>Identify and communicate tax planning opportunities to Managers and Partners.<\/p>\n<\/li>\n<li>\n<p>Prepare client correspondence and management letter comments.<\/p>\n<\/li>\n<li>\n<p>Supervise and develop staff accountants and assistants.<\/p>\n<\/li>\n<li>\n<p>Review work and provide guidance and feedback to junior team members.<\/p>\n<\/li>\n<li>\n<p>Work directly with Managers and Partners across a diverse client base.<\/p>\n<\/li>\n<li>\n<p>Continue developing your technical knowledge through ongoing professional education.<\/p>\n<\/li>\n<\/ul>\n<h3>What we’re looking for<\/h3>\n<ul>\n<li>\n<p><strong>3-5+ years of public accounting experience<\/strong>, with progressive responsibility.<\/p>\n<\/li>\n<li>\n<p>Bachelor’s or Master’s degree in Accounting or a related field.<\/p>\n<\/li>\n<li>\n<p>CPA license or actively working toward obtaining the CPA.<\/p>\n<\/li>\n<li>\n<p>Strong tax knowledge and experience handling increasingly complex assignments.<\/p>\n<\/li>\n<li>\n<p>Ability to supervise, mentor and review the work of junior professionals.<\/p>\n<\/li>\n<li>\n<p>Strong communication and client-service skills.<\/p>\n<\/li>\n<\/ul>\n<h3>The Bottom Line<\/h3>\n<p>If you’re a Tax Senior who wants to <strong>earn more during busy periods, work with experienced Partners, progress quickly, maintain flexibility and build your career in a firm that values its people<\/strong>, this could be an excellent next step.<\/p>\n<p><strong>Interested in learning more?<\/strong> Apply now or contact us for a confidential conversation about the opportunity.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/U2FjaGEuTWFob29yLjE1MjU2LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We’re working with a well-established, Partner-led public accounting firm that has built a strong reputation for client service, technical expertise and developing talent from within. This is an excellent opportunity for an experienced Tax Senior who wants the technical exposure and career progression of public accounting without sacrificing flexibility and work-life balance.<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[1246,19],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"work_type":[1702],"location":[1287],"class_list":["post-12965","job","type-job","status-publish","hentry","discipline-accountancy","discipline-accountancy-finance","location-california"],"acf":{"job_reference":"JOB-082026-312880_1786630233","job_type":"Permanent","job_industry":"Accountancy|Accountancy & Finance","working_arrangement":"Hybrid","featured":"","start_date":"","expiry_date":"2026-09-10","salary_currency":"USD","salary_from":"","salary_to":"130000","salary_per":"annum","salary_benefits":"","salary":"Up to US$130000 per annum","custom_data":"","application_email":"Sacha.Mahoor.15256.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=U2FjaGEuTWFob29yLjE1MjU2LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20","contact_name":"Sacha Mahoor","contact_email":"Sacha.Mahoor@oliverjames.com","contact_telephone":"+1 646 470 3965","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Los Angeles Metro Area, California","job_location_raw":"N. 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