Insight Investment is looking for a IT Helpdesk Analyst to join the Technology Service Desk team in San Francisco. With the growth of the Insight North America business, there is a requirement to provide a greater level of IT Support to the firm across offices in Boston, New York and San Francisco. The primary responsibility of the IT Helpdesk Analyst is to assist users with all IT related issues, performing root cause analysis and resolving/docu...
Responsibilities. Contact customers with pricing information, request financial statements, follow-up on outstanding documentation and negotiate closure. Contact customers, vendors, and corporate employees to structure front-end deals in order to facilitate administrative requirements. Resolve customer inquiries on schedule, proposals, equipment lease base, contractual terms and conditions. Intervene, with assistance, to research and resolve cust...
Responsibilities. Calculate monthly commissions for Sales Representatives, Engineers, & Management (currently 100 commissioned employees) in accordance with current incentive plan in an accurate and timely manner. Prepare and distribute commission related reports, graphs, etc. to salesforce and upper management. Meet with upper management on a monthly basis to review calculation results and associated reports. Analyze & utilize data from multiple...
Responsibilities. Participate in month-end close process, including general ledger reconciliation and analysis. Reconciliation and analysis of balance sheet accounts, as well as profit and loss accounts in accordance with the monthly close schedule. Research and perform analysis of change in general ledger account balances as well as analysis of month and year-end results for management reporting purposes. Prepare and post monthly journal entries...
Responsibilities. Founded in 1987, Insight Financial Services (IFS), a division of Insight Investments, Corp, is a leading provider of technology equipment leasing and financial advisory services, serving a diverse list of corporate enterprises, education institutions, and government agencies. Our mission is to deliver customized, cost-effective leasing solutions that empower North American companies to optimize their capital expenditures and dri...
Role Overview. The New York trading team is part of a global Trading team and is responsible for the execution of USD assets for clients across the Insight global footprint. Traders are responsible for ensuring our execution outcomes meet our regulatory requirements and for representing our clients with honesty and integrity in the financial markets. The trading team is also responsible for identifying and sharing market intelligence and for the ...
Insight Investment is looking for an Investment Risk Analyst to joint the Investment Risk Team in New York. Insight Investment has experienced dynamic AUM growth recently and the candidate will be joining at critical inflection point on the organizational growth trajectory. The role seeks to monitor, advise and report to Senior Management (and appropriate boards and committees) that risks are being effectively managed. The role provides relevant ...
Responsibilities. Are you a highly organized, intuitive, and dependable professional who thrives in a fast-paced environment where no two days are the same. Do you take pride in being the steady hand behind a successful executive, balancing both professional priorities and personal responsibilities with discretion, initiative, and grace. . We are looking for an experienced Executive & Personal Assistant to support a busy CEO who manages a demandi...
Insight Investment is looking for a Guideline Monitoring Manager to join the Guideline Management team in Boston. The Guideline Monitoring Manager will be responsible for the oversight of the Charles River team and ensure the appropriate handling of pre and post trade alerts, guideline coding and guideline drafting reviews. The Guideline Monitoring Manager will assist and take the lead in Guideline related projects, suggest enhancements to existi...
