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This role combines traditional customer analytics with AI, advanced analytics, and modern data technologies to identify customer trends, develop actionable segmentation, improve targeting, and support data-driven marketing strategies. We are seeking a Customer Insights Analyst to transform customer, transaction, product, loyalty, and marketing data into actionable insights that drive customer growth, engagement, retention, and overall business performance.

YEAR

Catalyst Brands LLC

Customer Analyst

We are open to candidates from a variety of professional backgrounds, including: Public finance or investment banking; Municipal advisory or financial advisory; Senior living or long-term care operations; Chief financial officer, finance, or development roles at nonprofit senior living organizations; Healthcare finance or real estate finance; Strategic, management, or capital-planning consulting; or. Origination & Business Development: Identify and cultivate new client relationships and strategic opportunities; engage senior living leaders in consultative discussions regarding capital needs, growth plans, affiliations, refinancing, campus repositioning, and long-term financial strategy.

Piper Sandler Companies

Public Finance Investment Banking Director - Senior Living

Typical duties could include revenue, cost or investment accounting, government reporting, working with other companies on crude, gas or product imbalances and exchanges, or internal auditing, management reporting and analysis, and credit administration. The program consists of short training sessions led by experienced Finance professionals within the company, introduces concepts of upstream oil and gas operations, and provides insight to the differentiating strategy of ConocoPhillips.

ConocoPhillips

Graduate Analyst, Accounting & Finance 2027

Ability to perform in depth analysis of portfolio model results including ad hoc analysis to interpret portfolio model results and to communicate those interpretations in ways easily understood by the groups using model outputs. Use portfolio model to run and analyze evaluations of the MRO base portfolio, acquisitions, divestitures, capital allocation options, planning scenarios and sensitivity runs for variables such as price forecasts, cost estimates, and other market conditions.

Work at Acme.com

Strategic Portfolio analyst

The Principal may be responsible for direct day to day supervision of Associates and Analysts, providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. ABOUT THE ROLE: Provide leadership in the pitching and execution of CIB transactions while providing support to the Managing Directors in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately across the groups projects and that the high-priority projects are getting the appropriate attention.

Fifth Third Bancorp

Investment Banking Principal / Vice President - Environmental Services

Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company’s esteemed annual list of the World’s Most Innovative Companies, as well as recognition as one of U.S. News & World Report’s Best Companies to Work For in 2024. Responsibilities: The Hines Early Experienced Rotation Program is designed to offer a hands-on learning experience, the ability to gain exposure to multiple disciplines within the firm, and the opportunity to make a meaningful impact.

Hines

ElevatE Rotation Program Analyst/Associate

[AW]-iCims

Key Responsibilities: Gathers information needed to underwrite loan packages by conducting customer interviews and requesting credit reports and financial statements on borrowers and guarantors of proposed requests; works to clear any outstanding exceptions. Working Conditions: Conditions involve lifting no more than fifteen pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.

Woodforest National Bank

Credit Analyst I

Key Responsibilities: Gathers information needed to underwrite loan packages by conducting customer interviews and requesting credit reports and financial statements on borrowers and guarantors of proposed requests; works to clear any outstanding exceptions. 1 years' experience in the banking or financial services industry with exposure to Credit Risk Management, Consumer/Commercial Loans, or similar lending compliance related work experience preferred.

Woodforest Bank

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This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. This job is responsible for analyzing and interpreting a client's credit worthiness, evaluating credit risks, and writing credit approval memos for annual renewals and new lending opportunities.

Bank of America

GCIB Credit Analyst

FULL_TIME

The position partners closely with Treasury, FP&A, Accounting, Tax, Legal, and external banking partners to deliver high-quality analysis and execution support for debt and capital markets activities. Support month‑end and quarter‑end close processes for treasury, including debt valuation reports, treasury support packages, journal entry preparation/backup and account reconciliations in collaboration with Accounting.

Celanese International Corporation

Senior Treasury Analyst

8 Managing agile projects at state or federal government agencies or similar 8 Business Analysis 5 Preferred Knowledge and experience with common project management systems like Jira 5 Preferred Quality Assurance 5 Preferred Data Analysis 3 Preferred Experience with creating Texas Project Delivery Framework deliverables and managing projects using this framework strongly preferred. In addition to BA and Quality Assurance (QA) tasks, this role will also be the Scrum Master for the project team, and will be responsible for status updates, project reporting, leading meetings with the program area and the vendor's sprint team.

Sistema Technologies

Business Analyst 1624R

This individual will work closely with senior bankers and clients, gaining meaningful transaction responsibility and exposure throughout the deal process. Our client is a rapidly growing middle-market investment bank offering significant M&A execution exposure and career development opportunities.

Selby Jennings Ltd

Investment Banking Associate

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Education: Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required.

Banco Santander (Brasil) SA

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Prepare financial analyses for various personal wealth management issues; including investments, estate planning, tax planning, debt management and insurance.

Tolleson Wealth Management

Client Advisory Team Analyst

Reporting to the Manager of Consumer Risk, the person in this role will support the TFSB Credit Risk department’s objective to strengthen credit and residual value risk oversight through data-driven insights, robust analytics, and clear reporting for senior management, board, and regulatory stakeholders. The ideal candidate will bring advanced technical capabilities, sound business acumen, and the ability to work independently while partnering effectively across teams to deliver accurate, actionable insights.

How do we create some of the most advanced, reliable and safe vehicles? It starts with our manufacturing principles and management philosophy. We’re always looking for ways to improve our operations, always challenging ourselves to innovate, always looking to collaborate, always improving each day in everything we do.

Toyota

Senior Analyst, Consumer Credit & Residual Value Risk

The Global Fixed Income, Currency & Commodities Operations (GFICCO) team perform end to end trade control, confirmation, and settlements processes across GFICCO businesses and provides utility OTC derivative confirmation and settlement services for non FICC businesses. Within GFICCO, the teams provide multiple services such as GFICCO trade control, settlement, Over the Counter (OTC) derivative confirmation and settlement, and commodities operations.

Ops Analyst MKTS

This is an opportunity for an analytically driven professional to work closely with trading and commercial teams, developing sophisticated risk models, enhancing portfolio visibility, and delivering actionable insights that support trading strategies and portfolio performance. As part of the Portfolio Optimization team, you will play a key role in developing the analytical tools, quantitative models, and risk frameworks that underpin our trading activities.

Gunvor Group

Quantatative Risk Analyst

The Retail Power Portfolio Analyst III supports BKV Energy's Go-To-Market (GTM) organization by developing, maintaining, and enhancing analytical tools that inform pricing, acquisition, retention, and risk management decisions for Residential and Small Commercial customers. Responsibilities Support recurring daily, weekly, and monthly operational and analytical deliverables, including retail COGS reporting for Residential and Non-Commercial segments, daily cash ‑ month P&L estimates, and weekly risk management reports.

BKV Corp

Retail Power Portfolio Analyst III

The Senior Underwriting Strategy Analyst supports the Director of Underwriting Strategy in driving portfolio performance, optimizing underwriting, and advancing strategic initiatives across the underwriting lifecycle. At GuideOne, we believe that our people are our greatest asset, and we foster a sense of collaboration among our team members so they can learn from and inspire one another to deliver excellence in risk solutions and services to our customers.

GuideOne Insurance

Sr. Underwriting Strategy Analyst - Remote Opportunity

Coordinates all project activities, including reviewing the current MIS, translating current MIS functionality into usable system requirements, gathering and documenting business needs and system requirements, and performing a gap analysis of existing system documentation against federal, state and program requirements. Provides support, direction and guidance to team members in analyzing current systems and supporting documentation to develop business requirements and conducting a gap analysis of existing system functionality documentation against current documentation and program requirements.

Investment Analyst Jobs in Texas

Customer Analyst Catalyst Brands LLC

Public Finance Investment Banking Director - Senior Living Piper Sandler Companies

Graduate Analyst, Accounting & Finance 2027 ConocoPhillips

Strategic Portfolio analyst Work at Acme.com

Investment Banking Principal / Vice President - Environmental Services Fifth Third Bancorp

ElevatE Rotation Program Analyst/Associate Hines

Credit Analyst I Woodforest National Bank

Credit Analyst I Woodforest Bank

GCIB Credit Analyst Bank of America

Senior Treasury Analyst Celanese International Corporation

Business Analyst 1624R Sistema Technologies

Investment Banking Associate Selby Jennings Ltd

Investment Banking Associate Banco Santander (Brasil) SA

Client Advisory Team Analyst Tolleson Wealth Management

Senior Analyst, Consumer Credit & Residual Value Risk Toyota

Ops Analyst MKTS Bank of America

Quantatative Risk Analyst Gunvor Group

Retail Power Portfolio Analyst III BKV Corp

Sr. Underwriting Strategy Analyst - Remote Opportunity GuideOne Insurance

Business Analyst Specialist PROLIM Global Corporation

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