Posts in Financial Services
AVP, Portfolio Administration

A Market Leading Financial Services company seeks an Assistant VP for their Portfolio Administration team in their Chicago office. Successful candidates will have a minimum of 5-8 years of experience in loan operations as well as a strong understanding of credit agreements and LSTA trading documents. This person will manage a team of 5+ employees and will work with senior managers to improve processes throughout the department. This person must have strong written and communication skills, a Bachelor’s degree, excellent Excel skills, and experience with a loan administration software.

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Real Estate Loan Portfolio Compliance Manager

Looking for candidates with 8+ years’ experience supporting the legal/documentation process for Real Estate Loan transactions as this person will be responsible for managing all legal documents and loan onboarding entries in company’s portfolio. Position will work closely with various departments so they should have an eye for detail and collaborative mindset. Must have management experience for a high growth loan/legal documentation group. Reporting into the Director of Compliance, you will update and improve various reporting processes, assist in internal reporting, and perform various data and client requests. Must have advanced MS Office skills.

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Research Analyst

A Professional Services firm providing research to buy side institutions seeks an Analyst. Responsibilities include: brainstorming event topics on the European equity markets; utilize company rolodex to identify industry experts to present on teleconferences; moderate teleconferences and engage industry experts by asking insightful questions.

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Product Control- Trade Desk PnL

A Global Financial Services firm seeks Product Controllers in their New York office.  We have multiple needs supporting either Fixed Income, Prime / Securities Lending or Real Estate desks. Product Controllers must have deep product knowledge and hands on experience calculating and analyzing P&L, and explaining P&L movements in addition to proving daily revenue, comp, and other expense inputs to the management reporting group; reviewing and updating run-rates and other inputs as needed; month end actual vs reported review and reconciliation; and being responsible for the proper accounting treatment of trading activity including preparing journal entries and performing the month end general ledger accounting close. Must have strong Excel skills. Query skills is a huge plus.

Competitive Pay. Lots of growth opportunities.

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Digital Marketing Manager

Our client, a Market-Leading Financial services company, seeks a Digital Marketing Manager for their New York office. Responsibilities include developing marketing content for various platforms and monitoring all digital practices and activity for the company. Additional responsibilities include working with various teams and departments to build out a digital program. The ideal candidate will have a Bachelor’s degree and experience with employee/brand advocacy programs. They will also have excellent communication skills, strong attention to detail, and proficiency in social media platforms.

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Marketing Associate

A Market Leading Financial Services company seeks a Marketing Associate for their New York office. This person will work to develop marketing strategies to expand and deepen relationships with clients. The ideal candidate will have 3-5 years’ experience in financial services, preferably from a bank, and have a Bachelor’s degree, as well as be proficient in Excel, highly-organized, and detailed-oriented. Additional qualifications should also include strong analytical and writing skills.

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Portfolio Optimization Specialist

A Global Financial Services company seeks a Portfolio Optimization Specialist in their New York office. Responsibilities include oversight of Balance Sheet optimization strategies and the maximization of Net Interest Revenue, as well as handling due diligence for small business loans purchased and their RMBS portfolio. They also will directly report to Chief Adm Officer.

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Senior Hedge Fund Onboarding Project Manager

Top Fund Administrator seeks an onboarding project manager with a deep understanding of a diversity of complex hedge fund structures and investment strategies in addition to project experience from initiation to completion by creating a solid structure of project governance and managing client relationships and satisfaction. Successful candidates must have experience with both onboarding and support of funds and proven project skills to be considered.

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Marketing Compliance Associate

A Leading Global Asset Management company seeks a Marketing Compliance Associate for their Texas office. The Marketing Compliance Associate will work closely with the Legal and Compliance departments to review marketing materials for compliance with policies and requirements. Responsibilities include assisting and implementing compliance requirements for the company’s investment activities and researching and recommending specific projects to boost compliance programs and processes. The ideal candidate has a Bachelor’s degree and 2-7 years’ experience in marketing compliance. Additional qualifications include knowledge of regulatory requirements and reviewing types of marketing collateral and investment products and strategies, as well as a strong sense of integrity, ability to work independently and with a team, and multi-task. A minimum of FINRA Series 7 is required.

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Cash Desk Associate/Senior Associate

A Leading Global Asset Management company seeks a Cash Desk Associate/Senior Associate for their West Coast office. Responsibilities include monitoring cash management processes and working with Short Term traders to ensure accurate investment and the execution of necessary funding actions. They will review ways to enhance reports and tools through automation and generate daily management and audit reports for Cash Flow reporting and Forecasting, as well as work various groups based on directed cash contributions and withdrawals and recognize the potential risks within these processes. Additional responsibilities include working with custodians and accounting group to reconcile cash balances and providing accurate responses to various queries from stakeholders. The ideal candidate will have a Bachelor’s degree, Business, Finance or Econ preferred; a minimum of 2 years’ experience within Financial Services, Asset Management, Operations or Accounting; trade settlement or back or middle office experience; strong Excel skills, excellent communication skills, and a baseline understanding of trade flow/trade processes.

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Fund Statistics Associate/Senior Associate

A Global Leading Asset Management company seeks a Fund Statistics Associate for their West Coast office. Fund Statistics Associate will create mutual fund reporting to clients and monitor nightly pricing and performance for Portfolio Management reporting. Responsibilities include developing audit reporting for various management teams, managing projects related to process improvements and development, and monitoring external service providers. They will also maintain mutual fund performance, create statistical reports and respond to due diligence questionnaires and business proposals, as well as provide phone support for shareholders. The ideal candidate will have a minimum of a Bachelor’s degree (quantitative or analytical field a plus), 1-5 years’ experience at an investment company and in fixed income. They will have knowledge of financial markets and mutual fund operations and Excel, VBA, SQL, and Business Objects. The completion of Series 7 & 63 is required within 3 months of service.

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Derivatives Operations Associate/Specialist

A Leading Asset Management firm seeks a Derivatives Operations Associate/Specialist in their West Coast office. Responsibilities include gathering data on counterparty risk and internal systems and contribute to the development of reports that highlight the risk. They also should be able to assist in the reconciliation process for derivative products as well as improve collateral optimization. Additional responsibilities include managing electronic confirmation workflow and novation consent process and review ISDA Confirmations for a range of OTC Derivative products. The ideal candidate should have a Bachelor’s Degree and at least 2-5 years’ experience of Investment Operations. They should have knowledge of OTC derivatives and ISDA, GMRA, and MSFTA documentation. They must be an excellent communicator, have strong Excel skills, and the ability to multi-task.

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Chief Technology Risk Officer

A Worldwide Banking and Financial Services Holding company seeks a Chief Technology Risk Officer for their New York office. Chief Technology Risk Officer is a 2nd line risk function accountable for oversight and creditable challenge of the Technology department’s management of their technology risks. They must be able to meet goals and objectives and apply the understanding of control and risk management concepts and systems architecture hardware.

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Sales Support Manager

A market-leading Financial Services company seeks a Sales Support Manager for their Chicago office. The Sales Support Manager is responsible for supporting sales and client services teams through research, CRM maintenance, and assisting with technology improvements. Responsibilities also include conducting primary research on current and prospective clients, and summarizing findings in formal research reports. They also will manage a team of Associates and ensure quality control on the teams’ production.

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VP, Business Development

Professional Services firm seeks a VP of the Business Development team in their New York office. The VP of Business Development is responsible for generating revenue by selling access to subscription-based platform, building relationships with corporate clients. Responsibilities also include developing a strong knowledge and understanding of the competitive landscape and help producing marketing collateral for pitches and events. They also gather client feedback to better understand individual account/client needs.

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