Posts in Financial Services
Client Advisory Associate

Asset Manager seeks a Client Associate in their New York City office. This role will primarily support the sales and servicing of the company’s alternative products. The main responsibility of this role will be to respond to client and prospect requests, and inquiries. You will also analyze business information reports, assist in building efficient business processes, and use CRM tools for special projects. The ideal candidate should enjoy working with data, have a client service mindset, be proactive in completing tasks accurately and on time, and successfully build strong relationships.

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Junior Recruiter / Research Intern for Financial Services, STEM, Digital Assets / Blockchain, Engineering

Rockwood Search is seeking a current college student (internship) or recent graduate (full time), to join their team as a Junior Recruiter. The ideal candidate would be extremely outgoing, driven, and detail-oriented. Amazing opportunity to learn the ins-and-outs of recruiting while developing fundamental business skills, including the opportunity to actively engage, and build relationships with clients in a variety of high-level industries.

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VP-Key Accounts

Our client, a global Investment Services Company, is seeking a Vice President of Key Accounts to join their New York City office. This role will take the lead on developing growth opportunities within existing accounts, identifying risks and implementing plans to increase usage, engagement and value delivery. Responsibilities include setting the overall vision and account strategies to support growth and gain market share within key accounts, maintaining a strong understand of changes in the client’s industry, and overseeing end-to-end client relationship and management.

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Business Development Associate –RFP/DDQ (West Coast)

Our client, a leading global Asset Management Firm, is seeking a Business Development Associate to join their West Coast office. Specific responsibilities include supporting the Business Development support team in the Request for Proposals process, and responding to Due Diligence requests and Client Questioners. Additional responsibilities include maintaining and updating firm and product profiles across all consultant and third party databases, and developing and maintaining relationships with consulting firms. This position offers hands-on experience in relationship development, project management, and problem solving.

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Associate Manager, Digital Marketing

Our client, a growing and successful Insurance company, is seeking a Corporate Vice President of Underwriting Innovation. This role will entail designing the ideal underwriting and applications process and developing an improved underwriting rules solution which would enable the ability to give underwriting approval at point of sale. As well as, delivering key strategic capabilities and thought leadership to Underwriting innovation, research and development.

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Buy-Side Regulatory Reporting

A global leader in alternative investment, is seeking a sharp individual to join their New York City Office. The individual will be responsible for assisting with coordinating regulatory reporting filings, learning the various data components within company’s proprietary data warehouse, preparing regulatory filings with multiple government agencies including Form PF, Form SLT, Form Tic-B, Form PQR, determining the fund scoping of each quarterly regulatory filings, and researching of new regulatory developments and reporting requirements,.

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Data Analyst/Junior Risk Manager

A leading global asset management firm is seeking an intellectually curious individual to join their New York City office. This position is responsible for creating and analyzing data from trading and risk, will work alongside Portfolio Managers to assist in developing new strategies, and apprentice with the Chief Risk Officer to learn market risk duties.

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Client Service/Investor Relations Associate

A market-leading, award-winning investment firm is seeking a highly detail-oriented individual to join their New York City team. This position will include supporting Senior Relationship Managers with on-going management of existing relationships, updating and managing client and prospect relationship information in firm’s CRM, and participating in projects aimed to enhance client experience. The ideal candidate must be flexible, have the ability to mutli-task, and make decisions in a fast-paced environment.

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Business Development Associate

Our client is a collaborative, leading, global asset management firm. Gain hands-on experience in relationship development, project management, and problem solving. Specific responsibilities include supporting the Business Development support team in the Request for Proposals process, and responding to Due Diligence requests, and Client Questioners.

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Consumer Bank Compliance Officer

Our client, a global financial services company, is seeking a Compliance Officer to join their Compliance Team in New York, NY. The ideal candidate will support the consumer regulatory compliance functions for and support the development, implementation, and maintenance of a consumer regulatory compliance program through compliance activities across various lines of business, branches, and operating departments. Must have experience in the banking industry, and in- depth knowledge of deposits and lending products and applicable laws and regulations, included but not limited to strong knowledge of assigned laws and regulations, included but not limited to ECOA, Reg. DD, Reg. CC, RESPA, TILA, CRA, HMDA & FCRA.

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