Posts in Financial Services
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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Portfolio Accountant

Investment Management company seeks a Portfolio Account for their New York office. The Portfolio Accountant is responsible to maintain accurate books and records of funds. Responsibilities also include opening accounts, solving operational related inquiries, and reconciling cash and positions on a daily basis.

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Product Developer -Real Estate/Private Equity

Global Financial Services Company seeks a Product Developer in their New York City office. The Product Developer will be responsible the direction over the Real Estate Services offering including assessment of market and client intelligence and demand. Responsibilities also include leading strategic business initiatives to enhance Real Estate and Private Equity platforms, including the execution of projects, businesses cases, and budgeting. You also must be able to identify trends in market analysis, seek feedback on sales and client services, and provide analysis and solutions for capabilities across service offerings.

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SOX Compliance Officer

Global Financial Services Company seeks SOX Compliance Officer in their New York City office. Responsibilities include coordinating reporting processes for internal controls while ensuring that key risks and controls, policies and procedures are properly maintained. You will also identify and analyze control weaknesses in processes in order to make recommendations for improvement, and provide progress reports on ICOFR status and quarterly conclusions. This position will communicate regularly with the Audit Committee and CFO.

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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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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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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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