Accounting & Finance jobs in United States - Page 5

Are you ready to take your career to the next level? We are seeking a dynamic and experienced VP-level Originator to join our talented SECM Americas team. In this pivotal role, you will have the opportunity to shape the future of equity capital markets transactions while collaborating with a diverse range of corporate and institutional clients, including financial sponsors, holding companies, and investors. About Us: Our SECM team specializes in equity derivatives, innovative equity-based financing transactions, and strategic equity-linked capital markets solutions. As a key player in our team, you’ll be instrumental in driving marketing, origination, structuring, and execution efforts, contributing to the overall growth and development of our platform. What You’ll Be Doing: Drive Business Success: • Take the lead in marketing initiatives targeted at prospective clients and banking partners., • Generate creative transaction ideas and compelling pitch proposals that set you apart., • Prepare transaction proposals and assist senior team members in delivering presentations to senior management and Risk., • Become a trusted partner in developing specific execution plans for diverse transactions and lead the onboarding process for clients., • Work with the SECM team to enhance our infrastructure for new product delivery, coordinating effectively with internal and external stakeholders. What You Bring: Qualifications • Bachelor’s degree., • A minimum of five years of progressive experience in finance, with at least two years focused on structuring and executing equity-linked products, derivatives, and capital raising., • Proven track record of creating high-quality presentations and compelling content tailored to structured equity products., • Strong ability to present to internal committees, key stakeholders, and clients confidently., • In-depth understanding of corporate finance, capital structure concepts, and capital markets solutions., • Familiarity with regulatory, tax, accounting, and securities law., • Proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint, with a knack for building and managing financial models., • Exceptional mathematical and technical skills., • Effective communication and interpersonal abilities., • Fluency in English (written and spoken) is required., • Possession of Series 79 and 63 licenses. Why Join Us? • Be part of a collaborative and innovative team that values your ideas and contributions., • Gain access to a robust professional development program to enhance your skills and career trajectory., • Enjoy a competitive salary and comprehensive benefits package. Apply now and be part of our success story! Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for this position will be between $200,000 - $250,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.

Our client, a leading global financial services firm, is seeking a bilingual (English/Portuguese) Receptionist to support front-of-house operations and ensure a seamless, high-touch office experience. This is a temporary position with the potential to convert to a permanent role. Responsibilities: • Greet all incoming guests and maintain a polished, professional front-of-house presence, • Coordinate video conferences and meeting requests across international teams, • Manage conference room calendars, including time zones, participants, and special requests, • Answer and route incoming calls on main phone lines, • Coordinate with internal teams to support onsite meetings and events, • Set up and break down meeting rooms, including catering, • Maintain cleanliness and organization of conference rooms, kitchen, and reception areas, • Partner with janitorial staff to restock pantry and office supplies, • Organize shipping, messenger services, and incoming/outgoing deliveries, • Print and bind presentations and materials as needed, • Provide guests with beverages and general hospitality support, • Assist with video conference setup and troubleshooting, • Provide backup reception coverage for additional office locations as needed, • Maintain inventory of office and pantry supplies, • Liaise with building security for guest check-in and ID access, • Identify and report equipment or facility issues, • Provide administrative support to various departments as needed Requirements: • Fluency in Portuguese, • Bachelor’s degree preferred, • Impeccable professional demeanor appropriate for a front-office environment, • Strong communication and interpersonal skills, • Positive, team-oriented attitude, • Ability to multitask and problem-solve in a fast-paced setting, • Proficiency in Microsoft Office, • Flexibility to accommodate varying hours as needed

Optima Partners is looking for a recent graduate to join our New York City office as a Compliance Analyst, supporting our Senior Compliance Consultants in developing, implementing and maintaining compliance programs for a variety of registered investment management firms. The Analyst program consists of a 2-year hands-on training program. All Analysts receive formal and practical training as well as an assigned mentor. This is a full-time hybrid role based in New York City. Key Responsibilities • Monitoring expert network calls, • Monitoring employee personal trading and electronic communications, • Preparing and maintaining employee disclosure forms and assisting clients in organization and maintenance of required books and records, • Performing periodic forensic testing around personal trading, political contributions, gifts and entertainment, outside business interest, and other conflicts of interests, as part of client’s compliance monitoring program, • Developing and implementing compliance policies and procedures, • Assisting in annual compliance reviews and mock regulatory examinations, • Registering clients as investment advisers/broker dealers with the appropriate US regulatory bodies, • Preparing and submitting annual and quarterly regulatory filings, • Assisting in providing regulatory exam support, • Possible promotion to Associate after 2-years, • Reporting line to Director at Optima Partners Requirements • Undergraduate degree required from an accredited college or university; Masters degree is a plus, • Permitted to work in the US, • Must be able to start immediately, • Excellent written and verbal communication skills, • Independent, self–starter, as well as collaborative problem solver, • Strong analytical and research skills, • Ability to multi-task and prioritize across a range of projects with constantly shifting priorities in a team environment, • Ability to master new tasks quickly Optima Partners is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status age or disability.

Facilities/Office Coordinator A global real estate firm is hiring for an Office/Facilities Coordinator to work at their NYC HQ. The coordinator will be responsible for supporting the day-to-day facilities and manages vendor coordination, space planning initiatives, and office operations in a fast-paced environment.. The ideal candidate is organized, responsive, proactive and professional. Compensation commensurate with experience: $65-70k + discretionary bonus + paid overtime + excellent benefits package, they have breakfast daily/snacks and great perks In office Monday – Friday in Midtown NYC working 9am-5pm Qualifications: • 1+ year of relevant larger, corporate office experience, • Polished/professional and buttoned up – not wearing a suit, but business casual/professional, • BS/BA degree required, • Someone who operates well in a very fast paced culture, • Must be Type A personality – very strong attention to detail, • Must be very proactive - someone who will see an issue or a problem that needs fixing and get it fixed and solved and take ownership Responsibilities include: • Manage facilities work and building-related service requests and maintain a list of all maintenance items that need to be completed, • Conduct regular office walkthroughs to ensure our facilities meet the firm’s high standards and perform frequent checks of high visibility areas, • Liaise with external vendors for maintenance, office improvements, and special projects, • Support space planning initiatives, • Coordinate with reception for visitor seating requests and conduct office tours for new hires, • Receive requests and delegate appropriately across engineering, mailroom, reception, and vendor teams, • Partner with internal affiliate groups to plan and execute office-wide events and programming, • Organize, schedule, and manage in-office events including happy hours, lunch events, and employee engagement initiatives, • Coordinate with external vendors and internal stakeholders to ensure seamless event execution, • Manage end-to-end event logistics including space setup, catering, communications, day-of coordination, and post-event breakdown and restoration Please submit your resume to apply! You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting ___. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Senior Associate, Financial Reporting & Analysis New York City | Hybrid $125,000- $135,000 annually We’re currently working on a VP-level finance opportunity to join a global alternative asset manager in New York City. This role sits within a centralized finance team supporting multiple investment strategies and works closely with platform finance, FP&A, investment teams, and the firm’s public company (SEC) reporting function. The position provides a cross-platform vantage point across credit and other strategies, helping drive consistency in financial reporting, accounting treatment, and disclosure processes across the investment platform. Responsibilities: • Supporting SEC reporting and public company financial disclosures related to the credit platform, • Serving as a central hub coordinating reporting deliverables across investment finance teams, • Advising on complex accounting treatments and fund structures, • Reviewing reporting metrics, variance analysis, and operational performance data, • Working with external administrators and internal accounting teams, • Driving automation and process improvements across reporting and analytics workflows Requirements: • CPA required, • 2-4 years of experience in public accounting or financial services, • Exposure to investment management, credit funds, or alternative asset managers, • Experience with SEC reporting or public company financial disclosures, • Strong understanding of fund structures, fee bases, leverage, and operating metrics

About Us: The Global Securities Financing team is at the forefront of client service, offering innovative solutions across Repurchase Agreements (Repo), Securities Lending, derivatives, and loan formats. We are dedicated to driving value for our diverse client base, which includes asset managers, pension funds, hedge funds, insurance companies, and family offices. Opportunity: We are seeking a driven and experienced GSF Financing Sales professional to significantly expand our presence and revenue generation within the Americas market. This role is central to our Fixed Income Repo/Reverse Repo activities, spanning a broad spectrum of assets from U.S. Treasuries to complex securitized products. If you possess a deep understanding of the repo market, a strong network, and a passion for identifying new business opportunities, this is your chance to make a substantial impact. What You Will Do: • Drive Market Expansion: Leverage your extensive market experience and robust network within the repo market and with collateral optimization teams to enhance our profile across a variety of fixed income asset classes., • Innovate and Strategize: Analyze market trends and collaborate closely with our global Global Securities Financing trading and structuring teams to identify and develop innovative new products and trading strategies., • Originate and Grow Business: Cultivate deeper relationships with existing counterparties while proactively seeking out and onboarding new clients, focusing on delivering solution-driven business., • Optimize Trading Platforms: Utilize and contribute to the development of trading platforms such as Tradeweb and GLMX, staying abreast of their functionalities., • Understand Regulatory Landscape: Apply your knowledge of the various ratios and constraints applicable to banks and dealers to inform sales strategies., • Develop Monitoring Tools: Contribute to the specification and enhancement of monitoring tools to ensure efficient oversight of sales activities. What You Bring: • A Bachelor's degree is required; a graduate-level degree, particularly in a quantitative field, is strongly preferred., • 8+ years of demonstrable market experience in Fixed Income Financing, with a proven track record of success in sales or origination., • Superior knowledge of Fixed Income Financing and the repo market., • Familiarity with securities financing and derivative systems (e.g., Summit, Smart Loan)., • Proficiency in Microsoft Excel, including advanced functions, macros, and tools., • Exceptional verbal and written communication skills, with the ability to articulate complex information clearly and concisely., • Proven ability to work effectively under pressure and meet tight deadlines, especially during bidding processes., • A genuinely collaborative spirit and demonstrated ability to be a strong team player., • Experience utilizing CRM tools efficiently., • FINRA Series 7 and 63 licenses. Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for this position will be between $250,000 - $310,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.

Associate - PE Advisory & Consulting • Location: Chicago, Dallas, Los Angeles, or New York, • Coverage: Consulting / Financial & Operational Advisory / Investment Banking Overview This position offers the opportunity to work across financial, operational, and strategic workstreams within a fast‑paced consulting environment. As an Associate, you'll partner directly with senior leaders and client teams to address complex business challenges ranging from due diligence and value creation to transformation, restructuring, and M&A-related processes. You'll manage discrete workstreams, contribute to high-impact initiatives, and help drive meaningful outcomes for clients. This role is ideal for someone who thrives in a high‑performance culture and wants to play a key role in the growth of a rapidly scaling advisory firm. Key Responsibilities • Collaborate with senior leaders and client stakeholders to tackle financial and operational challenges related to due diligence, value creation, transformation initiatives, restructuring, and M&A/capital markets processes., • Analyze financial statements and operational metrics, including P&L, balance sheet, cash flow, debt schedules, and KPIs., • Build advanced financial models such as three‑statement forecasts, 13‑week cash flows, discounted cash flows, LBOs, accretion/dilution models, and value creation frameworks., • Support specialized workstreams including-but not limited to-bankruptcy preparation, liquidity analyses, vendor reviews, KPI development, incentive plan design, workforce analytics, general ledger reviews, S&OP, organizational design, go‑to‑market strategy, and business process optimization., • Create high‑impact presentations and reporting materials (e.g., dashboards, performance updates, investor/board materials)., • Provide coaching and mentorship to junior team members., • Contribute to internal training, methodology development, and best‑practice sharing., • Support business development efforts and client relationship management., • Assist with talent acquisition, firm‑building activities, and cultural initiatives. Qualifications • Bachelor's degree from a competitive undergraduate program., • Based in or willing to relocate to Chicago, Dallas, Los Angeles, or New York., • Comfortable working in a collaborative, team-based environment with a hybrid in-office schedule (4 days/week) and travel to client sites as needed., • Minimum 2 years of experience in investment banking or private equity., • Formal training in financial modeling from a top-tier institution or firm., • Proven ability to develop and maintain financial models, KPI dashboards, and complex analytical work-or the capability to ramp quickly., • Strong communication skills and executive presence., • Demonstrated success operating within lean, fast‑moving teams., • High attention to detail, responsiveness, and an ownership mindset., • Track record of excelling in high-pressure, client-facing settings. If you'd like to learn more, please apply today and a member of our team will reach out with more information!

A leading systematic hedge fund, analogous to the quasi-academic, creative, research driven environments, is seeking exceptional quant researcher to join their systematic equity trading group. Quant Researchers are tasked with using a variety of complex scientific/mathematical methods in order to spearhead cutting edge research and in turn predict investment returns in large sets of rapidly changing financial data. The team develops and maintains signals, quantitative models, data analytics, and software tools for the electronic equity trading business. The core responsibilities include: • trading strategies and alpha generation, • portfolio optimization and hedging methods, • micro-structure models for estimating the costs of trading- analysis of the client order flow, • volatility and return prediction models Prior finance experience is not necessary however a background in quantitative modelling and exposure to data analysis would be required.

IMMEDIATE HIRE.- EXEC C-SUITE ASST ( BEST OF THE BEST) FOR THIS EXTREMELY HIGH PROFILE, ELITE GLOBAL INVESTMENT GIANT. WORLD RENOWNED HYBRID 3 DAYS IN. This will be supporting C-SUITE INDIVIDUALS. Must have supported C-Suite Individuals in Investment/Finance or Banking. Must have a Bachelor's degree with 12-15 yrs of work experience.MUST HAVE SOLID WORK HISTORY. NO JUMPY RESUMES. Must be able to handle confidential information. Maintain complex and dynamic calendars, prioritize and triage incoming communications, requests, and deliverables, and serve as a liaison with internal teams and external stakeholders. • Coordinate travel, meetings, and events with precision, providing high-quality administrative support, ensuring seamless day-to-day operations. • Gain opportunities to own ad hoc projects that require proactive problem-solving, along with select personal support to ensure alignment between professional and personal commitments. Excellent judgement, meticulous attention to detail, and keen written and verbal communication skills AMAZING BENEFITS- FULL RESTAURANT, FITNESS CENTER, ETC Benefits information Benefits include medical, dental, vision, retirement, and PTO Equal Employment Opportunity Statement: Noor Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.” Physical Requirements: This position requires the ability to perform the essential functions of the role, which may include standing for extended periods, bending, reaching, and lifting up to 50 pounds on an occasional basis, with or without reasonable accommodation. Physical demands may vary depending on assignment and client-site requirements.

The ideal candidate is an analytical team player who will be responsible for leading a team of high performing individuals who own the entire product lifecycle from strategy to evaluation. You will also work cross-functionally to complete product roadmaps and discover new opportunities. Responsibilities • Create business models and analyze competitive landscape, • Develop and monitor data-driven analytics, • Mentor employees to help them achieve individual & team objectives Qualifications • Bachelor's degree or equivalent 3+ years of experience in Product Management, Engineering, or Consulting, • Strong written, verbal and collaboration skills, • Experience in Payment, Wallet, BNPL and LOANs exposure

Portfolio Associate Job responsibilities include high touch client service, establishing new accounts, trade processing and trade allocations, interfacing regularly with Trading, Compliance. Must follow the markets. SERIES 7, 63 or 66 required. Facility with technology, including using a PMS, and, strong Microsoft Excel skills required. Candidate will have an excellent opportunity to advance in this role. Must have relevant experience.

Administrative Assistant A global investment firm is hiring for an eager Administrative Assistant to support Executives across their Investments, Communications and Events divisions. This role will help deliver high-quality experiences that reflect the organization’s brand and objectives. The successful candidate will have the ability to multitask, demonstrate foresight and collaboration, be highly responsive and have the willingness to learn and adapt in a growing, fluid environment. Salary commensurate with experience: $75-95k base + paid overtime + discretionary bonus + fully paid benefits, 401k, PTO and additional perks Location: This role is based in office Monday – Friday in Midtown East, NYC Hours: 8:30am-6pm daily with flexibility as needed Responsibilities include: • Manage the team’s Microsoft Outlook calendars and coordinate scheduling, • Answer calls and relay messages appropriately, • Prepare and submit expense reports and assist with tracking event budgets, • Manage domestic and international travel, preparing a detailed itinerary, • Assist with maintaining project timelines, • Support event logistics and prepare event collateral, • Prepare collateral such as name badges, signage, and registration lists, • Provide on-site event support on an ad-hoc basis when needed Seeking: • 2–4 years of administrative support experience; financial experience a plus, • Bachelor’s degree from an accredited college or university; degree in communications, marketing, hospitality, or a related field preferred (or equivalent experience), • Strong organizational and time-management skills with exceptional attention to detail and ability to prioritize, • Proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel); familiarity with event management tools such as Splash, Cvent, or Salesforce a plus, • Ability to work flexible hours, including evenings and weekends, as required by event schedules Please submit your resume to apply! You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting ___. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Proficiency in Mandarin Chinese mandatory Role: Credit Manager Location: Midtown, NY Essential Functions: • Direct the workflow of the Department and monitor the turnaround time of each project., • Approve new credit loan applications and annual loan reviews (as applicable), jointly with the Deputy CEO., • Review real-estate appraisal and environmental reports during the loan application process., • Recommend (or approve, as applicable) commercial loan and trade service transactions (collateral, customer rating, facility rating, credit limit, loan agreement and loan advances) in the GCMS system., • Delegate staff to to review loan documents prior to to execution and loan closing, to to ensure accuracy and compliance with approved terms and conditions and Bank policy., • Co Co-ordinate the loan reviews conducted by external loan reviewers and auditors; and handle queries., • Supervise weekly, monthly and quarterly reporting to Headquarter. Monitor and report the status of classified loans monthly to the Loan Committee., • Handle loan recovery actions; and coordinate with attorneys as necessary., • Manage NYR OREO portfolio, • Supervise the NYR Credit Department staff., • Provide training to Credit staffs internally and via outside professional development platform within the Bank's budget., • Strong experience with credit analysis, commercial loan analysis, real estate market knowledge, CRE, C&I, structured assets etc. Required Education and Experience: • Bachelor's degree (BA) from a four-year college or university., • 5-10 years of related experience and/or training., • 3+ years in Commercial Real Estate

Private equity firm in NYC is hiring a Fund Accounting Administrator to join the Fund Accounting and Operations Team. This is a temp to perm position. Responsibilities: • Prepare and update quarter-end Financial Statements using Microsoft Word, • Track and communicate the status of quarterly reporting, • Collaborate with Valuations Reporting team to provide deliverables for Limited Partner Quarterly Reports, • Coordinate with Senior Fund Accountants and external auditors to post requested support, • Code invoices for payment using Concur Invoice, • Help update the teams numerous trackers and calendars, • Submit expense reports for the team, • Sign the team up for their yearly CPE credits, • Help organize team building events and activities Requirements: • Bachelor’s degree is required, • Familiar with Microsoft Office (specifically Word, Excel, and Outlook)

The Director is a supporting member of the in the Bank's Fund Finance Solutions Department ("FFSD") reporting directly to senior management and will play a critical role in expanding and developing the fund finance business in Japan, working closely with Tokyo office and Japanese-speaking stakeholders. The successful candidate will be responsible for communicating with the head office, promoting fund finance products, and syndicate transactions to Japanese investors. The team member will also be responsible for providing portfolio level reporting regarding risk frameworks for senior stakeholders, assisting with team strategy, planning, exposure management, and generally leading or contributing to projects, as needed. Position Responsibilities/Duties • Lead efforts to promote and expand the fund finance product suite in the Japanese market alongside the structured finance team in Tokyo., • Identify new opportunities and support the local team in Tokyo in origination of new subscription secured finance transactions to ensure product offerings are competitive and compliant with the global fund finance structure., • Syndicate structured finance transactions to a network of Japanese investors including banks, pension funds, insurance companies, and other institutional investors., • Build relationships with Japanese institutional investors, and structure loan participations to the Japanese market that work to alleviate bank commitment lines., • Lead communication efforts with our departments in Tokyo and serve as liaison and translator between home office and NY-based FFSD team, • Show understanding of the fund finance solutions product suite including subscription secured finance, NAV finance, and FX hedging., • Demonstrate attention to detail and an ability to complete work accurately and precisely in a timely manner against strict deadlines with minimal need for revisions, • Bachelor’s Degree in Finance or related field; Min 7 years of comparable or relevant experience, • Business Fluency in English and Japanese, • Experience in a corporate or institutional banking group preferred, • Extensive knowledge of credit risk analysis, • Familiarity with bank regulations, risk and compliance factors and regulatory matters, • Ability to work in a fast-paced environment, handling multiple projects, • Proficiency using Microsoft Office suite (Excel, Word, PowerPoint)

Our client is a top-performing hedge fund that’s hiring a research coordinator for its growing equities business. The team is collaborative and fast-paced, and the recently launched firm has already built an impressive track record! The role is supporting several senior team members, with strong total compensation and provides a unique opportunity to join an expanding team at an early stage. Responsibilities: • Provide day-to-day administrative support to 3–4 senior members of the Equities team, • Heavy calendar management, scheduling across time zones, • Coordinate meetings, travel, and expenses, • Act as a trusted partner to the team, anticipating needs and managing priorities, • Support a fast-paced, high-touch environment with discretion and professionalism Requirements: • Prior experience supporting senior professionals in finance, investment management, or a similarly fast-paced environment, • Strong organizational skills and attention to detail, • Professional, proactive, and collaborative approach, • Ability to work on-site 5 days per week

You've spent years learning treasury the right way. Daily cash positioning, bank reconciliations, wire processing, building the muscle memory that makes a treasury function actually run. But somewhere along the way, the ceiling showed up. You're good at what you do, and nobody's asking you to do more. ⠀ This is the role where "more" is the entire job description. ⠀ 𝗧𝗛𝗘 𝗖𝗢𝗠𝗣𝗔𝗡𝗬 Pave Talent is hiring on behalf of our client, a fast-growing insurance carrier backed by a major private equity firm. This is a company that barely existed two years ago and has already scaled to a full operating team, with serious capital behind it and senior leadership pulled from some of the most recognized names in the industry. ⠀ The treasury function is brand new. You'd be joining a small, tight team working directly with the Treasurer to build operations from the ground up. This isn't a 60-person finance org where treasury runs on autopilot. Here, your work is visible to the CFO and CEO from day one, and you'll have a level of access and impact that takes years to earn at a larger company. ⠀ 𝗖𝗔𝗥𝗘𝗘𝗥 𝗔𝗖𝗖𝗘𝗟𝗘𝗥𝗔𝗧𝗜𝗢𝗡 The company just signed with Kyriba for their Treasury Management System, and the implementation hasn't started yet. The Senior Treasury Analyst will drive that buildout, but as the person running daily operations, you'll be right in the middle of it: testing workflows, migrating your daily processes into the new system, and becoming the first power user. That kind of hands-on TMS exposure is rare at the analyst level, and here it's baked into your first year. ⠀ The Treasurer put it simply: "We're building something. I need people who understand that the job will get interesting, but right now it's a lot of rolling up your sleeves." ⠀ 𝗧𝗛𝗘 𝗢𝗣𝗣𝗢𝗥𝗧𝗨𝗡𝗜𝗧𝗬 This is an operations-first treasury role. The Senior Treasury Analyst (being hired separately) will own analytical work and oversight. Your job is to own and run the daily treasury engine: cash positioning, wire processing, bank reconciliation, payment operations, and the hands-on work that keeps the function moving. ⠀ You'll report directly to the Treasurer in a team of three. There is no VP or SVP layer between you and leadership. The company operates on a flat, collaborative structure where titles are simple and access is real. ⠀ 𝗪𝗛𝗔𝗧 𝗬𝗢𝗨'𝗟𝗟 𝗕𝗨𝗜𝗟𝗗 • Own daily cash positioning across all bank accounts; manage and execute wire transfers, ACH payments, and intercompany funding, • Perform daily bank reconciliations and resolve discrepancies with banking partners, • Support banking infrastructure buildout: account setup, signatory management, and direct bank relationship contact (currently on JPMorgan Access), • Support the Kyriba TMS implementation from the operations side: test daily workflows, validate cash positioning and payment processes in the new system, and transition from manual/spreadsheet operations to integrated TMS use, • Assist with cash flow forecasting inputs by gathering data cross-functionally from accounting, investment, and operations teams, • Support liquidity monitoring, collateral tracking, and capital requirement reporting as the insurance platform scales, • Help build and document treasury SOPs, controls, and workflows where none currently exist, • Assist with FHLB program administration and other funding source operations as the capital structure evolves ⠀ 𝗧𝗛𝗘 𝗥𝗘𝗔𝗟 𝗧𝗔𝗟𝗞 This is a startup. Right now, even the Treasurer is moving cash. There are no inherited playbooks, no established SOPs, and no large team to absorb the learning curve. The hiring manager said it directly: "If I'm doing that, then everybody's all hands on deck." ⠀ If you want a role where your boundaries are clearly defined and someone else handles the ambiguity, this isn't it. If you want a role where you build something real and get a decade's worth of exposure in two years, keep reading. ⠀ You also need to understand how insurance companies make money. That isn't optional. The team recently passed on a candidate specifically because they couldn't articulate the basic insurance business model. You don't need to come from insurance, but you need to have done your homework. ⠀ 𝗤𝗨𝗔𝗟𝗜𝗙𝗜𝗖𝗔𝗧𝗜𝗢𝗡𝗦 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗱: • 2 to 8 years of corporate treasury experience (more than 8 is likely too senior for this role), • Hands-on daily experience with cash positioning, wire processing, and bank reconciliation (not just forecasting or analytics), • Working knowledge of banking platforms (JPMorgan Access experience is a strong plus), • Ability to commute to Midtown Manhattan 4 days per week, no exceptions, • Understanding of how insurance companies generate revenue (you will be asked about this) ⠀ 𝗕𝗼𝗻𝘂𝘀 𝗣𝗼𝗶𝗻𝘁𝘀: • Experience at a small to mid-size company where you touched multiple treasury functions (not just one silo at a large carrier), • Familiarity with Kyriba or comparable TMS as a daily user, • CTP certification or in progress, • Insurance, reinsurance, or financial services industry background, • Experience building processes from scratch: SOPs, controls, reporting templates, • Exposure to FHLB, revolving credit facilities, or capital markets operations ⠀ 𝗖𝗢𝗠𝗣𝗘𝗡𝗦𝗔𝗧𝗜𝗢𝗡 𝗔𝗡𝗗 𝗕𝗘𝗡𝗘𝗙𝗜𝗧𝗦 𝗕𝗮𝘀𝗲 𝗦𝗮𝗹𝗮𝗿𝘆: $130,000 to $150,000 𝗕𝗼𝗻𝘂𝘀: 10% to 15% annual target 𝗧𝗶𝗺𝗲 𝗢𝗳𝗳: 20 vacation days, 5 sick days, 14 paid company holidays 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲: Multiple plan options with 100% employer-paid medical and dental available (varies by zip code; 8 to 10 plans depending on state). Vision is employee-paid. 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁: 401(k) with employer match 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲: Monday through Thursday in-office (Midtown Manhattan, near Grand Central), remote Fridays. Core hours approximately 8:30 AM to 5:30 PM. No late-night culture; the team is typically out by 5:30. 𝗧𝗵𝗲 𝗢𝗳𝗳𝗶𝗰𝗲: Modern space in Midtown Manhattan, fully stocked with snacks and drinks. A team of roughly 65 people, growing fast. Flat culture with no VP/SVP title layers. You'll interact with the CFO and CEO regularly. ⠀ Apply via LinkedIn and we'll reach out to schedule a conversation. Confidential search; your application is fully private. ⠀ 𝗣𝗮𝘃𝗲 𝗧𝗮𝗹𝗲𝗻𝘁 | 𝗛𝗶𝗿𝗶𝗻𝗴 𝗥𝗲𝗶𝗺𝗮𝗴𝗶𝗻𝗲𝗱

Job Title: IT Desktop Field Support Engineer I Job Location: Jersey City, NJ Job Type: Contract W-2 1st Level IT Support: A global bank is seeking a IT Desktop Field Support Engineer I Responsibilities: Troubleshooting and Resolution: Provide first-level technical support to internal employees for hardware, software, and network issues via phone, email, and ticketing system. User Assistance: Guide users through step-by-step solutions to common technical problems, fostering a positive and supportive user experience. Issue and follow Documentation and Procedures: Accurately document and follow all support requests, troubleshooting steps, and resolutions in the IT ticketing system. Escalation: Escalate complex or unresolved issues to senior IT staff with clear and concise documentation. Onboarding Support: Assist with the setup and configuration of new employee workstations and accounts in addition to other equipment (Printers, etc.). Train current and new users Basic Hardware/Software Installation: Perform basic installation and configuration of software and peripherals according to established procedures. Production Process Monitoring: System Oversight: Actively monitor production systems through tools and automated reports. Alert Response: Respond promptly to system alerts and notifications, taking initial steps to diagnose and address potential problems. Data Verification: Regularly verify the accuracy and integrity of production data, ensuring it meets established quality standards. Process Adherence: Ensure production processes are being followed according to documented procedures and workflows. Reporting: Generate basic reports on system performance and any detected issues to relevant stakeholders. Skills: Strong Attention to Detail: A keen eye for detail is critical for identifying discrepancies, ensuring accuracy in documentation, and preventing errors in production processes. Strong Communication Skills: Ability to clearly and concisely communicate technical information to both technical and non-technical users, both verbally and in writing. This includes active listening and the ability to explain complex issues in understandable terms. Strong Problem-Solving Abilities: A logical and analytical approach to identifying issues, gathering information, and determining effective solutions. Organizational Skills: Ability to manage multiple tasks, prioritize effectively, and maintain organized records. Technical Skills (Important but Not Required): While not a prerequisite, candidates with any of the following experience will be at an advantage: Familiarity with Windows and/or macOS operating systems. Basic understanding of network concepts (e.g., IP addresses, Wi-Fi). Experience with Microsoft Office Suite or similar productivity tools. Exposure to IT ticketing systems (e.g., Jira, ServiceNow). Education: Bachelor's degree in a related field.

Job Title: Front Desk Coordinator Location: New York, NY (World Trade Center) – Onsite, Monday–Friday Salary: $70,000 Start Date: ASAP About the Role: A professional services firm is seeking a Front Desk Coordinator to serve as the first point of contact for the office. This individual will play a key role in maintaining a polished, welcoming environment while supporting daily office operations. Key Responsibilities: • Greet and assist guests, clients, and employees, • Answer and direct incoming phone calls, • Manage conference room scheduling and office calendars, • Ensure the reception and lobby areas are clean and organized, • Order and maintain office supplies, • Provide general administrative support to the team Qualifications: • 1+ year of receptionist or administrative experience, • Strong communication and interpersonal skills, • Highly organized with attention to detail, • Professional demeanor and reliability, • Proficiency in Microsoft Office Why This Role: • High-visibility position with exposure across the office, • Collaborative and professional work environment, • Located in the World Trade Center

Office Manager (4 Days Onsite) Experience Required: 8+ years Industry Requirement: Financial Services Schedule: Four days per week in-office Location: New York City About the Role We are seeking an experienced, highly organized Office Manager to oversee day‑to‑day office operations and support a smooth, efficient workplace experience. This individual will play a key role in managing facilities, coordinating vendors, supporting leadership, and ensuring that office operations run seamlessly. Financial Services experience is required, and prior involvement in an office buildout is a strong plus. Key Responsibilities Office Operations & Administration • Manage daily office operations and ensure a professional, welcoming environment., • Oversee facilities needs including maintenance, supplies, space planning, and equipment., • Serve as the main point of contact for all office-related inquiries and issues., • Manage relationships with all vendors (cleaning, IT, security, contractors, supplies, etc.)., • Coordinate service scheduling, contract renewals, and budget oversight., • Assist with office buildouts, renovations, or relocation projects., • Coordinate with architects, contractors, and leadership teams as needed., • Provide administrative support to leadership as needed., • Oversee or mentor junior administrative staff (if applicable)., • Manage office calendars, shipping, mail, and inventory., • Coordinate meetings, visitors, catering, and in‑office events., • Ensure compliance with office safety and security protocols., • 8+ years of office management or administrative operations experience., • Financial Services experience is required (banking, asset management, private equity, hedge funds, fintech, etc.)., • Experience managing vendors, facilities, and day‑to‑day office logistics., • Prior experience with office buildouts or expansions strongly preferred., • Strong communication, problem-solving, and organizational skills., • Comfortable working onsite four days per week., • Ability to thrive in a fast-paced, professional environment.

We're building workflow and data intelligence infrastructure for consulting, private equity, and M&A teams. Our platform transforms raw expert-call data into clean, structured intelligence that powers billion-dollar decisions at top advisory firms. You'll join a lean engineering team with direct access to founders, meaningful equity, and full ownership of critical product surfaces. We're profitable, SOC 2 certified, and shipping to sophisticated customers weekly. What You'll Build High-performance data surfaces that handle complex research workflows at scale. You'll design and build React + TypeScript interfaces for analysts and consultants who need instant access to structured intelligence extracted from thousands of expert calls. Your work will span the full stack: building responsive, data-heavy UIs on the frontend and architecting ingestion pipelines, metadata models, and APIs on the backend. You'll ship features that go directly into production workflows at top-tier firms. What You'll Own • End-to-end product features from design through deployment, • Architecture decisions for data-heavy UI components and backend services, • Performance optimization for complex data transformations and visualizations, • Technical direction for product surfaces handling high-volume structured data, • Direct collaboration with founders on product roadmap and technical strategy Requirements • 5–10+ years building production full-stack applications, • Strong CS fundamentals: data structures, algorithms, system design, • Deep experience with React, TypeScript, and Node.js in production environments, • Track record in designing and scaling data-intensive applications, • Experience with metadata modeling, data pipelines, or structured data workflows, • Proven ability to own features from concept to production, • Strong product intuition and ability to work directly with users, • Previous work at top VC-backed startups, FAANG, or elite infra/quant teams, • US Citizen (required), • Based in NYC or willing to relocate Nice-to-Haves • Experience in fintech, enterprise SaaS, or data/analytics platforms, • Background in consulting, private equity, or financial services workflows, • Familiarity with LLM integration, embeddings, or semantic search, • Experience building compliance-ready or SOC 2 environments, • Contributions to high-quality open source projects Why This Role Early engineering team with meaningful equity and direct impact on architecture. You'll work in a focused, high-trust environment where clarity beats Slack threads and decisions happen in real time. NYC onsite by design—fast iteration, tight collaboration, fewer misalignments. Real customers, real revenue, real problems worth solving.

Role: Senior Analyst / Engineer, Automation and Integration This team focuses on improving how marketing technology is used, connected, and scaled. The work centers on turning fragmented tools and processes into systems that actually drive results. It blends technical depth with practical problem solving, and it requires someone who can translate business needs into working solutions. The goal is simple. Make systems easier to use, more connected, and more valuable to the people relying on them. What you’ll do • You’ll take ownership of automation and integration efforts across key marketing platforms. That includes designing workflows, improving systems, and making sure everything works reliably at scale., • A big part of the role involves building and maintaining automated content solutions. You’ll design data models, create SQL-based data sources, and ensure outputs are accurate and consistent., • You’ll also act as the go-to expert for a content automation platform, using built-in features and APIs to extend its capabilities. That includes integrating with other systems, shaping how the platform evolves, and translating business needs into clear technical solutions., • You won’t be working in isolation. You’ll partner closely with teams across technology, marketing, sales, and client service to gather input, solve problems, and improve how systems are used day to day., • This role also involves leading implementation efforts. You’ll guide projects from early design through launch, then stay involved to make sure adoption sticks and performance improves over time., • You’ll help drive change. That means explaining new systems in a way people understand, addressing resistance, and making transitions smoother for both technical and non-technical stakeholders., • You’ll often manage multiple projects at once. Keeping work on track, managing risks, and aligning stakeholders will be part of your day-to-day., • You’ll also support and mentor less experienced team members while helping establish best practices the team can reuse. Key areas of focus Automation and platform optimization • Build and scale automated content workflows using structured data and templates, • Design and manage SQL-driven data sources, • Ensure all outputs meet high standards for accuracy and consistency, • Evaluate new platform features and determine their business value, • Turn business needs into clear technical designs and implementation plans, • Use APIs and integrations to extend platform capabilities, • Work with teams across the organization to gather feedback and improve systems, • Provide hands-on support during and after implementation Systems innovation and change management • Communicate the value of new tools and processes in a clear, practical way, • Identify risks early and address barriers to adoption, • Support teams through change and encourage continuous learning, • Gather feedback from stakeholders and use it to improve systems, • Lead delivery across multiple projects, ensuring quality and alignment What you bring • Around 5 or more years of experience in SaaS implementation, engineering, automation, or consulting, • Experience working with enterprise platforms such as CRM, marketing tech, or content systems, • A background in solution architecture, data engineering, or technical consulting, • At least 3 years working on system implementation, integration, or solution development, • Experience building automation workflows or reporting solutions, • Some experience leading change initiatives and driving adoption of new tools or processes Skills that matter here • Strong SQL skills and a solid understanding of database fundamentals, • Comfort working with SaaS platforms, data tools, and automation systems, • Familiarity with APIs, web services, and system integrations, • Ability to quickly understand new tools and concepts, • Clear communication skills across both technical and non-technical audiences, • Confidence presenting ideas and influencing decisions, • Strong problem-solving skills and the ability to work through complexity, • A practical understanding of analytics and business data

ETD Client Solutions Manager New York City (FiDi) | Hybrid (3 days onsite) Full-time Base up to ~$115k (depending on experience) Our client, a global consultancy, is building out a solutions-focused team that partners closely with sales, product, and implementation groups. This role sits at the intersection of exchange-traded derivatives (futures & options), post-trade workflows, and client solution design, supporting prospects and existing clients through the pre-sales and onboarding lifecycle. This is a strong fit for someone with an operations or post-trade background who wants to move into a more project-based, client-facing, and commercially aligned role. What the role focuses on • Act as a solutions and workflow specialist during pre-sales conversations, supporting sales teams on client calls and product demonstrations, • Work directly with prospective and existing clients to understand trade flows, operating models, and technical setups, • Review a client’s current technology stack and identify how solutions will integrate into their environment, • Translate business and operational requirements into clear implementation documentation, including scope, assumptions, and limitations, • Draft materials that define what is in and out of scope before work is handed to implementation or delivery teams, • Manage client questionnaires and requirement-gathering exercises as part of onboarding, • Identify risks, non-standard requirements, or gaps early and escalate internally where needed, • Serve as a subject matter expert for securities and ETD workflows, supporting internal teams with complex questions, • Partner closely with product and development teams, providing client feedback and helping assess how new features would fit into existing solutions, • Support internal knowledge sharing, training, and handoffs to ensure smooth execution post-sale Background • 3+ years of experience in post-trade, operations, trade support, or client solutions within securities or ETD, • Hands-on knowledge of exchange-traded derivatives, including futures and options trade flows, • Experience with reconciliations and downstream post-trade processes, • Exposure to SaaS, vendor, or platform-based environments is a plus, • Comfortable working with clients and presenting workflows (doesn’t need to be pure sales, but communication skills matter), • Strong documentation skills — able to turn complex discussions into structured, usable materials, • Organized and able to juggle multiple workstreams at once Nice to have • Prior experience working alongside ETD specialists or ETD-focused platforms, • Exposure to implementation, onboarding, or solution architecture work, • Familiarity with collaboration or project tools (e.g., documentation or CRM systems) Logistics • Based in NYC (Financial District), • Hybrid setup (roughly 3 days in office), • Compensation up to ~$115k base, depending on experience, • Urgent hire

Analyst, Private Wealth Compensation • $80,000 - 95,000 Base + $10-15K Bonus + 15% 401K Match, • Hybrid (Monday and Friday home)., • Prestigious International Alternative Asset Manager, • Excellent opportunity for someone working in the FS sector (Bank, Fund, or Public Accounting), that wants to move into one of the most prestigious asset managers on the planet., • This is one of our favorite clients. They aren't too big, but aren't small. Their investments span PE, HF, Fixed Income strategies, servicing UHNW Individuals, Pension Plans, Charitable Organizations, Sovereign Wealth Funds, mutual fund investors, and other Institution across the globe., • They are employee focused, and have one of the greatest cultures you can find across the FS space. The ideal background would be someone that is working in FS, for example, a Bank, where you're working with numbers + Excel, in what could be a variety of capacities, but are looking to transition into the Asset Management side. They will train on the compensation aspects of the job. Responsibilities: • Direct the monthly calculation process for multi-tiered incentive and commission structures., • Perform comprehensive data audits and reconciliations to ensure the accuracy of proprietary compensation models., • Coordinate the distribution of recurring financial reporting and individual earnings summaries for key stakeholders., • Execute rigorous data validation, reconciliation, and variance analysis to guarantee the accuracy and defensibility of financial outputs., • Conduct deep-dive investigations into reporting anomalies, providing comprehensive documentation of findings and managing the escalation of material discrepancies., • Establish and maintain meticulous audit trails for all recurring monthly cycles to ensure process transparency and adherence to internal controls., • Deliver recurring and ad-hoc financial reporting and analysis for executive leadership and department heads., • Formulate structured communication and comprehensive supporting documentation to address inquiries from production teams and internal business partners., • Convert complex compensation data into actionable insights to facilitate executive decision-making and improve organizational transparency., • Evaluate current operational processes to identify and execute initiatives for workflow optimization, automation, and modernization., • Leverage advanced technological solutions to enhance process efficiency and scalable systems architecture., • Driving continuous improvement by integrating modern tools to streamline recurring cycles and reduce manual intervention.

We are currently partnered with with a $75B+ Real Estate Investment Manager looking to expand their asset management team by bringing on an analyst. This firm is know for have a strong global brand as well as being invested across all major asset classes. The Real Estate Management Analyst will play a critical role in supporting the ongoing management, valuation, strategy, and performance tracking of a diversified real estate portfolio. The analyst will work cross-functionally with asset management, leasing, development, and finance teams to ensure strategic oversight and optimization of property-level operations. This is a hands-on, highly analytical role that offers significant visibility and career growth. Key Responsibilities: Valuation & Reporting • Perform property- and portfolio-level valuations using Argus, Excel DCF models, and market comps., • Assist with the quarterly and annual performance reporting process, including investor reports and internal dashboards., • Support the development and implementation of property business plans, including lease-up, repositioning, and capital improvement strategies., • Help identify and evaluate value enhancement opportunities across the portfolio., • Liaise with leasing teams to track leasing velocity, assess market dynamics, and benchmark tenant performance., • Coordinate with property management on operational issues, rent collections, tenant relations, and expense control., • Track macroeconomic and market-level trends across asset classes and geographies to inform strategy., • Conduct ad hoc research on real estate fundamentals, comparable transactions, and emerging submarkets. Candidate Requirements: • 2–3 years of relevant experience in real estate asset management, property valuation, or RE consulting., • Bachelor's degree in Real Estate, Finance, Economics, or a related field., • Strong financial modeling skills (Excel, Argus Enterprise); proficiency in valuation and discounted cash flow techniques., • Familiarity with leasing structures, property operations, and real estate development processes., • Exceptional analytical, organizational, and communication skills., • Ability to manage multiple deadlines and collaborate with cross-functional teams in a fast-paced environment.

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. The Structured Finance/Specialty Finance Senior Credit Analyst will be responsible for underwriting, credit monitoring and portfolio management of a portfolio of clients where the repayment of the loan is based on cash flows provided by various asset classes. • Responsible for assessing the credit risk and quality of transactions in the portfolio, • Assist Relationship Manager and Portfolio Manager in underwriting and managing transactions according to the Bank established guidelines and policies, • Analyze transactions and create credit memoranda for new loans and modifications., • Analyze client financial statements, • Manage the renewal process by working with the RM and PM, the client and the credit department, • Review legal documentation for accuracy and compliance with approval requirements, • Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines, • Provide ongoing monitoring of credit/covenant compliance, • Perform other administrative duties required for the maintenance of a portfolio of clients, • Ensure compliance with EWB regulatory and credit requirements, • Maintain knowledge of market conditions., • Basic understanding of structured finance and securitization., • Ability to understand and analyze financial statements., • Ability to understand and analyze complex loan structures., • Excellent verbal and written communication skills., • Excellent interpersonal and customer service skills., • Excellent organizational skills and attention to detail., • Strong analytical and problem-solving skills., • Bachelor’s degree required; Major or Minors in Accounting, Finance, or Economics preferred., • At least three years of experience in structured finance/securitization/specialty finance. Compensation The base pay range for this position is USD $70,000.00/Yr. - USD $100,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.

Virtual Administrative Assistant (Bilingual – English/Spanish) Fully Remote | U.S. Applicants Only We are a boutique tax and accounting firm seeking a reliable, organized, bilingual Virtual Administrative Assistant to support our team with client communication, phone calls, email management, and daily administrative tasks. This role is fully remote, and candidates can be located in NY, NJ, or PA. About the Role You will be responsible for answering client calls, managing inboxes, sending follow-up emails, and keeping administrative tasks organized and on track. You should be comfortable communicating in English and Spanish, working independently, and staying organized in a fast-paced environment. Key Responsibilities • Answer incoming phone calls in English and Spanish, • Respond to client emails clearly and professionally, • Manage and organize multiple email inboxes, • Send reminders, follow-ups, and client communications, • Support client onboarding by collecting documents, sending checklists, and tracking progress, • Maintain organized digital files and records, • Prepare simple templates and messages for clients, • Assist with general administrative tasks as needed Qualifications • Bilingual: English and Spanish (written and verbal), • Previous experience in administrative support, customer service, or virtual assistance, • Strong phone and email communication skills, • Highly organized with attention to detail, • Comfortable handling deadlines and managing multiple tasks, • Experience with Microsoft Office and/or Google Workspace, • Positive attitude and dependable work habits, • Able to work independently and follow clear processes Compensation $22 to $25 per hour, depending on experience. Schedule Fully remote Must have consistent availability during standard business hours (EST) them. LIC Tax is an equal opportunity employer. We do not discriminate based on race, color, religion, gender, national origin, age, disability, or any protected status under applicable laws.

Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $25 billion real estate bridge loan market place. True to the Latin origin of the company’s name, “to bring together,” CHC existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team. LOCATION: New York, NY Required 4 days per week in the office (Mon-Thurs) at our new office location at 295 Madison Ave, New York, NY We are seeking a detail-oriented and highly organized Associate, Credit to join our team. This person will review bridge loans to assess credit risk and make recommendations on loan structure. The credit review of these loans involves an in-depth analysis of collateral value, borrower experience and creditworthiness, and transaction diligence. The ideal candidate should have real estate experience, be detail-oriented, highly organized, and have a genuine desire to go the extra mile for our customers. This is a fast-paced role in an ever-changing environment, so the ability to be flexible and adaptable is key to success. If you thrive on ownership, creativity, and collaboration, then this is the role for you. RESPONSIBILITIES • Analyze the value of residential investment properties before and after renovation/construction, with a focus on ground-up construction and multifamily, • Review borrower experience and ability to execute on proposed projects, • Proactively identify key risks and take action to mitigate them, ensuring Conventus’ strong loan performance., • Core skillset in reviewing and structuring loans on new lot development / build to rent communities of single-family homes/ horizontal development projects, • Valuing vacant land and projecting after completion value for residential/multifamily properties, • Conduct research on real estate markets to provide a holistic view of target markets and submarkets, • Complete transaction diligence to reduce fraud risk, • Make recommendations on loan structuring to senior Credit team members, • Review and analyze third-party valuations for accuracy and submit disputes as needed., • Support a positive and collaborative working environment, with flexibility and willingness to participate in process improvements and strategic growth initiatives., • Communicate in a time-sensitive manner with Sales, Operations, Servicing, and Capital Markets teams regarding suitability and risk of live and funded loans., • Maintain a working knowledge of investor guidelines and policies., • Provide feedback to improve the underwriting process., • Comply with all company policies, procedures, and regulations., • Undertake ad hoc projects to help improve the team and business. QUALIFICATIONS Education and Experience: • 2-4 years of experience in a Real Estate-related field., • 2-4 years of lending-related experience (prior real estate private lending experience a plus)., • Familiarity with architectural plans, scope of work, and construction cost estimates, • Understanding of single-family housing market dynamics, land acquisition challenges, and regional build costs, • Experience with valuation and credit analysis around horizontal development, valuing entitled / unentitled land, and other various stages of complex development projects, • Real estate valuation experience (both single-family and multifamily preferred), • Ability to work independently and handle non-routine situations with solutions-based problem- solving skills, • A demonstrated team player who thrives in a fast-paced environment and is willing to roll up your sleeves to get things done., • Ability to foster and cultivate relationships with a thoughtful and forward-thinking approach, • Strong organizational and critical thinking skills, with impeccable multi-tasking abilities, • Proficient in Excel

We are seeking an individual with financial services experience to provide cross-functional business and project management support, ensuring smooth execution of corporate client and product strategies. The ideal candidate is skilled in data analysis, regulatory and operational processes, and can collaborate effectively with executives and multiple departments while managing competing priorities. Position Summary: The Business Manager, Client & Product within the New York COO office supports the client and product Corporate Client teams in NY by providing cross departmental day-to-day business management, business development and project management support. The Business Manager ensures seamless execution of business strategies across the customer and product lifecycle and works in close co-operation with Front Office and Support functions (Compliance, Risk, Operations, Finance). In close coordination with the Business Managers of COO, the Business Manager identifies, analyzes and provides solutions to business needs and manages the implementation of related changes. Essential Duties and Responsibilities: o Provide day to day business support to NY Corporates Client (CC) teams – client and products. Responsibilities include administrative support and issue resolution as needed, policy, procedure and control related tasks, amongst others. o Support the strategic business development and COO efforts, partner with respective departmental business heads and support areas and support the planning, analysis and execution of business development initiatives. o Provide Project Management support for strategic and operational projects. o Support Senior Business Managers in the preparation of analytical or other material (include meeting preparation, presentations, minutes etc.) o Analyze client and product data for data quality issues and regulatory requirements. o Administrative support for CC teams incl. but not limited to supporting/executing FO responsibilities in credit process, product approval process, maintenance of CRM Dynamics (incl. Data Quality) and other FO systems o Support the performance of BPDD (Business Partner Due Diligence), COMWIO, TPRM and other relevant processes/controls for Front Office and COO o Draft and update relevant CBNA policies such as CBRS of NY Branch and CMLLC amongst others via identifying, liaising and aligning with relevant stakeholders. o Audit support for Corporate Clients related exams, including exam fieldwork and finding remediation support and/or remediate internal and/or external audit findings. o Partner with the Operational Risk Managers for CC. Responsibilities include capturing, reporting and monitoring of Operational risk entries for the Front Office in Bank systems, amongst others. o Miscellaneous responsibilities as assigned. Experience /Qualifications/Education: o Bachelor’s degree in business administration, Economics, Finance or related area of study o 5+ years of professional experience in financial services, preferably in a bank o Ability to prioritize and multi-task in a fast-paced environment with good project management skillset. o Must be highly motivated and delivery focused with strong organizational and analytical skills. o Strong initiative and good work ethic with flexibility and willingness to take on new tasks as required. o Ability to cope with steep learning curve and volume driven demands. o Strong team player with good interpersonal skills o Able to work collaboratively with business line executives and cross functions departments located locally and offshore. o Excellent verbal and written communication and analytical skills o Strong computer skills with an emphasis on Microsoft applications (Word, Excel and SharePoint) o Strong attention to detail as well as organizational, multi-tasking and prioritizing skills

Join Our Dynamic Team at Natixis as a VP Portfolio Manager! Are you ready to take the next step in your career with a leading global financial services firm? Natixis is looking for a passionate and skilled VP-level Portfolio Manager to oversee our Loan Portfolio for the Americas, with a focus on exposures to primarily Infrastructure/Project Finance, renuables/electricity pipelines etc. and related commercial and investment banking products. This is a unique opportunity to make a significant impact in the realm of corporate finance, project finance, and specialized banking products. The business, based in New York, covers general financial counterparty credit exposures (non-market based) longer than one year. As a key member of our team, you will: • Lead Credit Quality Monitoring: Diligently monitor a dedicated portfolio of loans or companies from closing through to final maturity or resolution, ensuring consistent high standards and performance., • Collaborate Effectively: Build strong relationships with Originators, understanding their needs while independently providing strategic credit and portfolio recommendations. Your insights will help anticipate and address credit risk issues proactively., • Conduct Comprehensive Reviews: Prepare annual and quarterly loan reviews, managing renewals, amendments, waivers, credit ratings, and loss-given-default assessments. Your analytical skills will drive portfolio optimization and effective risk management., • Innovate Financial Models: Develop and maintain accurate financial models that reflect various rating methodologies, ensuring compliance with US regulatory frameworks., • Evaluate New Transactions: Provide critical insights through drafting detailed deal opinions, analyzing the attractiveness of new business opportunities., • Enhance Organizational Efficiency: Identify and propose process improvements to senior management, streamlining operations and optimizing the team’s effectiveness. What We’re Looking For: • A bachelor’s degree is required; an MBA is preferred., • CFA designation is a plus but not mandatory., • 4+ years of relevant experience required: portfolio management, credit analysis and experience with infrastructure/project finance., • Effective communication skills with the ability to present and defend recommendations to senior committees., • Ability to defend recommendations on transactions at senior committee levels through oral and written presentations., • Microsoft Office (Word, Excel, Outlook), with proficiency in Excel (eg, cash flow modeling capabilities)., • Strong quantitative/analytic skills., • Effective communication and interpersonal skills., • Ability to work independently and multi-task. Able to work collaboratively with internal partners., • Knowledge of legal lending contracts and regulatory aspects of banking is a plus., • Ability to create and maintain macros and general object-based programming isbeneficial. Why Natixis? At Natixis, we pride ourselves on fostering an inclusive and innovative work environment where your ideas matter. We offer competitive compensation, excellent, comprehensive benefits, and opportunities for professional development. Join us to be part of a company that encourages you to think creatively and challenge the status quo. Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for this position will be between $160,000 - $200,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.

Job Posting: Investment Operations Associate – Alternative Investments, Structured Notes & SMAs Location: Parsippany NJ Employment Type: Full-Time Department: Operations About the Role We’re looking for a detail‑oriented, proactive Operations Associate to join our team. The Investment Operations Associate will be responsible for managing SMA order workflows across the firm, including long/short strategies, ensuring accurate and timely execution. In addition to SMA responsibilities, this role provides secondary support for Alternative Investment order processing, helping maintain smooth operational coverage across hedge funds, private equity, private credit, and other alternative vehicles. This role is central to ensuring that client investment instructions are executed accurately, efficiently, and in alignment with internal controls and industry regulations. You’ll collaborate closely with advisor teams, custodians and keep our SMA & Alternative Investment workflows running smoothly. Primary Responsibilities – SMA Order Management • Serve as primary point of contact for internal teams regarding Operations and order workflow, • Process and monitor SMA orders, including long/short strategies, ensuring accuracy and timely execution, • Ensure each SMA account is fully and accurately configured with the appropriate features and restrictions, including portfolio margin, options trading permissions, and other strategy‑specific settings., • Reconcile trades, resolve exceptions, and maintain accurate records, • Support ongoing improvements to SMA workflows and operational controls Secondary Responsibilities – Alternative Investments & Structured Notes • Provide backup support for Alternative Investment order processing, including subscriptions, redemptions, capital calls, and distributions, • Assist with documentation review, custodian coordination, and internal approvals, • Maintain data integrity across internal systems for alternative holdings, • Support periodic reporting and audit requests related to Alternatives Qualifications: • Bachelor’s degree in finance, Economics, Business Administration, or a related field;, • Minimum [2] years of experience in client service, operations, or a similar role within the financial services industry, with a focus on separately managed accounts (long/short), alternative investments (private equity, hedge funds, real estate, etc.) and/or structured products., • Experience with AQR (SMA), CAIS, iCapital and Crystal Capital is a significant advantage., • Proficient in investment research tools and CRM software., • Excellent communication and interpersonal skills, with a client-centric approach., • Strong analytical and problem-solving skills with exceptional attention to detail., • Detail-oriented and capable of managing multiple projects simultaneously in a fast-paced environment. Certifications (Preferred, but not required): • Series 65, or other relevant financial industry certifications, are a plus but not required. Work Environment: • This role is a full‑time, in‑office position. Compensation & Benefits: • Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off (PTO)., • Opportunities for career growth and development within the firm.

A global asset management firm with strong institutional backing is seeking a Fixed Income Credit Analyst (Assistant Vice President) to join its New York investment team. This role focuses on corporate credit research and investment idea generation across investment-grade and high-yield markets, working closely with portfolio managers and collaborating with global teams. This position offers the opportunity to contribute directly to investment decisions and engage with an international research platform. Key Responsibilities • Conduct fundamental credit analysis on corporate issuers, including detailed financial modeling and valuation analysis, • Identify and recommend investment opportunities in investment-grade and high-yield corporate bonds, • Prepare in-depth company reports, including earnings analysis, projections, and investment recommendations, • Present research and investment ideas to portfolio managers and investment committees, • Monitor industry developments and market conditions to generate new investment insights, • Collaborate with global research teams, including colleagues in Tokyo, sharing analysis and market intelligence Qualifications • Bachelor’s degree in Finance, Accounting, Economics, or related field, • 3–5 years of experience in credit analysis or fixed income investing (buy-side or sell-side), • Strong financial modeling and credit analysis skills, • Experience with Bloomberg and financial research tools, • Advanced Excel proficiency, • Strong written and verbal communication skills with the ability to present investment ideas clearly, • MBA and/or CFA preferred

Job Description: Role: Technical Project Manager Location: Berkeley Heights, NJ (Only Locals OR Can Relocate) Experience: 12+ Years Job Summary: We are looking for an experienced Technical Project Manager with 12 years of industry experience, preferably with a strong background in Banking, Payments, and Credit Card domains. The ideal candidate should have started their career as a Java or .NET Developer and transitioned into a Project Management role. The candidate should have hands-on experience in credit card issuer systems, including card application, account management, billing, payments, rewards, collections, and regulatory compliance. This role requires a strategic thinker with strong leadership and communication skills to manage complex projects and collaborate with cross-functional teams in a fast-paced environment. Responsibilities: - • Lead and manage projects from initiation to closure, ensuring alignment with organizational goals, • Develop detailed project plans including scope, timelines, resources, and budgets, • Coordinate cross-functional teams for effective collaboration and communication, • Monitor project progress, identify risks, and implement mitigation strategies, • Facilitate project meetings and provide regular updates to stakeholders, • Ensure adherence to project management methodologies and best practices, • Prepare and present project status reports to senior management, • Drive continuous improvement by identifying process enhancement opportunities, • Manage multiple projects simultaneously while maintaining attention to detail Mandatory Skills: • Strong experience in Project Management principles and methodologies, • Prior experience as a Java or .NET Developer, • Experience in Banking, Payments, and Credit Card domains, • Knowledge of credit card issuer lifecycle (billing, payments, rewards, collections, etc.), • Strong leadership and stakeholder management skills, • Excellent communication and interpersonal abilities, • Strong analytical and problem-solving skills, • Experience with Agile and Waterfall methodologies, • Proficiency in project management tools (e.g., Jira, MS Project) Good to have skills: • PMP, PRINCE2, or equivalent Project Management certification, • Experience with regulatory compliance in financial systems, • Experience in large-scale enterprise project delivery Educational Qualifications: • Bachelor’s degree in Business Administration, Project Management, or a related field, • Advanced degree or relevant certifications are preferred, • Proven track record of delivering projects on time and within budget

About the Firm A global, SEC-registered investment platform focused on providing asset-based financing solutions to support companies through key growth stages. Established in the mid-2010s, the firm operates internationally with a presence in major financial centers across the U.S. and Europe. About the Role This position reports to the senior leader responsible for human capital and will play a central role in managing end-to-end talent acquisition across the organization. The individual will be responsible for delivering a high-quality candidate experience while supporting hiring needs across multiple business lines. This role also includes oversight of recruiting operations, vendor management, and onboarding coordination. It offers the opportunity to contribute meaningfully to talent strategy and help shape processes within a growing investment firm. Key Responsibilities • Lead full-cycle recruitment efforts across a range of functional areas., • Identify, source, and assess candidates across investment, financial services, and technology-related disciplines., • Maintain accurate records within the applicant tracking system and coordinate interviews with internal stakeholders., • Develop and maintain pipelines for priority and recurring hiring needs., • Support and implement strategies to enhance hiring efficiency and candidate quality., • Stay informed on market trends within financial services talent landscapes., • Oversee relationships with external search partners and monitor their effectiveness., • Coordinate onboarding activities, including pre-employment processes and new hire logistics., • Partner with internal stakeholders to ensure a seamless onboarding experience., • Assist in refining recruiting processes, workflows, and documentation., • Provide regular updates and reporting on hiring activity and progress. Qualifications • Bachelor’s degree or higher from an accredited institution., • Several years of experience in full-cycle recruiting, preferably within financial services or a related industry., • Demonstrated ability to manage multiple searches simultaneously across business functions., • Strong sourcing skills, including experience with professional networking platforms and search techniques., • Excellent interpersonal and communication skills, with a focus on relationship management., • Highly organized with strong attention to detail and sound judgment., • Comfortable operating in a fast-paced, evolving environment., • Proficiency with recruiting technologies, HR systems, and data-driven tools., • Strong analytical and problem-solving capabilities. Location: 5x in office, NYC Years: 5-8 years experience Compensation: 125k-150k base + bonus

About the Company My client is a leading global investment management firm that delivers high-quality, uncorrelated returns through a diversified set of systematic and quantitative strategies across global financial markets. The firm’s success is driven by deep expertise in trading, technology, and operations, underpinned by rigorous scientific research. As a highly technology- and data-driven organization, it builds proprietary, cutting-edge systems ranging from high-performance trading platforms to large-scale data analytics and compute infrastructure. With a global footprint, the firm fosters true cross-border collaboration by aligning investment, technology, and operations teams worldwide. Complementing its systematic platform, the firm also runs discretionary strategies to capitalize on opportunities not well suited to purely systematic trading. About the Role Role/Responsibilities: Perform rigorous and innovative research to discover systematic anomalies in equity markets. Responsibilities • End-to-end development: alpha idea generation, data processing, strategy backtesting, optimization, and production implementation, • Identify and evaluate new datasets for stock return predictions, • Maintain and improve the portfolio trading in the production environment Qualifications • MS or PhD in physics, engineering, statistics, applied math, quantitative finance, or other quantitative fields with a strong foundation in statistics, • Previous experience within top hedge funds or investment banks as a quantitative researcher Required Skills • Demonstrated proficiency in Python, • Strong command of foundations of applied statistics, linear algebra, and time series models, • Ability to quickly and efficiently scrub, format, and manipulate large, raw data sources, • Knowledge of financial markets, • Highly motivated, willing to take ownership of his/her work, • Collaborative mindset with strong independent research ability, • Commitment to the highest ethical standards Preferred Skills

Our client, a well-funded Series B Wealth Tech, is searching for their very first Director of Marketing to join them and help jumpstart their next phase of growth. They have a solid foundation and brand presence, but are looking for a true leader to step in and help them execute their overall growth strategy! This is a fully onsite role in NYC, near Grand Central. Please take this into consideration when applying! Responsibilities • Build, own, and scale a growth marketing engine—across channels like paid social, paid search, programmatic, and other digital platforms, • Develop, execute, and optimize growth playbooks to drive direct-to-consumer and B2B acquisition, • Collaborate cross-functionally to align marketing spend with business goals and revenue targets, • Explore and test offline acquisition strategies, including direct mail—a channel they're eager to develop, • Operate with autonomy: you’ll strategize, execute, and analyze, not just delegate, • Work with large datasets and performance metrics to drive decisions and report on outcomes Qualifications • 4–10 years of experience in growth, performance marketing, or demand generation roles, • Great to have: track record of scaling marketing budgets in a high-growth startup environment, • Experience in direct-to-consumer or B2B industries, • Deep expertise in digital acquisition channels; direct mail experience is a strong plus, • Comfortable being a “doer” first — execution > delegation, • Strong analytical acumen; familiarity with big data, attribution, and optimization frameworks, • Bonus: experience in fintech If you're interested in being considered for this opportunity feel free to apply and reach out to for an expedited review!

Job title: Municipal and Structured Finance Product Control Start date: asap End date: 6 months from start date Work location: 1271 AoA Work schedule: Hybrid – 50% in office Job Description: • Responsible for the accounting and financial reporting of the Muni Desk. Responsibilities include monitoring and oversight of transactions, P&L, revenue commentary, and balance sheet substantiation., • Preference to find an individual with experience with Municipal Securities and implementing internal controls., • Knowledge of AFS accounting a plus Position Summary: A Fixed Income Division (FID) Product Controller is responsible for the accounting and financial reporting of the fixed Income trading desks. FID Product Controllers are responsible for the monitoring of transactions, P&L, and act as a primary control function. Essential Job Duties: • Work closely with front office personnel in producing daily, weekly, and monthly P&L results and analysis., • Investigate and resolve P&L discrepancies arising from incorrect booking of trades, missing deals, system errors, or valuation issues., • Liaison with various areas within the firm (e.g. Front Office, Operations, Technology, Middle Office and Market Risk), • Continue developing and improving the Internal Control environment through critical evaluation of current controls and processes and utilization of best practice., • Complete the month end closing process for balance sheet reconciliation and substantiation., • Ad hoc requests from the desk, • Drive process and system improvements through participation in various project initiatives., • Assess new trades for appropriate valuation, accounting treatment, and disclosure in the financial statements. Qualifications: • 5+ years of Product Control experience – Preference with experience with Municipals securities., • Familiarity with accounting principles including Available for Sale (AFS), • High attention to detail, • Fast learner and team player, • Strong analytic and problem-solving skills, • Highly proficient in Excel (v-lookups, pivot tables), • Strong interpersonal and communication skills; the ability to clearly articulate ideas, • Accounting or Finance degree required

IT Project Manager Location: New York City, NYC | Hybrid | Full-Time About the Role: We are a well-established professional services organization with a strong reputation for providing expert advisory and operational support to privately held businesses. We deliver a wide range of services, from financial and operational consulting to technology-driven process improvements, with a focus on innovation, efficiency, and measurable impact. The IT Project Manager will lead and oversee complex internal technology initiatives that support business goals. This role includes full project ownership, from initial scoping and planning to implementation and post-go-live support. The successful candidate will collaborate closely with cross-functional teams, including senior leadership and department heads, to prioritize initiatives and deliver measurable outcomes. Key Responsibilities: • Manage and deliver multiple IT projects across all phases of the project lifecycle (initiation, planning, execution, monitoring, and closing), with attention to scope, schedule, budget, and quality., • Define project requirements, scope, budgets, and ROI analysis in partnership with business stakeholders and analysts., • Lead vendor evaluation, selection, and management, including demos, comparisons, and implementation oversight., • Develop and maintain project documentation such as business cases, change management plans, communication plans, requirement specifications, and vendor matrices., • Track project progress, dependencies, and team accountability using project management tools; provide reports and updates to leadership., • Act as liaison between IT teams and business stakeholders, ensuring alignment between technology solutions and business needs., • Proactively identify risks, issues, and dependencies, and implement mitigation plans., • Promote standardization and process improvement by creating reusable templates and documentation., • Provide guidance and mentorship to stakeholders on project management best practices and effective use of project tools. Required Skills and Experience: • PMP certification required., • Minimum of 8+ years of progressive IT project management experience in multi-stakeholder environments., • Demonstrated success managing multiple concurrent projects, including technology adoption and automation initiatives., • Strong knowledge of project management methodologies and tools., • Proficiency with Wrike or similar project management software., • Excellent communication, negotiation, and presentation skills., • Experience collaborating with vendors, leading enterprise software/tool implementations, and evaluating technology solutions., • Proven ability to create clear documentation and implement process improvements., • Strong critical thinking and problem-solving abilities., • Self-motivated with a desire to take on increasing responsibility and drive results. Why Join Us: This is an opportunity to work in a collaborative and growth-oriented environment, where you can lead change, introduce innovative ideas, and play a central role in advancing internal IT initiatives. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

Job Overview We are seeking an Assistant Vice President to manage core treasury and asset-liability functions for the U.S. branch of a leading global financial institution. This role requires ownership of balance sheet analysis, ALM sub-processes, and reporting to senior management and regulatory bodies. The ideal candidate will support economic capital management, product pricing, and ALCO reporting, while driving process improvements and coordinating key treasury projects. Key Responsibilities • Conduct asset-liability analysis and optimization for the branch balance sheet, • Prepare periodic economic capital management (ECM) reporting and coordinate with headquarters and business lines, • Monitor and analyze key performance indicators (KPIs), including cross-border account balances and NIM sensitivity, • Compile and present financial data packages for senior management and regulatory reporting, • Lead process improvement initiatives, including reporting procedures, documentation, and treasury operations, • Coordinate audits, exams, and internal reviews, assisting in risk and control self-assessments (RCSA/ERA), • Serve as vendor service manager for treasury third-party providers, reviewing activities and managing vendor relationships, • Assist in departmental budgeting and administrative functions, including staffing, intern/consultant management, and training programs, • Support ad-hoc requests from headquarters or regulators Qualifications • 3+ years of U.S. banking or financial services experience, specifically in treasury/ALM, • Strong experience with ALCO processes, banking products, and economic capital management, • Bachelor’s degree in business, accounting, economics, finance, or related fields; Master’s preferred, • Demonstrated experience in financial reporting, reconciliation, and regulatory compliance, • Ability to manage projects and coordinate with internal and external stakeholders, • Bilingual in Mandarin is required, • Familiarity with banking audits, risk assessments, and vendor management

We are seeking a high-caliber CLO Analytics Associate to join a world-class credit platform. This is a technical, front-office adjacent role designed for a candidate who understands the "math behind the deal." You will be responsible for the sophisticated modeling, stress testing, and automation required to manage a global CLO platform throughout its entire lifecycle. This position offers a unique vantage point, collaborating directly with Portfolio Managers, Technology teams, and Business Strategy to drive the expansion of a premier $65B+ AUM credit business. Key Responsibilities • Advanced Cash Flow Modeling: Utilize Intex, proprietary internal tools, and 3rd party engines to run complex cash flow, stress, and optimization analyses., • Systems & Automation: Partner with internal Engineering teams to build, maintain, and deploy the next generation of in-house analytical tools. You will act as the "product owner" for CLO analytics, troubleshooting and refining models., • PM Partnership: Collaborate with Portfolio Managers to refine cash flow assumptions and evaluate compliance with indenture documentation and structural triggers., • Capital Markets Strategy: Assist in evaluating and recommending redemptions, refinancings, and resets (Refi/Resets) based on quantitative projections., • Business Intelligence: Partner with Business Strategy to project profitability, AUM growth, and key business metrics for the CLO vertical., • Investor Relations Support: Work with the Business Development team to provide deep-dive debt and equity analysis for investor inquiries and marketing updates., • Cross-Functional Liaison: Coordinate with Legal, Tax, Accounting, and external consultants to ensure the validity of models and the efficiency of new fund setups. Experience & Skills: • Background: 2–4 years of experience in structured credit analytics, CLO modeling, or valuation (ideally from a CLO manager, rating agency, or specialized Big 4 valuation group)., • Education: STEM Undergrad; STEM Advanced Degree Preferred., • Structural Expertise: Deep understanding of CLO waterfalls, indenture mechanics, and the ability to interpret complex legal documentation., • Quantitative Rigor: Advanced Excel and financial modeling skills are non-negotiable. Strong familiarity with Intex and Bloomberg is highly preferred., • Tech-Forward: Programming experience in Python, VBA, or SQL is a major advantage, as you will be the primary bridge between the investment desk and the tech team., • Proactive Mindset: You should be "front-footed"—anticipating questions from PMs and investors before they are asked., • Communication: Ability to translate complex quantitative results into actionable insights for non-technical stakeholders., • Adaptability: Thrives in a fast-paced, high-stakes investment environment where accuracy is paramount.

Staff ML Engineer New York, New York - hybrid $225,000 - $250,000 + bonus + LTI; $500,000-$700,000 total THE COMPANY Harnham is partnering with one of the most well known financial services companies, which is looking for an experienced AI / ML Engineer. This person will be at the forefront of building AI automation applications for new ways at identifying cost-saving opportunities. You'll partner with executive teams across the company and own generative AI, LLM and reinforcement learning modeling and deployment. RESPONSIBILITIES • Work closely with department heads to align on business goals, define machine learning challenges, and design effective ML solutions., • Develop and deploy machine learning models, including building data pipelines, orchestrating ML workflows, and optimizing system performance and reliability., • Maintain a robust codebase by writing well-tested code, covering both functional and non-functional aspects such as unit, integration, and load testing., • Stay informed on industry trends and advancements in generative AI, LLMs, agentic AI, deep learning, experiment with new model concepts, and run both offline and online evaluations., • Actively share knowledge through internal presentations, tech talks, and by promoting best practices in engineering and technology use. SKILLS AND EXPERIENCE • Advanced degree (Master’s or PhD) in Computer Science, Machine Learning or a related field., • Over 7 years of hands-on experience developing and deploying production-ready machine learning / deep learning / AI systems, covering the full model lifecycle—training, tuning, deployment, serving, and monitoring., • Enterprise-level application experience, ideally in real-time preferred., • Expertise in cloud infrastructure (especially AWS), machine learning orchestration tools like Kubeflow, TensorFlow, and the use of Feature Stores in live environments., • Experience as a tech-lead for scaling MLE teams preferred., • Commercial experience combination of big tech and scaling startups / scrappy environments a plus. BENEFITS The compensation package contains a base salary, bonus, LTI and a comprehensive benefits package. HOW TO APPLY Please register your interest by sending your CV via the Apply link on this page. KEY TERMS Artificial Intelligence | Generative AI | GenAI | Machine Learning | ML Engineer | Engineering | Deployment | Production | Real Time | Enterprise | Statistics | Mathematics | Financial Services | Banking | Python | Anomaly Detection | Fintech | Agentic AI | AI Agents

Performance Manager (Investment Data Analyst/Manager) New York, NY Compensation: $175k base plus significant bonus potential; employer-paid medical benefits, potential sign-on bonus Please note: Required: Experience with or strong interest in workflow and automation platforms such as Lightkeeper, Equity Data Science (EDS), or similar tools ie. AI, with the ability to help enhance research workflows, automate processes, and improve data utilization across the investment team. Our client is a well-respected $20 plus billion global equity investment management firm with offices in New York and London. The NYC team seeks a skilled data and performance analyst/manager with extensive experience working with global equities and long-term investment strategies. Key position reporting directly to the COO. This is an exciting opportunity to join a preferred employer known for low staff turnover due to high professionalism, competitive salaries, comprehensive benefits (employer-paid medical insurance), and good work-life balance. Fully in-office role (5 days) with perks such as gym and professional trainer in the building, catered lunches, and more. Key Responsibilities of the Performance Manager: · Create and manage performance reporting, risk analysis and reporting, attribution, characteristics, model portfolio simulation, and statistical analysis. · Perform rate of return recalculations (Attributions and Convexity) and performance reconciliation · Composite construction, maintenance, and reporting · Assist in developing and standardizing performance analytics for portfolios and composites · Develop attribution reporting aligned with investment team strategies and methodologies, including risk-based attribution and ex-ante risk analysis (simulation). · Maintain screening tools for the identification of the investable universe based on parameters set by the investment team. · Create attribution reporting for external usage aligned to portfolio market outlook and strategy alignment. · Create analytics for marketing and client service (characteristics, risk exposures, performance drivers, and detractors integrated with investment team market outlook). · Maintain GIPS compliance and assist with documentation required for verification by outside audit firm. · Enable risk analytics for investment strategy including generation of metrics for reporting to the investment team, e.g., liquidity, country risk, volatility. · Reconcile SMAs and funds to the IBOR and independently verify account valuations. · Provide end-of-day valuations and estimated performance for purposes of upkeeping valuations in the OMS. · Explore and implement AI-driven tools and platforms (e.g., Lightkeeper, Equity Data Science (EDS), or similar) to enhance automation, streamline research workflows, and improve data management and reporting efficiency across the investment team. · Identify opportunities to improve processes, reduce manual work, and increase scalability through technology (ie, EDS, Lightkeeper etc.) and workflow enhancements. · Promptly respond to inquiries from all levels within the organization. Qualifications of the Performance Manager: · 8+ years of experience in the investment management industry, including deep experience with global equities and the calculation and execution of portfolio performance, data analytics, and reporting. · Deep expertise in quantitative investment performance analysis, reporting, and standards (e.g., GIPS, SEC, FMPS, etc.) · Advanced proficiency with Excel and FactSet platforms (required); able to extract, analyze, and present data in charts, graphs, tables, etc. · Experience with or strong interest in workflow and automation platforms such as Lightkeeper, Equity Data Science (EDS), or similar tools, with the ability to help enhance research workflows, automate processes, and improve data utilization across the investment team. · A broad understanding of investment strategies, products, and asset classes, and how investment returns are calculated, measured, and assessed. · Strong interpersonal skills and experience working and collaborating within a global context. · Proven ability to work independently as well as collaboratively to identify and address performance reporting challenges. · BS/BA in a Business, Finance, or related field. What the Position Offers: · Engaging analytical work with high degree of autonomy and significant impact on strategy · Warm corporate culture with a stable working environment with long-tenured, skilled professionals · Competitive salary and annual bonus · Comprehensive benefits (employer-paid medical insurance, 401(k) with match, generous PTO) and many extras such as gym with personal trainer; catered lunches, and more

Location - Midtown Manhattan - 4 days in-office Typically 9am - 5pm Overview We are seeking a highly organized and detail-oriented Administrative Assistant/Scheduling Coordinator to support senior leadership with a primary focus on interview scheduling and candidate coordination. This role is critical to ensuring a seamless, professional experience for candidates, clients, and internal stakeholders by managing complex calendars, coordinating interviews across multiple time zones, and maintaining clear, proactive communication. The ideal candidate thrives in a fast-paced environment, is meticulous with details, and excels at juggling priorities while maintaining a polished and professional demeanor. Key Responsibilities Interview Scheduling & Coordination • Coordinate and schedule high-volume interviews across multiple stakeholders, including executives, hiring managers, candidates, and clients, • Manage complex calendars, often with last-minute changes or competing priorities, • Schedule virtual, in-person, and multi-round interview processes, • Handle rescheduling, cancellations, and urgent changes with professionalism and speed, • Prepare and send interview confirmations, calendar invites, agendas, and logistics, • Ensure candidates receive timely instructions, links, and directions Process & Coordination Excellence • Partner closely with internal teams to align availability and priorities, • Identify opportunities to improve scheduling workflows and efficiency, • Maintain a high-touch, white-glove candidate experience, • Ensure consistency, accuracy, and professionalism in all communications Executive & Administrative Support • Provide day-to-day administrative support to senior executives or recruiters, • Act as a primary point of contact for scheduling-related communication, • Track interview status and maintain accurate scheduling records, • Support meeting preparation, follow-ups, and documentation as needed, • Maintain confidentiality and discretion with sensitive information Requirements 2-10+ years of admin and/or scheduling experience Bachelor degree highly preferred

Data Engineer | Leading Global Market Maker | NYC We're hiring a Data Engineer on behalf of one of the world's most respected proprietary trading and market-making firms — known for its rigorous, intellectually driven culture and best-in-class technology infrastructure. This is a rare opportunity to work at the intersection of high-performance data systems and financial markets, building the pipelines and platforms that power critical trading and research workflows. What You'll Be Doing: • Designing and maintaining large-scale data pipelines and ETL/ELT workflows, • Building reliable, low-latency data infrastructure to support trading, research, and risk systems, • Collaborating closely with quants, traders, and engineers to ensure clean, accessible, and timely data, • Improving data quality, observability, and governance across the stack What They're Looking For: • Strong foundation in data engineering — Python, SQL, and distributed systems, • Experience with large-scale data platforms (Spark, Kafka, Airflow, or similar), • Comfort in a fast-paced, high-ownership environment, • Financial services or trading firm experience a plus, but not required, • Degree in CS, Engineering, Math, or a related quantitative field NYC Only. No C2C.

Our Client, a Global Financial Services Firm, is seeking an Entry Level Analyst in their Jersey City, NJ. Key Responsibilities • Process and settle deliver and receive orders across equities, corporate fixed income, and commercial paper trades through DTC, • Ensure all trades meet daily settlement deadlines and adhere to operational controls, • Verify trade details against broker confirmations received via internal systems (e.g., Sonic), including account numbers, quantities, and CUSIPs, • Review and resolve discrepancies such as DTC reclaims and mismatched trade details, • Escalate high-value or complex trade issues to management as needed, • Communicate effectively with internal teams, brokers, banks, and clients to resolve trade-related issues and minimize risk exposure, • Maintain and manage daily trade volumes in a high-throughput environment, • Contribute to management reporting, including tracking and analyzing trade volumes and operational metrics, • Identify process improvement opportunities to increase efficiency and productivity, • Develop a strong understanding of how trade processing impacts broader firm operations Qualifications • Strong understanding of trade settlement processes, particularly within DTC, • Demonstrated ability to identify, escalate, and resolve operational issues, • Excellent verbal and written communication skills, • Strong organizational skills with high attention to detail, • Ability to manage time effectively and meet tight deadlines, • Proven ability to multitask and work under pressure in a fast-paced environment, • Proficiency in Microsoft Office and general PC skills, • Ability to work both independently and collaboratively within a team

Overview Ultimate Solutions Search is partnering with a highly selective investment firm seeking a Senior University Talent Recruiter (5+ years) to help identify and attract the next generation of talent. This role sits at the center of the firm’s talent strategy, working directly with senior investors to define hiring needs, build differentiated sourcing pipelines, and execute a best-in-class recruiting process across top universities. Why this role? This is not a traditional campus recruiting role. You’ll operate as a strategic partner to senior stakeholders, translating hiring needs into structured evaluation frameworks and executing targeted, data-driven sourcing strategies across elite academic institutions. The role blends analytical rigor with high-touch relationship building—you’ll engage directly with candidates, professors, and campus ecosystems while continuously refining your approach based on performance metrics and market feedback. This is ideal for someone who thrives in a high-bar, fast-paced environment and wants to function as a builder, not just a process manager. Key Responsibilities • Develop a deep understanding of hiring needs and role requirements, translating them into clear rubrics and markers of success aligned with talent market realities., • Partner closely with senior investors to design and execute differentiated sourcing strategies across top universities., • Research, identify, and directly source top-tier university talent, building and maintaining strong pipelines., • Engage candidates with clear, compelling communication while authentically representing the firm’s culture., • Continuously refine search strategy using data, outcomes, and qualitative insights., • Assess candidates holistically and deliver clear, calibrated evaluations to hiring teams., • Manage candidates through the full lifecycle, including offer process and closing., • Collaborate with a Campus Coordinator to ensure seamless execution of recruiting logistics and candidate experience. Top Requirements • Bachelor’s degree from an accredited institution., • 5+ years of recruiting experience, ideally within campus, early career, or full-cycle recruiting environments., • Demonstrated success operating in a rigorous, fast-paced environment with high expectations., • Strong ability to partner with and influence senior stakeholders., • Experience leveraging data and metrics to drive sourcing strategies and hiring outcomes., • Demonstrated creativity in talent identification and non-traditional sourcing approaches., • Strong problem-solving skills with the ability to design and implement strategic solutions. TL;DR Senior recruiting role at a high-performance investment firm—partner with investors, build elite university pipelines, and run a data-driven, high-touch hiring process in a rigorous, high-bar environment.

Title: Trust Associate Location: New York, NY (Hybrid) Duration: 04 Months Responsibilities: • Assist in the implementation and maintenance of Corporate Special Agency transactions (MTN, M&A, CP/CD)., • Assist Transaction Managers in managing client day-to-day activities related to their transactions., • Support the distribution of relevant rate reset notices., • Assist Transaction Managers in completing internal projects related to their transactions., • Assist with the management of document custody requests and releases., • Address transactional inquiries from both internal and external Agency & Trust clients in connection with transactions., • Adhere to Client Agency & Trust policies and procedures for client onboarding, deal implementation, account opening, deal payment processing, and deal maintenance., • Coordinate with operations and clients for transaction setup, activities, and reporting., • Coordinate with operations to address inquiries from clients., • 2–5 years of relevant experience (e.g., operations, transaction management, or product management)., • Demonstrated experience in deal implementation, deal maintenance, and direct interaction with clients., • Ability to quickly adjust priorities as circumstances dictate., • Ability to manage tight deadlines or unexpected changes in expectations or requirements., • Intermediate level of expertise with Microsoft Excel and general computer knowledge., • Strong organizational, problem-solving, and decision-making skills. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ___ to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. Note: Dexian Canada will, on request, provide accommodations for disabilities to support your participation in all aspects of our Recruitment and Assessment/Selection Processes

Dear Application, Please let me know if you are interested. Title: Solutions Architect (Infrastructure) Location: Berkeley Heights, NJ or Alpharetta, GA (5 days onsite) (5 Days Onsite) Hire Type: Long Term Contract Role summary Key Task of client comm resources: Plan and coordinate stakeholder communications-define who needs what information, when, and through which channels. Translate technical changes into clear, business-friendly messaging about impacts, timelines, and benefits. Prepare end-user communications such as guides, FAQs, readiness notices, and downtime alerts." Support leadership updates with executive summaries, status reports, and decision- driving messaging. Coordinate across technical and PMO teams to align communications with migration milestones and risks. Execute cutover/go-live communications, including pre-migration alerts, real-time updates, and post-migration guidance. Collect feedback and adjust messaging to improve clarity and effectiveness. Key Tasks for Solution Architect: Define target cloud architecture, ensuring scalability, reliability, security, and alignment with business goals. Develop migration strategy and roadmap, selecting migration patterns (rehost, replatform, refactor, etc.) and sequencing workloads. Assess existing systems to identify dependencies, technical debt, risks, and moderni- zation opportunities. Establish architecture standards and governance, ensuring designs align with enterprise and cloud best practices. Design security, IAM, compliance, and network models, meeting regulatory and organizational requirements. Create high-level and low-level technical designs for compute, storage, networking. integrations, monitoring, and DR. Define integration architecture across APIs, events, and messaging. Optimize cloud sizing and cost models for efficient long-term operations. Provide technical leadership, guiding engineering, DevOps, QA, security, and operations teams. Conduct PoCs to validate cloud services and architectural patterns. Support build, testing, and cutover, resolving technical blockers and ensuring environ ment readiness.