Trabajos investment associate en North Bergen, NJ - Page 5Crear alertas

As an Associate in the Global Leveraged Finance business, you will play a pivotal role within CIBC's New York-based Investment Banking team. As a Leveraged Finance Associate, you will gain valuable experience in US leveraged finance underwriting and advisory business. Degree educated (preferably in

Executive Director, Associate General Counsel Leveraged Finance. Provide comprehensive legal support for Santander Corporate & Investment Banking USs growing Leveraged Finance business and its secondary loan trading partners. Provide advice on relevant laws, rules, regulations and market practice ap

Job Description Company Overview: Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco and Singapore. Caxton Associates’ primary business is to manage client and proprietary capital through global macro hedge fund strategies. Assets are managed via a broad mandate to trade in a variety of global markets and instruments. Requirements At Caxton Associates, we have a longstanding tradition of nurturing premier investment talent. Our commitment to professional development led to the creation of the comprehensive two-year Associate Portfolio Manager (APM) Program in 2012. This program is an exceptional pathway for high-potential buy-side investors, outstanding sell-side trading talent, or world-class quantitative analysts across a spectrum of hedge fund disciplines, including discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven strategies. The APM Program offers immersive exposure and intensive training, refining participant's investment skills with the ultimate objective of enabling advancement to a senior Portfolio Manager position within Caxton. Over a quarter of our current Portfolio Managers, many of whom are now our most respected PMs, have risen through this very program, underscoring its success. We are currently seeking candidates with a level of experience between 3 to 10 years in either asset management, hedge funds and/or market making. The ideal candidate should have expertise in, and ideally direct experience implementing, the proposed investment strategy and related markets. We appreciate entrepreneurial risk-takers with a desire to build and grow their investment strategy. The ability to work both independently and collaboratively with various stakeholders is crucial, as is a demonstrated capacity for continuous growth and evolution. If you harbor an unwavering passion for the financial markets, possess a strong work ethic, and meet the above criteria, we invite you to apply. Please submit your CV, investment track record (if available), and a detailed outline of your proposed investment strategy. A comprehensive strategy outline is a critical component of your application. We eagerly anticipate the opportunity to explore your potential and welcome your contribution to the continuing legacy of Caxton. Benefits For New York-based applicants, the base pay for this role is $175,000 annually. In addition to the base pay, successful candidates will receive a formulaic percentage of their trading profitability.

Job Description You could work anywhere. Why us? * Join a pre-IPO startup with capital, traction and runway ($240M funded | 60X revenue growth in 5 years | $2T market size) * Partner with our VP of BizOps & Analytics, Armando La Rocca (ex-BCG, Better) * Disrupt a massive market and take us to a $10B business in the next few years * Be immersed in a talent-dense environment and greatly accelerate your career growth About the opportunity: Jerry is looking for a Senior Associate, Business Operations to join our growing team! We hit a huge milestone in early 2024 by achieving profitability and have ambitious goals for the next few years — scale from 5M to 50M customers and become a $10B business. As a Senior Associate, Business Operations, you will play a key role in championing data-driven decisions across the company’s most critical business initiatives (including carrier growth and development, building new products from 0-1, etc.). As part of the business operations & analytics team, you will leverage advanced machine learning models to conduct in-depth analyses and extract insights that will shape our growth strategies. Jerry is building the first super app to make car ownership affordable and accessible – insurance, buy/sell, registration, loans, safety, repairs, parking, etc – a $2T market in the U.S. We started with insurance in 2019, and since then we’ve launched loan refinancing, driving insights, repair marketplace, car diagnostics, and a GenAI-powered chatbot & voicebot. We have amassed over 5M customers, raised $240MM in funding, scaled our revenue 60X and our team to 225 across 6 countries. Here's what an ex-McKinsey teammate has to say about joining Jerry: "I’ve really enjoyed working at Jerry because it’s allowed me to flex the strategy muscles I built at McKinsey while also getting much closer to implementation. Unlike traditional consulting, I’m not just handing off a recommendation — I actually get to own the metrics, design A/B tests, and see how our strategies play out in the real world. Jerry has a deeply data-driven culture. We A/B test everything, and there’s been a big investment in data infrastructure — from clean, well-structured data to a strong data engineering team that supports real decision-making. As a result, the data and BizOps team is seen as a core strategic partner within the company. Another thing I’ve appreciated is the team itself. A lot of people here come from MBB, so I’ve still got the energy, sharp thinking, and high bar that I had at McKinsey — but now I also get to build, test, and iterate on the strategies I help develop. It’s a great mix of ownership, rigor, and impact." How you will make an impact: * Partner with marketing, product, and business development teams to integrate customer performance insights into user and partner acquisition strategies * Lead the design, execution, and analysis of A/B experiments on new and existing features, extracting key insights to inform product and business strategies * Define, understand, and test levers to drive profitable and scalable user acquisition and partnership growth * Identify opportunities to automate manual processes and optimize operational efficiency Preferred experience: * Bachelor’s degree in a quantitatively or intellectually rigorous discipline * 2-3 years of management consulting experience from a top firm (McKinsey, Bain, and Boston Consulting Group preferred) OR relevant experience in business analysis/operations * High level of comfort with SQL and/or running complex data analysis Who you are: * You have a framework for problem solving and live by first principles * You are comfortable communicating with audiences varying from front-line employees to the company’s C-suite * You set a very high bar for yourself and for your team, and you are constantly pushing that bar higher in the pursuit of excellence While we appreciate your interest and application, only applicants under consideration will be contacted. Jerry.ai is proud to be an Equal Employment Opportunity employer. We prohibit discrimination based on race, religion, color, national origin, sex, pregnancy, reproductive health decisions or related medical conditions, sexual orientation, gender identity, gender expression, age, veteran status, disability, genetic information, or other characteristics protected by applicable local, state or federal laws. Jerry.ai is committed to providing reasonable accommodations for individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at About Jerry.ai: Jerry.ai is America’s first and only super app to radically simplify car ownership. We are redefining how people manage owning a car, one of their most expensive and time-consuming assets. Backed by artificial intelligence and machine learning, Jerry.ai simplifies and automates owning and maintaining a car while providing personalized services for all car owners' needs. We spend every day innovating and improving our AI-powered app to provide the best possible experience for our customers. From car insurance and financing to maintenance and safety, Jerry.ai does it all. We are the #1 rated and most downloaded app in our category with a 4.7 star rating in the App Store. We have more than 5 million customers — and we’re just getting started. Jerry.ai was founded in 2017 by serial entrepreneurs and has raised more than $240 million in financing. Join our team and work with passionate, curious and egoless people who love solving real-world problems. Help us build a revolutionary product that’s disrupting a massive market.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About our role: We are looking for a highly motivated and licensed Financial Customer Experience Associate to lead moomoo’s in-person activations, including our partnership with the New York Mets and our NYC Brand Store. In this role, you will be driving sales, building customer relationships, and handling live customer support. This role combines financial expertise, client relationship management, and event leadership to deliver an exceptional in-person customer experience. You will oversee store operations, drive client acquisition, provide licensed investment guidance, and ensure compliance with FINRA and SEC regulations.This is a hands-on position perfect for someone who thrives in high-energy environments, excels at client engagement, and has a deep passion for finance and the U.S. stock market. Requirements Key Responsibilities: • Event Activation –Lead all Mets stadium activations and local event activations, including setup, takedown, on-site sales, event execution and post-event reporting., • Sales & Inventory Tracking – Track and report merchandise inventory, sales, and customer conversion data at each event., • Event Team Leadership – Manage part-time representatives and interns during events, ensuring smooth operations and team alignment., • Financial Expertise – Learn and maintain a deep understanding of moomoo’s history, mission, product features, trading tools, and customer promotions to effectively communicate value to clients., • Cross-Functional Collaboration – Collaborate with cross-functional teams to support/create promotional campaigns, marketing initiatives, and sales efforts., • Financial Market Awareness – Stay current on market news, trends, and economic events, and effectively communicate relevant insights to customers., • Client Onboarding –Assist customers with account openings, deposits, and account modifications on-site., • Sales & Promotions Management –Manage and plan sales promotions and marketing campaigns for both Mets activations and the Brand Store., • Client Support – Provide exceptional client support by answering incoming questions about moomoo products and services., • Store Operations Management - Oversee day-to-day Brand Store sales and operational workflows., • Compliance – Ensure all marketing and sales activities comply with FINRA and SEC guidelines Qualifications: • Must currently have Series 7, and ability to obtain Series 63 license within the first 90 days of employment., • 3+ years of experience in sales and/or customer service within a financial services company., • Strong personal trading experience (preferred)., • In-depth knowledge of FINRA and SEC marketing guidelines., • Deep understanding of trading products, services, and the U.S. stock market., • Excellent leadership, communication, and customer engagement skills. What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $55,000-$100,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description Customer Experience Associate Location: Hybrid (NYC); Mandatory 3 Days in office per week Starting Date: August We're on the hunt for enthusiastic Customer Experience Associate individuals who are deeply passionate about helping customers, with a special emphasis on empowering small businesses. Are you ready to kickstart an exciting tech career at Melio? We need dynamic go-getters, eager to conquer the unique challenges of a startup environment, ensuring every customer feels valued and supported. Here, your role transcends typical customer experience duties; as a pivotal part of our team, you'll be actively involved in brand-building, retention and turning every customer interaction into a moment that defines and enhances the Melio brand. Qualifications: • 2+ years of relevant customer service experience specifically supporting customers through Phone and Live Chat., • Expertise in clear, confident communication, crucial in handling the high-stakes financial transactions that are vital to small business owners., • Skilled in juggling multiple chat interactions simultaneously while maintaining a calm and empathetic demeanor., • Passionate about acquiring knowledge, adept at complex problem-solving, and motivated to excel in achieving key metrics., • Driven by a passion for going above and beyond for customers with a strong focus on customer obsession and centricity, • Comfortable in a fast-paced startup environment, while being able to stay patient while managing a variety of situations, • Prior experience utilizing Zendesk is a plus, • Bonus points for experience working with small businesses in a customer experience or customer support capacity/a tech startup or a similar environment, • Provide outstanding support experiences to customers through live conversations via Phone, Email and live chat, • Actively switching back and forth between channels if needed, • Prioritizing customer needs above all, while resolving numerous issues efficiently., • Work collaboratively with internal teams to resolve tickets efficiently, • Improve product needs by understanding trends in support related topics, • Work cross-functionally throughout all departments to work through any customer product issues The heart and soul of our brand are in the daily interactions with our Customer Experience Team. We don't just solve issues, we consider ourselves Brand Builders and this differentiates us from the competition. This translates into world-class support for customers by combining fast, efficient, & personalized quality service. Their success is ours and we continually work to refine processes, workflows, and communication to provide a support experience that is friction-free. Beyond our day-to-day contact with customers, we also work cross-functionally with stakeholders across the company, as well as with our partners. We pride ourselves on instilling a high-performance culture that recognizes great work and celebrates team & individual success and creates a collaborative atmosphere where ideas are welcome. You will be integral to Melio's success. About Melio USA: • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated., • The annual base salary range for this position is $61,000 - $65,000, • Medical, dental, vision: We offer highly competitive and selected plans with 100% coverage, FSA and HSA., • 401K matching and stock options: Feel the investment of working at a hyper-growth startup., • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees., • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it., • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week., • Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well! Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you're here already, scroll down and apply now!). This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Dalio Family Office Overview: The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The office is h

Job Description General Interest About Us: Catalyst Labs is a recruitment agency specializing in tax across North America, Caribbean, UK, Europe and in certain Asian jurisdictions such as HonKong, Singapore, South Korea and Taiwan. This is an open expression of interest for seasoned transfer pricing professionals looking to explore new opportunities. By submitting your CV, you will be considered for upcoming roles with our clientsranging from startups, fast-growing mid-sized businesses to investment entities, Big 4 and Large Corporates. We work directly with hiring managers who understand the strategic importance of robust transfer pricing functions in a globalized economyand we take pride in facilitating conversations that are aligned with your expertise and long-term goals. Who Can Apply: Anyone interested in Transfer Pricing, BEPS, and International Tax Policy. Location: Anywhere in the USA, Caribbean, UK, Crown dependencies, Europe or East Asia. Experience: Analyst / Associate to Senior Manager, Director, and Partner-track professionals. General Requirements by Role: * Strong experience in Transfer Pricing from public accounting firms, specialist TP consultancies, law firms, or in-house MNC tax departments. * Prior tenure at a Big 4 or globally recognized advisory firm is preferred. * Hands-on experience in transfer pricing documentation, functional analysis, benchmarking studies, and TP planning strategies. * Familiarity with OECD Guidelines, BEPS Action Plans, CbCR, master/local file compliance, and intercompany pricing methodologies. * Experience with dispute resolution (e.g., APA, MAP, audit defense) is highly regarded. * Exposure to industry-specific TP issues (e.g., financial services, tech, pharma, digital economy, supply chain reconfigurations). * Fluency in TP software tools (e.g., TP Catalyst, OneSource, Orbitax) is a plus. * Advanced degree in Tax, Economics, Finance, or LL.M in Taxation. * CPA, CA, CFA, or similar credentials are valued but not required. * Demonstrated leadership in managing junior professionals and leading client-facing engagements. * A global mindset and strong communication skills to work across jurisdictions and functions. Why Work with us? * Take advantage of the strong relationships we have built with the Big 4. * Tap instantly into our global network for both access and insight. * Work with competent recruiters who are deeply embedded with clients. * We prioritize your confidentiality and privacy throughout the recruitment process. * No spamming. * Support on crafting the perfect resume for jobs we shortlist you for. * Bypass gatekeepers, work directly with hiring managers and decision makers. * Industry insights and assistance in salary negotiations. Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

Vendor Management Associate | VP.ATLAS SP Partners is a global investment firm that seeks to provide stable funding and capital markets services to companies seeking innovative and bespoke structured credit and asset-backed finance solutions.ATLAS SP's tenured experts work with clients to determine

Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Respo

Job Description BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts. Advisory Associates are integral to BBR's ability to provide unparalleled hospitality and advice. The desired candidate is passionate about alternative investments, financial markets, client literacy and exceptional service. Responsibilities: • Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning, • Generate and edit presentations for existing clients and marketing presentations for prospects, • Prepare reporting for internal meetings relating to clients, prospects, and investment managers, • Maintain data integrity across multiple systems, • Collaborate with senior team members to resolve complex client requests or issues, • 1 or more years professional or relatable experience ideally in Asset or Wealth Management, • Undergraduate degree and a strong academic track record, • Proficiency in MS Office Suite, especially Excel, • High degree of intellectual curiosity, • Excellent communication and time allocation skills: adept at managing expectations, • Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team, • Comfortable being wrong: seeks to learn from mistakes and takes accountability, • Exhibits enthusiasm for professional development and personal growth, • Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment., • Competitive base salary and incentive compensation opportunity., • Company subsidized health, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career opportunities., • Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure., • Hybrid work environment, "Work from Anywhere" weeks, and business casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $85,000 and $100,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job DescriptionSalary: $60,000 - $65,000 A career with Northwestern Mutual Park Avenue brings mutual success. When you bring your talent, hard work, and commitment to excellence, we offer the training, mentorship, and resources to help you achieve your vision and discover your potential. Our Financial Advisors help clients reach their goals by developing and implementing financial plans to show them where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help get them there. Our Network Office team supports those Advisors and provides the critical systems & resources needed for them to achieve their entrepreneurial dream. The Insurance Sales Associate provides all aspects of sales and administrative support to Financial Representatives, ensuring they're focused on revenue generating activities. Ongoing support to continue to build their business will also be provided. Responsibilities Administrative Support • Manage the Financial Representative CRM database (Microsoft Dynamics)., • Run reporting, illustrations, policy changes, & other service requests., • Manage client communications & electronic signatures through DocuSign. New Business Support • Pre-fill client applications & coordinate completion of Medical History Questionnaires., • Submit applications & corresponding documents to the corporate Home Office., • Track application status to ensure all deadlines & outstanding requirements are completed., • Send in required supplemental documents to the corporate Underwriting Team., • Schedule client medical exams & coordinate with servicing Financial Representative., • Coordinate with Financial Representatives to help usher the Client through the Underwriting process, including HIPPA requests., • Track underwriting status to ensure all deadlines & outstanding requirements are completed., • Ensure cases are Commission Authorized in a timely manner. Other Duties • Submit case prep/planning work requests to the Financial Planning team., • Coordinate with the Financial Planning Associate to ensure all closing meeting materials are prepared in a timely manner., • Coordinate opening of Investment Accounts in NetX360 with the Investment Operations team., • Serve as the back-up to our Client Relationship Center. Qualifications • 1-4 years of experience in Sales Support/Financial Services., • Life, Accident & Health Licensed (or completed within 90 days of hire)., • Must be quality focused, detail oriented and able to prioritize requests to meet shifting deadlines., • Strong computer and keyboarding skills and Microsoft Office experience., • Strong verbal and written communication skills. Must be able to communicate with all levels of management., • Ability to maintain a high degree of confidentiality. About Northwestern Mutual Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Senio

Candidates who receive a general Investment Banking Associate offer could be placed within Industrials & Services. Associates often take a lead role in executing transactions and working with clients, attorneys, investors, interested parties and other senior professionals on a daily basis. Prior to

PSI sits within the Capital Solutions Group in Global Banking & Markets Investment Banking. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and persona

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off Looking for big consulting firm experience, but with all the advantages of a small company? Join the Vergys Team! Note: Hiring for this position is contingent upon contract award. Vergys, LLC ("Vergys") provides strategic, operational, and IT consulting services to C-Suite leaders in federal, public, and private sector organizations. Our capable, results-oriented team partners with clients to expose obstacles, develop effective solutions, and enable breakthroughs that help our clients achieve new levels of success. We have proven strategies based on industry-leading practices that yield the highest return on our clients' investment in us. We value teamwork and collaboration; an entrepreneurial spirit; taking risks and finding new methods; ethical relationships and practices; and pride in delivering quality work. We believe in a holistic, 360-degree approach to professional development that considers the client, company, and personal aspects of work. Being our best selves makes us better equipped to help our clients overcome their most challenging problems. We seek an entry-to mid-level human capital professional to fill a key role on a new project supporting a municipal client in New York City (NYC). This project provides a blend of general management consulting, change management, communications, and organizational transformation support. The ideal candidate pays exceptional attention to detail, is accountable for achieving desired outcomes for clients, and excels at analyzing large amounts of information and distilling results into practical, straightforward solutions. Additionally, candidates should be comfortable working as part of an established team, willing to manage and complete ongoing project tasks and briefings, and learn to understand client needs related to improving internal processes, industry best practices, and organizational development. You'll interact directly and coordinate with client leadership, internal program team members, and key program stakeholders. The position provides project consulting support to assist in managing key organizational or operational functions that support the clients mission. This role primarily supports a remote engagement model, though key resources may be required for on-site presence in NYC as needed. Core Job Responsibilities and Daily Tasks An Associate at Vergys is a role where consultants actively participate in multiple aspects of a project based on interests, skills, client needs, and firm opportunities. Associates work closely with the firm's senior leaders, all of whom come from a traditional background in the "Big Four" consulting firms. Core responsibilities include the following: • Work closely with the project team and government personnel to prepare, review, revise, and maintain technical project documents (e.g., change impact assessments, strategic communications plans, and cost-benefit analysis), • Collect and manipulate a variety of data to pinpoint strengths, opportunities, and generate recommendations or conclusions, • Conduct primary research supporting client recommendations, • Synthesize and summarize data, research, or communications (e.g., summary briefings and meeting minutes), • Collaborating in the development and execution of targeted communication plans, which involves drafting key messages, identifying appropriate channels (e.g., email, intranet, webinars), and ensuring a consistent communication cadence, • Aiding in the creation of innovative communication materials, such as short video snippets, animated GIFs, infographics, and visual roadmaps, to simplify complex information and enhance engagement, • Assisting in implementing pulse surveys and feedback mechanisms to gauge understanding and sentiment after key communications or milestones, allowing for rapid adjustment of strategies, • Contributing to the identification and addressing of potential resistance to change by monitoring feedback and supporting the development of mitigation strategies, • Assisting in creating and maintaining critical project documentation related to change management, such as stakeholder analyses, communication logs, and adoption metrics, • As required, provide draft documentation support in planning, developing, and staffing products such as senior-level briefings, correspondence, reports, databases, and websites, • Review program and customer documentation for accuracy and completenessRequired Skills and Qualifications: Successful candidates are highly professional, take personal accountability for completing tasks from start to finish, are focused on client success, and demonstrate adaptability and strong initiative while meeting the following qualifications and requirements., • Bachelor's degree in communications, marketing, political science, organizational psychology, or related field and 3-5 years of professional experience in change management, organizational development, or strategic communications;, • Preferred: 3-5 years of professional experience in change management, organizational development, or strategic communications in a professional services setting--OR--, • Master of Business Administration, Master of Public Administration/Policy, Master of Information Management, or Doctorate from an academically rigorous program and 1-3 years of professional experience in change management, organizational development, or strategic communications;, • Preferred: 1-3 years of professional experience in a professional services setting, • Communication Excellence: Exceptional written and verbal communication skills, with a proven ability to convey complex information clearly, concisely, and empathetically to diverse audiences., • Preferred: Experience developing, delivering, and supporting change management initiatives, • Stakeholder Engagement: A foundational understanding of stakeholder analysis and engagement principles, with the ability to build rapport and foster collaboration., • Analytical Acumen: Strong analytical and problem-solving abilities, enabling you to contribute to impact and readiness assessments and identify root causes of resistance., • Content Creation: Experience or aptitude for developing various communication materials, including presentations, written notices, and potentially visual content., • Technical Proficiency: Demonstrated proficiency in Microsoft Office Suite applications (Word, Excel, PowerPoint, Visio). Familiarity with collaboration tools (e.g., Microsoft Teams) and project management software (e.g., JIRA, Smartsheet) is desirable., • Organizational Prowess: A keen eye for detail and strong organizational skills, ensuring accuracy and efficiency in all tasks., • Adaptability & Empathy: The ability to adapt to shifting priorities and unforeseen challenges, coupled with a strong sense of empathy to understand and address user concerns during change. This is a full-time, entry-to-mid-level remote work position. We offer a competitive benefits package, including training expense reimbursement, health insurance compensation, 401(k), paid time off, and more. Compensation: $90,000/annually or $50/hr (as a 1099 employee) Work remote temporarily due to COVID-19.

Job Description Aquarian is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. After launching in 2017, Aquarian finalized its first investment in 2018. Since then, Aquarian and its relying advisers have grown to serve as investment managers on approximately $22 billion in book value assets under management. Aquarian Insurance Holdings acquires and operates companies providing retirement income and reinsurance solutions for millions of people. Aquarian Investments deploys capital into opportunities that yield attractive risk-adjusted returns with downside protection for its clients. Aquarian's approach combines a wide and holistic view of the investment landscape with incisive decision-making and deep investing acumen. The company invests across the capital structure and creates tailored financing solutions that enable high-quality companies to grow and evolve. The Role Aquarian Holdings is seeking an exceptional individual to join the Client Services team as an Associate. This role will be a critical member of the inaugural Client Services Team and will report to the Vice President, Client Services. This individual will be responsible for building, scaling and maintaining client service coverage for the Aquarian ecosystem, which includes insurance companies and other institutional investors. This position is located in New York City. Responsibilities: • Support client inquiries and ensure timely, accurate responses regarding investment portfolios, performance, and compliance matters., • Prepare and review portfolio reporting packages, client presentations, and customized analyses., • Monitor investment portfolios to ensure adherence to client-specific investment guidelines, internal risk limits, and regulatory constraints. Work with internal teams to address any compliance exceptions or breaches., • Support the preparation and submission of external regulatory filings, ensuring accuracy and timely compliance with applicable regulations., • Help streamline processes, enhance data management, and implement best practices for efficiency., • Liaise with Investment Operations, Legal, Compliance, and investment teams to ensure seamless client service delivery., • 2-5 years of buy side or sell side experience in a client-facing role., • Familiarity with insurance asset management preferred., • Interest in strategic initiatives, building sales and business development., • Experience in developing and maintaining client reporting., • Deep understanding of credit/fixed income investing and associated operational requirements., • Highly process oriented, yet entrepreneurial., • Strong quantitative skills and attention to detail in analyzing investment data and client portfolios., • Excellent verbal and written communication skills, with the ability to present complex information clearly to clients and stakeholders., • Ability to manage multiple priorities, meet deadlines, and work independently in a fast-paced environment., • Strong collaboration skills and willingness to support broader team initiatives.

The LMI Compliance team is looking for a compliance attorney/professional to assist with our control room function to support LMI's scaling private investment activity. Competencies typically acquired through at least a bachelor's degree and 5 or more years of relevant investment, compliance or lega

Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required. Experience in middle market M&A sell side investment banking, preferred.

Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. Morgan Stanley is a

Job Description Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • TIME 100 Most Influential Companies (2023), • Fast Company Most Innovative Companies (2020, 2023), • Built In Best Places to Work (2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024), • Great Place to Work certified (2020, 2021, 2022, 2023, 2024), • Fast Company Best Workplaces for Innovators (2022) This is a 6-month contract position, September 2025 - March 2026 As a Client Success Associate at Maven, you will: • Serve as a member of the account team managing our book of Small and Medium size Businesses (SMB) through a pooled support inbox, • Develop deep product and internal process knowledge to help identify common roadblocks and propose solutions for better team efficiency, • Standardize and maintain CS team playbooks, templates and documentation to further enhance client experience while promoting and maintaining efficiencies, • Utilize Salesforce cases system for triage, communication and resolution workflows; partner closely with peers other team triage colleagues to ensure high level of accountability and limit redundancy in addressing client questions and concerns, • Own day-to-day cross-functional coordination of client activities, including but not limited to reporting requests, hosting client meetings upon request, delivering on client marketing requests, and business operation deliverables, • Actively listens to clients' concerns and diagnoses clients' service needs while facilitating timely client problem-resolution, • Follow escalation protocols correctly to ensure tickets are routed to the right teams for support and/or that you seek additional support to respond to clients appropriately; help to support and maintain these documented protocols and identify opportunities for process improvement where needed, • Partner with other CSMs, Operations, Client Deliver, Sales, and Product to iterate on existing processes and continue to deliver best-in class client service, • 2-4 years of experience in customer or client success, account management, customer or digital marketing, project management and/or operations, • Passion for healthcare, telehealth, and/or start ups, • Experience with managing high volume of clients, • Experience at a digital health company in the health, wellness, or family health space, • Experience supporting health benefit programs for employer, channel and payer clients, • Salesforce, Looker and/or Microsoft suite experience, • Strong interpersonal and verbal, written, and presentation skills, ability to communicate clearly and persuade, and influence internal and external stakeholders, • Ability to craft thoughtful and persuasive client-facing content in multiple different formats, • Ability to identify issues and trends based on your client experience and bring to appropriate cross-functional teams to identify and solve with process improvements, • Experience creating scalable and repeatable processes that are used by internal and external stakeholders, • Strong project management and organizational skills and the ability to influence without authority, • Self-motivated, independent, adaptable, and can thrive in a fast-paced startup environment The compensation range for this role is $40 - $50 per hour. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, and skillset. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g ). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: . For general and additional inquiries, please contact us at .

If selected, you will hold the position of Investment Grade Credit Desk Analyst (Associate level) and will be responsible for critically analyzing specific sectors/credits to generate profitable trading ideas for the Deutsche Bank trading desk & our clients. Investment Grade Credit Desk Analyst. The

Investment Banking, Senior Analyst/Associate, DCM. BTIG is seeking a Senior Analyst/Associate (First or Second Year) to join its Investment Banking and Capital Markets Team in New York. BTIG offers a unique environment that combines a highly entrepreneurial platform focused on growth companies with

Candidates who receive a general Investment Banking Associate offer could be placed within Financial Institutions. To learn more about Truist Securities' Associate positions, please visit the Student Programs section of our website at www. As an integral member of the team, Associates play a meaning

Product Associate In Global Investment Bank.Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.As a Product Associate in the Global Investment Bank, you wil

Job Description Client Services Associate Job Description We are seeking a proven and seasoned Client Service Associate to provide support and assistance to financial advisors of Dominari Securities LLC, a dual-registered Broker-Dealer and Registered Investment Advisor. This role is a combination of client service and operations focused on providing excellent service to both the advisors and their clients. Examples of day-to-day responsibilities include: • Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers from legacy custodian relationship to Dominari Securities, • Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc., • Ensure accurate completion of prospective and new client paperwork and set up within Dominari systems., • Maintain (CRM) database and client files (Filing, copies, data input), • Research and follow up on any issues with the Broker/Dealer, Operations, and vendors., • Review client accounts on a regular basis to ensure completeness and remediate found issues., • Record and reconcile incoming assets to the appropriate Dominari blotter., • Learn Company product suitability guidelines, financial operational processes, and financial sales processes., • Support client service functions for all teams as requested, such as servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and requests, account transfers, account updates, cash distributions, and following up on any other client related issues along with various other work assigned by financial advisors., • Help with new broker onboarding and client account openings., • As a Client Service Associate you will have the opportunity to work to support the success of our high growth financial advisors and brokers. The position is an in-office, team-based role with a high level of on-going collaboration, interaction, and communication. Requirements you need to meet: • 4-year degree preferred, • 3+ years industry experience as a client service associate, • Series 7 and 66, or 7, 65, and 63 licenses with a clean regulatory record, • Working knowledge of FINRA and SEC rules and regulations required, • A professional phone presence, • Excellent customer service and communication skills, • Drive to provide exceptional care to clients and registered representatives., • Experience working with Schwab and/or RBC is a plus., • Experience with My Compliance Office a plus, • Excellent written and verbal communication skills, • High attention to detail and ability to work in a fast-paced environment., • Excellent follow-up and project management skills, • Comfortable and proficient using custodian and other industry technology such as Microsoft Office, Excel, Word, etc., • Experience working with CRMs is a plus., • Reside in the surrounding New York city area.

Job Description Are you passionate about helping customers succeed while driving growth and expanding revenue? We’re looking for a Customer Success Associate who thrives at the intersection of relationship management and sales. In this role, you’ll be the primary point of contact for a portfolio of clients, helping them unlock the full value of our product while identifying new opportunities for upsell, renewal, and long-term retention. This is more than support—it’s about driving client outcomes and growing revenue through strategic conversations, strong rapport, and a deep understanding of customer goals. What You'll Do * Own and manage a book of business, serving as the trusted advisor and point of contact for each client * Proactively engage with customers to ensure satisfaction, product adoption, and ongoing return on investment * Identify expansion opportunities such as upsells, add-ons, or feature upgrades, and collaborate with the sales team to close * Lead renewal conversations with a focus on long-term value and retention * Track customer health, usage metrics, and satisfaction scores to flag risks and intervene early * Deliver onboarding, product training, and strategic check-ins to drive client success * Collaborate cross-functionally with Product, Support, and Marketing to surface feedback and advocate for client needs * Maintain accurate notes and pipeline activity in the CRM such as Salesforce or HubSpot What We're Looking For * Early career talent wanted: 0-3 years experience in a customer centric role * Strong relationship-building and communication skills, comfortable speaking with decision-makers * A consultative, value-driven mindset with an ability to spot growth opportunities * Driven, goal-oriented, and energized by KPIs tied to retention and revenue * Familiarity with CRM tools and customer success platforms such as Salesforce, Gainsight, or HubSpot * Experience in SaaS, tech, or a subscription-based model is a plus What We Offer * Competitive base salary plus commission or performance bonuses * Opportunities for advancement into senior customer success or account executive roles * Comprehensive onboarding, training, and career development support * Collaborative, fast-paced team culture with plenty of recognition * Health benefits, paid time off, and flexibility including remote or hybrid work options &

Job DescriptionBILINGUAL (ENGLISH-SPANISH) CULTURE ASSOCIATE, K-5 Job Title: Culture Associate Report to: Principal Coaching support provided by: Dean of Students Employment Terms: 12-month position Location: Brooklyn, NY (Sunset Park) About the LEEP Academy Familia LEEP Dual Language Academy Charter School serves students in grades K-5. At LEEP our educators use effective instructional techniques to provide a high-quality dual language program, located in Sunset Park, Brooklyn. Our mission is to provide an inclusive and academically rigorous dual language education that empowers students to become bilingual, bicultural, and bi-literate. We are seeking dedicated and passionate educators and staff members to join our committed team. In our classrooms, we provide high-quality, differentiated instruction tailored to meet the personalized needs of every K-5 student. We are committed to serving our diverse community and utilizing families as partners in their student's education. We learn and practice five core virtues: Cariño/Love, Respeto/Respect, Valentía/Courage, Gratitud/Gratitude, and Alegría/Joy. About the Role The Culture Associate is responsible for providing behavioral support to students, ensuring students are on task, and that the behavior expectations established by the school culture team are implemented in a consistent, caring, and disciplined manner. The Culture Associate will execute the vision for school culture and is responsible for shaping and sustaining school-wide systems, processes, and opportunities for students to internalize and uphold the school's values for academic excellence and community building; and functions as support to the staff in the implementation of school-wide systems and procedures related to school culture and behavior. Responsibilities • Collaborate with the Dean of Students and MTSS Team in driving and sustaining the school's culture framework, which includes student data collection and analysis., • Provide 1:1, small group, and whole class support and remediation based on ongoing observations., • Help monitor uniform compliance as scholars enter the building in the morning., • Respond and follow the response to the behavior systems and procedures of behavior referrals., • Support escalated students using SEL and RC practices., • Input all behavior-related data into the behavior data software., • Attend and participate in culture team meetings and professional development., • Monitor and support scholars who are in alternative placements., • Support DOS with any culture-huddles for families and students to support cultural initiatives within the school., • In collaboration with the DOS, support the development, implementation, and revision of culturally relevant and responsive systems for all grade and developmental levels., • In collaboration with the DOS, analyze and present culture data to identify areas of focus for improvement., • Plan and co-facilitate community meetings and other school-wide culture-building activities in partnership with the Dean of Students and MTSS Team., • Additional duties, including lunch and recess coverage, as assigned., • Support Arrival/Dismissal procedures., • Bachelor's Degree is preferred., • Bilingual and have 1-3 years of professional experience with students, or related fieldsfield., • High professional and ethical standards., • Experience working with diverse populations of students and communities., • Strong understanding of the challenges and opportunities of working with First Generation, and/or economically-vulnerable students., • Strong interpersonal, oral, and written communication skills. We offer comprehensive and competitive benefits that promote personal health, wellness and development for our staff and their families including: • Paid Time off including personal time, sick time, and school breaks (The week of Thanksgiving, 2 Weeks for winter break, February/mid-winter break, and spring break), • Balance Fridays for Sustainability, • Tuition Reimbursement, • Full Day Professional Development Days, • Comprehensive Health Insurance Plans (including medical, dental, and vision), • Mental Health and Counseling Services provided by Health Advocate and Talkspace, • Pre-Tax Commuter Benefits The starting compensation for this role is between $24.00 to $28.00 per hour. The starting salary will depend on multiple factors including professional experience, education, and certifications. This is a full-time position. Commitment to Diversity LEEP Dual Language Academy Charter School is committed to a policy of equal treatment for all individuals applying for employment. We do not discriminate on the basis of race, ethnicity, sex, gender, sexual orientation, pregnancy, national background, religion/belief, marital status, caregiver status, veteran status, disability, age, political party, or salary history. If you are passionate about education and excited to make a positive impact in a diverse and multicultural learning environment, we encourage you to apply and join our team at LEEP Academy. Together, we can empower our students to achieve their fullest potential!

Senior Client Service Associate. Masterworks is looking for a Senior Client Service Associate to do outbound work to potential investors by phone, igniting their interest in investing in art, and scheduling them to speak with one of our Investment Advisors.

The Relationship Management Associate (RMA) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of Blue Owl investment solutions. Relationship Management Associate (RMA). Strong time management and organizational skills.

Support Project Finance deals and transactions from origination and diligence through to closing and liaising with the Portfolio Group by applying in-depth knowledge of the project finance market, credit analysis and administration. Experience with project finance transactions in the power, natural

Duration: 12 Months(Hybrid) About the Role: The Real Estate Operations team support commercial real estate investment activities across the platform. The preferred candidate will have knowledge of commercial real estate process and operations.

This role will report to the Director and Associate General Counsel, Corporate and M&A. Do you have:a) any Personal/Familial Relationships (current Robinhood employees or employees of Robinhood's vendors);b) any Outside Business Activities that you wish to continue;c) any investment that is grea

Investment Banker - Financial Institutions (Insurance) - Managing Director. Investment Banker - Financial Institutions (Insurance) - Managing Director. We're seeking an Associate to join our FIG team and focus on Insurance.

The team is responsible for the investment management of numerous commingled and custom investment vehicles (or "Funds"), which may include fund investments (primary and secondary basis) and direct investments. Working with Product Management team to ensure that the Investment Solutions & Strategy t

Our wide array of financial strategies equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Job Summary: As an Internal Client Advisor Associate within the Asset Management team, you w

We have removed all unnecessary metadata, links, buttons, and other extraneous elements to focus on the core content.The formatting is consistent across our platform, and the content is presented in a clean and readable format.The job description is provided below, followed by the key responsibiliti

This is the main content of the job post.We have removed all unnecessary tags and metadata to focus on the core information.The formatting is consistent, and it's ready to be integrated into your platform.If there is any additional information or specific details about the job, they are included her

Interest in and familiarity with Media & Video Investment. The Associate is an important part of the National Video Investment team. This position is an entry level role, represents the start of a media career, and reports to a National Video Manager.

As an Associate in our Financial Sponsors group, you will be a key player in our business strategy and execution.You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Financial Institutions Group, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Prior work experience in an investmen

Executive Assistant - Associate. Capital is seeking a highly organized and proactive Executive Assistant to support the Chief Investment Strategist and other Managing Directors across the New York and tri-state area offices. Collaborate with the Research, Marketing, and Communications teams to gathe

Strong accounting, finance, quantitative, corporate finance and business writing skills. Join the Investment Banking Division, as an Associate in the Corporate Finance Advisory team, where you will be a key player in the execution of the firm's business. Developing a subject matter expertise in corp

You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.

Are you an experienced investment funds attorney with a passion for hedge fund formation? A prestigious global law firm is seeking a talented Investment Funds Associate to join its industry-leading Hedge Fund Formation practice in either New York or Dallas. Draft and negotiate fund offering and oper

Job Opportunity At Morgan Stanley's North American Fixed Income Research Team. Morgan Stanley's North American Fixed Income Research team is looking for an Associate to join the credit strategy team. The role involves forming investment views in the investment grade corporate bond market, building a

Associate To Senior Associate For Quantitative Business Development. The Riverview Omni team is seeking an Associate to Senior Associate for Quantitative Business Development, who will be responsible for identifying and evaluating quantitative investment portfolio managers. While our company culture

As a result, the associate can expect to work on a diverse set of opportunities, including tradeable credit, opportunistic private credit, performing private credit, distressed debt investments, structured credit, and other asset backed investments. Prepare and present investment opportunities to th