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  • Attorney
    Attorney
    23 days ago
    $80000–$125000 yearly
    Full-time
    Watchung

    Associate Attorney Estate & Elder Law Watchung, NJ Join the highly experienced and tenured Managing Member and her team of professionals at a newly-launched firm solely practicing Estate and Elder Law. The Firm is seeking experienced associate attorneys with a fire in their belly to: give clients peace of mind that if a death or dying crisis happens their wishes will be enforceable; and, advocate fiercely for the vulnerable elderly and others. Applicants must be experienced in one or more of the following various practice elements of estate and elder law: planning, administration, guardianship, Medicaid, and related litigation. The position offers opportunities for a meaningful career and advancement in an environment where competence and professionalism are equally regarded along with empathy for clients and their families engaging the firm for their planning wishes, death and dying crisis management, and advocacy. Summary of Job Duties & Responsibilities: 1. Support the managing partner with drafting planning instruments including Wills, Trusts, Powers of Attorney, Health Care Directives, beneficiary designations, and advise on tax and Medicaid implications and complex asset protection plans including family partnerships and irrevocable trusts; supervise signing ceremonies. Associates have the opportunity for growth in the firm by initiating client engagement through their own relationships., 2. Manage estate and trust administration matters to assist fiduciaries in the administration process, preparation and submission of fiduciary accounts, advise the client on beneficiary relations and asset management/distribution, advise on Estate and Inheritance Tax Returns, interact with financial institutions, other professionals, and the Surrogate court., 3. Advise on Medicaid spend-down and applications with the County Board of Social Services; defend Medicaid clients in fair hearings; advocate for elderly clients in institutional care settings or home care settings. • J.D. Degree. Additional licensure or education, such as LLM, MBA, or CPA is helpful but not required., • Two or more years of relevant work experience, estate and elder law practice preferred., • Excellent communications skills - both oral and written., • Attention to detail, solid organizational skills, and ability to prioritize and delegate tasks., • Demonstrated experience with relevant firm software programs such as Microsoft Office Applications (Word, Outlook and Excel) and the firm's case management system (CLIO).

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  • Senior Business Analyst
    Senior Business Analyst
    28 days ago
    $60–$70 hourly
    Full-time
    North Brunswick Township

    Role Overview** The Technical Business Analyst will support the upgrade and enhancement of the Investor tools Perform platform within a Capital Markets environment. The role focuses on requirements definition, workflow analysis, data mapping, and coordination across technology and business teams to ensure successful migration, integration, and validation of Perform functionality. Perform Functional Knowledge Candidates must demonstrate familiarity with: • Fixed-income portfolio management workflows within Perform, • Trade lifecycle processing from order creation through confirmation using Perform OMS capabilities, • Execution workflows involving EMS integration, pricing visibility, and dealer/ATS connectivity, • Use of Perform analytics including duration, convexity, spread analysis, and yield calculations, • Portfolio attribution and risk analysis by sector, rating, or duration, • Scenario modeling and curve-shift simulations Trading / OMS Competency Experience with: • Portfolio allocation and optimization workflows, • Pre-trade compliance rule configuration, • Order aggregation and allocation across accounts, • Trade evaluation and cash management workflows, • Analytics-driven portfolio optimization Market Connectivity / Execution Exposure to: • RFQ and dealer connectivity workflows, • Market inventory utilization, • FIX-based integration and execution data handling, • Electronic trading environments (click-to-trade, bid-back, etc.) Fixed-Income Domain Knowledge Understanding of: • Bond cash-flow structures and call schedules, • Structured fixed-income instruments, • Amortization/accretion calculations, • Book value and realized/unrealized gain tracking, • Tax-aware accounting adjustments Key Responsibilities • Gather and document requirements related to Perform upgrade initiatives, • Translate business workflows into functional and technical specifications, • Support system upgrade planning, configuration validation, and migration activities, • Perform gap and impact analysis between current and target platform versions, • Conduct data mapping and workflow validation, • Coordinate UAT execution and defect resolution, • Collaborate with development, architecture, and vendor teams, • Provide analysis support for production issues post-upgrade Required Skills & Experience • Experience working on trading platform or OMS/EMS upgrades, • Understanding of fixed-income instruments and trading workflows, • Ability to produce requirements documentation and process flows, • SQL and data analysis capability for validation and reconciliation, • Familiarity with system integrations and market data flows, • Agile delivery experience

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