βœ“ Banking and Financial Services βœ• Clear

Banking and Financial Services Jobs in Flushing, NY

107 positions found — Page 4

Commercial Finance Attorney
🏒 Jobot
Salary not disclosed
New York 1 week ago
100% REMOTE Commercial Litigation Attorney / Associate Attorney Needed for Growing Law Firm! This Jobot Job is hosted by: Reed Kellick Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $150,000
- $175,000 per year A bit about us: We are a growing law firm that is on the lookout for a fully remote Equipment Finance Attorney / Litigation Associate! Why join us? As a Senior Attorney / Litigation Attorney in our firm, we are able to offer: Competitive base salary between $150k and $175k! Work from home / work remote 100%! Medical, dental and vision benefits! PTO/vacation! Job Details As a Staff Attorney / Commercial Finance Lawyer on our team, we are looking for: JD from an accredited law school Professional litigation experience Proven background in commercial finance/equipment finance Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
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Performance Attribution Reporting Analyst
Salary not disclosed
New York 1 week ago
Job Title : Performance Attribution Reporting Analyst Location : New York ,NY Job Description : The Investment Performance Team Operates organization performance calculations, reporting, GIPS compliant presentations, performance attribution, portfolio analytics and other related deliverables for investment book of record.

The reporting and analysis produced by the team is used by portfolio management, marketing, client service, compliance and other areas across the enterprise to inform investment decisions and strategy, support client retention efforts and promote new business growth.

Within the Investment Performance team, the Performance Calculations and Reporting team owns the performance book of record such as portfolio measurement, reporting and benchmark calculations.

The team broadly supports internal stakeholders and external client base with subject matter expertise and accurate portfolio performance measurement capabilities Demonstrate proficiency in investment performance analysis concepts including measurement techniques and industry best practices for calculation and reporting methods Have strong attention to detail and accuracy especially while employing large data sets Be process oriented with ability to recognize opportunities for improvement and streamline tasks Be able to multi-task, prioritize and meet deadlines in a fast-paced environment Demonstrate skills in problem identification and resolution of complex issues Exhibit ownership and accountability for completing all deliverables timely and accurately Communicate effectively within the team, project groups and business partner and stakeholder communities Build productive working relationships with colleagues and contribute to a positive culture Be highly organized and adaptable to support change in a high-volume, fast-paced environment Participate in cross-functional working groups and project teams Support a productive, satisfying team environment consistent with Nuveens culture and ethics principles Key responsibilities and duties include: Maintain and oversee daily time weighted rate of return calculations across the enterprise performance book of record Produce recurring and ad hoc reporting to support a broad array of business requirements and use cases Calculate, review and explain performance results Investigate and answer questions from internal stakeholders related to performance calculation methods and reporting observationsMaintain performance measurement and analytic systems for calculation of portfolio returns and statistics Serve as subject matter expert on fundamental performance concepts Assist in the development, automation, and enhancement of performance reports Build and maintain constructive working relationships with internal stakeholders Escalate risks promptly and participate in resolution actions Contribute to the upkeep of procedural documentation Identify improvements to create scale, reduce risk and add value Educational Requirements University (Degree) Preferred
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Senior Scrum Master, Finance Technology
🏒 Axelon Services Corporation
Salary not disclosed
New York 1 week ago
Job Title: Senior Scrum Master, Finance Technology & AI Projects Work Mode: Hybrid Location: New York, NY Duration: 6 Months Key Responsibilities: Lead and manage multiple cross-functional agile teams as a Scrum Master, ensuring adherence to agile methodologies and practices.

Facilitate all Scrum ceremonies, including sprint planning, daily stand-ups, sprint reviews, and retrospectives, to promote transparency, inspection, and adaptation.

Collaborate closely with Product Owners, stakeholders, and team members to define project scope, goals, and deliverables for finance technology and AI projects.

Track project milestones and deliverables, identifying risks and implementing mitigation strategies.

Proactively identify and elevate issues to stakeholders in a timely manner.

Coach and mentor team members on agile principles and practices, fostering a culture of self-organization, accountability, and continuous improvement.

Drive continuous improvement initiatives to optimize team efficiency and delivery outcomes, leveraging data and KPIs to optimize existing capabilities and innovate for the future.

Remove impediments and shield the team from external distractions to ensure focus on sprint goals.

Support the Product Owner in maintaining a well-groomed and prioritized product backlog.

Ensure the team works collaboratively and efficiently to deliver high-quality products.

Communicate project status, risks, and issues to stakeholders and senior management, providing high-quality status reports.

Foster a culture of collaboration and transparency within the team and across stakeholders.

Track team progress and performance metrics, leveraging AI tools to support requirements elicitation, user story creation, and refinement.

Qualifications: Bachelor's degree in a relevant field (e.g., Computer Science, Information Technology, Finance) or equivalent work experience.

Minimum of 5-9 years of experience in a Scrum Master role, preferably within a technology team.

Proven experience as a Senior Scrum Master or Agile Project Manager in a software development or technology-driven environment.

Strong understanding of Agile methodologies (Scrum, Kanban, etc.) and experience in agile transformation.

Experience specifically managing IT delivery in medium-to-large complex environments, particularly within the Banking/Finance sector.

Familiarity with Cloud Platforms (e.g., Google Cloud Platform (GCP), Azure, AWS) and exposure to Big Data tools (e.g., Spark, Hadoop) and AI frameworks (e.g., TensorFlow) is a distinct advantage (conceptual understanding required, not coding).

Proficiency with project management tools such as Jira, Confluence, or Azure DevOps.

Skills: Technical Skills: Expertise in Agile methodologies, Scrum framework, and experience with project management tools.

Basic understanding of SQL queries and database structures is a plus.

Strong knowledge of AI environments and data.

Leadership & Facilitation: Excellent leadership, communication, and facilitation skills.

Ability to lead and influence teams in a dynamic environment.

Communication: Exceptional written and verbal communication skills, with the ability to simplify complex problems and articulate strategy to stakeholders.

Problem-Solving: Strong problem-solving, decision-making, and analytical skills to address challenges and optimize project outcomes.

Coaching & Mentoring: Proven ability to coach and mentor team members on agile principles and practices.

Adaptability: Adaptability and flexibility to navigate changing project requirements and priorities in a fast-paced environment.

Domain Knowledge: Previous experience in the Banking/Finance sector is highly preferred.

Domain knowledge in financial technology and AI applications.

Certifications (Preferred): Certified Scrum Master (CSM), Professional Scrum Master (PSM), or equivalent Agile certification.

PMP (Project Management Professional) certification is also a plus.

AXEL01
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Travel Specialist
Salary not disclosed
New York, NY 1 week ago

Duration: 6 months


About the role:

The client is seeking an experienced professional to support several Senior Analysts in a fast‑paced environment. This role is heavily focused on travel coordination, T&E expense management (Travel and Entertainment), scheduling, and daily operational support for front‑office teams. Candidates with investment banking or client-facing experience will excel in this role.


Responsibilities

Must Have Responsibilities:

  • Coordinate domestic and international travel, including flights, hotels, car rentals, and car services through the travel agency
  • Prepare T&E expense reports using the Coupa system
  • Reconcile monthly Visa statements for analysts and associates
  • Screen calls, greet visitors/clients, and manage all incoming correspondence
  • Schedule and coordinate meetings and events with internal departments
  • Maintain client databases and log calls/emails in CRM
  • Maintain and update research data spreadsheets as required


Experience

  • 4–6 years of administrative experience
  • Prior investment banking experience
  • Front-office / client-facing experience
  • Strong MS Office Suite proficiency
  • Experience in a fast-paced environment
  • Demonstrated excellence in attention to detail
  • Experience managing heavy expenses and T&E processes - (Travel and Entertainment)
  • Travel booking experience


Skillsets

  • Exceptional communication skills (written and verbal)
  • Strong organizational and analytical abilities
  • Ability to multitask and manage deadlines
  • Ability to build and maintain effective working relationships
  • Team-oriented with adaptability


Education

  • Post-secondary education required



About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


Recruiter Details:

Name: Shubham Deep Gautam

Email:

Internal ID: 26-05082

Not Specified
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Legal Counsel
🏒 Karbone
Salary not disclosed
New York, NY 1 week ago

About:

Karbone Inc. is an award-winning liquidity services provider for energy transition and environmental commodity markets. Since 2008, we have offered integrated and innovative revenue hedging, risk management, and market advisory solutions to a global suite of clients across energy markets. Our teams are proudly ranked first amongst their peers and are all dedicated toward our core mission of providing our clients and partners with the necessary market access, liquidity solutions, and commercial insight to help them succeed in the new energy transition.


About the Role:

We are seeking a motivated Legal Counsel to support our growing organizations across Karbone, Captona, and Noreva. This is a hands-on, business-facing role where you will work primarily with Karbone’s energy trading business, while also supporting project transactions, investments, and commercial matters across our sister companies. You will play an active role in enabling business growth, facilitating deal execution, and helping build scalable legal and operational processes across multiple lines of business.


Responsibilities:

  • Draft, review, and negotiate a wide range of contracts, including master trading agreements, credit support arrangements, NDAs, and other commercial agreements.
  • Identify and manage legal risks across trading, project, corporate, and investment activities, ensuring practical risk mitigation.
  • Support project acquisitions, joint ventures, and new investments, providing practical legal guidance to business teams throughout transaction structuring and execution.
  • Advise on regulatory and compliance matters relevant to energy markets, environmental commodities, and corporate operations.
  • Serve as a strategic legal partner to enable business growth, deal execution, and operational efficiency across multiple lines of business.


Requirements:

  • JD from an accredited law school and 3+ years of relevant legal experience.
  • Experience drafting, negotiating, and reviewing commercial contracts; experience in energy markets, M&A, or project finance is a strong plus.
  • Familiarity with master trading agreements (ISDA, EEI) and regulatory frameworks for energy and derivatives markets (FERC, CFTC, Dodd-Frank, RTOs/ISOs) is preferred but not required.
  • Excellent written and verbal communication skills, with strong attention to detail.
  • Strong judgement and ability to manage multiple priorities, and provide practical legal solutions in a fast-paced environment.


The anticipated salary for this position is expected to be $160,000-$200,000. Total compensation includes benefits and bonus eligibility.


Captona is a North America-focused investment company dedicated to Decarbonization and the Energy Transition. Captona invests in late stage, utility-scale renewable energy and clean fuels projects across North America with a focus on solar, storage, microgrids, fuel cell, and RNG technologies. Since inception, the Captona team, through its value-add approach, has deployed capital to acquire, construct, and operate 50+ infrastructure assets across North America valued close to $3 billion.


Karbone Research is now Noreva. Noreva fuses transparent fundamentals, AI-driven modeling, and real transactional insight to deliver clarity across the energy transition. Our platform empowers commodity producers, developers, asset owners and investors to value assets, settle deals, stress-test capital structures, and build strategies with conviction.

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US Legal Department Summer Internship
🏒 BBVA
Salary not disclosed
New York, NY 1 week ago

Overview

At BBVA, we are leading the transformation of global banking with the aim of bringing the opportunities of this new era within everyone’s reach. We are a global financial institution present in more than 25 countries with over 89 million customers.


The BBVA US Legal Department provides legal support to the Corporate & Investment Banking Group (β€œCIB”), which includes the New York Branch and Houston Representative Office of BBVA (a Spanish bank), as well as its SEC-registered broker-dealer.


We are seeking a motivated and detail-oriented law school student to join our Legal team in New York as a 2026 summer Legal Intern. This internship offers firsthand exposure to complex cross-border banking and finance matters in a dynamic international environment.


Position Summary

The Legal Intern will work with members of the US Legal Department to support legal and regulatory matters primarily related to CIB’s activities in the United States. The intern is expected to assist with legal research, documentation review, regulatory analysis and other internal advisory matters, under the supervision of senior attorneys, including the Deputy General Counsel for US CIB.


This role is expected to provide substantive exposure across corporate lending, trade finance, derivatives, securities origination, syndication, and trading, and cross-border banking operations.


Key Responsibilities

Work with the US Legal team on CIB transactions, research and analysis of relevant laws and regulations, and special projects:

  • Assist in review and analysis of finance documentation
  • Assist with regulatory compliance analysis and documentation of internal governance
  • Participate in working group and/or committee meetings, and collaborate with other teams


Qualifications

  • Currently enrolled in and in good standing in an accredited US law school
  • Strong academic credentials
  • Demonstrated interest in banking law, finance, corporate law, or financial regulation
  • Excellent legal research, writing, and analytical skills
  • Strong attention to detail and organizational skills
  • Ability to handle multiple assignments and meet deadlines
  • Professional maturity, discretion, and high integrity
  • Ability to work collaboratively in a team-oriented environment
  • Great sense of humor and positive perspective


What You Will Gain

  • Exposure to the legal framework governing the US operations of a global financial institution
  • Practical experience with complex financial documentation
  • Insight into how in-house legal teams partner with business units in a highly regulated environment



All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


With respect to this position in our New York Office, the expected salary is $30/hour. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.


*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

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IT Finance Analyst
🏒 Jobot
Salary not disclosed
New York 2 weeks ago
This Jobot Consulting Job is hosted by: Amanda Preston Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $40
- $55 per hour A bit about us: We are a diversified global organization with a long history of innovation across digital, media, information, and enterprise technology.

Our teams support a wide range of business units with solutions that improve operational efficiency, strengthen financial transparency, and drive strategic decision-making.

The technology organization plays a critical role in modernizing systems, optimizing vendor partnerships, and enabling high-value digital initiatives across the company.

Why join us? Work within a large, well-established enterprise known for its commitment to innovation and continuous improvement.

Gain exposure to complex technology financial operations, from budgeting and procurement to vendor governance and capital planning.

Collaborate with leaders across Finance, IT, Procurement, and Vendor Management in a highly cross-functional role.

Contribute directly to improving financial processes, operational efficiency, and reporting accuracy.

Grow your skills in enterprise FP&A, capital project support, contract management, and workflow optimization.

Enjoy a collaborative environment where your contributions are valued and your insights help drive meaningful improvements.

Job Details Role Overview The contractor will support key financial planning, analysis, and vendor management activities within the technology organization.

This engagement focuses on delivering financial governance, capital project support, procurement process coordination, and operational efficiency.

Working with IT leaders and vendor management partners, the contractor will help drive financial transparency, accuracy, and alignment across Finance, IT, and external vendors.

Scope of Work / Key Responsibilities Financial Planning & Analysis Support monitoring and management of IT budgets, including identifying and reconciling variances.

Conduct ROI and cost-benefit analyses for technology initiatives as requested.

Assist with capital planning activities, including financial modeling, business case inputs, and coordination of capital fund releases.

Capital Projects Management Support the financial lifecycle of capital projects from budget submission through closeout.

Collaborate with project leads to initiate purchase requests, track spending, and verify invoice accuracy.

Monitor project timelines, costs, and financial compliance to ensure alignment with planned budgets.

Contract & Vendor Financial Management Coordinate with vendor management partners on contract renewals, maintenance orders, and payment processing.

Prepare and validate purchase orders (POs) and ensure timely issuance and communication with vendors.

Track financial obligations, receipts, and vendor billing accuracy.

Process Improvement & Automation Identify opportunities to streamline procurement, invoicing, and financial reporting processes.

Recommend and support implementation of automation or workflow enhancements to increase accuracy and reduce cycle times.

Cross-Functional Collaboration Partner with IT, Finance, and Procurement teams to obtain required inputs and ensure smooth process execution.

Translate financial data into clear, understandable insights for non-financial stakeholders.

Support ad hoc financial reporting, analysis, and decision-support requests.

Qualifications / Requirements Bachelor’s degree in Finance, Accounting, Business, or a related discipline.

3–5 years of experience in financial analysis, budgeting, procurement, or vendor/contract management.

Strong understanding of accounting principles, capital project processes, and financial reporting.

Demonstrated ability to manage multiple workstreams and meet deadlines in a dynamic environment.

Advanced Excel skills; familiarity with financial systems such as Apptio, Oracle ERP, SmartView, or similar tools is beneficial.

Strong communication and interpersonal skills, with the ability to summarize financial data into actionable insights.

Experience supporting technology or IT-related financial processes is preferred.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
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Hospice Admissions RN with 15K Bonus and Pension (Manhattan and Brooklyn NY)
🏒 Jobot
Salary not disclosed
New York 2 weeks ago
Full time Hospice Admissions RN with 15K New Hire Bonus, Pension, 403B Retirement plan, Life Insurance and Generous PTO This Jobot Job is hosted by: Donna Gawroski-Kusik Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $100,000
- $117,000 per year A bit about us: A NYC Metro Healthcare organization with over 100+ years of success in the community offering several services including hospice and palliative care, rehabilitation, and skilled nursing Why join us? $15,000 Sign on Bonus (depending on position) 4 weeks Vacation 8 company paid holidays PENSION plan – Employer paid 100% at 5.75% of salary per year Employee Vesting at 5 year work anniversary 403B Retirement plan thru Lincoln Financial Medical, Dental and Vision coverage start 60 days after start date Medical Coverage thru CIGNA Dental Coverage thru choice of Cigna PPO plan or AETNA DMO plan Vision coverage thru United Healthcare FREE Online RN to BSN and MSN degree programs Dependent Tuition Reimbursement for clinical staff Annual Tuition reimbursement $4,500 529 College Savings plan LOW cost medical, dental and vision coverage for employee and family members Flexible spending Account Dependent Care FSA Employee Assistance Program (EAP) Life Insurance policy at 2X your annual salary paid by employer Short term and Long-Term disability thru Mass Mutual Commuter Benefits program for Transit and Parking Pet care discount 25% with participating Providers Job Details We are looking to hire a skilled RN with BSN degree preferred and at least 2 years’ experience in any of the following nursing specialties like Oncology, Med Surg, Hospice, Palliative Care to perform initial physical and psychosocial assessments of potential hospice patients in order to develop individualized plans of care, goals, and make recommendations based on each patient's needs.

Territory: Manhattan / Brooklyn Work Schedule: Monday through Friday 11 AM to 7 pm NO weekends Assessments may take place mainly in hospitals or nursing facilities, very rarely in the home setting As a Hospice Field Admission Nurse (RN), you will admit eligible patients onto the Hospice program following the appropriate standards of practice established by the National Hospice and Palliative Care Organization (NHPCO).

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
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Outpatient Medical Coder (CPC) - Surgical - Temp to Perm Opportunity - Hybrid
🏒 Jobot
Salary not disclosed
Albertson, NY, Hybrid 2 weeks ago
Amazing Outpatient Surgery Organization is Looking to Hire a Hybrid Outpatient Medical Coder (Surgical Coding)!

This Jobot Consulting Job is hosted by: Joshua Tacke
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $33 - $36 per hour

A bit about us:

We are an award winning outpatient surgery group with a locations throughout the Tri-State Area.

This is a fantastic temp-to-perm opportunity in the Revenue Cycle Department - you'll be working HYBRID out of any office in Long Island, Manhattan, Jersey, or Staten.

Do you have 3+ years of medical coding experience in an outpatient setting (ideally surgery)? Are you CPC certified?

Are you open to a temp-to-perm role, with an opportunity to work with a great Rev Cycle/Billing Leader?

If interested reach out to me TODAY:

347-424-4699

Why join us?
  • 401k with 4% Employer Match!
  • Strong Career Growth and Development with Established RCM Leader.
  • Expanding, stable healthcare organziation with locations throughout NYC Metro, NJ, and CT.
  • Collaborative culture with friendly team
  • Family environment where everyone will know your name


Job Details
  • 1+ year of Medical Coding in Outpatient Setting - Surgical Coding Ideal
  • CPC Required
  • Ability to utilize insurance websites proficiently
  • Microsoft Office Suite: Word, Excel, Outlook, PowerPoint
  • Works with Electronic Health Records


Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
temporary
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Senior Corporate Access Manager
🏒 Beacon Hill
Salary not disclosed
New York 2 weeks ago
Our client, a prestigious global hedge fund located in Hudson Yards, Manhattan is looking for a Temporary Senior Corporate Access Manager to join their team for a maternity leave coverage.

This position will serve from 9-12 months, staring in April/May, and will operate on a 4/1 hybrid schedule between the hours of 8:00am-5:30pm with overtime as needed.

Compensation is DOE.

Responsibilities: Corporate Access Execution & Broker Management Act as the primary point of contact for global brokers on all corporate access related matters.

Manage ongoing broker communication regarding priorities, access requests, scheduling, feedback, and process updates.

Review corporate access flow and broker performance, proactively identifying gaps, duplication, or overconsumption.

Serve as escalation point when access is constrained, working directly with brokers and corporates to resolve issues.

Maintain strong relationships with senior broker corporate access and sales teams to protect access quality and firm positioning.

Ensure corporate access activity aligns with broker value, commercial arrangements, and governance expectations.

Investment Team Coverage Partner closely with Portfolio Managers and Analysts to understand evolving corporate access needs and priorities.

Conduct regular check-ins with investment teams to ensure access delivery aligns with strategy and coverage.

Coordinate and manage high-value 1x1 meetings, expert calls, roadshows, and bespoke access requests.

Provide guidance on messaging and approach to corporates and IR teams, particularly where access is sensitive or constrained.

Act as a trusted advisor to investment teams on access feasibility, timing, prioritization, balancing competing demands across teams and strategies.

Conferences, Events & Bespoke Access Review and triage all major broker-hosted conferences, assessing relevance, overlap, and prioritization.

Coordinate selected high-priority conferences end-to-end, including requests, allocations, scheduling, and broker communication.

Manage seat restrictions and allocation decisions in collaboration with brokers and internal stakeholders.

Create/support bespoke trips, reverse roadshows, and ad hoc corporate access events as required.

Ensure timely communication of schedules, deadlines, and changes to investment teams and assistants.

Process, Systems & Governance Ensure all corporate access activity is accurately logged in internal systems, supporting data quality and reporting.

Lead broker review meetings for Research & Corporate Access and support the broker vote process, coordinating with Procurement and relevant stakeholders.

Oversee feedback collection following senior-level meetings and ensure learnings are shared appropriately.

Support data tracking and reporting related to usage, access quality, and broker performance.

Support ongoing development and refinement of existing tools and workflow, partnering with technology teams as required.

Global Coordination & Team Support Act as a central contact for regional assistants and corporate access coordinators on process and execution questions.

Provide troubleshooting support for systems, scheduling, and broker-related issues.

Ensure consistent standards and workflows across regions during the coverage period.

Liaise with Operations, Compliance, and Procurement as required.

Experience: 5+ years' experience in corporate access, research management, or a closely related role within a hedge fund, asset manager, or sell-side institution.

Strong understanding of global broker networks, corporate access dynamics, and buy-side governance requirements.

Proven ability to manage senior investment professionals and external stakeholders with confidence and credibility.

Highly organized, detail-oriented, and comfortable managing a high volume of parallel requests and deadlines.

Experience coordinating conferences, roadshows, and bespoke corporate access events.

Strong systems aptitude; experience with corporate access platforms and CRM-style tools preferred.

Excellent communication skills, and ability to exercise sound judgement and discretion in high pressure, relationship-sensitive situations.

Comfortable operating with ambiguity and making pragmatic decisions in a fast-paced investment environment.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment.

This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting .

Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.

Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill.

Employing the Future (TM)
Not Specified
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Tax Director - Financial Services
🏒 Jobot
Salary not disclosed
New York 2 weeks ago
Exciting Tax Director
- Financial Services opportunity with one of the nations best accounting firms! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $225,000
- $350,000 per year A bit about us: Come join one of the best accounting firms in the country, we are always recognized as a Best Place to Work in NYC and a Best Accounting Firm to Work For Nationwide by the IPA committee.

Why join us? Very competitive compensation, 10-15% Annual Bonus, Full benefits package + Employee Assistance Program 10 Holidays per year + Very generous PTO Select Days off and Early closings on Fridays over the Summer! Certification, Membership, Continuing Education Benefits and Tuition Reimbursement Career Coaching Program Great Work life balance – we offer a host of special perks during busy season and maintain first-rate technology so employees can produce at a high level whether they’re in office or working remotely Job Details The Tax Director/Partner in the Financial Services group here at Anchin will be a senior leadership role responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.

This role will involve managing client relationships, leading tax planning and compliance efforts, ensuring regulatory adherence, and driving business development initiatives.

The Tax Director/Partner will also be responsible for mentoring and developing a team of tax professionals.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
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Deputy General Counsel - Elite Credit Fund
🏒 Larson Maddox
Salary not disclosed
New York, NY 2 weeks ago

We are currently partnered with an elite credit fund seeking to strengthen its legal team by hiring a senior leader specializing in private funds. This position will report directly to the Chief Legal Officer (CLO) and offer significant exposure to C-suite executives, ensuring high visibility within the organization. This role provides the opportunity to excel in a transactional environment, where you will assist with all fund-related matters. You will be responsible for overseeing and managing senior attorneys, as well as leading legal initiatives that support both the Asset Management and Capital Solutions business units. This position presents an excellent opportunity to join a collaborative team in a dynamic setting, actively contributing to a company that is continuously expanding its presence in the market.

Responsibilities:

  • Provide legal expertise to senior management and external counsel on all fund structuring matters
  • Work closely with the business team and internal stakeholders on all fund formation matters.
  • Oversee members of the legal team in regard to private credit funds, SMA'S, co-investments.
  • Provide legal support and advice in connection with fund formation documents, side letters, subscription facilities; structuring, issuing, and managing CLOs and other structured products.

Requirements:

  • JD from a top tier Law school
  • 16+ years of experience within private practice or in-house environment at an established Asset Manager
  • Significant experience with Credit funds, SMA's, & Co-investments
  • Experience leading a team and working with outside counsel
  • Experience with the Investment Advisers Act & Investment Company Act of 1940

If you are interested in the Deputy General Counsel position, please contact me and provide an updated copy of your resume.

Not Specified
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Part-Time Investor Relations Admin
🏒 Beacon Hill
Salary not disclosed
New York 2 weeks ago
Our client, a financial services start up is looking to hire a Part-Time Temp Investor Relations Admin to support the Head of Investor Relations.

The position is remote to start, Monday
- Friday , 11am-3pm.

The temp duration is 5 months + with potential to extend/convert.

The role will provide administrative, operational, and communications support to ensure the smooth functioning of our investor relations activities.

This role is ideal for someone who is proactive, tech‑savvy, and comfortable juggling multiple priorities with professionalism and discretion.

Manage the Head of Investor Relations' calendar, including scheduling investor calls, internal meetings, and cross‑functional check‑ins.

Organize and maintain investor files, data rooms, and documentation with a high degree of accuracy.

Assist with preparing meeting agendas, follow‑ups, and action‑item tracking.

Support the coordination of investor onboarding processes and documentation workflows Draft, proofread, and format investor facing materials such as email updates, meeting summaries, and presentation decks.

Help maintain CRM records, ensuring investor information is accurate and up to date.

Qualifications: 2+ years of administrative in investor relations / finance experience (preferably alternative asset management) Strong organizational skills with exceptional attention to detail.

Excellent written and verbal communication abilities.

Proficiency with Microsoft Office, Zoom and CRM tools Ability to work independently, prioritize effectively, and adapt to shifting needs in a startup environment.

Professionalism, reliability, and a proactive mindset.

Pay: $40-$45/hour DOE Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment.

This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting .

Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.

Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill.

Employing the Future (TM)
temporary
View & Apply
Lease Administrator
🏒 Jobot
Salary not disclosed
New York 2 weeks ago
Commercial Real Estate This Jobot Job is hosted by: Jon Lopez Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $80,000
- $100,000 per year A bit about us: Gemini said Lease Administrator Location: New York, NY (Midtown Manhattan) Job Summary We are seeking a detail-oriented and analytical Lease Administrator to manage the lifecycle of lease agreements for a premier portfolio of high-profile retail, hospitality, and office assets.

This role is responsible for the accurate abstraction of complex commercial leases, tracking critical dates, and ensuring financial compliance for trophy properties in major urban markets.

Why join us? Full-time position full benefits career growth Job Details Job Details We are seeking a dynamic and experienced Lease Administrator to join our Accounting and Finance team.

This is a permanent position that plays a pivotal role in managing and coordinating all aspects of lease administration for our retail and shopping center properties.

The successful candidate will be responsible for overseeing and managing lease expirations, rent escalations, Common Area Maintenance (CAM), lease amendments, and other related tasks.

This is an exciting opportunity for a professional with a strong background in the retail industry and experience with MRI, Yardi, and other relevant lease administration software.

Responsibilities As a Lease Administrator, you will: 1.

Oversee and manage all aspects of lease administration for retail and shopping center properties.

2.

Coordinate lease expirations, rent escalations, lease amendments, and other related tasks.

3.

Ensure compliance with all lease terms, including cotenancy and exclusive use clauses.

4.

Manage and calculate percentage rent and CAM charges.

5.

Utilize MRI, Yardi, and other lease administration software to maintain accurate and up-to-date lease records.

6.

Coordinate with the accounting team to ensure accurate and timely billing of all lease-related charges.

7.

Work closely with property managers and tenants to resolve any lease-related issues or disputes.

8.

Prepare and present lease administration reports to management.

Qualifications The ideal candidate for the Lease Administrator position should have: 1.

A minimum of 4 years of experience in lease administration, preferably in the retail or shopping center industry.

2.

Extensive experience with lease administration software, including MRI and Yardi.

3.

A thorough understanding of lease terms, including percentage rent, cotenancy, exclusive use clauses, lease expirations, rent escalations, and CAM.

4.

Strong analytical and problem-solving skills, with the ability to interpret complex lease language and financial data.

5.

Excellent communication and negotiation skills, with the ability to effectively resolve lease-related issues or disputes.

6.

A high degree of accuracy and attention to detail, with the ability to manage multiple tasks and deadlines.

7.

A Bachelor’s degree in Accounting, Finance, Real Estate, or a related field is preferred.

Join us in this exciting role where you will be at the forefront of lease administration in the retail and shopping center industry.

Apply today and take the next step in your career.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
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Paralegal, Associate Director, International Regulatory
Salary not disclosed
New York, NY 2 weeks ago

Our client, a leading, long standing real estate investment firm, is looking to add an Associate Director to support their International/Regulatory team.


This role is central to supporting European fund platforms and overseas affiliates, offering exposure to corporate governance, cross-border product structuring and operations, and U.S. and non-U.S. regulatory initiatives. The position also touches on developing areas such as data privacy, ESG-related considerations, geopolitical regulatory impacts, and foreign licensing matters.


Key Responsibilities

Working closely with attorneys and business partners, the individual will manage a combination of team-based and independent responsibilities, including:

  • Coordinating the formation, launch, and ongoing recordkeeping of European investment vehicles
  • Drafting and updating fund offering materials, including jurisdiction-specific supplements; overseeing version control and translation workflows
  • Liaising with external counsel and service providers regarding foreign registrations and distribution arrangements
  • Managing responses to investor due diligence questionnaires and AML-related inquiries
  • Reviewing marketing and communications materials for compliance across multiple regulatory regimes
  • Preparing board materials (electronic and hard copy) for quarterly meetings of European funds and international entities; assisting with logistics and minute-taking
  • Completing routine international regulatory filings for the organization and its affiliated funds
  • Reviewing and tracking contracts; maintaining centralized contract databases and documentation systems
  • Supporting privacy compliance processes and maintaining related documentation
  • Assisting with special projects from research phase through final deliverables
  • Overseeing document management systems (electronic and physical), shared mailboxes, invoice processing, and calendar coordination


Qualifications

  • Bachelor’s degree
  • 5–7 years of professional experience, including at least two years within a law firm environment (corporate, finance, or regulatory focus preferred)
  • Exceptional attention to detail and intellectual curiosity
  • Ability to manage competing priorities in a fast-paced, evolving environment
  • Self-starter capable of independently handling routine matters while collaborating on complex initiatives
  • Strong written, verbal, organizational, and interpersonal communication skills
  • Demonstrated analytical thinking and project management abilities
  • Experience working with global stakeholders and third-party service providers
  • Proficiency in Microsoft Office and comfort learning new systems and databases
  • Commitment to inclusive collaboration and respect for diverse perspectives


Preferred:

  • Experience with investment funds, asset management, or financial services regulation (law firm or in-house)
  • Prior paralegal experience within an international or cross-border practice
  • AmLaw100 or investment experience preferred
Not Specified
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Trademarks/Patents/Domain Names Paralegal
Salary not disclosed
New York, NY 2 weeks ago

Job Title: Trademarks/Patents/Domain Names Paralegal


Location: New York, NY


Firm Overview:


Cantor Fitzgerald L.P., with over 14,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed.



Responsibilities:


  • Primarily responsible for trademarks filing and follow up, domain names research, managing trademarks and domain names deadlines, patents maintenance and annuities work
  • Related reporting
  • And other tasks, including interactions with counsel and internal clients.



Qualifications:


  • Follow-up and strong Excel and communication skills are critical
  • Successful candidate should be able to act on detailed instructions, be organized and should demonstrate good judgment and ability to maintain confidentiality
  • Familiarity with USPTO trademarks filing interface as well as CPI or other patent docketing and maintenance system is a plus



Reports to: Chief Technology and IP Counsel


Educational Qualifications:


  • Successful candidates should have a Paralegal Certification, Bachelor’s degree or demonstrated relevant work experience. If you are a law school student, you should have completed at least two (2) full years of law school.



Salary: $80,000- $100,000


The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

Not Specified
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Tax Manager - Financial Services
🏒 Jobot
Salary not disclosed
New York 2 weeks ago
Urgently Hiring! Apply Today! This Jobot Job is hosted by: Nicole Poley Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $130,000
- $175,000 per year A bit about us: We are one of the largest business consulting firms in the world, a licensed independent CPA firm that provides client attest services; and an alternative practice structure that provides business advisory and non-attest services in accordance with all applicable laws, regulations, standards and codes of conduct.

Clients are in all business sectors and leverage a complete menu of service offerings.

Our combined entities include 300 partners and more than 3,000 employees.

Why join us? Hybrid Capabilities with locations in NJ, NY, or Miami, FL Extremely Competitive Compensation + Discretionary 10-15% Annual Bonus + Potential Sign on Bonus (5-10K) 5-15% year over raises Top plans and Full Benefits package including health, dental and vision 5+ weeks of PTO to start + 10 holidays, 2 floating holidays + Unlimited Sick days Amazing work life balance Accelerated Career Growth opportunities During Busy season you will never work more than 55 hours a week Top 20 Firm Job Details Requirements: B.S.

Degree in Accounting or related (Masters in Accounting preferred but not required) CPA required 5+ years of Tax experience working for a public accounting firm Financial Services practice required Excellent interpersonal skills in working with staff and clients IF INTERESTED AND QUALIFIED PLEASE SEND YOUR UPDATED RESUME ALONG WITH THE ANSWERS TO THE FOLLOWING PRE-QUALIFICATION QUESTIONS TO /> 1.

How many years of experience do you have in public accounting? What Industries? 2.

Do you possess your CPA? 3.

Do you have any previous leadership experience (supervision, management or lead)? Please explain 4.

What is your estimated compensation expectation? 5.

How soon are you available to start a new role? Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
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Senior Portfolio Manager
Salary not disclosed
New York, NY 2 weeks ago

About the Firm


Wall street Alliance group isΒ a boutique wealth advisory firm serving ultra-high-net-worth families, physicians, and multi-generational wealth structures.

Our practice integrates:

  • Institutional-quality investment management
  • Advanced trust and estate planning coordination
  • ERISA retirement plan advisory (401(k), Defined Benefit, Cash Balance)
  • Tax-aware wealth structuring
  • Long-term family governance and capital preservation

We operate in a founder-led, relationship-intensive environment where credibility, discretion, and intellectual depth are paramount. Our fully integrated, all in-house advisory platform ensures that investment management, financial planning, trust coordination, and retirement plan advisory are delivered cohesively.


As we scale selectively, we are seeking to deepen our investment and planning bench with a senior-caliber professional.


The Opportunity

We are seeking a CFA Charterholder to serve as a senior investment authority within the firm.

This is a hybrid role that combines:

  • Institutional portfolio strategy
  • UHNW client-facing engagement
  • Cross-disciplinary wealth planning integration

This role is designed for a sophisticated investment professional who wants to operate in a high-trust, high-complexity advisory environment β€” not a mass-market platform.


Core Responsibilities

Investment Leadership

  • Design and oversee strategic asset allocation frameworks
  • Conduct rigorous manager and fund due diligence
  • Monitor portfolio risk exposures across market cycles
  • Develop capital market assumptions and forward-looking outlooks
  • Present portfolio strategy and performance to UHNW clients

UHNW Client Engagement

  • Participate in high-level client meetings alongside senior advisors
  • Articulate portfolio positioning and macroeconomic insights with clarity
  • Address complex liquidity, risk, and concentration issues
  • Reinforce the firm’s investment discipline and long-term philosophy

Advanced Planning Integration

Develop working expertise in:

  • Trust planning structures and estate strategy coordination
  • Generational wealth transfer considerations
  • ERISA fiduciary standards
  • 401(k), Defined Benefit, and Cash Balance plan design
  • Integration of retirement plans within broader family balance sheets

You will collaborate closely with senior advisors to ensure seamless alignment between investment management and comprehensive wealth strategy.


Ideal Candidate Profile

  • CFA Charterholder strongly preferred
  • 7+ years in institutional asset management, OCIO, private wealth, or multi-family office environment
  • Experience presenting to sophisticated high-net-worth investors
  • Strong executive presence and professional polish
  • Clear, articulate communicator β€” capable of commanding a room
  • Demonstrated intellectual rigor and independent thinking
  • High discretion and emotional intelligence

Preferred:

  • Exposure to estate planning structures
  • Familiarity with ERISA and retirement plan advisory
  • Experience with complex, multi-entity family wealth structures


What This Role Is Not

  • Not a junior analyst role
  • Not a commission-driven sales position
  • Not a siloed back-office function

This role requires both technical excellence and client-facing confidence.



Who Will Thrive Here

This role is ideal for a professional who:

  • Values intellectual rigor over sales theatrics
  • Wants direct access to decision-makers
  • Seeks exposure to complex UHNW planning environments
  • Desires long-term growth within a boutique, high-integrity platform


Compensation & Benefits


  • Base Salary Range: $150,000 – $250,000 (commensurate with experience and depth of expertise)
  • Performance-based bonus aligned with investment oversight, client impact, and strategic contribution
  • Long-term growth pathway into senior advisory or investment leadership role
Benefits
  • 401(k) retirement plan
  • Comprehensive health insurance coverage
  • Dental insurance
  • Vision insurance


Not Specified
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Job #1931: Chief Financial Officer - NY (4/16/2024)
🏒 EisnerAmper LLP
$250 +
Job Title

CRE CFO

Location

Great Neck, NY

TBD

Job Description:

We are seeking a highly experienced CFO with Private Equity Real Estate experience that can deliver exceptional returns for its owners and investors, while safeguarding downside. The ideal candidate will have a minimum of 10 years' experience in commercial real estate finance with deep rooted attention to the needs of owners and investors, leading the finance & accounting team, strong fundraising capital market relationships as well as experience with investor relations are integral, all within the context of a GP/LP Promote and Waterfall Private Equity environment. Background in construction budgeting is a plus.

The successful candidate will have exceptional analytical skills, a keen ability to underwrite and negotiate acquisitions and development projects, as well as a proven ability to build, lead & grow the finance & accounting team under the umbrella of advanced Enterprise level technology such as Yardi Voyager. Exceptionally strong relationships with the capital markets- both equity and debt,- are a plus. The CFO will ensure all financial reports are prepared accurately and on time.

Key Responsibilities:
  • Oversee all financial operations of the company, including budgeting, forecasting, financial reporting, and cash management.
  • Build World Class lasting infrastructure that can help generate secure and high level IRRs for investors.
  • Manage construction budgets and spends for development projects and acquisitions.
  • Work closely with senior management to underwrite acquisitions and development projects, providing detailed financial analysis and recommendations.
  • Build and manage strong banking relationships to ensure adequate financing for development projects and acquisitions.
  • Manage and grow the accounting team, providing leadership, guidance, and support to ensure accurate and timely financial reporting.
  • Ensure compliance with all financial regulations, laws, and reporting requirements.
  • Develop and implement financial policies and procedures to ensure effective financial management.
  • Work closely with the CEO and other members of the senior management team to develop and implement the company's strategic plan.
  • Identify and implement opportunities for cost savings and operational efficiencies.
  • Build and maintain strong relationships with partners and investors, ensuring effective communication and timely reporting.
  • Prepare and deliver presentations to investors on real estate transactions and market trends.
Qualifications:
  • Minimum of 10 years' experience in a similar role within commercial real estate finance
  • Private Equity / REIT Fund Management a plus, not a requirement.
  • Strong background in construction, with experience managing construction budgets and spending.
  • Highly analytical with a strong ability to underwrite acquisitions and development projects.
  • Proven track record of building and managing strong banking relationships.
  • Proven track record within a GP/LP model reporting/managing and IRRs to investors.
  • Experience managing and growing accounting teams.
  • Strong knowledge of Yardi Voyager, or similar
  • Capital Markets background (preferred)
  • Bachelor's or Master’s degree in finance, Accounting, or related field
  • Excellent written and verbal communication skills.
  • Ability to work well under pressure and meet tight deadlines.
  • Strong organizational and time-management skills
  • High level of integrity and accountability

Accounting Team Management:

  • Manage and grow the accounting team, providing leadership, guidance, and support to ensure accurate and timely financial reporting.
  • Ensure that all financial reports are prepared accurately and on time and provide analysis and recommendations to senior management as needed.
  • Monitor accounting processes and systems to identify areas for improvement and implement changes as necessary.

Strategic Planning:

  • Work closely with the CEO and other members of the senior management team to develop and implement the company's strategic plan.
  • Identify and implement opportunities for cost savings and operational efficiencies.
  • Provide financial analysis and recommendations to senior management to support business decisions.
About Us:

We are a real estate Private Equity Fund that specializes in acquiring opportunistic value-add assets and distressed commercial real estate debt across the United States. Our hands-on team delivers impressive returns to our investors through meticulous underwriting, prudent risk management, and a proactive approach to asset management.

Our asset class focus includes, Single and Multi-Tenant Industrial Portfolios, Multifamily Development & Purchase of Commercial Non-Performing Notes.

Please mention that you are a member of EisnerAmper's Friends of the Firm program.

Make sure to include Job #1931 in the subject line and to copy on your email.


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Strategic Account Executive, Retail & Commercial Banking
🏒 GlueGROUPS Inc.
$250 +
New York, NY 3 weeks ago
About Anthropic

Anthropic’s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems.


As an Account Executive focused on Retail & Commercial Banking at Anthropic, you'll be part of the foundational team bringing frontier AI to the institutions that serve millions of consumers and businesses every day. You'll drive adoption of Claude across regional and national banks, credit unions, and commercial lendersβ€”helping them transform workflows in customer service, lending operations, risk management, and branch productivity.


You'll leverage consultative sales expertise and sector knowledge to secure strategic enterprise deals while becoming a trusted partner to stakeholders navigating AI deployment in highly regulated, customer-facing environments. In collaboration with GTM, Product, Policy, and Marketing teams, you'll shape our approach to this high-volume vertical and help define how AI enhances both operational efficiency and customer experience in banking.


Responsibilities

  • Own the full sales cycle from prospecting through close, winning new business and driving revenue within retail and commercial banking accounts. Navigate organizational structures to reach decision-makers across lines of business, operations, technology, and innovation teams.
  • Design and execute sales strategies tailored to the unique procurement dynamics, budget cycles, and regulatory considerations of depository institutions. Translate market intelligence into targeted account plans and campaigns.
  • Identify and develop new use cases across banking workflowsβ€”customer support and contact centers, loan origination and underwriting, fraud detection, compliance documentation, and relationship manager enablementβ€”collaborating cross-functionally to differentiate our offerings.
  • Build consensus across complex stakeholder ecosystems including business line leaders, Chief Digital Officers, risk and compliance teams, and procurement.
  • Serve as the voice of the customer internally, gathering feedback from users and conveying market needs to inform product roadmaps, security requirements, and go-to-market positioning.
  • Contribute to the evolution of our financial services sales methodology by documenting learnings, refining playbooks, and identifying process improvements that drive productivity and consistency.

You may be a good fit if you have

  • 5+ years of enterprise B2B sales experience, with significant time selling into retail banks, commercial banks, or credit unions
  • A track record of closing complex, multi-stakeholder deals within depository institutions by navigating both technical requirements and business use cases
  • Deep familiarity with how banks buy technologyβ€”including vendor risk management, regulatory compliance reviews, and enterprise procurement processes
  • Experience negotiating enterprise agreements within banking procurement frameworks, including navigating legal, compliance, and infosec requirements
  • Proven history of exceeding revenue targets by effectively managing pipeline and executing a disciplined sales process
  • Strong communication skills and the ability to present confidently to audiences ranging from branch operations leaders to C-suite executives
  • Understanding of retail and commercial banking operations, customer experience priorities, and competitive dynamics in the sector
  • A strategic, analytical mindset combined with creative tactical execution
  • Genuine enthusiasm for AI and its potential to transform banking, paired with appreciation for the importance of safe, responsible, and compliant deployment

The expected base compensation for this position is below. Our total compensation package for full-time employees includes equity, benefits, and may include incentive compensation.


Annual Salary: 290,000β€”435,000 USD


Logistics

Education requirements: We require at least a Bachelor's degree in a related field or equivalent experience.


Location-based hybrid policy: Currently, we expect all staff to be in one of our offices at least 25% of the time. However, some roles may require more time in our offices.


Visa sponsorship: We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this.


We encourage you to apply even if you do not believe you meet every single qualification. Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you're interested in this work. We think AI systems like the ones we're building have enormous social and ethical implications. We think this makes representation even more important, and we strive to include a range of diverse perspectives on our team.


Your safety matters to us. To protect yourself from potential scams, remember that Anthropic recruiters only contact you from @ email addresses. Be cautious of emails from other domains. Legitimate Anthropic recruiters will never ask for money, fees, or banking information before your first day. If you're ever unsure about a communication, don't click any linksβ€”visit /careers directly for confirmed position openings.


How we\'re different

We believe that the highest-impact AI research will be big science. At Anthropic we work as a single cohesive team on just a few large-scale research efforts. And we value impact β€” advancing our long-term goals of steerable, trustworthy AI β€” rather than work on smaller and more specific puzzles. We view AI research as an empirical science, which has as much in common with physics and biology as with traditional efforts in computer science. We are an extremely collaborative group, and we host frequent research discussions to ensure that we are pursuing the highest-impact work at any given time. As such, we greatly value communication skills.


The easiest way to understand our research directions is to read our recent research. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.


Come work with us!

Anthropic is a public benefit corporation headquartered in San Francisco. We offer competitive compensation and benefits, optional equity donation matching, generous vacation and parental leave, flexible working hours, and a lovely office space in which to collaborate with colleagues. Guidance on Candidates\' AI Usage: Learn about our policy for using AI in our application process


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