βœ“ Banking and Financial Services βœ• Clear

Banking and Financial Services Jobs in Jackson Heights, NY

127 positions found — Page 4

Enterprise Account Executive - Wealth and Asset Management
🏒 Clearnomics
Salary not disclosed
New York, NY 1 week ago

Clearnomics is a fintech company building the market insights platform for the financial services industry. Our platform empowers asset and wealth managers to better serve their clients and enhance their marketing efforts. The platform has achieved the highest advisor satisfaction rating in the industry, backed by cutting-edge technology, high-quality insights, and an exceptional service experience.


We’re a rapidly growing team of industry experts from across financial services. We are backed by top advisors in fintech and count some of the largest financial services enterprises as customers.Β 


We're looking for a talented Enterprise Account Executive to join our dynamic team as we accelerate our growth. The role is full-time and in-person, based in our New York office.


Job Overview


As our lead Enterprise Account Executive at Clearnomics, you’ll play a pivotal role in driving growth by building and expanding relationships with large wealth management firms as your target market. This is a high-impact sales role for someone with a value-adding mentalityβ€”energized by engaging in strategic relationships and motivated to close meaningful, multi-stakeholder deals.

You’ll work closely with our leadership team, building and executing on your pipeline, earning trust with decision-makers, and delivering tailored solutions that align with our value proposition. Your ability to navigate complex sales cycles, engage across executive levels, and articulate the value of Clearnomics’ capabilities will be critical in turning opportunities into long-term partnerships.

This role offers significant growth for a sales professional. We're looking for candidates that are driven, dedicated, and thrive in a fast-paced environment.


What you'll work on:


  • Build and execute the enterprise sales pipeline, from large wealth managers to ​​asset managers
  • Add value across engagements with decision-makers, champions, and users
  • Deliver compelling discovery calls, product demos, and tailored proposals
  • Collaborate with marketing on segmented outreach campaigns
  • Cultivate long-term relationships through in-person meetings, events, and via your network
  • Mentor and support the broader sales team by sharing best practices and contributing to overall success


We're looking for candidates with:


  • Over 10 years of experience in sales, including at least 5 years in B2B enterprise sales within financial services
  • A strong understanding of the asset and wealth management industry
  • Excellent writing and communication skills, with proven ability to explain complex issues and deliver compelling value propositions
  • Bachelor's degree in Economics, Finance, or related field. Advanced degree is a plus
  • Strong data-driven mindset with ability to analyze and communicate pipeline progress


What we offer:


  • Competitive structure that rewards performance. The salary for this position is $140,000 to $160,000 plus a commission structure that rewards successΒ 
  • Excellent benefits package. Eligibility to participate in our comprehensive benefits program including medical and dental coverage
  • Flexible PTO
  • Collaborative and innovative work environment
  • Opportunity to have significant impact in a growing company
  • Work with cutting-edge technologies


This is a full-time, in-house, and on-site position in New York City. We are an equal opportunity employer and value diversity.


Individual applicants only. U.S. work authorization is required.

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Head of Mid Market Sales - Invest Tech SaaS Data Platform
Salary not disclosed
New York, NY 1 week ago

HEAD OF MID MARKET SALES needed at one of our Investment Technology Data and Analytics platform clients! Hybrid 1 - 2x per week in office in NYC only. Base $200k - $250k plus performance bonus (first year guaranteed). You will be building a GTM sales team from the ground up for a new mid market vertical selling into the buy side, sell side and private markets firms. Must have experience building and leading teams selling relevant SaaS solutions into these markets, ideally a SaaS Data Platform. Experience at Snowflake or Databricks is a huge bonus. Other relevant firms include Palantir, Anthropic, BlackRock (Aladdin Data Cloud), Starburst, Alteryx, AWS, GCP and Azure.


Position Summary


The Head of Middle Market Sales will be responsible for building a new go-to-market (GTM) motion from the ground up targeting mid-market financial institutions, asset managers, private capital firms, and regional banks. This leader will recruit, develop, and manage a high-performing sales organization, define the sales playbook, and establish the commercial foundation for long-term scalable growth. This role requires a mix of strategic vision, entrepreneurial drive, and hands-on sales leadership in complex B2B technology environments within financial services.


Responsibilities:


1. GTM Strategy & Execution


- Work closely with key stakeholders to design and execute a complete go-to-market strategy for the middle market segment (including segmentation, pricing, sales motion, and channel strategy).

- Help validate the ideal customer profile (ICP) and targeted messaging, positioning, and value proposition for mid-market financial institutions.

- Partner cross-functionally with marketing, product, and customer success to align demand generation and post-sale delivery.


2. Sales Leadership & Team Building


- Recruit, onboard, and lead a new team of enterprise account executives and business development professionals from scratch.

- Build a high-performance, metrics-driven sales culture focused on accountability, client success, and continuous improvement.

- Coach and mentor sales talent on solution selling, financial data workflows, and multi-stakeholder deal cycles.


3. Pipeline & Revenue Management


- Drive predictable revenue growth through disciplined pipeline management, forecasting, and territory planning.

- Collaborate closely with revenue operations to establish performance metrics, CRM rigor, and sales process consistency.


Qualifications:


- 7+ years of experience in B2B sales leadership within financial technology. Majority of this experience should be within SaaS Data Platform High Velocity sales specifically, with a strong network across the buy side, sell side, and/or private markets.


- Proven track record of building and scaling a new High Velocity sales organization (preferably from zero to meaningful ARR).


- Deep understanding of financial data workflows β€” including portfolio management, risk, operations, or data management systems.


- Exceptional leadership, communication, and organizational skills; thrives in a high-growth, fast-paced environment.


- Experience working both with complex sales cycles ($250k–$2M+ ACV) and with high-velocity sales cycles ($50k - $150k+ ACV)


- Entrepreneurial mindset with strong operational discipline β€” equally strategic and execution-focused.

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Administrative Assistant
🏒 Career Group
Salary not disclosed
New York, NY 1 week ago

Administrative Assistant


A global investment firm is hiring for an eager Administrative Assistant to support Executives across their Investments, Communications and Events divisions. This role will help deliver high-quality experiences that reflect the organization’s brand and objectives. The successful candidate will have the ability to multitask, demonstrate foresight and collaboration, be highly responsive and have the willingness to learn and adapt in a growing, fluid environment.


Salary commensurate with experience: $75-95k base + paid overtime + discretionary bonus + fully paid benefits, 401k, PTO and additional perks


Location: This role is based in office Monday – Friday in Midtown East, NYC


Hours: 8:30am-6pm daily with flexibility as needed


Responsibilities include:

  • Manage the team’s Microsoft Outlook calendars and coordinate scheduling
  • Answer calls and relay messages appropriately
  • Prepare and submit expense reports and assist with tracking event budgets
  • Manage domestic and international travel, preparing a detailed itinerary
  • Assist with maintaining project timelines
  • Support event logistics and prepare event collateral
  • Prepare collateral such as name badges, signage, and registration lists
  • Provide on-site event support on an ad-hoc basis when needed


Seeking:

  • 2–4 years of administrative support experience; financial experience a plus
  • Bachelor’s degree from an accredited college or university; degree in communications, marketing, hospitality, or a related field preferred (or equivalent experience)
  • Strong organizational and time-management skills with exceptional attention to detail and ability to prioritize
  • Proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel); familiarity with event management tools such as Splash, Cvent, or Salesforce a plus
  • Ability to work flexible hours, including evenings and weekends, as required by event schedules


Please submit your resume to apply!


You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting /home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

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Portfolio Manager - Project Finance
🏒 East West Bank
Salary not disclosed
New York, NY 1 week ago

Introduction


Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.



Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.


Overview


The Project Finance Portfolio Manager will be responsible for assisting the Project Finance Portfolio Management team in underwriting, credit monitoring and portfolio management of a portfolio of clients where the repayment of the loan is based on cash flows generated by the related project (power/energy/renewables/solar).


Responsibilities:


  • Lead the underwriting of proposed and existing transactions and manage transactions according to the Bank’s established guidelines and policies.
  • Evaluate numerous transaction types across a broad array of power markets and energy sectors, conducting analysis of the borrowers, counterparties, and developing cash flow models.
  • Develop and manage financial models analyzing the economics and risks associated with project financing structures.
  • Provide assistance with Depository Agency services, such as preparing wire transfers and fielding internal and external depository inquiries.
  • Provide ongoing monitoring of credit/covenant compliance.
  • Manage the renewal process by working with the Relationship Managers, the client and the credit department for a variety of tasks such as credit line increases, amendments, and waivers of tripped covenants.
  • Ensure compliance with EWB regulatory and credit requirements.
  • Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines.
  • Review legal documentation for accuracy, and compliance with Credit approval requirements.
  • Perform other administrative duties required for the maintenance of a portfolio of clients to be determined by the Portfolio Manager Team Lead.
  • Develop and maintain knowledge of market conditions.


Qualifications:


  • Strong understanding of project finance (power/energy/renewables/solar).
  • Ability to understand and advise on complex financial proposals.
  • Excellent verbal and written communication skills.
  • Excellent interpersonal and customer service skills.
  • Excellent organizational skills and attention to detail.
  • Strong analytical and problem-solving skills and Excel skills.

Education and Experience:

  • Bachelor’s degree in Accounting, Finance, or Economics required; MBA preferred.
  • 5-10 years of experience in project finance.


Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.


Compensation


The base pay range for this position is USD $150,000.00/Yr. - USD $225,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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Global Event Strategist
Salary not disclosed
New York, NY 1 week ago

Indus Valley Partners (IVP) is seeking a Global Event Strategist to own and deliver our

global events program across the United States, UK and Europe.


This role is designed for an experienced events professional who excels at planning and

executing events remotely, working closely with Sales and local stakeholders who

support on-site execution. The Global Event Strategist will attend select US and limited

UK-based events and conferences where in-person oversight adds the most value,

while managing the majority of events through structured planning, vendor coordination,

and local support.


You will serve as the single point of accountability for IVP’s proprietary events, executive

dinners, roundtables, and conference participation globally.


What You’ll Do

ο‚· Own IVP’s global events calendar across the US and EMEA

ο‚· Plan and execute proprietary events (buy-side breakfasts, executive dinners,

roundtables, etc.)

ο‚· Manage IVP’s participation in third-party conferences in the US and Europe

ο‚· Plan, coordinate, and execute most events remotely, leveraging detailed run-of-

show plans and vendor management

ο‚· Attend and lead select US and UK events and conferences where in-person

presence is required

ο‚· Source and manage venues, vendors, AV, catering, dΓ©cor, and staffing across

regions

ο‚· Work closely with US and London sales teams, who provide on-site support for

local events

ο‚· Manage contracts, budgets, timelines, and execution frameworks

ο‚· Partner with other marketing team members on event messaging, invitations, and

promotions

ο‚· Collaborate with Sales to align events with relationship-building and pipeline

goals


What We’re Looking For

ο‚· Minimum of 3-4 years of solid experience managing B2B corporate events

ο‚· Proven experience planning and executing events remotely across multiple

regions

ο‚· Comfortable leading events through vendors and local stakeholders rather than

constant on-site presence

ο‚· Strong organizational, planning, and vendor management skills

ο‚· Excellent communication and cross-functional collaboration abilities

ο‚· Willingness to travel selectively for high-impact US events


Experience in financial services, fintech, SaaS, or professional services is a plus.

Why IVP

ο‚· Ownership of a global events portfolio

ο‚· Remote-first structure with trust and autonomy

ο‚· Direct collaboration with senior leadership and global sales teams

ο‚· Opportunity to shape and scale IVP’s events program

Compensation: Competitive and commensurate with experience (NYC/ Tri-State

market)


Revised Short Recruiter Version

Role: Global Event Strategist

Location: United States (Hybrid | NYC metro/Tri-state area)

Level: Mid-level

Travel: Limited; attend select US events primarily



Core Need

We need one global events owner who:

ο‚· Plans and executes most events remotely

ο‚· Manages vendors, contracts, timelines, and budgets globally


ο‚· Attends only select US events and conferences where hands-on oversight is

critical

ο‚· Works closely with Sales teams (US + London) who provide on-site execution

support

ο‚· Owns proprietary events and conference participation end-to-end


Must-Have Experience


ο‚· Minimum of 3-4 years solid B2B corporate events experience

ο‚· Proven success running events remotely across regions

ο‚· Strong vendor management and contract negotiation skills

ο‚· Highly organized, structured, and execution-focused

ο‚· Comfortable influencing without authority


Nice to Have


ο‚· Financial services / fintech / SaaS background

ο‚· Experience managing global events

ο‚· Conference sponsorship and exhibitor logistics experience



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Lead Counsel - US Bank Regulatory
Salary not disclosed
New York 1 week ago

Location: NYC

RTO: Hybrid (2 days/week onsite)

We are conducting a confidential search on behalf of a global FinTech platform seeking a Bank Regulatory Counsel to join its growing legal and regulatory function. This is a newly created role driven by expanded business activity and increased regulatory complexity.

The position offers high visibility, direct engagement with regulators, and close partnership with senior business stakeholders. This is an individual contributor role from day one.

What You'll Do

  • Serve as a primary legal advisor on U.S. bank regulatory matters impacting a complex financial services platform
  • Provide practical, business-oriented regulatory guidance to internal and external stakeholders
  • Engage directly with U.S. banking regulators and regulatory agencies at the federal and state level
  • Analyze evolving banking regulations and translate regulatory requirements into actionable guidance
  • Support new products, services, and partnerships from a regulatory perspective
  • Partner with external counsel on specialized regulatory matters as needed
  • Help scale regulatory processes in a fast-growing, globally operating organization

What We're Looking For

  • JD from a top 50 US law school + AmLaw100 firm training
  • 4 to 8 years of TOTAL post-JD experience (JD 2021 and senior only please)
  • demonstrable focus advising on bank regulatory matters
  • Demonstrated experience working directly with bank regulators or regulatory agencies
  • Financial services or payments-related regulatory experience required

Background Preferences:

  • Prior in-house experience strongly preferred
  • strong preference for candidates with BigLaw training

Ideal Candidate Profile

  • Bank regulatory attorney supporting fintechs, banks, or payments companies
  • Comfortable acting as a trusted business counselor, not solely a technical advisor
  • Able to operate independently and manage regulatory issues with minimal oversight
  • Strong communicator who can engage credibly with both regulators and senior internal stakeholders

Why This Role

  • Newly created position with meaningful scope and ownership
  • Direct exposure to senior legal leadership
  • Opportunity to shape regulatory strategy at a global financial services platform
  • High-impact role during a period of significant business expansion

If interested, please apply with resume attached.

Questions:

Note: Due to volume, we are only able to respond to candidates who attach a CV AND are a MATCH for the REQUIRED criteria. Thank you!

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Senior Technology Risk Associate
Salary not disclosed
New York, NY 1 week ago

Senior Technology Risk Management Associate

Location: New York (Hybrid – 3 days onsite)

I’m working with a well-established global alternative investment firm that is looking to add a Senior Technology Risk Management Associate to their technology organization. This role sits at the intersection of technology, security, and risk, working closely with infrastructure, security, and business teams to help strengthen governance and risk management practices across the environment.

The position is a mix of hands-on risk assessment, audit support, and process improvement, with exposure to both traditional infrastructure and cloud-based systems.

What You’ll Be Doing

  • Partner with technology and security teams to identify and manage technology risks
  • Support external audits and regulatory reviews, including documentation and walkthroughs
  • Evaluate technology controls and security processes and help improve them
  • Conduct risk assessments of applications, infrastructure, and third-party services
  • Track and coordinate risk remediation efforts with internal teams
  • Help maintain an inventory of systems and services while identifying potential control gaps
  • Contribute to automation and process improvement initiatives
  • Provide reporting and updates to technology leadership

What They’re Looking For

  • ~5+ years of experience in technology risk, information security, IT audit, or compliance
  • Strong understanding of technology environments (infrastructure, applications, cloud)
  • Experience working with risk frameworks or audit processes
  • Ability to translate technical risks into business impact
  • Strong communication and collaboration skills

Nice to Have

  • Exposure to cloud environments (Azure or AWS)
  • Familiarity with Windows infrastructure or database environments
  • Experience with automation or scripting (PowerShell or Python)
  • Knowledge of frameworks like SOC, ISO, NIST, or SOX
  • Security or risk certifications (CISA, CISSP, CRISC, etc.)

Compensation

Base salary typically falls in the $150k – $175k range, plus bonus and strong benefits.


The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

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Senior Account Manager
🏒 Sparrow
Salary not disclosed
New York, NY 1 week ago

About Sparrow

Most financial institutions were built on relationships β€” real ones.

But somewhere along the way, those relationships got buried beneath systems, silos, and screens.


At Sparrow, we believe the future of banking isn’t about algorithms replacing people β€” it’s about technology giving people the time, insight, and precision to be more human again.


We exist to help credit unions reimagine what it means to know their members. To build trust not through branch visits or call centers, but through intelligent, personal, and perfectly timed interactions β€” at scale.


That vision is already taking shape. Sparrow now partners with 130+ financial institutions, has achieved triple-digit revenue growth every year since 2020, and has been profitable for 16 consecutive months.


Our platform introduces data-driven, automated journeys proven to create deeper conversations and multi-product relationships β€” transforming how credit unions grow without losing their soul.


The Opportunity

If you want to be at the intersection of technology, trust, and transformation β€” to help rewrite the playbook for how community finance connects with people β€” this is that moment.


AsΒ Senior Account Manager, you’ll work directly with the CEO and Director of Partnerships to build relationships that move markets and drive meaningful growth across our credit union partners.


Starting OTE:Β $300K+Β β€” with no cap on upside. Importantly, variable compensation is directly tied to Sparrow’sΒ net profit, which in turn is driven by our partners’ usage of the platform. Your impact on adoption and growth directly translates to your earnings.


Here, ownership isn’t metaphorical β€” you’ll have the freedom to shape what success looks like, build processes that don’t yet exist, and share directly in the value you create.


Who You Are

We’re looking for someone who is:

  • A consultative seller:Β with the drive, EQ, and swagger to win new accounts, paired with a framework-driven approach to influence and inspire C-Suite leaders. You know how to balance growing accounts with ongoing support.
  • A builder:Β who takes extreme ownership and has a bias for action, comfortable creating new processes and motions. You bring a fresh POV, test (and fail) loudly, and help shape the team’s broader goals.
  • A team player:Β who brings others along, works shoulder-to-shoulder in a small organization, and shares in both the wins and the rough patches.


If that resonates β€” if it makes your pulse quicken just a little β€” this may be the opportunity you’ve been searching for.


The Offer

This role is in-person in New York City β€” for a reason. We believe proximity fuels pace, and great companies are built shoulder-to-shoulder.


We take care of our people with:

  • Medical insurance
  • Dental and Vision coverage
  • 401(k) with a 3% match
  • 14 days of paid time off (PTO) to rest, recharge, and return sharper
  • Unlimited support from a leadership team in the trenches with you
  • And most importantly: a seat at the table in one of the most promising, profitable, and fast-growing fintechs in the country.


Join Us

Relationships are the last real moat in banking. At Sparrow, we’re restoring them β€” with technology that makes finance more human again.


If you’re motivated by ownership, impact, and the idea that a career should feel like a calling, apply today.


Let’s build the future of relationship banking together.

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Account Executive - Family Office SaaS
🏒 Verrus
Salary not disclosed
New York, NY 1 week ago

Shaping the future of cloud financial management, our client seeks to become the global standard for financial confidence, offering insights, automation and collaboration. They seek a proven sales specialist to further drive market share and brand recognition across the US.


Family Office SaaS

Remote, US


The Position:


Reporting to the CEO & Growth team directly, the appointed Account Executive will assume responsibility for:


  • Identifying and engaging with potential clients to understand their needs and challenges
  • Effectively communicating the value proposition of the platform to prospective clients
  • Conducting product demonstrations and presentations to demonstrate the capabilities and benefits of the platform
  • Developing and maintaining a robust sales pipeline - managing leads from initial contact through to closing
  • Collaborating with the marketing & product teams to ensure alignment and optimisation of the sales process
  • Achieving and exceeding sales targets & performance metrics
  • Shaping the development of the platform, providing feedback to the product team based on client interactions


The Candidate:


Applicants will be expected to demonstrate:


  • 5-10 years working within the financial technology industry
  • A strong understanding of financial operations and challenges faced by multi-entity businesses
  • Ability to build & maintain relationships with a diverse range of clients
  • Strong communication, presentation and interpersonal skills
  • A passion for technology and a deep desire to help businesses succeed


The Company:


Through the use of an intuitive, enterprise-grade software alongside expertise, our client's mission is to empower family offices to achieve financial excellence by simplifying complex wealth management, accounting, foster transparency alongside ensuring strict data security.


They are dedicated to continuous innovation and providing unwavering support for their clients' wealth preservation & growth.


  • Competitive Salary + Bonus
  • Generous Employee Equity Plan
  • Frequent Company Off-sites and Team-building Events
  • Health Benefits
  • Company provided laptop and technology
  • Professional Development Opportunities
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Deputy CIO, General Account - Strategic ALM Leader
$250 +
New York, NY 1 week ago
A leading financial services firm is seeking a Deputy Chief Investment Officer to lead strategic investment management efforts.

This role requires expertise in portfolio structuring, asset-liability management, and compliance to ensure risk-adjusted returns across the company's portfolios.

The ideal candidate will have strong communication skills and the ability to engage with senior management effectively.

This position offers a competitive salary and comprehensive benefits.
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Public Finance Paralegal
🏒 The Forum Group
Salary not disclosed
New York 1 week ago

Prominent national law firm is in need of a Public Finance Paralegal for the Manhattan office.

The Public Finance Paralegal will:

-Have 5+ years of relevant experience

-Draft various legal documents and correspondence including bond resolutions, offering statements, and closing documents

-Conduct legal research

-Organize due diligence materials and prepare closing binders

-Prepare UCC filing documents and state and federal tax

-Maintain databases

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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.

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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

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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.

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Debt Finance Lawyer
🏒 Lateral Link
Salary not disclosed
New York 2 weeks ago

A nationally recognized AmLaw 200 firm is looking to grow their debt finance team in NYC. This opportunity may be of interest if you've been considering your long-term trajectory within BigLaw.

The firm is seeking a strong senior associate or counsel (6+ years' experience) from a larger platform who is interested not just in executing sophisticated transactions, but in building a sustainable practice over time. This is a firm that combines national deal flow with a more entrepreneurial structure, particularly appealing to attorneys who want a meaningful runway toward partnership. For the right senior associate or counsel, it is very possible they would bring you in directly as a partner.

You must have strong experience representing both lenders and borrowers in sophisticated debt financing transactions: credit agreements, commitment letters, issues lists, security documents, term sheets, intercreditor agreements, legal opinions, etc.

This opportunity offers:

  • A clear, realistic (if not immediate) path to partnership
  • Institutional support in developing and expanding a book of business, including cross-practice collaboration
  • More flexible billing rates than many AmLaw firms, making it easier to originate and retain middle-market and growth-stage clients
  • Sophisticated transactional work across industries, with strong internal corporate, tax, and regulatory support
  • A culture that values initiative and business development earlier than most large firms

This could be especially compelling for someone who enjoys high-level deal work but wants greater flexibility in shaping their client base and long-term practice.

Note that the stated base comp range is $305,000-$325,000, but it could be higher.

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Structured Finance / Securitization Attorney Associate
🏒 Lateral Link
Salary not disclosed
New York 2 weeks ago

You picked structured finance because the work is intellectually complex and the deal volume never stops. You were right about both of those things. But somewhere around year three, you realized the complexity you're touching has a ceiling.

You're deep in the docs β€” reviewing offering materials, turning PSAs, marking up intercreditor agreements β€” but you're not structuring the deals. The partners negotiate the economics with the underwriters and the rating agencies, and by the time the term sheet hits your desk, every material decision has already been made. You're executing someone else's structure on repeat.

The problem isn't that you lack the skills. It's that your current platform treats structured finance associates as document production. The partners who built the practice learned by sitting in the room when the deal was being designed. You're learning by redlining the output.

A firm with one of the deepest and most recognized structured finance practices in the country is adding to its New York team. This group does CLOs, ABS, CMBS, warehouse and repo facilities, fund finance, and structured lending β€” the full product stack, not just one silo. They want associates who can work across asset classes and who want to understand how deals are built, not just how they're papered.

The work includes:

  • Structuring and documenting CLOs, ABS, and CMBS transactions
  • Warehouse and repurchase facilities for originators and aggregators
  • Fund finance and NAV-based lending structures
  • Asset-backed lending and structured credit products
  • Direct client interaction with banks, asset managers, and institutional lenders

What you bring:

  • 2-6 years of experience in securitization, structured finance, CLOs, ABS, syndicated lending, or asset-backed lending at a major law firm
  • Strong drafting skills and comfort with complex capital markets documentation
  • New York bar admission

What you get:

  • A practice built around structured finance β€” not a side desk inside a generalist corporate group
  • Exposure across the full product stack instead of one narrow asset class
  • Cravath scale ($235K-$420K depending on class year) plus discretionary bonus

Apply here directly or send your resume confidentially to

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