Banking and Financial Services Jobs in Manhattan New York Wfh

Octagon Credit Investors, LLC is a 30-year-old, $34 billion below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond and structured credit (CLO debt and equity) investments. Through fundamental credit analysis and active portfolio management, Octagon’s investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors, and issuers. Octagon’s investment philosophy and methodology encourage and rely upon dynamic internal communication to manage portfolio risk. Over its history, the firm has applied a disciplined, repeatable, and scalable approach in its effort to generate attractive risk-adjusted returns for its investors.

Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon’s investment expertise is complemented by Conning’s deep understanding of insurers’ portfolio requirements and constraints. Octagon and Conning are part of the Generali Investments platform, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups.

Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. Significant employee ownership and low employee turnover also underscore our culture of partnership, teamwork, and dedication to preserving investor capital across all our funds/accounts under management. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued.

Position Summary:

The Vice President is responsible for supporting the Distressed Investment Team’s management of the restructuring and liability management processes of Octagon’s stressed and distressed investments. The Vice President will also collaborate closely with industry sector analysts to develop and implement strategies for managing such investments. They will put together Investment Committee memos and facilitate discussion of restructuring/workout strategies. They will also lead or participate in restructuring negotiations for in and out of court proceedings and coordinate with internal teams (legal, trading, operations, etc.) on all administrative matters throughout the lifecycle of Octagon’s distressed investments.

Essential Duties and Responsibilities:

• Assist in developing strategies for managing risk in and restructuring and working out underperforming investments
• Implement OCI’s restructuring strategy through participation in Steering Committee and ad hoc group discussions and negotiations with external stakeholders
• Conduct detailed review of cooperation agreements, Transaction Support Agreements, credit agreements/indentures, and other legal documents
• Monitor existing fund portfolios of stressed and distressed investments
• Coordinate with internal stakeholders (i.e., Compliance, Legal, Accounting, Operations) regarding restructuring transactions and processes
• Proactively take on ad hoc projects and provide support for new business initiatives, as needed

Areas of Knowledge, Skills, and Abilities/Qualifications:

• JD with 4+ years of relevant experience in distressed/special situations restructuring investment banking/legal/financial advisory, or bank workout space
• Strong analytical skills and strategic thinking with exemplary attention to detail
• Strong understanding of bankruptcy, restructuring and litigation concepts, capital structures and inter-creditor issues
• Solid ability to analyze and develop creative restructuring solutions
• Outstanding reputation of professional integrity and maturity
• Highly motivated, proactive team player with a positive attitude
• Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities)
• Excellent written and oral communication skills
• Comfortable interacting and building relationships with all teams (including senior management) across the firm and affiliated organizations
• Ability to clearly articulate views and supporting data or rationale
• Exhibits a strong commitment to meet compliance obligations reflecting Octagon's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements

Compensation and Benefits:

• Competitive salary and eligibility for year-end performance-based bonus
• Medical, dental, vision, life, and disability insurance
• Commuter benefits
• 401(k) matching program
• Profit sharing program
• Employee Assistance Program (“EAP”)
• Professional designation and licensure assistance
• Family support and leaves of absence

Contact:

Contact:

Attention: Howard Barkin, Recruitment Manager

Octagon Credit Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender, gender identity, sexual orientation, or pregnancy), marital status, national origin, disability, age, or veteran status.

Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

Job Purpose:

Seeking a Desktop Support Specialist to join the Technology team in New York. This individual will be responsible for both remote and in person support for all Employees. Duties include documenting, triaging, investigating, and resolving issues reported to the Service Desk. The Desktop Support Specialist will work closely with other teams within the technology department to understand the impact and root cause of issues. The successful candidate must be able to communicate clearly and concisely, particularly when under pressure.  Technical proficiency, excellent problem-solving skills, professionalism, and solid communication skills are a must. The support specialist will also need to be comfortable working in a fast -paced environment with a demanding user base and should be passionate about delivering continuous improvement across our technology platform.   

Duties & Responsibilities:

•    Serve as the first point of contact for customers needing technical assistance.   
•    Must work East Coast Market hours 
•    Manage trouble calls via our ticketing system, phone, remote, and desk side visits to ensure courteous, timely, and effective resolution of end user issues  
•    Troubleshoot hardware, Windows 10, Windows 11 and application issues 
•    Install and upgrade software, setup hardware and configure systems and applications such as MS Office, One Drive, Zoom, softphones, turrets, printers, scanners, bio metric, data encryption, VPNWIFI configuration, and firmware updates for deskside equipment such as Cisco phones  
•    Install and manage Spyware/Malware tools  
•    Install and support Market Data Feeds, Bloomberg, Thomson Reuters, ICE, Fidessa, Redi+, Fidessa and Global Relay  
•    Provide first level network support and troubleshooting for both wireless and wired configurations   
•    A basic understanding of Active Directory at the Organization Unit level   
•    Troubleshoot Cisco Phone systems / Video conference  
 

Requirements & Qualifications:

•    Minimum 2-4 years of general IT Support with extensive customer-facing experience, would prefer the person to have trading desk support. 
•    Experience with incident management/ticketing system like ServiceNow 
•    Proficiency in current protocols, operating systems and standards including Windows 10, Windows 11, Microsoft/Office 365 
•    Experience with System Center Configuration Manager/Endpoint Manager 
•    Experience with patch management and application deployment 
•    Expertise troubleshooting, resolving, and supporting desktops, laptops, applications, hard phones and WIFI devices  
•    Ability to thrive in a fast-paced environment and work effectively under pressure 
•    Experience providing ongoing support to C-suite executives 
•    Experience working in a similar role at a brokerage firm, private equity, hedge fund, asset management firm, or investment bank preferred 
•    High school degree required; college degree strongly preferred 
•    Must be willing to get MS900 certification 

Important Notes:

• Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
• No phone calls please, the applicant will be contacted within two weeks if successful

About BTIG:

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.
 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Compensation: 

• BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
• The current estimated base salary range for this role is $85,000.00 - $115,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. 

Disclaimer:   

We’re partnering with a leading industry company to find a talented Graphic Designer for an on-site role. This opportunity is ideal for a creative professional seeking a temporary position in a dynamic environment. The assignment duration ranges from four to six months, offering a chance to contribute to impactful projects while collaborating closely with internal teams and vendors.

Graphic Designer Responsibilities:

• Develop visually compelling materials aligned with brand guidelines, including advertising, brochures, and event-related graphics.
• Present creative concepts and justify design choices to stakeholders.
• Lead the creative process from initial idea through to final production and delivery.
• Collaborate with internal teams and external vendors to ensure project objectives are met.
• Coordinate project timelines and maintain strong relationships with vendors.

Graphic Designer Qualifications:

• Bachelor’s degree in graphic design or a related field.
• At least five years of professional design experience in corporate or agency settings.
• Strong understanding of layout, typography, color, and overall design aesthetics.
• Proficiency in Adobe Creative Suite and Microsoft Office Suite.
• Experience with Adobe After Effects and optimizing graphics for various platforms.

Perks and Benefits:

• Medical, Dental, and Vision Insurance.
• Life Insurance.
• 401(k) Program.
• Commuter Benefit.
• eLearning and Ongoing Training.
• Education Reimbursement.
• Eligibility requires working over 30 hours per week on an assignment lasting at least 10 weeks.

If you meet the qualifications and are excited about this opportunity, apply today! Our team will connect with you to discuss next steps, support you through the interview process, and advocate for your success.

Mandarin Speaking - Executive Assistant / Procurement Coordinator at Growing Family Office

Position Summary:

This role serves as a pivotal support function for this growing Family Office. The successful candidate will be a true professional—an expert of organization and proactive problem solving—adept at managing multifaceted responsibilities with discretion and confidentiality across both personal and professional facets and able to liaise directly with vendors within their hospitality and sourcing function. This position provides refined assistance in procurement, sourcing, supply chain logistics as well as scheduling, communications, office operations and gatekeeping.

This role is based in downtown Manhattan.

Salary is based upon experience

Key Responsibilities:

Executive Assistance - 40%

• Oversee calendars and orchestrate daily schedules with impeccable attention to detail.
• Coordinate travel plans and itineraries and handle expenses
• Manage vendor relationships, inventory control, and office operations with precision.
• Provide research support and prepare comprehensive documentation and reports as required.
• Deal Support: assisting with preparation of investment materials, coordinate due diligence document flow, support property management communications
• Facilitate effective communication across teams and maintain meticulous records of activities and outcomes.
• Translate business and personal context when needed

Procurement Coordination Responsibilities (~40%)

• Software skills needed at a minimum include Microsoft Outlook and Excel skills
• Vendor Communications: Serve as primary point of contact with Chinese manufacturers for FF&E (casegoods, lighting, fixtures, mirrors, artwork, soft goods); conduct daily communications in Mandarin via email, WeChat, and phone
• Order Management: Track purchase orders from placement through delivery; maintain detailed status logs; coordinate production timelines with installation schedules
• Quality Control Coordination: Schedule and coordinate third-party QC inspections (SGS, Bureau Veritas); review inspection reports; communicate defect resolution with factories
• Shipping & Logistics: Coordinate container bookings, customs documentation, and freight forwarder communications; track shipments from factory to job site
• Database management & Documentation: Maintain spec sheets, samples tracking, pricing records, and vendor correspondence files; build and maintain a database of product offerings

Personal Assistance 20%

• Execute a range of personal tasks from research, purchasing, medical claims, property-related tasks, etc while upholding the highest standards of confidentiality.
• Translation & Interpretation: Provide Mandarin translation for documents, calls, and in-person meetings; accompany Founder and his wife to doctor's visits or other appointments as needed to assist with translation
• Assisting with house repairs, vendor management, ordering things for houses if needed - on occasion may need to go to the house in New Jersey
• Organizing insurance claims, medical bills, personal documentation etc.
• Errands & Logistics: Handle miscellaneous personal tasks with discretion and efficiency

Qualifications:

• Fluent in Mandarin both written and verbal
• Experience with Microsoft Outlook and Excel
• Bachelor’s degree Required
• 1-8+ years of experience in an administrative or Procurement/Logistics/Supply Chain role
• Demonstrated aptitude for managing complex tasks with discretion and professionalism.
• Excellent interpersonal and communication skills, paired with a strong attention to detail.
• Experience with Microsoft office and familiarity with technical programs

We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. 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.

Our client, a Software Development firm for Hedge Funds and Prop Traders, is looking for a Quantitative Developer to expand their cross-asset product, collaborating with other developers, as well as directly with clients to build frameworks.
You'll benefit from:

• Competitive compensation (incl. 401k, healthcare etc.)
• Hybrid office working
• Connecting within a talented team of developers

The successful candidate will need:

• Extensive experience developing (production) code
• 3+ years Python experience
• Knowledge with one or more financial asset class (e.g FX, Equities)

Gourmet Home Products is a cutting-edge design house and a leading manufacturer of Houseware products, distinguished in the home industry as a company of quality, flexibility, and creativity since 2010. We specialize in Private Label business and carry a full line of our own stock merchandise. We work with many retailers nationwide serving all channels of distribution including Mid-Tier Department Stores, Specialty Stores, Discounters and Mass Merchants. No customer is too big or too small for Gourmet Home. Our private label programs consist of many of the top retailers in the Home industry. Our vertical operations are broad, offering a wide range of selections in almost every category. Gourmet Home designs, manufactures and delivers home products from basic core items to the latest trends.

Responsibilities:

• Basic knowledge of production process with overseas factories.
• Work collaboratively with the Product Manager to deliver product assortments and strategies for customers and the company.
• Daily follow ups with our overseas offices/suppliers to organize, track and maintain the accurate status of each product through the phases of development
• Sample follow up - Manage samples including request samples from vendors, maintain sample tracking chart and coordinate sample pass off to Manager.
• Cost comparison sheet/land quotes - Assist in creating/updating costing sheets for projects as directed from manager.
• Update master sheet/save catalog/quotes - Maintain and updating Production Manager charts/sheets in excel and folders
• Work collaboratively with design team to assure suppliers send packaging dielines
• Preparation of any presentations for meetings in conjunction with Product Manager including ordering supplies, making presentations, packing boxes and merchandising showroom
• Assist in market research with competitive shops & analysis.
• Assist in maintaining showroom/Top rooms/samples etc.
• Complete business recaps with direction from the Head of Production.
• Understand the product line to make position easily understandable.

• Requirements:
• Strong analytical ability and retail math acumen
• Excellent written and verbal communication
• Strong organizational and problem-solving skills
• Proficient in Microsoft Office
• Ability to work in a fast-paced environment, multi-task and maintain attention to detail

The salary range for this position is $65,000 to $85,000 annually, contingent upon experience and expertise.

About Us:

At Biz2Credit, we are looking for individuals who are ready to join a dynamic and innovative fintech company on a mission to change the lending landscape for small businesses. Our values of Collaboration, Responsibility, Empowerment, Disruption, Innovation, and Trust guide everything we do, and our purpose of helping small businesses succeed drives us forward.

As a company, we believe that with the right tools and support, small business owners can achieve their dreams, and we're here to make that happen. That's why we're dedicated to developing cutting-edge solutions, like our Biz2X platform, a fully configurable SaaS solution that leverages artificial intelligence and machine learning to make lending more efficient, effective, and accessible.

But we're more than just another FinTech company. We're a team of individuals who bring their unique personalities, backgrounds, and experiences to work every day. We believe that diversity makes us stronger, and that's why we value a culture that is inclusive and supportive. We're looking for people who are excited about the opportunity to make a difference, who want to work in an environment that is both challenging and fun, and who are eager to bring their whole selves to work.

So, if you're someone who is eager to join a company that is making a real impact, who values a positive and inclusive workplace culture, and who is ready to be a part of a team that is changing the lending landscape, we want to hear from you. Come join us and be a part of something truly special at Biz2Credit.

About the Role

Biz2Credit is launching a new small-business credit card, and we are hiring a Director of Credit Card Risk Strategy to build and scale the risk engine that powers the product. This role sits within the Risk organization and focuses on designing and executing the fraud and credit strategies required to safely grow a new card portfolio.

You will own fraud and credit risk strategy across the full lifecycle, partner with Data Science on model development, work with product and engineering to implement rules and logic, and collaborate with vendors who support fraud detection, identity verification, and credit decisioning. This is a hands-on, analytics-driven role for someone who has built or scaled card risk systems before.

Key Responsibilities

Fraud Risk Strategy & Analytics

• Develop and manage fraud strategies across the full credit card lifecycle: KYC, KYB, onboarding, transaction monitoring, disputes, and chargebacks
• Build and optimize fraud rules, signals, and decisioning logic
• Partner with Data Science to develop or enhance fraud models
• Monitor fraud KPIs, emerging patterns, and loss trends to adjust strategy
• Work with fraud vendors and platforms to implement rules, workflows, and detection capabilities

Credit Risk Strategy & Analytics

• Own credit line assignment, credit line increases (CLI), credit line decreases (CLD), and ongoing credit monitoring
• Develop and refine credit risk segmentation, cutoffs, and exposure strategies
• Partner with Data Science online assignment models and credit risk models
• Build dashboards and analytics to track credit performance, delinquencies, and portfolio trends
• Continuously optimize credit policies to balance growth and risk

Card Program Buildout & Scaling

• Contribute to building the fraud and credit risk foundation for a new credit card program
• Support scaling of the portfolio through iterative strategy, analytics, and model improvements
• Ensure risk systems, rules, and logic are implemented correctly across product, engineering, and vendor platforms

Cross‑Functional Collaboration

• Work closely with product, engineering, operations, and external vendors to launch and scale long duration programs
• Translate risk strategy into technical requirements for implementation
• Partner with compliance teams as needed; deep expertise not required, but familiarity with Reg Z, Reg B, FCRA, and UDAAP is helpful

Qualifications

• 5–10+ years of experience in credit card fraud risk, credit risk, risk analytics, or risk modeling
• Hands‑on experience with fraud lifecycle management: KYC, KYB, onboarding, transaction monitoring, disputes, chargebacks
• Experience with credit line strategy: limit assignment, CLI, CLD, and credit monitoring
• Strong analytics background; proficiency in SQL required, Python preferred
• Experience working with fraud and/or credit risk vendors and platforms (e.g., decision engines, fraud tools, KYC/KYB providers)
• Experience building or scaling risk strategies for a credit card program
• Ability to work cross functionally with product, engineering, data science, and vendors
• Familiarity with compliance requirements for credit cards; ability to partner with compliance teams

Who Thrives in This Role

• Someone who has built or scaled a credit card risk engine
• A fraud + credit strategist who is equally comfortable with rules, analytics, and models
• A hands-on operator who can design strategy and also dig into SQL
• Someone who enjoys cross-functional execution and long-term program building
• A risk expert who wants to shape the foundation of a new card product

Leading Privately Held Financial Services Firm - Office & Reception Manager – NYC

We are seeking a highly polished & organized Office & Reception Manager to oversee day-to-day office operations and front desk management for a Leading Privately Held Financial Services Firm in their New York location.

You would be supporting their Professional Services and Capital Solutions groups across two floors, ensuring a client-ready office environment, seamless visitor experience, and strong operational execution. You would lead office remodeling projects, furniture procurement, and vendor management to maintain a premium workplace experience.

Overview:

• Manage front desk operations including visitor experience, guest registration, mail/package handling, and phone/email routing.

• Own daily facilities operations across two floors, maintaining a professional, clean, and fully functional office environment.

• Serve as primary liaison with building management and coordinate service requests, repairs, and maintenance.

• Oversee conference room readiness, meeting setup, catering coordination, and hospitality support for client-facing meetings.

• Manage office vendors (cleaning, pantry, catering, maintenance, security, supplies) and monitor service quality.

• Lead office remodeling, refresh, and improvement projects including planning, vendor sourcing, project coordination & execution.

• Manage office furniture purchasing, including vendor selection, ordering, delivery coordination, and workspace setup.

• Support space planning, seating assignments, office moves, onboarding desk setup, and badge/access coordination.

• Partner with Finance/AP to manage invoices, purchase requests, and budget tracking for facilities and office operations.

It is an established organization which is experiencing significant growth which offer competitive benefits & growth potential.

The Media Supervisor is responsible for the negotiation and placement of all media for existing clients. As a Supervisor, you are responsible for all video, FEP, and advanced TV negotiations and account maintenance. The Supervisor will be part of a team assigned to specific clients and help manage the account from the start of negotiations to the final campaign wrap up and help manage a team of buyers assigned to the accounts. The Supervisor will mentor and train assistants and buyers. The successful candidate must also be a creative thinker, incorporating the latest media trends and innovations, including streaming video and online video. The Supervisor will learn to deal effectively with clients and work closely with our planning group in managing budgets, developing strategies, negotiating media buys, and executing customized enhancements. It is imperative that this candidate follows technology and creative work to stay on top of pertinent information and trends.

• 
  
• The Video Investments Supervisor will manage all aspects of the national buying process, including the development of branded content, detailed audience tracking, strategic negotiations, and tactical scheduling.
  
• Execution of Data-driven and Addressable TV and Video campaigns when applicable.
  
• Must deal effectively with clients and work closely with our media planning group in developing strategies and customized enhancements.
  
• The ideal candidate will also have some experience dealing with other outside agencies or have the desire to oversee partner agencies.
  
• Creative right brain thinker with a keen business sense.
  
• Ability to mentor, train and supervise the younger members of the team.
  
• Understands how to determine best KPI for client objectives and main metrics to evaluate for best KPI return. Can successfully pull in past or projected campaign metrics to support media recommendation
  
• Forms strong relationships with media vendors.
  
• Researches and reports on trends, innovations, and changes that affect media buying.
  
• Ability to present in person and virtually.
  
• Maintains Strong client relationships developed by participating in regular client/agency meetings.
  
• Ability to lead team in developing buys that are strategic, deliver on client objectives and meet goals.
  
• Ensure proper delegation and workflow for team on all projects
  
• Supports and delivers on MAGNA agency-wide media partnerships targets in a way that benefits client in a cost effective way.
  

• 
  
• Passionate about advertising and the ability to spread that passion to others
  
• Solid experience in developing, negotiating and executing National TV, Video and Digital Streaming campaigns
  
• Exposure to advanced TV and alternative currencies
  
• Multi-screen negotiation experience key
  
• Personal Computer proficiency; MS Office preferred including MS Outlook.
  
• Solid math and computer skills required, along with excellent writing skills.
  
• Experience with media buying and media research software
  
• Skilled communicator
  
• Ability to present to an audience
  

• 
  
• 3+ years of agency experience preferred
  
• Bachelor's degree in business administration/marketing preferred.
  
• Advanced Excel and PowerPoint skills preferred.
  
• Some management or supervisory experience preferred.
  

We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family.

The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee's/applicant's skill set, level of experience, and qualifications.

It is our policy to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions.

For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position with Mediabrands, please email .

Commercial Regulatory & Compliance Associate

A leading alternative finance platform is seeking a hands-on legal/compliance associate to support its commercial business. This role sits close to the deals and involves direct counterparty interaction, transaction diligence, and ongoing compliance oversight. Ability and experience participating in client calls, negotiations, staying on top of compliance and tracking documentation, and supporting regulatory and risk requirements across financing transactions. The ideal candidate thrives in a fast-paced environment, exercises strong business judgment, and takes ownership of processes from start to finish.

Qualifications:

• 3–10 years of experience in regulatory, compliance, or commercial finance

• Exposure to alternative lending or commercial receivables preferred

• Strong communication, organization, and follow-through skills

• J.D. preferred; Bachelor’s required

We represent a global investment manager looking to hire an attorney with 5-8 years of experience to provide legal advice in connection with all aspects of product development, launch and maintenance of private funds, including drafting, reviewing and negotiation of associated documentation.

• Provide advice on structuring and execution of fund investments.
• Draft, review and negotiate advisory and sub-advisory agreements for institutional and intermediary asset management business.
• Draft, review and negotiate vendor, confidentiality and other third party agreements.
• Review and negotiate investment documentation, including brokerage and trading agreements.

Basic Qualifications

• JD with 5-8 years asset management legal experience, including significant experience with private funds.

Preferred Qualifications

• Working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940 and ERISA.
• Experience with credit funds. Law firm experience.
• Experience with structuring and execution of fund investments.
• Interest in and ability to work collaboratively in a global organization.
• Strong written and verbal communication and interpersonal skills.
• Law firm experience.

We represent a global asset manager looking to hire an attorney with 3-9 years of Private Equity/Investment Management experience to provide advice, support and research on a broad variety of legal, regulatory and general corporate matters for their institutional asset management business. The position will support two registered investment advisers focused on private equity fundraising and investing. This is an exceptional opportunity for a well-rounded investment management attorney who enjoys working on many different sophisticated matters and wants substantial business team and client contact.

Responsibilities: Provide legal advice relating to fund and separate account formation, as well as investment advisory services to private equity funds and institutional separate account clients.

Inside Sales Representative

Location: Manhattan, NY | Full-Time | Unlimited Earning Potential

Uncapped Commission | Warm Leads | Career Growth | Award-Winning Culture

Drive Your Success with Big Think Capital

You know how to sell—how to connect, close, and perform. Now it’s time to bring your talent to a company that matches your ambition and rewards your results.

At Big Think Capital, we help small and mid-sized business owners nationwide access the funding they need to grow. As a Funding Associate, you’ll join a fast-paced inside sales team built for performance, backed by warm leads, advanced tools, and a culture that celebrates success.

About Big Think Capital

We’re a top-rated business lending marketplace with over $1 billion funded and 25,000+ businesses served—and we’re just getting started.

• Named Top Business Lending Firm of 2024 by Financial Services Review
• #1 Finance Broker on Trustpilot
• Certified Great Place to Work
• A culture of collaboration, accountability, and growth

The Role: Funding Associate (Inside Sales)

As a Funding Associate, you’ll consult with business owners, match them with the right funding solutions, and guide them through the process from first contact to close. You’ll work exclusively with warm, pre-qualified leads—no cold calling—and leverage our proven sales infrastructure to achieve your goals.

This role offers the earning potential of a high-performance sales floor with the stability and support of an established leader in business finance.

What You’ll Do

• Engage and convert warm inbound leads from business owners nationwide
• Build relationships, identify funding needs, and present tailored financial solutions
• Manage a full sales pipeline and close deals efficiently and ethically
• Deliver consultative sales experiences that build trust and long-term relationships
• Collaborate with leadership and peers to enhance performance and process
• Consistently meet and exceed performance goals

What We’re Looking For

• 2–7+ years of sales experience (inside sales, lending, or financial services preferred)
• Proven ability to meet or exceed sales targets in a fast-paced environment
• Exceptional communication, negotiation, and relationship-building skills
• Self-motivated, entrepreneurial, and goal-driven mindset
• Team player who thrives in a collaborative, performance-driven culture
• Familiarity with financial products or B2B sales is a plus

What You’ll Get

• Uncapped commission — you control your income
• Competitive base salary plus aggressive commission structure
• Warm inbound leads and curated prospecting lists
• Full benefits package — medical, dental, vision, PTO, 401(k), and more
• Continuous training, mentorship, and professional development
• Modern office environment with advanced CRM tools and sales technology
• Clear path to advancement into senior and leadership roles

Join a Team Where Success Pays Off

At Big Think Capital, your results drive your rewards. You’ll have the tools, support, and opportunity to scale your career—and your income—without limits.

If you’re ready to join an award-winning sales organization where performance is recognized and success is inevitable, this is your next big move.

Apply today and take your career to the next level with Big Think Capital.

Senior Investment Operations Analyst - Investment Management
We are currently seeking candidates for a Senior Investment Operations Analyst opportunity with a top-tier Investment Management firm located in New York, NY.. The Senior Investment Operations Analyst will conduct portfolio accounting, support trade operations, perform reconciliations, and promote strong vendor relations. The ideal candidate will have 3+ years of investment operations, portfolio administration, and reconciliations experience in investment management or financial services industry.
This is a direct-hire opportunity offering a salary of $75,000–$85,000 (depending on experience) + bonus. This position supports a 100% remote work model, based out of New York, NY.
Responsibilities:

• Maintain and validate cash transactions through accurate data entry in the portfolio accounting system.
• Manage trade data flow from trading desks, ensuring settlement details are received, verified, and properly recorded.
• Oversee the seamless integration of trade information into the accounting platform and ensure timely reporting to custodians.
• Support the maintenance of securities master data, including accurate security attributes and market pricing for reliable valuation and performance reporting.
• Perform daily reconciliations of holdings and transactions across internal systems and custodian records, documenting and promptly resolving discrepancies.
• Generate and distribute reconciliation reports for internal teams and external stakeholders using various system tools.
• Produce standard and ad hoc reports to support internal operations and meet external client or regulatory requirements.
• Build and maintain strong relationships with vendors, custodians, and financial institutions, proactively addressing service issues and monitoring industry developments.

Qualifications:

• Bachelor's degree in Finance, Economics, or Business.
• 3+ years of experience in investment operations, with a strong focus on reconciliations.
• Proficiency with Microsoft Excel for data analysis and reporting.
• Solid understanding of fixed income and equity securities.
• Strong analytical thinking, problem-solving abilities, and organizational skills.
• Excellent written and verbal communication skills, with the ability to efficiently manage a high volume of email correspondence.
• Ability to work independently with minimal supervision, while also thriving in a collaborative remote or hybrid team environment.

If you are interested in learning more about this opportunity, please send your resume to .

Title: Senior Associate, Private Equity

Several investment professional opportunities at the Senior Associate level for NY based Middle Market and Lower Middle Market Private Equity and Growth Equity firms. Sector focus across industries, with spikes in Healthcare, Technology, Business Services, and Consumer.

Firm names are confidential. Detailed job description will be provided to individuals who meet the following criteria:

• Minimum 4 years professional experience, with at least 2 in relevant PE or Growth Equity investing roles (ideally 2 in investment banking, and 2 in PE or growth).
• Currently based in or able to relocate to New York area
• Sector experience across healthcare, technology, business services and/or consumer