Banking and Financial Services Jobs in New York Ny Online

About Us

ASG is a New York–headquartered, SEC-registered investment firm with approximately $1.5 billion in assets under management. The firm invests in global innovation across public and private markets, applying institutional-grade rigor, disciplined underwriting, and proprietary data intelligence to identify and invest in category-defining companies.

We're small by design — which means every person here has real ownership and real impact. We're looking for a sharp, detail-oriented Paralegal to help us execute at an institutional level without losing the agility of a high-performing startup.

The Role

This is a full-time on-site Paralegal role based in New York, NY. You'll sit at the center of our legal and investment operations — managing closing workflows, maintaining legal records, and ensuring every transaction is executed with precision. You'll work directly with our GC/CCO, investment team, external counsel, and portfolio companies.

What You will Do

• Manage closing documentation and checklists for direct investments, co-investments, fund commitments, SPVs, and secondary transactions
• Prepare and track DocuSign execution packages; maintain signature logs and assemble fully executed closing sets
• Review and verify accuracy of entity names, signature blocks, schedules, exhibits, and key deal terms (MFN elections, side-letter obligations, governance rights)
• Organize subscription documents and fund trackers; coordinate KYC/AML packages, capital call schedules, and investor onboarding
• Support SPV and entity formation workflows — EIN applications, registered agent setup, bank account openings, and cap table maintenance
• Conduct first-pass reviews of NDAs and vendor agreements using internal playbooks; prepare redlines for attorney review
• Maintain structured legal records across OneDrive, Notion, and DocuSign with clean version control and folder organization
• Coordinate with outside counsel on LPA drafts, PPM updates, and side-letter negotiations; maintain final governing document sets
• Track entity compliance obligations — annual filings, franchise taxes, good-standing renewals, and reporting deadlines

What You Bring

• 3–7+ years of experience in legal operations, fund administration, or paralegal work — ideally in VC/PE or a law firm
• Bachelor's degree required; JD or paralegal certification a plus
• Working knowledge of investment documents: SPAs, SAFEs, LPAs, side letters, NDAs, and subscription agreements
• Hands-on experience with DocuSign, entity formation, and KYC/AML workflows
• Advanced proficiency in Microsoft Office, OneDrive, and Notion (or similar)
• Exceptional organizational skills and version control discipline
• Comfortable managing multiple transactions simultaneously under tight deadlines
• Ability to take initiative, maintain confidentiality, and work with limited supervision.

Nice to have:

• Prior experience in venture capital, private equity, fund administration, or investment management.
• Experience preparing redlines using playbooks or contract guidelines.
• Familiarity with regulatory filings, corporate governance, and basic tax concepts.
• Experience working in small, fast-paced, high-accountability environments.

Compensation

Salary range: $90,000 – $110,000 base salary + bonus potential. Actual pay will be adjusted based on experience and other job-related factors permitted by law.

ASG offers competitive benefits and actively supports professional development.

Alpha Square Group is an equal opportunity employer.

• Maintain and verify cash transactions by accurately inputting data into the portfolio accounting system.
• Manage the flow of trade data from trading desks, ensuring settlement details are received, verified, and properly recorded.
• Facilitate the seamless transformation of trade information into the accounting platform and ensure timely reporting of trade details to custodians.
• Support the upkeep of securities data, including maintaining accurate security characteristics and market prices for reliable appraisal valuations and performance measurements.
• Perform daily reconciliation of holdings and transactions across internal systems and custodian banks, ensuring discrepancies are documented and promptly resolved.
• Generate and distribute reconciliation reports for both internal teams and external stakeholders using a variety of system tools.
• Produce standard and customized (ad hoc) reports to fulfill both internal operational needs and external client or regulatory requests.
• Build and maintain strong relationships with vendors, custodians, and other financial institutions, proactively addressing service issues and staying informed about market and industry developments.

• 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.
• Exceptional analytical thinking, problem-solving abilities, and organizational skills.
• Outstanding written and verbal communication skills, with the ability to efficiently manage a high volume of email correspondence.
• Capable of working independently with minimal supervision, while also thriving in a collaborative remote or hybrid team environment.

Overview

AmTrust Financial is seeking an FP&A Intern to join our Finance team this summer. In this role you will assist in the analysis of expenses, collaborate across various departments, and contribute to financial modeling and reporting.

Responsibilities, may include:

• Assist in the preparation of monthly, quarterly and annual expense reporting.
• Collaborate across IT/Operations, business units and other corporate functions to gather relevant data and insights.
• Support development of financial models to forecast and analyze expenses, including KPI tracking and benchmarking.
• Conduct variance analysis and provide explanations for budget-to-actual differences.
• Contribute to the budgeting and forecasting process.
• Perform market research or data mining to support benchmarking efforts.
• Prepare ad hoc financial reports/analyses for management.
• Complete a summer FP&A intern project.
• Performs other functionally related duties as assigned.

Desired Qualities:

• Rising Senior (graduating December 2026 or May 2027) actively pursuing bachelor's degree in related field
• Bachelor's degree in finance, accounting or a related field.
• Proficiency in Microsoft Office tools, particularly Excel and PowerPoint
• Familiarity with PowerBI or other business intelligence tools
• Excellent written, verbal, and interpersonal communication skills.
• Strong organizational, analytical, and interpretive skills; attention to detail.
• Ability to effectively multi-task and work in a fast-paced, team-oriented environment.
• Due to the nature of this role, modest travel, including overnight travel, is required.

The expected compensation for this role is $25/hour

Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not limited to, candidate skills, experience, education and training, the scope and responsibilities of the role, as well as market and business considerations.

Insurance Management Associate

New York City, Remote

Salary to $160K plus benefits

Our client is an insurance firm, who are now expanding their offices and now searching for an experienced risk management professional, who could have an interest to work for an insurance risk management firm to assist in driving the growth of the business.

Duties Include:

• Monitor investigations, reviewing insurance policies, analysis of statistical data related to providing all aspects of compliance or risk management for commercial lines, marketing, underwriting, audits, new coverage initiatives, underwriting issues, broker liaison, improving internal policies and procedures as well as presenting to smaller groups of professionals
• Manage national clients related to property and casualty and liaising with brokers
• Manage risk management process from start to finish
• Troubleshoot all settlements, fraud, subrogation, liens and resolutions related risk
• Assist with implementation of new policies and procedures for clients
• Work under little supervision
• Manage target budgets and minimizing risk of financial loss to the company.

Candidate Should Possess:

• At least 8 years+ of property and casualty insurance sector, working for a broker, consulting or law firm
• CPCU or ARM certification is helpful
• Strong written and verbal skills with above average computer skills
• Experienced in contract reviews/revisions and negotiating with brokers
• Comfortable to work in a smaller team-oriented environment
• Strong adherence to new policies and procedures directed by senior management.

This is a great opportunity for an insurance professional, looking for a quality of work/life balance, working with a great group of professionals. The company likes to promote from within and there is extensive ongoing training and career progression. Should you feel you meet the above criteria, please send a detailed cover letter (stating current salary and salary expectations) to:

Paul Feeney

Managing Director

Sanford Rose Associates – Wayne

Overview

The Treasury Analyst reports to the Director of Treasury Management Services. Provides financial planning and analysis in the conduct of daily treasury activities. Maintains a solid understanding of AmTrust's mission, vision, and values. Upholds the standards of the AmTrust organization.

This position will require a hybrid schedule (Monday - Thursday in office, Fridays remote) in our Jersey City, NJ or Manhattan, NYC office.

The expected salary range for this role is 58,000 - 75,000.

Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not limited to, candidate skills, experience, education and training, the scope and responsibilities of the role, as well as market and business considerations.

Responsibilities

• Create payments in Kyriba TMS or bank portal, including but not limited to International and Domestic wires, transfers and ACH's.
• Troubleshoot any payment rejections.
• Decision ACH debit and Positive Pay exceptions.
• Assign missing cash flow budget codes & update budget code rules.
• Manually load BAI files not integrated.
• Validate positive pay reconciliation & troubleshoot any errors.
• Daily Cash Management including cash positioning, cash activity and cash flow trend analysis.
• Create short term TMS cash forecasting via system, importing or manually adding estimated forecasts into TMS and analyze actual to forecast comparisons.
• Recommend and support opportunities for process improvements/cost-saving opportunities.
• Answer team email requests and assist with daily treasury investigations for both external and internal inquiries, including audit requests.
• Ensure compliance with internal controls, policies and procedures of cash management activities and stay abreast of financial markets and banking regulations.
• Assist with Treasury related Internal Audit requests.
• Perform automatic bank reconciliation within Kyriba.
• Assist with Accounts Payables.
• Perform other functionally related duties as assigned.

Qualifications

Required:

• Bachelor's degree preferably in finance, accounting, business OR equivalent work experience.
• Strong quantitative AND risk analysis skills.
• Strong analytical, critical thinking AND financial modeling skills.
• Effective written and verbal communication skills, with demonstrated ability to work as a team player.
• Organized and detail oriented.
• Strong time management and organizational abilities to be able to work in a fast-paced environment with little supervision.
• Must be a self-starter

Preferred:

• Preferred 2-5 years of experience in commercial and trust banking, accounting, treasury OR finance environment.
• Experience using Treasury Management Systems AND Banking Software.
• Knowledge and understanding of Treasury Operations and liquidity management including the ability to read and analyze BAI files and cash flows.
• Proficiency in Excel and PowerPoint.
• Knowledge of the Insurance Industry a plus.
• TMS experience

What We Offer

AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. Our benefits include: Medical & Dental Plans, Life Insurance, including eligible spouses & children, Health Care Flexible Spending, Dependent Care, 401k Savings Plans, Paid Time Off.

AmTrust strives to create a diverse and inclusive culture where thoughts and ideas of all employees are appreciated and respected. This concept encompasses but is not limited to human differences with regard to race, ethnicity, gender, sexual orientation, culture, religion or disabilities.

AmTrust values excellence and recognizes that by embracing the diverse backgrounds, skills, and perspectives of its workforce, it will sustain a competitive advantage and remain an employer of choice. Diversity is a business imperative, enabling us to attract, retain and develop the best talent available. We see diversity as more than just policies and practices. It is an integral part of who we are as a company, how we operate and how we see our future.

Overview

As a summer associate, you will be introduced to the skills necessary for a successful insurance career at AmTrust North America by working in our Financial Planning and Analysis team. This role supports financial management for the North America Property & Casualty businesses including timely, accurate, and actionable financial data, business and industry insights, actuarial & underwriting partnership (along with other functional partners), and financial reporting and planning aligned with the development and execution of strategies.

This is your chance to experience AmTrust North America as a potential employer. We will provide you with the tools and resources to be successful. Your internship supervisor and professional mentor will be available to make sure you are benefiting from your experience.

Responsibilities

• Strategic Influence: Participate in the development and execution of strategies that are designed to balance long-term growth, profitability, competitiveness, and risk management.
• Analysis and Support: Support financial analytics and insights, partnering with data, actuarial, the business and matrix partners in support of the management decision process including granular expense analytics.
• Strategic and Operational Planning: Contribute to the business strategic planning process, provide financial forecasting support, and development of the annual plan P&L collaborating with the business leadership teams in conjunction with actuarial and other functional partners.
• Financial Stewardship and Reporting: Analyze and ensure accuracy of reported results, identify drivers of variances to plan, perform analytics of key performance indicators, and provide financial analysis in support of executive reports.
• Management Reporting: Report key business and financial metrics required by executive management, board of directors, rating agencies, investors, and other important contingents.

Qualifications

Required

• Rising Senior (graduating December 2026 or May 2027), or recent grad, with bachelor's degree in related field
• Working knowledge of Microsoft Office
• Effective interpersonal, written and verbal communication skills
• Ability to provide information in a clear, concise manner with an appropriate level of detail, empathy and professionalism
• Ability to build and maintain effective relationships
• Effective analytical skills to gather information, analyze facts, and draw conclusions
• Good negotiation skills
• Minimum 3.0 cumulative GPA; additional requirements may apply

The expected compensation for this role is $25/hour

Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not limited to, candidate skills, experience, education and training, the scope and responsibilities of the role, as well as market and business considerations.

Job Title: Senior Product Analyst – Generative AI (Insurance Platform)

Location: Atlanta, GA or Jersey City, NJ (Hybrid – 2–3 days onsite)

Experience: 7–10 Years

Education: MBA from a US-accredited university (Required)

Role Overview

Seeking a Senior Product Analyst to support the development of a Generative AI–powered insurance platform leveraging LLMs, automation, and advanced analytics to improve underwriting, claims, and servicing workflows.

The role works closely with Product, Engineering, Data Science, and Business teams to translate AI-driven capabilities into scalable, business-aligned solutions.

Key Responsibilities

• Partner with Product Managers to define AI-driven product features and roadmap priorities
• Translate business processes into PRDs, user stories, and functional requirements
• Identify GenAI use cases such as document summarization, intelligent Q&A, data extraction, and workflow automation
• Collaborate with Data Science and Engineering teams on model evaluation and product requirements
• Facilitate stakeholder workshops and support Agile/Scrum delivery
• Present product insights and recommendations to leadership
• Support AI governance, compliance, and risk frameworks

Required Qualifications

• 7–10 years in Product Strategy, Business Analysis, or Product Operations
• MBA from a US-accredited university
• Experience in the Insurance domain (P&C, Life, or Specialty)
• Strong requirements documentation and stakeholder management skills
• Experience working in Agile product environments
• Understanding of AI/ML concepts, particularly Generative AI and LLMs

Preferred Qualifications

• Experience with AI copilots or automation platforms
• Exposure to insurance core systems and enterprise data ecosystems
• Familiarity with AI governance and regulatory frameworks

We are seeking a Portfolio Manager to lead and oversee a portfolio of strategic initiatives supporting corporate systems, including HR, Legal, and Risk functions. This role will drive governance, execution oversight, prioritization, and reporting across multiple concurrent projects, ensuring alignment with business objectives and regulatory requirements.

The ideal candidate thrives in a fast-paced financial services environment and brings strong portfolio management discipline, executive communication skills, and the ability to drive cross-functional alignment.

Key Responsibilities:

• Manage and oversee a portfolio of corporate systems initiatives, ensuring projects are aligned to strategic priorities and delivered on time and within scope.
• Establish and maintain portfolio governance frameworks, including intake, prioritization, stage gates, and executive reporting.
• Drive cross-functional coordination across HR, Legal, Compliance, Risk, Technology, and Finance stakeholders.
• Provide clear, concise reporting on portfolio health, risks, dependencies, budget, and resource capacity to senior leadership.
• Identify and proactively manage risks, issues, and interdependencies across programs and projects.
• Facilitate steering committees and governance forums, ensuring decisions are documented and actioned.
• Implement and continuously improve portfolio management best practices, tools, and KPIs.
• Support financial oversight of the portfolio, including budget tracking, forecasting, and business case validation.
• Ensure initiatives meet regulatory, audit, and compliance standards within a financial services environment.
• Foster strong stakeholder relationships and drive accountability across delivery teams.

Required Qualifications:

• 7-10 years of experience managing a portfolio of projects and/or enterprise programs.
• Proven experience establishing and running portfolio governance and reporting frameworks.
• Strong executive presence with excellent written and verbal communication skills.
• Demonstrated ability to operate effectively in a fast-paced, highly regulated financial services environment.
• Experience supporting corporate systems functions such as HR, Legal, Compliance, and/or Risk.
• Strong financial acumen, including budget management and portfolio forecasting.
• Ability to drive alignment across cross-functional teams.

An actuarial intern at Howden Re is a member of an energetic, quantitative, client-facing team that specializes in creating and executing P&C reserve solutions including creating client submissions, working on loss portfolio transfers, and capital modeling. The team is small but diverse with unlimited opportunity to learn, advance, and take on responsibility.

Actuarial analyst interns are expected to develop proficiencies in completing standard analyses, while also taking part in more advanced analyses as needed. You will be familiar with Howden Re's tools and approach, contribute to their development and present solutions and services to our clients.

Primary Responsibilites:

• Work across analytics, brokers, and other functions to identify and respond to client needs and develop additional opportunities related to products and services
• Data collection and manipulation in spreadsheets and other database applications
• Prepare client-ready presentations to communicate analysis results to brokers and clients
• Understand reinsurance contracts and products (terminology, terms and conditions)
• Manage workflow proactively and take initiative on internal projects to improves processes, products or services
• Take ownership and responsibility for quality, accuracy and timely completion of analyses
• Willingness to be part of Howden Re's "Team First" culture and to offer help to others without prompting

Qualifications:

• Pursuing a bachelor's degree from a four-year college or university with a 3.0 or higher graduating GPA; advanced degree is a huge plus
• 0-2 years of experience in the (re)insurance industry
• Actuarial exam(s) are a plus
• A strong aptitude for analysis, database management and programming skills; those with a minor in computer science or have completed at least 2 programming classes are strongly preferred
• Good Microsoft Office skills (Excel, Word and PowerPoint)
• Initiative and an eagerness to drive projects to a successful conclusion
• Willing and able to act as a team player
• Legally authorized to work in the United States

This is an in-person opportunity based in New York, NY running from early June through early August 2026.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.