Banking and Financial Services Jobs in New York Ny Online

Trading Assistant — Long/Short Equity Hedge Fund

Role summary

Support the head trader by managing middle‑office trade support and acting as a hands‑on backup trader for a long/short investment desk. This role combines trade lifecycle ownership, settlements and confirmations, P/L oversight, and execution responsibilities. The right candidate is flexible, team‑oriented, and comfortable working in a fast‑paced trading environment without ego.

Core responsibilities

• Trade support — Confirm, allocate, and reconcile trade blotters; resolve trade breaks with brokers, counterparties, and internal trading staff.
• Settlements & funding — Monitor settlement cycles, initiate and track settlement funding/wires, and manage failed/late settlements.
• P/L and position control — Produce daily P/L and position reports, investigate variances, and maintain accurate trading books.
• Confirmations & documentation — Manage trade confirmations, trade capture accuracy, and retention of trade documentation.
• Execution assistance — Execute orders when requested by the head trader and manage order flow across venues and brokers.
• Book balancing — Maintain and reconcile trading books; ensure internal systems reflect live positions and cash.
• Systems & process — Use OMS/EMS and middle‑office systems to capture trades, run reconciliations, and extract reporting; propose process improvements.
• Ad hoc support — Provide real‑time desk support during market events, assist with month‑end and quarter‑end tasks, and cover for the head trader as needed.

Required experience & skills

• 2–4 years of buy‑side or sell‑side operations, trade support, or assistant trading experience.
• Strong understanding of the full trade lifecycle for equities and common derivatives used on a long/short desk.
• Proven experience with settlements, confirmations, and failed trade resolution.
• Demonstrated ability to produce and analyze daily P/L and position reports.
• High proficiency in Excel; familiarity with one or more OMS/EMS platforms and middle‑office reconciliation tools.
• Excellent communication skills and the ability to work directly with traders, brokers, prime brokers, and operations teams.
• Calm under pressure, highly organized, and willing to take direction and execute tasks without ego.

Preferred qualifications

• Prior experience on a long/short equity desk or in a hedge fund middle office.
• Familiarity with prime brokerage workflows and margin/financing mechanics.
• Basic scripting or data‑automation skills (VBA, Python, SQL) to streamline reporting.
• Relevant industry licenses or willingness to obtain them.

What success looks like

• Accurate, timely P/L and position reporting with rapid resolution of discrepancies.
• Smooth, error‑free settlement and confirmation processes with minimal failed trades.
• Reliable execution support that enables the head trader to focus on strategy.
• Proactive identification and implementation of process improvements that reduce operational risk.

Team Head – FI / Fund Finance (Bilingual Mandarin)

Midtown Manhattan, NY (On-site)

Full-Time | Permanent

Base Salary: $180,000 – $230,000 per hour

Industry: Commercial Banking

Role Overview

We are seeking an experienced Team Head – FI/Fund Finance to lead business development, portfolio management, and team performance within our Commercial Banking group. This role is responsible for driving revenue growth, maintaining asset quality, strengthening client relationships, and managing a high-performing team focused on FI and Fund Finance lending.

The ideal candidate brings deep industry expertise, strong leadership capabilities, and bilingual proficiency in Mandarin and English to support a global client base.

Key Responsibilities

Business Development (50%)

• Drive revenue growth across FI & Fund Finance lending and deposit products in line with team financial goals
• Develop and expand relationships with Financial Institutions based on market and industry trends
• Originate, negotiate, and manage large and complex loan transactions
• Conduct independent and joint client calls with internal marketing and product partners
• Collaborate with Assistant Relationship Managers on credit underwriting and loan monitoring
• Partner with global Relationship Managers across the bank’s international network to identify and execute cross-border opportunities
• Represent the bank at industry associations, conferences, and networking events
• Stay current on market conditions, regulatory trends, and product developments

Portfolio Management (20%)

• Own portfolio profitability, asset quality, and sustainable growth
• Oversee annual credit reviews, interim reviews, and ongoing credit monitoring
• Manage existing client needs, transactions, and issue resolution
• Partner closely with Credit and Risk teams to address credit issues and covenant compliance

Team Leadership & Development (10%)

• Lead, coach, and mentor Relationship Managers and Assistant Relationship Managers
• Ensure timely execution of business objectives and internal controls
• Support talent development, hiring, and retention initiatives in collaboration with senior leadership

Additional Responsibilities (20%)

• Support training, operational initiatives, and strategic development projects
• Ensure full compliance with bank policies, regulatory requirements, and internal controls
• Perform additional duties as assigned by management

Qualifications

• 10+ years of experience in the banking industry
• 5+ years of experience in FI banking and/or Fund Finance
• Proven experience leading teams and collaborating cross-functionally
• Business-level proficiency in Mandarin and English is required due to the nature of the role involving frequent communication with Mandarin-speaking clients or partners.
• Bachelor’s degree in Finance, Accounting, or a related business field (Master’s preferred)
• Strong client advisory mindset with a passion for delivering financing solutions
• Comfortable engaging senior stakeholders and managing complex client relationships
• Flexibility to work extended hours when business needs require

Overview:

A local bank in New Jersey is seeking an experienced Workout Portfolio Manager to join their team. In this role, you will support the Asset Recovery Department by analyzing problem credits, assessing financial information, and recommending strategies to maximize recovery efforts. You will collaborate closely with Asset Managers to restructure non-performing or impaired loans, while ensuring compliance with policies, procedures, and regulations. This is a dynamic opportunity to contribute to minimizing loan losses and supporting the overall financial stability of the bank.

Responsibilities:

• Support Asset Managers in developing strategies for restructuring problem and non-performing loans.
• Gather and analyze borrower and guarantor financial information to recommend effective workout solutions.
• Conduct quarterly and semi-annual loan reviews, including status updates, risk rating adjustments, and workout strategy recommendations.

Qualifications:

• 3+ years of experience in commercial loan portfolio management, lending, or credit analysis/underwriting.
• Strong financial analysis skills with high accuracy and attention to detail.
• Excellent communication, problem-solving, and organizational skills.

WALL STREET OPPORTUNITIES - IMMEDIATE

Financial Services/Brokerage/Investment Banking

Job description

Numerous job opportunities located in the New York City area including Westchester County and Stamford, CT including, but not limited to:

• Back Office Operations
• Middle Office
• Regulatory
• Client Service Specialist- Series 7
• Fixed Income Operations
• Trade Support
• Administration
• Accounting
• Tax Operations - All levels
• Research Assistant
• Assistant Analyst
• Project Managers
• Business Analyst
• Data Analyst
• Entry Level/Recent College Grad
• Compliance/KYC-AML/Onboarding
• Analyst Financial Services

Requirements Ideal positions for eager, motivated self-starters who are capable of multi-tasking. Jobs require excellent verbal and written communication skills as well as computer proficiency. A college degree and experience are preferred but not required. Salaries vary with positions.

Well-established and highly regarded boutique investment firm located in Midtown, NYC, is seeking a Front Office Receptionist/Coordinator with 3+ years related and stable work experience, to sit at the front desk of the firms' magnificent new office location.

Manage everything as it relates to keeping company operation's flowing smooth. Greet and assist executives, clients and vendors, answer phones, order supplies, set-up and break down meeting rooms, deal with facilities management regarding (repairs, etc) and organize company events. Position offers opportunity to take on additional administrative responsibilities as workload permits for C-level executives

Proficiency in MS Office required.

Must be tech savvy, have great communication skills, and be reliable, loyal and respectful.

Position is 5 days on site. Hours 9-5p. Base salary 80-100K plus year-end bonus.

Great group of people. Great culture.

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. 

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 mentality—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 success 
• 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.

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 — 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 — equally strategic and execution-focused.

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.

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.

FinStrat Management (“FSM”) is seeking a motivated individual to join our team as a client-facing Chief Financial Officer. This is a great opportunity to build a team, implement best practices, and help scale both our company and our clients.

• Manage FSM client engagements as a virtual Chief Financial Officer
• Provide insight and recommendations related to clients’ growth strategy, as well as input regarding the financial implications of major business decisions
• Implement controls, frameworks, policies and systems that capture and utilize timely and accurate data across clients’ business, as well as financial planning, budgets, forecasting and closing processes
• Analyze clients’ financial results with respect to profits, trends, cost and compliance with budgets
• Present and provide insight on financial results with a narrative on results, variances to plan, trends, and key metrics
• Provide leadership in the execution of financial transactions, including financing, acquisitions, facilities, and partnerships
• Manage cash utilization, and debt facilitates to maintain a strong foundation of liquidity for clients’ growth
• Collaborate with clients’ CRO and sales team on contracts and contract processes
• Serve as a liaison between clients and their outside legal counsel
• Oversee clients’ stock option, commission, and benefit plans
• Direct and support FSM staff assigned to client engagements
• Ensure deliverables meet FSM’s quality standard
• Provide five-star client service

• 10+ years of financial experience with recent experience as CFO or VP of Finance at a growing SaaS or software company
• Solid understanding of software revenue recognition, SaaS metrics, and associated best practices
• Success implementing and optimizing process, procedures, and infrastructure to enable scale and support growth (organic and inorganic)
• Experience in leading fundraising efforts, ideally at a growth stage company

• Capable, confident leader
• Ability to handle multiple client engagements simultaneously
• Commitment and ability to meet critical business deadlines
• Self-starter with strong organizational skills
• Exceptional attention to detail
• Excellent research and problem-solving skills
• Strong communication and social skills
• Able to receive constructive feedback
• Comfortable working in a dynamic environment

• Bachelor’s degree in Accounting or Finance is required
• CPA preferred but is not required (the company will reimburse exam costs following successful completion)

• Compensation commensurate with experience
• Flexible work schedule
• Unlimited vacation
• Medical, dental, and vision insurance
• Ongoing education and training
• Bonuses and profit-sharing

Current Title: CFO

Seeking Titles: CFO, Controller

• 
  
• Expert in accounting software and related technologies, implementation as well as integration with various reporting tools including banking, payroll, T&E reporting and cap table management.
  
• Expert in financial reporting, modeling, consolidations, inter-company, multicurrency transactions and variance reporting to various KPIs.
  
• Expert in GAAP and internal controls, over 10 years as an auditor of non-public companies with annual revenues over $50M and 2,000 plus hours of continuing education.
  
• Expert Analyst Cash Management, M&A Strategies & Analysis, Systems implementation
  

1. 
   
2. Perm, Contract, or Either? Perm
   
3. What is your legal working status. US Citizen
   
4. Motivation: Very Active
   
5. Current Annual Base Compensation? $250,000
   
6. Base Compensation (direct hire)? $200,000 – $250,000
   
7. Bottom Line Base Compensation? $180K-$200K Base
   
8. General Current Insurance/Benefit Information? 80% Paid by company for my Family and me.
   
9. Current PTO? 180
   
10. Relocation (Y/N) (cities)? Y Most West Coast and Midwest
    
11. Travel (Y/N) percentage? Y 25%
    
12. Technology Systems (ERP? All QuickBooks Platforms, Great Plains, Sage Intacct
    
13. Languages? English
    
14. Microsoft Products? (Advanced, Intermediate, or Entry Level)
    
15. Excel: Advanced
    
16. Access: Intermediate
    
17. Word: Advanced
    
18. Power Point: Advanced
    

Industry experience? SaaS, Hardware, Professional Services, Marketing, Retail and NPOs.

Three Most important criteria to make a move?

1. 
   
2. Criteria: Stable and growing Company
   
3. Criteria: Great culture
   
4. Criteria: 100% Remote
   

Interested in this candidate email