Banking and Financial Services Jobs in New York, NY

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

• Lucrative Base + Commission Package!
• Excellent Benefits - 100% Medical Coverage for Employee + Family!
• Generous PTO Package!
• Profit Sharing Bonus!
• Fantastic Culture and Work/Life Balance!
• Room for Advancement!

• Develop and execute strategic plans to achieve sales targets and expand our customer base.
• Manage and build a team of Account Executives
• Build and maintain strong, long-lasting customer relationships by partnering with them and understanding their needs.
• Identify emerging markets and market shifts while being fully aware of new products and competition status.
• Effectively communicate the value proposition through proposals and presentations.
• Understand category-specific landscapes and trends, reporting on the forces that shift strategic directions of accounts.
• Prospect for potential new clients and turn this into increased business.
• Work with the team to develop proposals that meet the client’s needs, concerns, and objectives.
• Handle objections by clarifying, emphasizing agreements and working through differences to a positive conclusion.

• At least 8+ years of executive sales leadership with a focus on B2B sales
• Experience leading and building sales divisions
• Experience within Renewables, Energy, Industrial Data, or Instrumentation experience
• BA/BS degree or equivalent.
• Experience navigating complex and consultative sales cycles
• Willingness to travel 25-50% to client sites and events

Immediate need for a talented Business Data Analyst with Python. This is a 12- 18+ Months contract opportunity with long-term potential and is located in Jersey City, NJ(Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job Diva ID: 26-07639

Pay Range: $65.00 - $68.00 /hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities.

• Analyze business requirements related to regulatory reporting and financial risk frameworks.
• Perform data analysis and data validation using SQL and Python.
• Write and optimize SQL queries for large datasets and regulatory reporting pipelines.
• Support implementation and enhancement of regulatory reporting solutions within FRTB and Basel environments.
• Work closely with business stakeholders, risk teams, and technology teams to translate requirements into technical solutions.
• Navigate and review Python code to understand data processing logic and support enhancements or debugging when necessary.
• Perform data reconciliation, validation, and reporting to ensure regulatory compliance.
• Support ongoing regulatory compliance initiatives and reporting enhancements

Key Requirements and Technology Experience:

• Key skills: - Python, SQL , Basel, Reporting
• Strong experience in Python (ability to read, understand, and navigate code).
• Solid Data Analysis and Business Analysis experience.
• Advanced SQL and SQL Querying skills.
• Experience working with large datasets and financial data processing.
• Understanding of Regulatory Reporting frameworks.
• Experience working in FRTB, Basel I, or Basel II environments.
• Ability to collaborate with cross-functional teams including risk, compliance, and technology.

Our client is a leading Banking Industry , and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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Our client is a financial services firm seeking a Recruiting Associate to join the team.

Responsibilities:

• Work closely with candidates, recruiters, and internal stakeholders of all levels to schedule and confirm interviews. These can be virtual as well as face-to-face / on-site interviews
• In charge of helping with operations and process improvements
• Work with senior level members of the HR team to create a positive candidate experience
• Communicate clearly and timely with candidates and hiring managers about schedules and changes if and when they occur
• Manage interview processes in the Applicant Tracking System
• Asisst with working with hiring managers, extending offers, speaking with candidates
• Perform administrative support functions as necessary for the Recruiting team

Qualifications:

• 2+ years of recruitment support experience or HR experience
• Bachelor's degree required
• Experience with a high-volume recruitment process
• Able to prioritize your tasks in an ever-changing, dynamic environment where no day is like the previous.

The annual base salary range is $100,000 to $150,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

We are seeking a high-caliber Vice President or Senior Vice President to join a leading global alternative asset manager as a Product Specialist. This is a pivotal, client-facing role within the Investment Specialist team, focused on driving fundraising and business development for a premier Infrastructure, Renewable Power, and Energy Transition platform.

As an expert on the firm’s flagship and specialized fund offerings, you will serve as the bridge between the investment desks and the global investor community. This role offers significant exposure to institutional investors, consultants, and private wealth channels across the Americas, EMEA, and APAC.

Key Responsibilities

• Subject Matter Expertise: Act as the primary technical resource for Infrastructure and Transition strategies. Attend internal investment and asset management meetings to translate complex deal flows into compelling narratives for the market.
• Global Fundraising: Lead and participate in global roadshows, investor conferences, and bespoke prospect meetings. You will be a key face of the firm, requiring frequent international travel.
• Strategy & Product Launches: Partner with senior leadership to design and execute fundraising strategies for new product launches, ensuring momentum and high-quality market positioning.
• Investor Relations & Messaging: Collaborate with Relationship Managers (CRMs) to refine product messaging, ensuring it resonates with diverse investor profiles and evolving market conditions.
• Content Partnership: Work closely with Marketing and Fundraise Management teams to create high-impact investor materials, including technical presentations, white papers, and market commentaries.
• Strategic Growth: Support the build-out of new distribution capabilities, researching new markets, investor types, and innovative product structures.

The Ideal Candidate

• Experience: 7+ years of professional experience within Real Assets. Backgrounds in Investing, Asset Management, Investment Banking, or Investor Relations are highly preferred.
• Communication Mastery: Exceptional ability to distill technical, complex investment concepts into clear, persuasive communications for a sophisticated client base.
• Relationship Focus: Proven track record of building and maintaining long-term trust with institutional or private wealth investors.
• Commercial Acumen: A self-starter who proactively identifies market opportunities and possesses the "follow-up" discipline required for long-lead fundraising cycles.
• Collaborative Mindset: Ability to navigate a high-performance, matrixed environment and work seamlessly across investment, marketing, and legal teams.

About Us

At Biz2Credit, we seek individuals who are eager to join a dynamic and innovative fintech company on a mission to transform 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. One of them is 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:

The UX Designer will play a key role in shaping the user experience of Biz2X, our enterprise SaaS lending platform used by banks and financial institutions. You will translate complex financial workflows into intuitive, elegant, and scalable experiences. This role partners closely with Product, Engineering, Data, Sales, and Marketing to uncover customer needs, define value, and deliver solutions that are usable, viable, and impactful.

You will work across both Biz2Credit (small business lending) and Biz2X (enterprise SaaS), engaging directly with clients and internal stakeholders to design workflows, interfaces, and systems that improve speedtodecision, operational efficiency, and borrower experience.‑to‑decision, operational efficiency, and borrower experience.

Responsibilities

• Build UX design across the full product lifecycle—from discovery and ideation to detailed design and implementation.

• Collaborate with cross functional teams to define user journeys, workflows, and interaction patterns. ‑functional teams to define user journeys, workflows, and interaction patterns.

• Create wireframes, prototypes, user flows, and design documentation that clearly communicate intent.

• Use data, user research, and competitive insights to inform design decisions and validate hypotheses.

• Contribute to and evolve our design system to ensure consistency, scalability, and efficiency.

• Partner with engineering to ensure high‑quality implementation and maintain design integrity.

• Facilitate alignment across teams and clients through clear communication, storytelling, and influence.

• Drive continuous improvement of the Biz2X experience across modules and markets.

Qualifications

• 1-3 years of experience in UX/Product Design, preferably in SaaS or enterprise software.

• Strong portfolio demonstrating complex workflow design, interaction design, and modern UI execution.

• Proficiency with Figma, Sketch, Adobe XD, or similar design tools.

• Experience working with design systems and component libraries.

• Understanding of UX research methods and how to apply insights to product decisions.

• Familiarity with front‑end technologies and how designs translate into development.

• Experience working in agile product environments.

• Strong visual, written, and verbal communication skills.

• Ability to think logically, structure ambiguity, and design for both user value and business outcomes.

• Experience with Jira, Asana, GitHub, or similar collaboration tools.

• Experience designing for SaaS products; fintech or lending experience is a strong plus.

• Experience collaborating with offshore development teams.

• Exposure to AI/ML‑driven features or data‑powered workflows is a plus.

• Experience with A/B testing, experimentation, and hypothesis-driven design.

This is a high-visibility leadership opportunity for a service-driven professional passionate about people, operations, and client experience. As Reception Services Manager, you’ll set the standard for hospitality excellence while leading a front-of-house team in a premier corporate environment.

The Reception Services Manager is a client-facing leadership role responsible for delivering a five-star guest experience across reception, meeting services, and event operations. This individual oversees a team of corporate receptionists, ensuring service excellence, seamless daily operations, and a consistently polished, welcoming environment.

Reporting to theClient Relations Director (CRD) in New York, the Manager serves as the day-to-day ambassador of the client’s workplace experience, fostering relationships, managing performance, and driving continuous improvement.

Key Responsibilities

Client Experience & Relationship Management

• Serve as the primary liaison between Opensity Solutions and the client, ensuring alignment with brand standards and workplace culture.
• Maintain strong relationships through proactive communication, responsiveness, and an unwavering commitment to hospitality excellence.
• Monitor client and guest satisfaction, resolve issues promptly, and identify opportunities to elevate the experience.
• Partner with the CRD on regular business reviews and collaborate with fellow managers to share best practices.

Operational Leadership

• Oversee all front-of-house operations including reception, meeting coordination, guest services, and hospitality support.
• Ensure daily readiness of all spaces: reception, lobbies, conference areas, and lounges. Maintaining a “tour-ready” standard at all times.
• Implement and refine operational workflows, SOPs, and training programs to support consistency and quality.
• Track and report on service-level performance(SLAs, KPIs) and lead operational audits to ensure excellence.
• Leverage technology and innovation to streamline processes and enhance the client experience.

Team Leadership & Development

• Lead, mentor, and inspire a team of corporate receptionists to deliver genuine, anticipatory service.
• Provide regular coaching, feedback, and recognition to promote professional growth and engagement.
• Manage staffing, scheduling, and professional presentation standards.
• Partner with the CRD and People Solutions team on performance management, employee relations, and training initiatives.
• Foster a positive, inclusive, and service-driven culture where every team member feels empowered to create memorable experiences.

Qualifications

• 5+ years of leadership experience, managing large teams of receptionists or concierges, in a corporate or high-end hospitality setting.
• Proven ability to manage and inspire teams delivering five-star service in fast-paced, client-facing settings.
• Strong client relationship management skills with a track record of delivering measurable service excellence.
• Highly organized with the ability to manage multiple priorities and maintain composure under pressure.
• Exceptional communication, presentation, and interpersonal skills.
• Skilled in Microsoft Office Suite; familiarity with hospitality management systems a plus.
• Professional, polished, and hospitality-minded demeanor at all times.
• Commitment to confidentiality, discretion, and operational integrity.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, or any other characteristic protected by law.

Internal candidates only: The compensation outlined is applicable for candidates who fully meet the qualifications of the role based on their education and experience. If Opensity Solutions selects an internal candidate who does not meet all requirements, the position title, structure, and compensation may be adjusted accordingly.

The New York office of Akerman LLP seeks an Associate with 3 to 5 years of experience in commercial litigation for the Consumer Financial Services, Data and Technology Practice Group. Excellent legal research, writing and analytical skills, as well as federal and state court experience are required. Financial institutions litigation experience is preferred. Must possess a Juris Doctor degree from an ABA accredited law school and be a member of the New York State Bar.

Annual base salary: $195,000 - $250,000 (Akerman LLP is not a lock-step firm. The exact amount of salary for this position is dependent on a variety of factors). In addition to base salary, Akerman offers an annual discretionary bonus, paid time off, professional and client development allowance, medical insurance, dental insurance, vision insurance, life insurance, disability insurance, and 401k Profit Sharing Plan (employee-only contribution plan). A pre-tax commuter benefit is also available, providing pre-tax savings for qualified parking and transit pass expenses.

About the Firm

Founded in 1920, Akerman is recognized as one of the country's premier law firms, with more than 700 lawyers in 25 offices throughout the United States. To learn more about our firm, please visit us at Recognitions

• Top 100 U.S. Law Firms (The American Lawyer)
• Among the Most Innovative Law Firms (Financial Times)
• Ranked among 100 Most Prestigious U.S. Law Firms (Vault)
• Ranked among the Top Large Law Firms for Diversity (Law360)
• Ranked among the Top 30 Large Law Firms for Gender Equity (Law360)
• Leadership Council on Legal Diversity, 2023 Top Performer

Equal Employment Opportunity Policy

We are committed to providing a supportive and inclusive environment where all individuals can reach their full potential, no matter their race, color, sex, religion, national origin, age, disability, marital status, gender identity/expression, sexual orientation or genetic makeup.

Note to Search Firms

Akerman LLP will not accept unsolicited resumes or other unsolicited candidate information from Search Firms. Submissions will only be considered when a fully executed fee agreement is in place. Search firms should contact for additional information.

Leveraged Finance Associate – New York

If you are billing hard but still fighting for visibility, this move changes that.

A leading global law firm is building a lean leveraged finance team in New York to support a rapidly expanding sponsor platform.

The bench is intentionally small. The workflow is constant. The mandates are complex and high value.

You will work directly with a highly regarded finance partner advising leading private equity sponsors and public companies on multi-billion-dollar transactions.

The work includes:

• Large-cap leveraged buyouts

• $1bn–$7bn acquisition financings

• Public company transactions

• Liability management exercises

• DIP financings and complex capital structure matters

You will gain direct partner exposure, earlier responsibility on live deals and a deal sheet defined by complexity rather than volume.

The team is seeking associates with a minimum of 3 years' leveraged finance experience from a top-tier US platform.

If you would like to learn more about the platform and growth plans, feel free to reach out for a confidential discussion.

Lee Walker

or (929) 512 5259

Pay: $260,000.00 - $365,000.00 per year

Why This Is a Great Opportunity

• Join a premier transactional platform advising sophisticated financial institutions and major market participants.
• Work on complex, high-value financial services transactions in one of the strongest legal markets in the country.
• Build strong deal experience in a collaborative, high-performance environment known for excellence and professional development.
• Gain meaningful responsibility on sophisticated matters while working alongside top-tier attorneys and clients.
• Grow your career at a firm known for elite training, strong mentorship, and long-term advancement opportunities.

Location: New York, NY. This is a full-time, on-site role based in the office.

Note: Must have 3+ years of law firm transactional experience within financial services, finance, or closely related corporate transactions.

About Us

We are a top-tier law firm known for advising leading financial institutions, companies, and investors on complex legal and business matters. Our team is collaborative, ambitious, and committed to excellence, client service, and long-term professional growth. Confidential Employer.

Job Description

• Advise clients on sophisticated financial services and related transactional matters
• Draft, review, and negotiate transaction documents and related agreements
• Support deal execution from diligence through closing
• Analyze transaction structures, legal issues, and business terms
• Manage portions of transactions with increasing independence
• Work closely with clients, counterparties, and internal teams in a fast-paced environment
• Conduct legal research and draft practical, business-oriented analysis
• Collaborate with partners and specialists on complex transactions

Qualifications

• 3+ years of law firm transactional experience
• Experience in financial services transactions, finance, corporate transactions, or closely related deal work
• Strong drafting and negotiation skills
• Strong analytical, writing, and communication skills
• Ability to manage components of transactions independently
• Strong business judgment and client service orientation
• Team-oriented with a strong work ethic and desire for increased responsibility
• Admitted in New York or eligible to waive in
• BigLaw or other sophisticated transactional law firm background strongly preferred

Why You Will Love Working Here

• Elite transactional platform with sophisticated, high-level work
• Strong exposure to major clients and meaningful deal responsibility
• Collaborative culture with high standards and strong mentorship
• Clear path for growth and long-term development
• Excellent benefits and family-supportive programs
• Opportunity to deepen your transactional skill set in a highly respected firm

JPC-741

Job Type: Full-time

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance

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.