Banking and Financial Services Jobs in New York, NY

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.

Event Manager

Midtown Manhattan (5 days/week in office)

A private investment firm is seeking an experienced Event Manager to lead its client events platform. This individual will own the strategy, planning, and execution of a portfolio of high-touch events designed to support relationship development and brand positioning among a senior, institutional audience.

This is a highly visible, externally facing role partnering closely with senior leadership and investment professionals. The position requires strong judgment, operational rigor, and the ability to deliver polished, thoughtfully designed experiences with consistency and discretion.

Responsibilities

Event Strategy & Oversight

• Lead end-to-end execution of an annual flagship conference for approximately 200+ senior attendees
• Plan and execute a series of curated gatherings throughout the year (regional dinners, thematic events, select receptions)
• Assess and manage participation in relevant third-party conferences, including sponsorships and speaking engagements
• Align event initiatives with broader business development priorities

Execution & Operations

• Own timelines, vendor coordination, contracts, and on-site management
• Develop detailed run-of-show materials and manage cross-functional stakeholders
• Coordinate executive participation in both internal and external events
• Oversee sponsorship deliverables and event-related materials
• Manage budgets and expense tracking
• Resolve issues in real time with sound judgment and professionalism

Experience & Relationship Management

• Ensure a consistent, high-quality experience from invitation through follow-up
• Serve as a primary contact for senior attendees and external partners
• Prepare internal stakeholders for speaking and hosting responsibilities
• Maintain strong relationships with venues and external organizers

Measurement & Process Improvement

• Track attendance, engagement, and qualitative feedback
• Maintain documentation and continuously refine execution processes

Qualifications

• 5+ years of event management experience, preferably within financial services, professional services, private markets, or luxury hospitality
• Experience managing events for senior executives and institutional audiences
• Strong project management and organizational skills
• High attention to detail and commitment to quality
• Excellent written and verbal communication skills
• Willingness to work outside standard business hours as needed
• Based in or willing to work on-site in Midtown Manhattan five days per week

Profile

• Professional maturity and discretion
• Ownership mindset and accountability
• Calm under pressure
• Refined judgment and strong aesthetic sensibility
• Collaborative and adaptable

Compensation

Total compensation is expected to be in the range of $300,000–$350,000, inclusive of base salary and discretionary bonus, commensurate with experience.

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

The Client Relations 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 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.

Position: Account Executive

Location: Midtown Manhattan, NY — Hybrid (3 days in office / 2 days remote)

About WOBI:

WOBI is a global leader in delivering premium business content through both in-person and digital channels. As organizers of the annual World Business Forum, we inspire senior executives and professionals to drive innovation, leadership, and growth in their organizations. With a focus on delivering actionable insights, WOBI connects leading business minds with companies seeking transformation and success.

About the Role:

We are looking for a motivated, commercially driven Account Executive to join our North America team. This is an exceptional opportunity to be part of a high-performing team at the forefront of business excellence.

As an Account Executive you will manage the full sales cycle — from initial qualification through closing and ongoing account management. You will play a central role in WOBI's growth by developing strong, trust-based relationships with current and prospective clients, delivering an exceptional customer experience from first contact, and driving year-over-year revenue expansion. You will collaborate closely with leadership and the broader sales team to achieve both individual and team targets, bringing a strategic and consultative mindset to every engagement.

Key Responsibilities:

Account Management (30%):

o Develop and maintain strong relationships with existing clients across key

accounts.

o Deliver an exceptional, high-touch customer experience at every stage.

o Drive year-over-year revenue growth through upsells, renewals, and

expanded participation.

o Identify additional stakeholders within client organizations to expand multi-

threaded relationships.

Inbound lead selling (35%):

o Evaluate and qualify inbound leads based on predefined criteria.

o Conduct discovery calls to assess client needs, challenges, and opportunities

for alignment with WOBI’s offerings.

o Deliver engaging, professional presentations via phone, email, and LinkedIn

to move leads through the sales funnel.

Prospecting (25%):

• Research target companies to understand organizational structures, decision-making processes, and potential multithreading paths.
• Identify and engage new prospects through cold calling, email outreach, LinkedIn, and other sales tools.
• Build familiarity and trust with prospective WOBI clients to support shorter and more efficient sales cycles.

Administrative & Collaboration (10%):

• Maintain impeccable records of all interactions and activities in Salesforce.
• Provide detailed notes and insights to support accurate forecasting and seamless handoffs.
• Collaborate with Account Management and Marketing teams to support client success and campaign execution.

Qualifications and Skills

• 2-5 years’ experience in B2B Sales with a track record of meeting or exceeding sales targets.
• Exceptional communication skills, both written and verbal, with the ability to engage professionally with C-suite executives and senior leaders.
• Proficiency in Salesforce is a must, including maintaining accurate records and leveraging CRM tools effectively.
• High attention to detail and strong organizational skills.
• Committed to providing an exceptional customer experience
• Proven achievement in account management and revenue generation goals
• Experience in conducting research on companies and industries to inform multi-threaded sales strategies, a plus.
• A passion for professional development and an interest in WOBI’s mission of empowering business leaders.

Candidate will ideally have experience using the following tools:

• Salesforce
• LinkedIn Sales Navigator
• Google Workspace
• Salesloft
• Zoom info (or similar)

Our Values:

Integrity - acting ethically, transparently, and treating others with respect.

Collaboration
- working inclusively and cooperatively toward shared goals and client

satisfaction.

Commitment to Excellence - dedication to delivering high-quality results through

perseverance and continuous improvement.

Passion & Creativity
- fostering enthusiasm, innovation, and a positive, engaging

work environment.

Humility & Growth - maintaining openness to learning, self-awareness, and valuing others’ contributions.

Justt helps many of the world’s largest and most recognizable brands turn chargebacks from a constant headache into a managed, predictable part of doing business. Our AI-driven platform powers chargeback operations at scale, automating disputes end to end, recovering revenue that would otherwise be lost, and removing a major operational burden from finance, risk, and operations teams across multiple regions and verticals.

We’re a global company with teams across markets, and disciplines, working closely with leading players in the payments ecosystem. Our culture is built on clear thinking, collaboration, and a strong sense of ownership. At Justt, you’ll partner with product, engineering, data, success and go-to-market teams to build technology that sits at the core of modern payments, and has a direct, measurable impact on the bottom line for some of the biggest companies in the world.

Role Overview

We’re looking for a hunter-focused Senior Enterprise AE with deep roots in the payments ecosystem (PayPal, Stripe, Worldpay, Fiserv, Adyen, etc.). You’ll own the full sales cycle—from outbound prospecting, discovery, and value mapping through to legal negotiation and close. This role is for someone who thrives in a fast-moving Series-C environment, embraces coaching, and knows how to build a real value-selling business case with enterprise buyers.

What You’ll Do

Own the full enterprise sales cycle

• Proactively generate pipeline through outbound outreach, events, and strategic prospecting.
• Lead deep discovery to uncover operational, financial, and technical pain tied to chargebacks.
• Run structured value-selling motions (Command of the Message, Challenger, MEDDICC/MEDDPICC).
• Align stakeholders across payments, fraud, finance, and operations teams.
• Build a compelling business case rooted in ROI, efficiency, and risk reduction.
• Partner with Solutions Engineering, Partnerships, and Product to execute multi-threaded deals.
• Negotiate commercial terms and drive deals through legal to close.

Deliver revenue and market impact

• Produce $5M+ in influenced/managed pipeline (adjust if needed).
• Consistently meet or exceed annual revenue quota.
• Represent Justt at key conferences, client on-sites, and partner events (travel required).

Contribute to a winning culture

• Be coachable, curious, and obsessed with improving your craft.
• Uphold high standards in forecasting, CRM hygiene, and stage discipline.
• Help evolve the GTM playbook as we scale from Series C toward $50M+ ARR.

Requirements:

Industry Expertise

• 7+ years selling enterprise SaaS or payments solutions to mid-market and enterprise merchants.
• Direct experience in payments, fraud, or fintech strongly preferred (PayPal, Stripe, Worldpay, Fiserv, Adyen, etc.).

Sales Methodology Skills

• Training/certification in MEDDICC/MEDDPICC, Command of the Message, or Challenger.
• Demonstrated ability to build business cases, run value-based sales cycles, and close complex technical deals.

Mindset & Traits

• True hunter with a track record of self-sourced revenue.
• Coachable, curious, and motivated by category creation.
• Strong “why”: Why Series C, why Justt, why chargebacks.
• High integrity, high energy, and ambition to grow with the company.

Other Requirements

• NYC-based or able to work regularly (4 times a week) from our NYC office in 1 Penn Plaza
• Willingness to travel for conferences, client meetings, and events (20–30%).

Why Join Justt

• Build in a growing category with a massive TAM and urgent customer pain.
• Work directly with CRO, CKO, SE leadership, and cross-functional executives.
• Contribute to a global team changing how merchants manage disputes.
• High impact, high ownership, and a clear path to career acceleration.

About:

Karbone Research is now Noreva. Noreva empowers energy and commodity producers, buyers, developers, traders, and investors to value assets, settle deals, stress-test capital structures, and build confident strategies - all in one customizable platform.

Noreva is excited to be hiring for a Sales Executive position. This role represents an opportunity to join the team driving the commercial expansion of Noreva’s data and research products within Karbone’s broader ecosystem.

Responsibilities:

• Own and execute the full sales cycle for Noreva’s subscription-based data products and bespoke market research engagements across energy transition markets (Power, Capacity, RECs/EACs, Renewable Fuels, etc.).
• Drive new business development through targeted outreach, email sequencing, cold-calling, LinkedIn engagement, and referral generation
• Build and maintain strong relationships with investors, financial institutions, corporates, and public-sector stakeholders.
• Represent Noreva at industry conferences, webinars, and networking forums to strengthen market presence and originate new client relationships
• Provide market and client feedback to inform product development, pricing strategy, and future data offerings.

Qualifications:

• 1-3+ years of B2B sales experience, ideally in renewable energy, environmental, or related commodity markets.
• Proven record of exceeding targets and building revenue streams in new markets.
• Experience selling subscription services, including data and/or platform solutions
• Skilled in managing the full sales cycle, from prospecting and pitching to closing and account management.
• Strong understanding or interest in commodity markets, renewable energy, and environmental products (e.g. RECs, etc.)
• Excellent communication and relationship-building skills.
• Willingness to travel for client meetings and industry events.

The base salary for this position is estimated to be between $80,000-$120,000. Total compensation includes bonus and comprehensive benefits.

Account Manager – Marketing

Location: New York, NY

Schedule: On-site

Department: Marketing

We are seeking a driven, strategic, and detail-oriented Account Manager to join our Marketing team. This is an exciting opportunity for someone who thrives in fast-paced environments and wants to play a central role in delivering high-impact, integrated marketing initiatives. As an Account Executive, you will serve as a key liaison across teams—managing campaigns, aligning stakeholders, and helping execute programs spanning social media, web, and video content.

You will collaborate with internal partners, agency teams, and external vendors to ensure all deliverables meet brand standards, are completed on time, and support broader business objectives.

What You’ll Do

• Serve as the primary point of contact for internal stakeholders, agency partners, and external creative collaborators.
• Manage timelines, approvals, expectations, and deliverables across multiple teams and vendors.
• Oversee the end-to-end execution of social media campaigns and video content, ensuring projects remain on-brand and on schedule.
• Update and manage website content through WordPress, including layout adjustments and content publishing.
• Identify potential roadblocks early and proactively problem-solve to keep projects moving efficiently.
• Maintain organized systems to track assets, feedback, project status, and final deliverables.

What We’re Looking For

• 3–5 years of experience supporting or managing accounts, ideally with Fortune 500 brands or within highly regulated industries (financial services, healthcare, pharma, nonprofit, etc.).
• Strong understanding of social media, digital marketing, and video production workflows.
• Experience with WordPress or comparable CMS platforms.
• Excellent verbal and written communication skills with the ability to manage cross-functional stakeholders.
• Highly organized, detail-oriented, and comfortable managing multiple projects simultaneously.
• Familiarity with project management tools (Airtable preferred).
• Understanding of compliance processes or legal review workflows is a plus.

Why This Role

• Work closely with high-performing marketing, creative, and operational teams.
• Gain hands-on experience managing end-to-end marketing initiatives for high-profile brands.
• Build cross-functional relationships and strengthen your strategic and operational marketing skills.
• Contribute to impactful work across digital, social, and multimedia channels.

One of the largest Private Equity firms is seeking an experienced Director to join its Global Wealth Solutions business, leading the region’s wealth investor servicing efforts from our New York office. This individual will oversee:

• The platform onboarding and servicing team, which supports private wealth platform home offices (wirehouses, banks, independent broker-dealers, and RIAs), and
• The advisor and relationship-manager servicing teams, which handle day-to-day inquiries and broader relationship management for financial advisors and their clients.

RESPONSIBILITIES

• Lead, develop, and scale the Americas wealth servicing organization, ensuring best-in-class operational support and client service for all clients.
• Provide strategic input into the design, evolution, and execution of the wealth servicing model across the Americas.
• Provide strategic input into the design, evolution, and execution of vehicle structuring, launches, and support models.
• Streamline and enhance pre- and post-sale processes to support the sales organization, including full ownership of launch and post-launch investor servicing initiatives.
• Partner on key cross-functional projects that advance the team and Client Operations priorities, including new product initiatives, expanded distribution relationships, and broader business strategy.
• Serve as a senior point of contact for wealth platform partners; oversee onboarding for both open-ended and closed-ended offerings.

QUALIFICATIONS

• 10–15+ years of directly relevant experience in investor relations, client service, or operational leadership within asset management or a related financial services environment.
• Proven track record supporting a leading asset manager, ideally across multiple asset classes.

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk. We’re rethinking the tools institutional investors rely on— and we’re hiring an exceptional Sales Development Representative to help drive that transformation.

As a Junior Account Executive at Arcana, you’ll play a foundational role in building our client base and shaping the future of institutional analytics. You’ll identify, research, and engage prospective clients across the hedge fund and asset management ecosystem—partnering closely with sales, marketing, and product to open high-value opportunities and define how we reach new clients.

If you’re looking to rocket-ship your career and work alongside a top-performing sales team (ex-MSCI, AlphaSense, Visible Alpha), we’d love to talk. To apply, send your best pitch (under 200 words) & resume to

Responsibilities

• Identify and research target hedge funds, asset managers, and allocators to build high-quality prospect lists
• Engage prospective clients through personalized outreach (email, LinkedIn, calls) to introduce Arcana and qualify interest
• Collaborate closely with Sales Directors to develop account strategies and book qualified discovery meetings

Requirements

• 2+ years of experience in a client-facing role within financial services or enterprise SaaS, with direct exposure to institutional clients (hedge funds, asset managers, allocators, etc.)
• Familiarity with portfolio analytics, investment concepts, and institutional workflows (e.g. attribution, alpha/beta, drawdowns, correlation, etc.)
• Excellent written and verbal communication skills—able to engage hedge fund and asset management professionals with credibility
• Self-starter mindset with strong organization, curiosity, and attention to detail
• Experience with CRM tools (Salesforce, HubSpot, or similar) preferred
• Prior exposure to hedge funds, asset managers, or investment technology is a plus

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field
• CFA, FRM, or MBA is a strong plus
• Experience with Bloomberg, FactSet, or portfolio analytics platforms is helpful
• Familiarity with equity risk models and factor-based investment frameworks is helpful

Compensation

• Competitive base salary
• Performance-based bonus tied to key sales metrics, including number of qualified meetings booked, pipeline created, and conversion to revenue

Global Strategic Account Manager - Data & OTC Solutions
A leading global provider of market infrastructure and data solutions is seeking an experienced Strategic Account Manager to join its Americas team. This is a high-impact role focused on driving growth across Tier-1 banks and major asset managers, with responsibility for global coverage of a key accounts.

What's the opportunity?
You'll own a portfolio of strategic relationships and play a pivotal role in onboarding a major buy-side clients too. Success means building and executing a clear account strategy, engaging senior decision-makers, and driving complex enterprise deals.

What we're looking for:

• Proven track record in quota-carrying enterprise sales or strategic account management within financial markets.
• Experience selling OTC data, evaluated pricing, or related analytics solutions to Tier-1 banks and/or large asset managers.
• Ability to navigate complex licensing models and negotiate multi-year agreements.

Why this role matters:
Our client is a recognized leader in OTC data and analytics. This position offers the chance to influence global strategy, expand relationships with marquee accounts, and deliver measurable impact from day one. You'll join a collaborative team with full support from product, legal, and marketing to help you succeed.

Ideal background:
Candidates coming from Tier-1 banks (market data or enterprise sales teams), interdealer brokers, or leading data vendors. Experience with OTC derivatives, fixed income pricing, and post-trade solutions is highly desirable.

Location & Compensation:
Hybrid role based in New York (3 days in office). Competitive base salary plus performance-based incentives. Year-one quota is prorated based on start date.

If you're ready to take ownership of global strategic accounts and drive growth in a fast-paced, data-driven environment, we'd love to connect. Apply now or reach out for a confidential conversation.

About Us:

At Citizen's Debt Relief, we specialize in helping clients overwhelmed with unsecured debt achieve financial stability. Our team of dedicated professionals is committed to providing personalized solutions that meet the unique needs of each client. We pride ourselves on our client-centric approach and our track record of success within the industry.

Position Overview:

Citizen's is currently looking for highly motivated sales representatives to join our team. This is a position with high earning potential in an industry that is rapidly growing. Our consultants have the ability to make a base salary and uncapped commissions while truly helping our clients change their lives and reach their financial goals.

Responsibilities:

• Make outbound calls to prospects inquiring about debt relief options.
• Identify customer needs, recommend appropriate solutions and guide them through the enrollment process.
• Provide accurate information about our products and services and the consumer credit industry.
• Maintain a supplemental strategy of texting and emailing to increase outreach to potential clients.
• Effectively manage a pipeline of warm leads within Salesforce CRM.
• Follow up with customers to ensure satisfaction.

Qualifications:

• Excellent understanding of financial concepts and the consumer credit industry.
• Exceptional communication and interpersonal skills.
• Ability to work independently and manage multiple tasks simultaneously.
• High level of integrity, professionalism, and confidentiality.
• Strong sales skills and the ability to maintain a successful outreach strategy.
• Salesforce experience a plus
• Bachelor's degree preferred.

What We Offer:

• Competitive salary and performance-based incentives.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Opportunities for professional growth.
• A supportive and collaborative work environment.

How to Apply:

If you are a motivated sales professional with a passion for helping individuals achieve financial freedom, we would love to have you join our team! Please submit your resume outlining your experience and qualifications for our review and we will reach out to you regarding next steps.

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance
• Health savings account
• Commuter Benefits
• Paid time off

Citizen's Debt Relief is an equal-opportunity employer.

• 401k with 4% Employer Match!
• Strong Career Growth and Development with Established RCM Leader.
• Expanding, stable healthcare organziation with locations throughout NYC Metro, NJ, and CT.
• Collaborative culture with friendly team
• Family environment where everyone will know your name

• 1+ year of Medical Coding in Outpatient Setting - Surgical Coding Ideal
• CPC Required
• Ability to utilize insurance websites proficiently
• Microsoft Office Suite: Word, Excel, Outlook, PowerPoint
• Works with Electronic Health Records

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.