Banking and Financial Services Jobs in Newark, NJ
39 positions found
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
- Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days’ vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
PAY: Target base salary range is $19.00-$23.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Job Title: Wordings Manager - Specialty Risks
Division: Specialty Risks
Reports To: As per Beazley's organisation chart
Key Relationships: Business Management, Specialty Risks Underwriters, Compliance, Innovation and Product Development and all other relevant stakeholders
Job Summary: Provide underwriting and wordings support to assigned Specialty Risks teams or focus groups and general support across Specialty Risks and other Beazley trading teams as necessary.
FLSA Status: Exempt
Key Responsibilities:
Wordings:
* Primary focus is on drafting policy wordings and endorsements to support business/underwriting objectives of the assigned Specialty Risks team/focus group.
* Assist the focus groups in addressing coverage issues raised in the underwriting and negotiation process to assist in successful closing of business opportunities.
* Assist the focus groups in achieving sales and service goals by providing high quality and timely response to queries raised.
* Providing support on underwriting, product development, and coverage issues.
* If qualified, review confidentiality agreements and warranty statements as needed for US/UK/RoW Specialty Risks Underwriters in order to engage in the underwriting process.
* Assist Specialty Risks underwriters in addressing bespoke coverage requests; requires interaction with Brokers, Insureds, other key external stakeholders (i.e. insured counsel).
* Managing the NDA process and manage and train wordings analysts work with NDAs.
* Managing the Endorsement process in the US and RoW.
* Manage the US, UK and RoW Product Development and Product Delivery process which includes: product development, drafting, addressing questions and objections from state departments of insurance when necessary for US platform products.
* Manage the US admitted filings and supporting the filing process for wordings and endorsements.
* Coordinate projects and work collaboratively with other key stakeholders internally, including but not limited to Compliance, Claims, Conduct Risk, UW Controls and Operations, Specialty Risks, Marketing and IT.
* Monitor competitive landscapes for the continuous improvement or wordings and underwriting controls.
* Participate in Team/Focus Group Business Planning, Away Days, Broker/Client meetings and other Marketing events, as required and appropriate.
* Provide assistance with additional projects and/or legal services (if qualified) for Business Management, Specialty Risks or other Beazley teams, as needed.
* Monitor claims developments and impact of wording on claims.
General
It is important that within all your interactions both internally and externally you adhere to Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing - as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers. We also expect Beazley employees to:
* Comply with Beazley procedures, policies and regulations including the code of conduct which incorporates the PRA and FCA Conduct.
* Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.
* Display business ethics that uphold the interests of all our customers.
* Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.
* Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management.
* Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups.
Personal Specification:
Education & Qualifications
* Undergraduate degree or Law degree preferred
Skills & Abilities
* Organized and detailed oriented
* Computer skills - good working knowledge of MS office
* Ability to communicate effectively with others, both verbally and in writing
* Self-motivated team worker who is also able to work on own initiative
* Proven ability to manage time, meet deadlines, and prioritise
* Able to maintain standards and professionalism during periods of fluctuating workloads
Essential Criteria
* Relevant professional level experience required
* Insurance-related experience preferred
* Strong client service skills required
Aptitude & Disposition
* Task-focused, self-motivated and flexible
* Consistently professional approach
* Able to successfully interact with managers/underwriters/colleagues/external suppliers
* Positive, enthusiastic and service oriented
Competencies
* Achievement orientation
* Analytical thinking
* Information seeking
* Customer focus
* Team working
* Initiative
* Problem solving
* Detail oriented
Who We Are:
Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build - to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.
Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.
Our Culture
We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world. Employee's diversity, experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.
- Be bold
- Strive for better
- Do the right thing
Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us - our ambitious inclusion & diversity and sustainability targets are testament to this.
We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success.
Explore a variety of networks to assist with professional and/or personal development. Our Employee Networks include:
- Beazley RACE - Including, understanding and celebrating People of Colour
- Beazley SHE - Successful, High potential, Empowered women in insurance
- Beazley Proud - Our global LGBTQ+ community
- Beazley Wellbeing - Supporting employees with their mental wellbeing
- Beazley Families - Supporting families and parents-to-be
We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as:
- Internal Pathways (helping you grow into an underwriting role)
- iLearn (our own learning & development platform)
- LinkedIn Learning
- Mentorship program
- External qualification sponsorship
- Continuing education and tuition reimbursement
- Secondment assignments
The Rewards
- The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization
- Attractive base compensation and discretionary performance related bonus
- Competitively priced medical, dental and vision insurance
- Company paid life, and short- and long-term disability insurance
- 401(k) plan with 5% company match and immediate vesting
- 22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs
- Up to $700 reimbursement for home office setup
- Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance
- Up to 26 weeks of fully paid parental leave
- Up to 2.5 days paid annually for volunteering at a charity of your choice
- Flexible working policy, trusting our employees to do what works best for them and their teams
Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $100,000-110,000 per year plus discretionary annual bonus.
Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.
Immediate need for a talented Oracle ERP Consultant. This is an 18 months contract opportunity with long-term potential and is in Jersey City, NJ (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID: 26-05896
Pay Range: $60 - $75/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 Requirements and Technology Experience:
- 7-8 years in Oracle Cloud ERP Financial Implementations.
- Deep knowledge in Oracle Accounts Payable (AP), FA, Business Process Workflows (BPM), Subledger Accounting ( SLA), Financial Reporting solutions (BIP/OTB/Analytics) and Application Integration.
- Strong technical skills in SQL, PL/SQL, Shell Scripting, Data Analysis, troubleshooting, and custom development. Hands on experience designing and developing integrations and technical solutions using VBCS, OIC, REST/SOAP API, FBDI/ADFD)
- Design and develop custom report, BIP Reports, OTBI dashboard
- Proven ability to troubleshoot and resolve complex functions and system issues across Oracle ERP Cloud environment.
- Excellent communication and interpersonal skills with the ability to actively engage effectively with business users, functional leads, developers and senior stakeholders.
- Self-starter, handling task independently
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.
By applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
Job Summary
Our Administrative Assistants provide high-quality, proactive administrative support within a fast-paced, team-oriented environment. This role partners closely with business leaders, firm executives and assistant colleagues to ensure seamless calendar management, meeting coordination, travel logistics, and day-to-day operational support, while exercising sound judgment, discretion, and professionalism at all times. Coverage needs may evolve based on business priorities and location.
Key Responsibilities:
Administrative & Business Support
• Serve as a trusted administrative partner, supporting multiple executives and their teams as needed
• Provide day-to-day administrative and operational assistance, including documentation, records management such as filing and scanning, time entry, invoices, and ad hoc projects.
Calendar, Meetings & Communications
• Proactively manage dynamic & complex calendars across multiple time zones, prioritizing meeting requests and coordinating internal and external meetings, conference calls, and video conferences.
• Act as a primary point of contact for scheduling communications, including high volumes of phone calls, ensuring timely, accurate messaging and professional interaction with senior leaders and clients.
• Coordinate meetings onsite as well as externally, working with conference services to secure rooms, arranging catering, registering guests, and ensuring materials are prepared.
Travel & Expenses
• Arrange domestic and international travel, including flights, accommodations, ground transportation, and visa procurement as required.
• Prepare and submit expense reports and process related invoices in a timely and accurate manner, utilizing approved expense platforms.
Compliance & Confidentiality
• Handle highly confidential and sensitive client and business information with discretion and sound judgment.
• Adhere to compliance requirements and obtain necessary approvals in accordance with firm policies.
Skills & Qualifications Required:
• Demonstrated experience providing administrative support to executives or senior professionals in a complex environment, preferably within financial services, the private sector, or government.
• Strong interpersonal, written, and verbal communication skills, with the ability to collaborate effectively across local and global teams.
• Proven ability to remain calm, organized, and responsive while managing competing priorities in a fast-paced, high-volume environment.
• Exceptional attention to detail, organizational skills, and follow-through, with strong anticipation and problem-solving capabilities.
• High degree of professionalism, integrity, and diplomacy.
• Proactive, reliable, and adaptable team player with a positive attitude and willingness to support where needed.
• Strong proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and Zoom.
• Familiarity with expense platforms such as SAP Concur.
Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.
Applicant Privacy Disclosure
We collect personal information from applicants during the recruiting, pre-offer, and offer process.
During the recruiting, pre-offer process and offer process, we may collect the following categories of personal information:
- Identifiers, such as name, address, and email address.
- Professional and Employment-Related Information, such as resume, work history, education, and qualifications.
- Information Voluntarily Provided by You in connection with the recruiting and pre-offer process.
- Sensitive Personal Information, where legally permitted and necessary, such as Social Security number and date of birth.
Personal information is collected and used for the following business purposes: evaluating qualifications and eligibility for employment; communication regarding the recruitment and application process; verifying eligibility for employment; and complying with applicable legal, regulatory, and contractual obligations.
Personal information is collected and used only as necessary, and we are committed to data minimization, privacy, and providing equal employment opportunities. We are an international organization, and personal information may be accessed or processed by authorized personnel or service providers located outside the United States, subject to appropriate safeguards. We restrict use and access to personal information to authorized personnel and service providers with confidentiality and data security obligations. We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure.
For information about our privacy practices, please review our Privacy Policy at: you do not consent to the collection of such personal information, please advise us immediately in writing at
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 .
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.
By applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
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
We are currently seeking candidates for an Investment Operations Analyst opportunity with a highly successful Investment Management firm located in New York, NY. The 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.
Compensation: $75,000-$85,000 base salary + bonus
Location: New York, NY
Work-Model: Hybrid or remote flexibility.
Responsibilities:
- 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
Remote working/work at home options are available for this role.
Overview
The Treasury Analyst reports to the Director of Treasury Management Services. Provides financial planning and analysis in the conduct of daily treasury activities. Maintains a solid understanding of AmTrust's mission, vision, and values. Upholds the standards of the AmTrust organization.
This position will require a hybrid schedule (Monday - Thursday in office, Fridays remote) in our Jersey City, NJ or Manhattan, NYC office.
The expected salary range for this role is 58,000 - 75,000.
Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not limited to, candidate skills, experience, education and training, the scope and responsibilities of the role, as well as market and business considerations.
Responsibilities
- Create payments in Kyriba TMS or bank portal, including but not limited to International and Domestic wires, transfers and ACH's.
- Troubleshoot any payment rejections.
- Decision ACH debit and Positive Pay exceptions.
- Assign missing cash flow budget codes & update budget code rules.
- Manually load BAI files not integrated.
- Validate positive pay reconciliation & troubleshoot any errors.
- Daily Cash Management including cash positioning, cash activity and cash flow trend analysis.
- Create short term TMS cash forecasting via system, importing or manually adding estimated forecasts into TMS and analyze actual to forecast comparisons.
- Recommend and support opportunities for process improvements/cost-saving opportunities.
- Answer team email requests and assist with daily treasury investigations for both external and internal inquiries, including audit requests.
- Ensure compliance with internal controls, policies and procedures of cash management activities and stay abreast of financial markets and banking regulations.
- Assist with Treasury related Internal Audit requests.
- Perform automatic bank reconciliation within Kyriba.
- Assist with Accounts Payables.
- Perform other functionally related duties as assigned.
Qualifications
Required:
- Bachelor's degree preferably in finance, accounting, business OR equivalent work experience.
- Strong quantitative AND risk analysis skills.
- Strong analytical, critical thinking AND financial modeling skills.
- Effective written and verbal communication skills, with demonstrated ability to work as a team player.
- Organized and detail oriented.
- Strong time management and organizational abilities to be able to work in a fast-paced environment with little supervision.
- Must be a self-starter
Preferred:
- Preferred 2-5 years of experience in commercial and trust banking, accounting, treasury OR finance environment.
- Experience using Treasury Management Systems AND Banking Software.
- Knowledge and understanding of Treasury Operations and liquidity management including the ability to read and analyze BAI files and cash flows.
- Proficiency in Excel and PowerPoint.
- Knowledge of the Insurance Industry a plus.
- TMS experience
What We Offer
AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. Our benefits include: Medical & Dental Plans, Life Insurance, including eligible spouses & children, Health Care Flexible Spending, Dependent Care, 401k Savings Plans, Paid Time Off.
AmTrust strives to create a diverse and inclusive culture where thoughts and ideas of all employees are appreciated and respected. This concept encompasses but is not limited to human differences with regard to race, ethnicity, gender, sexual orientation, culture, religion or disabilities.
AmTrust values excellence and recognizes that by embracing the diverse backgrounds, skills, and perspectives of its workforce, it will sustain a competitive advantage and remain an employer of choice. Diversity is a business imperative, enabling us to attract, retain and develop the best talent available. We see diversity as more than just policies and practices. It is an integral part of who we are as a company, how we operate and how we see our future.
Overview
As a summer associate, you will be introduced to the skills necessary for a successful insurance career at AmTrust North America by working in our Financial Planning and Analysis team. This role supports financial management for the North America Property & Casualty businesses including timely, accurate, and actionable financial data, business and industry insights, actuarial & underwriting partnership (along with other functional partners), and financial reporting and planning aligned with the development and execution of strategies.
This is your chance to experience AmTrust North America as a potential employer. We will provide you with the tools and resources to be successful. Your internship supervisor and professional mentor will be available to make sure you are benefiting from your experience.
Responsibilities
- Strategic Influence: Participate in the development and execution of strategies that are designed to balance long-term growth, profitability, competitiveness, and risk management.
- Analysis and Support: Support financial analytics and insights, partnering with data, actuarial, the business and matrix partners in support of the management decision process including granular expense analytics.
- Strategic and Operational Planning: Contribute to the business strategic planning process, provide financial forecasting support, and development of the annual plan P&L collaborating with the business leadership teams in conjunction with actuarial and other functional partners.
- Financial Stewardship and Reporting: Analyze and ensure accuracy of reported results, identify drivers of variances to plan, perform analytics of key performance indicators, and provide financial analysis in support of executive reports.
- Management Reporting: Report key business and financial metrics required by executive management, board of directors, rating agencies, investors, and other important contingents.
Qualifications
Required
- Rising Senior (graduating December 2026 or May 2027), or recent grad, with bachelor's degree in related field
- Working knowledge of Microsoft Office
- Effective interpersonal, written and verbal communication skills
- Ability to provide information in a clear, concise manner with an appropriate level of detail, empathy and professionalism
- Ability to build and maintain effective relationships
- Effective analytical skills to gather information, analyze facts, and draw conclusions
- Good negotiation skills
- Minimum 3.0 cumulative GPA; additional requirements may apply
The expected compensation for this role is $25/hour
Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not limited to, candidate skills, experience, education and training, the scope and responsibilities of the role, as well as market and business considerations.
Job Title: Senior Product Analyst – Generative AI (Insurance Platform)
Location: Atlanta, GA or Jersey City, NJ (Hybrid – 2–3 days onsite)
Experience: 7–10 Years
Education: MBA from a US-accredited university (Required)
Role Overview
Seeking a Senior Product Analyst to support the development of a Generative AI–powered insurance platform leveraging LLMs, automation, and advanced analytics to improve underwriting, claims, and servicing workflows.
The role works closely with Product, Engineering, Data Science, and Business teams to translate AI-driven capabilities into scalable, business-aligned solutions.
Key Responsibilities
- Partner with Product Managers to define AI-driven product features and roadmap priorities
- Translate business processes into PRDs, user stories, and functional requirements
- Identify GenAI use cases such as document summarization, intelligent Q&A, data extraction, and workflow automation
- Collaborate with Data Science and Engineering teams on model evaluation and product requirements
- Facilitate stakeholder workshops and support Agile/Scrum delivery
- Present product insights and recommendations to leadership
- Support AI governance, compliance, and risk frameworks
Required Qualifications
- 7–10 years in Product Strategy, Business Analysis, or Product Operations
- MBA from a US-accredited university
- Experience in the Insurance domain (P&C, Life, or Specialty)
- Strong requirements documentation and stakeholder management skills
- Experience working in Agile product environments
- Understanding of AI/ML concepts, particularly Generative AI and LLMs
Preferred Qualifications
- Experience with AI copilots or automation platforms
- Exposure to insurance core systems and enterprise data ecosystems
- Familiarity with AI governance and regulatory frameworks
We are seeking a Portfolio Manager to lead and oversee a portfolio of strategic initiatives supporting corporate systems, including HR, Legal, and Risk functions. This role will drive governance, execution oversight, prioritization, and reporting across multiple concurrent projects, ensuring alignment with business objectives and regulatory requirements.
The ideal candidate thrives in a fast-paced financial services environment and brings strong portfolio management discipline, executive communication skills, and the ability to drive cross-functional alignment.
Key Responsibilities:
- Manage and oversee a portfolio of corporate systems initiatives, ensuring projects are aligned to strategic priorities and delivered on time and within scope.
- Establish and maintain portfolio governance frameworks, including intake, prioritization, stage gates, and executive reporting.
- Drive cross-functional coordination across HR, Legal, Compliance, Risk, Technology, and Finance stakeholders.
- Provide clear, concise reporting on portfolio health, risks, dependencies, budget, and resource capacity to senior leadership.
- Identify and proactively manage risks, issues, and interdependencies across programs and projects.
- Facilitate steering committees and governance forums, ensuring decisions are documented and actioned.
- Implement and continuously improve portfolio management best practices, tools, and KPIs.
- Support financial oversight of the portfolio, including budget tracking, forecasting, and business case validation.
- Ensure initiatives meet regulatory, audit, and compliance standards within a financial services environment.
- Foster strong stakeholder relationships and drive accountability across delivery teams.
Required Qualifications:
- 7-10 years of experience managing a portfolio of projects and/or enterprise programs.
- Proven experience establishing and running portfolio governance and reporting frameworks.
- Strong executive presence with excellent written and verbal communication skills.
- Demonstrated ability to operate effectively in a fast-paced, highly regulated financial services environment.
- Experience supporting corporate systems functions such as HR, Legal, Compliance, and/or Risk.
- Strong financial acumen, including budget management and portfolio forecasting.
- Ability to drive alignment across cross-functional teams.
An actuarial intern at Howden Re is a member of an energetic, quantitative, client-facing team that specializes in creating and executing P&C reserve solutions including creating client submissions, working on loss portfolio transfers, and capital modeling. The team is small but diverse with unlimited opportunity to learn, advance, and take on responsibility.
Actuarial analyst interns are expected to develop proficiencies in completing standard analyses, while also taking part in more advanced analyses as needed. You will be familiar with Howden Re's tools and approach, contribute to their development and present solutions and services to our clients.
Primary Responsibilites:
- Work across analytics, brokers, and other functions to identify and respond to client needs and develop additional opportunities related to products and services
- Data collection and manipulation in spreadsheets and other database applications
- Prepare client-ready presentations to communicate analysis results to brokers and clients
- Understand reinsurance contracts and products (terminology, terms and conditions)
- Manage workflow proactively and take initiative on internal projects to improves processes, products or services
- Take ownership and responsibility for quality, accuracy and timely completion of analyses
- Willingness to be part of Howden Re's "Team First" culture and to offer help to others without prompting
Qualifications:
- Pursuing a bachelor's degree from a four-year college or university with a 3.0 or higher graduating GPA; advanced degree is a huge plus
- 0-2 years of experience in the (re)insurance industry
- Actuarial exam(s) are a plus
- A strong aptitude for analysis, database management and programming skills; those with a minor in computer science or have completed at least 2 programming classes are strongly preferred
- Good Microsoft Office skills (Excel, Word and PowerPoint)
- Initiative and an eagerness to drive projects to a successful conclusion
- Willing and able to act as a team player
- Legally authorized to work in the United States
This is an in-person opportunity based in New York, NY running from early June through early August 2026.
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Stock Transfer - relationship manager with at least 2 years of experience in the securities industry. This is a hybrid position in downtown NYC. The account manager (“AM”) acts as the relationship manager for a book of accounts that has engaged Continental as its transfer agent.
Responsibilities include the following:
- Liaise with the issuer contact, corporate counsel and or other authorized corporate staff in coordinating corporate actions/events and handling shareholder issues
- Ensure client retention by periodically contacting the client, cross selling other products and providing cost effective and industry trend solutions to their needs
- Coordinate corporate actions/events with other internal departments and communicate the corporate action/event to all departments
- Coordinate corporate actions/events with outside regulatory agencies such as FINRA, DTCC, NYSE etc.
- Control receipt of invoice receivables
- Ensure compliance with regulatory mandates that protect the issuer as well as the shareholder
- Ensure and collect all required documentation for all appointments and corporate events mandated by internal protocol, SEC and IRS requirements
- Assist in the coordination, attendance or act as Inspector of Election at annual/shareholder meetings
- Coordinate new appointments and terminations with successor agents or prior agents
- Perform periodic account reviews per the Account Review Procedure and KYC requirements
Qualifications:
- Strong verbal, written, and presentation skills
- Working knowledge of transfer agent operations, including escheatment, proxy, dividends, and IRS tax reporting and other industry standards to be able to assist the customer
- Proficiency in Microsoft Excel and Word to properly document reports and other communication that may be required
- Ability to collaborate with clients, internal teams, and regulatory agencies effectively
- Attention to detail and commitment to regulatory compliance
Salary will be determined upon experience.
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
