Banking and Financial Services Jobs in Queens New York
132 positions found — Page 2
The Media Supervisor is responsible for the negotiation and placement of all media for existing clients. As a Supervisor, you are responsible for all video, FEP, and advanced TV negotiations and account maintenance. The Supervisor will be part of a team assigned to specific clients and help manage the account from the start of negotiations to the final campaign wrap up and help manage a team of buyers assigned to the accounts. The Supervisor will mentor and train assistants and buyers. The successful candidate must also be a creative thinker, incorporating the latest media trends and innovations, including streaming video and online video. The Supervisor will learn to deal effectively with clients and work closely with our planning group in managing budgets, developing strategies, negotiating media buys, and executing customized enhancements. It is imperative that this candidate follows technology and creative work to stay on top of pertinent information and trends.
Responsibilities
- The Video Investments Supervisor will manage all aspects of the national buying process, including the development of branded content, detailed audience tracking, strategic negotiations, and tactical scheduling.
- Execution of Data-driven and Addressable TV and Video campaigns when applicable.
- Must deal effectively with clients and work closely with our media planning group in developing strategies and customized enhancements.
- The ideal candidate will also have some experience dealing with other outside agencies or have the desire to oversee partner agencies.
- Creative right brain thinker with a keen business sense.
- Ability to mentor, train and supervise the younger members of the team.
- Understands how to determine best KPI for client objectives and main metrics to evaluate for best KPI return. Can successfully pull in past or projected campaign metrics to support media recommendation
- Forms strong relationships with media vendors.
- Researches and reports on trends, innovations, and changes that affect media buying.
- Ability to present in person and virtually.
- Maintains Strong client relationships developed by participating in regular client/agency meetings.
- Ability to lead team in developing buys that are strategic, deliver on client objectives and meet goals.
- Ensure proper delegation and workflow for team on all projects
- Supports and delivers on MAGNA agency-wide media partnerships targets in a way that benefits client in a cost effective way.
Required Skills & Experience
- Passionate about advertising and the ability to spread that passion to others
- Solid experience in developing, negotiating and executing National TV, Video and Digital Streaming campaigns
- Exposure to advanced TV and alternative currencies
- Multi-screen negotiation experience key
- Personal Computer proficiency; MS Office preferred including MS Outlook.
- Solid math and computer skills required, along with excellent writing skills.
- Experience with media buying and media research software
- Skilled communicator
- Ability to present to an audience
Desired Skills & Experience
- 3+ years of agency experience preferred
- Bachelor's degree in business administration/marketing preferred.
- Advanced Excel and PowerPoint skills preferred.
- Some management or supervisory experience preferred.
Wage and Benefits
We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family.
The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee's/applicant's skill set, level of experience, and qualifications.
Employment Transparency
It is our policy to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions.
For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position with Mediabrands, please email .
Salary Range$80,000β$90,000 USD
Commercial Regulatory & Compliance Associate
A leading alternative finance platform is seeking a hands-on legal/compliance associate to support its commercial business. This role sits close to the deals and involves direct counterparty interaction, transaction diligence, and ongoing compliance oversight. Ability and experience participating in client calls, negotiations, staying on top of compliance and tracking documentation, and supporting regulatory and risk requirements across financing transactions. The ideal candidate thrives in a fast-paced environment, exercises strong business judgment, and takes ownership of processes from start to finish.
Qualifications:
β’ 3β10 years of experience in regulatory, compliance, or commercial finance
β’ Exposure to alternative lending or commercial receivables preferred
β’ Strong communication, organization, and follow-through skills
β’ J.D. preferred; Bachelorβs required
We represent a global investment manager looking to hire an attorney with 5-8 years of experience to provide legal advice in connection with all aspects of product development, launch and maintenance of private funds, including drafting, reviewing and negotiation of associated documentation.
- Provide advice on structuring and execution of fund investments.
- Draft, review and negotiate advisory and sub-advisory agreements for institutional and intermediary asset management business.
- Draft, review and negotiate vendor, confidentiality and other third party agreements.
- Review and negotiate investment documentation, including brokerage and trading agreements.
Basic Qualifications
- JD with 5-8 years asset management legal experience, including significant experience with private funds.
Preferred Qualifications
- Working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940 and ERISA.
- Experience with credit funds. Law firm experience.
- Experience with structuring and execution of fund investments.
- Interest in and ability to work collaboratively in a global organization.
- Strong written and verbal communication and interpersonal skills.
- Law firm experience.
We represent a global asset manager looking to hire an attorney with 3-9 years of Private Equity/Investment Management experience to provide advice, support and research on a broad variety of legal, regulatory and general corporate matters for their institutional asset management business. The position will support two registered investment advisers focused on private equity fundraising and investing. This is an exceptional opportunity for a well-rounded investment management attorney who enjoys working on many different sophisticated matters and wants substantial business team and client contact.
Responsibilities: Provide legal advice relating to fund and separate account formation, as well as investment advisory services to private equity funds and institutional separate account clients.
The ideal candidate will have over 15 years of investment management experience, strong leadership skills, and a Bachelor's degree in Finance or Economics.
This role includes strategic oversight of portfolios, risk management, and team leadership.
The company promotes a culture of work/life balance and embraces diversity in the workplace.
#J-18808-Ljbffr
**Job Description
**Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions.
Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.Prosperity- An EisnerAmper Company is seeking a Chief Investment Officer who will be the firmβs strategic investment leader, responsible for shaping longβterm investment direction, driving platform innovation, and ensuring portfolios reflect the firmβs taxβaware philosophy.
The CIO leads and oversees the Investment Committee, sets investment policy, and guides firmwide research, asset allocation, and manager selection.
This role partners closely with executive leadership to align investment strategy with organizational goals and growth initiatives while developing and mentoring a highβperforming investment team.## What it Means to Work for Prosperity:
* You will have the flexibility to manage your days in support of our commitment to work/life balance
* You will join a culture that has received multiple top βPlaces to Workβ awards
* We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
* We understand that embracing our differences is what unites us as a team and strengthens our foundation
* Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work## What Work You Will Be Responsible For:
* Investment Committee Leadership: Chair and oversee the Investment Committee; set agendas, lead deliberations, document decisions, and ensure governance standards are upheld.
* Strategic Investment Direction: Define and evolve the firmβs longβterm investment roadmap, ensuring alignment with client needs, market conditions, and firm strategy.
* Portfolio Oversight: Oversee model portfolios and discretionary strategies; ensure consistency with investment philosophy, client objectives and regulatory requirements.
* Research and Selection: Lead due diligence, selection, and monitoring of external managers, ETFs, mutual funds, and alternative investments.
* Risk Management: Establish and monitor risk limits, stress testing, and performance attribution processes.
* Team Leadership: Manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent.
Prior integration and project management experience a plus.
* Client and Advisor Engagement: Present investment strategy and performance to internal advisors and clients; support business development efforts.
* Public Speaking and Thought Leadership: Represent the firm at conferences, client events, and industry panels; develop thought leadership content to support business development and advisor education.
* CrossβFunctional Collaboration: Partner with operations, trading, planning, and executive leadership to ensure seamless implementation and support firmwide initiatives.
* Governance and Compliance: Maintain investment governance standards and ensure adherence to regulatory requirements.## Basic Qualifications
* Bachelorβs degree in Finance, Economics, or related field.
* 15+ years of progressive investment management experience, including leadership of investment teams.## Preferred/Desired Qualifications
* Demonstrated experience in portfolio construction, manager selection, and risk management.
* Strong knowledge of tax-aware portfolio construction and tax-efficient implementation techniques.
* Excellent communication skills with experience presenting to senior executives, advisors, and clients.
* Chartered Financial Analyst (CFA) designation.
* Prior experience as a Director of Investments, Head of Investments, or equivalent senior investment leadership role.
* Experience managing multi-asset and alternative strategies within an RIA or wealth management environment.
* Familiarity with portfolio management systems, performance attribution tools, and trading platforms.EisnerAmper is proud to be a merit-based employer.
We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.## About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world.
We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.Should you need any accommodations to complete this application please email: #LI-JR1## Preferred Location:Iselin
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Inside Sales Representative
Location: Manhattan, NY | Full-Time | Unlimited Earning Potential
Uncapped Commission | Warm Leads | Career Growth | Award-Winning Culture
Drive Your Success with Big Think Capital
You know how to sellβhow to connect, close, and perform. Now itβs time to bring your talent to a company that matches your ambition and rewards your results.
At Big Think Capital, we help small and mid-sized business owners nationwide access the funding they need to grow. As a Funding Associate, youβll join a fast-paced inside sales team built for performance, backed by warm leads, advanced tools, and a culture that celebrates success.
About Big Think Capital
Weβre a top-rated business lending marketplace with over $1 billion funded and 25,000+ businesses servedβand weβre just getting started.
- Named Top Business Lending Firm of 2024 by Financial Services Review
- #1 Finance Broker on Trustpilot
- Certified Great Place to Work
- A culture of collaboration, accountability, and growth
The Role: Funding Associate (Inside Sales)
As a Funding Associate, youβll consult with business owners, match them with the right funding solutions, and guide them through the process from first contact to close. Youβll work exclusively with warm, pre-qualified leadsβno cold callingβand leverage our proven sales infrastructure to achieve your goals.
This role offers the earning potential of a high-performance sales floor with the stability and support of an established leader in business finance.
What Youβll Do
- Engage and convert warm inbound leads from business owners nationwide
- Build relationships, identify funding needs, and present tailored financial solutions
- Manage a full sales pipeline and close deals efficiently and ethically
- Deliver consultative sales experiences that build trust and long-term relationships
- Collaborate with leadership and peers to enhance performance and process
- Consistently meet and exceed performance goals
What Weβre Looking For
- 2β7+ years of sales experience (inside sales, lending, or financial services preferred)
- Proven ability to meet or exceed sales targets in a fast-paced environment
- Exceptional communication, negotiation, and relationship-building skills
- Self-motivated, entrepreneurial, and goal-driven mindset
- Team player who thrives in a collaborative, performance-driven culture
- Familiarity with financial products or B2B sales is a plus
What Youβll Get
- Uncapped commission β you control your income
- Competitive base salary plus aggressive commission structure
- Warm inbound leads and curated prospecting lists
- Full benefits package β medical, dental, vision, PTO, 401(k), and more
- Continuous training, mentorship, and professional development
- Modern office environment with advanced CRM tools and sales technology
- Clear path to advancement into senior and leadership roles
Join a Team Where Success Pays Off
At Big Think Capital, your results drive your rewards. Youβll have the tools, support, and opportunity to scale your careerβand your incomeβwithout limits.
If youβre ready to join an award-winning sales organization where performance is recognized and success is inevitable, this is your next big move.
Apply today and take your career to the next level with Big Think Capital.
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 $75,000β$85,000 (depending on experience) + bonus. This position supports a 100% remote work model, based out of New York, NY.
Responsibilities:
- Maintain and validate cash transactions through accurate data entry in the portfolio accounting system.
- Manage trade data flow from trading desks, ensuring settlement details are received, verified, and properly recorded.
- Oversee the seamless integration of trade information into the accounting platform and ensure timely reporting to custodians.
- Support the maintenance of securities master data, including accurate security attributes and market pricing for reliable valuation and performance reporting.
- Perform daily reconciliations of holdings and transactions across internal systems and custodian records, documenting and promptly resolving discrepancies.
- Generate and distribute reconciliation reports for internal teams and external stakeholders using various system tools.
- Produce standard and ad hoc reports to support internal operations and meet external client or regulatory requirements.
- Build and maintain strong relationships with vendors, custodians, and financial institutions, proactively addressing service issues and monitoring industry developments.
Qualifications:
- Bachelor's degree in Finance, Economics, or Business.
- 3+ years of experience in investment operations, with a strong focus on reconciliations.
- Proficiency with Microsoft Excel for data analysis and reporting.
- Solid understanding of fixed income and equity securities.
- Strong analytical thinking, problem-solving abilities, and organizational skills.
- Excellent written and verbal communication skills, with the ability to efficiently manage a high volume of email correspondence.
- Ability to work independently with minimal supervision, while also thriving in a collaborative remote or hybrid team environment.
If you are interested in learning more about this opportunity, please send your resume to .
Title: Senior Associate, Private Equity
Several investment professional opportunities at the Senior Associate level for NY based Middle Market and Lower Middle Market Private Equity and Growth Equity firms. Sector focus across industries, with spikes in Healthcare, Technology, Business Services, and Consumer.
Firm names are confidential. Detailed job description will be provided to individuals who meet the following criteria:
- Minimum 4 years professional experience, with at least 2 in relevant PE or Growth Equity investing roles (ideally 2 in investment banking, and 2 in PE or growth).
- Currently based in or able to relocate to New York area
- Sector experience across healthcare, technology, business services and/or consumer
Strong industry experience is required for the successful candidate for this role.
RESPONSIBILITIES: Financial department lead to coordinate among development, operations, risk management, executive and other departments Planning, managing and coordinating all financial functions.
Experience leading negotiations or at minimum communications with surety and banks Provide timely and accurate analysis of budgets-results and forecasts.
Manage and review all transactional accounting areas: including but not limited to AR, AP, Payroll and Job Costing.
Drive and manage the close process based on monthly, quarterly and annual financial reporting requirements.
Evaluate and improve all financial policies, controls and processes that will position for efficient and effective continued growth.
Evaluate opportunities for process improvement and implementation of best methods and practices.
Manage, monitor, and evolve the financial systems of the organization along with the CEO and Executive Team to support the firm's overall short and long-term strategic objectives.
Along with Human Resources support, hire, train, manage, mentor and review work of staff.
Work with other members of management for best Employment practices.
Administer and perform Credit/Collections activity with Operations and Accounting staff.
Close coordination, collaboration and partnership with project management leaders.
Project set up, tracking and analysis on an ongoing basis.
Work with Director of Operations and the Project Management teams generating cost reports, analyzing Work in Progress reports and producing financial forecasts or projections.
Complete the timely preparation of all tax related issues and filings.
Prepare regular, and ad-hoc, reporting, forecasting and analysis.
Be a business partner to Ownership, and other functional leadership, providing financial and strategic decision support.
Coordinate and analyze internal and external financial statements (financial performance, projections and other special projects as required).
Coordinate the annual budget process, present budget and prepare short and long term financial forecasts.
Oversee regulatory reporting and accounting policies and procedures.
Manage all Audits (Financial, Insurance, Corporate, CCIP, 401K, Sales tax) REQUIREMENTS: BA/BS Degree in Accounting, Finance or related field β MBA, MS or CPA is desirable.
15 years minimum of related construction accounting experience.
Experience in public accounting
- CPA is desirable.
Solid computer skills, including multiple construction ERPs.
SAGE 300 experience is preferred.
Strong experience with building Construction accounting process and controls.
Experience hiring, training and developing accounting staff and managing employees.
Outstanding communication and team building skills.
Strong accounting acumen as well as superior analytical skills.
Sound technical skills, good judgment and strong operational focus.
To apply directly to this Financial Controller position email your resume to: " "
This Jobot Job is hosted by: David DeCristofaro
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $200,000 - $350,000 per year
A bit about us:
We are a renewable energy leader with a focus on helping utility-scale solar providers generate and produce solar across North and South America! Since our inception, we've been on the forefront of new technology, advancing the way we optimize solar efficiency in the industry. This provides more output and lower costs to the consumer.
If you are interested in the renewable energy space, please read on!
Why join us?
- Lucrative Base + Commission Package!
- Excellent Benefits - 100% Medical Coverage for Employee + Family!
- Generous PTO Package!
- Profit Sharing Bonus!
- Fantastic Culture and Work/Life Balance!
- Room for Advancement!
Job Details
We are seeking a highly motivated and experienced VP of Business Development to join our dynamic team in the Renewable Energy industry. As a key member of the executive team, the VP of Business Development will be responsible for driving the company's growth by securing new clients, maintaining relationships with existing clients, and leading a team to achieve the company's sales targets. This role is ideal for a forward-thinking, strategic leader with a proven track record in B2B sales, particularly in the renewable energy sector including utility-scale solar and wind energy.
Responsibilities
- Develop and execute strategic plans to achieve sales targets and expand our customer base.
- Manage and build a team of Account Executives
- Build and maintain strong, long-lasting customer relationships by partnering with them and understanding their needs.
- Identify emerging markets and market shifts while being fully aware of new products and competition status.
- Effectively communicate the value proposition through proposals and presentations.
- Understand category-specific landscapes and trends, reporting on the forces that shift strategic directions of accounts.
- Prospect for potential new clients and turn this into increased business.
- Work with the team to develop proposals that meet the clientβs needs, concerns, and objectives.
- Handle objections by clarifying, emphasizing agreements and working through differences to a positive conclusion.
Qualifications
- At least 8+ years of executive sales leadership with a focus on B2B sales
- Experience leading and building sales divisions
- Experience within Renewables, Energy, Industrial Data, or Instrumentation experience
- BA/BS degree or equivalent.
- Experience navigating complex and consultative sales cycles
- Willingness to travel 25-50% to client sites and events
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobotβs policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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Remote working/work at home options are available for this role.
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.
Our client is a financial services firm seeking a Recruiting Associate to join the team.
Responsibilities:
- Work closely with candidates, recruiters, and internal stakeholders of all levels to schedule and confirm interviews. These can be virtual as well as face-to-face / on-site interviews
- In charge of helping with operations and process improvements
- Work with senior level members of the HR team to create a positive candidate experience
- Communicate clearly and timely with candidates and hiring managers about schedules and changes if and when they occur
- Manage interview processes in the Applicant Tracking System
- Asisst with working with hiring managers, extending offers, speaking with candidates
- Perform administrative support functions as necessary for the Recruiting team
Qualifications:
- 2+ years of recruitment support experience or HR experience
- Bachelor's degree required
- Experience with a high-volume recruitment process
- Able to prioritize your tasks in an ever-changing, dynamic environment where no day is like the previous.
The annual base salary range is $100,000 to $150,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.
We are seeking a high-caliber Vice President or Senior Vice President to join a leading global alternative asset manager as a Product Specialist. This is a pivotal, client-facing role within the Investment Specialist team, focused on driving fundraising and business development for a premier Infrastructure, Renewable Power, and Energy Transition platform.
As an expert on the firmβs flagship and specialized fund offerings, you will serve as the bridge between the investment desks and the global investor community. This role offers significant exposure to institutional investors, consultants, and private wealth channels across the Americas, EMEA, and APAC.
Key Responsibilities
- Subject Matter Expertise: Act as the primary technical resource for Infrastructure and Transition strategies. Attend internal investment and asset management meetings to translate complex deal flows into compelling narratives for the market.
- Global Fundraising: Lead and participate in global roadshows, investor conferences, and bespoke prospect meetings. You will be a key face of the firm, requiring frequent international travel.
- Strategy & Product Launches: Partner with senior leadership to design and execute fundraising strategies for new product launches, ensuring momentum and high-quality market positioning.
- Investor Relations & Messaging: Collaborate with Relationship Managers (CRMs) to refine product messaging, ensuring it resonates with diverse investor profiles and evolving market conditions.
- Content Partnership: Work closely with Marketing and Fundraise Management teams to create high-impact investor materials, including technical presentations, white papers, and market commentaries.
- Strategic Growth: Support the build-out of new distribution capabilities, researching new markets, investor types, and innovative product structures.
The Ideal Candidate
- Experience: 7+ years of professional experience within Real Assets. Backgrounds in Investing, Asset Management, Investment Banking, or Investor Relations are highly preferred.
- Communication Mastery: Exceptional ability to distill technical, complex investment concepts into clear, persuasive communications for a sophisticated client base.
- Relationship Focus: Proven track record of building and maintaining long-term trust with institutional or private wealth investors.
- Commercial Acumen: A self-starter who proactively identifies market opportunities and possesses the "follow-up" discipline required for long-lead fundraising cycles.
- Collaborative Mindset: Ability to navigate a high-performance, matrixed environment and work seamlessly across investment, marketing, and legal teams.
About Us
At Biz2Credit, we seek individuals who are eager to join a dynamic and innovative fintech company on a mission to transform the lending landscape for small businesses. Our values of Collaboration, Responsibility, Empowerment, Disruption, Innovation, and Trust guide everything we do, and our purpose of helping small businesses succeed drives us forward.
As a company, we believe that with the right tools and support, small business owners can achieve their dreams, and we're here to make that happen. That's why we're dedicated to developing cutting-edge solutions. One of them is our Biz2X platform, a fully configurable SaaS solution that leverages artificial intelligence and machine learning to make lending more efficient, effective, and accessible.
But we're more than just another FinTech company. We're a team of individuals who bring their unique personalities, backgrounds, and experiences to work every day. We believe that diversity makes us stronger, and that's why we value a culture that is inclusive and supportive. We're looking for people who are excited about the opportunity to make a difference, who want to work in an environment that is both challenging and fun, and who are eager to bring their whole selves to work.
So, if you're someone who is eager to join a company that is making a real impact, who values a positive and inclusive workplace culture, and who is ready to be a part of a team that is changing the lending landscape, we want to hear from you. Come join us and be a part of something truly special at Biz2Credit.
About the Role:
The UX Designer will play a key role in shaping the user experience of Biz2X, our enterprise SaaS lending platform used by banks and financial institutions. You will translate complex financial workflows into intuitive, elegant, and scalable experiences. This role partners closely with Product, Engineering, Data, Sales, and Marketing to uncover customer needs, define value, and deliver solutions that are usable, viable, and impactful.
You will work across both Biz2Credit (small business lending) and Biz2X (enterprise SaaS), engaging directly with clients and internal stakeholders to design workflows, interfaces, and systems that improve speedtodecision, operational efficiency, and borrower experience.βtoβdecision, operational efficiency, and borrower experience.
Responsibilities
β’ Build UX design across the full product lifecycleβfrom discovery and ideation to detailed design and implementation.
β’ Collaborate with cross functional teams to define user journeys, workflows, and interaction patterns. βfunctional teams to define user journeys, workflows, and interaction patterns.
β’ Create wireframes, prototypes, user flows, and design documentation that clearly communicate intent.
β’ Use data, user research, and competitive insights to inform design decisions and validate hypotheses.
β’ Contribute to and evolve our design system to ensure consistency, scalability, and efficiency.
β’ Partner with engineering to ensure highβquality implementation and maintain design integrity.
β’ Facilitate alignment across teams and clients through clear communication, storytelling, and influence.
β’ Drive continuous improvement of the Biz2X experience across modules and markets.
Qualifications
β’ 1-3 years of experience in UX/Product Design, preferably in SaaS or enterprise software.
β’ Strong portfolio demonstrating complex workflow design, interaction design, and modern UI execution.
β’ Proficiency with Figma, Sketch, Adobe XD, or similar design tools.
β’ Experience working with design systems and component libraries.
β’ Understanding of UX research methods and how to apply insights to product decisions.
β’ Familiarity with frontβend technologies and how designs translate into development.
β’ Experience working in agile product environments.
β’ Strong visual, written, and verbal communication skills.
β’ Ability to think logically, structure ambiguity, and design for both user value and business outcomes.
β’ Experience with Jira, Asana, GitHub, or similar collaboration tools.
β’ Experience designing for SaaS products; fintech or lending experience is a strong plus.
β’ Experience collaborating with offshore development teams.
β’ Exposure to AI/MLβdriven features or dataβpowered workflows is a plus.
β’ Experience with A/B testing, experimentation, and hypothesis-driven design.
This is a high-visibility leadership opportunity for a service-driven professional passionate about people, operations, and client experience. As Reception Services Manager, youβll set the standard for hospitality excellence while leading a front-of-house team in a premier corporate environment.
The Reception Services Manager is a client-facing leadership role responsible for delivering a five-star guest experience across reception, meeting services, and event operations. This individual oversees a team of corporate receptionists, ensuring service excellence, seamless daily operations, and a consistently polished, welcoming environment.
Reporting to theClient Relations Director (CRD) in New York, the Manager serves as the day-to-day ambassador of the clientβs workplace experience, fostering relationships, managing performance, and driving continuous improvement.
Key Responsibilities
Client Experience & Relationship Management
- Serve as the primary liaison between Opensity Solutions and the client, ensuring alignment with brand standards and workplace culture.
- Maintain strong relationships through proactive communication, responsiveness, and an unwavering commitment to hospitality excellence.
- Monitor client and guest satisfaction, resolve issues promptly, and identify opportunities to elevate the experience.
- Partner with the CRD on regular business reviews and collaborate with fellow managers to share best practices.
Operational Leadership
- Oversee all front-of-house operations including reception, meeting coordination, guest services, and hospitality support.
- Ensure daily readiness of all spaces: reception, lobbies, conference areas, and lounges. Maintaining a βtour-readyβ standard at all times.
- Implement and refine operational workflows, SOPs, and training programs to support consistency and quality.
- Track and report on service-level performance(SLAs, KPIs) and lead operational audits to ensure excellence.
- Leverage technology and innovation to streamline processes and enhance the client experience.
Team Leadership & Development
- Lead, mentor, and inspire a team of corporate receptionists to deliver genuine, anticipatory service.
- Provide regular coaching, feedback, and recognition to promote professional growth and engagement.
- Manage staffing, scheduling, and professional presentation standards.
- Partner with the CRD and People Solutions team on performance management, employee relations, and training initiatives.
- Foster a positive, inclusive, and service-driven culture where every team member feels empowered to create memorable experiences.
Qualifications
- 5+ years of leadership experience, managing large teams of receptionists or concierges, in a corporate or high-end hospitality setting.
- Proven ability to manage and inspire teams delivering five-star service in fast-paced, client-facing settings.
- Strong client relationship management skills with a track record of delivering measurable service excellence.
- Highly organized with the ability to manage multiple priorities and maintain composure under pressure.
- Exceptional communication, presentation, and interpersonal skills.
- Skilled in Microsoft Office Suite; familiarity with hospitality management systems a plus.
- Professional, polished, and hospitality-minded demeanor at all times.
- Commitment to confidentiality, discretion, and operational integrity.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, or any other characteristic protected by law.
Internal candidates only: The compensation outlined is applicable for candidates who fully meet the qualifications of the role based on their education and experience. If Opensity Solutions selects an internal candidate who does not meet all requirements, the position title, structure, and compensation may be adjusted accordingly.
The New York office of Akerman LLP seeks an Associate with 3 to 5 years of experience in commercial litigation for the Consumer Financial Services, Data and Technology Practice Group. Excellent legal research, writing and analytical skills, as well as federal and state court experience are required. Financial institutions litigation experience is preferred. Must possess a Juris Doctor degree from an ABA accredited law school and be a member of the New York State Bar.
Annual base salary: $195,000 - $250,000 (Akerman LLP is not a lock-step firm. The exact amount of salary for this position is dependent on a variety of factors). In addition to base salary, Akerman offers an annual discretionary bonus, paid time off, professional and client development allowance, medical insurance, dental insurance, vision insurance, life insurance, disability insurance, and 401k Profit Sharing Plan (employee-only contribution plan). A pre-tax commuter benefit is also available, providing pre-tax savings for qualified parking and transit pass expenses.
About the Firm
Founded in 1920, Akerman is recognized as one of the country's premier law firms, with more than 700 lawyers in 25 offices throughout the United States. To learn more about our firm, please visit us at Recognitions
- Top 100 U.S. Law Firms (The American Lawyer)
- Among the Most Innovative Law Firms (Financial Times)
- Ranked among 100 Most Prestigious U.S. Law Firms (Vault)
- Ranked among the Top Large Law Firms for Diversity (Law360)
- Ranked among the Top 30 Large Law Firms for Gender Equity (Law360)
- Leadership Council on Legal Diversity, 2023 Top Performer
Equal Employment Opportunity Policy
We are committed to providing a supportive and inclusive environment where all individuals can reach their full potential, no matter their race, color, sex, religion, national origin, age, disability, marital status, gender identity/expression, sexual orientation or genetic makeup.
Note to Search Firms
Akerman LLP will not accept unsolicited resumes or other unsolicited candidate information from Search Firms. Submissions will only be considered when a fully executed fee agreement is in place. Search firms should contact for additional information.
Leveraged Finance Associate β 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:
β’ Large-cap leveraged buyouts
β’ $1bnβ$7bn acquisition financings
β’ Public company transactions
β’ Liability management exercises
β’ DIP financings and complex capital structure matters
You will gain direct partner exposure, earlier responsibility on live deals and a deal sheet defined by complexity rather than volume.
The team is seeking associates with a minimum of 3 years' leveraged finance experience from a top-tier US platform.
If you would like to learn more about the platform and growth plans, feel free to reach out for a confidential discussion.
Lee Walker
or (929) 512 5259
Pay: $260,000.00 - $365,000.00 per year
Why This Is a Great Opportunity
- Join a premier transactional platform advising sophisticated financial institutions and major market participants.
- Work on complex, high-value financial services transactions in one of the strongest legal markets in the country.
- Build strong deal experience in a collaborative, high-performance environment known for excellence and professional development.
- Gain meaningful responsibility on sophisticated matters while working alongside top-tier attorneys and clients.
- Grow your career at a firm known for elite training, strong mentorship, and long-term advancement opportunities.
Location: New York, NY. This is a full-time, on-site role based in the office.
Note: Must have 3+ years of law firm transactional experience within financial services, finance, or closely related corporate transactions.
About Us
We are a top-tier law firm known for advising leading financial institutions, companies, and investors on complex legal and business matters. Our team is collaborative, ambitious, and committed to excellence, client service, and long-term professional growth. Confidential Employer.
Job Description
- Advise clients on sophisticated financial services and related transactional matters
- Draft, review, and negotiate transaction documents and related agreements
- Support deal execution from diligence through closing
- Analyze transaction structures, legal issues, and business terms
- Manage portions of transactions with increasing independence
- Work closely with clients, counterparties, and internal teams in a fast-paced environment
- Conduct legal research and draft practical, business-oriented analysis
- Collaborate with partners and specialists on complex transactions
Qualifications
- 3+ years of law firm transactional experience
- Experience in financial services transactions, finance, corporate transactions, or closely related deal work
- Strong drafting and negotiation skills
- Strong analytical, writing, and communication skills
- Ability to manage components of transactions independently
- Strong business judgment and client service orientation
- Team-oriented with a strong work ethic and desire for increased responsibility
- Admitted in New York or eligible to waive in
- BigLaw or other sophisticated transactional law firm background strongly preferred
Why You Will Love Working Here
- Elite transactional platform with sophisticated, high-level work
- Strong exposure to major clients and meaningful deal responsibility
- Collaborative culture with high standards and strong mentorship
- Clear path for growth and long-term development
- Excellent benefits and family-supportive programs
- Opportunity to deepen your transactional skill set in a highly respected firm
JPC-741
Job Type: Full-time
Benefits:
- Dental insurance
- Paid time off
- Retirement plan
- Vision insurance
About Us
ASG is a New Yorkβheadquartered, SEC-registered investment firm with approximately $1.5 billion in assets under management. The firm invests in global innovation across public and private markets, applying institutional-grade rigor, disciplined underwriting, and proprietary data intelligence to identify and invest in category-defining companies.
We're small by design β which means every person here has real ownership and real impact. We're looking for a sharp, detail-oriented Paralegal to help us execute at an institutional level without losing the agility of a high-performing startup.
The Role
This is a full-time on-site Paralegal role based in New York, NY. You'll sit at the center of our legal and investment operations β managing closing workflows, maintaining legal records, and ensuring every transaction is executed with precision. You'll work directly with our GC/CCO, investment team, external counsel, and portfolio companies.
What You will Do
- Manage closing documentation and checklists for direct investments, co-investments, fund commitments, SPVs, and secondary transactions
- Prepare and track DocuSign execution packages; maintain signature logs and assemble fully executed closing sets
- Review and verify accuracy of entity names, signature blocks, schedules, exhibits, and key deal terms (MFN elections, side-letter obligations, governance rights)
- Organize subscription documents and fund trackers; coordinate KYC/AML packages, capital call schedules, and investor onboarding
- Support SPV and entity formation workflows β EIN applications, registered agent setup, bank account openings, and cap table maintenance
- Conduct first-pass reviews of NDAs and vendor agreements using internal playbooks; prepare redlines for attorney review
- Maintain structured legal records across OneDrive, Notion, and DocuSign with clean version control and folder organization
- Coordinate with outside counsel on LPA drafts, PPM updates, and side-letter negotiations; maintain final governing document sets
- Track entity compliance obligations β annual filings, franchise taxes, good-standing renewals, and reporting deadlines
What You Bring
- 3β7+ years of experience in legal operations, fund administration, or paralegal work β ideally in VC/PE or a law firm
- Bachelor's degree required; JD or paralegal certification a plus
- Working knowledge of investment documents: SPAs, SAFEs, LPAs, side letters, NDAs, and subscription agreements
- Hands-on experience with DocuSign, entity formation, and KYC/AML workflows
- Advanced proficiency in Microsoft Office, OneDrive, and Notion (or similar)
- Exceptional organizational skills and version control discipline
- Comfortable managing multiple transactions simultaneously under tight deadlines
- Ability to take initiative, maintain confidentiality, and work with limited supervision.
Nice to have:
- Prior experience in venture capital, private equity, fund administration, or investment management.
- Experience preparing redlines using playbooks or contract guidelines.
- Familiarity with regulatory filings, corporate governance, and basic tax concepts.
- Experience working in small, fast-paced, high-accountability environments.
Compensation
Salary range: $90,000 β $110,000 base salary + bonus potential. Actual pay will be adjusted based on experience and other job-related factors permitted by law.
ASG offers competitive benefits and actively supports professional development.
Alpha Square Group is an equal opportunity employer.