Counterparty Jobs in Usa

Product Manager – Financial Services / Private Markets

About the Role

We are seeking an experienced Product Manager with deep Financial Services expertise to lead the development and evolution of products supporting Investment Management and Private Markets. This role combines strong domain knowledge across Private Equity, Private Credit, Investment Operations, and Fund Accounting with hands-on experience in data management, reference data, and system integrations.

You will partner closely with business stakeholders, technology teams, and data teams to define product strategy, translate complex financial workflows into clear requirements, and deliver scalable, high-quality solutions.

What You’ll Do

• Own and drive the product roadmap for platforms supporting Investment Management and Private Markets (Private Equity & Private Credit)
• Partner with Investment, Operations, Fund Accounting, and Technology teams to gather requirements and translate business needs into product features
• Lead product discovery and definition across:
• Investment Operations workflows
• Fund accounting and transaction lifecycles
• Market and Security Reference Data
• Data ingestion, enrichment, and distribution
• Define and manage product requirements, user stories, and acceptance criteria for agile delivery teams
• Ensure accurate data management and mapping across multiple upstream and downstream systems
• Collaborate with engineering and data teams on SQL-based analysis, data validation, reconciliation, and issue resolution
• Oversee integration of reference data (market, security, pricing, counterparty) into core investment and accounting platforms
• Act as a subject matter expert on private market transactions (capital calls, distributions, valuations, settlements)
• Support regulatory, audit, and reporting requirements through strong data governance and controls
• Measure product success through KPIs, user feedback, and operational efficiency improvements

What You Bring

• 7+ years of experience as a Product Manager, Product Owner, or Business/Product Analyst within Financial Services
• Strong hands-on experience in Investment Management and Investment Operations
• Deep knowledge of Private Markets, including Private Equity and Private Credit
• Solid understanding of Fund Accounting, transaction processing, and lifecycle events
• Experience working with Market and Security Reference Data
• Proven background in data management, including mapping across multiple systems
• Strong SQL skills for data analysis, validation, and troubleshooting
• Experience working in agile environments with engineering and data teams
• Excellent communication skills, with the ability to translate complex financial concepts to both technical and non-technical audiences

Preferred Qualifications

• Experience with private market or investment platforms (accounting, portfolio management, or data platforms)
• Familiarity with data governance, data quality frameworks, and control processes
• Experience supporting large-scale system integrations or platform modernization initiatives
• Background in asset management firms, asset servicers, or fintech organizations

Headquartered in the heartland, Copper Run is a different kind of investment bank. We focus exclusively on middle market transactions, providing buy-side and sell-side M&A advisory on deals between $10M and $250M. We pride ourselves on delivering Wall Street execution for our clients while remaining grounded in solid Midwestern values. Our clients include top-tier private equity firms, sponsor-backed companies, and middle market businesses.

Our firm is continuing to grow and is always looking for bankers who can immediately help execute on our excess deal flow as well as support our business development.

• Experience in investment banking, commercial banking, corporate finance, or similar fields
• A track record of:
  • Sourcing Deals - including the ability to originate leads, market the firm to the potential client, and manage the engagement letter negotiation process
  • Marketing Deals - utilizing strong communication skills and the eagerness to personally contact potential counterparties for deals
  • Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks
  • Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements
• Ability to market transactions to private equity firms, strategic buyers, etc., with the ideal candidate already possessing solid relationships with said parties but not mandatory
• Self-motivated, personable (both with clients and colleagues), enjoys networking, and has a strong work ethic
• Ability to have fun
• FINRA Series 79, 7, and 63 a plus but not mandatory to start

EEO STATEMENT (Equal Employment Opportunity) Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.

Compliance Senior Associate – Anti-Financial Crime (AML/KYC)

Boston, MA

A leading global private investment firm is seeking a Compliance Senior Associate to support its Anti-Financial Crime (AFC) / KYC program within a business-facing compliance team.

This role offers direct exposure to investment transactions, counterparties, and investor diligence, partnering closely with Legal, Operations, and deal teams in a highly sophisticated environment.

Key Responsibilities:

• Lead execution of KYC / due diligence across investors, counterparties, and portfolio companies
• Analyze complex ownership structures and determine ultimate beneficial ownership
• Conduct sanctions and adverse media screening; assess and escalate risk as needed
• Support ongoing monitoring, investigations, and documentation standards
• Partner cross-functionally on onboarding, transactions, and risk-related matters
• Contribute to AFC/KYC policies, procedures, and broader program enhancements

Ideal Background:

• 2–4 years of experience in AML / KYC / financial crime compliance
• Experience within an investment manager, broker-dealer, financial institution, or top-tier advisory firm
• Strong understanding of risk-based KYC and global sanctions frameworks (e.g., OFAC)
• High attention to detail, sound judgment, and strong communication skills
• CAMS or similar certification is a plus

Why this role:

High-impact, business-facing compliance role with exposure to complex structures, real transactions, and a globally integrated platform.

We're partnering with a leading global investment firm to add a Senior Investment Operations Associate to their team. This is a high-impact role supporting a complex, multi-strategy platform across credit and private investments.

This position sits at the center of the investment lifecycle, working closely with deal teams, fund accounting, and external counterparties to ensure seamless execution across trades, settlements, and fund activity.

What you'll be doing:

• Support trade capture, allocation, and settlement across a range of credit instruments and private investments
• Coordinate cash movements, wire activity, and funding processes tied to investment activity
• Partner with internal teams and external providers (custodians, brokers, administrators) to reconcile positions and resolve breaks
• Assist with valuation support, corporate actions, and ongoing portfolio activity
• Contribute to process improvements and help scale operational infrastructure

What they're looking for:

• ~3–7 years of experience in fund operations, trade operations, or similar environments
• Exposure to credit products, structured instruments, or private investments is a strong plus
• Familiarity with trade lifecycle processes, cash management, and reconciliations
• Experience with systems like Geneva or similar fund accounting platforms is helpful
• Detail-oriented, organized, and comfortable working in a fast-paced environment

Why this role:

• Broad exposure across both liquid and illiquid strategies
• Opportunity to work closely with investment professionals and senior leadership
• Strong platform with significant growth and long-term career upside

Product Manager – Financial Services / Private Markets

We are seeking an experienced Product Manager with deep Financial Services expertise to lead the development and evolution of products supporting Investment Management and Private Markets. This role requires strong domain knowledge across Private Equity, Private Credit, Investment Operations, and Fund Accounting, combined with hands-on experience in data management, reference data, and system integrations.

The ideal candidate will partner closely with business stakeholders, technology teams, and data teams to define product strategy, translate complex financial workflows into clear requirements, and deliver scalable, high-quality solutions.

Your Impact:

• Own and drive the product roadmap for platforms supporting Investment Management and Private Markets (PE & Private Credit).
• Partner with Investment, Operations, Fund Accounting, and Technology teams to gather requirements and translate business needs into clear product features.
• Lead product discovery and definition across:
• Investment Operations workflows
• Fund accounting and transaction lifecycles
• Market and Security Reference Data
• Data ingestion, enrichment, and distribution
• Define and manage product requirements, user stories, and acceptance criteria for agile delivery teams.
• Ensure accurate data management and data mapping across multiple upstream and downstream systems.
• Collaborate with data and engineering teams on SQL-based analysis, data validation, reconciliation, and issue resolution.
• Oversee integration of reference data (market, security, pricing, counterparty) into core investment and accounting platforms.
• Act as a subject-matter expert on private market transactions, including capital calls, distributions, valuations, and settlements.
• Support regulatory, audit, and reporting needs through strong data governance and product controls.
• Measure product success through KPIs, user feedback, and operational efficiency improvements.

Your Skills & Experience:

• 7+ years of experience as a Product Manager, Product Owner, or Business/Product Analyst within Financial Services.
• Strong hands-on experience in Investment Management and Investment Operations.
• Deep knowledge of Private Markets, including: Private Equity, Private Credit
• Solid understanding of Fund Accounting, transaction processing, and lifecycle events.
• Experience working with Market and Security Reference Data.
• Proven background in data management, including data mapping between multiple systems.
• Strong SQL skills for data analysis, validation, and troubleshooting.
• Experience working in agile delivery environments with technology and data engineering teams.
• Ability to communicate complex financial concepts clearly to both technical and non-technical stakeholders.

Preferred Qualifications

• Experience with private market or investment platforms (e.g., accounting, portfolio management, or data platforms).
• Familiarity with data governance, data quality frameworks, and control processes.
• Experience supporting large-scale system integrations or platform modernization initiatives.
• Background working in asset management firms, asset servicers, or financial technology organizations.

Senior Research Analyst & Derivatives Trader

Location: Houston, Texas

Industry: Maritime / Energy Transportation

Compensation: Competitive salary, bonus potential, and full benefits

A leading global maritime transportation organization is seeking a Senior Research Analyst & Derivatives Trader to support commercial strategy and risk management initiatives within its tanker fleet operations.

This position combines advanced freight market research and analytics with active derivatives trading execution, supporting freight, fuel, and commodity risk management strategies. The role plays an important part in translating market intelligence into actionable hedging and trading strategies that support fleet optimization and earnings stability.

• Conduct detailed research and analysis on tanker freight markets, global oil and refined product flows, bunker markets, and macroeconomic drivers affecting maritime transportation.
• Develop forward-looking market views and scenario analysis to support commercial strategy and fleet deployment decisions.
• Maintain analytical models and market databases tracking freight rates, time-charter equivalents (TCE), fuel exposure, and volatility trends.
• Execute and manage freight derivatives (FFAs), fuel hedges, and related commodity derivatives in line with internal risk management frameworks.
• Monitor trading positions, P&L, margin requirements, and counterparty exposure while ensuring accurate trade capture and reporting.
• Collaborate with commercial, chartering, and asset management teams to align trading strategies with fleet operations and market positioning.
• Produce research reports and market briefings for senior commercial leadership.

• Bachelor’s degree in Finance, Economics, Maritime Studies, Logistics, or a related discipline.
• 3+ years of experience in shipping markets, freight research, commodity trading, or financial market analysis.
• Strong knowledge of tanker markets and derivatives instruments including FFAs, swaps, and options.
• Advanced analytical skills with experience using Excel and data analytics tools such as Python, VBA, or Power BI.
• Strong communication skills and the ability to translate complex market analysis into actionable insights.

This position offers the opportunity to join a highly sophisticated commercial platform within the global shipping and energy transportation sector.

Securian Financial is seeking an experienced, collaborative, and highly detail-oriented Senior Paralegal to join our Investments Legal team. This role supports a growing platform focused on private placement bonds and private equity / alternative investments.

This position serves as a key liaison among internal partners, external counsel, portfolio managers, and business counterparties. The ideal candidate brings deep transactional experience, strong commercial judgment, and a high level of ownership in managing all stages of sophisticated investment transactions from closing through payoff.

Ideal Work Style

• Collaborative and team-oriented
• Self-directed and highly motivated
• Intellectually curious and solutions-focused
• Comfortable managing multiple complex transactions under tight deadlines with minimal oversight

Key Responsibilities

• Serve as a trusted legal partner to senior-level portfolio managers by clearly analyzing and explaining legal and operational considerations in a practical, business-oriented manner.
• Independently manage all aspects oftransaction closings and fundings, including:
  • Preparing purchaser information
  • Completing complex subscription agreements for multiple investor types
  • Facilitating and managing KYC diligence
  • Coordinating execution and funding logistics
• Analyze sophisticated legal documents (e.g., note purchase agreements, indentures, limited partnership agreements, amendments, waivers) and summarize relevant key terms, identify issues, and drive resolution.
• Draft and negotiate a wide range of legal documents, including:
  • Confidentiality agreements
  • Purchase and sale agreements governing secondary trades of private placements
  • Bond powers and certificates
  • Side letters with fund general partners
• Proactively collaborate with internal and external stakeholders, anticipate needs, and continuously re-prioritize work in a fast-paced, transaction-driven environment.
• Stay current on industry trends, regulatory developments, and legal best practices; proactively identify risks and recommend process improvements.
• Demonstrate a strong "one-team" mindset by mentoring colleagues, supporting cross-training efforts, and contributing to special projects and temporary assignments as needed.

Qualifications

Required

• Paralegal certification with 5+ years of investments transactional experience, gained in a law firm and/or in-house environment at a registered investment adviser, insurance company, or similar financial institution.
• Subject matter expertise in private placement bond transactions, particularly physically-certificated Section 4(a)(2) offerings, and/or private equity or alternative investments.
• Strong working knowledge of:
  • NAIC requirements and risk-based capital considerations
  • Federal and state securities and investment laws and regulations (e.g., Securities Act, Investment Advisers Act)
  • General corporate law principles, applied in a practical, business-focused manner
• Exceptional written and verbal communication skills, with the ability to project professionalism and independently negotiate and resolve complex issues.
• Advanced organizational skills and the ability to manage multiple high-priority transactions simultaneously.
• Proficiency in Microsoft Office and strong aptitude for learning new technology platforms and document management systems.

Preferred

• Experience with:
  • NAIC ratings processes
  • Cross-border tax implications and related filings
  • Foreign currency swapped private placements
  • Secondary trades
  • Regulation U and Sections 13/16 reporting requirements
    
• Experience with AI-enabled tools and/or financial and legal platforms such as Clearwater, Snowflake, Privatei, HotDocs, or similar automation solutions.

The estimated base pay range for this job is:

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

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Review/validate 3rd party and broker confirmations and log DEW discrepancies.

Work with team members and front office personnel to resolve discrepancies.

Work with counterparties as needed to resolve discrepancies.

Supporting local implementation, adoption, and compliance with Contracting Standards & Procedures

Pay: $240,000.00 - $325,000.00 per year

Why This Is a Great Opportunity

• Join a high-level real estate practice handling sophisticated, high-value transactions.
• Work with a team that combines Big Law caliber work with a more entrepreneurial, boutique environment.
• Enjoy a fully remote setup while still staying connected to the Southern California market.
• Take ownership of meaningful deals with strong client exposure and substantive responsibility.
• Be part of a firm that values responsiveness, excellence, and long-term client relationships.

Location: Remote, with candidates required to reside in Southern California for networking, collaboration, and team-building.

Note: Candidates must come from a law firm environment, not in-house, and should have strong experience handling complex commercial real estate transactions with a focus on purchase and sale, finance, and joint venture matters.

About Us

We are a premier real estate law practice focused on delivering exceptional outcomes through sharp legal judgment, practical business advice, and concierge-level client service. Our team is known for combining sophisticated experience with a highly responsive, relationship-driven approach. Confidential Employer.

Job Description

• Draft, review, and negotiate complex commercial real estate transaction documents
• Handle acquisitions, dispositions, financings, and joint venture matters from start to finish
• Lead due diligence and closing processes across multiple active deals
• Advise clients on legal and business issues tied to development and investment transactions
• Partner with senior attorneys, clients, and counterparties to move deals forward efficiently
• Manage sophisticated matters with a high degree of independence and sound judgment
• Stay current on market trends and real estate law developments impacting clients and transactions

Qualifications

• J.D. from a strong law school with excellent academic credentials
• 8+ years of commercial real estate transactional experience preferred
• Background at a large, top-tier, or highly reputable law firm
• Strong experience with purchase and sale, finance, and joint venture transactions
• Excellent drafting, negotiation, and deal management skills
• Able to manage multiple matters simultaneously with limited supervision
• Strong client-facing communication skills
• Entrepreneurial mindset and commitment to exceptional client service

Why You Will Love Working Here

• Sophisticated work without the feel of a giant platform
• Strong autonomy, trust, and direct impact
• Collaborative, high-performing team
• Market-competitive compensation
• Remote flexibility with meaningful Southern California market presence
• Opportunity to build long-term relationships and grow with the practice

JPC-778

Job Type: Full-time

Benefits:

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

Major, Lindsey & Africa has an immediate need for a Paralegal in a global natural resources and commodities markets start-up.

Overview: Our client is looking for an Interim to Permanent Paralegal.

Company: global natural resources and commodities markets start-up.

Experience: 2+ years, BigLaw Paralegal

Location: 4 days in office, Friday WFH.

RESPONSIBILITIES:

• Managing and coordinating account openings, onboarding processes, and KYC documentation requirements for company and its counterparties.
• Coordinate, draft, and manage execution of confidentiality agreements (NDAs) with prospective counterparties and investors.
• Prepare and complete routine tax documentation, coordinating closely with internal accounting and tax teams as well as external tax advisors to ensure accurate and timely compliance.
• Support ongoing compliance initiatives and regulatory reporting requirements in coordination with internal compliance teams and external advisors.
• Monitor compliance with credit facility covenants and prepare and deliver regular reporting packages to lenders
• Maintain and track servicing/renewal requirements under contracts and related workflows in firm systems
• Prepare and maintain documents relating to entity management and firm governance, including structure charts, organizational documents, incumbency certificates, etc.

EXPERIENCE & REQUIRED SKILLS

• Previous experience working with drafting, reviewing, and negotiating contracts as a paralegal
• Excellent attention to detail, communication skills, and outcome focus are a must
• Team player, self-motivated, desire to learn and take on new challenges
• Achievement oriented (timeline driven, detail-oriented, strong planning and negotiation skills)
• Extremely responsive and stakeholder focused, appropriate follow-up and follow-through
• Strong conceptual and critical thinking skills
• Ability to work and coordinate across teams
• Quick learner and adaptive to any process change in a minimal time period
• Ability to comprehend questions and respond appropriately (writing and verbal)
• Proficient with Microsoft Word

Information regarding benefits can be found on MLA’s Website on the Consultant Resources Page:

All interested and qualified candidates should apply directly with Major, Lindsey & Africa for review and consideration.

Major, Lindsey & Africa does not discriminate against applications on the basis of age, sex, race or any other protected characteristics pursuant to applicable state or federal laws.

Bullhorn Job ID: 245124