Assurance Senior Associate [Commercial Services Group] CohnReznick LLPAssurance Senior Associate [Commercial Services Group]Holmdel, NJ$85,000–$140,000 / yearCohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. The group works with middle‑market and growth‑oriented companies, providing integrated advisory, assurance, and tax services tailored to the operational, financial, and regulatory challenges these industries face.
Tax Senior Associate [Private Client Services Group] CohnReznick LLPTax Senior Associate [Private Client Services Group]New York, NY$85,000–$140,000 / yearExperience with reviewing and preparing the following types of tax returns: business tax returns including 1120, 1120S, 1065, trust return 1041, and personal return 1040 including Schedules C & E. They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals.
NewSenior Financial Analyst, Commercial Excellence (Hybrid - 3x a week in Clifton, NJ) Quest Diagnostics IncSenior Financial Analyst, Commercial Excellence (Hybrid - 3x a week in Clifton, NJ)Clifton, NJ$96,000–$115,000 / yearDevelop and maintain dashboards and reports in PowerBI/Tableau to drive insights and monitor key performance indicators; transform raw data into clear, actionable intelligence for Leadership & the broader Commercial team. Required Competencies:The successful candidate for Commercial Excellence Senior Financial Analyst will demonstrate through education and experience the following competencies:Communication: Expresses ideas effectively.
Senior Banker - Harlem West Financial Center Bank of America CorpSenior Banker - Harlem West Financial CenterNew York, NY$25.97–$31.75 / hourJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
Senior Banker - 57th And Broadway Financial Center Bank of America CorpSenior Banker - 57th And Broadway Financial CenterNew York, NY$25.97–$31.75 / hourJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
NewSenior Banker - Concourse Plaza Financial Center - Spanish Required Bank of America CorpSenior Banker - Concourse Plaza Financial Center - Spanish RequiredBronx, NY$25.97–$31.75 / hourJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
Associate, Transaction Advisory Services Portage Point PartnersAssociate, Transaction Advisory ServicesNew York, NY$120,000–$210,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Qualified individuals should be prepared to work within a collaborative team environment to assess a business's strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Private Client Accounting and Payment Services Lead, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Private Client Accounting and Payment Services Lead, Vice President - New YorkNew York, NY$160,000–$275,000 / yearOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
VP, Real Estate Valuation and Advisory Services - Multiple Locations Houlihan Lokey Europe GmbHVP, Real Estate Valuation and Advisory Services - Multiple LocationsNew York, NY$160,000–$200,000 / yearBachelor's degree in real estate or business administration or other related academic major with essential classes in finance, accounting and economics • Approximately seven plus years of real estate industry experience demonstrating solid real estate analytical capabilities • Demonstrated real estate analytical skills, including ability to identify and analyze comparable property sales and leases • Knowledge of real estate valuation techniques • Strong technical modeling skills with Excel and ARGUS software and ability to model property performance and waterfalls from property financial statements, debt instruments, ownership documents, budget and leases combined with market data • Knowledge of commercial property lease terms including expense treatments and adjustments to yield comparable rent amounts • Thorough competence in Microsoft Office products, particularly Excel, Word and PowerPoint • Excellent organizational, problem solving and communication skills • Strong work ethic and attention to detail • Strong business writing and presentation skills. • Manage and train a team of Analysts and Associates working a diverse range of real estate asset classes analyzing both real estate debt, equity and entity valuation • Manage client relationships and assist in the development of new business • Acquire knowledge of the use and capabilities of subscription data sources, e.g., CoStar, SNL, CBRE-EA, and mine data from the sources efficiently • Collect, manipulate and analyze property, market and financial data, including: • Analyze historic property operating statements • Abstract and analyze leases • Prepare complex cash flow models using Excel and/or ARGUS software • Analyze available data to estimate revenues, costs and rates of return • Estimate property and portfolio values • Ensure that all work product is accurate and complete • Prepare reports and presentations to team and clients, including graphic and written sections.
Energy Services Strategic Sales - Eastern US Trane Technologies PlcEnergy Services Strategic Sales - Eastern USLong Island City, NY$98,300–$229,800 / yearDL NUMBER - Driver License, Valid and in State with no major or frequent traffic violations included, but not limited to: DUI, Hit & Run, License Suspension, Reckless/Careless Driving or multiple smaller infractions or preventable collisions in the previous 3 years. Work collaboratively with a cross-functional internal team of Project Development, Energy Engineering, and Project Management resources to develop system-related solutions for the customer's challenges and opportunities, including financial and performance-based considerations.
Fund Delivery Senior Associate CAIS GroupFund Delivery Senior AssociateNew York, NY$121,500–$148,500 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes.
Fund Delivery Senior Associate Capital Integration Systems LLCFund Delivery Senior AssociateNew York, NY$121,500–$148,500 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes.
Senior Audit Director - Investor Services Brown Brothers Harriman & CoSenior Audit Director - Investor ServicesNew York, NY$200,000–$260,000 / yearPromote internal audit quality by: Clearly defining the scope and objective of each internal audit or project, as well as the key risks to be evaluated during the planning and fieldwork phases; Lead reviews that challenge assumptions at a strategic level, addressing complex areas, and potential risk and control gaps. This is an exceptional opportunity for a talented financial services senior executive who is passionate about inspiring a team, possesses a distinguished record as a trusted risk and control advisor to senior management and values the impact a high performing internal audit function can have on a global, complex organization.
Senior Account Manager, IT-Enabled Services Microsoft CorpSenior Account Manager, IT-Enabled ServicesNew York, NY$107,600–$187,500 / yearMasters Degree in Business Administration AND 2+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education) and/or driving digital transformation OR Bachelors Degree in Business, Technology, or related field AND 3+ years experience working in a relevant industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education) and/or driving digital transformation OR equivalent experience. Drawing on your understanding of the IT-Enabled Services industry, including the ongoing pressure to improve delivery margins, automate high-volume processes, enhance customer experiences, and evolve from traditional labor-based models to AI-powered, outcome-driven services, you will help customers identify emerging technology trends and define a compelling vision for transformation.
NewAudit Manager II - Internal Controls over Financial Reporting-2 The Toronto-Dominion BankAudit Manager II - Internal Controls over Financial Reporting-2New York, NY$92,220–$149,310 / yearShareholder Accountabilities: Adheres to internal policies / procedures, enterprise frameworks and methodologies and applicable regulatory guidelines, contributes to the review of internal processes and activities and assists in identifying control weaknesses / failures, potential opportunities to improve operational efficiencies for their business area. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Equity Research Analyst/Associate- Payments, Processors & IT Services Bank of America CorpEquity Research Analyst/Associate- Payments, Processors & IT ServicesNew York, NY$110,000–$175,000 / yearResponsibilitiesPerform complex financial modeling & valuation workWrite regular industry and company reports and company launch initiations from scratchParticipate in IPO-related vettings and analyst daysDevelop databases integral to our research productDemonstrate strong industry knowledge and business judgmentWork with Senior Analysts to develop key industry themesBuild relationships and facilitate information flow with contacts at covered companiesParticipate and contribute to client meetings and eventsAttend meetings and interact with key opinion leadersClosely follow and understand market, industry and company specific activity, and relay to analyst when travelingSeek out new, unusual sources of informationLeverage our robust network of industry contactsInteract regularly with clientsQualificationsBachelor's Degree or equivalent years of experienceA minimum of 1-2 years of experience - sell-side or buy-side (research, investment banking) experience preferred but not requiredCredit skills is a plusMust be an expert at MS Word and MS Excel/strong modeling skillsMust be able to thrive in a fast-paced and intense environment. Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politicsMust have excellent communication skills, written and verbalMust have strong attention to detail, ability to multi-taskMust work well in a collaborative team environmentMust have strong intellectual curiosityShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Client Service Associate TAG EisnerAmper, LLCClient Service AssociateIselin, NJOur 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. Our firm adheres to a comprehensive approach helping high net worth clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.
NewDirector- Ria, FA & Wealth Management Channel Chicago Board Options ExchangeDirector- Ria, FA & Wealth Management ChannelNew York, NY$177,650–$261,250 / yearThe Director will serve as the lead and senior-most producer on the Wealth Management coverage team and will be recognized both internally and externally as a leading industry authority on listed derivatives for the advisor and wealth channel, applying mastery of the field to shape strategy, resolve the most complex client and market challenges, and influence Cboe's long-term direction in this space. Serve as the senior producer on the Wealth Management coverage team, owning end-to-end coverage of the U.S. RIA, FA, and wealth management client segment; build, maintain, and deepen relationships with key decision-makers across RIAs, wirehouses, IBDs, family offices, and wealth management platforms.
Investment Banking - Mid Cap Business Services - Associate JPMorgan Chase Bank, N.A.Investment Banking - Mid Cap Business Services - AssociateNew York, NYFull timeWe are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap - Business Services Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Equity Research Senior Associate, Healthcare Services Citigroup Inc.Equity Research Senior Associate, Healthcare ServicesNew York, NY$121,200–$181,800 / yearCiti's Equity Research team is looking for a Senior Associate to support the lead analyst covering the Healthcare Services sector, contributing to the delivery of high-quality, independent investment insights to institutional clients globally. Apply today to bring your equity research expertise and influence across Citi's Healthcare Services franchise, with direct access to global institutional clients, senior executives, and investment banking leadership.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateNJUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Deal Services Consulting Managing Director - Value Creation (New York, Chicago, Atlanta, LA or Bay Area) RSM US LLPDeal Services Consulting Managing Director - Value Creation (New York, Chicago, Atlanta, LA or Bay Area)New York, NY$181,900–$397,700 / yearThe Value Creation team partners with private equity funds and their portfolio companies to identify, quantify, and capture EBITDA improvement opportunities - driving enterprise value through revenue growth, cost optimization, operational performance, and post-close integration. Team members work collaboratively as one team with colleagues across Deal Services and Management Consulting and benefit from extensive exposure to senior investment professionals, company executives, and firm leadership.
J.P. Morgan Wealth Management - Executive Director, Head of Financial Planning Tools & Strategy JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, Head of Financial Planning Tools & StrategyNew York, NYFull timePossess a minimum of 15 years of leadership experience in financial services, with a proven track record of managing teams, cross-functional initiatives, and influencing senior stakeholders. Hold advanced credentials such as a Master of Laws (LLM) in taxation or estate planning, Master of Science in Financial Planning, Chartered Financial Analyst (CFA®), or Certified Private Wealth Advisor (CPWA®).
Registered Client Service Associate Ameriprise Financial IncRegistered Client Service AssociateSaddle Brook, NJ$64,100–$88,100 / yearAs a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Securities Services Attorney - Assistant Vice President JPMorgan Chase Bank, N.A.Securities Services Attorney - Assistant Vice PresidentNew York, NYFull timeWhile the full platform includes Custody, Fund Services, ETFs, Agency Securities Finance, Collateral Management, Cash and Liquidity Management, Depositary Receipts, and Digital Assets, you'll initially focus on a select number of these areas based on business needs and your expertise. You will also work with a broad range of clients-including asset managers, hedge funds, private equity funds, pension funds, banks, broker-dealers, and insurance companies-delivering solutions that span all Securities Services products.
Senior Associate - Real Estate Advisory Services (REAS) AnchinSenior Associate - Real Estate Advisory Services (REAS)New York, NY$85,000–$125,000 / yearAnchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
Senior Principal Architect, Data & Analytics Services JPMorgan Chase & CoSenior Principal Architect, Data & Analytics ServicesJersey City, NJAs a Senior Principal Architect at JPMorganChase within Corporate Technology - Corporate Data & Analytics Services (CDAS), you are an integral part of a team that works to develop high-quality architecture solutions for various software applications and platform products. Deep expertise in data architecture patterns: data mesh, lakehouse, canonical data modeling, domain-driven design, event-driven and streaming architectures, CQRS, and API-led connectivity.
NewAVP Operations - Settlement Services Mizuho Financial Group IncAVP Operations - Settlement ServicesNJ$85,000–$125,000 / yearMizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia.
Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPManager, CFO Advisory - Financial ServicesNew York City, NY$124,910–$236,800 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewSenior Banker II - Leonia Financial Center Bank of AmericaSenior Banker II - Leonia Financial CenterFort Lee, New JerseyResponsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. • In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
NewDirector, Client Services ApplecartDirector, Client ServicesNew York, NY$170,000–$190,000 / yearOur senior leadership team includes two members of the Forbes 30 under 30 list for Marketing and Advertising, the former Head of Product at Moat, Oracle's online ad measurement platform, a former senior White House advisor, early sales and talent leaders from Google and Twitter, two of the Democratic Party's most successful pollsters and strategists, a former CRO of a high-growth tech company with hundreds of millions in ARR, and alums of top-tier organizations like Bain, Amazon and Simpson Thacher. Our investors include Bain & Company, global sports, entertainment and marketing giant Endeavor, KKR Co-Founder Henry Kravis, entrepreneur Chris Burch, a founder of Palantir, senior engineering leaders at Twitter and Yelp, former Fortune 50 and advertising agency CEOs, and a number of well-known venture capitalists.
Whalar (US) Associate Director, Client Services WhalarWhalar (US) Associate Director, Client ServicesNew York, NYAct as a senior liaison with our clients, content creators, cross functional teams and other partners, ensuring the delivery of flawless campaigns through exemplary client service. This will include helping brand partners to access Whalar’s full suite of casting and production services to tap into the right communities in order to tell the right stories through the right voices.
NewAssociate Director, Project Management, Patient Support Services SanofiAssociate Director, Project Management, Patient Support ServicesMorristown, NJ$133,500–$192,833.33 / yearOur Patient Support Services (PSS) team plays a key role in this mission, providing comprehensive support through reimbursement assistance, financial aid, patient education, and field-based services that help healthcare providers, patients, and caregivers navigate their treatment journeys. The ideal candidate is an experienced project management professional with 7+ years of cross-functional team leadership and end-to-end project delivery expertise, preferably within Patient Support Services or pharmaceutical commercial operations.
Associate - Private Equity - Launch Program SS&C Technologies Holdings IncAssociate - Private Equity - Launch ProgramNew York, NY$72,500–$75,000 / yearThe program's goal is to expose high-potential graduates to multiple aspects of the financial services business segments, preparing them for future leadership roles within their respective functional areas. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
NewSenior Manager - Global Business Services (GBS) - Strategy Deloitte Touche Tohmatsu LtdSenior Manager - Global Business Services (GBS) - StrategyMorristown, NJ$189,200–$372,900 / yearWe leverage Deloitte's capabilities, assets, and insights to help clients modernize enterprise functions-including Finance, HR, Technology, Procurement, and other back-office and core business functions-to improve financial and operational performance, manage risk, enable change, and increase strategic value. In this role, you will lead strategic transformation programs, design governance structures, implement new capabilities at scale, and help clients optimize functional processes through leading and emerging technologies.
Tax Senior, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax Senior, Legal Business Services - TechnologyJersey City, NJ$100,350–$205,000 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Tax - Manager, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax - Manager, Legal Business Services - TechnologyNew York, NY$134,475–$274,750 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Global Business Services (GBS) - Strategy - Senior Consultant Deloitte Touche Tohmatsu LtdGlobal Business Services (GBS) - Strategy - Senior ConsultantNew York, NY$128,000–$252,500 / yearOur mission is to help clients modernize functions which are part of their GBS organization including Finance, HR, Technology, Procurement, and other back office and core business functions, with the goal to enhance financial and operational performance, manage financial and audit risks, drive organizational change, and become strategic business partners within their organizations. In this pivotal role, you will drive strategic business transformation programs, architect effective governance structures, implement new capabilities on a global scale, and optimize functional processes by leveraging the latest technologies.
Risk Advisory Services Managing Director Baker Tilly Virchow KrauseLLPRisk Advisory Services Managing DirectorNew York City, NY$201,810–$382,600 / yearWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
NewExperienced Associate - Transaction Advisory Services Baker Tilly Virchow KrauseLLPExperienced Associate - Transaction Advisory ServicesNew York City, NY$63,490–$100,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewAnalyst – Transaction Services Career Launch AIAnalyst – Transaction ServicesNew York, NY$100,000–$150,000A leading middle-market investment bank or advisory firm may seek a Transaction Services Analyst to support clients in M&A transactions, financial due diligence, and strategic advisory services . This Transaction Services Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.
Deals - Capital Markets Accounting Advisory Services - Senior Associate PwCDeals - Capital Markets Accounting Advisory Services - Senior AssociateNew York, NY$77,000–$202,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As a Deals- Capital Markets Accounting Advisory Services- Senior Associate, you will provide strategic guidance on technical accounting, financial reporting, transaction structures, and capital markets topics.
Private Wealth, Relationship Management Associate Blue Owl Capital Inc.Private Wealth, Relationship Management AssociateNew York City, NY$115,000–$125,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. The Associate will partner with the Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of service and representing themselves as a subject matter expert for our investment offerings.
NewClient Service Associate/Administrator redShift Recruiting, LLCClient Service Associate/AdministratorNew York, NY$21–$24 / hourA strong fit for someone detail-oriented who wants to work in a fast-paced financial services company that takes care of its employees. redShift Recruiting is the region's premier recruiting agency with over 100 years of combined experience in the recruiting field.
Sales and Service Associate Popular IncSales and Service AssociateWest New York, NJ$24–$26.50 / yearConfidently build effective, trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of client's financial life priorities and provide the products/services that are most appropriate for their situation. This position is responsible for the sale of bank products and services to meet all needs of existing and potential customers while rendering quality service in accordance with bank goals to attain growth, profitability, and customer satisfaction.
Compliance Officer Broker-Dealer Advisor Equities and Options - VN2750 MAREX Group LimitedCompliance Officer Broker-Dealer Advisor Equities and Options - VN2750New York, NY$150,000–$185,000 / yearPurpose of Role: Marex is a seeking a Broker-Dealer Compliance Advisor (focusing on Equities and Options) who is meant to be a subject matter expert in U.S. Broker-Dealer regulation providing compliance advisory services, with a strong background on Equities and Listed Options trading activities, as well as knowledge of various regulatory reporting requirements. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights, and analytics.
Global Wealth Management UBS Group AGGlobal Wealth ManagementNew York, NY$179,088–$250,000 / yearPosition requires experience with the following: Wealth management advisory services to high international net worth clientele; managing and developing client relationships and establishing strategies for acquiring new private clients, business development and risk management; Portfolio construction and asset allocation among all asset classes including mutual funds (equity and fixed income), hedge funds, private equity, real estate, structured notes, bonds (corporate and sovereign); Selecting alternative investments such as cash, fixed income, equities, foreign currencies, commodities, and discretionary asset management on behalf of clients; Formulating hedge fund and option strategies; Evaluating global financial and economic factors and financial accounting reports to measure and track business and financial performance; Developing comprehensive investment strategies and programs for offshore investors. Alternate Education & Experience Requirement: Bachelor's degree or foreign equivalent in Business Administration, Finance, Economics, or a related field of study and 10 years of experience in the job offered or 10 years of experience as a Client Advisor, Wealth Management or a related occupation in lieu of Master's degree and 8 years of experience.
Professional Services Manager Clearwater Analytics Holdings IncProfessional Services ManagerNew York, NY$120,000–$168,000 / yearResponsibilities: Client Engagement & Advisory: Build and maintain enduring client relationships; act as a trusted advisor who deeply understands clients' operating models, technology stacks, processes, and compliance requirements across insurance and asset management. Process & Operational Evaluation: Conduct thorough evaluations of investment management workflows including investment accounting, performance measurement, trade execution, cash and collateral management, compliance monitoring, risk management / ALM, and reporting.
Wealth Management Lending Officer Bank of AmericaWealth Management Lending OfficerWayne, New JerseyKey responsibilities include responding to customer inquiries and referrals, conducting interviews with prospective borrowers, determining customer financing objectives, and advising customers of product/pricing policies and guidelines, while maintaining regulatory and compliance requirements of the Line of Business. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
NewAssociate, Financial Resource Management (FRM) - xVA Structuring and Optimization The Toronto-Dominion BankAssociate, Financial Resource Management (FRM) - xVA Structuring and OptimizationNew York, NY$150,000–$200,000 / yearAs part of the xVA Desk, the team partners closely with Sales, Trading, Structuring, Quantitative Analytics, Risk Management, Treasury, and Technology to ensure that derivative pricing appropriately reflects the economic cost of the bank's resources while supporting client activity and business growth. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.