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This role focuses on managing and overseeing derivative cash flow settlements, including processing, reconciliation, and resolving discrepancies across systems such as 360T, Bloomberg CMS, and FX All Settlement Center. Key responsibilities include verifying client instructions, reconciling netting agreements, investigating CLS and nostro breaks, and collaborating with Finance and Bank staff to address settlement issues.
Responsible for the daily support of the firm's benefit plans such as domestic and expat medical and dental, executive physical, vision, FSA, HSA/HRA, EAP, and other specialty benefits, including all program aspects such as benefits set-up, maintenance, processing and reporting; coordination and validation of benefit-related payroll changes; and communication and carrier liaison duties.
This 6-month contract is currently on a hybrid work schedule in NYC. This consultant will be assisting with the ISO 20022 message testing and documentation, scoping any changes within their sanction/transaction system, assisting with the FircoSoft lists, and documenting any tuning for senior management.
The Business analyst is a hands-on role to develop detailed business requirements. This data initiative project will enable the bank to streamline and reduce manual processes, and gain deeper insights into their business while meeting increasing regulatory and risk compliance requirements.
Our Client is seeking a Financial Analyst to join their growing team. The Analyst will be responsible for overseeing financial planning, analysis, and reporting activities to ensure the organization's financial health and alignment with strategic goals.
Our client is seeking a experienced Sanctions professional to join their team.
Perform investment banking compliance at an entry level.
For this 6 month contract, the consultant will be responsible for coordinating the full on-boarding from end to end for new clients. The consultant will perform OFAC and negative neews screening, along with complying with all bank policies and procedures.
Engage in the full spectrum of core compliance responsibilities as you grow your knowledge and expertise across a continuously expanding space in the investment advisory universe.
The Data Operations Analyst will be responsible for processing, analyzing, and managing royalty data, ensuring accuracy and timely reporting. The ideal candidate has a strong background in data management, thrives in a deadline-driven environment, and can efficiently handle large datasets.
This 5-month contract is currently on a hybrid work schedule (6x a month WFH). This consultant will be responsible for utilizing the client's internal surveillance system to oversee communication between employees and clients.
The Compliance Surveillance Analyst is responsible for monitoring employee and firm trading activities, maintaining brokerage account compliance, and conducting surveillance to ensure adherence to insider trading regulations and information barriers. This role involves analyzing trading data, providing policy guidance, managing compliance inquiries, and supporting regulatory audits and special projects in a fast-paced, collaborative environment.
The Salesforce Business Analyst at a global investment firm in Manhattan, will be responsible for gathering business requirements, analyzing processes, and implementing solutions within the Salesforce platform to drive operational efficiency and enhance user experience. This role requires strong communication skills to collaborate with stakeholders and translate business needs into actionable system enhancements and reports.
Our client is seeking a experienced Transaction Monitoring Analyst to join their team.
The Help Desk Analyst will be responsible for providing technical support and assistance to attorneys and staff, as well as supporting the firm's hardware and equipment.
Seeking a Treasury Analyst with commodities experience to join the NYC based team and support treasury operations, cash management, and risk assessment.
Our client is seeking an IT Business Analyst with Summit expertise to join their Fixed Income IT team. This position is a Front-to-Back-office role within the Business Analyst group of a Global Investment Bank.
Provide top-tier IT support to the firm as well as manage third parties and various IT vendors. Support reporting through data via Tableau and Net Suite.
Perform screening and investigations of sanctions related alerts and stay up to date on regulatory requirements.
The Royalty Data Operations Analyst ensures timely and accurate contributor payments by managing sales data and resolving issues across multiple accounts in royalties and intellectual property systems. This high-visibility role involves analyzing data, managing publishing agreements, assisting with software testing, and supporting the Content Data Operations team in addressing inquiries from authors, publishers, and rights holders.
The Accounts Payable analyst will be involved in month-end closing, reporting and analysis, and invoice/payment processing!
Perform thorough testing of databases to ensure accuracy, integrity, completeness, and reliability of data vs. upstream sources. Complete configuration within audit management system to meet defined requirements.
We are seeking an IT Business Analyst who will play a critical role in improving and supporting our business applications. This position requires an individual who can successfully help lead an IT Department in a Business Services environment with Summit knowledge.
The Digital Marketing and Social Media Analyst will be responsible for managing various digital media channels including social media, corporate connections, and website content.
The Digital Marketing Analyst will be part of the Investment and Corporate Banking division to promote digital media channels- social media, website content, and email.
This role demands expertise in sales and use tax, along with a solid understanding of other state and local tax (SALT) areas, such as state income tax and property tax. You will lead client engagements, supervise tax associates, and provide comprehensive tax solutions across various SALT domains.
The Tax Analyst will be involved in all tax compliance and provision matters. Must have high net worth tax experience!
The Senior Accountant will report directly to the owner of the family office with a line to the Director. This role will include both tax and accounting while supporting high-net worth individuals with family owned hedge funds. The day to day will include working with individual family members - charitable work, family trusts, tax, maintain daily cash flows, preparing quarterly income summaries, and working with multiple service providers.
Our client is seeking an experienced Benefits Analyst to support the administration of health, dental, vision, and savings plans for a large employee base. This role requires hands-on experience managing benefits programs and involves direct interaction with vendors and employees. The ideal candidate thrives in a professional services environment, is confident in public speaking, and brings expertise in benefits systems and analytics.
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