Banking Financial Services jobs in New York - Dallas

We are seeking a diligent and detail-oriented Margin Collateral Associate who will manage margin call activities and collateral management for our financial services department.

A leading global investment firm is seeking a Credit Investing Associate to support the evaluation and execution of complex credit opportunities. This role involves deep financial analysis, structuring transactions, and monitoring portfolio performance across a range of credit strategies.

The position involves the preparation of credit-related reports for both Project Finance and corporate credit, requiring collaboration with various departments, analysis of diverse data sources, and adherence to established credit review processes. The candidate must have at least seven years of experience in Credit Risk Management, with a focus on Project Finance, strong attention to detail, and proficiency in MS Office.

The Associate, Project Finance Credit Officer will be responsible for reviewing and approving new transactions within the Project Finance space. The incumbent will have exposure to sub-sectors such as Renewables, Oil & Gas, Metals & Mining, and LNG.

A financial institution is seeking a C&I Underwriter to evaluate and structure commercial and industrial (C&I) loan transactions. This role is responsible for underwriting new credit opportunities, conducting financial analysis, and ensuring sound risk assessment while supporting portfolio growth and profitability.

An established alternative asset manager is seeking a highly motivated Associate Specialty Finance Underwriter with 2-5 years of experience in an opportunistic credit fund or a top-tier bank specializing in specialty finance or ABL. This role is instrumental in evaluating and underwriting new private credit opportunities, conducting thorough due diligence, and ensuring sound credit structuring and risk assessment.

This role involves managing card related processes, including handling returned cards, updating member information, processing card orders, and making necessary adjustments to accounts. It requires strong computer skills, service oriented approach, and the ability to multitask effectively.

This is a junior-level role within our client's Corporate Banking Department, supporting senior team members with credit analysis, client onboarding, loan administration, and internal reporting. The position offers exposure to high-profile corporate clients and is a contract-to-hire opportunity with potential for long-term growth.

This role involves analyzing and articulating trends within the assigned sector, leading IPO project management, and collaborating with various banking teams. The candidate will also create and maintain financial models, engaging with clients and senior management.

Manage and optimize distressed loan portfolios, driving financial recovery through strategic workouts and restructuring. Contribute to the bank's success by applying expertise in credit analysis, negotiation, and problem-solving to achieve favorable outcomes.

The Loan Workouts Officer entails managing various responsibilities to support loan workout operations, focusing on credit risk evaluation, portfolio management, and ensuring compliance with internal and external requirements.

The VP/Director Project Finance Credit Risk Officer will analyze and evaluate credit risk for project finance transactions across sectors such as infrastructure finance, renewables, and oil/gas. Responsibilities include conducting credit risk assessments, developing financial models, and collaborating with cross-functional teams to support high-impact projects.

The Corporate Credit Analyst will analyze and evaluate credit risk for investments in the Technology, Media, and Telecommunications (TMT) sectors within the investment arm of a global bank. Responsibilities include credit analysis, investment evaluation, risk management, financial modeling, market research, and collaboration with cross-functional teams to support investment transactions.

We are seeking a knowledgeable Wire Payment Consultant for a temporary role in our Banking & Financial Services department. The successful candidate will have a strong understanding of the financial services industry, with an emphasis on wire payment processing and transactions/accounting.

The AVP Leveraged Finance will be responsible for fundamental credit analysis on a portfolio of leveraged and high yield credits. This individual will support the loan approvals process on new transactions as well as continuous monitoring on the existing portfolio.

This role involves managing trade finance transactions, including letters of credit and reimbursements, while ensuring accuracy, regulatory compliance, and timely communication with clients. It also requires close coordination with internal teams and external partners to resolve discrepancies, maintain documentation, and support smooth transaction processing.

We are currently in search of a dedicated and detail-oriented "Loan Services - Reconciliations VP" to join our client in NYC. The ideal candidate should be adept at managing high-quality reconciliations, loan services, and other related financial services.

Perform a wide variety of reconciliations and reporting tasks for TAU/ Securities Operations Section in respect to all treasury products.

We are seeking a dedicated Residential Mortgage Consultant to aid our clients in navigating the mortgage process. The ideal candidate will have a strong knowledge of financial services and a knack for providing excellent customer service.

This is covering Emerging Markets, FX and Rates products. Initially this was described as managing up to fourteen staff however in a later conversations there seemed to be some flexibility of number of reports

This role involves processing and tracking invoices, maintaining up to date files for letters of credit, and coordinating with various internal teams to ensure compliance and timely updates. Future responsibilities include assisting clients with technical aspects of letters of credit and ensuring transactions conform to relevant regulations and procedures.

This role involves ensuring the accuracy and integrity of FX and Rates trade, managing life cycle events, and maintaining referential data in financial systems. The position also requires investigating trade discrepancies, enhancing system controls, and ensuring compliance with regulatory and internal policies.

Seeking a Middle Office Associate with a strong background in buyside Financial Services to join our team. The successful candidate will play a crucial role in day-to-day operations and trade management.

The role involves settling bank loan trades by collaborating with traders, portfolio managers, and external parties, while also preparing reports on loan settlements and operational metrics. Additionally, it requires engaging with clients to address queries and ensuring meticulous management of loan documentation.

The Treasury Operations Specialist is responsible for overseeing daily operational functions across a range of financial products, ensuring timely and accurate processing of all treasury transactions. This role requires extensive experience in money markets, repos, reverse repos, treasuries, bonds, credit default swaps (CDS), swaptions, options, and futures.

Seeking an Operations candidate with familiarity of global markets and settlement processes.

This 3-month contract will focus on assisting the Funds Transfer Supervisor in ensuring the accurate and timely processing of all Funds Transfer-related activities on a daily basis. Continuously meet processing deadlines for Pay-Thru-Correspondent (PTC) transactions and Fedwire closing requirements. Oversee daily check clearing operations, including both Inclear and Deposits, for the New York Branch.

This role involves supporting daily operations across various fixed income products, with a focus on trade processing, settlement, and reducing operational risks. The ideal candidate will have extensive experience in middle office functions, an understanding of trade life cycle management, and the ability to analyze and improve processes within a large asset management setting.

We are seeking a diligent and detail-oriented Middle Office Analyst with credit experience to contribute to our reputable financial services team. This exciting role involves working directly with Front Office personnel, providing operational support and managing risk within the Banking and Financial Services sector.

The role is onsite 4 days/week.

We are seeking a detail-oriented, self-motivated Loan IQ Specialist to join our Banking & Financial Services team. This specialist will be responsible for maintaining loan data, ensuring the accuracy and completeness of all records.