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This role offers a unique combination of Portfolio Management and Investment Specialist responsibilities, leveraging expertise in structured products and derivatives across both investment management and fintech technology functions.
The Trust Relationship Manager will be responsible for managing trust accounts and building strong relationships with clients in the financial services industry. The role requires a proactive approach to ensuring client satisfaction and supporting their financial needs.
This role offers the opportunity to work closely with the U.S. Financial Controller to support financial reporting, controls, treasury partnership, audit activities, process improvement, and regulatory readiness within a growing financial services organization. The successful candidate will combine strong accounting fundamentals with a builder's mindset, helping enhance and scale the finance function in a fast-paced, evolving environment.
The Markets Risk Manager will be responsible for overseeing a small team and serve as a Risk Management partner to the business.
The Business Development Manager will focus on driving growth and building strong client relationships within the financial services industry. This role involves identifying new business opportunities and fostering partnerships to expand the company's market presence.
The Team Leader - Sanctions will oversee sanctions compliance within the risk and compliance department, ensuring adherence to regulatory requirements and mitigating potential risks. This role is based in New York and focuses on leading a team to effectively manage sanctions-related processes.
This role is ideal for a hands-on accountant who enjoys improving processes, partnering across Finance and Treasury, and helping scale a growing financial services organization through financial controls, reporting, audit support, and regulatory readiness. The successful candidate will combine strong accounting fundamentals with a builder's mindset, thriving in an evolving environment.
The Trust Relationship Officer will focus on managing and maintaining client trust accounts within the financial services sector. This role involves supporting banking and financial services operations while ensuring compliance with relevant regulations and maintaining strong client relationships.
The Loan Operations Consultant will support the financial services industry by managing loan processing tasks with accuracy and efficiency. This temporary position is based in New York and focuses on ensuring smooth operations within the banking and financial services department.
The Client Onboarding manager will oversee the onboarding and transition of institutional clients across its Prime Services platform. This individual will manage complex implementation projects involving prime brokerage, clearing, custody, financing, and related products, ensuring a seamless client experience from inception through go-live.
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