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The Client Services Associate will be a key contributor to the relationship management team providing banking services to clients and customers. This person will be responsible for maintaining accurate documentation and financial transactions. They will support portfolio/relationship managers in providing excellent customer service.
The Middle Office Trading Specialist will provide PM support, trade execution and trade management for the lifecycle of FX, Mutual Funds, Equity, and Fixed Income products.
The Fixed Income Analyst will be responsible for monitoring portfolio risk metrics by analyzing model scenarios and devising portfolio construction through analysis.
The Talent Sourcer will proactively identify and engage with qualified candidates through various channels to build a robust pipeline for recruitment needs. This role sits on the Talent Acquisition team and will support hiring across a variety of teams. This person must be able to go into the NYC office three days a week.
The Head of AML position involves leading and implementing comprehensive anti-money laundering (AML) efforts within a reputable broker dealer firm, ensuring compliance with regulatory requirements and mitigating financial crime risks. This critical role requires strategic thinking, leadership skills, and deep expertise in AML regulations specific to the financial services industry.
Our client is a family office located in New York who is seeking an Investment Analyst (Private Markets & Manager Selection) to work closely alongside the VP of Research. This candidate will play a pivotal role in conducting private market research, evaluating prospective investments, asset allocation, and providing insights to inform senior leadership decision-making across diverse private market asset categories.
Seeking a detail-oriented Administrative Assistant to support multiple officers and associates in a fast-paced environment. Team player will serve as temporary assistant to the department and collaborate/coordinate with administrative team as requested.
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