Responsibilities. Manage multiple client requests, while ensuring timely completion of all deliverables. Regularly engage in professional communications with both external and internal project stakeholders, whether written or verbal. Manage relationships with cross-functional teams and third-party vendors. Maintain project trackers and lead client meetings to provide updates on team progress, milestones achieved, and challenges encountered. Ident...
What’s in it for you. Fast paced environment with the opportunity for career mobility within a growing team. Regular exposure to industry challenges and participation in solving for these via technology and services. Opportunity to promote new ideas and solutions within a collaborative group of like-minded individuals. Partner with customers and clients to understand their needs, address concerns, and provide solutions. Responsibilities. Lead the...
Dynamic Real Estate management, investment and development company based in New York City with an expanding portfolio is seeking a highly motivated individual to fill an Accounts Payable Specialist opportunity. This is a hands-on role managing part of the AP process. In-office 4 days per week, with flexibility for remote on Fridays. Essential Duties. Invoice Processing. Review, verify, and process invoices for construction projects, ensuring accu...
Responsibilities. Lead the end-to-end management of critical transaction and governance documents, from initial review and stakeholder approvals to final execution and archiving. Act as the central liaison between legal, finance, business, and compliance teams to ensure timely and accurate processing of all documentation, including KYC and beneficial ownership forms. Ensure all document processes align with internal controls, corporate governance...
Our Client, a Global Financial Services Firm, is seeking a Document Specialist in their Iselin, NJ location. Summary. Reporting to the Credit Control Unit (CCU) Unit Head, this role is responsible for monitoring, supporting, and reporting on the daily operational activities of the CCU Document Control function. The position provides direct support to the Unit Head in performing Vault Custody activities and ensures that all transaction documentati...
Our Client, a Global Financial Services Firm, is seeking a Document Specialist in their Iselin, NJ location. Summary. Reporting to the Credit Control Unit (CCU) Unit Head, this role is responsible for monitoring, supporting, and reporting on the daily operational activities of the CCU Document Control function. The position provides direct support to the Unit Head in performing Vault Custody activities and ensures that all transaction documentati...
Our client a well known Financial Services company is seeking a Loan Closer in their Charlotte, North Carolina Location. . Responsibilities. Conduct thorough reviews of approved loan applications, verifying that all required documentation is complete, accurate, and aligned with underwriting decisions. Prepare comprehensive closing packages and collaborate closely with lenders, title companies, attorneys, and borrowers to coordinate all closing ac...
Our client a well known Financial Services company is seeking a Loan Closer in their Charlotte, North Carolina Location. . Responsibilities. Conduct thorough reviews of approved loan applications, verifying that all required documentation is complete, accurate, and aligned with underwriting decisions. Prepare comprehensive closing packages and collaborate closely with lenders, title companies, attorneys, and borrowers to coordinate all closing ac...
Our client a well known Investment Bank is seeking a Senior Business Analyst – Finance Systems Testing in their New York, New York location. . Typical Day in Role. Testing the accounting logic for the Oracle ledger system (PeopleSoft, OFSAA, FAH). Interaction with the finance IT team to explain requirements and pressure test scalability of the business. Explaining test results and requirements to the finance users. Document test plans and results...
About the Firm. We are a self-clearing broker-dealer supporting a wide range of trading activity across equities and listed options. As a self-clearing firm, we manage our own market, clearing, and capital exposure daily. We are seeking a. Market & Clearing Risk Analyst – OCC & Stock Loan. to independently monitor daily exposures, perform forward risk projections, and support hedging strategies related to stock loan and securities lending activit...
Job Summary. We are seeking a highly analytical and strategic procurement professional to drive data-informed decision-making across our sourcing and procurement functions. The Procurement Strategy Sourcing role will combine deep insights into procurement operations with advanced analytics to optimize supplier performance, reduce costs, and support strategic sourcing initiatives. Key Responsibilities. Develop and implement procurement analytics f...
Our client a well known Investment Bank is seeking a Senior Business Analyst – Finance Systems Testing in their New York, New York location. . Typical Day in Role. Testing the accounting logic for the Oracle ledger system (PeopleSoft, OFSAA, FAH). Interaction with the finance IT team to explain requirements and pressure test scalability of the business. Explaining test results and requirements to the finance users. Document test plans and results...
