A leading private wealth management firm is seeking an experienced Senior Wealth Planner. to join its centralized Estate and Wealth Planning group serving high-net-worth and ultra-high-net-worth clients. This role is well suited for a senior-level financial planning professional who thrives in a collaborative, client-facing environment and enjoys working across advisory, portfolio management, and planning teams. The Senior Wealth Planner will par...
A top tier accounting firm in Downtown Manhattan is seeking a Senior Bookkeeper to join their growing team. Manage full-cycle bookkeeping, including AP/AR, general ledger maintenance, month-end close, and account reconciliations with a high degree of accuracy. Prepare financial statements, reports, and supporting schedules. ensure compliance with internal controls and regulatory standards. Partner closely with Finance and Operations to streamline...
A top tier accounting firm in Downtown Manhattan is seeking a Senior Bookkeeper to join their growing team. Manage full-cycle bookkeeping, including AP/AR, general ledger maintenance, month-end close, and account reconciliations with a high degree of accuracy. Prepare financial statements, reports, and supporting schedules. ensure compliance with internal controls and regulatory standards. Partner closely with Finance and Operations to streamline...
The ideal candidate will use their passion for big data and analytics to provide insights to the business covering a range of topics. They will be responsible for conducting both recurring and ad hoc analysis for business users. Responsibilities. Support initiatives related to workflow optimization, underwriting authority, and underwriting governance. Develop reporting of and track key metrics such as submission volume and quality, pipeline devel...
Top-Tier Investment Management firm is looking for a Risk Analytics Associate for a permanent position. Responsibilities. Responsible for the monitoring and analysis of a variety of quantitative risk metrics related to the composition, exposures, performance, and liquidity of funds. Understand the Firm’s portfolio objectives, investment processes, the industry landscape and market events and trends, and leverage technology to apply quantitative f...
Top Tier Asset Manager is looking to add a Social Media Manager to their growing New York City team. Responsibilities. Manage Brand folder: maintain an organized, up-to-date library of assets. apply naming and versioning standards. verify rights and credits. publish approved brand guidelines and templates. and ensure proper usage across teams. Partner with marketing, creative, and internal stakeholders to design and produce on-brand materials, in...
A top tier investment management firm in Midtown Manhattan is seeking an Operations Associate for their data analytics team. The role involves ensuring data accuracy, preparing periodic reports, supporting marketing materials, maintaining internal systems, and assisting with day-to-day team operations. Responsibilities. Prepare periodic reports for Sub-Advised and Separately Managed Accounts and support marketing materials. Conduct data quality c...
Top-Tier Bank in Midtown, Manhattan is seeking a Relationship Manager at the VP level for their Project Finance space. Responsibilities. Support the Head of Project Finance Team in client development, including providing research on prospective or existing clients and drafting pitch books. Support the Head of Project Finance in preparing pitchbooks, letters of intent, financing proposals, and term sheets, among others. Support the Team Lead in an...
