Data Management Associate
Top-Tier Investment Bank in Midtown, Manhattan is seeking a Business Intelligence Data Associate to join their growing team! Responsibilities: Lead all aspects of data management including ensuring data integrity of client records CRM and internal Data warehouse Support data-driven decisions as in-house expert for data mining, data processing, manipulation, analysis and presentation Monitor daily…
Sales Director
Exciting and growing Fintech company is seeking an Enterprise Sales Director to join their growing enterprise business! Responsibilities: Create, nurture and close opportunities with new and existing clientele Complete RFPs for prospective customers Develop sales territory within a wide range targeted organizations Manage all sales pipelines in Salesforce Forecast sales revenue potential in territory…
Enterprise Relationship Manager
Exciting and growing Fintech company is seeking a Relationship/ Account Manager to join their growing enterprise business! Responsibilities Create, nurture and close opportunities with new and existing clientele Complete RFPs for existing customers Establishing and maintaining solid relationships with business stakeholders on the accounts Conduct business reviews with senior stakeholders to ensure maximum ROI…
KYC AVP
Top-Tier Bank is seeking a permanent KYC AVP! Responsibilities: Use strong communication skills (verbal and written) in order to on-board new clients to the bank and perform the necessary due diligence to ensure that potential new clients meet all the current KYC (Know Your Client) and AML (Anti Money Laundering) requirements, including OFAC/World Check Screening;…
KYC Periodic Review VP
Responsibilities: Responsible for full-cycle onboarding of new clients Responsible for collecting and review of AML and KYC documents in accordance with the current procedures Screen potential PEPs and sanctions alerts including negative news Analyze various account documents regarding clients Complete KYC for all new and existing clients Escalate risks and further Enhanced Due Diligence …
Receptionist
Top-Tier Investment Management Fund in Midtown, Manhattan is seeking a Receptionist / Administrative Assistant for a permanent position! Responsibilities: Answer calls and direct the caller to the appropriate employee. Greet and direct visitors to conference rooms and inform the appropriate employee of the visitor’s arrival in a timely manner. Assist the executive assistants with setting…
Investment Specialist
Top-Tier Investment Manager in Midtown is looking for multiple Internal Wholesalers! Responsibilities: Work with Regional Director to formulate and execute territory business plan. Work with digital media marketing Director to formulate and execute branding campaign Cultivate relationships with financial representatives via phone and email contact. Accommodate inbound sales and marketing calls Initiate outbound marketing phone…
EA to CEO
Top-Tier Investment Management firm is looking for an Executive Assistant for their CEO! Responsibilities: Manage CEO’s phoneline, determine priority call-back list, record detailed messages, and log calls. Provide sophisticated calendar management for CEO. Prioritize inquiries and requests while troubleshooting conflicts; make judgements and recommendations to ensure smooth day-to-day engagements. Arranges travel and meetings by developing…
Accounts Payable Associate
Top Tier Investment Management Company in New York City is looking for an Accounts Payable Associate for a permanent position! Responsibilities: Responsible for entering accounts payable data into Traverse general ledger software and maintaining Excel cash general ledgers, including processing accounts payable for all corporate entities and researching inquiries related to accounts payable. Interact with…
Corporate Accountant
Top-tier Fund in Midtown, Manhattan is seeking a permanent Corporate Accountant! Responsibilities Responsible for preparation/input/recording of capital calls and distributions, analyzing member’s accounts on an ongoing basis to ensure proper funding available Perform daily cash and position reconciliations for our separately managed wrap program account. Conduct reconciliations and fee calculations for separately managed accounts. Reconcile…