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 …
IT Project Manager
The ideal IT Project Manager will be responsible for designing, implementing, managing, and evaluating IT projects across our organization, namely, launching mobile and online banking. In order to do this successfully, this person should feel comfortable handling multiple tasks at a time. Responsibilities Take ownership of Information Technology project lifecycle Coordinate project schedules and with…
Entry Level (Graduate Trainee) Credit Administrator
Bank in New York City is seeking an Entry-Level candidate for a Loan Operations position! This person must be fluent in Cantonese. Description: Loan & Credit Operations Build relationships with the firm's clients Working with various operations and reconciliations functions Qualifications: Bachelor's Degree is required (Finance or business is highly preferred) 0-2 years experience working…
Entry Level (Graduate Trainee) Relationship Manager
Bank in New York City is seeking an Entry-Level candidate for a Loan Operations position! This person must be fluent in Mandarin. Description: Loan & Credit Operations Build relationships with the firm's clients Working with various operations and reconciliations functions Qualifications: Bachelor's Degree is required (Finance or business is highly preferred) 0-2 years experience working…
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…
PowerPoint Specialist
Top-Tier Investment Management firm in Midtown, Manhattan is seeking a Presentation Specialist for a permanent position! Responsibilities: Requires ensuring that all presentations effectively communicate information to external audiences in the most dynamic way possible. Format PowerPoint documents within brand guidelines on a quarterly basis Ensure all materials produced are using our branding style, format, and…
Channel Marketing Senior Associate (Intermediary & RIA)
Top-Tier Investment Management firm is looking for a permanent Marketing AVP! Responsibilities: Execute email marketing campaigns and assist in the planning and executions of call series, marketing support of conferences/events and assist in other initiatives such as, mailings, collateral maintenance and development, etc. Perform task such as routing SOWs, compiling analytics request, determining content for…
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…