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 …
P&L VP
Top-Tier Investment Bank in Midtown, Manhattan is seeking a P&L candidate at the VP/AVP level for a permanent position! Responsibilities: Validate and maintain, independently from front office, end of day market data; Produce a daily P&L for all local trading desks within fixed income Perform a P&L Attribution Analysis; Produce risk indicators, including Value at…
Audit Manager
An established full service Accounting firm is seeking an Audit Manager! Responsibilities Oversee engagements in various industries Manage budgets for all engagements Effectively manage team members and communicate progress with Partners Provide excellent client experiences through active communication and effective execution of assignments Manage firm risk on audits and proposals Collaborate with Directors and Partners…
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…