Accounting, Finance, Insurance category jobs in New York, New York

Hedge Fund Operations Major hedge fund located in New York City is currently seeking a qualified individual for their expanding operations area. Responsibilities: Confirm, book, and settle all trades which include corporate bonds, repos, equities, futures, swaptions, options and CDS’. Manage all cash from settlements, coupons, dividend payments, fees, margin calls, etc and sweep cash if need be. M...
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Performance Analyst Major asset management company located in New York City is seeking a qualified individual for their expanding portfolio analysis area. Responsibilities: Calculating monthly investment performance, creating monthly spreadsheets to document cash flows, market values, and investment return. Verifying performance calculations with investment managers. Maintaining client accounts - ...
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#1930 Associate Asset Manager Dawn Taylor Associates, Inc., an Executive Recruitment firm specializing in Real Estate, seeks an Associate Asset Manager for our dynamic New York City real estate client’s office portfolio. Newly created position due to growth and expansion. Responsibilities: · Prepare budgets, related variance analyses, financial statements and business plans · Monitor and present r...
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Hold Brothers Capital, LLC (Member CBOE and SIPC)is seeking equity traders to join the organization and trade equity instruments on an intraday basis. · Highly competitive and aggressive commission rates · FREE highly customizable trading platform – Graybox ™ · Ultra-fast direct connectivity to exchanges, ECN’s, ATS’, and dark pools · Custom pricing for individual traders, group, and black box rat...
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Client Service Associate Prestigious Asset Management Company located in New York is currently seeking (3) individuals their expanding institutional investment group. Responsibilities: Provide support to various members of the Client Portfolio Management Client Service Support team. Generate client reports - including formatting, data-checking and select manual data entry. Distribute client/consul...
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Our client, a full-service private investment firm in Midtown Manhattan is currently seeking an experienced Branch Manager for their New York office. Candidates possessing the following attributes are encouraged to apply: Strong attention to detail and problem solving Excellent communication and organizational skills; The successful candidate should be able to work effectively and efficiently in a...
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INVESTMENT ASSOCIATE: PRODUCT EXPERT Department: Product Management & Global Marketing Group Job Responsibilities: This position is working as an Associate at a highly prestigious money management firm with over $130B AUM. The company is seeking an individual to act as Product Expert in their Global Marketing Group. This individual will have assigned projects working directly with Client Portfolio...
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#1926 Regional Asset Manager Dawn Taylor Associates, Inc., an executive recruitment firm specializing in Real Estate, seeks a Regional Asset Manager for our Real Estate client's Northeast Real Estate Portfolio. This position is an exceptional opportunity to work in a fast-paced, growth-oriented real estate firm. Responsibilities: · Develop and implement strategic plan for firm’s office portfolio ·...
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Capital One’s Wealth and Asset Management Group provides a range of asset management and financial planning products to individual and institutional clients. Wealth and Asset Management currently has billion in assets under administration, with $3.3 billion of those under discretionary management. Capital One is looking to invest in this group and needs an experienced professional to assist in bro...
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Please click here to refer a friend to this position. We currently have a career opportunity for a Tax Senior in our Financial Services Asset Management Tax practice. The successful candidate will be responsible for tax compliance and advisory work for clients in the areas of investment and hedge Funds, mutual funds and/or private equity. Our people work on key client issues in domestic federal, i...
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Senior Associate – Advisory Services – Business Valuation (Technology, Media & Telecommunications) Deloitte Financial Advisory Services LLP advises clients on managing business controversy and conflict, executing deals, and maintaining regulatory compliance. We provide services to companies throughout their lifecycle from purchasing a company to investigating potential fraud. Our Advisory professi...
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Full-time permanent position as a Regulatory Analyst Trade Surveillance Analyst • Assist maintenance of BSA/AML/OFAC and other Compliance Policies, Procedures, Programs and Standard Operating Procedures in a current condition. • Should be experience with interpreting regulations, assist in setting policy and procedures, doing the research , reporting and filings. • understand compliance issues, in...
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Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 8,500 employees working in 50 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results,...
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Boutique asset management firm seeks Assistant Portfolio Manager with 2-5 years’ experience trading municipal bonds and other fixed income products. Responsibilities include monitoring and analyzing portfolios, executing transactions and making buy/sell decisions. Because it is a boutique firm, this role presents the opportunity for exposure to equity trading, special projects, research and more. ...
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Position: Fund Accountant Location: BF New York About BF Butterfield Fulcrum Group (US) Inc. is part of the Butterfield Fulcrum Group (“BFG”). BFG is a boutique provider of alternative investment services with powerful technology and strong institutional backing. This combination provides BFG with the strength and flexibility to excel as a strategic partner to its clients. Our management team has ...
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New York City company providing wealth management and family office services for high-net-worth individuals has an opening for an experienced bookkeeper/accountant with relevant work experience. JOB RESPONSIBILITIES: Paying clients' bills Maintenance of general ledgers Payroll for companies, households and foundations Interacting with and negotiating with vendors JOB REQUIREMENTS Proficiency in Qu...
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Job Description SMB Capital, a recognized proprietary trading desk based in Manhattan, and Kershner Trading Group (Austin, Texas and New York City), have teamed up to create a joint venture for a new trading office in Midtown Manhattan. Our synergy between traders and technologists, along with an infrastructure of education, coaching, and mentoring, will help you to capitalize on your best short-t...
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Our Firm: As
a
truly
independent
investment
management
firm,
Preston
Wealth
Advisors
LLC
serves
the
needs
of
clients
demanding
superior
performance,
expert
advice,
transparent
fees,
and
exceptional
service.
Unlike
huge
financial
corporations
who
typically
have
little
quality
contact
with
individual
clients,
Preston
Wealth
Advisors
was
specifically
created
to
deliver
institutional-grade
portfolio
m...
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Convergent Wealth Advisors is an objective, open-architecture wealth management firm with over 250 clients and $10 billion in assets under advisement. Our typical relationship is a high net-worth individual or institution with approximately $25-45 million, and we provide our clients specialized investment management, portfolio advisory and performance measurement services. We are headquartered in ...
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The Senior Oil & Gas Operations Manager is responsible primarily for all the logistic requirements starting from the moment the traders buy the petroleum until they sell it. The main responsibilities include: •Ensure orders are delivered on time as per agreed service level agreement in a safe & cost effective manner •Follow up with transporters to ensure timely delivery of the (refined) products •...
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Company Description: AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. AllianceBernstein employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend stra...
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Come join our international organization located in Long Island City, Queens as our new Investment Analyst. In this position you will be responsible for providing assistance and support for a broad range of functions within the investment area overseeing UNFCU’s $2.2BN fixed income securities portfolio. Your primary focus will be to support the existing credit analysis and portfolio analytics func...
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Licensed Paraplanner/Associate Advisor (Upper East Side) Private Wealth Advisor seeking a top quality planning assistant for our upper east side location. Must be highly efficient and organized. Lic Series 7 REQUIRED. NYS Life and Health Preferred. Must pass NYS exam in 6 months from date of hire. Duties include Servicing clients for all financial planning needs, Trading, Financial Plan Production...
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#1918 Asset Management Analyst - Exclusive Listing Dawn Taylor Associates, Inc., an Executive Recruitment firm specializing in Real Estate seeks an Asset Management Analyst for our client, a prestigious Secaucus, NJ area Real Estate firm. Primary Responsibilities: Prepare financial modeling, budgets and cash flow analyses and related underwriting for the firms’ diverse real estate portfolio Abstra...
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#1933 Asset Manager Dawn Taylor Associates, Inc., an Executive Recruitment firm specializing in Real Estate, seeks an Asset Manager for our prominent New Jersey client’s commercial and industrial Real Estate assets. Primary Responsibilities · Responsible for overall performance of all phases of management of firm's commercial and industrial properties · Enhance long term economic value of assets t...
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