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FP&A and Strategic Finance Manager
Savills North America 4.6
Finance associate job in New York, NY
ABOUT SAVILLS
Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise.
Find your place to thrive.
No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple:
Be extraordinary, together.
Savills North America is seeking an FP&A and Strategic Finance Manager to join our dynamic and collaborative team. The ideal candidate is mission-driven, action-oriented, analytical, and able to thrive in a growing and fast paced environment. This individual should have a track record of analytical acumen and rigor, process discipline, and cross-functional collaboration to align decision making and business goals and objectives. The position will work directly with the Chief Financial Officer (CFO) and Executive Team, along with cross-functional teams to ensure the organization is advancing its financial initiatives aligned with Savills goals and objectives.
ESSENTIAL DUTIES & RESPONSIBILITIES
Recruitment and M&A:
Support the executive committee in broker recruitment and M&A processes, which includes due diligence, production of detailed financial models to evaluate opportunities, and creation of investment board packages.
Represent and support the constructs of finance's Transformation (i.e., decision support) and Finance Leadership and Growth Attribute's models.
Develop actionable insights to inform Recruiting and M&A decisions and business strategy.
FP&A:
Assist with the development senior management review materials aimed at facilitating decision-making and business performance assessments including monthly results, forecasts, pipelines, etc..
Maintain the Company's multi-year planning model to facilitate scenario analysis and ongoing tracking of long-term objectives.
Identify opportunities to enhance systems, tools, and processes that improve efficiency, transparency, and scalability- focusing on using technology and PowerBi.
Other duties may be assigned based on the company's strategic initiatives.
Mentor and develop the FP&A Analyst as well as fostering a culture of learning and collaboration across all business functions
QUALIFICATIONS
Bachelor's degree (Finance, Economics, Business, or related field preferred)
5+ years of experience in pricing, financial analysis, or a related business discipline-preferably within commercial real estate, professional services, or financial sectors
QUALITIES & ATTRIBUTES
Strong sense of integrity with the ability to handle sensitive issues and maintain confidentiality.
Strong analytical mindset: able to synthesize data from multiple sources into actionable business insights.
Advanced proficiency in Microsoft Excel and PowerPoint. Experience with Power BI, SQL, or CRM systems (e.g., Salesforce or Dynamics) is a plus.
Strong time management skills with the ability to manage multiple priorities and meet critical deadlines.
Proven ability to work effectively in a fast-paced, cross-functional, and global environment.
Superior written, verbal, and presentation skills with the ability to distill complex information for a variety of audiences.
Outstanding ability to communicate and break down complex ideas into digestible, simpler components.
Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status,or any other protected characteristic.
Savills participates in the E-Verify program.
$110k-163k yearly est. 5d ago
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Sales Trader
Berenberg Gossler & Co KG
Finance associate job in New York, NY
For our US Markets division in New York we are looking to hire into
US Equity Sales Trader - New York
Your role in the team:
Join our dynamic US Markets division as an US Equity Sales Trader, where you will play a pivotal role in expanding our presence in the US equity markets. In this position, you will be responsible for building and nurturing relationships with US clients, providing insightful advice on equity market developments, and executing client orders efficiently. This role offers and exciting opportunity to be part of a collaborative team, leveraging your knowledge of the current equity market to drive success.
What will you do?:
Build on existing and develop new relationships with US clients, providing advice on equity market developments and key issues that may affect their trading strategies for the US market
Execute client orders for the US market; coordinating between the traders and the client as required
Generate new order flow in the secondary and primary markets - on existing Berenberg deals and help generate potential blocks with client order flow
Prioritize resource allocation across clients and products to maximize revenue generation
Ability to talk in detail your knowledge of the current market for Equities
Required to comply with applicable regulation, including the Conduct Rules, internal policies and procedures
Liaise with and develop Berenberg's low touch offering and our Risk Arb team where possible
Who are we looking for?:
Experience within the Equity Trading Markets
Bachelor's degree preferred or equivalent experience required
Willingness to spend time traveling and socializing with clients
IT skills, including all standard Office applications
Strong communication skills, ability to foster relationships
Demonstrated ability to perform under pressure in a fast-paced environment
What we offer you
100% Company sponsored medical, dental, and vision insurance
25 Paid vacation and sick time
Company-paid life insurance
Company-paid STD/LTD
Paid parental leave
401(k) plan with company match
Gym membership discounts
Apply now and join our Team - we look forward to receiving your application!
Who We Are:
Berenberg Capital Markets LLC (BCM) is a New York based FINRA member broker-dealer, and wholly owned independent subsidiary of Joh. Berenberg, Gossler & Co. KG (Berenberg), one of Europe's leading privately-owned banks, established in 1590. Together, BCM and Berenberg have built a franchise known for its "client first" approach and a global reputation of high-quality coverage of both corporate and institutional clients. Leveraging our global network of institutional investors and deep corporate relationships, we developed a track record of raising capital on US exchange's raising over $27 billion across more than 80 transactions since opening our Equity Capital Markets division in 2018. Building on its strength and expertise across multiple industries, BCM continues to expand the breadth of Sales, Trading, and Investment Banking services it offers to better assist its institutional and corporate clients' access to the global equity markets. BCM adopts the same principles as its parent company and is committed to building long-term relationships with its clients based on high levels of accountability, responsibility, insight, vision, and expertise.
We place great importance on working on site, as we believe that being together in the office not only fosters creativity and efficiency, but also strengthens networks and builds trusting, collegial relationships. For us, this forms the foundation for productive and successful work. Together we collaborate to shape our business and fulfil our ambitious goals.
We welcome you to join us in our commitment to always do the right thing for our people, clients and our business - Our future is where you take us!
We will only accept applications submitted through our online application management system on the website.
We're committed to finding reasonable accommodations for candidates who require adjustments during our recruiting process. Please contact us directly on ************************* to discuss.
BCM provides Equal Employment Opportunities (EEO) to all employees and applicants without regard to their actual or perceived age, race, creed, religious belief, color, gender, sexual orientation, gender identity, partnership status, marital status, physical or mental disability, national origin, alienage or citizenship status, military or veteran status, genetic predisposition or carrier status, or engaging in protected activity (such as opposition to prohibited discrimination or participation in proceedings covered by the anti-discrimination statutes) or any other characteristic protected by applicable federal, state and local law. BCM complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Salary will vary based on role, education, level of experience, and expertise ranging between $200,000 to $250,000 dollars as a base salary with eligibility for a discretionary annual bonus plus comprehensive benefits package.
Standort New York
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Nächste Schritte
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$200k-250k yearly 6d ago
Sales Trader - AFS Commodities
AFS Energy B.V
Finance associate job in New York, NY
AFS is a leading brokerage firm in the global environmental commodities space. With deep expertise across Renewable Energy Certificates, Carbon, Fuels, and RNG, we connect institutional clients with opportunities that drive both commercial and climate value. From our hubs in New York and Europe, we serve multinational corporations, utilities, and trading houses with bespoke solutions in continuously evolving compliance and voluntary markets.
We're growing fast, and we're looking for an ambitious, commercially driven Sales Trader to
join our high-performance team in New York.
In this role you will be focusing on:
As a Sales Trader at AFS Commodities, you operate at the intersection of sustainability and capital markets. Your mission: unlock value for clients in environmental commodity markets while building a profitable, forward-looking trading book.
Your day-to-day responsibilities include:
Client Origination & Relationship Management Proactively build and maintain strong, long-term relationships with corporates, utilities, project developers, and counterparties across North America and globally.
Market Making & Execution Quote, structure, negotiate, and close trades in environmental commodities (RECs, carbon, RNG and related products). Identify and capitalize on arbitrage and liquidity opportunities.
Revenue Growth & Strategy Drive revenue through targeted outreach, deep market intelligence, and creative deal structuring, always aligning your trading strategy with AFS's broader commercial objectives.
Market Intelligence & Positioning Stay ahead of regulatory developments, shifting buyer preferences, and evolving supply dynamics in both compliance and voluntary markets.
Cross-Functional Collaboration Partner closely with analysts, operations, and risk/KYC teams to ensure smooth, efficient execution and outstanding client satisfaction.
A sales-oriented professional who combines genuine market curiosity with sharp execution skills:
2+ years of experience in sales, trading, or brokerage ideally within environmental commodities (RECs, carbon, fuels, RNG, etc.)
Fluent in English; Spanish is a significant advantage
Solid understanding of environmental markets and the key drivers of sustainability (exposure to voluntary and/or compliance markets strongly preferred)
Strong commercial drive and a proven track record of building and monetizing relationships
Analytical mindset with a structured, disciplined approach to trading
Excellent communication and negotiation skills, comfortable and credible engagement with clients and C-level executives
Entrepreneurial spirit and the energy to thrive in a fast-paced, deal-driven environment
Bachelor's degree in finance, Economics, Environmental Science, or a related field
What we offer
High Impact Join a lean, fast-growing team and play a pivotal role in building our North American presence
Global Platform Work with a diverse multinational client base and cross-border trade flows
Room to Grow We promote from within and reward creativity, intelligent risk-taking, and strong performance
Smart, Driven Teammates Become part of a flat, collaborative team where ideas travel fast and successes are celebrated together
Performance-based Rewards Attractive bi-annual bonus scheme directly linked to individual and team results
International Exposure Participate in global industry events and conferences to expand your network and strengthen client relationships
Time to Recharge 20 days of paid time off per year to support long-term productivity and wellbeing
Get in touch!
Are you ready for a new challenge by becoming a member of this motivated team? Please send your resumé through the application link. The Corporate Recruiter in charge is Teije Veenstra (*********************).
Application process
1st round: Job interview with Corporate Recruiter
2nd round: Job interview with one of your future colleagues and the Director.
Job Offer
We are happy to recruit our AFS colleagues by ourselves. We do not need help from external parties. If we receive resumes from unaffiliated recruitment agencies, we reserve the right to contact the people involved directly and treat candidates as regular candidates.
Ready to collaborate to achieve sustainable success?
Apply now and help shape the next chapter of global environmental markets with AFS Commodities.
$110k-192k yearly est. 7d ago
LatAM Sovereign Trader
Barclays Bank 4.6
Finance associate job in New York, NY
To execute trades and manage risk within a defined portfolio of financial instruments and staying informed about market trends and developments to make informed trading decisions. Accountabilities. Execution of buy and sell orders or pricing of liqui Trader, Trade, Business, Monitoring, Banking
$119k-185k yearly est. 6d ago
Head of Finance
Allwhere, Inc.
Finance associate job in New York, NY
Head of Finance - allwhere Reports to: COO; dotted-line partnership with the CEO About Allwhere Allwhere simplifies and streamlines employee equipment management, enabling companies to efficiently handle device refreshes, retrieval, and onboarding at scale. We are rapidly growing and seeking a strategic, execution-focused Head of Finance to fuel our next phase of expansion.
The Opportunity
We are looking for a proven financial leader with experience in high-growth, working capital-heavy, logistics-heavy, and international businesses. The ideal candidate has successfully led financial operations, built scalable financial infrastructure, and driven capital efficiency in fast-growing organizations. You will partner closely with the COO to optimize financial performance, manage cash flow, and strengthen our financial foundation while ensuring rigor and compliance. This is the most senior finance role at allwhere, with full ownership of the finance function and accountability for all financial strategy, operations, and execution company-wide. While this role formally reports to the COO, it operates in close partnership with the CEO and serves as a primary financial advisor to the CEO and executive leadership team.
What You'll Do
Strategic Financial Leadership & Business Model Strategy
Partner with the COO and CEO to drive allwhere's financial strategy and oversee cash flow management to enable profitable growth.
Partner with the leadership team to refine our long-term financial vision, ensuring sustainable scalability.
Prepare and deliver financial reporting and analysis to support executive decision-making, fundraising, and investor communications.
Support investor relations and fundraising activities, including financial modeling, diligence preparation, and investor materials for Series B and Series C financings.
Partner with leadership to refine allwhere's business model and identify opportunities to improve unit economics and margin performance.
Working Capital & Credit Management
Optimize working capital management, balancing cash flow with business growth.
Establish, negotiate, and manage credit terms and credit policies with vendors and partners to support growth while maintaining strong liquidity discipline.
Develop and oversee credit risk assessment frameworks to ensure financial stability and minimize exposure.
Develop strategies to manage credit lines and payment terms to support expansion while minimizing financial risk.
Implement efficient accounts receivable and payable processes to improve cash flow predictability.
Continuously forecast and manage cash flow across all entities to ensure proactive liquidity planning and operational agility.
Cost Structure & Vendor Economics
Manage and optimize cost structures across our procurement vendor network, 3PL partners, shipping, and logistics.
Establish and maintain vendor credit arrangements that balance favorable payment terms with healthy working capital practices.
Lead cost analysis and partner with operations and procurement to negotiate favorable terms with suppliers and partners, ensuring cost efficiency as we scale.
Implement financial processes to track, analyze, and optimize vendor spend and operational costs.
International Expansion & Compliance
Ensure financial compliance across multiple jurisdictions, navigating tax, regulatory, and foreign exchange complexities.
Support optimization of global entity structures for operational efficiency and compliance in collaboration with external advisors.
Scale treasury and payment operations to support international business growth.
Team Leadership & Process Optimization
Lead the finance and accounting team, aligning financial operations with business goals and fostering team development and growth.
Strengthen internal financial controls, risk management, and reporting accuracy.
Partner with operations and product to automate financial workflows and improve efficiency.
Who You Are
You have served as the most senior finance leader at your organization, owning the full finance function and acting as the primary financial partner to the executive team and board/investors.
Proven experience leading Finance at a high-growth company with meaningful scale (eg, substantial topline/gross revenue, as well as net revenue), ideally in logistics, procurement, e-commerce, or marketplace environments, and a proven track record of driving at least 1.5x-2x growth, ideally greater.
Experience managing financial operations for inventory-intensive businesses, particularly where inventory and fulfillment are core to the operating model.
Experience managing global financial operations (multi-entity, multi-currency).
Experience supporting fundraising processes (e.g., Series B/C), including financial modeling, due diligence, and investor materials.
Deep expertise in cash flow optimization, credit line management, vendor credit term structuring, and working capital strategies.
Experience designing and managing comprehensive credit management systems, including vendor and customer credit policies, risk assessments, and payment term optimization.
Strong track record of cost structure management, vendor negotiations, and logistics cost optimization.
Skilled in financial modeling, FP&A, and capital allocation.
Builder mentality - able to create systems from scratch while optimizing for scale.
Experience leading finance teams as well as cross-functional teams in a fast-paced environment.
Demonstrated ability to lead the full finance function, spanning front-end and back-office operations, and excelling in both operational and strategic finance.
Why Join Us?
Lead finance at a rapidly scaling, category-defining company with a clear path to dominance.
Own a high-impact role with direct influence over strategy, growth, and financial execution.
Work closely with the COO, CEO and leadership team in a dynamic, fast-moving environment.
Competitive compensation, equity, and leadership growth opportunities.
$104k-197k yearly est. 4d ago
Strategic Finance Executive for Academic Healthcare
ACG Cares
Finance associate job in Newark, NJ
A leading university in New Jersey is seeking a Chief Financial Officer to oversee the financial affairs of the School of Nursing. This position involves managing budget development, internal controls, and financial reporting to ensure compliance with university policies. The ideal candidate will lead financial activities and report directly to senior management, contributing to the financial health of the school.
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$83k-157k yearly est. 3d ago
Credit Financing Associate
Atlantic Group 4.3
Finance associate job in New York, NY
Type: Perm (Contingency)
Job #40911
Salary: $135,000
Job Overview - Credit FinancingAssociate: Our client is seeking a Credit FinancingAssociate in New York, NY, to manage financing strategies across investment portfolios. This in-office role involves working closely with teams on financing structures to support effective risk management and strategic growth.
Compensation: $135,000 - $175,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (In-Office)
Responsibilities as the Credit FinancingAssociate:
Financing Management: Manage and execute financing transactions backed by credit assets, including corporate bonds, leveraged loans, asset-backed securities, and private credit.
Facility Oversight: Manage the financing book, optimizing margins and overseeing leverage facilities to support investment strategies.
Relationship Management: Maintain and foster relationships with funding providers, including investment banks and non-bank lenders, to ensure access to financing.
Market Analysis: Analyze market trends to identify and secure leverage capacity within and outside traditional banking systems.
Development: Develop and implement robust financing processes for public and private credit spaces, ensuring consistency and efficiency.
Qualifications for the Credit FinancingAssociate:
Education: Bachelor's degree in Finance, Economics, or Accounting required.
Experience: 3-7 years in a buy-side firm or investment bank required, with experience in financing credit and structured assets.
Technical Skills: Skilled in financing arrangements, credit underwriting, financial modeling, and tools like repurchase agreements, margin loans, and credit lines.
Attributes: Detail-oriented, strong communicator, with a keen interest in financial markets and robust analytical skills.
Preferred: Experience in financing product development, transaction management, and credit or quantitative investment analysis.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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Amazon Advertising Finance is seeking a highly motivated Financial Analyst to join our Ad Sales FP&A team. In this role, you will partner closely with Product, Sales, and Business stakeholders to help shape Ad Sales leaderships strategy in a fast-evo Financial Analyst, Finance, Advertising, Sales, Financial, Analyst, Banking
$85k-127k yearly est. 7d ago
Associate - Transaction Advisory Group - Financial Due Diligence
Alvarez & Marsal 4.8
Finance associate job in New York, NY
Associate - Transaction Advisory/Financial Due Diligence
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
Global Transaction Advisory Group (TAG) is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.
A&M's Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.
We are seeking an Associate to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a target's quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.
How you will contribute?
As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.
Responsibilities include:
* Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients' investment strategy.
* Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.
* Assess the quality of the target company's reported earnings, net assets and cash flows.
* After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the client's valuation and sale, purchase agreement and provide other negotiating points
* Participate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.
* Be actively involved in building and maintaining client relationships and other business development opportunities.
Qualifications:
* A minimum of 2-3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group
* Bachelor's or Master's degree in Accounting and/or related major
* Certified Public Accountant (CPA) or in the process of obtaining one
* Working knowledge of US GAAP and SEC reporting
* High proficiency in Excel and PowerPoint
* Excellent interpersonal and communication skills
* Strong project management skills
* Flexibility to work as both a team member and as an individual contributor
* Ability to thrive and be effective in fast-paced settings
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
The base salary is $100,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
A&M does not require or administer a lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-JL1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$100k yearly 7d ago
CLO/ABL/Structured Finance - Associate (2-6+ Years) - New York, NY
Larson Maddox
Finance associate job in New York, NY
Mid-Level Associate - Structured Finance
Experience Required: 2-6+ years
Compensation: 235,000-420,000
Bar Admission: Must be admitted or eligible for admission in New York
About the Role:
An AmLaw 100 firm is seeking a highly motivated and skilled Associate with 2-6+ years of experience to join their team focusing on Structured Finance, Asset-Backed Lending, and Private Securities Offerings. This role involves advising on complex financial transactions, drafting and negotiating key documents, and ensuring compliance with regulatory requirements. The position offers exposure to a wide range of capital markets transactions, including CLO, ABS, and CMBS structures.
Key Responsibilities:
Advise on private securities offerings, Securitization, and/or Structured Lending transactions.
Draft and negotiate transaction documents such as credit agreements, indentures, and offering memoranda.
Manage due diligence and closing processes for complex financing deals.
Ensure compliance with applicable laws and regulations throughout transactions.
Support structuring and execution of CLO, ABS, and/or CMBS transactions (experience in these areas is a plus).
Qualifications:
J.D. degree from an accredited law school with strong academic credentials.
2-6+ years of experience in Private Securities Offerings, Securitization, or Bank Lending (including Syndicated and Asset-Backed Lending).
Strong drafting, negotiation, and analytical skills with ability to manage multiple projects.
Prior experience at a reputable law firm required; CLO/ABS/CMBS experience is a plus.
Ability to thrive in a fast-paced, client-focused environment.
Why Join?
Work with one of the most respected structured finance teams in the country.
Exposure to cutting-edge transactions and high-profile clients.
Competitive compensation and benefits package.
Clear path for career growth and advancement.
Ready to Apply?
If you're ready to take the next step in your career and join a team working on some of the most sophisticated transactions in the market, submit your application today!
$73k-129k yearly est. 4d ago
Legal Associate - Financial Services
Daley and Associates, LLC 4.5
Finance associate job in New York, NY
Legal Associate (Contracting & Documentation) We are currently seeking candidates for a Legal Associate role with a well-established asset management firm located in New York City, NY. This role sits within the Legal & Compliance organization and supports the firm's Client Platform, with a primary focus on contracting and documentation. The Legal Associate will be responsible for drafting, reviewing, and negotiating a range of client-facing agreements while also supporting process improvement and legal technology initiatives, including AI-enabled solutions. The ideal candidate will have 4-5+ years of experience in a legal or contracting role within the financial services industry.
This is a 6-month contract position paying between $42-$48/hour (depending on experience). This role supports a hybrid work model of four days per week onsite, one day remote in New York City, NY.
Responsibilities:
• Assist with contracting and documentation supporting the Client Platform, including drafting, reviewing, and negotiating investment management agreements, amendments, ancillary documentation, RFPs, and non-disclosure agreements.
• Serve as a primary point of contact for the Advisory Legal team, as well as business development and relationship management professionals.
• Collaborate with other members of the Legal team in connection with complex contracting and documentation matters.
• Support resolution of complex documentation issues and assist in establishing controls and processes where required.
• Contribute to the development and implementation of technology solutions related to the contracting process, including AI tools and Microsoft Power Apps.
• Participate in the ongoing development and improvement of legal processes, design, and operational efficiency.
• Provide additional legal and documentation support as needed.
Qualifications:
• Bachelor's degree in Legal Studies or a related field required.
• 4-5+ years of paralegal experience required; senior paralegals or junior lawyers strongly preferred.
• Must have experience within the financial services industry; asset management experience is highly preferred.
• Prior experience in a legal or contracting function at an asset manager, financial institution, or large corporate organization.
• Hands-on experience negotiating contracts, including NDAs and exposure to RFPs.
• Strong interest in legal technology, process design, and operational improvement initiatives.
• Excellent written and verbal communication skills, with the ability to distill and communicate complex legal concepts clearly.
• Strong business judgement, collaboration skills, and a pragmatic, risk-aware approach to contracting.
• Ability to work independently while also contributing effectively within a team environment.
• Language skills are a plus but not required.
For immediate consideration, interested and qualified candidates should send their resume to Jackson at ********************.
IND123
We are:
Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: **********************
You Are:
Are passionate about helping clients solve complex challenges and supporting them through critical transformations.
Can design and implement sales and service experiences, capabilities, and architecture required to bring customer strategies to life.
Understand the ins and outs of the Financial Services industry and front-line sales and service organizations, and ready to apply your knowledge to clients optimize and transform their sales and service solutions.
Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Ready to dive deep into creative and analytical thinking to solve problems and transform challenges into opportunities
Working in an agile, fast-paced environment energizes you, and you're at your best when contributing to a team.
The Work:
Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people, process and technology.
Ability to deliver and manage dynamic technology consulting projects with heavy client engagement
Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements.
Deliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables
Consult and partner with our clients to help them develop high performance solutions to advance their industry position in Financial Services
Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives
Help develop of our next generation Financial Services offerings for Customer, Sales & Service.
Travel Requirement: Travel for this role is expected and required, the amount of travel is variable depending upon the client and project.
Qualification
Here's What You Need:
* 3+ years relevant experience managing or creating project deliverables in a consulting environment, with broad experience in management or technology consulting delivering technology implementations and digital transformations
* 2+ years leading transformations in Financial Services industry (retail banking, insurance, wealth management, capital markets, and etc.) from requirements, design, test, deployment and etc.
* 2+ years experience in delivery of a wide range of Financial Services solutions; deep understanding of the industry and its challenges and opportunities
Bonus Points If:
* Strong client relationship development and client management skills
* A Bachelor's degree
* You have Salesforce CRM or CPQ certifications
* You have prior experience implementing or delivering CRM solutions such as Salesforce, Microsoft, Pega, or Oracle
* You have prior experience implementing or delivering CPQ applications, primarily Salesforce, Oracle, Vlocity, Apttus, or SAP
* You have experience facilitating design thinking workshops to help our Financial Services clients re-imagine their future
* You've got an advanced degree or financial industry certification
* You've got experience in sales and delivering banking projects on time
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.
We anticipate this job posting will be posted on 01/24/2026 and open for at least 3 days.
Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here:
U.S. Employee Benefits | Accenture
Role Location Annual Salary Range
California $70,350 to $205,800
Cleveland $59,100 to $164,600
Colorado $63,800 to $177,800
District of Columbia $68,000 to $189,300
Illinois $59,100 to $177,800
Maryland $63,800 to $177,800
Massachusetts $63,800 to $189,300
Minnesota $63,800 to $177,800
New York $66,300 to $205,800
New Jersey $68,000 to $205,800
Washington $80,200 to $189,300
#LI-NA-FY25
Locations
$80.2k-189.3k yearly 2d ago
Pre-Sales Consultant, Financial Services
Alphasense 4.0
Finance associate job in New York, NY
About The Team
The Customer Success organization is composed of three teams: pre-sales, customer success, and support. The Pre-Sales Consultant will join a team of trusted partners to our Account Executives, working closely with prospective clients through new business sales cycles to demonstrate the value of our platform and help drive new revenue. They are problem-solvers, storytellers, and product experts who thrive on helping customers make better and faster decisions.
Pre-Sales Consultants combine deep product knowledge, commercial acumen, industry experience, and strong client intuition to run high-impact evaluations. This role is specific to the Financial Services vertical, engaging with decision-makers and users to uncover use cases, run tailored demos, and guide prospects to successful outcomes. Due to their extensive exposure to clients, they are in a prime position to partner with our Product Management and Content teams to help determine future product developments, as well as playing a key role in product Betas and the customer feedback loop.
About The Role & What You'll Do:
As a Pre-Sales Consultant focused on Financial Services, you will work as part of the sales cycle to bridge the capabilities of our technology with the domain-specific needs and workflows of our clients. You will not only drive value to our clients, but also champion their perspective and play a critical role in defining future use cases in AlphaSense for key personas, including: Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds.
What You Will Do:
Partner with GTM Teams to Drive Commercial Outcomes: Collaborate closely with Account Executives to take ownership of and run seamless product evaluations in order to drive new business revenue growth.
Build and Curate Financial Services Use Cases: Conduct targeted discovery into clients' unique research workflows and pain points in order to help them effectively leverage AlphaSense for their bespoke use cases. Continue to seek out and develop new and emerging use cases with clients as AlphaSense's capabilities evolve.
Forge and Maintain Strong Client Relationships: Engage directly with investment professionals of all levels/seniority at financial institutions to understand their most pressing challenges. Build strong rapport with prospects and establish yourself as a credible domain and product expert who is capable of partnering with them and driving value from evaluation inception through to close.
Contribute to Product Development: Translate client feedback and proactively share product & content improvements/enhancement requests internally.
Who You Are:
You have a proven track record of working with Financial Services investors/clients to solve complex problems and are passionate about the application of AI to the industry. You are a systems thinker with an ambition to continuously improve processes and a desire to contribute to a fast-growing, entrepreneurial team culture.
What You Bring:
Financial Services Expertise: 2+ years' experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds.
Curiosity About Generative AI in Financial Services: A demonstrated interest in the transformative potential of AI for the financial sector, flexible problem-solving skills and knowledge of the competitive landscape for GenAI in Financial Services.
Executive Presence & Strong Presentation Skills: A proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business-oriented audiences. Comfort with conducting evaluations of varying lengths/forms e.g. on-site workshops, whiteboard sessions, multi-call demos etc.
High-Impact, Ownership Mindset: An exceptional ability to thrive on autonomy, tackle client questions and challenges with enthusiasm, and drive workflow transformation at some of the world's biggest financial firms.
Consultative Approach: A highly articulate, consultative, and confident client-facing professional with the ability to distill and explain complex issues in simple terms.
Team Player: Superior ability to build and maintain strong internal relationships, combined with a positive and proactive personality.
Collaboration & Influence: Ability to work cross-functionally and effectively distill client feedback to GTM, Product, and Content teams, in order to continually help influence and improve our capabilities/product offerings.
Candidate Requirements:
Minimum 2 years of work experience in a high growth fintech/SaaS firm in one of sales, client success, product, or a related client-facing or investment role within the Financial Services industry.
High aptitude and willingness to learn.
Outstanding oral, written, and presentation skills.
Effective attention to detail, time management, and task prioritization, even when under pressure.
Ability and interest to work autonomously and contribute to a dynamic and entrepreneurial team culture.
What We Offer
Competitive compensation and performance incentives.
Comprehensive health coverage.
The chance to join a collaborative, high-energy team making a measurable impact for some of the world's most influential companies.
$52k-75k yearly est. 7d ago
Relationship Banker - West Manhattan NY Area
Bank of America 4.7
Finance associate job in New York, NY
New York, New York;New York, New York; New York, New York; New York, New York; New York, New York; New York, New York
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*****************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$42k-54k yearly est. 5d ago
Proprietary Equity Trader
T3 Trading Group 3.7
Finance associate job in Westfield, NJ
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$77k-138k yearly est. Easy Apply 60d+ ago
Proprietary US Equities Trader/Active
Hold Brothers 3.5
Finance associate job in New York, NY
About the Job:
Hold Brothers Capital, LLC, is a FINRA Registered, SEC, Self-Clearing Broker Dealer. We strive to be a complete destination for traders looking to maximize their performance in today's financial markets. We trade the US Equity Markets only. Our proprietary traders focus primarily on technical analysis to develop their trading strategies. By utilizing multiple time-frames, our traders exercise position, swing, and intraday trading styles to maximize returns based on market conditions. We aim to help traders become successful by providing premier technology, and a highly professional, value added environment.
Requirements
Competitive Advantages Include:
Buying power based on experience and performance. Example: 50/1 Intra-Day
Opportunity to Trade Firm Capital based on past experience/track record
Our Cost and Fee Structures are the Best in the Business
Access to High frequency, and Black Box infrastructures
Use of our own internal execution platform (GrayBox) Built by traders, and in-house developers. Also highly customizable upon trader request.
First class, in-house tech support, and connectivity
Remote trading available
Self-Clearing Capabilities (which will reduce monthly costs to the Traders)
Equity “Prop” Traders with Hold Brothers Capital LLC, are required to be registered, and licensed with our broker-dealer in order to trade at the firm. Either, an active Series 7 and Series 55, Series 56, or 57 are required. We can provide Series 57 exam sponsorship to qualified candidates. Retail “Pattern Day Traders” are not required to be registered, and licensed with our broker-dealer. They must maintain a balance of $25,000 USD in order to continue actively trading.
Benefits
Medical, Dental, Vision, Paid Time Off
Highly Competitive (Up to 99%) Monthly Payout based on Performance.
You can get paid twice within a month. (We are the only firm that offers Bi-Weekly Payments.)
$110k-196k yearly est. Auto-Apply 60d+ ago
Experienced Equities Trader
SMB Capital 3.8
Finance associate job in New York, NY
“You can be better tomorrow than you are today!”- Mike Bellafiore, The PlayBook SMB Capital, in a “JV” (joint venture) with Kershner Trading Group in NYC, is looking for experienced US Equities Traders with a strong track record, who seek capital and technology to build their trading business. Our technology will help you play more offense and make more PnL: proprietary execution platform, custom filters, single stock scripts and automated trading.
The SMB Capital - Kershner Trading Group JV provides all capital and a PnL firm infrastructure to in-house traders, who actively trade stock instruments in financial markets. Traders share the profits from their trading activity with the firm. Each trader sets their own style and strategy, but in general, traders buy and sell in U.S. equity, options, and futures markets on both a manual and automated basis. Compensation in this role is based fully on an individual trader's performance.
The JV provides unique opportunities to talented, energetic people, rooted in the philosophy that everyone can do more than they realize if they try. The JV empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and who are open to being both a student and teacher in a learning organization.
In short, the Experienced Equities Trader role is a chance to join a high-performance team of:
experienced traders pushing their skills and adapting to new market opportunities;
talented technology professionals developing leading-edge trading and market analytics systems;
quantitative/business analysts providing tools and insights to fuel business growth;
top-notch support staff who keep everything humming and meet all challenges in a cool, casual atmosphere.
Our JV is currently seeking candidates who are excited about the prospect of pushing their own professional limits. Think you can do more? What are you capable of?
$109k-195k yearly est. 60d+ ago
Head of Systematic Futures Team (USA)
Trexquant Investment 4.0
Finance associate job in New York, NY
Job Description
We are looking for an experienced systematic futures quantitative researcher to lead our Futures Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable futures based systematic strategies within Trexquant's core product. Your work will expand our existing systematic futures program as a meaningful asset class in our proven quantitative processes.
Responsibilities
Expand our current futures effort by further identifying data and signals useful for building and backtesting various futures strategies.
Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed futures based strategies.
Design and Implement futures based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes.
Align with the risk team to establish monitoring and controls for futures specific risk exposures as well as capital allocation among our incumbent strategies.
Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies.
Requirements
5+ years of experience in researching and trading quantitative futures based strategies.
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
Proven leadership experience in managing a team of quantitative researchers.
Strong quantitative skills.
Proficiency in Python.
Benefits
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your. dependents.
Pre-tax commuter benefits.
Weekly company meals.
Applications are open for both Stamford and New York City offices, the latter with a planned opening in October 2026.
The base salary for this role is $130,000 to $200,000, and will be determined based on the candidate's educational background and professional experience. Base salary is one component of Trexquant's total compensation package, which may also include a discretionary, performance-based bonus. This position is classified as overtime-exempt.
Trexquant is an Equal Opportunity Employer
$130k-200k yearly 20d ago
Equity Trader - Asian Markets (located virtually within San Francisco, CA or New York, NY areas)
TIAA
Finance associate job in New York, NY
The Equity Trader participates in the purchasing and selling of securities of a specific asset class based on instructions from Portfolio Managers and within defined discretionary guidelines. In conjunction with Portfolio Managers, this job works with clients in assessing financial opportunities, analyzing risks and developing trading strategies.
Key Responsibilities and Duties
Supports Portfolio Managers to identify opportunities to improve on investment returns with existing and new customers.
Informs Portfolio Managers of market movements, trading environment and performance of individual equities which may affect portfolio holdings and the execution of orders.
Monitors market movements, trading environment and performance of individual equities to inform purchasing and selling of securities.
Reviews portfolio records and reports that detail purchases and sales of securities.
Ensures that all trading processes and documents comply with standard policies and requirements.
Solves escalated administrative issues in support of trading activities.
Educational Requirements
University (Degree) Preferred
Work Experience
3+ Years Required; 5+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
7IC
Additional Responsibilities:
Support and handle various market needs of the Portfolio Managers and Analysts.
Provide excellent quantitative and technical expertise in analyzing markets and sectors.
Perform in a fast-paced environment with a passion for economic markets, along with a curiosity for why things happen to impact the market.
Additional Qualifications:
Required:
3-5 years of direct execution and trading within Asian Markets
Ability to generate alpha through efficient trade execution
Knowledge of Asian market structure and regulations
Experience with electronic execution and use of algorithms
Ability to use various OMS/EMS systems and knowledge of trading technologies
Knowledge of various TCA metrics and benchmarks
Experience with trading Asian markets in live hours (overnight)
Desired:
Bachelor's degree in business, Economics, Finance, Computer Science or Math
Possess the highest level of integrity
Ability to integrate and contribute within a team-oriented environment
Possess strong interpersonal and communication skills and successfully manage client relationships
Location:
Role can be located virtually within San Francisco, CA or New York, NY metro areas
Related SkillsCommunication, Consultative Communication, Continuous Improvement Mindset, Data Analysis, Due Diligence, Equities Trading, Executive Presence, Financial Markets, Inspires Others, Market/Industry Dynamics, Relationship Management, Trading Best Execution
Anticipated Posting End Date:
2026-01-30Base Pay Range: $140,000/yr - $196,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
Company Overview
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
$140k-196k yearly Auto-Apply 5d ago
Experienced US Equities Trader - NYC
Kershner Trading Group
Finance associate job in New York, NY
Kershner Trading Group, LLC is looking for experienced US Equities Traders with a strong track record, who seek capital and technology to build their trading business. Our technology will help you play more offense and make more PnL: proprietary execution platform, custom filters, single stock scripts and automated trading.
Kershner Trading Group is a leading proprietary trading and technology firm, headquartered in Austin, Texas with a second office in midtown Manhattan, NY. Our proprietary trading firm provides all capital and a PnL firm infrastructure to in-house traders, who actively trade stock instruments in financial markets. The traders share the profits from their trading activity with the firm. Traders buy and sell in the U.S. equity markets, options and futures on both a manual and automated basis.. Each trader sets their own style and strategy. All trading roles are performance based earning. Please review our website to learn even more about our culture and environment.
Kershner Trading Group, LLC provides unique opportunities to talented, energetic people, rooted in the philosophy that everyone can do more than they realize, if they try. KTG empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and are open to being both a student and teacher in a learning organization.
Kershner offers the chance to join a high-performance team of experienced traders trading bigger everyday and adapting to new market opportunities, talented technology professionals developing leading edge trading and market analytics systems, quantitative/ business analysts providing tools and insights to fuel business growth and top-notch support staff.
What are you capable of? KTG is currently seeking candidates who are excited at the prospect of pushing their own professional limits. Think you can do more?
Requirements
Clear system for expressing your trade ideas in the market
Minimum 2 year track record managing at least 1m
Past experience at a prop trading group, Hedge Fund or institution is preferred
Short-term trading strategies preferred
At Kershner Trading Group we are democratizing the science of quantitative trading. Please check out our cloud-based research platform at cloudquant.com. Cloudquant is a free trading and research tool for ordinary people with extraordinary ideas. You create it, we fund it, we profit together! There is no need to wait, take cloudquant.com for a test drive now while we review your application.
How much does a finance associate earn in Union City, NJ?
The average finance associate in Union City, NJ earns between $38,000 and $115,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Union City, NJ
$67,000
What are the biggest employers of Finance Associates in Union City, NJ?
The biggest employers of Finance Associates in Union City, NJ are: