Syndicate Loan Servicing Associate
Finance service representative job in Morristown, NJ
• Process Commercial Loan transactions within the agreed timelines & accuracy.
• Understanding of Syndicated Loan Agency servicing, participation bought, rollovers, funding, Invoicing & billing process
• Tracking of the transactions assigned and completion on time.
• Daily Reporting of the activities/transactions processed
• Responsible for processing and authorizing daily transactions (reserving of funds, funding with Treasury and drawdown's / rollovers / payments / fees)
• Reviewing and making swift payments as per deal requirements
• High School Diploma or equivalent.
• 2 to 4 years of experience in Syndications & Corporate Lending Operations
• Basic MS Office knowledge
• Good Communication and Co-ordination skills
Debt Finance Associate
Finance service representative job in New York, NY
A rare opportunity for a Debt Finance associates to transition into a Magic Circle firm based in New York offering not only a better work-life balance but also long-term career development and the chance to build your own client base. You'll have room to build a book of business as this forms continues to push for market share.
The Head of Banking & Finance would like us identify a strong mid-to-senior associate (2020-2018 Class) with experience on either the borrower or lender side.
This is ideal for someone considering a strategic shift-whether you're looking for a new challenge, more meaningful client interaction, or a firm where internal mobility and partnership potential are real. Strong emphasis on culture and work-life-balance.
Corporate Finance Associate
Finance service representative job in New York, NY
Our client is searching a high-performing Corporate Finance Associate to help shape the company's growth trajectory and strategic direction. In this role, you will work closely with senior leadership, including the executive team and leaders across subsidiary businesses, gaining meaningful exposure to key decision-makers. The organization is experiencing significant growth supported by a strong balance sheet and a disciplined value-creation strategy focused on outperforming industry growth and executing thoughtful acquisitions. This position is ideal for someone who thrives in a dynamic, fast-scaling environment and is excited to make a tangible impact.
The Corporate Finance Associate will play a key role in advancing the company's strategy through rigorous financial analysis, planning, and strategic support. Responsibilities include driving analytical rigor across budgeting and forecasting, supporting monthly financial reporting and performance analysis, maintaining industry and internal data intelligence, and contributing to earnings, board, and investor materials. You will partner closely with business leaders on strategic and operational analyses, support the full M&A lifecycle through due diligence and valuation work, and continuously improve financial processes, systems, and analytical infrastructure to support scalability and efficiency.
The ideal candidate brings a strong analytical foundation, attention to detail, and the ability to translate complex financial information into clear insights. Qualifications include a bachelor's degree in Finance, Business, Economics, or a related field, with at least two years of experience in investment banking, corporate development, finance, or a similarly rigorous environment. Strong financial modeling and valuation skills, advanced proficiency in Excel and PowerPoint, excellent communication abilities, and comfort working autonomously amid evolving processes are essential. We are looking for a proactive, intellectually curious self-starter with a growth mindset who is eager to contribute to a high-performing, collaborative team.
Customer Service Representative
Finance service representative job in Jersey City, NJ
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for assisting customers with all issues with their online sports betting and iCasino accounts:
Applicants must be available to work any 8 hour shift between the hours of 10am -12am any day of the week. Agents are required to work in office 3 days per week.
Responsibilities
Communicate with customers via phone, email and live chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
Sports interest and knowledge
Customer Service Representative
Finance service representative job in Woodbridge, NJ
Are you ready to embark on a rewarding career journey? At Plymouth Rock, we pride ourselves on fostering a dynamic and supportive service center environment where professionalism and teamwork are highly valued. If you're the kind of person who enjoys solving problems and helping others when they need it, this could be a great opportunity to start your career at Plymouth Rock!
We're currently seeking passionate individuals to join our team as Customer Service Representatives, where you'll play a pivotal role in providing exceptional service to our valued customers, agents, and partners. As a Customer Service Representative, you'll be at the forefront of our customer interactions, handling inbound calls with efficiency and professionalism.
RESPONSIBILITIES
• Answer inquiries via phone, email and texting regarding policies, coverages, and premiums with confidence and accuracy.
• Ensure first call resolution, making the customer experience as seamless as possible.
• Develop and maintain comprehensive product knowledge across all three lines of insurance (Auto, Homeowner, and Umbrella).
• Cultivate strong relationships with our agents and partners, contributing to our collaborative work environment.
• Utilize your analytical and decision-making skills to address policy changes and corrections effectively.
• Exceed customer and agent expectations by delivering top-notch service through positive interactions and extensive product expertise.
• The ability to work a flexible schedule is a critical aspect of this position. Hours for this position are shifts between: 8:00am-7:00pm Monday - Friday and 10:00am-3:00pm every third Saturday.
QUALIFICATIONS
• Strong interpersonal, communication, and organizational skills.
• Analytical mindset with good decision-making abilities.
• Proficiency in computer skills and data entry.
• High motivation to take ownership and follow up on tasks.
• Flexibility to adapt to a fast-paced, changing environment.
• Ability to work weekdays and rotational Saturdays.
• High school diploma required, college degree is a plus!
• Spanish language proficiency is a plus!
SALARY RANGE
The pay range for this position is $45,000 to $49,500 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity.
PERKS & BENEFITS
• 4 weeks accrued paid time off + 9 paid national holidays per year
• Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision)
• Annual 401(k) Employer Contribution
• Free onsite gym at our Woodbridge Location
• Resources to promote Professional Development (LinkedIn Learning and licensure assistance)
• Robust health and wellness program and fitness reimbursements
• Various Paid Family leave options including Paid Parental Leave
• Tuition Reimbursement
ABOUT THE COMPANY
The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner's insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”.
#LI-DNI
Customer Service Representative
Finance service representative job in New York, NY
We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs.
What You'll Do
Create a welcoming and polished experience for employees, clients, and guests.
Deliver responsive, high-touch customer service in person, by phone, and through digital channels.
Collaborate with teammates to share responsibilities and maintain seamless operations.
Partner with other departments to direct inquiries and resolve issues efficiently.
Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination.
Safeguard sensitive and confidential information with the highest level of discretion.
What We're Looking For
Strong verbal and written communication skills.
A customer-first mindset, with the ability to handle requests thoughtfully and professionally.
Initiative and sound judgment to manage situations independently when needed.
Your Background
High school diploma or equivalent required.
3-5 years of experience in a similar environment (hospitality, reception, call center, facilities, or administrative support).
Prior exposure to professional services or corporate environments a plus.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Commercial Lines Customer Service Representative
Finance service representative job in Nutley, NJ
About Us
For more than 100 years, Strategic Insurance Partners (SIP) has been providing Personal and Business Insurance protection that fit your needs. Developing a comprehensive insurance portfolio can be a challenge without guidance from a trusted advisor. At Strategic Insurance Partners, we've been working alongside business owners in New York, New Jersey, and Pennsylvania for more than a century. Instituting extensive insurance expertise, SIP agents take a consultative approach toward identifying risks and proactively reducing the impact of loss through customized coverage. Our management and representatives have developed an atmosphere of trust over the years, which has enabled deeply valued and longstanding relationships with our clients.
Commercial Lines Customer Service Representative
Responsibilities:
Policy Servicing: Assist the Account Managers with processing Change Requests, Audits, Certificates, and more.
Agency Management System Operation: Work daily in AMS to access policy details and update the accounts for accuracy.
Task Management: Track, follow up and close out service tasks.
Team Collaboration: Partner with Account Managers and/or Account Executives to assist and maintain the retention lists every month, 90 days in advance.
Customer Servicing: Assist the Account Managers with incoming calls when needed.
Qualifications:
Valid New Jersey Property and Casualty License required
Minimum of 2 years of commercial lines insurance experience
Knowledge of insurance products
Proficiency with AMS360 and ImageRight preferred; experience with other agency management systems will be considered
Effective verbal and written communication skills
Excellent organizational skills
Strong multitasking skills, attention to detail, and follow-through discipline
Hours: Monday-Friday, 9:00am-5:00pm
Office Location: 492 Franklin Avenue, Nutley, NJ 07110
Benefits:
Competitive Salary
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
Customer Service Representative
Finance service representative job in New York, NY
Job Title: Customer Service Representative
Duration: 3 + Months (possible extension)
Pay rate: $18/hr on w2
We are seeking a detail-oriented and customer-focused professional to manage order processing, customer communications, and administrative support. This role ensures accurate order handling, timely issue resolution, and strong coordination with internal teams.
Key Responsibilities
Process customer orders received via EDI, email, and phone accurately and in a timely manner
Document and communicate all order changes or revisions to the appropriate departments
Provide required documentation to operations and warehouse teams
Maintain clear communication with customers regarding pricing discrepancies, stock availability, and potential shipping delays
Ensure all customer-related documentation is complete, accurate, and properly filed
Process RMAs and credits; coordinate with customers and finance as needed
Oversee and manage PaperVision system
Attend and participate in meetings as required
Additional Responsibilities
Answer incoming calls and provide customer assistance
Manage and resolve customer complaints; escalate to supervisors when necessary
Provide customers with missing or replacement documents (invoices, BOLs, etc.)
Support the sales team with customer and order-related needs
Greet visitors, screen calls, and relay messages to appropriate staff
Monitor facility access to ensure entry is limited to authorized employees and vendors
Complete special projects and miscellaneous customer care tasks as assigned
Prepare reports and maintain required documentation
Job Requirements
Education
High School Diploma or GED required
Experience
1-2 years of related experience and/or training, or an equivalent combination of education and experience
System implementation experience preferred
Knowledge, Skills & Abilities
Proficiency in Microsoft Excel, Outlook, EDI systems, IDS systems, and Power Sell software
Strong verbal and written communication skills
Effective time management and organizational skills
10-key data entry proficiency
Language Skills
Ability to read and interpret safety rules, procedures, and operating instructions
Ability to write routine reports and correspondence
Ability to communicate effectively with customers and employees
Math Skills
Ability to perform basic arithmetic with whole numbers, fractions, and decimals
Ability to calculate rates, ratios, and percentages and interpret graphs
Reasoning Skills
Ability to follow written, verbal, and diagram-based instructions
Ability to solve problems involving multiple variables in standard situations
Strong judgment and ability to work independently when supervision is limited
Sales Representative | Painting & Coatings Division
Finance service representative job in Pelham, NY
Commercial & Industrial Painting (NY-CT Region) | Top Performers Earn $150,000-$200,000+ | Base Salary + Uncapped Commission
Are you a true hunter with a proven track record of closing B2B service contracts? Do you already sell in the commercial trades with relationships you can bring on Day 1? Do you thrive on achievement, competition, and delivering real value to clients?
A.G. Williams Painting Company is a respected, 120-year-old commercial and industrial painting leader. We are seeking a high-performance Commercial Sales Representative to expand our footprint in Westchester, Fairfield, Putnam, Rockland, and surrounding counties.
The Making of a Top-Performing Rep
High Need for Achievement: You set big goals, attack them relentlessly, and expect to win.
Competitiveness: You want to dominate your market, not just sell a job, but outperform competitors with superior solutions.
Relationship Intelligence: You already have connections with: Property managers, facility managers, HOAs, schools & universities, industrial & commercial site managers, healthcare facilities, hospitality, retail, and institutional clients
Consultative Problem-Solving: You listen deeply, identify risks/needs, and tailor the right solution, never just “quote a job.”
Resilience & Tenacity: You follow up, stay organized, and keep deals alive through long cycles.
Coachability & Accountability: You want structure, process, and feedback. Most importantly, you pride yourself on hitting your goals every single month.
Compensation
Base Salary + Uncapped Commission Structure
Top performers earn $150K-$200K+ annually, with no ceiling on earnings.
Your income is driven by your effort, skill, and relationships.
What You'll Do
Drive Revenue. Build Relationships. Close Deals. You will:
Proactively identify, prospect, and win new commercial accounts. Leverage existing customer relationships and build new ones across NY-CT.
Conduct site visits, measurements, and detailed takeoffs.
Prepare accurate estimates using company estimating tools (training provided).
Present proposals and close business confidently and professionally. Build a pipeline through consistent prospecting and networking.
Collaborate with operations to ensure flawless project hand-off.
Maintain CRM discipline, follow a proven sales process, and hit revenue targets.
Must-Have Qualifications
5-7+ years B2B trade sales experience: Painting industry experience is ideal. Comparable trade experience (roofing, flooring, pavement, restoration, mechanical, janitorial, facility services, etc.) is acceptable if you have strong relationships in our target market.
Strong existing relationships in the territory: This role requires a warm network and the ability to generate meetings through trust and reputation.
Proven track record of hitting sales goals: Average performers will not succeed here.
Hunter mindset with relationship-first approach: You must be both aggressive and professional.
Relationship Building & Communication Mastery: Skilled in prospecting, engaging prospects, and presenting solutions with clarity and confidence.
Self-Driven, Organized, Coachable, Accountable: We value autonomy, and we also expect process alignment and a team-first mentality.
Valid driver's license + reliable vehicle
Key Behaviors of High Performers (Drawn From Industry Best Practices)
Our top reps share the following traits:
Disciplined time management and high-output daily activity
CRM mastery and exceptional follow-up
Confidence without ego
Empathy and consultative communication
Professional appearance and conduct
Ownership mentality, no excuses, only solutions
Strong teamwork with estimators, operations, and leadership
What Greatness Looks Like
Existing book of business or strong relational equity
Self-generating opportunities
Winning 50%+ of qualified estimates
Clean, accurate project documentation
Consistently hitting revenue, profit & activity targets
High client retention
About A.G. Williams Painting Company
A.G. Williams is a fourth-generation, family-owned leader in commercial, industrial, and institutional painting. For 120 years, we have built our name on professionalism, consistency, craftsmanship, integrity, and long-term partnerships.
Our commercial division focuses on direct-to-owner repaint work across corporate offices, industrial buildings, hospitals, schools, multifamily properties, country clubs, religious institutions, municipalities, and more.
Benefits & Professional Growth
Unlimited income potential
Stable pipeline support and high-quality inbound opportunities
Career path with continuous mentorship and performance coaching
Ongoing paid training: coatings systems, manufacturer certifications, LRRP, lift certifications, OSHA, and other skill-development programs
Strong operations team to ensure projects are delivered professionally and on time
Sell a respected brand with 120 years of excellence
A value proposition built on quality, trust and professionalism
Family culture and strong team support
Flexible PTO and paid holidays
To Apply
Apply on our company website, directly on LinkedIn, or on Indeed. You can also send your résumé and a brief note to ******************************** with the subject line “Your Next Commercial Sales Representative”.
Proprietary Equity Trader Position
Finance service representative job in Glen Rock, 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 ***************************
Easy ApplyProprietary US Equities Trader/Active
Finance service representative 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.)
Auto-ApplyExperienced Equities Trader
Finance service representative 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?
Trader, Equities
Finance service representative job in New York, NY
Job DescriptionWe are looking for a Trader to lead the development and execution of trading strategies for our public equities fund. This is a high-impact role requiring market vision, analytical rigor, and executional accuracy. The Trader will be responsible for developing the risk and trading strategies for a newly launched fund, as well as the execution of such strategies, ensuring strong fund performance. As a Trader, you will collaborate with the Trading and Operations teams on portfolio optimization frameworks and operational and trading execution best practices.What you'll do:
Extract value for our trading strategies on a risk-adjusted return basis
Risk manages positions and adherence to the fund's risk mandate and limits
Execute trades with precision and accuracy, demonstrating a commitment to staying tuned in and responsive to market changes
Build on the existing strategy and track record from across the platform
Develop, write up, and recommend trading strategies
Manage trade execution across venues and products
Portfolio risk monitoring
Actively track markets to identify market dislocations and relative value opportunities
Assist with investor relations activity during the monthly reporting cycle and capital formation activities
Our ideal candidate:
5+ years of experience in an investment role at an Investment Manager, Crypto Firm, Investment Bank, Hedge Fund, or similar
Comfort with both the institutional rigor of a fundamental bottom-up equity analysis, an appreciation for market technicals, as well as the flexibility to consider the potential upside of blockchain and other frontier technologies
A passion for trading and a love for the dynamic nature of the financial markets
Self-starter able to proactively generate, execute, and manage trades through the lifecycle
Proven track record of generating profits in various market conditions and strategies
Willingness to work in a team and within a risk mandate structure
Advanced Excel skills with experience utilizing dynamic parameters, flexible modeling, sensitivity analysis, and data aggregation & analysis
Strong analytical and problem-solving skills
Outstanding presentation, reporting, and communication skills
Excellent understanding of industry trends and best practices
Ability to execute under pressure and within tight timelines while juggling multiple objectives
Detail-orientated and delivery-focused approach
Robust people skills, with a focus on collaboration and the ability to work effectively as part of a team
Bachelor's Degree or equivalent experience
Previous experience trading digital assets is highly desirable
Experience with derivatives and DeFi preferred
Comfort with scripting languages or other development experience with a data science/statistical analysis background is a plus
Compensation:A well-qualified candidate, based in New York City, can expect a base salary of $150,000.00 - $200,000.00. A standard offer from Hivemind Capital includes base compensation, incentive-based compensation such as discretionary bonuses or upside, and a highly competitive benefits and perks package. Offers are determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team.About us:Hivemind Capital Partners is a Web3 and blockchain technology focused investment firm. Committed to institutionalizing digital asset investing, Hivemind combines crypto-native technology and expertise with institutional-grade risk management and practices. With a thesis-driven and multi-strategy approach, Hivemind unlocks the potential of digital assets to be an investable asset class by providing curated and scalable access to institutional investors. Founded in 2021, Hivemind is headquartered in the US with offices across the globe.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Experienced US Equities Trader - NYC
Finance service representative 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.
Experienced Equity Trader
Finance service representative job in New York, NY
Trillium is a leading proprietary trading firm active in US Equities, US Options, Canadian Equities, and OTC Equities. With trading technology built, tested, and optimized in-house, our engineers and technologists collaborate with our traders to deliver tools and functionality designed to support their needs. Our passion for the markets and our drive to succeed have propelled our track record of growth and profitability for over 20 years. At Trillium, we are a team of problem solvers and independent thinkers dedicated to seizing market opportunities.
We are headquartered in New York City, with additional trading floors in Chicago and Miami. To learn more about Trillium, visit ************
The Role:
Trillium is looking for an Experienced Equity Trader looking to scale their trading. As a proprietary trader, you will leverage Trillium's cutting-edge technology, deep market knowledge, and collaborative culture to identify and capitalize on trading opportunities in US Equity and Options, Canadian, and OTC markets. This role is ideal for a skilled trader with a strong track record of profitability and risk management already in place.
Compensation:
Monthly P&L-based bonuses (contingent on trading performance)
Responsibilities:
Actively trade US, Canada, and OTC equities, as well as US options, identifying profitable opportunities in real time
Manage risk effectively by monitoring market conditions, adjusting strategies, and maintaining compliance with firm-wide policies
Maintain detailed records of trades, market conditions, and strategy performance for review and optimization
Contribute to a culture of continuous learning by sharing market insights and trade strategies with other traders
Mentor and support less-experienced traders, fostering skill development and knowledge-sharing within the team
Follow macroeconomic events, news flow, and other research methods to inform trading
Participate in educational seminars and group meetings hosted by senior traders to discuss and review trades and strategies
About You:
You are an enthusiastic, motivated, and proactive team player who is eager to learn and further develop their trading skills. The ideal candidate must have/be the following:
Resourceful thought process, team-oriented mindset, and entrepreneurial spirit
Analytically minded, intellectually curious, and have a strong interest in financial markets
Must be competitive, adaptable, and persevering
Please note, Trillium will not sponsor applicants for work visas
Job Requirements:
Must have a 2+ year track record of success in US Equities and be able to communicate your strategies plainly
Benefits and Perks:
Medical & dental insurance options with FSA/HSA available
Catered lunch twice per week and Tuesday breakfast in-office
Complimentary membership to Battleground Country Club
Collaborative, inclusive, and dynamic work environment within a mission-driven company
Trillium is an Equal Opportunity Employer. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Trillium are based on merit, qualifications, and the needs of the company. Trillium does not discriminate on the basis of race, creed, color, religion, sex, national origin, age, disability, predisposing genetic characteristics, ancestry, military status, family care status, marital status, sexual orientation, domestic violence victim status, gender identity or any other legally protected basis protected by applicable law. Applicants who are interested in applying for a position and require special assistance or a reasonable accommodation due to a disability should contact ****************.
Auto-ApplyAsset Management, Highbridge, Special Situation Equity Trader
Finance service representative job in New York, NY
About Highbridge Capital Management
Highbridge Capital Management, LLC, founded in 1992, is a global alternative asset management firm. Over the years, it has developed a diversified investment platform that includes hedge funds, co-investment vehicles, and committed, closed-end vehicles designed for longer-term holding periods.
Today, Highbridge distinguishes itself as a credit, relative value and volatility-focused franchise, with the flexibility to invest opportunistically across the capital structure and liquidity spectrum. Currently managing over $4 billion in capital, the firm strives to generate attractive risk-adjusted returns for a financially sophisticated clientele, including institutional investors, public and corporate pension plans, sovereign wealth funds, endowments, foundations, and family offices. Headquartered in New York, Highbridge also operates an office in London.
Highbridge Capital Management is seeking an Associate to join its Special Situations Equity Team. In this role, you will support the firm's lead Special Situation Equity investor (“Lead Investor”) in identifying and investing in opportunities which arise from corporate events, including mergers, acquisitions, contingent value rights (CVRs), split-offs, and SPACs A key focus of this role will be managing a diverse SPAC portfolio that includes trust assets, rights, warrants, and risk capital investments. The successful candidate will execute trades, conduct fundamental due diligence, and maintain relevant data to develop innovative strategies that capitalize on market inefficiencies. This position offers significant growth potential as the firm seeks to expand its presence in Special Situation Equity, providing ample opportunities for professional development. Additionally, the role involves collaboration with the risk team to ensure effective risk management, as well as fostering strong relationships with many of Highbridge's key counterparties and stakeholders. This collaborative approach will reinforce Highbridge's reputation as a leader in special situations equity.
Job Responsibilities
This Associate Trader will play a crucial role in supporting the firm's Lead Investor. Key responsibilities include, but are not limited to:
Position Management: Execute trades and manage a diverse SPAC portfolio, including trust assets, rights, warrants, and risk capital investments, to achieve attractive risk-adjusted returns.
Investment Idea Generation: Identify and analyze investment opportunities arising from corporate events such as mergers, acquisitions, contingent value rights (CVRs), split-offs, and SPACs.
Fundamental Due Diligence: Conduct thorough research and analysis to assess the viability and potential risks of investment opportunities, including regular meetings with management teams and discussions with sell-side analysts.
Public Filings Analysis: Read, interpret and summarize SEC filings and corporate communications in order to inform trading decisions
Data Management: Maintain and organize relevant security and fundamental data to support the Investment Strategy.
Collaboration with Risk Team and Middle Office: Work closely with the risk team to implement effective risk management practices and collaborate with the middle office to ensure accurate position reporting and smooth execution of corporate actions.
Counterparty Relationship Management: Build and maintain strong relationships with key counterparties and stakeholders, representing the firm with professionalism and integrity.
Performance Monitoring: Regularly monitor portfolio performance and provide updates to the firm's Lead Investor and the Co-CIOs.
Professional Development: Engage in continuous learning and development opportunities to enhance investment knowledge and explore additional areas within Special Situation Equity.
Required Qualifications, Capabilities and Skills:
Experience: 3 - 5 years of trading experience in financial markets
Education: A degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related quantitative field
Strong Intellectual Capacity: Must possess a comprehensive understanding of trading, investing, and capital markets, with the ability to comprehend complex securities and investment strategies.
Financial Acumen: Strong understanding of equity options, SPAC structures, and corporate finance as well as ability to analyze 10-Ks/10-Qs, Proxies and 8-Ks
Organizational Skills: Excellent organizational abilities to effectively manage multiple tasks.
Outstanding Quantitative and Analytical Abilities: Demonstrated proficiency in quantitative analysis and problem-solving.
Meticulous Attention to Detail: A commitment to precision and adherence to disciplined processes is essential.
Effective Communication Skills: Strong verbal and written communication ability to engage effectively with internal and external stakeholders.
Collaborative and Adaptable Team Player: Excels in a dynamic, global team environment and embraces collaboration.
Entrepreneurial Mindset: Brings energy, intellectual curiosity, and a strong dedication to driving results.
Preferred Qualifications, Capabilities and Skills:
Experience in event-driven equity, equity derivatives, or SPACs
Proficiency in Data Management and Analysis Tools: Familiarity in programming languages such as Python and data visualization tools like Tableau is a plus.
Auto-ApplyEquities Quantitative Trader
Finance service representative job in New York, NY
Our client is a diversified trading firm with over 3 decades of experience bringing sophisticated technology and exceptional people together to operate in markets around the world. They value autonomy and the ability to quickly pivot to capture opportunities, so they operate using their own capital and trading at their own risk.
Headquartered in Chicago with offices throughout the U.S., Canada, Europe, and Asia, they trade a variety of asset classes including Fixed Income, ETFs, Equities, FX, Commodities and Energy across all major global markets. They have also leveraged their expertise and technology to expand into three non-traditional strategies: real estate, venture capital and cryptoassets.
The Team:
You will join a trading team responsible for managing systematic strategies in Equities. The team focuses on both latency sensitive and non-latency sensitive investment opportunities across geographies and holding periods. The team is responsible for the complete lifecycle of quantitative investment process, research, development, and trading of systematic strategies. The team strongly emphasizes cutting-edge innovative scientific research and is looking to add an individual who is enthusiastic about contributing within a team environment.
Responsibilities:
The main responsibility of the role will be to research, design and implement new quantitative trading strategies. This will entail generating alphas from a variety of traditional and alternative datasets using rigorous statistical methods. To be successful in this role, the ideal candidate will need to build a deep understanding of the underlying datasets and be able to apply the latest scientific algorithms for statistical model development.
Qualifications:
The ideal candidate will be excited about working in a collaborative team environment, with an emphasis on team performance. We also require the following:
5+ years' experience in quantitative investment research in High Frequency Trading in the US, Canadian, or European Markets is required
Excellent written and verbal communication skills to report research results/methodologies required
Strong programming skills with the ability to explore large datasets required
Excellent compensation package. The role can sit anywhere in the country.
Thank you for illuminating hiring with Quanta Search!
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Corporate Derivatives - Equities Solutions Trader
Finance service representative job in New York, NY
Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be.
The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets.
Traders on the team are responsible for:
* Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients
* Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests
* Conducting research on stocks / companies in order to evaluate risks and make trading decisions
* Daily risk management and hedging of the trading books, including close interaction with other traders and brokers
* Driving forward new technology and infrastructure projects with IT and desk strategists
The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities.
The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates will be between $200,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyFutures Trader/PM (Sharpe 4+; 30%-50% Pnl Split)
Finance service representative job in New York, NY
Job Description Company: One of the fastest-growing prop firms in the USA, offering K-1 status for ~20% tax savings on futures trading profits. Renowned for top-tier execution, data, and research capabilities in the futures market.Overview: Seeking talented Traders and Portfolio Managers to develop and scale innovative strategies. Optimal place to build out a desk in Futures, from anywhere in the world. Key Responsibilities:
Design and implement high Sharpe futures trading strategies.
Conduct in-depth market analysis to identify new opportunities and adapt strategies.
Work closely with the research and execution teams to enhance strategy performance.
Drive significant profit generation, with a 30-50% PnL split.
Qualifications:
Proven track record in successful futures trading.
Clear and well-defined business plan.
Specific requirements for achieving and sustaining success.
#LI-NB1
Investment Banker - Mergers & Acquisitions (Technology) - Vice President
Finance service representative job in New York, NY
We are seeking an experienced Vice President to join our industry-leading team. As a Vice President in Technology M&A, you'll have experience developing strong relationships with corporates and financial institution clients. You'll work on executing mergers, acquisitions, divestitures, carve-outs and leveraged buyouts, and will play a key role in marketing to prospective new clients.
**Job Responsibilities**
+ Acting as the primary day-to-day client point of contact and lead banker on deals
+ Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
+ Refining marketing/execution materials for maximum client impact
+ Overseeing the creation of financial projection models and customer cubes
+ Identifying and managing all risks in a given deal
+ Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
+ Leading client negotiations, Q&A process and management interviews
**Required qualifications, capabilities, and skills**
+ Bachelors degree in Finance, Accounting, Business, or a related discipline
+ Prior work experience in an investment banking front office role
+ Experience working with clients in the Technology industry, including but not limited to IT Services, Software, FinTech
+ Experience in training junior bankers
+ Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
+ Very strong quantitative and analytical skills (including Excel modelling and valuation work)
+ Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
+ Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
+ Ability to comfortably interact with clients in a professional and mature manner
+ Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $200,000.00 - $275,000.00 / year