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Finance service representative jobs in Weehawken, NJ

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  • Corporate Finance Associate

    Robert Half 4.5company rating

    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.
    $65k-113k yearly est. 3d ago
  • Customer Service Representative

    Prokatchers LLC

    Finance service representative job in New York, NY

    Job Title : Customer Service Representative Duration : 2+ months contract (Possible extension ) Education : High school degree Shift Details : M-F schedule 9A-5P Job Description: • Assist all line of business (Medicaid/Medicare/MLTC/CHP/EP) in retaining current qualified members by following a strategic daily work schedule that includes am and pm hours, field locations as well as weekends. • Maintaining daily Outreach and Renewal goals set through business needs to increase overall retention Enrollment and retention support. • They are experts on the system and understand the NYSOH processes to quickly route members to the appropriate resolution and support. • The Customer Success Specialist will work as a liaison to ensure proper processes are introduced and implemented such that the experience is enhanced.
    $30k-39k yearly est. 1d ago
  • Online Customer Service Representative

    London Jewelers 3.5company rating

    Finance service representative job in Glen Head, NY

    London Jewelers is a premier jewelry business, family owned and operated for over 95 years. We continue to set the standard for quality and service in providing customers with the finest selection of diamonds, designer jewelry, fine timepieces and gifts, presented in a luxurious style and setting with superior customer service. We are seeking a dedicated online customer service, brand relationship representative to manage customer interactions and provide support for our products and services. The ideal candidate will handle inquiries and tracking, resolve complaints, and ensure customer satisfaction. Responsibilities: Respond to customer inquiries via phone, email, and chat Track customer inquiries through multiple websites and through entire lifecycle of customer's request Add products and update content on London Jewelers website Maintain Brand pages on London Jewelers website updating banners, products and information Daily price and inventory updates on our website Resolve customer complaints in a professional manner Process orders, returns, and exchanges Track monthly store traffic report Daily cash report Routine testing of functionality of website, content images displayed correctly, links live, and add to cart active Provide product and service information and guidance Maintain appointment requests for store locations Document and update customer records based on interactions Follow up and track with customers and the store to ensure their issues are resolved Stay updated on product knowledge and company policies Follow daily task check list Maintain a positive and empathetic attitude toward customers Qualifications/Experience: Proven experience as a customer service representative or similar role Excellent communication and interpersonal skills Ability to handle stressful situations and diffuse upset customers Proficient in using ERP software and CRM tools Strong problem-solving skills Ability to multitask and manage time effectively Attention to detail and accuracy High school diploma or equivalent; a degree or equivalent Flexibility to work in shifts if required Good typing skills and computer literacy Preferred Qualifications: Degree in a relevant field Job Type: Full-time In office Salary: $25 an hour Benefits: Health insurance Dental insurance Vision insurance Paid time off 401(k) with employer matching Employee assistance program Employee discount Flexible spending account Health savings account Life insurance We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.
    $25 hourly 3d ago
  • Sales Representative | Painting & Coatings Division

    AG Williams Painting Company

    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”.
    $43k-83k yearly est. 4d ago
  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Finance service representative 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 3.5company rating

    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.)
    $110k-196k yearly est. Auto-Apply 60d+ ago
  • Experienced Equities Trader

    SMB Capital 3.8company rating

    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?
    $109k-195k yearly est. 60d+ ago
  • Trader, Equities

    Hivemind Capital Partners

    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.
    $150k-200k yearly 3d ago
  • Equities Quantitative Trader

    Quanta Search

    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! ********************
    $102k-176k yearly est. 60d+ ago
  • Asset Management, Highbridge, Special Situation Equity Trader

    JPMC

    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.
    $102k-176k yearly est. Auto-Apply 60d+ ago
  • Experienced Equity Trader

    Open Roles

    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 ****************.
    $102k-176k yearly est. Auto-Apply 60d+ ago
  • Experienced US Equities Trader - NYC

    Kershner Trading Group

    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.
    $102k-176k yearly est. 60d+ ago
  • Futures Trader/PM (Sharpe 4+; 30%-50% Pnl Split)

    Fionics

    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
    $106k-185k yearly est. 10d ago
  • Senior Investment Banker- Capital Markets & Advisory

    The Buckingham Research Group 4.0company rating

    Finance service representative job in New York, NY

    Established in 1982, The Buckingham Research Group is a New York based registered broker-dealer dedicated to providing high quality "value-add" equity research. Our research is based on independent, thorough, and unique analysis, distributed exclusively to our institutional client base. Job Description · Responsible for deal origination · Develop new opportunities and lead in the conversion of these opportunities into engagements · Complete detailed due diligence on new clients, including meeting with client management to gain a thorough understanding of the business · Lead the execution of M&A and restructuring transactions Qualifications · Minimum of ten years relevant experience in investment banking and strategic advisory · Proven track record of sourcing and closing deals, with the ability to originate leads, develop prospects and network to identify referrals to new clients/prospects · Extensive experience with mergers and acquisitions, capital raising, relationship management, business development, corporate finance and corporate strategy · Technical mastery of all relevant financial analysis and modeling frameworks · Excellent communication skills and confidence to effectively interact with clients and senior leadership Additional Information All your information will be kept confidential according to EEO guidelines.
    $165k-272k yearly est. 7h ago
  • Investment Banker

    Offdeal

    Finance service representative job in New York, NY

    OffDeal is the world's first AI-native investment bank for small businesses. Instead of selling AI to Goldman Sachs, we're building what Goldman itself would have looked like if it launched in 2025. Wall Street's playbook works well, but only for billion-dollar deals - it breaks where most businesses actually exist. Traditional firms run oversized teams on outdated software, making smaller M&A transactions uneconomical. This leaves millions of small business owners with nowhere to turn for the most important sale of their lives… Until now. Our engineers built software to automate 80%+ of analyst work with AI, so our in-house bankers can focus where it counts - on earning owners' trust and closing deals. We recently closed a $12M Series A ($17M in total funding) from Radical Ventures and Y Combinator and are scaling really fast. In less than a year, our team has already launched over 30 sell-side M&A transactions and has delivered numerous life-changing exits to our clients - and we're just getting started. Read more about our story: *************************************************************** ************************************************************************************************************************ *************************************************************************** The Role As an Investment Banker at OffDeal, you'll focus on what matters most: earning owners' trust and closing deals. Unlike traditional roles where 70 % of time is spent prospecting and creating documents, our AI does the heavy lifting. You step in once qualified owners are engaged - enabling you to work on 20-30 deals per year versus the industry norm of 3-5. What You'll Do High-Value Advisory: Build rapport with owners, provide strategic guidance, and structure optimal deals while AI drafts the core materials. Efficient Deal Execution: Operate in a two-person pod: a dedicated BD banker fills your pipeline with pre-qualified sellers and you do the closing. AI-Enhanced Deal Preparation: Refine AI-generated teasers, CIMs, and buyer lists; weeks of work collapse into hours. Product Innovation: Feed real-time feedback to engineers and help shape the future of tech-enabled M&A. A typical month as an OffDeal Investment Banker: Engage with 50-100 qualified business owners Manage 5-10 active sell-side mandates Close 1-2 deals Who We're Looking For M&A Experience: 2-4+ years in investment banking or private equity from a top firm Financial Acumen: Strong financial literacy (statements, multiples, diligence flows) Communication & Empathy: Elite communicator who can translate complexity for first-time sellers Entrepreneurial Spirit: Self-starter who excels in a fast-moving, ambiguous environment. Educational Background: Bachelor's in Finance, Business, Economics, or related field Why Join OffDeal OffDeal is growing exceptionally fast and is a leader in AI-enabled services-deal volume is compounding every quarter Top-tier benefits, including medical, dental, vision, and unlimited PTO 401K Matching Perks like free food, Equinox membership, and NYC relocation allowance Opportunity to be a foundational team member at a well-funded, high-growth startup Be part of a mission to shape the future of small business ownership and to promote American entrepreneurship If you're an ambitious early- or mid-career finance pro who'd rather shape the future of deal making than polish logos in Appendix K, let's talk.
    $123k-221k yearly est. Auto-Apply 60d+ ago
  • Investment Banker - Mergers & Acquisitions (Technology) - Vice President

    Jpmorgan Chase 4.8company rating

    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
    $200k-275k yearly 60d+ ago
  • Wholesale Banking Associate - Energy Transition

    Rabobank 4.8company rating

    Finance service representative job in New York, NY

    The Wholesale Banking Associate role at Rabobank is a unique opportunity to contribute to a global organization built on trust, collaboration, and customer focus. This position calls for a professional who naturally connects with others and thoughtfully balances risk and results to strengthen customer confidence across the value chain of product development, product distribution and customer advice. As part of the Rabobank Group, you will collaborate between national and international business units and entities to deliver meaningful, long-term impact. You and Your Job As a Wholesale Banking Associate you will be successful building relationships with bankers within the group by offering a wide array of analytical and transactional support. You will be engaging in a diverse range of activities such as creating marketing materials, handling management reporting, and tracking income. Support to Relationship Management Team: Develop a knowledgeable understanding of the client portfolio and industries covered and to help manage those relationships alongside the RM. Providing support to the RM in any capacity so that they can focus on adding value to the client relationship. This requires proactively engaging with the RMs in relationship management, including accompanying the RMs to client meetings, and gaining detailed understanding and maintenance of the CRM system (Client Link) and the KYC process/requirements. Ad-hoc projects related to business management as needed. Product Liaison: Act as intermediary between the RM's and Product Groups by learning and employing the basic techniques necessary to offer support on that specific product (e.g. capital Structure analysis, ABF products and solutions, etc.). This requires gaining a detailed understanding of products which may entail a rotation with product groups in NY. Job Responsibilities Further develop the ET prospecting funnel for North America, which encompasses market and sector analyses (in close collaboration with RaboResearch as well). Prepare and coordinate the preparation of discussions and presentations for clients and prospects. Collaborate closely with the Senior Bankers, Strategy and Business Manager in their daily activities. Assist with broader strategic projects for the team and senior management. Works closely with Wholesale Banking Analysts, Credit Analysts, Relationship Managers, Portfolio Manager, and Business Manager. Collaborates on a range of projects including preparing for client meetings and pitches. Monitors the portfolio and manages CRM data entry (e.g. pipeline management, call report production, etc.). Ensures accurate data analysis and record-keeping to monitor the overall business. Your Promise to Us: To be considered for the Wholesale Banking Associate role, you must have: Bachelor's degree 5+ years of experience with formal credit training and portfolio management at a major bank. Previous exposure/experience in the Energy/Commodities/Infrastructure Sectors desired. Ability to travel. Excellent verbal and written communication skills. Excellent quantitative and analytical skills. Legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position. Our Commitment to you - cultivating your way beyond pay: Rabobank welcomes employees and applicants from all backgrounds and is committed to fostering an inclusive environment that leverages the diverse strengths of our workforce. This enables us to exceed the expectations of our clients and customers while ensuring a healthy and safe environment for our staff. We believe your well-being extends far beyond just a paycheck and should encompass your health, happiness, and satisfaction. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need. Our employee benefits are focused on four main components: Physical Well-Being includes our commitment to your Health and Wellness. Medical, Dental and Vision plan coverages are effective on your date of hire. Rabo offers multiple plan options and a full network of providers to best meet your needs. Financial Well-Being provides for your Retirement + Savings + Security. We love seeing your retirement plan balance grow just as much as you do! That's why you can start participating in the 401(k) plan on your date of hire. Plus we match 50% of the first 6% you contribute to your 401(k) plan for US Employees. Rabo also contributes an additional 3% of your eligible pay in Safe Harbor contribution and up to 3% in annual Discretionary Profit Sharing contributions. Emotional Well-Being ensures your Work + Life balance. We offer a generous paid time off program to full time employees: up to 20 days of vacation time, 5 days of additional time off plus 7 sick days and 11 US holidays annually (based on hire date during the calendar year). In addition, Growing a Better World Together requires wanting the best for our employees and their families and our communities. To do that, we offer both the time and financial support to give back to the community through our Dollars for Doers, Helping Hands and Gift Matching programs. (All paid time off is subject to company accrual and carryover policies.) Workforce Well-Being supports a hybrid working model that offers the flexibility to split your time between home and the office-typically 2-3 days remote and the remaining days onsite-promoting both productivity and personal well-being. Our Organization: Rabobank Group is a global financial services leader providing wholesale and retail banking, leasing, and real estate services in more than 37 countries worldwide. Founded over a century ago, Rabobank today is one of the world's largest banks with over $678 billion in assets. In North America, Rabobank is a premier corporate and investment bank to the food, agribusiness, commodities and energy industries in the United States, Mexico, and Canada. Rabo AgriFinance, a subsidiary of Rabobank, is a leading financial services provider for farmers, ranchers and agribusinesses in the United States and Canada. Together, we provide sector expertise, strategic counsel and tailored financial solutions to clients across the entire value chain. Visit ****************** Salary Expectations: Target Hiring Range: $115,000 - $185,000.00 This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility. Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above. At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team? This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified. #LI-Hybrid
    $115k-185k yearly 13d ago
  • Associate, Structured Credit (CLO) Banking

    Scotiabank Global Site 4.9company rating

    Finance service representative job in New York, NY

    Salary Range: 155,000.00 - 185,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Title: Associate, Structured Credit (CLO) Banking Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Purpose: Scotia is seeking an Associate CLO banker for its structured credit group. The group will be focusing on both broadly syndicated and middle market CLOs. This banker will help build this business and be responsible for cultivating direct relationships for the bank enabling us to further source and develop opportunities. What You'll Do: Structure and execute new issue CLO transactions with a broad range of issuers and investors across the credit spectrum, including broadly syndicated loan CLOs and middle market / private credit CLOs. Negotiate and structure CLO warehouses and lending facilities, working closely with external counsel, rating agencies as well as internal legal, risk and credit teams. Partner closely with syndicate, sales, trading, and capital markets teams across the organization to help educate, develop, and advise clients on the CLO market. What You'll Bring: Bachelor's degree Minimum 1.5 years to 2+ years of CLO Banking, lending, structuring and/or collateral management experience across broadly syndicated loans and/or direct lending / middle market, private credit assets. Client focused mindset with strong interpersonal skills. Well qualified candidates should have a successful track record of working on CLO transactions. Strong communication and relationship management skills are a must along with effective written communication abilities. Ability to manage priorities and work under pressure to meet deadlines in a well-organized and detail-oriented manner with a pragmatic approach to problem solving through strong quantitative skills. Creative, and strategic thinker with a client-focused mindset who can identify and analyze potential opportunities in an everchanging market environment. Team player with the ability to manage priorities and work under pressure to meet deadlines while collaborating within a team and across organizational boundaries. Adherence to all controls processes and procedures Full working knowledge of: CLO Rating Agency models and methodologies Intex Calc and Intex DealMaker Strong Word, Excel, PowerPoint and Bloomberg skills Series 7, 79 and 63 Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Location(s): United States : New York : New York City Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
    $124k-174k yearly est. 60d+ ago
  • Associate, Corporate Banking - REGAL (Real Estate, Gaming & Leisure)

    Banque Scotia (Bank of Nova Scotia

    Finance service representative job in New York, NY

    Salary Range: 145,000.00 - 165,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Title: Associate, Corporate Banking - REGAL (Real Estate, Gaming & Leisure) Global Banking and Markets: Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Overview/Purpose: The REGAL Corporate Banking Associate supports relationship managers in the development and marketing of prospective REGAL clients as well as the maintenance/enhancement of relationships with existing REGAL clients. The role includes opportunities to liaise directly with US Real Estate, Gaming and Lodging Corporate Banking clients. The individual will work closely with other team members including, Analysts, other Associates, Associate Directors, Directors and Managing Directors to manage Real Estate, Gaming and Lodging client relationships located in the United States. The Associate will be responsible for handling the creation of client and prospect pitchbooks, presentations, financial modeling and research, credit related activities including review of credit presentations, structuring loan transactions, performing due diligence, negotiating documentation, and monitoring compliance and industry trends. Furthermore, the Associate will liaise across other departments and products, including Global Loan Syndications, Derivatives, and/or Foreign Exchange, Cash Management, Trade Finance, Equity Capital Markets and Debt Capital Markets, gaining knowledge and understanding of the various products Scotiabank offers. What You'll Do: * Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. * Evaluate and analyze the financial needs of REITs, Corporate clients, and real estate private equity clients. * Proficient in real estate lending and financial modeling. • Analyze real estate and corporate lending opportunities; liaise directly with the Corporate Banking Execution team on the preparation of credit presentations and with Global Risk Management on credit adjudication. * Support the negotiation of loan terms and documentation with borrowers/other banks, culminating in the closing of transactions. * Expand on sector/industry and Bank product knowledge to identify trends and cross-selling opportunities within sector * Prepare marketing materials and presentations, and generally supporting client pitches and deal execution efforts. * Support the negotiation of loan terms and documentation with borrowers/other banks, culminating in the closing of transactions. * Work closely with the Bank's specialized product groups (GTB, Treasury Services, Capital Markets, etc.) to tailor products to clients and promote effective marketing and delivery of these products to customers and prospects. * Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions. * Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. * Champions a high-performance environment and contributes to an inclusive work environment. * Assist in the preparation of portfolio reporting and analysis, including weekly pipeline reports and monthly Salesforce reconciliation. What You'll Bring * Great attitude, team player and willingness to learn. * Degree in Business, Finance, Accounting, or related field. * 2+ years of experience in a Corporate Investment Banking group. * Real Estate lending experience. * Strong financial modeling skills and accounting knowledge. * Excellent computer skills (Excel, Word). * Strong written and verbal communication skills. Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Location(s): United States : New York : New York City || United States : California : San Francisco || United States : Florida : Miami || United States : Florida : Tampa || United States : Georgia : Atlanta || United States : Illinois : Chicago || United States : Louisiana : New Orleans || United States : Massachusetts : Boston || United States : Texas : Austin || United States : Texas : Dallas || United States : Texas : Houston Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. Nearest Major Market: New York City Job Segment: Bank, Banking, Compliance, Real Estate, Investment Banking, Finance, Legal, Sales
    $78k-154k yearly est. 8d ago
  • Bilingual Credit Risk Associate for Japanese Corporate Banking

    MUFG (DBA

    Finance service representative job in New York, NY

    Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. Job Summary: Portfolio management for designated customers. Responsible for the underwriting and portfolio management of Japanese Corporate loan portfolio clients. As focusing on subsidiary lending, designated customers will be complex relationships focusing on non-investment grade clients, customers with a large credit exposure, structured finance transactions, and customers with complex corporate structures. Major Responsibilities: Portfolio Management & Underwriting * Perform due diligence and regularly scheduled credit reviews. * Analyze credit risk of the designated portfolio, determine accurate ratings and make recommendations of accurate and timely ratings to management; designated customers will be more complicated ones than those assigned to junior PMs, such as lower graded customers, customers with large credit exposure, customers with structured finance transactions, and customers with complex corporate structure. * Prepare detailed credit analysis and credit applications in accordance with Bank's credit policies and procedures such as Americas Credit Standards, Americas Credit-Related Procedures, Credit and JCB's internal operating manuals, evaluating the borrower's industry, business, legal and financial risks, and recommend extensions of credit. * Manage deadlines and workload in accordance with the schedule. * Function as a subject matter expert with regard to particular industries and industry subsectors. * Fully understand and be able to assess risk of standard bank products including loans, standby letter of credit, trade finance, foreign exchange, derivatives, securitization, and lease. * Interview the borrower's senior management to assess their business/financial risks/challenges. Maintain direct communication with assigned customers, if needed by RM (relationship manager). * Coordinate and communicate critical account information to various related parties throughout the bank. * Oversee covenants compliance, facility due date, condition/instruction/report required, and call memos. * Perform other risk related functions as needed. Deal Support * Work with business lines/product groups to identify prospective transactions. * Lead new deals with moderate complexity for both existing and new customers from the credit underwriting perspective with moderate supervision. Experienced associates can identify structural risks and mitigants in prospective transactions and recommend/enhance structuring of deals and covenant in line with policies and procedures. Manager will periodically check in, however, associates can also make appropriate judgement when to escalate/consult with the manager where necessary. * Advise account officers on credit risk issues, terms and conditions to craft the best possible deal with the goal of improving profit and minimizing credit cost. * While closely consulting with manager, communicate with credit division/administration with regard to rating rationale, facility structuring/exposures and ensure credit division provided with all credit related information and analysis pertinent to making a decision. Policy Compliance * Ensure compliance with external regulatory requirements (JFSA, BOJ, FRB, OCC and FDIC). * Ensure compliance with internal policy and procedures by understanding and adhering to Americas Credit Standards, Americas Credit-Related Procedures, Credit Rules, Procedures for Credit Ratings, JCB Operating Manual, and any other applicable pronouncements. Support Dept. managers in credit risk management process. * Support junior analysts on OJT basis as assigned by the manager (experienced associate). * Study, develop and improve analytical skills through close communication with related divisions, such as Americas Credit Rivew, Credit departments, Credit Policy Office and other Credit Divisions with support from managers. * Assist managers in the training efforts. * Maintain and monitor compliance reporting requirements. Qualifications Requirements include: * Ability to multi-task and work under high stress and time-sensitive work environment * Strong time management skills; attentive to details for accuracy and integrity * Strong organization skills and ability to manage multiple projects * Proficient in MS Office including Outlook, Word, Excel and PowerPoint. Knowledge in banking applications is a plus. * Sound knowledge in finance, accounting, legal, regulations for commercial banking products * Bachelor's degree in a related field such as accounting, finance. * MBA/ CFA, a plus * 3-5 years working experience in large financial institutions, credit and risk related function in equivalent organizations analyzing general corporate customers and making credit recommendations or other financial related roles such as M&A in accounting firms, business analysis in accounting/ consulting firms, analyzing subsidiaries performance in corporate finance function. * Previous experiences including handling a segment of an industry vertical or a primarily investment grade commercial loan portfolio and coordinating with execution team for proper booking of newly assigned accounts, preferred. * Japanese language skills * Demonstrate innovative and strategic thinking The typical base pay range for this role is between $103K - $123K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
    $103k-123k yearly Auto-Apply 13d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Weehawken, NJ?

The average finance service representative in Weehawken, NJ earns between $18,000 and $61,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Weehawken, NJ

$33,000

What are the biggest employers of Finance Service Representatives in Weehawken, NJ?

The biggest employers of Finance Service Representatives in Weehawken, NJ are:
  1. Bloomberg
  2. Collaborative Support Programs Of Nj Inc.
  3. Fifth Avenue Financial
  4. Fidelity Holding
  5. Spencer Savings Bank
  6. New York Life Insurance
  7. EVG Specialty Network
  8. Hielly Martinez-State Farm Agent
  9. Sammy Martinez-State Farm Agent
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