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  • Associate, Capital Strategy

    Pagaya Technologies Ltd. 4.2company rating

    Pagaya Technologies Ltd. job in New York, NY

    About Pagaya Shape the Future of Finance Pagaya is building a leading artificial intelligence network to help our partners grow their businesses and better serve their customers. Pagaya is a global technology company making life-changing financial products and services available to more people nationwide, as it reshapes the financial services ecosystem. By using machine learning, a vast data network and a sophisticated AI-driven approach, Pagaya provides comprehensive consumer credit and residential real estate solutions for its partners, their customers, and investors. Its proprietary API and capital solutions integrate into its network of partners to deliver seamless user experiences and greater access to the mainstream economy. Pagaya has offices in New York and Tel Aviv. For more information, visit pagaya.com. Let's create better outcomes together! About the Role We are seeking a highly driven Capital Strategy Associate to join our New York team, reporting directly to the Chief Strategy Officer with significant exposure to capital markets and institutional sales. This role sits at the intersection of strategy, capital markets, and financial analysis, supporting the company's efforts to optimize funding structures, evaluate capital deployment opportunities, and strengthen the financial architecture across our priority asset classes: personal loans/fintech marketplaces, indirect auto, and point-of-sale financing. The ideal candidate brings a very strong analytical foundation from an investment banking, buyside, structured finance, capital markets, or corporate finance role and is excited to help shape the company's capital strategy, monitor performance, and execute high-impact initiatives alongside senior leadership. Responsibilities * Support development of the company's capital strategy, including evaluating funding options, capital allocation plans, and long-term financial scenarios. * Build and maintain detailed financial and capital structure models, incorporating performance trends, market conditions, and strategic priorities. * Lead analysis of ABS/capital markets activity, including securitizations, warehouse facilities, partnership structures, and other financing arrangements. * Prepare strategic materials-decks, memos, performance summaries-for the Chief Strategy Officer, executive team, and external capital partners. * Conduct market and competitive analysis to understand broader capital markets trends, credit performance shifts, and funding environment developments. * Monitor key financial and capital KPIs, flagging trends, performance drivers, risks, and opportunities. * Partner with cross-functional teams (Finance, Capital Markets, Strategy, Risk, and Operations) to support execution of capital-related initiatives and improve operational efficiency. * Assist in evaluating potential partnerships, capital providers, and strategic opportunities, supporting preliminary diligence and quantitative assessments. * Track key industry participants to maintain awareness of relevant market movements, economic indicators, and implications for our capital strategy. Requirements * 2-5 years of experience in investment banking, structured products, capital markets, buyside or similar analytical roles (ideal for candidates from rigorous analyst programs). * Strong financial modeling skills, especially related to credit, capital structures, and scenario analyses. * Excellent communication abilities, including experience preparing polished, executive-ready presentation materials. * Ability to work closely with senior leaders, demonstrating reliability, strong judgment, and a professional presence. * Ownership mentality and pride of output - Understanding that your output is being used by the highest levels of the organization and is often mission critical * Exceptional attention to detail, with consistently accurate work under tight timelines. * Highly organized, able to manage multiple, time-sensitive workstreams. * Collaborative team player with strong emotional intelligence and a proactive, solution-oriented mindset. * Intellectual curiosity and eagerness to learn, with interest in capital markets, structured finance, and financial technology. The pay ranges for New York-based hires are commensurate with candidate experience. Pay ranges for candidates working in locations other than New York may differ based on the cost of labor in that location. Compensation Range for New York Based Hires $140,000-$160,000 USD Our Team Pagaya was founded in 2016 by seasoned research, finance, and technology entrepreneurs with our head quarters located in NYC and Tel Aviv. We move fast and smart, identifying new opportunities and building end-to-end solutions from AI models and unique data sources. Every Pagaya team member is solving new and exciting challenges every day in a culture based on partnership, collaboration, and community. Join a team of builders who are working every day to enable better outcomes for our partners and their customers. Our Values * Continuously Learn- We challenge ourselves for the sake of getting better as individuals, as teams, and as an organization to deliver for our partners. * Debate and Commit- We respectfully and openly debate to strengthen our ideas and build shared conviction - once we decide, we go all in, together. * Dream Big and Act- We boldly tackle complex problems, pressure-test solutions in real-time, and adapt with speed and energy. * Advance Inclusion- We create a world where everyone can win, designing systems that better represent people and generate sustainable value for our employees, partners and investors. * Be Accountable Together- We proudly own our actions and our results, taking initiative to ensure our work gets over the finish line as a team. More than just a job We believe health, happiness, and productivity go hand-in-hand. That's why we're continually looking to enhance the ways we support you with benefits programs and perks that allow every Pagayan to do the best work of their life.
    $140k-160k yearly Auto-Apply 39d ago
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  • Senior Commercial Counsel, Strategic Partnerships & Product

    Pagaya 4.2company rating

    Pagaya job in Day, NY

    Shape the Future of Finance Pagaya is building a leading artificial intelligence network to help our partners grow their businesses and better serve their customers. Pagaya is a global technology company making life-changing financial products and services available to more people nationwide, as it reshapes the financial services ecosystem. By using machine learning, a vast data network and a sophisticated AI-driven approach, Pagaya provides comprehensive consumer credit and residential real estate solutions for its partners, their customers, and investors. Its proprietary API and capital solutions integrate into its network of partners to deliver seamless user experiences and greater access to the mainstream economy. Pagaya has offices in New York and Tel Aviv. For more information, visit pagaya.com. Let's create better outcomes together! About the Role Pagaya is seeking a Senior Commercial Counsel to own and lead the legal structuring, negotiation, and execution of strategic partnerships and complex commercial transactions that drive core revenue growth. This role sits at the center of Pagaya's product, partnerships, and go-to-market strategy and partners closely with senior leaders across Product, Capital Markets, Risk, Growth, and Technology. You will act as a primary legal owner for high-impact commercial and partnership deals, advising on product launches, distribution arrangements, marketing initiatives, and asset acquisition and servicing structures. The ideal candidate is a business-minded, deal-oriented lawyer who is comfortable operating autonomously, balancing legal risk with commercial objectives in a fast-moving fintech environment. This role reports directly to the Chief Legal Officer and is based in New York. Responsibilities Serve as the lead negotiator and legal owner for complex commercial and strategic partnership agreements, including asset acquisition, servicing, and distribution arrangements. Partner closely with Product and Growth teams to support new product launches, features, and go-to-market initiatives, ensuring compliance with applicable consumer credit and fintech regulations. Structure and negotiate sophisticated partnership models with financial institutions, platforms, and service providers. Advise on marketing and advertising initiatives (including digital and direct mail), providing practical guidance to mitigate legal and regulatory risk while supporting growth. Collaborate cross-functionally with Risk, Compliance, Product, Capital Markets, and Technology to design scalable, compliant programs. Monitor regulatory developments impacting consumer lending and credit products and proactively advise the business on risk and opportunity. Provide clear, pragmatic legal advice to senior business leaders, balancing legal rigor with commercial execution. Requirements 8+ years of experience at a top law firm and/or in-house, with significant experience negotiating and drafting complex commercial and partnership agreements (candidates with materially more experience are encouraged to apply). Strong background in commercial transactions, strategic partnerships, or product counseling, ideally in fintech, financial services, or a regulated environment. Working knowledge of U.S. consumer credit and lending regulations Demonstrated ability to lead transactions independently, with excellent drafting and negotiation skills. Business-oriented judgment and the ability to deliver practical, actionable legal advice. Comfort working cross-functionally with Product, Growth, Risk, and Compliance teams. Experience advising on marketing and advertising matters is a plus; deep direct-mail specialization is not required. Confidence operating at both the strategic and hands-on level in a dynamic environment. Admission to practice in at least one U.S. jurisdiction (NY preferred). Fluent English (written and spoken). The pay ranges for New York-based hires are commensurate with candidate experience. Pay ranges for candidates working in locations other than New York may differ based on the cost of labor in that location. Compensation Range for New York Based Hires$200,000-$240,000 USD Our Team Pagaya was founded in 2016 by seasoned research, finance, and technology entrepreneurs with our head quarters located in NYC and Tel Aviv. We move fast and smart, identifying new opportunities and building end-to-end solutions from AI models and unique data sources. Every Pagaya team member is solving new and exciting challenges every day in a culture based on partnership, collaboration, and community. Join a team of builders who are working every day to enable better outcomes for our partners and their customers. Our Values Continuously Learn- We challenge ourselves for the sake of getting better as individuals, as teams, and as an organization to deliver for our partners. Debate and Commit- We respectfully and openly debate to strengthen our ideas and build shared conviction - once we decide, we go all in, together. Dream Big and Act- We boldly tackle complex problems, pressure-test solutions in real-time, and adapt with speed and energy. Advance Inclusion- We create a world where everyone can win, designing systems that better represent people and generate sustainable value for our employees, partners and investors. Be Accountable Together- We proudly own our actions and our results, taking initiative to ensure our work gets over the finish line as a team. More than just a job We believe health, happiness, and productivity go hand-in-hand. That's why we're continually looking to enhance the ways we support you with benefits programs and perks that allow every Pagayan to do the best work of their life.
    $200k-240k yearly Auto-Apply 42d ago
  • Director, Detection Operations, Internal Fraud

    American Express 4.8company rating

    New York, NY job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** **Position Overview:** The Director of Detection Operations is responsible for overseeing the daily operations of internal fraud detections systems, ensuring the effective monitoring of insider threats and internal fraud risks across the enterprise. This role manages the detection infrastructure, alert triage and case referrals. Working closely with the VP of Detection, Reporting, and QA, Investigations and Technology teams, the Director ensures that internal fraud alerts are timely, accurate, and actionable, while minimizing false positives and operational noise. **Key** **Responsibilities:** + Lead the fraud detection operations team, responsible for monitoring and triage of internal fraud alerts + Oversee daily workflows including alert intake, triage, escalation and case referral to investigation teams + Ensure operational coverage, service level adherence and timely escalation of high-risk incidents + Support the VP of Detection, Reporting, and QA to operationalize new rules, thresholds and models into monitoring systems + Track and improve detection efficiency (hit rates, false positives, alert to case conversion) + Define and report on detection operations Key Performance Indicators (KPI) + Contribute to reporting on detection effectiveness and operational performance + Partner with investigations on case referrals and feedback loops to refine detection quality + Support audit and regulatory review of detection operations + Build and manage a team of fraud detection analysts and operations specialists + Drive a culture of operational discipline, continuous improvement and risk ownership **Desired Leadership Characteristics:** + Calm and decisive under pressure. + Ability to prioritize actions for the benefit of the organization to remain focused on most critical issues + Initiative and bias for action and for getting things done + Proven ability in extending and maintaining strong relationships in a complex multi-national corporation + Strong problem solver with the ability to use analytical methods to affect change + Effective organizational skills (including attention to detail) along with the ability to collaborate and influence in a matrixed environment **Minimum** **Qualifications:** + 10 years of experience in fraud operations, monitoring, or security operations, with at least 3 years in a leadership role + Deep understanding of fraud monitoring tools, insider threat detection and case management systems + Strong knowledge of internal fraud typologies and insider risk behaviors + Proven track record of managing global operations teams + Strong collaborations skills with Technology, CEG, Legal and risk oversight functions + Experience with operational KPIs, back-office case and SLA management, and executive reporting **Qualifications** Salary Range: $123,000.00 to $215,250.00 annually bonus equity (if applicable) benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position. **Job:** Operations **Primary Location:** US-New York-New York **Other Locations:** US-North Carolina-Charlotte **Schedule** Full-time **Req ID:** 26000431
    $123k-215.3k yearly 6d ago
  • Senior Executive Assistant

    Citigroup Inc. 4.6company rating

    New York, NY job

    Supports senior team members and managing directors of the New York-based CIO team. Manages day to day calendar(s) Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls including in-person coordinat Executive Assistant, Executive, Senior, Assistant, Technology, Banking, Skills
    $131k-197k yearly est. 6d ago
  • Compliance Officer-Deposits

    City National Bank 4.9company rating

    Remote or New York, NY job

    WHAT IS THE OPPORTUNITY? Position is responsible for performing risk analysis and assessment of compliance regulations, identifying risks and controls, monitoring business unit control environment, drafting and maintaining remediation plans and issues tracking logs, and escalation of compliance issues. The incumbent is responsible for playing a critical role in the issues remediation strategy for compliance identified issues and ensuring issues are closed in a manner which both adheres to the regulatory requirements and ensures business continuity. WHAT WILL YOU DO? Reviews/challenges compliance risk assessments, analyzing the Bank's compliance risk; determine if current processes control risk. Analyze new and changing laws and regulations and development of implementation strategies. Maintain updates to compliance policies, procedures, and training for new or revised laws and regulations. Assist the Compliance Manager, Senior Compliance Officer, and Risk Assessment team with the evaluation of compliance testing program and processes. Performs research on regulations and provides guidance to business operations (divisions) on compliance requirements. Create, maintain and update reporting of compliance test results along with comparable line of business QA testing results. Conduct meetings to discuss testing and risk assessment results and lead line of business to remediation plans. Works with Senior Compliance Officer, Compliance Manager to maintain audit tracking logs and other tracking reports as deemed necessary. Conduct regulatory compliance monitoring activities as assigned and maintain appropriate work papers Performs compliance reviews on specific loan-level accounts, as required. Complies fully with all Bank Compliance policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Provide guidance on regulations, requirements, and Bank procedures. Conducting and documenting reviews and addressing findings with employees and supervisors. Drafting and maintaining employee training for assigned topic areas. Analyze the Bank's compliance risk; determine if current processes control risk. Completes all required training. Other duties and special projects as assigned. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 5 years' experience working with Federal and State compliance regulatory matters Minimum 5 years' experience in banking, consumer finance, retail banking compliance, mortgage banking or working in a legal department Minimum 3 years' experience with managing projects or processes Additional Qualifications College degree preferred. Relevant, equivalent work experience may be substituted for degree preference. Good knowledge and relevant work experience with bank credit, deposit, operations regulations (as applicable/assigned). Knowledge and experience with traditional bank products and services and/or reviewing marketing materials is a plus. Knowledge of Regulations E, CC, DD and activities relating to digital account services. Ability to influence/motivate others to produce desired results. Ability to operate effectively in a fast paced environment. Excellent organizational and analytical skills. Ability to communicate clearly and professionally with all levels of an organization. Excellent written and verbal communications skills. Effective interpersonal skills. Proficiency in multi-tasking and prioritizing projects. Excellent time management skills and be accustomed to working with deadlines. Certified Regulatory Compliance Manager (CRCM), Certified Internal Auditor (CIA), and/or Certified Financial Services Auditor (CFSA) designation a plus. Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-JR1 #CR-JR
    $77k-143k yearly 1d ago
  • Third Party Risk Management Lead

    City National Bank 4.9company rating

    Remote or New York, NY job

    WHAT IS THE OPPORTUNITY? Third Party Risk Management (TPRM) Lead is responsible for providing Enterprise wide third party risk management services, including taking a lead role to define, implement, and maintain a risk framework, operating model, policies, procedures, governance and oversight programs for all lines of business and subsidiaries. CNB established the TPRM program as a second line function, enabling CNB to manage third party risk effectively and efficiently, relative to its size and complexity. The lead is responsible for ensuring the program meets regulatory guidance, aligns with CNB's parent company, and incorporate changes as necessary. WHAT WILL YOU DO? In partnership with the TPRM Program Manager, develop a successful implementation plan consisting of: Assist with the development and execution of an TPRM risk framework, policies and procedures Direct assessments on key controls and overall compliance with the TPRM program, including the timeliness, completeness, and accuracy of risk assessments. Provide risk-consulting serves to first line third party risk managers for complex arrangements. Develop risk analysis and reporting, including risk metrics, for dissemination to both first line of defense (technology) leadership, risk management committees, CNB's parent holding company, and CNB's regulators. Streamline processes for risk identification and assessment, control assessment, testing and issue management. Lead continuous improvement activities and initiatives for TPRM, working with stakeholders, subject matter experts, and analysis of exception reports to define issues, determine root cause, and determine appropriate changes. Identify and assess requirements for CNB's GRC system to increase automation, and process effectiveness and efficiency. Responsible for reviewing SSAE 18 reports for CNB's third parties and evaluate for completeness, appropriateness, and assess impact to CNB on findings and exceptions to support CNB's Sarbanes Oxley, FDICA, and SOC programs. Manage coordination of assignment of resources based on demand and capacity, and required subject matter expertise, including augmenting internal staff with external resources as necessary. Ensure appropriate escalate of issues to first line and senior management as required. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Minimum of 7 years of third party risk management, assurance and / or oversight or relevant supplier or third party audit or compliance experience Minimum of 4 years of experience in risk and controls for information technology and cybersecurity, appropriately scoping assessments, providing credible challenges, and performing assurance testing. Minimum of 4 years working with a GRC system, incorporating continuous improvement for the system and process. Additional Qualifications Comprehensive knowledge of third party and information technology risk management processes and methodologies Experience using third party risk management /Governance, Risk and Compliance (GRC) systems Experience assessing contracts, including master service agreements, statements of work, and license agreements. Experience assessing cloud servicing arrangements Knowledge of and experience in designing and operating governance, frameworks and processes to comply with vendor management / third party risk management related regulatory requirements, guidance and oversight (OCC 2013-29, Fed SR 13-19 or other relevant third party risk management / vendor management regulation applicable to the financial services industry) Currently hold or quickly obtain industry recognized third party risk management or vendor management certification Excellent oral and written communication skills; experience performing both detailed and executive-level documentation Advanced knowledge of Microsoft Office tools; specifically, Excel, PowerPoint and SharePoint Experience with reporting platforms such as Tableau, SQL scripts, and Microsoft SSRS desirable WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $99k-176k yearly 1d ago
  • Vice President, Private Markets Finance & Strategy

    Blackrock 4.4company rating

    Remote or New York, NY job

    **About this role** The Private Markets Finance & Strategy team partners with Investment Businesses and Enterprise Leaders across BlackRock to drive long-term, margin-accretive growth in our rapidly expanding Private Markets Platform. The team sits at the intersection of Corporate Strategy & Development and Financial Planning & Analysis (FP&A), blending strategy, finance and execution skillsets. We collaborate closely with leadership of our Infrastructure, Private Credit, Private Equity and Real Estate businesses to translate the enterprise-level vision and strategy into business-level execution plans, short- and long-term budgets, forecasts, insightful metrics and financial analysis that drive business decisions. We are looking to further strengthen the team with a Vice President, Private Markets Finance & Strategy who will operate at a platform level, working on initiatives and financials across all businesses and asset classes. The VP will contribute to some of the firm's highest and most dynamic growth priorities. The ideal candidate has an affinity for both enterprise-level strategy projects and deep financial analysis. Paired up with project management and senior stakeholder management skillsets, the VP will drive strategy and FP&A initiatives from ideation through execution. **Responsibilities:** + Contribute to the development of Private Markets growth strategies, business plans, budgets and financials both on an enterprise and individual business level + Partner with senior management and work 'hand in hand' with investment business leaders and COO teams to translate strategy (e.g., channel strategies, product development) into business goals, execution plans, financials and identify milestones, investment needs and measures of success + Be a 'quarterback' between strategy and finance to ensure that business and financial goals are fully in synch across budgeting and strategic planning processes + Work closely with FP&A partners to develop and leverage financials, forecasts and insights that underpin strategy, initiatives and drive decision making (e.g., business cases, reporting dashboards) + Act as a program and transformation manager to lead and support the execution of FP&A and strategy initiatives, (e.g., developing new strategies, transforming finance processes, conducting benchmarking based on competitive insights) + Gather, synthesize, analyze and present market and financial data in support of projects and initiatives + Act as strategic and trusted advisor to investment business leaders by being a 'student of the markets and leveraging deep Private Markets expertise, insights on the latest trends and competitive intelligence + Communicate strategic priorities as well as financials to senior to stakeholder groups across the firm via presentations, meetings and written communications and connect dots across the organization through strong relationships **Development Value:** + Unique exposure to BlackRock's Private Markets leadership at the global, regional and business unit level + Opportunity to build a brand and drive career development in one of the firm's talent engines + A collaborative, inquisitive, and high-performing team culture across the global Finance & Strategy team **Qualifications:** + Bachelor's or equivalent degree with strong record of academic achievement; MBA desirable + 5-7 years of relevant work experience in Consulting, Finance, Banking or similar + Asset management industry and Private Markets expertise strongly preferred + Experience with financial processes, e.g. financial modelling, planning, budgeting, forecasting, reconciliation, reporting and valuation + Track record of developing and implementing strategies and driving change through creativity, relationship building, and focused execution + Student of the markets; fascinated by how privates markets businesses serve their clients and innovate across all assets classes + Commercial and pragmatic leader with high standards and ability to balance speed of execution and high quality of their work product + Strong quantitative and problem-solving skills; organized with strong follow through and execution + Ability to clearly articulate and present ideas both in written presentations and orally to senior management + Experience in navigating complex stakeholder environments and working in cross-functional project teams + Relationship-builder with professional, positive demeanor and collaborative orientation + Proven expertise in Excel and PowerPoint; experience with TM1 / Cognos a plus For New York, NY Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $137.5k-194k yearly 6d ago
  • Sales Trader

    Berenberg 4.0company rating

    New York, NY job

    General information Country USA City New York Type of role Professional Working time Full-time Type of contract Permanent Remaining openings 1 Description & Requirements For our US Markets division in New York we are looking to hire into US Equity Sales Trader - New York Your role in the team: Join our dynamic US Markets division as an US Equity Sales Trader, where you will play a pivotal role in expanding our presence in the US equity markets. In this position, you will be responsible for building and nurturing relationships with US clients, providing insightful advice on equity market developments, and executing client orders efficiently. This role offers and exciting opportunity to be part of a collaborative team, leveraging your knowledge of the current equity market to drive success. What will you do?: Build on existing and develop new relationships with US clients, providing advice on equity market developments and key issues that may affect their trading strategies for the US market Execute client orders for the US market; coordinating between the traders and the client as required Generate new order flow in the secondary and primary markets - on existing Berenberg deals and help generate potential blocks with client order flow Prioritize resource allocation across clients and products to maximize revenue generation Ability to talk in detail your knowledge of the current market for Equities Required to comply with applicable regulation, including the Conduct Rules, internal policies and procedures Liaise with and develop Berenberg's low touch offering and our Risk Arb team where possible Who are we looking for?: Experience within the Equity Trading Markets Bachelor's degree preferred or equivalent experience required Willingness to spend time traveling and socializing with clients IT skills, including all standard Office applications Strong communication skills, ability to foster relationships Demonstrated ability to perform under pressure in a fast-paced environment What we offer you 100% Company sponsored medical, dental, and vision insurance 25 Paid vacation and sick time Company-paid life insurance Company-paid STD/LTD Paid parental leave 401(k) plan with company match Gym membership discounts Apply now and join our Team - we look forward to receiving your application! Who We Are: Berenberg Capital Markets LLC (BCM) is a New York based FINRA member broker-dealer, and wholly owned independent subsidiary of Joh. Berenberg, Gossler & Co. KG (Berenberg), one of Europe's leading privately-owned banks, established in 1590. Together, BCM and Berenberg have built a franchise known for its "client first" approach and a global reputation of high-quality coverage of both corporate and institutional clients. Leveraging our global network of institutional investors and deep corporate relationships, we developed a track record of raising capital on US exchange's raising over $27 billion across more than 80 transactions since opening our Equity Capital Markets division in 2018. Building on its strength and expertise across multiple industries, BCM continues to expand the breadth of Sales, Trading, and Investment Banking services it offers to better assist its institutional and corporate clients' access to the global equity markets. BCM adopts the same principles as its parent company and is committed to building long-term relationships with its clients based on high levels of accountability, responsibility, insight, vision, and expertise. We place great importance on working on site, as we believe that being together in the office not only fosters creativity and efficiency, but also strengthens networks and builds trusting, collegial relationships. For us, this forms the foundation for productive and successful work. Together we collaborate to shape our business and fulfil our ambitious goals. We welcome you to join us in our commitment to always do the right thing for our people, clients and our business - Our future is where you take us! We will only accept applications submitted through our online application management system on the website. We're committed to finding reasonable accommodations for candidates who require adjustments during our recruiting process. Please contact us directly on ************************* to discuss. BCM provides Equal Employment Opportunities (EEO) to all employees and applicants without regard to their actual or perceived age, race, creed, religious belief, color, gender, sexual orientation, gender identity, partnership status, marital status, physical or mental disability, national origin, alienage or citizenship status, military or veteran status, genetic predisposition or carrier status, or engaging in protected activity (such as opposition to prohibited discrimination or participation in proceedings covered by the anti-discrimination statutes) or any other characteristic protected by applicable federal, state and local law. BCM complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Salary will vary based on role, education, level of experience, and expertise ranging between $200,000 to $250,000 dollars as a base salary with eligibility for a discretionary annual bonus plus comprehensive benefits package.
    $200k-250k yearly 6d ago
  • Senior Manager, Internal Fraud Event Response

    American Express 4.8company rating

    New York, NY job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? Position Overview The Senior Manager of Internal Fraud Event Response is responsible for the development of advanced analytics that enable strategic insights, internal fraud identification, control evaluation, outlier analysis, and compensating control implementation in response to emerging internal fraud risk. The successful candidate will play a critical role in protecting American Express from insider-driven risks. This role will support the creation of data driven decision making for internal fraud response across the enterprise, while ensuring strong alignment between analytics, operational execution, and rules strategy. Reporting to the Vice President of Internal Fraud Event Response, this senior professional will leverage analytical expertise, business acumen, and technical proficiency to translate fraud intelligence into actionable detection response that will inform control enhancements, policy changes, and detection strategy implementation. The ideal candidate has a strong background in fraud analytics, coding, rule design, and control optimization - with a passion for protecting the integrity of American Express's people, processes, and data. Key Responsibilities: Create and implement compensating controls to address emerging risks and regulatory changes. Respond to executive and board requests with timely, data-driven insights and recommendations. Support continuous improvement of internal fraud detection models and analytic tools in partnership with the Detection Analytics team. Develop statistical modeling, machine learning, and data visualization to identify fraud patterns and emerging threats impacting the industry and American Express . Ensure the integrity, aggregation, and interpretation of data supporting internal fraud capabilities Lead rapid response initiatives to address new fraud schemes or internal and external fraud events. Create ad hoc analysis in response to requests from Executive leadership, providing actionable insights under tight deadlines. Collaborate with compliance, audit, and risk management teams to ensure effective risk identification, assessment, and mitigation strategies Serve as a key liaison with executive leadership, board members, and regulatory bodies. Communicate complex analytic findings and risk assessments in clear, actionable terms for non-technical stakeholders. Ensure all internal fraud analytics and controls comply with relevant laws, regulations, and internal policies. Stay abreast of regulatory developments and industry best practices, updating processes as needed. Conduct detailed analysis of insider-related fraud incidents, trends, and behaviors to identify emerging risks and control opportunities. Use data-driven insights and behavioral analytics to uncover early indicators of internal fraud exposure. Partner with Fraud Operations, Investigations, and Operational Risk teams to translate case findings into preventive rule logic. Provide subject matter expertise on internal fraud risk patterns, detection methods, and process design. Stay current on emerging internal fraud trends, rule design techniques, and fraud prevention technologies. Leverage automation, data visualization, and analytics to continuously refine detection logic. Contribute to a culture of innovation and proactive risk management across the Internal Fraud 1LOD COE. Qualifications: 7 years of experience in internal fraud detection, fraud risk management, rules development, or analytics, preferably in financial services or payments. Demonstrated experience designing and implementing fraud detection rules or models in a production environment. Strong understanding of internal fraud typologies, control design, and risk frameworks. Advanced proficiency with analytical tools and query languages (SQL, SAS, Python, etc.). Experience working with rule management systems, case management platforms, large database environments/warehouses, and decision engines. Excellent analytical, problem-solving, and documentation skills with attention to accuracy and governance. Ability to work effectively in a fast-paced, cross-functional environment with minimal supervision. Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.
    $103.8k-174.8k yearly 3d ago
  • Call Center Agent - National Bank

    Capital Management Services 3.8company rating

    Remote or Buffalo, NY job

    Customer Service / 1st Party Collections Representative Amherst/Williamsville, NY Full-time | In-office Capital Management Services, LP (CMS) is a compliance-focused, well-respected call center headquartered in Amherst, NY. We specialize in 1st party collections and reminder calls on behalf of a well-known national bank - working exclusively with current customers who are 2-90 days behind on their credit card payments. There is no cold calling or old debt involved. We're expanding and looking for professional, tech-savvy, and customer service-oriented team members to join us. Ideal candidates will be comfortable making outbound calls, navigating technology tools efficiently, and offering account solutions with empathy and professionalism. Why Work With CMS? $17.00/hr starting pay Guaranteed increases in your first year (minimum $18/hr within 12 months) $150 bonus after 60 days No weekend shifts Schedule: Start Date: February 2, 2026 Training: 3 weeks | Monday - Friday | 9:00 AM - 5:00 PM On-the-Job Training: 3 weeks | Monday - Friday | 1:00 PM - 10:00 PM Regular Schedule (Post Training): Monday - Friday | 10:00 AM - 7:00 PM No weekends required Responsibilities: Call current customers to remind them of recently missed payments Assist customers in understanding options to resolve their past-due balances Utilize technology systems for account updates and documentation Handle both outbound and inbound calls professionally Promote a positive customer experience and represent the bank's offerings Qualifications: Excellent verbal communication and active listening skills Strong customer service experience (retail, hospitality, or call center) 1st party collections, financial services, or debt resolution experience preferred Comfortable using computer systems and entering data accurately Typing proficiency Bilingual/multilingual skills are a plus Must be able to work in-office in Amherst, NY (14221) Benefits: Health, Dental, and Vision insurance 401(k) with company match Paid Time Off (PTO) On-the-job training & career development Work-from-home opportunities Employee referral bonuses Advancement opportunities Ready to grow your career in a supportive, professional environment? Join CMS and help make a difference - one customer at a time. #ZR We conduct a 7 year background check and drug screen for all potential hires.
    $17-18 hourly 5d ago
  • Analyst, Real Estate, Investment Banking

    BMO-Bank of Montreal 4.7company rating

    New York, NY job

    Application Deadline:Address:320 S Canal Street. Job Family Group:Capital Mrkts Sales & Service. Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of p Real Estate, Banking, Investment, Analyst, Estate, Financial
    $107k-151k yearly est. 2d ago
  • Senior Private Tax Strategy Leader

    Price Waterhouse Coopers 4.5company rating

    Melville, NY job

    A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered. #J-18808-Ljbffr
    $112k-151k yearly est. 5d ago
  • Associate/Director, Credit Sales (VP Level)

    CIBC 4.8company rating

    New York, NY job

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You'll Be Doing The Associate/Director of Credit Sales within Fixed Income Sales (under the guidance of the Head of Fixed Income Sales), significantly impacts the firm's bottom line (i.e., trading revenue, deal flow, managing capital, client impact, external rankings, risk responsibility, business budget, external profile, etc.) and contributes to firm-wide priorities and business line initiatives. This is a critical position as it provides a lot of liquidity to the traders to both exit risk as well as source risk that we might be looking for on behalf of a customer. How You'll Succeed Responsible for creating new sales and management of the assigned book of business Will be able to deliver on sales volume and revenue targets Work with our business partners in trading and DCM Maintain a thorough understanding of the client's needs in order to build relationships, and supply additional products when possible Requires in depth knowledge of the organization, products, and/or services Fulfills Business needs via inbound/ outbound calling activities Analyze customer needs and makes suggestions about alternative products and services Act as a product specialist and maintain expert knowledge to meet the needs of the business to successfully establish rapport, and find a solution Hold accountability of risk and compliance process Who You Are Comprehensive knowledge of financial markets, specifically IG Credit functions and products. Detailed working knowledge of the industry and market to assess impact of market conditions. Excellent interpersonal and relationship building skills in order to develop, manage and leverage relationships with clients, internal and/or external business partners. Significant presentation/interactive skills sufficient to clearly articulate complex conceptual information/ideas on issues involving extensive interpretation and opinion. Creativity skills sufficient to resolve complex problems and/or identify innovative alternatives or opportunities. Working knowledge of all Canadian and U.S. legislation and regulatory requirements in order to either advise clients or market transactions effectively. Developed understanding of CIBC World Markets businesses as well as significant knowledge of: FIC products and services. FIC-related competitive, legislative, and economic environment. Comprehensive understanding of elements of profitability, risk, and cost control. Knowledge of business/finance typically acquired through University business degree or equivalent combination of education and industry experience and relevant post-graduate education as specified by US-FIC. Unquestioned professionalism, ethics and reputation and proven ability to exercise strong independent judgment when making business decisions and/or representing CIBC World Markets. Highly developed people management and team building skills. Strategic thinking capability with ability to identify and exploit trends and opportunities. #LI-TA California residents - your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $150,000-$250,000 for the New York, NY market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members. Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ********************************** You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location NY-300 Madison Ave., 5th Floor Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Book Of Business, Client Consultations, Financial Markets, Financial Modeling, Global Market, Incentive Compensation, Investments, Market Trading, Researching
    $150k-250k yearly 6d ago
  • Compliance Lead

    Pagaya Technologies Ltd. 4.2company rating

    Pagaya Technologies Ltd. job in New York, NY

    About Pagaya Shape the Future of Finance Pagaya is building a leading artificial intelligence network to help our partners grow their businesses and better serve their customers. Pagaya is a global technology company making life-changing financial products and services available to more people nationwide, as it reshapes the financial services ecosystem. By using machine learning, a vast data network and a sophisticated AI-driven approach, Pagaya provides comprehensive consumer credit and residential real estate solutions for its partners, their customers, and investors. Its proprietary API and capital solutions integrate into its network of partners to deliver seamless user experiences and greater access to the mainstream economy. Pagaya has offices in New York and Tel Aviv. For more information, visit pagaya.com. Let's create better outcomes together! About the Role Pagaya is seeking a Compliance Lead to join our New York City office. This role will play a critical part in overseeing compliance operations, monitoring, and advisory functions across Pagaya's U.S. business. You'll partner closely with Legal, Risk, and Operations to ensure the company's activities align with applicable regulatory requirements and internal policies. The ideal candidate is a hands-on compliance professional with experience in consumer finance or securities, who thrives in a dynamic, fast-moving environment and can balance regulatory rigor with business practicality. Responsibilities * Lead day-to-day compliance operations and serve as a trusted advisor to business leaders across Pagaya's U.S. business lines. * Develop and execute compliance monitoring, testing, and review programs to identify and mitigate risk. * Support the design and implementation of compliance frameworks for new products and business initiatives, including auto and point-of-sale (POS) lending. * Partner with Legal, Risk, and Product teams to embed compliance requirements into product design, operational processes, and decision-making. * Assist in regulatory examinations and interactions with external auditors, ensuring accurate and timely responses. * Monitor regulatory developments and industry trends to proactively assess and address potential compliance impacts. * Promote a culture of compliance awareness and accountability across the organization. Requirements * 5-8 years of compliance experience in a dynamic, evolving organization, ideally with a background in the lending, consumer finance, or securities industries. * Strong understanding of U.S. regulatory requirements relevant to consumer lending and investment activities. * Demonstrated experience designing or managing compliance programs, including monitoring and testing activities. * Excellent communication and relationship-building skills, with the ability to influence cross-functional partners and senior stakeholders. * Excellent organizational skills, with a proven ability to multitask and operate with sound judgment in a fast-paced, evolving environment. The pay ranges for New York-based hires are commensurate with candidate experience. Pay ranges for candidates working in locations other than New York may differ based on the cost of labor in that location. Compensation Range for New York Based Hires $140,000-$160,000 USD Our Team Pagaya was founded in 2016 by seasoned research, finance, and technology entrepreneurs with our head quarters located in NYC and Tel Aviv. We move fast and smart, identifying new opportunities and building end-to-end solutions from AI models and unique data sources. Every Pagaya team member is solving new and exciting challenges every day in a culture based on partnership, collaboration, and community. Join a team of builders who are working every day to enable better outcomes for our partners and their customers. Our Values * Continuously Learn- We challenge ourselves for the sake of getting better as individuals, as teams, and as an organization to deliver for our partners. * Debate and Commit- We respectfully and openly debate to strengthen our ideas and build shared conviction - once we decide, we go all in, together. * Dream Big and Act- We boldly tackle complex problems, pressure-test solutions in real-time, and adapt with speed and energy. * Advance Inclusion- We create a world where everyone can win, designing systems that better represent people and generate sustainable value for our employees, partners and investors. * Be Accountable Together- We proudly own our actions and our results, taking initiative to ensure our work gets over the finish line as a team. More than just a job We believe health, happiness, and productivity go hand-in-hand. That's why we're continually looking to enhance the ways we support you with benefits programs and perks that allow every Pagayan to do the best work of their life.
    $140k-160k yearly Auto-Apply 60d+ ago
  • Senior Associate, Growth Equity Investments

    Camino Partners 2.8company rating

    New York, NY job

    Camino Partners is a privately held, values-led investment platform focused on enhancing consumers' lives. We partner with pioneering leaders to build enduring enterprise value forged with entrepreneurialism, open communication, and integrity. Drawing on our experience building KIND Snacks from concept to a multi-billion-dollar platform, we bring a bespoke approach to partnership-combining strategic, operational, and investment expertise with flexible capital. This differentiated model allows us to act as trusted thought partners to founders, executives, and stakeholders throughout the value- creation journey. We invest deliberately in a concentrated portfolio of companies with clear pathways to scalable and sustainable growth. Our flexible capital enables a range of transaction structures, including leading investments and co-investments alongside value-aligned executives and investors. Role Overview Reporting to the Executive Director, Head of Direct Investments, the Senior Associate role at Camino Partners offers a unique opportunity to be at the center of the full investment lifecycle-sourcing, evaluating, executing, and supporting portfolio companies post- investment. As a key member of the direct investment team, the Senior Associate will work closely with Vice Presidents, the Executive Director, and senior leadership. You will gain early and direct exposure to founders, management teams, and industry leaders while building a strong foundation for a long-term career in growth equity. This is an ideal position for someone who truly loves investing and goes beyond "processing". The right candidate will be proactive, resourceful, and creative, with excellent technical and presentation skills, a can-do attitude, and a deep desire to learn and grow through mentorship. Key Responsibilities Investment Execution • Lead financial modeling and valuation workstreams with rigor ensuring identification of key variables. • Develop testable hypotheses and execute the key analyses to test them. • Drive components of due diligence and support transaction execution across legal, commercial, and financial workstreams. • Synthesize data findings in data packs and create investment memos that clearly prioritize and articulate the case for investment, including risk assessments and strategic opportunities. Sourcing & Origination • Develop and refine theses in priority sectors, identifying opportunities and risks through data-driven analysis and industry research. • Build proprietary deal flow by engaging founders, executives, and other trusted sources, and maintain a live pipeline with clear next actions. • Preempt processes by identifying promising companies early and cultivating relationships with management, leveraging senior leadership and the team. • Contribute to the establishment of top-of-funnel processes to enhance sourcing. Portfolio Management & Value Creation • Partner with portfolio company management teams to monitor performance, analyze KPIs, and identify growth levers. • Provide strategic and operational insights to help accelerate portfolio company success. • Support exit planning and liquidity events. Firm Building & Thought Leadership • Contribute to scaling the firm by improving internal processes, sharing best practices, and driving innovation. • Represent Camino Partners at industry events to enhance the firm's visibility and relationships. Requirements Candidate Profile We are seeking a curious, high-performing, and driven investor who thrives in an entrepreneurial environment. The ideal candidate will embody the following: Experience • 4-6 years total experience, including: • At least 2 years in investment banking or management consulting with rigorous analytical training and proven ability to work with high quantity of data. • 2+ years in direct investing (growth equity, growth buyout) with exposure to structured equity, complex waterfalls, and deep market/company diligence. • Proficient in Excel. • Preference for some knowledge in modern analytics (Python) or a willingness to upskill through a learn-by-doing mindset. • Demonstrated ability to work in lean, fast-paced environments where autonomy and initiative are key. Key Attributes • Passion for Investing - Genuine excitement and curiosity for identifying and backing exceptional teams and scaling businesses. • Proactive & Resourceful - Doesn't wait for directions to be given; proactively suggests course of action and seeks alignment. • Agile Learner - Comfortable diving into new sectors quickly and discerning what drives value creation. • Data-Driven, Analytical Excellence - Top-tier financial modeling, valuation, and strategic thinking skills. • Clear Communicator - Delivers thoughtful, persuasive presentations and written work with excellent attention to detail. • Relationship Builder - Skilled at fostering deep, authentic connections with founders, operators, and deal sources. • Team Player - Thrives in a collaborative environment where success is collective, not individual. • Mentorship-Oriented - Hungry to learn from senior team members and grow into a future leader. Benefits Why Join Camino Partners? • Early and meaningful impact on a lean, entrepreneurial team. • Exposure to diverse sectors and deal structures while developing deep investing acumen. • Close mentorship from senior leaders with decades of investing and operating experience. • Collaborative and supportive culture centered on excellence, integrity, and growth. What Camino Partners Offers • Competitive Total Annual Compensation [$225-$350K] • Participation in our Long-Term Incentive Plan and Co-Invest Plan. • 21 Days of Paid Time Off (pro-rated in the first year of service). • Hybrid work policy. • Excellent health, dental & vision insurance with the employee portions of basic plans covered by Camino Partners at 100%. • Retirement savings program with company match. • Charitable gift matching program. EEO Statement At Camino Partners, we are committed to an equitable workplace where diversity in all its forms is championed. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applications with criminal history, consistent with legal requirements. If you require special accommodation, please let us know.
    $95k-148k yearly est. 6d ago
  • Senior Customer Success Manager

    CB Insights 4.4company rating

    New York, NY job

    Drive CB Insights' growth as part of our Customer Success team. The role you'll play: The CB Insights Senior Customer Success Manager (or as known at CB Insights, a Forward Deployed Strategist) is responsible for maintaining a portfolio of Accounts that include some of the world's leading Corporate Strategy and Innovation groups. Forward deployment means being embedded within the customer's strategy, helping them leverage our data and AI solutions to automate processes, unlock insights, and drive better decision-making. This position delicately governs customer relationships and consistently illustrates the value delivered through CB Insights' software & services. The Senior Customer Success Manager serves as the internal voice of the customer while working with other CB Insights' teams to exceed customer expectations. This individual's performance is based on specific metrics associated with customer on-boarding, product adoption, expansion & retention. About the Customer Success Team: Working on our team is unique mostly because of our amazing clients, the problems we are helping them solve, and our team's diversity. Every day our team speaks with the best and brightest people at Fortune 500 companies. Our clients are looking to us to help them solve interesting challenges on how some of the largest organizations in the world are adapting to emerging tech trends. Being a part of the CBI Customer Success team means being a part of that equation. The uniqueness of the CS Team is driven by our group's diversity. You can look around and you'll find very few people with similar backgrounds. We each bring our own story which creates a very special environment for creativity, fun, strategy, and success. Your Main Tasks: Actively serve a portfolio of assigned strategic accounts so that customers may achieve their positive business outcomes via CB Insights' software & services. Drive customer software engagement & development of power users across customer organizations on a personalized level and at scale. Own and maintain deep relationships with the Economic Buyers and senior level contacts within the portfolio of accounts. Design and manage account plans for assigned accounts. Collaborate with CB Insights' business development team to expand customer relationships outside of the active team(s), leveraging CB Insights. Own the commercial requirements for the renewals and growth for the assigned portfolio of accounts. Maintain communication & governance protocols across customer & CB Insights' teams. Effectively solve ad-hoc customer issues as needed. Bring to bear predictive renewal analytics to identify customer expansion opportunities & churn risks. Collaborate with Marketing to demonstrate customer communication campaigns. Provide continuous customer feedback to CB Insights' Product team. Stay current & educate customers on CB Insights' products, competitive landscape & innovation trends. Embrace & contribute to Customer Success team standard methodologies. What you bring to the table: B.S. or B.A. in business management, finance, economics or similar study. Validated results in prior role. At least 5 years of prior account management and/or customer success experience, preferably within enterprise software or SaaS. Expertise with Excel and CRMs, preferably Salesforce. Proficiency communicating data via Excel, Salesforce and other business intelligence tools. You will be successful here if you have: Real passion for serving customers. Desire to learn and maintain a point of view on the current landscape of technology trends especially GenAI. The ability to establish credibility with key customer decision makers & influencers. Strong verbal/written communication & presentation skills; extraordinary listening skills. Strong problem solving & analytical skills; formulates solutions that deliver real business value. Ability to recognize and maximize new business opportunities. Comfort with negotiation. Multi tasking down to a science; handling multiple accounts & assignments simultaneously. A commitment to exceed goals that is internal, constant & self-imposed. Please note this is a US-based role. In addition to base salary, this role is also eligible for commission. A little bit about our pay practices: Typically, we will hire at our Hiring Target, but actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints. Compensation $115,000-$125,000 USD What we're all about We're on a mission to advance the technology economy -- one driven by innovation, markets, and entrepreneurship. We believe a thriving technology economy powers a thriving society. By synthesizing, analyzing and visualizing millions of data points, we deliver a 360° view of the technology economy - powering the insights that buyers, sellers, investors, and advisors need. As a CBIer, you can expect to leverage generative AI to drive creativity, efficiency, and strategic decision-making. Our culture is infused with the spirit of exploration and experimentation - and AI is a catalyst for new ideas and breakthrough solutions. CB Insights Leadership Principles At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions. We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work. Solve customer problems. It's our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process. Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life. Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren't built from afar. Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed. Danger zones: Bureaucracy. May the best ideas and execution win. Complexity. Leaders use frameworks and systems to simplify. No commitment. Leaders don't compromise just to get along. Debate. Disagree. But once a decision is made, commit. Leaving what's important unsaid or undone. No "circling back." Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity. Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they're excited to share with the world. Live off the land. Leaders creatively use resources already available to them - especially AI - to execute and automate their work. Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones. Help others. Leaders know we're building this together. You'll want to work here if You are excited about how AI is transforming tech You are hungry for feedback and the chance to grow Your instinct is to work smarter not harder You love developing as a SME with a POV You are motivated by challenges and big ideas You believe in radical personal accountability You don't want to work here if: You are a tech pessimist Radical Candor is not your style You like to build big processes You stay @ the 30,000 foot view instead of digging into the details You prefer to operate in your comfort zone You expect to be judged by outputs instead of outcomes What we offer: Award-winning culture: recognized by Inc. and Built-in for leadership, career opportunity, and engagement Industry Insight: over 500k+ people follow our tech newsletter: sign up here Holistic compensation: cash, rich healthcare insurance benefits including PPO, HSA, and FSA options, multiple mental health resources, pet insurance, 401k match, annual education stipend, and generous paid time off. About our pay practices We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions consider factors like qualification, location, internal equity, and market data. Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total compensation as innovative as the work we do - this includes variable cash potential, 401k matching, flexible healthcare options plus mental health resources, professional development and education stipends, great PTO, and more. Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We're proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
    $115k-125k yearly 6d ago
  • LatAM Sovereign Trader

    Barclays Bank 4.6company rating

    New York, NY job

    To execute trades and manage risk within a defined portfolio of financial instruments and staying informed about market trends and developments to make informed trading decisions. Accountabilities. Execution of buy and sell orders or pricing of liqui Trader, Trade, Business, Monitoring, Banking
    $119k-185k yearly est. 5d ago
  • Private Client Banking Advisor

    Jpmorgan Chase & Co 4.8company rating

    New York, NY job

    A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations. #J-18808-Ljbffr
    $92k-145k yearly est. 2d ago
  • Senior Executive Assistant (Wealth)

    Citigroup Inc. 4.6company rating

    New York, NY job

    Directly supports a C 16 level manager and generally supports an entire department. Manages day to day calendar(s) of senior management. Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls. May p Executive Assistant, Wealth, Executive, Senior, Assistant, Technology, Banking
    $131k-197k yearly est. 6d ago
  • Partner Implementation Lead

    Pagaya Technologies Ltd. 4.2company rating

    Pagaya Technologies Ltd. job in New York, NY

    About Pagaya Shape the Future of Finance Pagaya is building a leading artificial intelligence network to help our partners grow their businesses and better serve their customers. Pagaya is a global technology company making life-changing financial products and services available to more people nationwide, as it reshapes the financial services ecosystem. By using machine learning, a vast data network and a sophisticated AI-driven approach, Pagaya provides comprehensive consumer credit and residential real estate solutions for its partners, their customers, and investors. Its proprietary API and capital solutions integrate into its network of partners to deliver seamless user experiences and greater access to the mainstream economy. Pagaya has offices in New York and Tel Aviv. For more information, visit pagaya.com. Let's create better outcomes together! About the Role We are seeking a Partner Implementation Lead to drive the successful launch of new commercial partnerships. This role blends program management, product solutions, commercial judgment, and technical fluency. You will be the central orchestrator across internal teams and external partners, ensuring integrations, agreements, and enablement steps are executed seamlessly. This is a high-visibility role with direct impact on revenue growth, partner satisfaction, and market expansion. The ideal candidate thrives in ambiguity, can move quickly while managing detail, and has a proven ability to lead multiple high-stakes implementations simultaneously. Responsibilities * Own the end-to-end partner implementation lifecycle - from signed commercial agreement through technical go-live. * Drive alignment across Product, Risk, Compliance, Legal, Capital Markets, and senior leadership. * Translate partner needs into actionable product and technical requirements (e.g., workflow design, data integrations, APIs). * Build deep understanding of commercial agreements, compliance frameworks (KYC/AML), data sources, and capital markets dependencies. * Serve as the primary partner contact throughout implementation, building confidence with proactive communication and solutions-oriented problem-solving. * Ensure internal operational readiness for partner launch by identifying risks early and driving resolution. * Continuously refine implementation playbooks, tools, and processes to enable scale. * Report on implementation progress, risks, and KPIs to senior leadership. Requirements * 8+ years of experience in program management, solutions engineering, product management, or partner enablement in a high-growth, complex environment. * Strong commercial acumen; comfortable navigating contracts, pricing terms, and negotiation touchpoints. * Demonstrated success managing cross-functional initiatives across technical and business teams. * Technical fluency: familiarity with APIs, data integrations, and system architecture. * Experience in financial services, fintech, capital markets, or compliance-heavy industries strongly preferred. * Exceptional judgment, ownership mindset, and ability to make fast, informed decisions. * Gravitas to influence senior stakeholders and build trust quickly. The pay ranges for New York-based hires are commensurate with candidate experience. Pay ranges for candidates working in locations other than New York may differ based on the cost of labor in that location. Compensation Range for New York Based Hires $140,000-$165,000 USD Our Team Pagaya was founded in 2016 by seasoned research, finance, and technology entrepreneurs with our head quarters located in NYC and Tel Aviv. We move fast and smart, identifying new opportunities and building end-to-end solutions from AI models and unique data sources. Every Pagaya team member is solving new and exciting challenges every day in a culture based on partnership, collaboration, and community. Join a team of builders who are working every day to enable better outcomes for our partners and their customers. Our Values * Continuously Learn- We challenge ourselves for the sake of getting better as individuals, as teams, and as an organization to deliver for our partners. * Debate and Commit- We respectfully and openly debate to strengthen our ideas and build shared conviction - once we decide, we go all in, together. * Dream Big and Act- We boldly tackle complex problems, pressure-test solutions in real-time, and adapt with speed and energy. * Advance Inclusion- We create a world where everyone can win, designing systems that better represent people and generate sustainable value for our employees, partners and investors. * Be Accountable Together- We proudly own our actions and our results, taking initiative to ensure our work gets over the finish line as a team. More than just a job We believe health, happiness, and productivity go hand-in-hand. That's why we're continually looking to enhance the ways we support you with benefits programs and perks that allow every Pagayan to do the best work of their life.
    $140k-165k yearly Auto-Apply 60d+ ago

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Pagaya may also be known as or be related to Pagaya, Pagaya Investments US LLC and Pagaya Technologies LTD.