The Association of Technology, Management and Applied Engineering
Personal banker job in New York, NY
A financial services organization is seeking a skilled individual to provide comprehensive financial solutions to small businesses, managing client relationships and driving sales opportunities. The role involves identifying new client opportunities and supporting profitability while adhering to procedural guidelines. Successful candidates will demonstrate consultative sales and financial analysis skills, with a strong focus on customer experience and relationship development.
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$87k-152k yearly est. 2d ago
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Relationship Banker - Syracuse Area
Bank of America Corporation 4.7
Personal banker job in Liverpool, NY
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$41k-51k yearly est. 1d ago
SBA Banker III
Seacoast National Bank 4.9
Personal banker job in New York, NY
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$83k-150k yearly est. 1d ago
Financial Partner/Universal Associate
Heritage Financial Credit Union 4.4
Personal banker job in Wappingers Falls, NY
Join a Purpose-Driven Team at Heritage Financial Credit Union
Where Integrity, Excellence, Teamwork, and Community Matter!
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
We believe in:
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
Excellence: We strive to provide our members with the best possible service.
Teamwork: We believe that we can achieve more together than we can alone.
Respect: We treat each other with dignity and respect.
Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
Rate of Pay: $20 - $23 per hour depending on experience
POSITION PURPOSE
As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager
Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures
Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations
Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union
Engage in conversations with business members about available commercial loan products and their structures
Identify lending opportunities through discussions with business members while opening accounts.
Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach.
Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services.
Recommend improvements to workflows, efficiency, and quality of service.
Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources
Submit thorough referrals to the Commercial Loan Department
Understand the documentation required for initiating a commercial loan application
Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources
Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality
Meet or exceed established performance goals
Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services.
Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures
Performing account and loan intake and funding
Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads
Effectively perform Lobby Engagement and First Impression Opening daily
Ability to open and close the branch as assigned by branch management
Requirements:
EDUCATION/CERTIFICATION:
High School Diploma or equivalent required; Bachelor's degree preferred.
NMLS License required. A Notary License is required or must be obtained within 9 months of hire.
REQUIRED KNOWLEDGE:
Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance
EXPERIENCE REQUIRED:
4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.
SKILLS/ABILITIES:
Critical thinker with the ability to creatively solve problems and develop business plans.
Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers.
Effective communication with team members and peers to foster a supportive and collaborative network.
Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members.
Needs-based selling with exception product knowledge.
Microsoft Office Software.
$20-23 hourly 2d ago
CLO/ABL/Structured Finance - Associate (2-6+ Years) - New York, NY
Larson Maddox
Personal banker job in New York, NY
Mid-Level Associate - Structured Finance
Experience Required: 2-6+ years
Compensation: 235,000-420,000
Bar Admission: Must be admitted or eligible for admission in New York
About the Role:
An AmLaw 100 firm is seeking a highly motivated and skilled Associate with 2-6+ years of experience to join their team focusing on Structured Finance, Asset-Backed Lending, and Private Securities Offerings. This role involves advising on complex financial transactions, drafting and negotiating key documents, and ensuring compliance with regulatory requirements. The position offers exposure to a wide range of capital markets transactions, including CLO, ABS, and CMBS structures.
Key Responsibilities:
Advise on private securities offerings, Securitization, and/or Structured Lending transactions.
Draft and negotiate transaction documents such as credit agreements, indentures, and offering memoranda.
Manage due diligence and closing processes for complex financing deals.
Ensure compliance with applicable laws and regulations throughout transactions.
Support structuring and execution of CLO, ABS, and/or CMBS transactions (experience in these areas is a plus).
Qualifications:
J.D. degree from an accredited law school with strong academic credentials.
2-6+ years of experience in Private Securities Offerings, Securitization, or Bank Lending (including Syndicated and Asset-Backed Lending).
Strong drafting, negotiation, and analytical skills with ability to manage multiple projects.
Prior experience at a reputable law firm required; CLO/ABS/CMBS experience is a plus.
Ability to thrive in a fast-paced, client-focused environment.
Why Join?
Work with one of the most respected structured finance teams in the country.
Exposure to cutting-edge transactions and high-profile clients.
Competitive compensation and benefits package.
Clear path for career growth and advancement.
Ready to Apply?
If you're ready to take the next step in your career and join a team working on some of the most sophisticated transactions in the market, submit your application today!
$73k-129k yearly est. 2d ago
Trader
Betmgm
Personal banker job in New York, NY
Discover What's Possible at BetMGM Ready to make your career legendary? Join us as we bring the magic of Vegas to our players. The BetMGM team has over 1,400 talented members, revolutionizing sports betting and online gaming in the United States and Canada. We're a brand with technology at our hearts and the most driven and focused talent in the business.
As a valued team member, we're committed to giving you the resources and support you need to thrive. Our benefits and perks include:
Medical, Dental, Vision, Life, and Disability Insurance
401(k) with company match
Pre-tax spending accounts including health care FSA and commuter savings
Flexible paid time off
Professional development reimbursement and ongoing skills training opportunities
Employee resource groups
Swag, ticket giveaways, and more!
At BetMGM, we recognize that every individual plays a meaningful role in our success. That's why we're committed to building a respectful, inclusive workplace. It's the strategy behind every win. By meeting people where they are, we create a culture of belonging where everyone can thrive and a workplace that reflects our values, our people, and our drive to win.
Location: Jersey City, NJ - Hybrid
About the Role
As part of the trading team, the US Sports Trader trades US major league and college sports (American football, baseball, basketball and ice hockey). This also includes managing risk, market liabilities and supporting the product.
Responsibilities
Day-to-day trading with market moves on games, player props and futures betting. Compile and trade prices on a variety of markets. Reacting quickly to market moves to keep in line with the wider market.
New market creation across all sports and settlement. Being aware of what markets need to be settled in a timely manner that may not be automated. Constantly coming up with new markets to improve customer experience.
Monitor market liabilities. Being aware of risk across all markets and reacting accordingly. Being on top of our stop loss system and regularly updating so markets are on site at their fullest.
Manage customer risk profiles. Identifying customers betting patterns on different levels through approvals function and betting scrollers.
Support all product initiatives. Delivering on a wide range of markets to suit all customers.
Bet Acceptance. Accepting bets through our approvals functionality requiring quick decision making.
Working with compliance department with new sport, league and market approvals from new and already open US states.
Working with content team on the delivery of an optimal site for a better customer experience by flagging any display issues.
Until fully licensed as required by state regulations, this position will support trading by providing operational support to ensure the seamless execution of our Sports Trading lifecycle and enhance the overall customer experience. Responsibilities will include:
Assisting traders in day-to-day operations with market moves on games, player props and futures betting.
Full-time trading training. Acquire knowledge about Sportsbook tools, platforms, and processes.
Support the team in the resolution of issues impacting the trading team with both online and retail Sportsbooks.
Provide operational support to Sports Trading team by creating betting sheets, configuration of new leagues and markets, and other tasks as assigned.
Essential Functions
Must be able to stand or sit and operate computers and other technological devices for extended periods of time
Qualifications
High school or equivalent
2+ years of experience in Trading US Sports
Passion for US Sports
Expertise in sports statistics
Strong numerical and mathematical skills
Team player
Ability to focus
Ability to work shifts which include evenings, weekends and public holidays
Excellent knowledge of the rules of the game for all sports
Good knowledge of the betting industry
Sports betting experience is essential
Familiarity with College and Major League Players
High attention to detail
The annual salary range for this position is $62000 to $75000. Factors which may affect starting pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate. This position is also eligible for participation in a performance-based bonus plan.
Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship. At this time, this role is not eligible for immigration-related employment authorization sponsorship including H-1B, O-1, E-3, TN, OPT, etc.
Gaming Compliance & Licensing Requirements
As an online gaming company, BetMGM is required to comply with state gaming regulations which includes licensing obligations. Applicable employees must be licensed by at least one jurisdictional agency, although certain positions require licensing by multiple agencies. Failure to become licensed or maintain licensure with each agency as required for the role may result in termination of employment. Please note that the licensing process includes comprehensive background checks which may include a review of criminal records, financial history, and personal background verification.
In addition, candidates must comply with and support BetMGM's responsible gambling policies, procedures, and initiatives.
About BetMGM
BetMGM is revolutionizing sports betting and online gaming in the United States and Canada. We are a partnership between two powerhouse organizations-MGM Resorts International and Entain Group. You know our name through our exciting portfolio of brands including BetMGM Casino, BetMGM Sportsbook, Borgata Online, Party Casino and Party Poker. We aim to bring our ideas into action and find ways to deliver the best quality in gaming platforms.
BetMGM LLC is an Equal Opportunity Employer. We provide equal employment opportunities to all qualified individuals, regardless of race, religion, gender, gender identity, age, marital status, national origin, sexual orientation, citizenship status, veteran status, disability, or any other legally protected status. As an organization, we are unwavering in our commitment to maintaining a discrimination-free work environment, and fostering a culture of inclusivity, belonging and equal opportunity for all employees and applicants.
If you need assistance or accommodation with your application due to a disability, you may contact us at .
This job description is not an exclusive or exhaustive list of duties a person in this position may be asked to perform from time to time.
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#LI-JM2
$62k-75k yearly 1d ago
Corporate Finance Associate
Robert Half 4.5
Personal banker job in New York, NY
Our client is searching a high-performing Corporate Finance Associate to help shape the company's growth trajectory and strategic direction. In this role, you will work closely with senior leadership, including the executive team and leaders across subsidiary businesses, gaining meaningful exposure to key decision-makers. The organization is experiencing significant growth supported by a strong balance sheet and a disciplined value-creation strategy focused on outperforming industry growth and executing thoughtful acquisitions. This position is ideal for someone who thrives in a dynamic, fast-scaling environment and is excited to make a tangible impact.
The Corporate Finance Associate will play a key role in advancing the company's strategy through rigorous financial analysis, planning, and strategic support. Responsibilities include driving analytical rigor across budgeting and forecasting, supporting monthly financial reporting and performance analysis, maintaining industry and internal data intelligence, and contributing to earnings, board, and investor materials. You will partner closely with business leaders on strategic and operational analyses, support the full M&A lifecycle through due diligence and valuation work, and continuously improve financial processes, systems, and analytical infrastructure to support scalability and efficiency.
The ideal candidate brings a strong analytical foundation, attention to detail, and the ability to translate complex financial information into clear insights. Qualifications include a bachelor's degree in Finance, Business, Economics, or a related field, with at least two years of experience in investment banking, corporate development, finance, or a similarly rigorous environment. Strong financial modeling and valuation skills, advanced proficiency in Excel and PowerPoint, excellent communication abilities, and comfort working autonomously amid evolving processes are essential. We are looking for a proactive, intellectually curious self-starter with a growth mindset who is eager to contribute to a high-performing, collaborative team.
$65k-113k yearly est. 1d ago
Personal Banker - Saugerties, NY
Ulster Savings Bank 3.9
Personal banker job in Saugerties, NY
Working at Ulster Savings Bank
At Ulster Savings Bank, you'll be part of an enthusiastic team of people where we believe in working closely together for the benefit of our customers, communities, and each other. When you add this to an environment that allows skills and experience to bring forth growth and change, you'll find plenty of room to grow professionally. We offer an excellent benefit package, including paid time off, paid holidays, medical, dental and vision insurance, matching 401k plan, and educational assistance. Final candidates are subject to a pre-employment background check, which will include, but is not limited to credit history.
Ulster Savings Bank is officially Certified by Great Place To Work
Click here to learn about our benefit package.
Qualifications
Are you looking for a rewarding career with growth potential?
We are currently seeking professional, highly motivated, service-oriented individuals to fill our Full-Time PersonalBanker position. Much like a Teller, PersonalBankers are responsible for performing routine branch and customer service duties while referring new or existing customers to appropriate departments for any services Ulster Savings Bank or its subsidiaries offer, and maintaining a safe work environment by adhering to the advanced security protocols Ulster Savings Bank has in place. Candidates must possess excellent verbal and written communication skills, the ability to listen, understand, and respond to requests in a timely manner, and be able to perform all essential duties and clerical functions.
Position Hours
Monday through Thursday - 8:15am to 5:15pm
Friday - 8:15am to 5:15pm; 9:15am to 6:15pm
Saturday - 8:45am to 2:15pm (2 - 4 per month)
Essential Duties and Responsibilities
Verify the customer standing in front of you to process retail and commercial checking and savings account deposits and withdrawals.
Assist in performing all safe deposit box duties.
Redeem savings bonds for existing and non-existing customers.
Issue debit cards and gift cards to customers who request them.
Open all types of new personal and commercial accounts (ex: checking, savings, safe deposit box, IRA).
Marketing products:
Discuss traditional and non-traditional bank products with new and existing customers.
Continuously refer customers to other Ulster Savings Bank departments and subsidiaries.
Stay up to date with all products offered by the Bank and its subsidiaries and the purpose of each product.
Perform all Certificate of Deposit redemptions, pay-outs, transfers, and renewals.
Count all currency and coin accurately to balance your cash box daily.
Clearly verify signatures and amounts on negotiable instruments and various bank forms including but not limited to:
checks, deposit and withdrawal slips, signature cards, payments, etc.
Write various tickets, proof sheets, and receipts for auditing purposes.
Assist customers with questions and problems.
Travel to other branches as needed.
Any other duties management may assign.
Qualifications
Cash handling experience preferred.
Excellent verbal and written communication skills.
Excellent customer service and technical skills.
Ulster Savings Bank is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability or protected veteran status, and any other basis protected by applicable local, state, or federal law or Executive Orders.
$36k-44k yearly est. 1d ago
Community Banker III
Rondout Savings Bank 3.6
Personal banker job in West Hurley, NY
This is a full-time on-site role for a Community Banker located in West Hurley, NY. The Community Banker position accurately processes various transactions, completes high-level tasks related to bank accounts, actively promotes products, and services, and supports long-term relationships with customers. This position requires rotation between platform and teller stations based on the needs of the branch, giving equal time to both as possible. The Community Banker is encouraged to grow in the role, and work in new innovative ways to deliver the excellence our customers expect. The Community Banker will also be responsible for branch operations and must be flexible in assignments and scheduling, to include Saturdays. Additional responsibilities include, but are not limited to:
Strict adherence to all bank policies and procedures to protect the bank while enhancing the customer experience.
Accountability for cash drawer and its contents at all times and reporting any discrepancies to management.
Maintaining a full understanding of all bank products and promotions, as well as knowledge in financial management systems.
Performing for all aspects of the account opening and closing process, updating personal details and permissions on bank accounts.
Assisting customers with ordering and issuing new debit cards and pin resets.
Reviewing accounts for fraudulent activity and assisting customers with dispute claims.
Assisting customers with internet banking; including unlocking and resetting user accounts and assisting customers with application, agreement, and disclosures.
Assisting with vault proof at the end of the day including counting, selling, and buying cash.
Assisting the branch in cash ordering, end of night reports, monthly audit logs and teller audits.
Recognizing cross-selling opportunities, including referrals to other areas of the Bank to support strategic growth goals.
Engaging in customer outreach to support relationship development and service needs.
Making customer calls as part of ongoing engagement and follow-up efforts.
Researching and correcting cash on hand differences.
Assisting customers in filling out loans applications, providing the required document for underwriting and handling the closing of the following consumer lending products: unsecured personal loans, passbook savings loan, auto loans and overdraft line of credit.
Accepting consumer loan applications and submitting HELOC and mortgage referrals to our leading team.
Participating in and supporting Rondout Savings Bank initiatives, activities, and programs.
Requirements
Education and Certification Qualifications:
High school diploma or equivalent.
Required to take internal training courses.
Experience and Qualifications:
1-2 years of banking experience, excellent verbal and written communications skills, customer service experience, excellent math, and cash handling abilities, along with computer and organizational skills.
Physical Requirements:
Prolonged periods of time working on a computer
Prolonged periods of time standing
Ability to walk up and down stairs
Must be able to lift up to 10-20 pounds at times
Ability to work at any branch location
As an Equal Opportunity/Affirmative Action Employer, Rondout Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
Equal Employment Opportunity Policy Statement
EEO Reasonable Accommodation Policy
Know Your Rights: Workplace Discrimination is Illegal
Pay Transparency Nondiscrimination Provision
$76k-137k yearly est. 1d ago
Experienced Trader (DV Commodities)
DV Trading 3.4
Personal banker job in New York
About Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser.
DV Commodities is a division within DV Group that specializes in trading commodities markets, including crude oil, refined products, natural gas, power, emissions, metals, softs, and agriculture. DV Commodities risk management, world-class technology, and talented traders have enabled it to become one of the world's largest liquidity providers and risk allocators in the energy and commodities spaces. Learn more here.
Responsibilities:
Primary owner of P&L in one or multiple areas of energy business
Build and maintain fundamental and quantitative trading models
Work with risk to ensure compliance with agreed upon risk management metrics and sizing
Liase side by side with senior energy traders to share best practices / learnings where applicable
Learn proprietary methodologies and trading systems that support an established trading business
Grow existing trades and P&L while identifying and pursue new opportunities
Further responsibilities may be driven by the individual's interests and specific skills
Requirements:
Energy trading experience required
Self-starter with entrepreneurial spirit
Able to learn quickly in a fast paced, high pressure environment
Targeted ISO experience and knowledge of fundamental grid
Detail oriented, organized, diligent
Maintain composure and communicate clearly when under pressure
Ability to succeed working as part of a diversified team
Strong understanding of math, probability, and statistics
High level of proficiency in Excel and VBA; SQL, python, statistical modeling, other programming a plus
Advanced aptitude for problem solving and multitasking
Proven track record with historical P&L preferred
Benefits:
Discretionary bonus eligibility
Medical, dental, and vision insurance
HSA, FSA, and Dependent Care options
Employer Paid Group Term Life and AD&D Insurance
Voluntary LTD, Life & AD&D insurance
Flexible vacation policy
Retirement plan with employer match
Paid parental leave
Wellness Programs
Annual compensation range: $120 - $175K + discretionary bonus eligibility
DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.
$120k-175k yearly Auto-Apply 60d+ ago
Proprietary US Equities Trader/Active
Hold Brothers 3.5
Personal banker job in New York, NY
About the Job:
Hold Brothers Capital, LLC, is a FINRA Registered, SEC, Self-Clearing Broker Dealer. We strive to be a complete destination for traders looking to maximize their performance in today's financial markets. We trade the US Equity Markets only. Our proprietary traders focus primarily on technical analysis to develop their trading strategies. By utilizing multiple time-frames, our traders exercise position, swing, and intraday trading styles to maximize returns based on market conditions. We aim to help traders become successful by providing premier technology, and a highly professional, value added environment.
Requirements
Competitive Advantages Include:
Buying power based on experience and performance. Example: 50/1 Intra-Day
Opportunity to Trade Firm Capital based on past experience/track record
Our Cost and Fee Structures are the Best in the Business
Access to High frequency, and Black Box infrastructures
Use of our own internal execution platform (GrayBox) Built by traders, and in-house developers. Also highly customizable upon trader request.
First class, in-house tech support, and connectivity
Remote trading available
Self-Clearing Capabilities (which will reduce monthly costs to the Traders)
Equity “Prop” Traders with Hold Brothers Capital LLC, are required to be registered, and licensed with our broker-dealer in order to trade at the firm. Either, an active Series 7 and Series 55, Series 56, or 57 are required. We can provide Series 57 exam sponsorship to qualified candidates. Retail “Pattern Day Traders” are not required to be registered, and licensed with our broker-dealer. They must maintain a balance of $25,000 USD in order to continue actively trading.
Benefits
Medical, Dental, Vision, Paid Time Off
Highly Competitive (Up to 99%) Monthly Payout based on Performance.
You can get paid twice within a month. (We are the only firm that offers Bi-Weekly Payments.)
$110k-196k yearly est. Auto-Apply 60d+ ago
Investment Banking Vice President, Healthcare
Baird 4.7
Personal banker job in New York
Investment Banking Vice President
Baird is a leading global investment bank with more than 500 banking associates across the world. We provide corporations, entrepreneurs, private equity and other financial sponsors with in-depth market knowledge and a broad range of advisory and financing solutions. Since 2019, Baird has completed nearly 740 advisory transactions, representing $337 billion in transaction value, and 382 financings, raising nearly $180 billion. Committed to being a great place to work, Baird has been recognized as a Great Place to work since 2004.
Baird's Global Healthcare team has completed over 225 healthcare M&A and financing transactions since 2017. The Baird team has advised public companies, private business owners and private equity sponsors on Healthcare M&A transactions worth in aggregate greater than $31 billion. Additionally, Baird's Healthcare team has raised over $40 billion in capital for clients in over 145 initial public offerings, follow-on offerings and other financing transactions since 2016.
Baird's Global Investment Banking and Financial Sponsor coverage provide an extensive network of relationships among active Healthcare acquirers, partners and investors throughout the world. Our coverage spans several Healthcare sectors, including Biotechnology & Pharmaceuticals, Healthcare IT & Services, Life Sciences Tools & Diagnostics, Medical Technology, Pharmaceutical Services and Provider Services. Baird's deep sector knowledge, frequent dialogue with key industry participants and investors, and robust deal flow provide us with unique insight into the sectors we serve.
We are seeking an experienced Investment Banking Vice President to join our Healthcare team. Experience within the Provider Services or Medical Technology subsectors is preferred.
As a VP in Investment Banking, you will:
Assist senior bankers in the business development effort.
Lead transaction execution teams.
Work on a variety of domestic and cross-border M&A transactions, equity financings (IPO, Follow-On, Private Placement, Growth Equity), and other financial advisory services.
What makes this opportunity great:
Work closely with client management and C-Suite executive team through M&A process.
Work closely with senior bankers to have direct impact on the deal process.
Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
What we look for:
Candidate attributes the Baird values that include superior intellect, demonstrated leadership ability, attention to detail, ability to work in teams and a commitment to excellence.
Candidates must have at least 3 years of prior investment banking experience and the proven ability to lead the execution effort on a variety of complex capital markets and M&A transactions.
Candidates must also display excellent client relationship skills and an ability to learn in a solution-focused environment.
Prior investment banking experience is . An MBA or JD degree is preferred.
SIE, Series 63 & 79 licenses preferred or the ability to quickly obtain.
The Baird Difference
In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and unique benefits including:
• Hybrid work options
• Periodic Sabbaticals during career
• Protected Friday night & Saturday
• Shareholder opportunities
• Mandatory paid time off (PTO)
• Robust 401k match and profit-sharing contribution
Learn more about Baird's unique additional benefits here
Additional Details:
Compensation Information:
Min: $250,000 - $250,000 Max Annual Salary
Bonus Eligible
*Compensation and bonus are commensurate with experience, performance and/or GIB profitability
Commitment to Inclusion & Diversity
Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$250k-250k yearly 60d+ ago
Futures Trader/PM (Sharpe 4+; 30%-50% Pnl Split)
Fionics
Personal banker job in New York
▸ Company: One of the fastest-growing prop firms in the USA, offering K-1 status for ~20% tax savings on futures trading profits. Renowned for top-tier execution, data, and research capabilities in the futures market. ▸ Overview: Seeking talented Traders and Portfolio Managers to develop and scale innovative strategies. Optimal place to build out a desk in Futures, from anywhere in the world. ▸ Key Responsibilities:
Design and implement high Sharpe futures trading strategies.
Conduct in-depth market analysis to identify new opportunities and adapt strategies.
Work closely with the research and execution teams to enhance strategy performance.
Drive significant profit generation, with a 30-50% PnL split.
▸ Qualifications:
Proven track record in successful futures trading.
Clear and well-defined business plan.
Specific requirements for achieving and sustaining success.
#LI-NB1
$107k-174k yearly est. 60d+ ago
Senior Investment Banker- Capital Markets & Advisory
The Buckingham Research Group 4.0
Personal banker job in New York
Established in 1982, The Buckingham Research Group is a New York based registered broker-dealer dedicated to providing high quality "value-add" equity research. Our research is based on independent, thorough, and unique analysis, distributed exclusively to our institutional client base.
Job Description
· Responsible for deal origination
· Develop new opportunities and lead in the conversion of these opportunities into engagements
· Complete detailed due diligence on new clients, including meeting with client management to gain a thorough understanding of the business
· Lead the execution of M&A and restructuring transactions
Qualifications
· Minimum of ten years relevant experience in investment banking and strategic advisory
· Proven track record of sourcing and closing deals, with the ability to originate leads, develop prospects and network to identify referrals to new clients/prospects
· Extensive experience with mergers and acquisitions, capital raising, relationship management, business development, corporate finance and corporate strategy
· Technical mastery of all relevant financial analysis and modeling frameworks
· Excellent communication skills and confidence to effectively interact with clients and senior leadership
Additional Information
All your information will be kept confidential according to EEO guidelines.
$160k-228k yearly est. 9h ago
Investment Banker - Life Sciences Tools & Diagnostics - Vice President
Jpmorgan Chase & Co 4.8
Personal banker job in New York
We are seeking an experienced Vice President to join our industry-leading Healthcare Investment Banking team.
As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
Acting as the primary day-to-day client point of contact and lead banker on deals, with an emphasis on the Life Sciences Tools & Diagnostics sub-sector
Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
Refining marketing/execution materials for maximum client impact
Overseeing the creation of financial projection models
Identifying and managing all risks in a given deal
Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
Prior VP level experience in Healthcare Investment Banking
Experience in training junior bankers
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Bachelor's degree required
$148k-216k yearly est. Auto-Apply 60d+ ago
Interested in Future Viam Roles*
Viam Tn 3.7
Personal banker job in New York, NY
Viam helps companies unlock the power of AI, data and automation in the physical world. We provide a single platform for engineers of all disciplines to solve problems together and build solutions that are fast and future-proof. Viam powers solutions across robotics, food and beverage, climate tech, marine, industrial manufacturing, and more. Founded in 2020 by former MongoDB co-founder and CTO Eliot Horowitz, Viam is headquartered in New York City.
While we may not have the role open that is a great fit for you now, we may have something perfect for you just around the corner! Share your interests with us, and we will do our best to match you to your dream job once it comes along.
What to Expect:
This application is not going into an empty void! Once you fill out the details below, we will tag you for future opportunities that we think could be a fit for you.
Having said that, we encourage you to continuously check our site and stay up to date with our LinkedIn for newly posted openings.
Benefits:
100% covered medical/dental/vision insurance plans, commuter benefits
Competitive salary & equity packages
Reproductive Health Benefits including Fertility Benefits and Abortion Access Travel Benefits
25 days paid vacation and generous holiday observances
One Medical Membership
Class Pass & Citi Bike memberships
Free lunch everyday that you're in the office
Paid parental leave
Values:
Vision Driven
Collaborate Openly
Act Decisively
Succeed Through Diversity
Hold Ourselves Accountable
Lead with Curiosity
Learn more about our values here!
Full-time Benefits:
Viam's base salary range for this role is posted above. Your exact offer will vary based on factors, including experience level, skillset, market location, and balancing internal equity relative to peers at the company. We recognize that the person we hire may be less experienced, or more senior, than this job description as posted. In these situations, the updated salary range will be communicated to you as a candidate. In addition to cash compensation, Viam offers a comprehensive Total Rewards package that includes equity grants, health benefits, and more.
100% covered medical/dental/vision insurance plans, commuter benefits
25 days paid vacation and generous holiday observances
Free lunch every day that you're in the office
One Medical Membership
Citi Bike memberships
Monthly wellness stipend to be used for a variety of fitness-related items like gym memberships, fitness classes, fitness equipment, and more
Paid parental leave
Reproductive Health Benefits, including Fertility Benefits and Abortion Access Travel Benefits
Values:
Vision Driven
Collaborate Openly
Act Decisively
Succeed Through Diversity
Hold Ourselves Accountable
Lead with Curiosity
To all recruitment agencies: Viam does not accept unsolicited agency resumes or calls from recruitment agencies or search firms. Please do not forward resumes to our jobs alias or Viam employees. Viam is not responsible for any fees related to unsolicited resumes.
$138k-239k yearly est. Auto-Apply 30d ago
Experienced US Equities Trader - NYC
Kershner Trading Group
Personal banker job in New York, NY
Kershner Trading Group, LLC is looking for experienced US Equities Traders with a strong track record, who seek capital and technology to build their trading business. Our technology will help you play more offense and make more PnL: proprietary execution platform, custom filters, single stock scripts and automated trading.
Kershner Trading Group is a leading proprietary trading and technology firm, headquartered in Austin, Texas with a second office in midtown Manhattan, NY. Our proprietary trading firm provides all capital and a PnL firm infrastructure to in-house traders, who actively trade stock instruments in financial markets. The traders share the profits from their trading activity with the firm. Traders buy and sell in the U.S. equity markets, options and futures on both a manual and automated basis.. Each trader sets their own style and strategy. All trading roles are performance based earning. Please review our website to learn even more about our culture and environment.
Kershner Trading Group, LLC provides unique opportunities to talented, energetic people, rooted in the philosophy that everyone can do more than they realize, if they try. KTG empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and are open to being both a student and teacher in a learning organization.
Kershner offers the chance to join a high-performance team of experienced traders trading bigger everyday and adapting to new market opportunities, talented technology professionals developing leading edge trading and market analytics systems, quantitative/ business analysts providing tools and insights to fuel business growth and top-notch support staff.
What are you capable of? KTG is currently seeking candidates who are excited at the prospect of pushing their own professional limits. Think you can do more?
Requirements
Clear system for expressing your trade ideas in the market
Minimum 2 year track record managing at least 1m
Past experience at a prop trading group, Hedge Fund or institution is preferred
Short-term trading strategies preferred
At Kershner Trading Group we are democratizing the science of quantitative trading. Please check out our cloud-based research platform at cloudquant.com. Cloudquant is a free trading and research tool for ordinary people with extraordinary ideas. You create it, we fund it, we profit together! There is no need to wait, take cloudquant.com for a test drive now while we review your application.
$102k-176k yearly est. 60d+ ago
Equities Quantitative Trader
Quanta Search
Personal banker job in New York, NY
Our client is a diversified trading firm with over 3 decades of experience bringing sophisticated technology and exceptional people together to operate in markets around the world. They value autonomy and the ability to quickly pivot to capture opportunities, so they operate using their own capital and trading at their own risk.
Headquartered in Chicago with offices throughout the U.S., Canada, Europe, and Asia, they trade a variety of asset classes including Fixed Income, ETFs, Equities, FX, Commodities and Energy across all major global markets. They have also leveraged their expertise and technology to expand into three non-traditional strategies: real estate, venture capital and cryptoassets.
The Team:
You will join a trading team responsible for managing systematic strategies in Equities. The team focuses on both latency sensitive and non-latency sensitive investment opportunities across geographies and holding periods. The team is responsible for the complete lifecycle of quantitative investment process, research, development, and trading of systematic strategies. The team strongly emphasizes cutting-edge innovative scientific research and is looking to add an individual who is enthusiastic about contributing within a team environment.
Responsibilities:
The main responsibility of the role will be to research, design and implement new quantitative trading strategies. This will entail generating alphas from a variety of traditional and alternative datasets using rigorous statistical methods. To be successful in this role, the ideal candidate will need to build a deep understanding of the underlying datasets and be able to apply the latest scientific algorithms for statistical model development.
Qualifications:
The ideal candidate will be excited about working in a collaborative team environment, with an emphasis on team performance. We also require the following:
5+ years' experience in quantitative investment research in High Frequency Trading in the US, Canadian, or European Markets is required
Excellent written and verbal communication skills to report research results/methodologies required
Strong programming skills with the ability to explore large datasets required
Excellent compensation package. The role can sit anywhere in the country.
Thank you for illuminating hiring with Quanta Search!
********************
$102k-176k yearly est. 60d+ ago
Experienced Equity Trader
Open Roles
Personal banker job in New York, NY
Trillium is a leading proprietary trading firm active in US Equities, US Options, Canadian Equities, and OTC Equities. With trading technology built, tested, and optimized in-house, our engineers and technologists collaborate with our traders to deliver tools and functionality designed to support their needs. Our passion for the markets and our drive to succeed have propelled our track record of growth and profitability for over 20 years. At Trillium, we are a team of problem solvers and independent thinkers dedicated to seizing market opportunities.
We are headquartered in New York City, with additional trading floors in Chicago and Miami. To learn more about Trillium, visit ************
The Role:
Trillium is looking for an Experienced Equity Trader looking to scale their trading. As a proprietary trader, you will leverage Trillium's cutting-edge technology, deep market knowledge, and collaborative culture to identify and capitalize on trading opportunities in US Equity and Options, Canadian, and OTC markets. This role is ideal for a skilled trader with a strong track record of profitability and risk management already in place.
Compensation:
Monthly P&L-based bonuses (contingent on trading performance)
Responsibilities:
Actively trade US, Canada, and OTC equities, as well as US options, identifying profitable opportunities in real time
Manage risk effectively by monitoring market conditions, adjusting strategies, and maintaining compliance with firm-wide policies
Maintain detailed records of trades, market conditions, and strategy performance for review and optimization
Contribute to a culture of continuous learning by sharing market insights and trade strategies with other traders
Mentor and support less-experienced traders, fostering skill development and knowledge-sharing within the team
Follow macroeconomic events, news flow, and other research methods to inform trading
Participate in educational seminars and group meetings hosted by senior traders to discuss and review trades and strategies
About You:
You are an enthusiastic, motivated, and proactive team player who is eager to learn and further develop their trading skills. The ideal candidate must have/be the following:
Resourceful thought process, team-oriented mindset, and entrepreneurial spirit
Analytically minded, intellectually curious, and have a strong interest in financial markets
Must be competitive, adaptable, and persevering
Please note, Trillium will not sponsor applicants for work visas
Job Requirements:
Must have a 2+ year track record of success in US Equities and be able to communicate your strategies plainly
Benefits and Perks:
Medical & dental insurance options with FSA/HSA available
Catered lunch twice per week and Tuesday breakfast in-office
Complimentary membership to Battleground Country Club
Collaborative, inclusive, and dynamic work environment within a mission-driven company
Trillium is an Equal Opportunity Employer. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Trillium are based on merit, qualifications, and the needs of the company. Trillium does not discriminate on the basis of race, creed, color, religion, sex, national origin, age, disability, predisposing genetic characteristics, ancestry, military status, family care status, marital status, sexual orientation, domestic violence victim status, gender identity or any other legally protected basis protected by applicable law. Applicants who are interested in applying for a position and require special assistance or a reasonable accommodation due to a disability should contact ****************.
$102k-176k yearly est. Auto-Apply 60d+ ago
Asset Management, Highbridge, Special Situation Equity Trader
JPMC
Personal banker job in New York, NY
About Highbridge Capital Management
Highbridge Capital Management, LLC, founded in 1992, is a global alternative asset management firm. Over the years, it has developed a diversified investment platform that includes hedge funds, co-investment vehicles, and committed, closed-end vehicles designed for longer-term holding periods.
Today, Highbridge distinguishes itself as a credit, relative value and volatility-focused franchise, with the flexibility to invest opportunistically across the capital structure and liquidity spectrum. Currently managing over $4 billion in capital, the firm strives to generate attractive risk-adjusted returns for a financially sophisticated clientele, including institutional investors, public and corporate pension plans, sovereign wealth funds, endowments, foundations, and family offices. Headquartered in New York, Highbridge also operates an office in London.
Highbridge Capital Management is seeking an Associate to join its Special Situations Equity Team. In this role, you will support the firm's lead Special Situation Equity investor (“Lead Investor”) in identifying and investing in opportunities which arise from corporate events, including mergers, acquisitions, contingent value rights (CVRs), split-offs, and SPACs A key focus of this role will be managing a diverse SPAC portfolio that includes trust assets, rights, warrants, and risk capital investments. The successful candidate will execute trades, conduct fundamental due diligence, and maintain relevant data to develop innovative strategies that capitalize on market inefficiencies. This position offers significant growth potential as the firm seeks to expand its presence in Special Situation Equity, providing ample opportunities for professional development. Additionally, the role involves collaboration with the risk team to ensure effective risk management, as well as fostering strong relationships with many of Highbridge's key counterparties and stakeholders. This collaborative approach will reinforce Highbridge's reputation as a leader in special situations equity.
Job Responsibilities
This Associate Trader will play a crucial role in supporting the firm's Lead Investor. Key responsibilities include, but are not limited to:
Position Management: Execute trades and manage a diverse SPAC portfolio, including trust assets, rights, warrants, and risk capital investments, to achieve attractive risk-adjusted returns.
Investment Idea Generation: Identify and analyze investment opportunities arising from corporate events such as mergers, acquisitions, contingent value rights (CVRs), split-offs, and SPACs.
Fundamental Due Diligence: Conduct thorough research and analysis to assess the viability and potential risks of investment opportunities, including regular meetings with management teams and discussions with sell-side analysts.
Public Filings Analysis: Read, interpret and summarize SEC filings and corporate communications in order to inform trading decisions
Data Management: Maintain and organize relevant security and fundamental data to support the Investment Strategy.
Collaboration with Risk Team and Middle Office: Work closely with the risk team to implement effective risk management practices and collaborate with the middle office to ensure accurate position reporting and smooth execution of corporate actions.
Counterparty Relationship Management: Build and maintain strong relationships with key counterparties and stakeholders, representing the firm with professionalism and integrity.
Performance Monitoring: Regularly monitor portfolio performance and provide updates to the firm's Lead Investor and the Co-CIOs.
Professional Development: Engage in continuous learning and development opportunities to enhance investment knowledge and explore additional areas within Special Situation Equity.
Required Qualifications, Capabilities and Skills:
Experience: 3 - 5 years of trading experience in financial markets
Education: A degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related quantitative field
Strong Intellectual Capacity: Must possess a comprehensive understanding of trading, investing, and capital markets, with the ability to comprehend complex securities and investment strategies.
Financial Acumen: Strong understanding of equity options, SPAC structures, and corporate finance as well as ability to analyze 10-Ks/10-Qs, Proxies and 8-Ks
Organizational Skills: Excellent organizational abilities to effectively manage multiple tasks.
Outstanding Quantitative and Analytical Abilities: Demonstrated proficiency in quantitative analysis and problem-solving.
Meticulous Attention to Detail: A commitment to precision and adherence to disciplined processes is essential.
Effective Communication Skills: Strong verbal and written communication ability to engage effectively with internal and external stakeholders.
Collaborative and Adaptable Team Player: Excels in a dynamic, global team environment and embraces collaboration.
Entrepreneurial Mindset: Brings energy, intellectual curiosity, and a strong dedication to driving results.
Preferred Qualifications, Capabilities and Skills:
Experience in event-driven equity, equity derivatives, or SPACs
Proficiency in Data Management and Analysis Tools: Familiarity in programming languages such as Python and data visualization tools like Tableau is a plus.