Capital Solutions Associate - FP&A & Client Onboarding
Jobtailor
Setpoint is seeking a detail-oriented professional to own the accuracy of the Capital OS application across asset classes and clients. You will parse complex legal agreements, creating a trusted source for engineers and product managers during implementation and development. Collaborating with Product and Engineering team leads, you will oversee onboarding processes, coordinating with Engineering, Product, and Legal teams to ensure smooth client adoption and timely issue resolution for reporting #J-18808-Ljbffr Jobtailor
- ...and experienced Investment Banking Associate to join our dynamic Private Capital Solutionsteam, offering an... ...: Serve as the primary day-to-day client point of contact and lead banker on... ...information and develop innovative solutions. Adaptability and the ability to manage...SuggestedWork experience placement
$135k - $150k
JPMorgan Chase is looking for an Associate to join their Institutional Hedge Fund Solutions Team in New York City. The role involves portfolio management and... ...senior team members in executing trades and client onboarding. The ideal candidate will have a Bachelor's degree...Suggested$175k - $200k
Business Unit: Capital Solutions. Industry: General Overview. Houlihan Lokey, Inc. (NYSE:HLI) is... ...data‑driven perspectives that help our clients achieve their most critical goals. To learn... ...teams. We are seeking an experienced Associate to join our New York office to focus on...SuggestedWork at officeWorldwide- JPMorgan Chase & Co. is looking for an Associate to join the Institutional Hedge Fund Solutions Team in New York. This role will involve portfolio management... ...with operational tasks, and participating in client onboarding processes. The ideal candidate should have over...Suggested
$120k - $175k
Transaction Services | Working Capital Solutions | Associate | New York City ING’s Wholesale Banking division offers a broad range of innovative financial... ...to domestic and international corporate and institutional clients. Responsibilities Marketing: contribute to product...SuggestedWork at office$175k - $200k
...provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring... ...driven perspectives that help our clients achieve their most critical goals... ...dispositions. Job Description An Associate in the Real Estate, Lodging &...Work at officeLocal area- RKL eSolutions LLC is seeking a Senior FP&A Specialist to manage client engagements from scoping through implementation, ensuring projects align... ...degree in accounting or finance, and familiarity with FP&A solutions. An extensive benefits package is offered. #J-18808-...
$130k - $170k
...As an Investor Relations Associate at Electric Capital, you will gain broad exposure... ..., demonstrating a strong client/customer‑oriented mindset.... ...Manage communications to onboard new LPs and to process distributions... ...propose and develop solutions for process improvement...Work at officeWork from homeHome office2 days per week3 days per week- ...the intersection of payments innovation and client experience. As a Senior Associate Product Owner for Client Onboarding on the Wallets team, you support clients throughout... ...to identify product gaps and recommend solutions backed by quantitative and qualitative evidence...Work at officeWork visa
$70k - $115k
...member of the Equity Derivative Solutions (“EDS”) team within WM’s... ...solutions to high net‑worth clients that hold concentrated equity... ...Coordinate and drive day‑to‑day onboarding of clients from WM to IED platform... ...time horizons Interest in capital markets, particularly in...Temporary work- ...Commodities Structuring team in New York. This role focuses on developing and executing innovative commodity-linked solutions for corporate and institutional clients. Candidates will leverage analytical skills and market knowledge to drive impactful transactions. The ideal...
$175k - $200k
Houlihan Lokey is seeking an Associate for Capital Solutions in New York. This role involves evaluating and executing single-asset transactions, coordinating investor outreach, and enhancing capital-raising skills with senior leadership's mentorship. Candidates should have...- Associate, Capital Solutions - Credit Investing Actis is looking for a talented Associate to join their Sustainable Infrastructure team in New York. In this role, you’ll support product management and development while working closely with global teams. You’ll help position...
$72k - $80k
AON is looking for an Asset Management Associate in New York, NY, to ensure operational success in the Lenox Asset Management... .... The role requires coordinating with internal teams and clients, managing onboarding processes, and maintaining comprehensive records. The...$100k - $150k
...opportunities to its clients related to a variety of... ...Insurance and Reinsurance solutions. Josh Harris and the 2... ...managing third party capital to help clients... ...26North is seeking an Associate to join its growing Middle... ...Platform Support Support onboarding and servicing of...Work at office$72k - $80k
NFP Corp is seeking an Asset Management Associate based in New York, NY. This role serves as the primary operational execution point... ...Asset Management department, handling responsibilities like client onboarding and account management. Effective communication and...$100k - $170k
...New York is looking for a skilled professional to join their Quantitative Equity Solutions team. In this role, you will be responsible for understanding investment strategies, building client relationships, and creating tailored proposals. A strong focus on quantitative...$85k - $115k
## Associate, Capital SolutionsApplylocations: Denver, CO: New York, NY - PARKtime type: Full timeposted on: Posted Yesterdayjob requisition... ...funds, banks and insurance companies.The Global Capital Solutions team focuses on liabilities sourcing and financing, as well...Temporary workWork experience placementFlexible hours$120k - $175k
ING Group is seeking an Associate for their Working Capital Solutions team in New York City. This role involves supporting sales activities, drafting term sheets, and preparing credit approval packages. Candidates should have 3+ years of experience in Trade Finance or as...$150k
...offers a wide range of capital markets products and services... ..., and institutional clients. With more than 6,500 professionals... ...transaction banking solutions. Job Description: The Associate Sales & Trading is... ...settlements, new client onboarding, client reporting and...Work experience placementWork at officeLocal area- ...Associate Vice President, Capital Management Forecasting, Finance About the Company Globally recognized... ...reinsurer runoff long-term solutions customer service skilled executives... ...experience in financial reporting, FP&A, or a related field within the...
$150k - $200k
Our client is a new and growing NY based fund that provides hybrid capital solutions to middle-market business owners, founders, and entrepreneurs to meet their needs for... ...bridge to sale. Our client is seeking Associates with 3-6 years of total experience including...$120k - $210k
InforCapital, partnership, is looking for an Analyst or Associate for its Equity and Capital Solutions strategy in New York. The role includes identifying and managing investment opportunities, presenting in meetings, and preparing financial models and analyses. The ideal...$120k - $210k
# Analyst or Associate, Equity and Capital SolutionsMacquarie GroupAnalystPrivate EquityFull-timeLocationNew York, United StatesCompensation$120... ...seeking an Analyst or Associate for its Equity and Capital Solutions strategy based in New York. The team has invested over $6...- ...organizations. As a Senior Product Associate in Digital Onboarding, Commercial and Investment Bank, you... ...feedback, and ensure top-tier client experiences. With a strong commitment... ...market research to uncover customer solutions and integrate them into the product...Immediate start
- ...operational excellence at the forefront of AI solutions. As a Senior Associate - AI Solutions PMO & Enablement... ..., institutional and government clients under the J.P. Morgan and Chase brands... ...works to strategically manage capital, drive growth and efficiencies, maintain...
- ...Avenue Standard New York, Inc. seeks Associate, Client Coverage in New York, NY, to support client... ...other required materials. Lead client onboarding processes and act as KYC champion for... ...and products including working capital financing, short term loans, letters of...Permanent employmentTemporary workImmediate startRemote workWork from home
$77k - $202k
...Finance Management Level Senior Associate Job Description & Summary... ...strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to... ...The Opportunity As part of the FP&A team, you will help clients transform...H1b$120k - $140k
...innovating for performance in capital markets. Founded in 2012,... ...professional to join the team as an FP&A Associate. This person will be a key... ...technology or other solutions to automate and scale our processes... ...benefits ~ Jump Start onboarding program ~ Internal mentor...Work experience placementLocal areaFlexible hours3 days per week- Job Description Associate, Sponsor Risk Solutions, Royal Bank of Canada (US), New York, NY: Customizing and... ...trading platforms for execution. Client-focused relationship management by advising... ...Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type:...Full time
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