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- ...Job Description Job Description Financial Advisor Position Opportunity We are a New York City, full-service, national investment... ...client’s advisory team, including: Portfolio managers and operations Tax advisors Estate counsel Other professionals...OperationsTraineeshipWork at office
Alliance Global Partners
Stamford, CT28 days ago - ...strategic priorities, and long-term vision. Act as a strategic advisor to the executive team, providing market intelligence, investor... ...message consistency and transparency. Coordinate with fund operations and finance to ensure accuracy and transparency in fund-level...OperationsFull timeInterim role
P2P
Stamford, CT9 days ago $105.5k
...performance indicators, expense management reports and processes Prioritize and manage Investment business initiatives, including operational readiness Manage project scope, cost, risk, quality, people and timelines for assigned projects What you bring ~ BA/...OperationsContract workLocal areaGenworth
Stamford, CT1 day ago- ...should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP and a passion for helping clients. We're... ...client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our...OperationsFull timeWork at officeLocal areaRemote work
- ...buildings in lower Westchester County, NY and Riverdale (Bronx). The ideal candidate will be responsible for managing day-to-day operations, ensuring compliance with local regulations, coordinating maintenance and repairs, managing vendor relationships, preparing budgets...OperationsLocal area
Trandon Associates, Inc
Harrison, NY4 days ago $200k - $250k
Makari Group is seeking driven, client-focused Financial Advisors to join one of the nation’s most dynamic, fast-growing independent... ...team-oriented structure offering comprehensive support across operations, marketing, and planning. Leverage advanced technology and systems...OperationsFull time- ...for Performance Optimal Health. The Junior Finance Associate will play a key role in maintaining efficient and optimal financial operations of an organization. We are looking for someone part‑time who can work Monday through Friday, approximately twenty‑hours each week...OperationsFull timePart timeMonday to Friday
$145k - $175k
...including Trading, Portfolio Implementation, Business Development, Research, Risk Management, Engineering, Legal, Tax, Compliance, and Operations. Your Role Help manage the firms global short financing utilization across cash and swap, monitor hard-to-borrows and...Operations- ...management systems and services. Knowledge of community resources. Understanding of health services, insurance, business office operations, medical terminology. Excellent customer service skills with a caring and understanding attitude. Language Skills: Knowledge and...OperationsFull timeWork at office
$109.94k - $186.76k
...Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals...OperationsFlexible hours- ...KYC/AML compliance, and account setup Help investors understand operational processes, such as capital calls, token custody, etc. Ongoing... ...Build long-term relationships with LPs and serve as a trusted advisor and first point of contact for questions or concerns Deliver...OperationsTemporary workWork at officeLocal areaFlexible hours
$120k - $150k
...In This Role, You Will Risk Management and Assessment Identify, evaluate, and prioritize risks across OpenTable’s financial and operational processes. Lead key Risk & Controls BP deliverables, including risk and deficiency assessments, scoping, control testing, SOX certifications...OperationsFull timeWork at officeLocal areaFlexible hours2 days per week$120k - $165k
...by completing DDQs, custom questionnaires, and follow-up requests Coordinate cross-functional input from Legal, Compliance, Risk, Operations, and Technology to deliver accurate, timely responses Maintain and update investor-facing documents, diligence materials, and...OperationsFull timeTraineeshipWork at office$140k - $175k
...with the vision and objectives set by the Chief Controls Officer and the IT First Line Controls Officer. Leverage agile principals to operate transparently. Proactive Oversight: Drive the early identification of control issues, emerging risks, and process deficiencies....OperationsWork at office$120k - $165k
.... This individual will play a key role in supporting institutional and private wealth clients with a focus on client service and operational due diligence. This role offers the opportunity to work cross-functionally across the firm's operational teams including Business...OperationsHourly payWork at officeMonday to Friday$120k - $145k
...business risk assessment, process improvement/transformation, regulatory compliance, risk management, IT audit & control, financial and operational audit, business conduct and/or Sarbanes-Oxley (SOX). The role involves managing a team through all stages of internal audits and/...OperationsWork at office$80 per day
...private equity firm based in Stamford, CT, with $1.4 billion of assets under management, is seeking a Fund Controller of Finance & Operations. The firm focuses on control buyout investments and partners with management teams to drive sustainable growth and long-term...OperationsContract work$91k - $123k
...conduct portfolio analysis to help support investor communications on proactive basis. Collaborate with underwriters, actuaries, operations, and finance team members for data gathering and analytics, as well as clarifications. Perform ad-hoc analysis to support investor...OperationsFull timeFlexible hours$100k - $150k
Job Overview - Business Operations Manager (Alternative Investments):Compensation: $100,000 - $150,000/year + bonusLocation: Stamford, CTSchedule: Monday to Friday (In-Office) Atlantic Group is hiring a Business Operations Manager to join our client’s team in Stamford,...OperationsWork at officeMonday to Friday$100k - $140k
...understanding of growth drivers to partner with and scale innovative businesses around the world. The firm leverages its patient capital, operational expertise, and global platform to support a diversified investment platform spanning Growth Equity, Credit, Climate, and...OperationsWork at officeLocal area$150k - $175k
...the acquisition of in force life insurance and annuities. We are experienced industry specialists focused on the risk, capital and operational needs of our clients’ businesses. We provide our clients with the services they need from in force transactions and product...OperationsHourly payFull time$85k - $120k
...topics. The Analyst will play a key role in investor servicing operations, ensuring accurate processing of capital activity, seamless... ...Assist in responding to inquiries and requests from investors, advisors, and consultants, delivering accurate information and maintaining...OperationsHourly pay16 hoursFull time- ...Business Continuity teams. Lead regulatory exam readiness and ensure consistent documentation and control practices across technology operations. Manage policy exceptions and risk acceptances within the governance framework, ensuring regular review and alignment with risk...OperationsFull time
$180k - $230k
...Business Continuity teams. Lead regulatory exam readiness and ensure consistent documentation and control practices across technology operations. Manage policy exceptions and risk acceptances within the governance framework, ensuring regular review and alignment with risk...OperationsFull timeRemote work$140k - $175k
...with the vision and objectives set by the Chief Controls Officer and the IT First Line Controls Officer. Leverage agile principals to operate transparently. Controls Design & Inventory: Collaborate with the Technology Front Line Unit to design, implement, and maintain...Operations- ...enables us to deploy our resources to build over the long term. What We're Looking For: We are seeking a highly motivated Operations Director to join our dynamic and growing Investment Operations team. This role offers the unique opportunity to contribute across...OperationsWork at office
DCG
Stamford, CT9 days ago - ...Associate to join our growing team. This role is ideal for professionals with 2-4 years of experience in investor relations, fund operations, or client servicing within the asset management or hedge fund industry. You’ll play a key role in supporting investor onboarding...OperationsWork at officeLocal area
- ...Description Job Description INVESTOR SERVICES TEAM Position Title: Analyst About the Role The Investor Services Team provides operational support and service to institutional investor clients participating in the Commonfund OCIO (Outsourced Chief Investment Officer)...OperationsInternshipWork at office
Commonfund
Wilton, CT14 days ago - ...analysis, implementation, and evaluation of all insurance needed to reduce risk, and prevent and control exposures arising from operations and activities. Responsibilities : Serve as the strategic and functional leader for all of Crane’s global insurance needs, including...OperationsFull timeWork at officeRemote work
$23 - $31 per hour
...experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting. Proficient with proactively sourcing, acquiring, building, and maintaining...OperationsWork experience placementWork at officeImmediate start
