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Recently posted jobs
Financial Services
Performs routine fund servicing transactions related to fund accounting and administration, ensuring accuracy and policy compliance. Collaborates with operations, financial controllers, and external stakeholders to improve processes and operating efficiency. Builds effective working relationships through emotional intelligence, active listening, and questioning. Identifies and implements improvements that strengthen operational resilience. Familiarity with AI-powered analytics, workflow automation, or intelligent process tools is preferred.
Financial Services
Maintain books and records for hedge and private equity funds; prepare and review NAVs, fees, investor allocations, capital calls, distributions, and financial statements. Manage fund structures, governing documents, reconciliations, KPIs, client deliverables, and stakeholder coordination. Support fund launches, operating model design, control mapping, and post-launch stabilization. Lead remediation of complex accounting breaks and systemic issues while implementing preventive controls.
Financial Services
Designs and implements scalable data processing, analytics, machine learning, ETL, and cloud-native workflows. Builds data ingestion pipelines, infrastructure, data models, dashboards, and machine learning deployments using AWS services. Ensures data quality, integrity, and operational performance through monitoring and troubleshooting. Collaborates with data scientists, analysts, product managers, and engineers to gather requirements, manage backlogs, document processes, and deliver reliable solutions using Agile practices.
Financial Services
Leads product delivery, release management, operational readiness, change management, and client migrations from a legacy investment performance platform to a vendor solution. Coordinates cross-functional stakeholders, manages timelines and dependencies, assesses platform readiness, gathers requirements, supports testing and training, resolves migration issues, monitors performance analytics, and provides governance and status updates. The role requires institutional investment performance expertise, software development lifecycle knowledge, and experience with performance, attribution, and analytics platforms.
16 Days AgoSaved
Financial Services
Lead AI-driven transformation across Operations by mapping current workflows, designing AI-native target states, validating feasibility and value, building business cases, and facilitating cross-functional workshops. Advise senior executives, manage communications and risks, secure stakeholder alignment, and lead a team of program managers delivering firmwide initiatives.
Financial Services
Lead platform reliability, onboarding, user access, and sales enablement operations for enterprise clients. Coordinate integrations, automate processes, manage errors/accommodations, and collaborate across sales, product, technology, and operations to improve client experience and scalability.
Financial Services
Manage and grow relationships with high-net-worth clients by providing tailored banking, lending, and wealth management solutions. Acquire new clients, deepen existing relationships, collaborate across business lines, and ensure compliance with regulatory and risk controls while delivering bespoke financial planning and market insights.
19 Days AgoSaved
Financial Services
Provide comprehensive financial planning and goals-based advice to individuals and families; build and grow a book of business through client acquisition and relationship management; deliver personalized investment and insurance solutions; educate clients on digital tools; collaborate with partners and support teammates while maintaining high integrity and client focus.
19 Days AgoSaved
Financial Services
Provide comprehensive financial planning and relationship-driven investment advice to individuals and families. Build a book of business, acquire and retain clients, coordinate referrals across Chase partners, educate clients on digital tools, and deliver goals-based planning while maintaining regulatory licenses and industry best practices.
Financial Services
Acquire, retain and deepen a portfolio of business clients (≈40) and prospects (≈60) with revenue >$3M. Provide deposit, cash management and credit solutions (up to $15M), prospect for new relationships, develop referral networks, partner with product specialists for seamless onboarding, deliver customized financial advice, and follow risk and compliance protocols to protect the firm.
Financial Services
Maintain books and records for hedge, hybrid and private equity funds; review governing documents; prepare and review NAVs, management fee and carried interest calculations; manage capital calls/distributions and investor communications; coordinate with internal and external stakeholders to meet SLA timelines and control framework requirements.
Financial Services
Provide comprehensive financial planning and advice to individuals and families, build and deepen client relationships, acquire new clients, deliver personalized investment solutions, educate clients on digital tools, and collaborate with Chase partners to offer holistic financial coaching and referrals.
19 Days AgoSaved
Financial Services
Lead regulatory and industry engagement for Securities Services: monitor global regulatory developments, drive advocacy and strategy, liaise with FMIs and industry groups, prepare briefing and client materials, and develop client engagement and reporting to influence post-trade and custody product evolution.
Financial Services
Manage and grow a portfolio of ~40 business clients and ~60 prospects (>$3M revenue). Acquire new relationships, provide deposit, cash management and credit solutions up to $15M, deepen product utilization, develop referral networks, partner with internal specialists, and ensure regulatory and risk controls while delivering a high-touch client experience.
Financial Services
Drive adoption of 55ip's tax-smart platform with enterprise RIAs and wealth management firms through consultative outreach, relationship management, cross-functional collaboration, and partnership with Advisor Success to meet AUM ramp goals.
24 Days AgoSaved
Financial Services
Lead and manage cross-firm AI in Operations program initiatives: develop strategic plans, apply structured problem-solving and design thinking, support multiple workstreams, engage senior stakeholders, standardize AI use cases, and drive scaling and reimagination of AI capabilities across operations.
Financial Services
Lead firmwide AI transformation by defining portfolio strategy, prioritizing high-impact AI initiatives, building governance and measurement frameworks, advising senior leaders with data-driven narratives, clearing execution roadblocks, and managing a team to deliver measurable strategic and financial value.
Financial Services
Support fund accounting and administration by maintaining accurate accounting and securities records, investigating and resolving transaction validation breaches, implementing operational controls, partnering with Operations, Technology, Product and Sales, and driving continuous improvement in valuation, cybersecurity and anti-fraud processes.
Financial Services
Lead and manage a fund accounting team for alternative funds, ensuring accurate NAVs, investor allocations, fee calculations, client communication, training, onboarding, and operational improvements while maintaining internal controls and meeting deadlines.
Financial Services
Maintain books and records for hedge/hybrid and private equity funds; review fund documents and ensure correct setup; prepare and review NAVs, fee and carried interest calculations, investor allocations, capital calls and distributions; coordinate investor notices and reporting; manage client deliverables against SLAs and liaise with internal and external stakeholders including audit, tax, compliance and investor relations.
