Domestic & International Travel Coordinator (Investment Management) recruitment
Specifically, this position will join a dedicated team of client service professionals that are responsible for ensuring all client service activities are executed with precision. This team of coordinators is the backbone of the client service organization and are the key drivers of process innovation across the department and within their core areas of expertise. This position will specifically be joining the newly created travel team. This team is responsible for ensuring all company travelers, those traveling both domestic and internationally, receive exceptional services. This position will Read more […]
Compliance Associate in New York City – 5+ years experience recruitment
Compliance Associate being hired by a consultancy firm in New York City. Flexible position with great benefits for an experienced compliance professional. Must have strong work ethic and ability to adapt to a changing environment. Must have following background:-Investment Advisory Experience-Broker/Dealer Experience-Team-player attitude-Former in-house CCO experience preferred-Former regulators strongly preferred – specifically SEC. -Must be an expert in the Investment Advisor’s Act and all other pertinent regulations-Must have undergone an SEC exam during tenure as compliance officerAbout the Read more […]
Prominent Investment Bank seeking Vice President recruitment
Our client, an International Investment Bank and Fund Management Firm has an immediate opportunity to join their Los Angeles office within the Real Estate, Gaming, Lodging and Leisure Group. The successful candidate will have 5+ years of experience in Corporate Finance and/or MA at a leading Investment Bank. We are looking for an ambitious and motivated professional with exceptional communication skills, strong quantitative and analytical skills, and the ability to liaise with clients and staff at all levels. This role requires the capability to successfully develop and maintain client relationships, Read more […]
Assistant Senior Investment Officer recruitment
This is a full time exempt position reporting to the Senior Investment Officer (SIO) for Public Equity. The ASIO will assist the SIO and participate in all aspects of managing the Public Equity portions of WSIB’s assets.Essential Activities:Assist in the research and development of appropriate portfolio structure.Lead or assist, as needed, with all aspects of external management including searches, monitoring, research, analysis, development of recommendations, risk management, performance attribution, and execution cost analysis.Research managers and innovative strategies.Execute rebalancing Read more […]
Data Management Associate recruitment
Core responsiblities:Creating/reviewing all security master setups in the Order Management System and Accounting SystemsActing as a data administrator and executing routine and targeted data maintenance tasksReviewing cash breaks and asset reconciliations prepared by outsourcing provider and ensuring adherence to accuracy and timeliness standards as set forth in the SLAAnalyzing of reconciliation reports and determining appropriate action to resolve exceptions between internal and external systemsResearching and monitoring ratings feeds and applying private ratings and credit estimatesWorking with Read more […]
Regulatory Reporting Senior Specialist recruitment
– Prepares and reviews investigative file documents for regulatory inquiries, subpoenas, and Suspicious Activity and coordinates with the Office of General Counsel to ensure that items are appropriately addressed in the response. This requires that the incumbent have an understanding of the inquiry, the applicable supporting documentation regarding the matter, and apply some iudgement in drafting less complex responses for further review.- Prepares written summaries of high risk events (such as AML Sanctions, client issues, etc.) typically for the Partners responsible for risk, Office of General Read more […]
Team Coordinators (Legal & Travel Teams) Financial Services recruitment
These are not senior level positions (please see years of experience sought in the requirements section); however, candidates need exceptional coordination skills, and an exceptional ability to see the big picture to succeed in these very challenging positions.Travel Team: Specifically, this position will join a dedicated team of client focused professionals that are responsible for ensuring all departmental activities are executed with precision. This team of coordinators is the backbone of the client service organization and are the key drivers of process innovation across the department and Read more […]
Bilingual Macroeconomic & International Policy Researcher recruitment
Preferred spoken languages are English Mandarin Chinese (OR) English 1 – 2 European Languages. These specific Foreign language skills are required.This is an exceptional opportunity to join a top, cutting-edge research team.This position will:Partner with company investment professionals to interpret International government policy and data.Conduct extensive self-directed research that will answer questions in regards to varied policy related topicsIdentify, understand, monitor and analyze government policy, global macroeconomic data and market trends to inform on which policy questions may Read more […]
Operations Specialist recruitment
Ziegler Lotsoff Capital Management, an innovative investment management firm located in Chicago, has an opportunity for a motivated individual to join our Operations team as a Portfolio Administrator. In this role, you will assist with security maintenance, perform custodial reconciliations, manage trade settlement, process corporate actions, and prepare client statements and invoices. Ideal candidates will have a minimum of 3-5 years in investment operations or trade support. Experience with Thomson Reuters’ Portia or Fiserve APL a plus. We offer a competitive compensation and benefits package Read more […]
Institutional Sales Executive recruitment
Institutional Sales Executive O’Shaughnessy Asset Management, LLC (OSAM) is seeking a well-qualified, Sales Executive with first-hand experience winning and serving institutional clients. This experience should be both with plan sponsors directly and also via institutional consultants. OSAM’s office is located in Stamford, CT where all 31 employees currently work. We are open to the Sales Executive either working from our office or from his or her current location, assuming it is a hub for the institutional consulting community. Key attributes of the candidate to be hired are as follows: Demonstrable Read more […]