Manage post-trade processing for derivatives and FX, ensuring accuracy, compliance, and efficiency across trade lifecycles while supporting operational projects and regulatory compliance.

Manage and implement currency management strategies for client portfolios, direct trading within guidelines, monitor performance, provide client support and analysis, and coordinate with legal/compliance to mitigate risk.

Manage a trading book and firm capital, identify and present relative value trading ideas, make markets and provide liquidity, and maintain client and broker-dealer relationships within risk parameters.

Develop and maintain relationships with high-net-worth clients, provide investment and fiduciary advice, implement and monitor discretionary portfolios and financial plans, and drive business development to onboard new clients.

Provide administrative and operational support to the NY sales and trading desk, including matching and allocating trades in Bloomberg, account setup, KYC maintenance, trade entry and reconciliation, resolving settlement issues, and general office tasks to ensure timely transaction settlement and client service.

Lead institutional sales for CMBS products, develop and maintain deep client relationships, generate revenue, exceed targets, present to clients, represent firm at events, and travel as needed.

Provide high-touch client service and operational support to financial advisors and high-net-worth clients, including onboarding, account maintenance, asset movements, billing and performance reporting, tax information gathering, CRM maintenance, compliance communication, relationship management, and trade execution/error resolution.

Provide administrative and trading support for corporate bond sales and trading: match and allocate trades, resolve settlement issues, manage account setups and KYC, assist operations and client service, and perform general administrative tasks.

Lead institutional sales for CMO mortgage products, drive business development, cultivate client relationships, present to institutional investors, exceed revenue targets, represent the firm at client and industry events, and travel as needed to support sales initiatives.

Lead fundamental high-yield credit analysis, build valuation and credit models, produce investment recommendations and concise credit reports, monitor catalysts and trading opportunities, partner with sales and trading to generate trade ideas, and maintain relationships with management, rating agencies, and market participants.

Summer internship on the Software Development team to modify and maintain applications using C#, Python, SQL, and JavaScript; translate requirements into code; provide support and collaborate with end-users and management.