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Fintech • Insurance
Manage the TLM Support Helpdesk and lead a team handling Transaction Lifecycle Management issues and related global reconciliations. Oversee capacity planning, onboarding, SLAs, business continuity, and liaise with Risk & Compliance. Drive process improvements, project planning, stakeholder coordination, and controls to mitigate financial and reputational risk while ensuring regulatory and policy compliance.
Fintech • Insurance
Support day-to-day accounting and month/quarter-end close activities for consolidated US operations. Prepare and reconcile journal entries, financial reports, attestations, and head office templates; respond to audit and regulatory inquiries. Maintain balance sheet controls, document reporting processes, and assist implementation of accounting standards.
Fintech • Insurance
Serve clients in-branch by completing transactions, identifying sales and referral opportunities, leveraging digital tools, resolving banking issues, following compliance, and collaborating with partners to deepen relationships and meet targets.
Fintech • Insurance
Lead day-to-day accounting and month/quarter-end close, prepare attestation packages, manage reconciliations, oversee statutory balance sheet and P&L processes, respond to auditors, manage transfer pricing postings, drive control improvements, and mentor finance team members.
Fintech • Insurance
Provide financial control support including month-end and quarter-end close, journal entries, reconciliations, attestation packages, and monthly analytical reporting. Support internal/external audits and annual financial statement audits, statutory balance sheet and P&L processes, transfer pricing postings, and legal entity reporting. Maintain financial process documentation, resolve ledger discrepancies, and respond to ad hoc inquiries while developing accounting and reporting knowledge.
Fintech • Insurance
Assist with financial analysis and reporting, coordinate month-end and year-end reporting, and develop effective solutions for financial forecasting.
Fintech • Insurance
Responsible for processing client and static data updates, account management, asset creation and maintenance, pricing updates, and handling queries in a dynamic environment.
Fintech • Insurance
The internship involves responding to inquiries, processing payments, reconciling cash reports, and assisting in financial reporting tasks.
Fintech • Insurance
Supervise securities lending settlement and trade recording for international markets, support trading desks, manage borrower and internal relationships, ensure SLA adherence, lead in managers absence, coach team members, and contribute to process improvements.
Fintech • Insurance
Lead business analysis for fund administration system migrations: gather and document requirements, model processes, run testing, support implementations, and deliver reporting and compliance oversight. Act as liaison across Fund Admin, IT, Operations and external stakeholders to drive stabilization, optimize processes, manage risks, and ensure regulatory and governance alignment.
Fintech • Insurance
Support product and investment operations across Asia: maintain policies, manage product content and intranet, ensure compliance (KYC/AML), coordinate product implementations, liaise with Ops/IT/Legal, and assist project delivery and testing.
Fintech • Insurance
The Summer Analyst provides research and transactional support in municipal finance, working on cash flow projections, data analysis, and preparing materials for clients and transactions.
Fintech • Insurance
Support senior bankers in origination, syndication, and execution of investment-grade debt transactions for Natural Resources clients. Prepare client presentations, analyze fixed-income fundamentals and macro trends, compile bond issuance data, provide indicative pricing and market commentary, manage internal approvals and client deliverables, and coordinate with internal teams and external advisors.
Fintech • Insurance
Lead transaction operations for a wealth management unit: ensure regulatory and corporate compliance, supervise and develop staff, design risk-management strategies for financial transactions, and drive process improvements to boost operational efficiency and quality.
Fintech • Insurance
The role involves processing and monitoring trade activities, managing derivatives, handling corporate actions, facilitating asset transfers, and supporting regulatory reporting functions. Strong communication and operational skills are essential.
Fintech • Insurance
The role focuses on business risk management, compliance monitoring, and surveillance in a banking environment. Responsibilities include reviewing key controls, assessing compliance vulnerabilities, and advising front office operations.
Fintech • Insurance
Manage global price delivery and security setup for various client regions while leading a team, ensuring quality client service, and promoting operational excellence within the organization.
Fintech • Insurance
The intern will enhance the FO SharePoint site, refresh procedures and account opening documents, and develop tools to monitor learnings from various sources.
Fintech • Insurance
Support Financial Advisors with administrative and operational tasks, respond to routine client inquiries, provide account information (balances, quotes), and assist with departmental mailing and filing projects. Work part-time (20 hrs/week) in a student/coop fixed-term capacity.
Fintech • Insurance
Provide administrative and operational support to Financial Advisors and clients, respond to routine client inquiries, supply account information (balances, quotes), and assist with mailing and filing projects. Part-time, 15 hours/week in wealth management.



