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Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Reviews and approves financial professionals’ business social media profiles as a registered Principal, applying regulatory requirements and supervisory standards. Provides guidance on compliant digital practices, documents reviews, monitors trends, and identifies process improvements. May support higher-risk candidate reviews, complaints, fiduciary oversight, conflicts monitoring, training, workflow optimization, and cross-functional supervisory initiatives. Requires strong judgment, communication, analytical, organizational, and regulatory interpretation skills, along with FINRA Series 7 and Series 24 registrations.
Top Skills:
FinraSec
26 Days AgoSaved
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Reviews investment and insurance account reconciliations, journal entries, financial analyses, statutory statements, regulatory filings, disclosures, and management reports. Identifies trends and variances, reviews offshore accounting work, supports financial controls, and contributes to automation, process improvement, reporting enhancements, and special projects.
Top Skills:
Ai-Enabled ToolsAnalysis For OfficeExcelMicrosoft 365PowerPointSAPWingsWord
Reposted 28 Days AgoSaved
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Lead origination of commercial mortgage loans across the Northeast, sourcing deals, underwriting and structuring loans, conducting due diligence, negotiating terms, closing transactions, and managing regional portfolio relationships. Support portfolio monitoring, business development, and stakeholder engagement, with regular travel for marketing and borrower relationship activities.
Top Skills:
ArgusExcel
Reposted 28 Days AgoSaved
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Lead expansion of New York Life's Pension Risk Transfer capabilities, from product design and market positioning to cross-functional launches. Build business cases, monitor market trends, drive strategy, and present recommendations to senior leadership while collaborating with actuarial, investments, legal, operations, and distribution teams.
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Senior Associate will manage expense reporting, analysis, budgeting, and forecasting for Agency and Field Experience, guiding junior staff and enhancing reporting capabilities.
Top Skills:
AnaplanDatabricksExcelPowerPointSAPTableau
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Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Associate will provide analytical support in structured finance, working with collateral performance and cash flow analysis while collaborating with investment banks and rating agencies.
Top Skills:
Cashflow ModelingCredit ResearchFinancial AnalysisStructured Finance
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Manage a commercial mortgage loan portfolio, assessing compliance with covenants and borrower requests, while supporting operational efficiency.
Top Skills:
ArgusExcel
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Director of Loan Management oversees asset managers handling a commercial mortgage portfolio, ensures process improvements, and fosters team development to enhance portfolio performance.
Top Skills:
BuiltCommercial Real Estate Investment SoftwareFinancial Management SystemsPrecision Loan Management (Plm)
Reposted One Month AgoSaved
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Lead enterprise Third-Party Risk Management (TPRM): set strategy, govern vendor risk frameworks, chair TPAG, oversee assessments and monitoring, ensure regulatory compliance, report to executives, manage incidents, and develop a high-performing TPRM team.
Top Skills:
FfiecIso 27001NaicNistNydfsOccSigSoc Reports
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Support CLO tranche investing by modeling tranche cash flows, assessing credit risk and structural protections, performing relative value and primary market analysis, monitoring underlying loan portfolios, surveilling holdings, and preparing investment memos to support trading and portfolio decisions.
Top Skills:
BloombergExcelIntexPythonSQLVBA
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