Top Tech Jobs & Startup Jobs

Provide technical product expertise and sales support to wholesale business customers: identify and develop accounts, present and demonstrate products, prepare quotations and proposals, coordinate orders with internal teams, provide after-sales technical support, and record activities in CRM while meeting sales targets.

Advise individual and institutional clients on investments, execute securities trades, monitor markets, prepare portfolio reports, ensure regulatory compliance, and grow client relationships and assets under management.

Provide administrative support by drafting and editing correspondence and publications, preparing and processing regulatory forms, maintaining filing systems and electronic records, responding to routine inquiries, coordinating mailings and publication schedules, and compiling reports and logs for management review.

Provide high-level administrative and strategic support to senior leaders by managing calendars, communications, travel, meetings, correspondence, records, and confidential materials while coordinating projects and follow-up to ensure efficient office operations.

Investigate, evaluate and process insurance claims by reviewing policies and documentation, determining liability and damages, negotiating settlements, maintaining claim files, and communicating with claimants and service providers using claims management systems.

Supervise daily finance and insurance office staff, oversee transaction processing and reconciliations, ensure regulatory and internal control compliance, coach and evaluate team members, prepare operational reports, handle escalated client issues, and recommend process improvements.

Prepare and analyze financial statements and management reports; develop budgets and forecasts; reconcile accounts and maintain general ledger integrity; design and monitor internal controls; support audits; provide financial guidance and cost analysis to departments.

Assess insurance applications and related documentation to evaluate risk, set premium rates, and determine policy terms. Review and renew policies, collaborate with brokers and claims staff, maintain underwriting files for compliance, and use underwriting systems and analytical tools for risk modeling and portfolio monitoring.

Sell financial products to individuals and businesses by prospecting clients, assessing needs, recommending solutions, preparing proposals, processing applications, maintaining CRM records, meeting sales targets, and staying compliant with regulations.

Analyze companies, industries and market trends; build and maintain financial models, valuations and scenario analyses; review financial statements and KPIs; monitor portfolio performance; prepare research reports, recommendations and presentations; collaborate with portfolio managers and teams.