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Reposted 24 Days AgoSaved
In-Office
Dallas, TX, USA
Mid level
Mid level
Fintech • Financial Services
Supports governance and oversight for the Banks Non-Financial Risk program, including regulatory reporting, audit and exam management, response preparation, process documentation, and departmental tracking. The role prepares materials for senior management and regulators, organizes supporting documentation, maintains records, and coordinates with stakeholders across competing priorities.
Top Skills: Microsoft Office SuiteMicrosoft Powerpoint
24 Days AgoSaved
In-Office
New York, NY, USA
275K-275K Annually
Senior level
275K-275K Annually
Senior level
Fintech • Financial Services
Lead origination, structuring, and execution of private equity and equity-linked transactions, including growth capital, structured equity, and PIPE financings. Advise corporate clients on financing alternatives, capital structure, valuation, and investor positioning. Manage transaction processes, develop financial analyses and presentations, support business development, coordinate stakeholders, and mentor junior professionals.
Reposted 24 Days AgoSaved
In-Office
Tokyo, JPN
Expert/Leader
Expert/Leader
Fintech • Financial Services
Leads collateral operations for OTC derivatives involving Japanese clients and global affiliates. Responsibilities include managing operational processes, serving as a client contact, overseeing regulatory submissions and legal ledgers, monitoring risk and controls, improving processes, implementing regulatory enhancements, and leading team development, resourcing, and performance management. Requires strong stakeholder communication, operational optimization experience, regulatory knowledge, and business-level Japanese and English proficiency.
Top Skills: Collateral ManagementOtc DerivativesRegulatory Reporting
Reposted 24 Days AgoSaved
In-Office
Northbrook, IL, USA
34K-90K Annually
Entry level
34K-90K Annually
Entry level
Fintech • Financial Services
Provides client service and administrative support to Financial Advisors and Private Wealth Advisors. Responsibilities include handling account inquiries and money movement, preparing client documentation and meeting materials, assisting with digital tools and financial planning data entry, coordinating calendars and calls, managing travel and expenses, and supporting team business plans. Requires strong organization, communication, client service, Microsoft Office, and multitasking skills, with willingness to obtain required securities licenses.
Top Skills: EauthorizationEsignExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft WordMsonlineZoom
Reposted 24 Days AgoSaved
In-Office
Taipei City, TWN
Expert/Leader
Expert/Leader
Fintech • Financial Services
Supports the Taiwan Chief Administrative Officer and Head of Compliance in strategic planning, office governance, regulatory and control initiatives, organizational effectiveness, and cross-functional projects. Coordinates executive forums, action plans, governance requirements, audit remediation, regulatory responses, business continuity, office planning, and stakeholder communications. Analyzes financial and operational data, prepares management materials, tracks risks and dependencies, and escalates issues to support disciplined execution across the Taiwan franchise.
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24 Days AgoSaved
In-Office
Pittsburgh, PA, USA
Entry level
Entry level
Fintech • Financial Services
Provides client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams. Responsibilities include processing money movement, answering account questions, preparing client meeting materials, entering account data, supporting digital tool enrollment, managing calendars and travel, preparing expenses, and assisting with client relationship and marketing activities. Requires strong organization, communication, Microsoft Office skills, and willingness to obtain securities licenses.
Top Skills: EauthorizationEsignExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft WordMsonlineZoom
Reposted 24 Days AgoSaved
Remote
HK
Junior
Junior
Fintech • Financial Services
Execute Hong Kong Stamp Duty and operational tax processes, including data validation, tax calculation, withholding, reconciliation, payment, reporting, and evidence retention. Investigate exceptions, perform controls, assess regulatory changes, maintain procedures and audit trails, and collaborate with internal and external stakeholders. Support remediation, automation, testing, and process-improvement initiatives while identifying risks and resolving issues accurately within deadlines.
Top Skills: AIAutomation ToolsPower BI
Reposted 24 Days AgoSaved
In-Office
New York, NY, USA
90K-155K Annually
Senior level
90K-155K Annually
Senior level
Fintech • Financial Services
Lead legal entity financial reporting and regulatory compliance, oversee preparation of U.S. GAAP financial statements, manage capital and liquidity reporting, liaise with auditors, analyze monthly analytics and cost allocations, and resolve accounting issues while ensuring controls and timely external disclosures.
Top Skills: Database ManagementFinancial Reporting SystemsFocus ReportingInternational GaapUs Gaap
Reposted 24 Days AgoSaved
In-Office
New York, NY, USA
95K-155K Annually
Senior level
95K-155K Annually
Senior level
Fintech • Financial Services
Lead capital planning, liquidity, and funding analysis and governance for the Firm. Manage CCAR/capital stress testing and regulatory deliverables (DFAST), produce senior management presentations, enhance automation and controls, and provide strategic capital analysis across legal entities.
Top Skills: ExcelPowerPointWord
Reposted 24 Days AgoSaved
In-Office
South Jordan, UT, USA
Entry level
Entry level
Fintech • Financial Services
Leads AI-enabled operational transformation by identifying workflow improvements, designing and deploying Copilot-driven workflows, task-specific agents, and automated processes. Partners with operations, technology, risk, and platform teams to ensure compliant, scalable solutions. Tracks efficiency, quality, capacity, and adoption outcomes while driving implementation beyond pilots. Coaches teams, delivers hands-on training, and reinforces sustained AI adoption across operational functions.
Top Skills: Ai Agent BuildersAi-Enabled Workflow SolutionsMicrosoft 365 CopilotWorkflow Automation
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