Top Tech Jobs & Startup Jobs

Manages high-net-worth client relationships and complex service issues while overseeing onboarding, data quality, transactions, credit activity, regulatory compliance, and portfolio operations. Mentors junior analysts, approves higher-level transactions, supports investment proposals and FX trades, identifies risk indicators, and leads process improvements, system testing, and digital adoption initiatives.

Manage and improve FP&A processes, deliver financial forecasts and models, support business decision-making, and recommend process improvements. Provide subject-matter expertise, coach junior staff, liaise with executives and vendors, and implement solutions to drive accurate reporting and budgeting.

Supports portfolio monitoring and credit administration across corporate lending portfolios. Responsibilities include financial spreading, credit reviews, ratio and variance analysis, covenant and collateral tracking, amendment and waiver support, portfolio reporting, controls, data quality, and escalation of exceptions. The role collaborates with Front Office, Credit, Risk, Agency, Legal, Operations, Transaction Management, and Finance while maintaining accurate documentation and monitoring tools.

Supports portfolio monitoring for corporate and structured lending portfolios through financial spreading, basic credit analysis, covenant and collateral tracking, review preparation, exception monitoring, lifecycle documentation, dashboards, and recurring reporting. The role coordinates with credit, risk, agency, operations, finance, and transaction management teams while maintaining accurate records and escalating missing deliverables or potential issues. It is an entry to early-career position requiring foundational finance knowledge, strong Excel skills, attention to detail, and willingness to learn CIB lending processes.

Executes complex, risk-based IT audits and evaluates technology control design and operating effectiveness across applications, infrastructure, systems, and cloud environments. Reviews evidence, identifies control deficiencies and cybersecurity risks, documents testing, follows up on corrective actions, and drafts recommendations. Supervises and coaches junior auditors, reviews their workpapers, collaborates with stakeholders, and ensures compliance with audit methodologies and professional standards.

The Sr. Legal Counsel provides employment law advice, manages litigation, drafts policies, and supports HR with compliance and training.

Provides financial guidance and recommends investment and insurance solutions to clients. Manages and grows an assigned client portfolio, achieves investment sales and revenue goals, develops referrals, supports branch partners, maintains regulatory compliance, and delivers client education and relationship management. The role requires maintaining FINRA and state insurance licenses, completing reporting and administrative duties, and participating in ongoing training and business development.

Provides cross-asset XVA pricing, risk management, hedging, and portfolio optimization across CVA, DVA, FVA, MVA, and ColVA. Partners with Trading, Sales, Structuring, Risk, Finance, and Quants to evaluate transactions, monitor exposures and P&L, meet regulatory and governance requirements, improve analytics and systems, and support U.S. and global derivative activity.

The role focuses on facilitating the adoption of AI voicebot technology in organizations, ensuring effective implementation and user engagement.

Develop and manage client relationships, recommend investment and insurance solutions, meet sales and revenue goals, maintain compliance and required licenses, collaborate with branch teams to generate referrals, provide coaching to branch staff, and complete administrative and reporting duties.