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Reposted 4 Days AgoSaved
In-Office
Philadelphia, PA, USA
Mid level
Mid level
Fintech • Software • Financial Services
Supports compliance transformation by identifying automation opportunities, documenting requirements and workflows, administering compliance technology platforms, and improving controls and operational processes. Partners with Compliance, Operations, Technology, Legal, and business stakeholders on implementations, testing, governance, audits, regulatory reviews, change management, and training. Tracks project deliverables, risks, and dependencies while helping reduce manual work, operational risk, and process inefficiencies.
Top Skills: Microsoft Power PlatformRegulatory Technology (Regtech)ServicenowWorkflow Automation
Reposted 14 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Supports and enhances the firm's compliance program by maintaining policies, conducting annual assessments, monitoring employee trading and regulatory compliance, assisting with SEC filings, reviewing contracts, and coordinating compliance, harassment, and cybersecurity training. The role also monitors cybersecurity controls, supports business development and investor relations compliance, researches industry practices, and prepares policies and disclosures.
Top Skills: CybersecurityDisaster Recovery TestingMicrosoft 365ExcelMicrosoft PowerpointMicrosoft WordMock-Phishing ExercisesPenetration TestingVulnerability Testing
Reposted 14 Days AgoSaved
In-Office
Darien, CT, USA
Junior
Junior
Fintech • Software • Financial Services
Supports a private equity secondaries investment team by sourcing, underwriting, valuing, and monitoring investment opportunities. Responsibilities include transaction modeling, portfolio valuation, market and company research, due diligence, pricing analysis, negotiation, execution, transaction documentation, investment committee presentations, deal sourcing, and monitoring analysis. The role requires strong analytical, modeling, organizational, writing, and relationship skills, with up to two years of experience in investment banking, private equity, consulting, or secondaries.
18 Days AgoSaved
In-Office
Darien, CT, USA
Junior
Junior
Fintech • Software • Financial Services
Supports an in-house investments legal team with administrative legal tasks, including preparing and tracking NDAs, subscription documents, execution packages, and investment committee resolutions. Manages legal inboxes, document filing, data-site downloads, tracking charts, mailing, and special projects. Requires strong organization, attention to detail, multitasking, proficiency with Microsoft Office and Adobe, and Connecticut notary status or willingness to obtain it.
Top Skills: AdobeBurgissDealcloudDocument Management SystemsExcelMicrosoft OutlookMicrosoft Word
Reposted One Month AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Software • Financial Services
Lead full-stack engineering for enterprise-grade HR platforms, ensuring compliance, data governance, and technical integration alongside design and system architecture responsibilities.
Top Skills: AWSAzureJavaNoSQLPower BIPythonReactSnowflakeSpring BootSQL
Reposted One Month AgoSaved
In-Office
Philadelphia, PA, USA
Senior level
Senior level
Fintech • Software • Financial Services
Provide high-level administrative support to executive leadership, managing complex calendars, coordinating domestic and international travel, preparing correspondence and presentations, handling confidential information, organizing meetings and events, submitting expenses, and partnering across the organization to ensure efficient executive operations.
Top Skills: ExcelMS OfficeOutlookPowerPoint
One Month AgoSaved
In-Office
Philadelphia, PA, USA
Expert/Leader
Expert/Leader
Fintech • Software • Financial Services
Leads corporate accounting, monthly and quarterly close, consolidation, financial reporting, technical accounting, internal controls, SOX readiness, audit support, and finance systems transformation. The role will standardize accounting policies, consolidate general ledgers, modernize reporting processes, build scalable global and offshore operating models, and develop accounting talent while advising the CFO, Audit Committee, auditors, and senior leadership.
Top Skills: Erp SystemsGeneral Ledger Systems
One Month AgoSaved
In-Office
Philadelphia, PA, USA
Mid level
Mid level
Fintech • Software • Financial Services
Drives sales of alternative investment products to financial advisors within an assigned U.S. territory. Builds advisor relationships through calls, virtual meetings, and email; profiles practices and investment processes; manages leads, sales pipelines, CRM data, and territory strategies. Represents mutual funds, REITs, and interval funds while tracking competitors and coordinating with internal teams. Provides guidance to junior sales team members.
Top Skills: MS OfficeSalesforceWebinar
Reposted One Month AgoSaved
In-Office
Stamford, CT, USA
Junior
Junior
Fintech • Software • Financial Services
Evaluate equity and credit investment opportunities in digital infrastructure. Lead due diligence, build and stress-test financial models and valuations, draft investment memoranda, present to the Investment Committee, and work with portfolio company management to monitor and track investments.
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