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Reposted 19 Days AgoSaved
Hybrid
New York, NY, USA
156K-211K Annually
Junior
156K-211K Annually
Junior
Fintech • Software • Financial Services
Develop and maintain pricing libraries and analytical models for securitized products (ABS, CLO, MBS, CMBS). Build cash-flow and lifecycle frameworks, implement prepayment/default/loss models, and produce risk analytics (DV01, duration, scenario analysis). Deliver production-quality Python code, documentation, and client-facing solutions to improve structured product valuation and risk capabilities.
Top Skills: BloombergCprHull-WhiteIntexMsciPsaPythonTrepp
Reposted 19 Days AgoSaved
Hybrid
Boise, ID, USA
Entry level
Entry level
Fintech • Software • Financial Services
The Reconciliation Analyst ensures timely and accurate delivery of investment portfolio status updates, addresses reconciliation issues, and maintains relationships with clients and data providers.
Top Skills: ExcelMS Office
Reposted 19 Days AgoSaved
Hybrid
2 Locations
60K-85K Annually
Junior
60K-85K Annually
Junior
Fintech • Software • Financial Services
The Lead Data Migration Specialist will enhance data processes for client onboarding using Excel, SQL, and AI, ensuring accuracy and efficiency.
Top Skills: AIExcelMS OfficeSQL
Reposted 19 Days AgoSaved
Hybrid
2 Locations
85K-120K Annually
Senior level
85K-120K Annually
Senior level
Fintech • Software • Financial Services
The Sr. Service Delivery Manager manages client relationships and operational performance, ensuring quality service delivery and client satisfaction. This role involves strategic planning, client engagement, and collaboration with internal teams.
Top Skills: MS Office
Reposted 19 Days AgoSaved
Hybrid
Boise, ID, USA
Mid level
Mid level
Fintech • Software • Financial Services
Lead data migration and onboarding of client investment data using Excel and SQL. Validate, normalize, reconcile, and load data into the investment account system. Collaborate with development teams to automate and improve processes, apply accounting and securities knowledge, identify continuous improvement opportunities, and coordinate complex activities in an agile environment.
Top Skills: ExcelMS OfficeRelational DatabasesSQL
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Reposted 19 Days AgoSaved
Hybrid
Boise, ID, USA
62K-85K Annually
Mid level
62K-85K Annually
Mid level
Fintech • Software • Financial Services
Manage LP relationships and lead onboarding, training, and support for LP clients. Own project workstreams, troubleshoot onboarding/service issues, communicate risks/status, recommend process improvements, and deliver consultancy aligned to client and firm goals.
Top Skills: Microsoft Office (ExcelPowerpoint)Relational DatabasesSQLWord
Reposted 19 Days AgoSaved
Hybrid
2 Locations
Mid level
Mid level
Fintech • Software • Financial Services
Lead and manage an implementations team to onboard Clearwater clients, drive process improvements, coordinate global handovers, mentor staff, manage performance, and apply accounting and securities domain expertise to ensure accurate data migration, reporting, and reconciliation during client onboarding.
Top Skills: ClarizenData MigrationInsight SquaredMS OfficeMs SqlPaylocityReconciliationReportingSalesforce
Reposted 19 Days AgoSaved
Hybrid
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Lead end-to-end client implementations: define scope, create detailed plans, manage internal/client/third-party resources, run status and steering meetings with C-level stakeholders, manage budgets, ensure smooth transition to operations, recommend process improvements, and manage multiple simultaneous implementations.
Top Skills: ClarizenExcelJIRAMS OfficeSaaSSalesforce
20 Days AgoSaved
Hybrid
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Design and present customized technical solutions by translating client business requirements into system and process architectures. Lead cross-functional teams, direct design activities, document solutions, and act as client advocate. Frequently client-facing and sometimes on customer sites.
Top Skills: MS Office
21 Days AgoSaved
Hybrid
Boise, ID, USA
Junior
Junior
Fintech • Software • Financial Services
Serve as a reconciliation subject matter expert: train staff, ensure SOC 1 compliance and quality, consult on system/process improvements, perform complex and back reconciliations across markets, mentor automation efforts, and lead 1-2 strategic Lean Six Sigma projects annually to improve accuracy and scalability.
Top Skills: IndexMicrosoft Excel (PivotMS OfficePrometheusSumifVlookup)
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