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2 Days AgoSaved
In-Office
New York, NY, USA
Entry level
Entry level
Fintech • Financial Services
Manage end-to-end repo workflows involving trades, collateral, liquidity, reconciliations, and settlements. Monitor and resolve operational exceptions, collateral shortfalls, pledges, releases, wire issues, and optimization tasks. Collaborate with technology, client service, risk, and product teams while maintaining procedures, control evidence, metrics, and reporting. Identify opportunities for automation, workflow improvement, and AI integration.
2 Days AgoSaved
In-Office
New York, NY, USA
Entry level
Entry level
Fintech • Financial Services
Facilitate end-to-end repo workflows involving trades, collateral, liquidity, reconciliations, settlements, and operational exception resolution. Monitor breaks, collateral shortfalls, pledges, releases, and wire issues while troubleshooting collateral optimization tasks. Collaborate with technology, client service, risk, and product teams, maintain control documentation and reporting, and identify automation, workflow, and AI-driven process improvements.
2 Days AgoSaved
In-Office
Jersey City, NJ, USA
52K-80K Annually
Entry level
52K-80K Annually
Entry level
Fintech • Financial Services
Facilitate end-to-end repo workflows covering trades, collateral, liquidity, reconciliations, settlements, and operational exception resolution. Monitor breaks, collateral shortfalls, pledges, releases, and wire issues while troubleshooting collateral optimization constraints. Collaborate with technology, risk, client service, and product teams, maintain control documentation, report operational metrics, and identify automation and AI opportunities. Requires strong analytical, communication, risk-control, and problem-solving skills in a financial services environment.
Top Skills: Artificial IntelligenceProprietary Financial SystemsWorkflow Automation
2 Days AgoSaved
In-Office
Washington, DC, USA
Senior level
Senior level
Fintech • Financial Services
Provides comprehensive administrative and executive support, including complex calendar management, meeting coordination, domestic and international travel arrangements, expense reporting, event and conference support, and day-to-day executive assistance. The role requires discretion, strong organization, sound judgment, professionalism, and the ability to manage changing priorities while coordinating with internal and external stakeholders.
Top Skills: ExcelMS OfficeOutlookPowerPointWebexWord
2 Days AgoSaved
Hybrid
Lake Mary, FL, USA
Entry level
Entry level
Fintech • Financial Services
Supports project planning and delivery for Government Debt Solutions, coordinating activities, communications, resources, schedules, documentation, reporting, and risk mitigation. The role collaborates with clients and cross-functional teams to ensure projects meet timelines, budgets, and specifications while contributing to continuous improvement of project management practices.
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2 Days AgoSaved
In-Office
Boston, MA, USA
Junior
Junior
Fintech • Financial Services
Execute complex foreign exchange orders for buy-side clients, ensuring timely, cost-effective, accurate trade execution and booking. Collaborate with investment, middle-office, quantitative research, engineering, counterparties, vendors, and clients to improve trading practices and workflows. Apply quantitative skills, risk management, attention to detail, and knowledge of institutional FX trading in a fast-paced environment.
Top Skills: PythonRSQL
3 Days AgoSaved
In-Office
Berwyn, PA, USA
Senior level
Senior level
Fintech • Financial Services
Investigate and resolve cash and securities reconciliation discrepancies for retail separately managed accounts. Perform daily and periodic reconciliations, validate trade allocations and bookings, coordinate with trading and operational stakeholders, document and escalate unresolved breaks, and support process improvements and automation to reduce exceptions.
3 Days AgoSaved
In-Office
Berwyn, PA, USA
Entry level
Entry level
Fintech • Financial Services
Process new account openings and maintenance requests according to service-level agreements. Manage workflow queues to ensure accounts are traded within client and sponsor guidelines. Perform quality-control checks for accuracy before trading, and coordinate with custodians, banks, and brokers to resolve issues efficiently. The role requires strong organization, analytical and problem-solving abilities, attention to detail, communication skills, and proficiency with Microsoft Office and proprietary systems.
Top Skills: MS Office
3 Days AgoSaved
In-Office
2 Locations
74K-140K Annually
Senior level
74K-140K Annually
Senior level
Fintech • Financial Services
Develops fixed-income product narratives, talking points, and client materials for intermediary sales channels. Serves as the primary resource for product questions, competitor analysis, fund positioning, portfolio updates, launches, and thought leadership. Partners with portfolio managers, sales, marketing, compliance, legal, and product teams across mutual funds, ETFs, and SMAs.
Top Skills: Financial Analysis ToolsInvestment Management Software
3 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Financial Services
Lead client portfolio management for an asset management firm, communicating investment products, philosophy, processes, and value proposition to investors and sales teams. Build relationships with existing and prospective clients, support new business development, create marketing materials and investment reports, contribute to product development across mutual funds, ETFs, CITs, and SMAs, and provide competitive market intelligence. The role requires strong investment expertise, analytical ability, communication skills, and collaboration across portfolio management, research, and distribution teams.
Top Skills: Ai-Enabled Tools
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