This role involves investing for a top-performing global fund's CLO strategy, focusing on High Yield bonds and Leveraged Loans. The position includes producing investment ideas, analyzing and underwriting bond and loan investments, and liaising with internal and external counterparts for origination. The role is open to candidates from Associate to Director level with a necessary investment or advisory background, such as CLO/HY/Leveraged Loan Investments, Long/Short Credit Investments, High Yield Desk Analysts, or Leveraged Finance Advisory from a leading investment bank.

Leveraged Credit Investment Professional – Top-Performing Global Fund (New York)

Leveraged Credit Investment Professional

The Financial Planning & Analysis Director at a highly recognized Luxury brand will collaborate with business leaders to prepare monthly financial reporting, explain variance drivers, and recommend cost-saving initiatives. Responsibilities include preparing detailed analysis of entities, business units, and cost lines, leading the annual budget process, monitoring KPIs and trend analysis, overseeing monthly financial and operations reporting, and ensuring accurate cost allocations for profitability. This role also involves driving process improvements for budget and forecasting accuracy.

Financial Planning & Analysis Director

Our client, one of America's largest banking groups, is seeking an experienced Compliance professional at the Executive Director level to provide specialized Compliance advice and guidance to senior leaders and key members of the firm's growing Investment Banking business, focusing on Equity Capital Markets (ECM). This role involves reporting directly to the US Head of Banking Compliance and will be the first of several new hires in a fast-growing specialist group.

Executive Director - Investment Banking Compliance Advice

The Finance Administrator at Beacon Hill will support the finance and accounting teams with various project support, ensuring information to clients is timely, accurate, and organized. This remote position is estimated to be approximately 6 months due to a medical leave, with the potential to become permanent for the right individual. The role involves project management support, scheduling, planning, running meetings, presenting information, and providing updates on client information and deadlines.

Financial Accountant

Finance Administrator

As a Private Client Financial Advisor at Citizens, you will serve as the primary trusted advisor to your clients, helping them navigate their financial goals through a comprehensive analysis of their assets, income, liabilities, cash flow, and tax status. You will use financial planning experience and tools to identify investment strategies and recommend suitable products. This role involves meeting with clients, understanding their needs, and selling a broad array of investment, insurance, and bank products. You will work closely with business partners and referral sources to grow existing relationships and identify new business opportunities.

Private Client Financial Advisor - Elizabeth, NJ

Private Client Financial Advisor

The Portfolio and Wealth Advisory Associate role involves client relationship management, portfolio/wealth strategy, and asset allocation. Responsibilities include conducting analysis and executing projects for client portfolios, generating and editing presentations, preparing reporting for internal meetings, maintaining data integrity, and collaborating with senior team members to resolve complex client requests. This position is located in midtown Manhattan, New York, and requires relevant experience, Series 7 and 66 or 63/65 FINRA licenses, and a Bachelor’s Degree in Business, Finance, or a related field.

VP Portfolio and Wealth Advisory - Wealth Management

Portfolio and Wealth Advisory Associate

Our client, one of Europe's largest banking groups, is seeking an experienced Compliance professional at a Senior Manager or Senior Vice President level to provide specialized Compliance advice and guidance to senior leaders and key members of the firm's growing Investment Banking business, focusing on Equity Capital Markets (ECM). This role is pivotal in supporting the firm's growth strategy by ensuring compliance with regulatory requirements. The position reports directly to the US Head of Investment Banking Compliance and involves close collaboration with the ECM business leaders.

VP - Investment Banking Compliance Advice

Senior Manager - Investment Banking Compliance Advice

The Actuarial Consultant at EY will play a key role in delivering innovative and creative solutions to clients worldwide, focusing on financial services. This position involves leading engagement teams, working directly with clients, mentoring junior consultants, and building a personal brand as a leader in the field. The role is located in various US cities and focuses on a wide range of projects including reinsurance strategy, regulatory compliance, transaction pricing, and financial reporting, among others.

ACTUARIAL CONSULTANT - FINANCIAL SERVICES - ADVISORY - TRANSACTIONS - MANAGER

Actuarial Consultant - Financial Services - Advisory - Transactions - Manager

Popular Insurance Sales is seeking a Financial Consultant with strong investment sales experience to join their team in Newark, NJ. This commission-based position involves evaluating customers' financial needs, educating them about investment program products and services, and monitoring their portfolios. The role requires a high school diploma or GED, at least four years of related experience, and specific FINRA and NY State licensings.

Financial Consultant

As a Vice President, Financial Consultant at The Charles Schwab Corporation, you will be responsible for providing financial guidance and wealth management advice to clients, with a focus on client asset consolidation, networking, and earning referrals. This role involves forming trusting relationships with clients, leveraging Schwab's team of specialists, and adapting to market and business conditions. The position offers a supportive culture with diverse career opportunities, requiring a valid and active FINRA Series 7 license and the ability to obtain FINRA Series 66 (63/65) and Life & Health Insurance licenses.

VP, FINANCIAL CONSULTANT - MILLBURN, NJ

Vice President, Financial Consultant

The Investment Adviser Compliance role at Confidential involves supporting the firm's compliance program regarding regulatory, contractual, and compliance requirements associated with its activities as a registered investment adviser. This position is responsible for oversight of various compliance functions, including staff training, regulatory filings, firm compliance training program, and the development and enhancement of the compliance program. The role also includes administration of compliance risk monitoring, maintenance of policies and procedures, facilitation of audits, and implementation of compliance forensic testing programs.

Investment Advisory Compliance

Investment Adviser Compliance

EY is seeking a Financial Accounting Advisory Services Manager to join their team, focusing on providing exceptional audit activities for clients in the Banking and Capital Markets industry. This role involves leading fieldwork, managing performance, and providing authoritative advice throughout transactions. The position offers a unique opportunity to develop your understanding of current market trends and processes, while constantly learning and adapting in a fast-paced environment.

FSO FINANCIAL ACCOUNTING ADVISORY SERVICES-INS-MANAGER-MULTIPLE LOCATIONS

Financial Accounting Advisory Services Manager

As a Banking Industry Advisor at Microsoft Corporation, you will lead industry-focused sales for Microsoft in the Banking Industry, originating sales and driving industry-led conversations with clients. This role involves developing and winning market-making opportunities, engaging with business decision makers to identify and generate new business opportunities, and articulating the strategic business value of Microsoft's products and solutions. You will be the industry subject matter expert in digital business transformation, collaborating with peers to successfully close deals and land market-making, multi-horizon business partnerships.

Banking Industry Advisor

As a Principal Financial Functional Consultant at Workday, you will be part of the Workday Success Plans team, focusing on the post-Go-Live journey of customers. This role involves delivering a variety of programs and services to customers, including feature demonstrations, full feature deployments, and consulting engagements to solve business needs using Workday applications. You will act as a trusted Workday advisor, sharing your expertise in Workday Financials applications, particularly in Workday Strategic Sourcing, Intake Forms, Pipeline, Sourcing, Contracts Management, Supplier Relationship Management, Procurement, Requisitions/Purchase Orders, RFX, Receipts/Receipt Accruals, Supplier Portal, Procurement Cards, EDI Transactions, Supplier Accounts, Supplier Invoices, Matching, 1099 Processing, Inventory, Stock Requests/Fulfillment Processing, Par Management, Cycle Counts, Replenishment, Expenses, Spend Authorizations, Expense Report Processing and Repayments, Credit Card Processing, Travel Booking Records, and Major Responsibilities Include: Conducting research to ensure understanding of customer questions and related Workday concepts. Delivering small scope consulting in response to customer requests; providing configuration guidance, demonstrations, considerations, tips & tricks. Troubleshooting product configuration to resolve or provide optimal product configuration to meet customer business requirements. Clearly and effectively communicating responses and value to customers. Creating and delivering customer presentations on how to use Workday features to achieve business goals (Accelerator Webinars). Providing one-on-one consulting guidance to accelerate customer feature adoption (Feature Accelerator). Reviewing customer tenants to identify adoption opportunities (Feature Adoption Tenant Reviews). Completing and maintaining product expertise and Workday Certification(s) along with familiarity with Workday roadmap. Keeping up to date with industry practices and the ability to engage with customers on those topics. Helping drive the creation of new programs to drive customer feature adoption.

PRINCIPAL FINANCIAL FUNCTIONAL CONSULTANT - WORKDAY SUCCESS PLANS - SPEND MANAGEMENT

Principal Financial Functional Consultant

This Director-level role at Natixis CIB Americas involves supporting the financing business lines, including coordinating with the front office and external counsel for loan documentation, developing and implementing minimum standards, and providing legal and regulatory advice. The role requires working with various teams on structuring, documentation, syndication, and administration of loans, with coverage responsibilities varying depending on business needs and the candidate's expertise.

FINANCE COUNSEL

Director, Finance Counsel

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