Financial Services Professional
7 days ago
We are seeking a Financial Services Professional - Investor Relations to join our team at Northbound Search. The successful candidate will be responsible for developing and maintaining relationships with investors, as well as supporting the creation of marketing materials and pitch books.
Key Responsibilities:
- Preparing investor reports and presentations, highlighting key fund performance metrics and trends
- Collaborating with the Investor Relations team to develop and implement strategic initiatives
- Providing exceptional customer service to investors, responding promptly to inquiries and requests
Requirements:
- 1+ year of experience in Investor Relations, Investment Banking, Asset Management, Consulting, or Placement Agent
- Strong analytical and problem-solving skills, with ability to interpret complex data and trends
- Excellent communication and interpersonal skills, with ability to build effective relationships with stakeholders
We offer a competitive compensation package, including base salary and benefits. The ideal candidate will have a passion for financial services and a strong desire to learn and grow with our company.
-
Financial Services Professional
3 weeks ago
New York, New York, United States Phaxis - Financial Services Full timePhaxis - Financial Services is seeking a skilled Staff Accountant to join our team.Job DescriptionWe are looking for an experienced professional to assist with monthly, quarterly and year-end close processes.The ideal candidate will have expertise in preparing bank reconciliations and journal entries, as well as assisting with budgets and...
-
Financial Services Accountant Professional
4 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeAbout Phaxis - Financial ServicesWe are a leading financial services company looking for an experienced Senior Accountant to join our team.
-
Financial Analyst Professional
3 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeJob Title: Financial Analyst ProfessionalAbout Us: Phaxis - Financial Services is a leading financial services company dedicated to providing top-notch accounting solutions. Our team is passionate about delivering exceptional results and building long-lasting relationships with our clients.Job Description:We are seeking a highly skilled Senior Accountant to...
-
Senior Financial Professional
1 week ago
New York, New York, United States Phaxis - Financial Services Full timeCompany Overview:Phaxis - Financial Services is a leading provider of financial solutions.Salary:The estimated salary for this role is $80,000 - $110,000 per year, depending on experience.Job Description:We are seeking a Senior Accountant to assist with month-end close processes, book journal entries, and investigate variances in financial data.Key...
-
Financial Services Associate
3 weeks ago
New York, New York, United States Primerica Financial Services Full timeJob OverviewWe are seeking a motivated and detail-oriented Financial Services Associate to join our team at Primerica Financial Services.
-
Financial Services Professional
2 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeJob TitleAccounts Payable SpecialistAbout UsWe are Phaxis - Financial Services, a leading financial services provider dedicated to delivering exceptional accounting solutions.Compensation PackageThe estimated salary for this role is $50,000 - $70,000 per annum, depending on location and experience.Job DescriptionKey ResponsibilitiesAccurate entry of purchase...
-
Financial Services Coordinator
3 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeAt Phaxis - Financial Services, we are seeking a skilled Billing Coordinator to join our team.The ideal candidate will have experience with ebilling using various vendor websites, ensuring billing compliance, and researching billing issues.Key responsibilities include generating pre-bills drafts monthly, utilizing ebilling platforms, and preparing complex...
-
New York, New York, United States Phaxis - Financial Services Full timeCompany OverviewPhaxis - Financial Services is a reputable organization that provides financial services to its clients.Job SummaryWe are seeking a highly skilled and organized Accounts Payable Specialist to join our team. The successful candidate will be responsible for processing invoices, responding to vendor and employee inquiries, maintaining accurate...
-
Financial Services Billing Specialist
1 week ago
New York, New York, United States Phaxis - Financial Services Full timeJob DescriptionWe are seeking a skilled Billing Coordinator to join our team at Phaxis - Financial Services.The ideal candidate will have experience with ebilling using various vendor websites and be able to ensure billing compliance. Additionally, the successful applicant will be responsible for generating pre-bills drafts on a monthly basis.Key...
-
Financial Planning Professional
3 weeks ago
New York, New York, United States Wellington Adams Financial Group Full timeAt Wellington Adams Financial Group, we're committed to helping our clients achieve their financial goals. As a Financial Advisor, you'll be part of a collaborative and supportive environment where you can grow your career.About UsWe're a boutique financial planning and investment advisory firm dedicated to delivering personalized service and expert advice....
-
Financial Services Advocate
7 days ago
New York, New York, United States Voya Financial Full timeJoin Our TeamWe are seeking a talented Financial Services Advocate to join our team at Voya Financial. In this role, you will play a critical part in delivering exceptional customer service to participants in employer-sponsored retirement plans.About the RoleThe Financial Services Advocate will be responsible for responding to participant inquiries,...
-
Senior Financial Professional
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAbout the Role:Creative Financial Staffing is seeking a dedicated Senior Accountant to join our finance team.As a key member of our team, you will play a crucial part in maintaining financial integrity and supporting our mission through accurate financial reporting and compliance.Key Responsibilities:Prepare and oversee financial statements, budgets, and...
-
Senior Financial Analyst
7 days ago
New York, New York, United States Phaxis - Financial Services Full timeAbout Phaxis - Financial ServicesWe are a dynamic company that provides exceptional financial services. Our team is passionate about delivering high-quality solutions to our clients.Salary and BenefitsThe estimated salary for this position is $65,000 - $80,000 per year, depending on experience. We also offer a comprehensive benefits package, including health...
-
Financial Services Professional
5 days ago
New York, New York, United States Gotham Asset Management Full timeGotham Asset Management is seeking a highly motivated and experienced Financial Services Professional to join our team. The ideal candidate will possess a strong understanding of financial accounting and a keen interest in investment management.The successful candidate will have at least one year of professional work experience in a finance-oriented business...
-
Chief Financial Planning Professional NY
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeKey ResponsibilitiesAnalyze financial performance and prepare reports on key metrics, trends, and forecasts to inform strategic decision-making.Collaborate with various departments to provide financial insights and support project evaluations, driving business growth through data-driven recommendations.The ideal candidate will have a strong background in...
-
Strategic HR Business Partner for Phaxis
3 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeAbout Phaxis - Financial ServicesWe are a leading financial services company committed to delivering exceptional results.Our team is passionate about making a difference in the lives of our clients and stakeholders.Salary and BenefitsThe estimated salary for this role is $65,000 - $85,000 per year, depending on experience.We offer a comprehensive benefits...
-
Experienced Financial Professional
3 weeks ago
New York, New York, United States Prudential Financial Full timeWe are seeking a highly skilled Financial Advisor to join our team at Prudential Financial. As an advisor, you will be responsible for working with our existing book of clients and leveraging our industry-leading platform to grow your practice.We offer a competitive compensation package, including a base salary of $90,000, plus a high payout structure of up...
-
Financial Services Intern
3 weeks ago
New York, New York, United States Voya Financial Full timeAbout the OpportunityThis role offers an exciting chance to contribute to the servicing of key intermediary sales relationships. As a financial services intern, you will develop a deep understanding of major financial intermediaries and collaborate with Business Development Managers to build effective solutions using Voya Investment Management resources and...
-
Senior Financial Services Coordinator
3 weeks ago
New York, New York, United States Cetera Financial Group Full timeJob SummaryWe are seeking a highly organized and detail-oriented Senior Financial Services Coordinator to support our Registered Representatives with their day-to-day investment practice. This role is ideal for someone with 3+ years of experience in the financial services industry, who is passionate about delivering exceptional client service.In this role,...
-
Financial Services Professional
3 weeks ago
New York, New York, United States TD Bank Group Full timeJob OverviewWe are seeking a highly skilled and detail-oriented Financial Services Professional to join our team at TD Bank Group. As a key member of our Wealth Management division, you will play a critical role in providing exceptional client service and support.About the RoleThis is a unique opportunity to leverage your skills and experience to deliver...