Financial Services Operations Specialist
6 days ago
An Investor Relations Operations Associate is needed at a reputable Multi-Billion-Dollar Investment Firm to manage the team inbox, address inquiries from internal and external stakeholders, and complete investor Due Diligence Questionnaires (DDQs). You will also create and update marketing materials, including fund-level PowerPoint presentations, annual meeting decks, investment tear sheets, and investor letters.
The ideal candidate should have 3-5+ years of investor services experience from a fund, fund administrator, or bank. In this role, you will work closely with the valuations team, investment analysts, accounting, compliance, legal, and broader sales teams to fulfill data requests.
Salary: $90,000 - $120,000 per year
This role requires strong organizational and communication skills, with the ability to work in a fast-paced environment and meet deadlines. The company offers an outstanding office culture and incredible benefits, making it an attractive choice for professionals in the financial services industry.
-
Financial Operations Manager
2 days ago
Greenwich, Connecticut, United States Creative Financial Staffing Full timeJob Overview:A prestigious country club seeks a detail-oriented and experienced Financial Operations Manager to oversee and manage financial operations. The ideal candidate will bring a strong background in accounting, excellent organizational skills, and a commitment to providing top-notch service in a collaborative environment.Key...
-
Financial Collections Specialist
6 days ago
Greenwich, Connecticut, United States Payarc LLC Full timeJob DescriptionThe Accounts Receivable Specialist role plays a vital part in maintaining the financial health of our payment processing operations. This position is responsible for overseeing the entire accounts receivable process, ensuring accurate billing, timely collections, and effective communication with clients.We are a technology-driven company that...
-
Talent Acquisition Specialist
2 days ago
Greenwich, Connecticut, United States iCapital Full timeAbout iCapitaliCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our innovative platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.With over $200 billion in...
-
Greenwich, Connecticut, United States Payarc LLC Full timeWe are a payment processing company that empowers people and improves their organizations.Our mission is to provide the tools they need to change the future of their business.The Financial Operations Specialist plays a crucial role in managing the financial health of our payment processing operations. This position oversees the entire accounts receivable...
-
Customer Service Coordinator
7 days ago
Greenwich, Connecticut, United States WELLS FARGO BANK Full timeAbout Wells FargoAt Wells Fargo, we believe that a meaningful career is more than just a job. It's about finding all the elements that help you thrive in one place. Our company culture is built on five core values: opportunity, integrity, diversity, responsibility, and teamwork. We strive to make a positive impact in our communities by contributing to local...
-
Lead Financial Operations Manager
2 days ago
Greenwich, Connecticut, United States Tandym Group Full timeAn innovative investment services company in the Northeast is seeking a seasoned Lead Financial Operations Manager to oversee its portfolio companies' financial management. The ideal candidate will possess strong leadership skills and experience in overseeing external bookkeepers, managing accounts payable processes, and optimizing financial workflows. This...
-
Corporate Financial Analyst
6 days ago
Greenwich, Connecticut, United States Creative Financial Staffing Full timeUnlock Your Potential in Corporate FinanceWe are seeking a highly skilled Corporate Financial Analyst - Revenue Expert to join our team at Creative Financial Staffing. This is an exceptional opportunity for a motivated professional to drive financial growth and contribute to the success of our clients.About the RoleThe ideal candidate will possess a deep...
-
Career as a Financial Services Professional
4 days ago
Greenwich, Connecticut, United States Edward Jones Full timeAbout Edward JonesAt Edward Jones, we are dedicated to partnering with our clients for positive impact. Our purpose is to improve the lives of our clients and colleagues, and together, better our communities and society.We are a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. As a privately-owned...
-
Greenwich, Connecticut, United States Interactive Brokers Full timeJob SummaryThis is a highly specialized role that requires a deep understanding of global financial operations and tax regulations. As the Strategic Tax Director, you will be responsible for leading our Customer Tax team to ensure compliance with US federal, state, and non-US requirements related to client tax reporting, withholding tax, and tax...
-
Appliance Service Specialist
5 days ago
Greenwich, Connecticut, United States A Action Appliance Repair llc Full timeJob OverviewA Action Appliance Repair LLC is a family-owned company that has been servicing major appliance brands in Connecticut, Rhode Island, and Massachusetts since 1961. We are seeking an experienced Appliance Service Specialist to join our award-winning team.
-
Senior Cost Accounting Specialist
2 days ago
Greenwich, Connecticut, United States Creative Financial Staffing Full timeCost Accountant PositionWe are seeking a skilled Cost Accountant to support our manufacturing sector clients in their cost accounting and finance needs.Job Responsibilities:Analyze manufacturing costs, prepare variance reports, and provide insightful recommendations for process improvements.Conduct inventory valuation and ensure compliance with financial...
-
Global Corporate Actions Specialist
6 days ago
Greenwich, Connecticut, United States Interactive Brokers Full timeUnlock a Career in Financial InnovationWe're seeking an experienced Global Corporate Actions Specialist to join our team at Interactive Brokers, a leader in global electronic brokerage services.The ideal candidate will have 2-5 years of targeted Corporate Action experience and be proficient with MS Office suite. They should possess excellent oral/written...
-
Greenwich, Connecticut, United States WELLS FARGO BANK Full timeCompany OverviewAt Wells Fargo Bank, we believe in building strong relationships with our customers. As a leading financial institution, we strive to provide exceptional service and support to help our customers achieve their goals.
-
Commercial Real Estate Finance Specialist
6 days ago
Greenwich, Connecticut, United States Counterpointe Sustainable Real Estate Full timeAs a Commercial Real Estate Finance Specialist at Counterpointe Sustainable Advisors, you will play a vital role in our Loan Originations Team. With a minimum of 1-3 years of experience in commercial real estate, you will be responsible for determining the eligibility of loan submissions for new investments by analyzing their offering memorandums, personal...
-
Nurse Care Specialist
2 days ago
Greenwich, Connecticut, United States Drift Services Full timeJob Summary:">We are seeking a skilled Registered Nurse (RN) to provide high-quality patient care in our team at Drift Services. This is an exciting opportunity for experienced nurses and new graduates alike to join our dedicated healthcare professionals.">About the Role:">The Registered Nurse will be responsible for delivering direct care to patients,...
-
Software Development Specialist
6 days ago
Greenwich, Connecticut, United States Interactive Brokers Full timeUnlock your potential in a dynamic, multi-national team at Interactive Brokers, a global financial services company known for its cutting-edge technology and client commitment.About the RoleWe are seeking a skilled Software Development Specialist to join our Compliance Technology group. As a key member of our team, you will design and develop front-end...
-
Senior Software Optimization Specialist
3 days ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob SummaryInteractive Brokers, a global leader in financial services, is seeking a highly skilled Senior Software Optimization Specialist to join our dynamic team.This exciting opportunity will enable you to leverage your expertise in software development and optimization to drive business growth and success. As a key member of our technology team, you will...
-
Financial Reporting Tax Strategist
6 days ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob OverviewA competitive salary of $170,000 - $220,000 annually, depending on experience.About Interactive BrokersAs a leading global financial services company, we pride ourselves on our commitment to client satisfaction and innovative technology. Our dynamic team collaborates across various functions to deliver value through technological innovation and...
-
Accounts Receivable Specialist
6 days ago
Greenwich, Connecticut, United States Payarc LLC Full timeJob OverviewWe are a technology-driven company, Payarc LLC, dedicated to empowering businesses and organizations through innovative payment processing solutions.This role plays a vital part in our mission by overseeing the entire accounts receivable process, ensuring timely billing, accurate collections, and effective communication with clients.
-
Investment Operations Coordinator
1 week ago
Greenwich, Connecticut, United States Multi-Billion-Dollar Investment Firm Full timeA leading Multi-Billion-Dollar Investment Firm is seeking an Investor Relations professional to join their team.As an Investor Relations Operations Associate, you will be responsible for managing the team inbox, addressing inquiries from internal and external stakeholders, and completing investor Due Diligence Questionnaires (DDQs) for review by senior...