Banking Financial Services jobs

The VP Credit Risk Model Development Officer is responsible for developing and enhancing the credit risk model system, including credit rating, early warning, and provisioning. The position also involves ongoing model performance monitoring, business-as-usual communication, and vendor management.

This role is responsible for creating and implementing a risk-based coverage plan to oversee the global renewable energy portfolio within the large corporate credit portfolios. Key duties include acting as a subject matter expert in Credit Review, developing and executing a risk-based plan to monitor and examine the portfolio, and performing and reviewing transactional testing of credit process execution controls for new and existing clients.

The Associate will support the Corporate Banking Department by underwriting new credit proposals, managing assets post-lending, providing analytical support, responding to inquiries, and ensuring compliance with KYC/AML and other regulations. Additional responsibilities include preparing term sheets, credit memos, annual reviews, presentation reports, reviewing and negotiating loan documentation, and assisting in the post-lending administration process.

The AVP will support all facets of business development for project finance, infrastructure finance, syndication, M&A finance, and structured finance. The primary goal is to expand the loan portfolio by engaging with customers, understanding their needs, developing marketing strategies, conducting credit analysis, and managing the credit portfolio. Compliance with KYC, BSA, AML, and other regulatory requirements for new and existing loans is essential.

The Deputy Head of Credit Risk will oversee credit decisions and approvals for credit propositions, reviews, temporary excesses, and transaction exceptions within the authorized lending limits. This role involves close collaboration with business units to identify potential opportunities and provide guidance on structuring facilities. The focus will be on Commercial & Industrial (C&I) and Technology, Media, and Telecommunications (TMT) deals.

The Director, Senior Credit Officer will be tasked with evaluating and challenging credit applications from the front office, as well as preparing and presenting executive summaries and recommendations to the Credit Department's management. This role primarily involves handling lending transactions for investment-grade corporates and their financial products, along with high-yield obligors with intricate capital structures and leveraged loans.

The role involves supporting Corporate Loan investing activities through financial analyses, market research, and transaction management, while collaborating with cross-cultural teams. The ideal candidate should have strong analytical skills, financial modeling experience, and the ability to work efficiently in a fast-paced, professional environment.

Boston based Private Family Office seeks Portfolio Manager to join their growing investment team.

Boston based Private Family Office seeks Investment Analyst to join their growing US based investment team.

Boston based Private Family Office seeks private equity investment Associate to join their growing investment team in Boston, MA.

Exciting Corporate Development Associate opportunity looking to get out of the Investment Banking industry

The Loan Administrator is responsible for managing and servicing complex loan transactions, including coordinating deal closings, maintaining credit arrangements, and ensuring compliance with lending policies and regulations. This role requires expertise in loan operation systems, strong organizational skills, and the ability to handle specialized lending products and complex financial transactions with accuracy and attention to detail.

The Middle Office team is seeking an individual with experience in supporting the post execution process for different trade products, including trade confirmation, settlement, and fail resolution. The role involves analyzing and improving processes, assisting with ad hoc requests, and providing steady monitoring of Middle Office applications while reducing operational risk.

• Provides competitive salaries, a structured work environment, and opportunities for career growth, with the chance to develop expertise in compliance with tax laws and labor regulations
• Problem-solving tasks and contribute to employee satisfaction by ensuring timely and accurate pay, and often benefit from a good work-life balance.

We are seeking a motivated and detail-oriented Client Services Associate to join our Banking & Financial Services department in the Business Services industry. This role is ideal for a candidate with a strong customer service background and a passion for the financial sector.

We are seeking a dedicated and meticulous Operations Associate for an exciting position in the Banking & Financial Services industry. The successful candidate will need to demonstrate a high level of accuracy and attention to detail in their work.

This position involves supporting the Credit Control Unit's Vault Custody function, ensuring the timely processing, scanning, and filing of loan documentation, and providing assistance with operational issues related to document custody.

The DTC Settlements Analyst ensures the timely and accurate settlement of securities transactions by coordinating the transfer of securities between buyers and sellers. This person will handle the reconciliation of trade details, resolve discrepancies, and ensure compliance with regulatory and operational standards.

The clearing team is responsible for managing all clients and executing brokers cleared trades and requires a strong and motivated individual to perform top day clearing functions.

This role focuses on managing and overseeing derivative cash flow settlements, including processing, reconciliation, and resolving discrepancies across systems such as 360T, Bloomberg CMS, and FX All Settlement Center. Key responsibilities include verifying client instructions, reconciling netting agreements, investigating CLS and nostro breaks, and collaborating with Finance and Bank staff to address settlement issues.

The Onboarding Consultant will manage the onboarding of new accounts, ensuring accurate processing, compliance, and timely release for trading while maintaining existing accounts to reflect client changes. This role (located on-site in Princeton, NJ) requires strong analytical, organizational, and multitasking skills, along with proficiency in financial operations and tools like Aladdin or Fiserv APL.

Community bank in NYC seeking a team lead/manager level Deposit Operations professional to oversee digital banking and branch support.

This position is for a dedicated and diligent Loan Closer with a strong work ethic and keen attention to detail, who will be responsible for overseeing the finalization of loans in a reputable financial institution.

The Branch Manager contributes to the expansion of market presence, the acquisition of new clients, and the overall success of the organization. Responsibilities include overseeing performance, enhancing customer experience, developing and mentoring team members, managing finances, ensuring compliance, and building strong relationships.

The Assistant Branch Manager will play a pivotal role in the overall success of their branch. They will be ensuring day-to-day operations are completed as necessary, optimizing customer experience, and enhancing team performance.

• Operational due diligence involves on-site visits/meetings with fund managers, verification with various service providers, reference checking, and document reviews.
• A significant portion of the role will entail liaising with external parties while performing due diligence and background checks, as well as reviewing underlying funds' financial and legal documents.

This role will sit within the Operations Oversight & Advisory department. This role will be supporting the back and middle office teams in meeting the requirements of the project.

The Middle Office Consultant will be responsible for providing operational oversight to outsourced activities, as well as supporting key clients and other stakeholder areas and any of their queries.

Commercial real estate development firm seeks Vice President of Asset Management to join their growing firm in Boston, MA.

Our client is looking for a skilled Senior Compliance Auditor who has 3-5 years of experience in compliance auditing within the banking or financial services industry. This role is crucial for ensuring that our operations adhere to regulatory requirements and internal policies.