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Fintech • Software
The Investor Services Supervisor leads a team of contact center representatives, ensuring client satisfaction through effective communication, monitoring productivity, and providing feedback. Responsibilities also include conducting performance reviews, coordinating with management for client engagements, and adhering to company policies.
Fintech • Software
The Site Reliability Engineer will improve monitoring and availability of the Intralinks platform, resolve incidents, analyze root causes, work with R&D on runtime inefficiencies, build diagnostic tools, and configure monitoring systems to ensure operational excellence.
Fintech • Software
The Scrum Master will facilitate Agile ceremonies, coach teams on Agile principles, optimize processes, engage stakeholders, drive Agile transformations, empower teams, and track performance metrics to enhance collaboration and efficiency in product delivery.
Fintech • Software
The Senior Associate will manage daily cash and position reconciliations across various financial instruments, analyze discrepancies, coordinate break resolution processes, oversee trade confirmations, and monitor failures and corporate actions. This role requires a high degree of judgment and resourcefulness, involving leading moderately complex projects and recommending new procedures.
Fintech • Software
The Senior Associate is responsible for daily reconciliation of cash, positions, and transactions across various asset classes, analyzing discrepancies, coordinating break resolution, and tracking corporate actions. The role involves leading moderately complex projects, evaluating complex issues, and recommending new procedures, requiring a Master's degree with 1 year of experience or a Bachelor's with 3 years or high school with 5 years of experience.
Fintech • Software
The Account Executive will establish relationships with C-level and VP-level clients, drive sales processes using Solution Selling techniques, develop strategies to enhance market share, and provide insights into industry trends. Responsibilities include managing sales pipelines, exceeding KPIs, collaborating with cross-functional teams, and utilizing Salesforce CRM for account management.
Fintech • Software
The Associate will apply accounting principles, prepare financial statements, and support private equity clients by managing client relationships, processing transactions, and ensuring accuracy in financial reporting. Responsibilities include bank reconciliations, preparing supporting financial schedules, and collaborating with auditors.
Fintech • Software
The Associate Director - Hedge Fund Accounting will manage client relationships and service deliverables, including daily P&L reporting and Monthly NAV for hedge funds. The role requires collaboration with internal groups, enhancing business processes, and a solid understanding of fund accounting and operational risk.
Fintech • Software
The Software Engineer will develop and implement Cloud IVR/IVA applications, analyze and modify software enhancements, collaborate with stakeholders for technical specifications, and optimize performance through testing and troubleshooting. The role requires a Bachelor's degree and 5 years of experience, focusing on Java, SQL, Spring Boot, and Cloud technologies.
Fintech • Software
The Customer Success Manager will coordinate and complete customer onboarding, platform training, and support for new and ongoing implementations. They will manage customer relationships, work closely with sales teams, and apply company policies to resolve routine issues. The role prepares employees for advancement to Senior CSM.
Fintech • Software
The Account Executive will establish relationships with key decision-makers, develop strategies for market share growth, manage the sales cycle, and ensure clients are up-to-date with product enhancements, all while maintaining accurate CRM records.
Fintech • Software
As a Sales Manager, you will lead a team of Account Executives, managing client relationships primarily with VP and C-level clients in the financial services sector. This role involves strategic account planning, executing sales strategies, meeting revenue goals, and collaborating with cross-functional teams to address customer needs.
Fintech • Software
The Account Executive will establish relationships with key decision-makers at financial institutions, develop strategies to increase market share, manage sales cycles, and ensure clients are updated on product developments. They will track sales growth and activities while maintaining information in the company's CRM system.
Fintech • Software
The Associate Manager, Fund Accounting will support team development, review financial statements, maintain general ledgers for fund clients, manage client deliverables, and improve operational processes. This role requires interaction with auditors and law firms, focusing on alternative investment funds with emphasis on US GAAP compliance.
Fintech • Software
The Client Engagement Manager will interface with clients to understand their needs, gather requirements, and define Deal Service solutions. Responsibilities include preparing cost estimates, managing opportunities, and collaborating with cross-functional teams like Sales and Customer Success to ensure project execution and client satisfaction.
Fintech • Software
The Client Engagement Manager serves as the customer-facing representative responsible for defining Deal Service solutions based on client business needs. This role requires interfacing with Advisors and Corporates, conducting requirement gathering sessions, preparing cost estimates, managing opportunity pipelines, and ensuring project success through collaboration with cross-functional teams.
Fintech • Software
The IVA Business Systems Analyst focuses on improving business processes through technology, ensuring compliance, maintaining documentation, preparing technical reports, analyzing business needs, designing systems, providing recommendations, managing projects, and overseeing the Agile development process.
Fintech • Software
The Implementation Specialist will support client onboarding processes by managing requests, operating a performance reporting application, and communicating proactively with clients. The role requires strong communication and analytical skills, along with a commitment to collaboration and client success.
Fintech • Software
The Manager, Financial Reporting oversees the preparation of financial statements for U.S. and Canadian unregistered investment companies. The role includes leading the reporting process, collaborating with Fund Accounting, supervising junior staff, and communicating with clients and auditors to ensure compliance with accounting standards and timely resolution of issues.
Fintech • Software
The Associate, Real Assets will assist in fund setup, prepare cash projections, calculate fees, and process capital calls. They will also prepare financial statements as per US GAAP/IFRS and create customized reports. The role requires strong analytical skills and a good understanding of financial products and reporting.