Operations Fund Services Analyst

Location: New York, NY
Contract: Contract Opportunity
Pay Rate: $33/hour
Experience: 0–2 Years
Function: Asset Management Operations
Team: Fund Services
Level: Junior / Entry Level

Position Overview

The Fund Services Analyst will support the setup, launch, and ongoing life cycle management of investment funds. This role works closely with internal teams and external service providers to coordinate fund launches and life cycle events while ensuring activities are completed accurately and on schedule.

This is an excellent opportunity for an early-career professional to gain hands-on experience in asset management operations, investment products, fund operations, and project coordination.

Key Responsibilities

• Support fund launches, setup activities, and ongoing fund life cycle events.

• Coordinate with internal business teams and external service providers.

• Track deliverables, deadlines, and project milestones.

• Assist with analysis, documentation, and operational processes.

• Identify issues, escalate appropriately, and help ensure timely resolution.

• Follow established procedures while maintaining accuracy and attention to detail.

• Manage multiple priorities in a fast-paced, team-oriented environment.

Basic Qualifications

• 0–2 years of relevant experience; asset management or financial services experience is a plus.

• Strong organizational and time-management skills.

• Excellent written and verbal communication skills.

• Strong attention to detail and ability to meet deadlines.

• Ability to manage multiple tasks and priorities.

• Comfortable working collaboratively and following established processes.

• Professional, dependable, and able to handle confidential business information.

• Interest in investment products, fund operations, and asset management.

Preferred Qualifications

• Exposure to asset management operations or program/project management.

• Academic or internship experience related to finance, investments, business

Job Title: Finance Data Product / Project Manager
New York, NY

Job Summary

We are seeking a Finance Data Product / Project Manager to lead data initiatives from initial problem definition through engineering-ready specifications and delivery. This role partners closely with Finance, Data Governance, Business Systems, and technology teams to drive alignment, manage dependencies, mitigate risks, and deliver data solutions that support business objectives.

Required Skills & Experience

• Experience managing Finance, data, analytics, or technology initiatives from concept through delivery.
• Strong understanding of data management, business requirements, and cross-functional project delivery.
• Proven ability to work with Finance and technology stakeholders at multiple levels.
• Strong communication, facilitation, organization, and stakeholder-management skills.
• Hands-on experience with Excel and SQL; working knowledge of Python and AI-assisted tools.
• Ability to translate complex or ambiguous business problems into clear technical requirements and actionable solutions.
• Experience managing project roadmaps, dependencies, risks, issues, and executive-level communications.

Job Title: Third-Party Risk Project Manager
New York, NY

Job Summary
The Third-Party Risk Project Manager will lead the planning, execution, and delivery of projects related to third-party/vendor risk management. This role is responsible for defining project scope, developing and managing timelines, coordinating resources, tracking deliverables, and ensuring projects are completed on time and within established standards.

Key Responsibilities

• Lead third-party risk projects from initiation through completion, ensuring delivery of defined objectives and milestones.

• Define project scope, deliverables, objectives, and success measures in collaboration with key stakeholders.

• Develop detailed project plans, schedules, timelines, and resource requirements.

• Manage project resources, including staffing, budgets, tools, and other required resources.

• Monitor project progress, identify risks and issues, and implement corrective actions as needed.

• Coordinate and communicate with senior management, project teams, and business stakeholders regarding project status and deliverables.

• Establish project documentation, reporting, and governance processes to ensure information is accurately maintained and secured.

• Review project deliverables and work quality to ensure compliance with established standards.

• Manage project team members, including participation in interviewing, selection, and resource allocation.

• Maintain project schedules and adjust priorities and resources as business needs change.

• Evaluate completed projects and provide recommendations for process improvements and future initiatives.

Qualifications

• Bachelor’s degree required.

• Experience managing projects involving third-party risk, vendor risk, or financial services risk management.

• Proven ability to manage complex project timelines, deliverables, and competing priorities.

• Strong organizational, communication, and stakeholder management skills.

• Strong proficiency with Microsoft Project, Excel, and PowerPoint.

• Experience working with cross-functional teams and senior stakeholders.

• PMP certification preferred.

Job Title: Junior Designer – Analyst
Location: New York, NY 10282 (Onsite)
Duration: 1 year – longer if possible
Pay Rate: $33.00/HR (Rate is firm)
Work Schedule: M-F 9-6
Portfolio: Portfolio of designer’s work as weblink or PDF is required.

Role Overview

• This Analyst, Designer will sit within the in-house design team in Asset Management Marketing in New York. This role is responsible for conceptualizing and executing high-quality visual assets that communicate the firm’s market insights, product offerings, and brand values.
• The designer must balance creative innovation with strict regulatory compliance and global brand standards. This role will execute at a creative level but is also required to perform essential production and formatting work.
• The workload is structured as approximately 60% creative design and 40% production & formatting. The ideal candidate is a versatile designer who is equally comfortable designing for digital/web environments and preparing assets for physical print production.

Key Responsibilities

Creative Design (60%)

• Conceptualization & Ideation: Collaborate with marketing strategists to brainstorm and design visually compelling campaigns, digital assets, and print collateral.
• Campaign Asset Creation: Design high-fidelity web banners, social media graphics, and email assets for business focus campaigns.
• Infographics: Translate complex financial data, market outlooks, and economic data into clean, modern, and easy-to-understand infographics.

Production & Formatting (40%)

• Template Management & Versioning: Update, format, and maintain existing marketing collateral, pitch books, and product materials in monthly or quarterly cadence.
• Insights: Support content and product team s ad hoc insights by creating header image and data visualization for webpages
• Event Branding & Environmental Design: Adapt and elevate established brand standards to design cohesive visual assets for high-profile client events and conferences. Apply existing brand guidelines to stage backdrops, digital and directional signage, step-and-repeats, and custom booth layouts.
• Presentation Support: Refine and format high-stakes PowerPoint presentations, ensuring correct use of templates, typography, and brand consistency.

Key Qualifications & Technical Skills

• Experience: 1-3 years of professional design experience, preferably within financial services, corporate marketing, or an agency environment.
• Education: Bachelor s degree in Graphic Design, Visual Communications, or a related field.
• Adobe Creative Cloud: Expert knowledge of Illustrator (vector graphics), Photoshop (image editing), and InDesign (multi-page document layout). Aftereffects, Director and other motion software a plus.
• Figma: Advanced proficiency in Figma for layout design, prototyping, and utilizing component libraries.
• Microsoft Office: Advanced knowledge of PowerPoint and Word to ensure seamless integration of design assets into corporate templates.
• Attention to Detail: Exceptional precision is required to handle complex financial data and regulatory disclosures without errors.
• Organization: Strong organization skills with ability to manage multiple projects at once with tight and competing deadlines.
• Team Player: Team player with excellent communication and interpersonal skills who is open to feedback to refine design.

Job Title: Equities Execution Client Operations Analyst

Location: New York, NY

Duration: 6 Months

Pay Rate: $33/hr W2

Job/Role Description:

• This role supports Equities Execution Client Operations by providing post-trade services for Sales and Trading desks.
• Support the booking and settlement of equity trades while helping ensure the accuracy of client books and records.
• Perform post-trade operational activities including trade processing, settlement, reconciliation, and risk management.
• Work directly with custodians, issuers, and external brokers to resolve issues related to Standing Settlement Instructions (SSI), trade settlement, and outstanding cash or stock breaks.
• Investigate exceptions within internal books and records, identify appropriate resolutions, and escalate issues as necessary.
• Research and respond to operational queries and resolve issues that arise throughout the trade lifecycle.
• Monitor and reconcile trade activity to identify discrepancies and potential operational or financial risk.
• Partner with internal teams and external counterparties to facilitate timely and accurate settlement of transactions.
• Analyze existing processes and procedures to identify opportunities to reduce risk, eliminate repetitive work, and improve operational efficiency.
• Maintain a strong focus on operational controls, risk management, and the accuracy of books and records.
• Help drive superior operational and client service outcomes through effective communication and collaboration.
• Manage multiple processing deadlines throughout the day in a fast-paced financial-services environment.
• Support small projects and operational initiatives and help implement process improvements within a consensus-driven environment.

Required Qualifications

• Bachelor’s degree
• Strong attention to detail with a risk- and control-focused mindset
• Ability to investigate discrepancies, exceptions, and operational issues and identify appropriate resolutions
• Ability to present complex information in a structured, clear, and concise manner
• Ability to work effectively in a fast-paced environment with multiple processing deadlines throughout the day
• Strong analytical, investigative, and problem-solving skills
• Strong interpersonal and communication skills
• Ability to work effectively in a collaborative, team-oriented environment
• Demonstrated interest in process improvement and identifying operational inefficiencies
• Ability to manage small projects and initiatives
• Ability to influence others and implement change within a consensus-driven environment
• Strong organizational skills with the ability to manage multiple priorities
• Commitment to operational risk management, controls, and accurate processing