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abm event marketing manager, aws americas customer, industry, & partner marketing Jobs in New York

account manager partner success specialist financial services and investors

World Economic Forum

<div><div><i>Please Note: This role requires the ability to work on site 3 days per week per company policy.</i></div><div></div><div><i>
The annual salary range for this role is $90,000-105,000 in New York.</i></div><div></div><div>
The World Economic Forum is an international organization that brings together leaders from business, government, academia, and civil society to discuss and address global challenges to improve the state of the World.</div><div></div><div>
As a membership organization, the Forum, engages businesses in communities and initiatives to address industry, regional and systemic issues.</div><div></div><div>
The Partner Success (account management) team, part of the Global Industries Team, focuses on delivering the outstanding quality of engagement to the 900+ <div>Forum Partners</div>, seamlessly across all <div>industries</div> and geographies.</div><div></div><div>
We are currently searching for an Account Manager (Partner Success Specialist), who will focus on building and reinforcing interactions with Partner representatives from the Financial Services and Investors Industries (Banking and Capital Markets, Private and Institutional Investors, Insurance and Asset Management, and Real Estate).</div><div></div><div>
Responsibilities include:</div><ul><li><div>
Responsible for maintaining ongoing Partner engagement with the Forum, through building and maintaining relationships with Partner representatives</div></li><li><div>
Ensure retention by delivering on tailored engagement plans for Partners to address their priorities and deepen their engagement in relevant Forum activities</div></li><li><div>
Onboard new Partners into the Forum ecosystem by building strong working relationships with Partner representatives and by ensuring the appropriate information is diligently documented in Forum systems including Salesforce</div></li><li><div>
Monitor partner news and health to flag potential risks for engagement, help course correct actual engagement in line with engagement plan</div></li><li><div>
Lead Partners&rsquo; event preparation for institutional events (including event invitation, registration process, participant agendas, speaking roles and logistics)</div></li><li><div>
Contribute to identifying areas of process optimisation and automation to ensure a flawless Partner engagement experience</div></li></ul><div></div><div>
To be successful, an Account Manager (Partner Success Specialist) should:</div><ul><li><div>
Build relationships with Partner representatives to develop and execute on engagement plans based on their business priorities and relevant trends for their industry sectors</div></li><li><div>
Understand and proactively manage Partner retention and engagement metrics and resulting actions</div></li><li><div>
Ensure Salesforce is used to its full capacity and that Partner information is duly documented, up to date, and available to all</div></li><li><div>
Foster a &lsquo;One-Forum&rsquo; approach, with immediate Account Team and internal product teams, Centres, community, and industry teams to help guarantee optimal Partner engagement experience</div></li></ul><div></div><div>
Preferred Requirements and Experience:</div><ul><li><div>
Bachelor's degree or equivalent, relevant industry is a plus</div></li><li><div>
3+ years of professional work experience</div></li><li><div>
Successful track record in account management and business relationship development, including proven ability to engage with multiple functions and business lines within an organization</div></li><li><div>
Demonstrated ability to prioritise in managing complex portfolios</div></li><li><div>
Excellent communication and presentation skills, with a strong command of English</div></li><li><div>
Capacity to apply critical thinking, synthesize various viewpoints, consult broadly, work collaboratively in a team</div></li><li><div>
Digital mindset and capabilities</div></li><li><div>
Strong research and analytical skills</div></li><li><div>
Occasional travel up to 15%</div></li></ul><div></div><div>
Why work at the Forum:</div><div></div><div>
The Forum believes that progress happens by bringing together people from all walks of life who have the drive and the influence to improve the state of the world by building awareness and cooperation, shaping mindsets and agendas, and driving collective action. Join us and become a driver for positive change!</div></div>

Account Manager, Partner Success Specialist, Financial Services and Investors

TP ICAP

<div><div><p><b>Group Overview
</b></p></div><p>The TP ICAP Group is a world leading provider of market infrastructure.
</p><p></p><p>Our purpose is to provide clients with access to global financial and commodities markets, improving price discovery, liquidity, and distribution of data, through responsible and innovative solutions.
</p><p></p><p>Through our people and technology, we connect clients to superior liquidity and data solutions.
</p><p></p><p>The Group is home to a stable of premium brands. Collectively, TP ICAP is the largest interdealer broker in the world by revenue, the number one Energy &amp; Commodities broker in the world, the world&rsquo;s leading provider of OTC data, and an award winning all-to-all trading platform.
</p><p></p><p>The Group operates from more than 60 offices in 27 countries. We are 5,300 people strong. We work as one to achieve our vision of being the world&rsquo;s most trusted, innovative, liquidity and data solutions specialist.
</p><p></p><p><b>About Liquidnet
</b></p><p>Liquidnet is a leading technology-driven, agency execution specialist that intelligently connects the world&rsquo;s investors to the world&rsquo;s investments. Since our founding in 1999, our network has grown to include more than 1,000 institutional investors that collectively manage $33 trillion in equity and fixed income assets. Our network spans 46 markets across six continents. We built Liquidnet to make global capital markets more efficient and continue to do so by adding additional participants, enabling trusted access to trading and investment opportunities, and delivering the actionable intelligence and insight that our customers need.
</p><p></p><p><b>Role Overview
</b></p><p>Liquidnet is seeking an business analyst to join the Fixed Income electronic trading technology team in London. The successful candidate will partner with on and off-shore engineering teams, product development, sales and central architecture functions to pioneer the evolution of our trading system to meet business expansion goals.<br>
<br>
</p><p><b>Role Responsibilities
</b></p><p>The role encompasses the elicitation and communication of requirements for changes to Liquidnet and TP ICAP IT systems supporting Liquidnet. The successful candidate will be required to:
</p><ul><li><p>Participates in the analysis of stakeholder objectives and produce clear documentation of requirements for Technology projects
</p></li><li><p>Agree documented user requirements with business and IT stakeholders
</p></li><li><p>Coordinate, hold and lead requirements gathering and process definition workshops with the business. Monitor, track issues, risks and dependencies on analysis and requirements work
</p></li><li><p>Contribute to the definition of business architecture and business solution design
</p></li><li><p>Work closely with Solution Architects and Development teams to define Technology solutions
</p></li><li><p>Participate and drive execution and delivery of strategic roadmaps
</p></li><li><p>Ensure scrum master / project manager is kept apprised of the status of the assigned projects and activities
</p></li><li><p>Ensure that appropriate levels of service are provided to meet current and future business needs
</p></li><li><p>Manage ad-hoc tasks as required
</p></li></ul><p></p><p><b>Experience / Competences
</b></p><p>Essential
</p><ul><li><p>Proven experience operating as a Business Analyst in Financial Services Technology, ideally within an Agile development environment
</p></li><li><p>Ability to construct standard business workflow diagrams
</p></li><li><p>Strong problem solving, documentation and ability to work to tight deadlines
</p></li><li><p>Ability to work on multiple projects whilst managing multiple deadlines and differing priorities
</p></li><li><p>Ability to self-start, identify tasks required independently to fulfil project deliverables and work as a team member
</p></li><li><p>Writing skills - ability to produce documents in a clear, accurate and compelling manner
</p></li><li><p>Experience in the Credit Markets and Credit Trading domains
</p></li><li><p>Excellent communication skills and stakeholder management at all levels; strong presentation skills
</p></li><li><p>Excellent attention to detail, highly organised with a proactive approach
</p></li><li><p>Strong analytical ability and problem solving skills
</p></li></ul><p></p><p>Desired
</p><ul><li><p>BS/BA degree or higher in Computer Science or related Engineering field
</p></li><li><p>Prior experience in high volume/low latency electronic trading systems, such as those used for Equities, FX, and/or Futures
</p></li><li><p>Experience with vendor platforms (e.g. ION), RFQ platforms (e.g. MarketAxess) and FIX connectivity
</p></li><li><p>Ability to provide detailed and meaningful interpretation of information in a concise manner
</p></li><li><p>Ability to use own initiative, with strong personal organisation skills to work to tight deadlines
</p></li><li><p>Ability to develop new skills and understand new technology as required
</p></li><li><p>People management / Team leadership
</p></li><li><p>Service oriented and adaptable and resilient
</p></li><li><p>Results oriented and personal accountability
</p></li></ul><p></p><p><b>Job Band &amp; Level
</b></p><ul><li><p>Manager, 6
</p></li></ul><p></p><p><b>Annual Salary
</b></p><ul><li><p>$120,000 - $130,000
</p></li></ul><p></p><p><b>Not The Perfect Fit?
</b></p><p>Concerned that you may not meet the criteria precisely? At TP ICAP, we wholeheartedly believe in fostering inclusivity and cultivating a work environment where everyone can flourish, regardless of your personal or professional background. If you are enthusiastic about this role but find that your experience doesn't align perfectly with every aspect of the job description, we strongly encourage you to apply. You may be the ideal candidate for this position or another opportunity within our organisation. Our dedicated Talent Acquisition team is here to assist you in recognising how your unique skills and abilities can be a valuable contribution. Don't hesitate to take the leap and explore the possibilities. Your potential is what truly matters to us.
</p><p></p><p><b>Company Statement
</b></p><p>We know that the best innovation happens when diverse people with different perspectives and skills work together in an inclusive atmosphere. That's why we're building a culture where everyone plays a part in making people feel welcome, ready and willing to contribute. TP ICAP Accord - our Employee Network - is a central to this. As well as representing specific groups, TP ICAP Accord helps increase awareness, collaboration, shares best practice, and holds our firm to account for driving continuous cultural improvement.
</p><p></p><p><b>Location
</b></p>USA - 200 Vesey Street - New York, NY</div>

Senior Business Analyst

Jefferies

<div>
 <p>
  Jefferies Wealth Management Cross Border Manager Administrative Assistant:
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Role Overview
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  Jefferies Wealth Management is seeking a highly organized, proactive, and bilingual Administrative Assistant to support the Cross-Border Manager. This role is central to the operational success of a fast-paced international team, requiring a unique blend of executive support, project coordination, and cultural diplomacy. The ideal candidate will act as a "force multiplier" for the Executive, managing complex global logistics and acting as a professional liaison for internal and external stakeholders across the Americas.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Primary Areas of Responsibility
  </strong>
  :
 </p>
 <p>
  <br/>
 </p>
 <p>
  <em>
   Executive &amp; Business Management
  </em>
 </p>
 <ul>
  <li>
   Calendar &amp; Correspondence: Proactively manage a complex, shifting calendar; prioritize meeting requests and screen high volumes of emails to ensure the Executive focuses on top-tier priorities.
  </li>
  <li>
   Global Logistics: Coordinate intricate domestic and international travel itineraries, including visa processing, multi-time zone logistics, and timely expense reporting.
  </li>
  <li>
   Communication Liaison: Provide professional phone coverage and serve as the primary point of contact for global teams, advisors, and ultra-high-net-worth clients.
  </li>
  <li>
   Confidentiality: Handle sensitive financial data and personnel information with absolute discretion and professional integrity.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <em>
   Project Coordination &amp; Operations
  </em>
 </p>
 <ul>
  <li>
   Strategic Tracking: Assist with the execution of strategic projects, tracking deadlines, and ensuring milestones are met across the team.
  </li>
  <li>
   Onboarding Support: Facilitate the onboarding process for new teams, ensuring a seamless integration into the Jefferies ecosystem.
  </li>
  <li>
   Reporting: Prepare daily, weekly, and monthly business reports for the Executive, ensuring data accuracy and professional presentation.
  </li>
  <li>
   Cross-Functional Collaboration: Partner effectively with Supervision, Compliance, Legal, and Wealth Management specialists to streamline business workflows.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Success Measures:
  </strong>
 </p>
 <ul>
  <li>
   Operational Excellence: Achievement of a "zero-friction" environment for the Executive regarding travel, scheduling, and documentation.
  </li>
  <li>
   Stakeholder Synergy: Successful establishment of rapport with global teams and internal departments (Legal/Compliance) within the first 90 days.
  </li>
  <li>
   Proactive Problem Solving: Ability to anticipate needs and resolve logistical or administrative hurdles before they escalate.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Minimum Requirements:
  </strong>
 </p>
 <ul>
  <li>
   Experience: 2-5+ years of executive support experience, specifically within the Financial Services industry (Wealth Management, Private Banking, or Investment Banking preferred).
  </li>
  <li>
   Education: Bachelor&rsquo;s degree from an accredited institution.
  </li>
  <li>
   Technical Skills: Advanced proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint) and a high level of comfort learning CRM and account management systems.
  </li>
  <li>
   Interpersonal Range: Exceptional communication skills with the ability to interface with diverse global teams and senior leadership.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Preferred Qualifications
  </strong>
 </p>
 <ul>
  <li>
   Language: Full professional fluency in Spanish (written and verbal) is heavily desired.
  </li>
  <li>
   Portuguese Fluency: Highly desirable to support the broader Latin American market.
  </li>
  <li>
   Industry Credentials: Relevant industry certifications or familiarity with FINRA regulatory environments.
  </li>
  <li>
   Agility: Proven ability to thrive in a high-pressure, "always-on" global business environment
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Location and hours:
  </strong>
 </p>
 <ul>
  <li>
   Hourly with overtime available
  </li>
  <li>
   NYC (preferred) or Miami, FL
  </li>
  <li>
   T-Th in office (work from home equipment supplied)
  </li>
  <li>
   Start time to be discussed with Manager -- can be 7:00 to 8:30 with corresponding end time of 4:00-5:30.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Primary Location: New York, NY. Full time Salary Expectations: $95,000-$110,000
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   About Us
  </strong>
 </p>
 <p>
  Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual&rsquo;s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
 </p>
</div>


Administrative Assistant - Wealth Management

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Become part of a team providing customized financing and payment solutions to top-tier commercial real estate owners, investors, operating companies, and trusts!</p><p>
CTL is the leading provider of debt capital and banking services for the commercial real estate industry, serving operators nationwide with tailored financing solutions for acquisition and refinancing. With over 1,000 employees across the U.S., CTL delivers a full suite of banking services through locally based experts and personalized service.</p><p><br>
CTL is seeking a talented Project Management (PM) Associate to join our team. In this high-impact role, you will partner closely with the Co-Head of CTL and Project Management Director of Sales to drive operational excellence and lead strategic initiatives. You will provide advanced analytical and administrative support while coordinating cross-functional projects that enhance productivity and communication across the organization.</p><p><b>
Job Responsibilities:</b></p><ul><li>
Serve as a trusted partner to the Head of CTL, making decisions, crafting communications, and advocating for team priorities</li><li>
Promote transparent and effective information flow between leadership and key departments</li><li>
Actively drive meeting discussions and ensure team perspectives are recognized</li><li>
Manage projects from initiation through implementation, ensuring timely delivery and successful outcomes</li><li>
Prepare, organize, and coordinate briefing materials, reports, and presentations for executive meetings</li><li>
Gather, analyze, and present project data and insights to inform decision-making</li><li>
Maintain comprehensive records from meetings and translate discussions into actionable items</li><li>
Identify opportunities to enhance operational efficiency and recommend solutions</li><li>
Track key metrics, sales, and technology initiatives to ensure alignment with business goals</li><li>
Provide ad hoc project support as needed</li><li>
Collaborate with the administrative team to deliver executive-level support, including managing schedules, travel logistics, expense reporting, and coordinating meetings and events</li></ul><p><b>
Required Qualifications, Capabilities, and Skills:</b></p><ul><li>
Exceptional interpersonal skills and ability to build strong relationships with stakeholders</li><li>
Adaptability to changing circumstances and dynamic environments</li><li>
Strong judgment and capability to handle confidential and sensitive information</li><li>
Proficiency in Microsoft Word, Excel, and PowerPoint</li><li>
Experience influencing outcomes, driving change, and delivering results in complex environments</li><li>
Exceptional problem-solving, communication, and stakeholder management skills</li><li>
Proven experience in project management, events management, or a leadership role</li><li>
Strong background in administrative support, managing executive-level tasks</li><li>
High level of integrity, discretion, and professionalism</li><li>
Advanced organizational skills and attention to detail</li><li>
Strong sense of urgency, self-starter, and ability to work independently, Able to manage multiple priorities and operate autonomously in a fast-paced environment</li></ul><p><b>
Preferred Qualifications, Capabilities, and Skills:</b></p><ul><li>
3+ years in management consulting, strategy, or operational leadership (financial services/mortgage banking preferred)</li><li>
2+ years&rsquo; experience in chief of staff, communications, or administrative roles</li><li>
Bachelor&rsquo;s Degree in Real Estate, Accounting, Finance, Data Analytics, Business, or related discipline</li><li>
Familiarity with commercial real estate or financial services industry</li><li>
Experience with Adobe InDesign, Photoshop, or equivalent design software</li><li><p>
Experience with project management software and designing SharePoint sites</p><p>
</p></li></ul><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.<br>
<br>
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients&mdash;including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.</div></div>

Project Management Associate – Commercial Term Lending - Associate

Moelis & Company

<div>
 <em>
  We are passionate about our business and our culture, and are seeking individuals with that same drive.
  <br/>
  <br/>
 </em>
 <em>
  Your application will not be considered if you have not completed the Suited assessment and shared your score with Moelis. Additional information about the assessment below. This is a requirement for the application process.
  <br/>
  <br/>
 </em>
 Moelis has partnered with the screening platform Suited to help us better understand our applicants. Suited uses assessments to holistically and objectively understand what makes you unique. In addition to your academic background and experience, the traits and competencies captured by these assessments are predictive of on-the-job success, while reducing bias in the screening process.
 <br/>
 <br/>
 Complete the
 <strong>
  Suited assessment here.
  <br/>
  <br/>
 </strong>
 To learn more about the assessments, please visit: Resource Guide for Investment Banking Candidates
 <br/>
 <br/>
 <strong>
  Overview
  <br/>
  <br/>
 </strong>
 Moelis Private Capital Advisory (&ldquo;PCA&rdquo;) is a global business that provides strategic advisory and distribution to private fund sponsors including primary fundraising, tailored capital raise solutions, and secondary market advisory. Combined with the Firm&rsquo;s leading financial sponsor franchise, sector expertise and M&amp;A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. The Secondary Advisory team at Moelis &amp; Company is global team focused on advising financial sponsors and institutional investors on a wide range of strategic liquidity solutions across the private capital universe. The team works closely with industry and product groups across Moelis to provide relevant market insight, structuring advice, and best-in-class execution to clients. As a member of the team, successful candidates will be responsible for providing advisory, structuring, and execution services to clients with investments across the private capital universe.
 <br/>
 <br/>
 <strong>
  Position Description
 </strong>
 <strong>
  :
  <br/>
  <br/>
 </strong>
 The Analyst position at Moelis offers exposure to all aspects of the GP-led secondary market including single- and multi-asset continuation vehicles, tender offers, structured preferred equity solutions, and NAV loans, GP stake sales, and various other financing solutions for sponsors and their portfolio companies. The Analyst will work closely with professionals throughout the firm to deliver high quality advice to clients.
 <br/>
 <br/>
 <strong>
  Responsibilities include:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Perform company- and fund-level due diligence, prepare marketing materials (CIMs, Teasers, etc.) and other transaction-related documentation
  </li>
  <li>
   Financial analysis and modeling including LBOs, continuation fund models, waterfalls
  </li>
  <li>
   Assist in managing buy-side investor outreach and due diligence (e.g., sponsor team meetings, management team meetings, on-site diligence visits)
  </li>
  <li>
   Contribution in preparing responses to due diligence requests from potential secondary investors
  </li>
  <li>
   Communicate and collaborate regularly with Moelis&rsquo; industry and financial sponsor coverage team members
  </li>
  <li>
   Maintain databases of secondary market transactions, buy-side investors (profiles, strategies, investment preferences), broader market data to assist with marketing materials
  </li>
  <li>
   Communicate regularly with buy-side investors (secondary investors, family offices, SWFs, insurance firms, FoFs, asset managers, etc.)
  </li>
  <li>
   Conduct secondary market research including identifying trends in the alternatives investment industries
  </li>
  <li>
   Conducting ad hoc industry research
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
 </strong>
 <strong>
  :
  <br/>
  <br/>
 </strong>
 Candidates for the Analyst position should exhibit a strong history of academic achievement as well as possess the following attributes:
 <br/>
 <br/>
 <ul>
  <li>
   Minimum of 1-2 years post-college financial services experience (investment banking, private equity, consulting, transaction services, etc.)
  </li>
  <li>
   Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
  </li>
  <li>
   Understanding of the private equity and secondaries industry
  </li>
  <li>
   Knowledge of basic accounting and financial concepts; ability to analyze and value businesses
  </li>
  <li>
   A drive for results, and ability to perform well under pressure and against tight deadlines
  </li>
  <li>
   Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients
  </li>
  <li>
   Strong multi-tasking skills
  </li>
  <li>
   Excellent analytical and presentation skills
  </li>
  <li>
   Exceptional Microsoft Office suite (Excel a must) and financial reporting skills
   <br/>
   <br/>
  </li>
 </ul>
 <em>
  We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
 </em>
 <em>
  religion, color, sex (including pregnancy
 </em>
 <em>
  and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
 </em>
 <em>
  This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
 </em>
</div>


Investment Banking Analyst, Private Capital Advisory - New York

Career Group

<div>
 <p>
  <strong>
   Executive Assistant / Office Manager
  </strong>
 </p>
 <p>
  <strong>
   Location:
  </strong>
  Union Square Area
 </p>
 <p>
  <strong>
   Work Model:
  </strong>
  Hybrid, onsite 4 days, 1 remote &ndash; flexibility as needed
 </p>
 <p>
  <strong>
   Hours:
  </strong>
  9:00 AM &ndash; 5:00 PM with flexibility
 </p>
 <p>
  <strong>
   Compensation:
  </strong>
  $100,000&ndash;$140,000 base (DOE) + discretionary bonus
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   The Opportunity
  </strong>
 </p>
 <p>
  A global venture capital firm is seeking an experienced
  <strong>
   Executive Assistant / Office Manager
  </strong>
  to support one of their Partners while overseeing the day-to-day operations of our New York office.
 </p>
 <p>
  The Office Management component is maintenance-focused &mdash; systems and vendors are already in place.
 </p>
 <p>
  This is an ideal opportunity for a proactive, detail-oriented EA who enjoys high-level support, light operations, and working in a fast-moving but relaxed environment.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <p>
  <strong>
   Executive Support
  </strong>
 </p>
 <ul>
  <li>
   Provide high-level administrative support to Partner, including:
  </li>
  <li>
   Calendar management and meeting coordination
  </li>
  <li>
   Domestic and international travel planning
  </li>
  <li>
   Expense management
  </li>
  <li>
   Light backup support to an additional executive
  </li>
  <li>
   Handle occasional personal support requests
  </li>
 </ul>
 <p>
  <strong>
   Office Management
  </strong>
 </p>
 <ul>
  <li>
   Oversee day-to-day operations of the NYC office
  </li>
  <li>
   Manage vendor relationships (IT, cleaning, snacks, security, etc.)
  </li>
  <li>
   Maintain office and equipment inventory
  </li>
  <li>
   Greet guests and coordinate meeting logistics
  </li>
 </ul>
 <p>
  <strong>
   Projects &amp; Events
  </strong>
 </p>
 <ul>
  <li>
   Support internal and external events as needed (venue sourcing, vendors, on-site coordination)
  </li>
  <li>
   Assist with special projects such as research, policy documentation, filing, and software evaluation
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Who You Are
  </strong>
 </p>
 <ul>
  <li>
   A clear, concise communicator with excellent judgment
  </li>
  <li>
   Highly organized, detail-oriented, and proactive
  </li>
  <li>
   Able to see the big picture and help executives prioritize effectively
  </li>
  <li>
   Resourceful self-starter with strong follow-through
  </li>
  <li>
   Comfortable with both strategic work and hands-on tasks &mdash; no job too big or too small
  </li>
  <li>
   Calm, flexible, and adaptable in a dynamic environment
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <ul>
  <li>
   <strong>
    2&ndash;5+ years
   </strong>
   of experience as an Executive Assistant
  </li>
  <li>
   Financial services background strongly preferred (VC, PE, hedge fund, banking); tech backgrounds also considered
  </li>
  <li>
   Based in NYC and able to work onsite Monday&ndash;Thursday
  </li>
  <li>
   Strong interpersonal skills and comfort interacting with senior executives, founders, and investors
  </li>
  <li>
   Ability to work autonomously and take ownership
  </li>
  <li>
   High ethical standards and discretion
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Preferred
  </strong>
 </p>
 <ul>
  <li>
   Experience with office or business operations
  </li>
  <li>
   Event planning experience
  </li>
  <li>
   Prior experience in asset management
  </li>
  <li>
   Bachelor&rsquo;s degree
  </li>
 </ul>
 <p>
 </p>
</div>


Executive Assistant Office Manager

Gen II Fund Services

<p></p><div><p><b><i>Data &amp; AI Architect / Lead Data Engineer</i></b></p><br>
<p></p>
<p><b><i>
Who is Gen II?</i></b><br>
<br>
Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration.</p>
<p>
With offices in the US and Europe, we&rsquo;re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.</p>
<p>
Careers mean more at Gen II &ndash; more opportunity, more innovation, and more ideas! You&rsquo;ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You&rsquo;ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.</p>
<p>
www.gen2fund.com</p><br>
<p></p>
<p><b><i>
What&rsquo;s the role?</i></b></p>
<p>
Lead in-house/ partner technical teams to design and build the technical foundation that transforms fragmented fund data into a coherent, scalable, and secure data platform. This hybrid role combines architectural vision with hands-on technical leadership, integrating AI/ML capabilities to deliver the data proposition and associated roadmap.</p>
<p><b><i>
Key Responsibilities</i></b></p>
<h3 class="jobSectionHeader"><b>
Data Architecture &amp; Platform Design &amp; Build</b></h3>
<ul><li>Design and build enterprise data model for fund data across all sources to support the data proposition, leveraging existing solutions where appropriate</li>
<li>Define integration architecture connecting source systems necessary for the data proposition</li>
<li>Create technical roadmap aligned with proposition roadmap &amp; strategy</li>
<li>Evaluate and select technology stack (data warehouse, ETL tools, API gateway, analytics platforms)</li>
<li>Design cloud architecture (Azure preferred) optimized for performance, cost, and scalability</li>
<li>Establish architectural standards, design patterns, and technical documentation</li>
</ul><h3 class="jobSectionHeader"><b>AI/ML Integration &amp; Innovation</b></h3>
<ul><li>Design and build AI/ML integration points leveraging Gen II's existing AI capabilities and solutions</li>
<li>Architect solutions for unstructured data extraction from PDFs, LPA documents, and fund agreements</li>
<li>Develop intelligent data enrichment and validation capabilities using AI/ML models</li>
<li>Explore advanced analytics use cases: predictive modelling, anomaly detection, natural language processing</li>
<li>Partner with Virtusa and other technology vendors on multi-agent AI architecture development</li>
</ul><h3 class="jobSectionHeader"><b>Data Engineering &amp; Pipeline Development</b></h3>
<ul><li>Lead design and development of production data pipelines</li>
<li>Build and maintain data APIs for product consumption with proper versioning and documentation</li>
<li>Implement data transformation layer with business rules engine for calculation and enrichment logic</li>
<li>Optimize pipeline performance and cost efficiency</li>
<li>Establish monitoring, logging, and alerting infrastructure for proactive issue detection</li>
<li>Implement CI/CD practices for automated testing and deployment of data pipelines</li>
</ul><h3 class="jobSectionHeader"><b>Data Governance &amp; Security</b></h3>
<ul><li>Establish data governance framework including lineage, metadata management, and quality standards</li>
<li>Design security and access control framework ensuring data privacy and compliance (GDPR, SOC 2)</li>
<li>Define data retention, archival, and disaster recovery policies</li>
<li>Ensure compliance with regulatory requirements and industry best practices</li>
<li>Collaborate with Data Quality Lead on monitoring and validation frameworks</li>
</ul><h3 class="jobSectionHeader"><b>Team Leadership &amp; Collaboration</b></h3>
<ul><li>Lead in house / partner team of data engineers on technical excellence and best practices</li>
<li>Collaborate with Data Product Manager on feature requirements and technical feasibility</li>
<li>Partner with Gen II's existing technology team and external vendors (Virtusa) on implementation</li>
<li>Participate in agile ceremonies and provide technical guidance to cross-functional teams</li>
<li>Foster engineering culture emphasizing code quality, automation, and continuous learning</li></ul><br>
<p></p>
<p><b><i>
Required Qualifications</i></b></p>
<h3 class="jobSectionHeader"><b>
Experience</b></h3>
<ul><li>8+ years data architecture and engineering experience in financial services</li>
<li>Bachelor&rsquo;s Degree in Computer Science, Software Engineering or related filed.</li>
<li>Proven experience designing and implementing enterprise data platforms from scratch</li>
<li>Strong background in fund administration, asset management, or alternative investments data</li>
<li>Hands-on experience with modern data platforms (Snowflake, Databricks, Azure Synapse)</li>
<li>Experience leading technical teams and working with partners</li>
</ul><h3 class="jobSectionHeader"><b>Technical Skills</b></h3>
<ul><li>Expert-level SQL and strong programming skills in Python (required), with knowledge of Scala/Java (preferred)</li>
<li>Deep expertise in data modelling: dimensional modelling, data vault, graph databases</li>
<li>Hands-on with data orchestration tools and transformation frameworks</li>
<li>Strong API design experience and microservices architecture</li>
<li>Cloud platform expertise, particularly Azure</li>
<li>Experience with AI/ML frameworks and integration (LLMs, document processing, predictive models)</li>
<li>DevOps practices</li>
</ul><h3 class="jobSectionHeader"><b>Domain Knowledge</b></h3>
<ul><li>Deep understanding of fund administration data flows: NAV, capital calls, distributions, waterfall calculations</li>
<li>Familiarity with fund accounting systems and their data structures</li>
<li>Knowledge of regulatory reporting requirements and data governance in financial services</li>
<li>Understanding of private equity fund structures, investment strategies, and performance metrics</li>
</ul><h2 class="jobSectionHeader"><b>Success Metrics (12-Month Targets)</b></h2>
<ul><li>Data proposition launched and active with clients</li>
<li>Production data platform operational with documented architecture and design patterns</li>
<li>AI/ML capabilities integrated: document processing, predictive analytics for 2+ use cases</li>
<li>Data governance framework implemented with automated quality monitoring</li>
<li>Team in place and operating successfully</li></ul><br>
<p></p>
<p><i>
The salary range for this position is $220,000 - $260,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate&rsquo;s experience level.</i></p><p><br>
<b>
Work Arrangement</b><br>
<br>
All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.</p><p><br>
https://gen2fund.com/candidate-privacy-statement/</p></div><p></p>

Data & AI Architect / Lead Data Engineer

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