Temporary and
Consulting Positions

Our client, a global financial services firm, is looking for a Cybersecurity Risk Analyst to join the team responsible for strengthening how the bank identifies, measures, and manages cyber risk. In this role, you’ll work closely with the global Risk organization, the CISO group, and technology partners to help maintain the bank’s Cybersecurity & Technology Risk framework and assess risk across key systems—including cloud platforms and third-party providers.  You’ll lead threat-based risk assessments, translate technical findings into clear risk ratings and remediation priorities, and provide constructive “effective challenge” on items like new technology deployments, control gaps, and risk acceptances. 

Responsibilities Include:

• Partner with the global Risk team to help build and maintain the Cybersecurity & Technology Risk Management Framework.
• Lead cyber threat and technology risk assessments across enterprise systems and applications, including cloud platforms and third-party environments.
• Identify and quantify threat-driven risk scenarios using MITRE ATT&CK, develop risk scoring, and communicate remediation priorities to senior stakeholders.
• Collaborate with the CISO organization, technology teams, business partners, and all three lines of defense to enhance control design, compliance, and resilience against emerging threats.
• Partner with CSIRT to support timely monitoring, detection, and response, incorporating incident learnings into ongoing risk assessments and control enhancements.
• Support adherence to cyber risk regulations and standards (e.g., FFIEC, OSFI, NIST) and contribute to internal/external audit readiness.

Requirements Include:

• Bachelor’s degree (Computer Science / Engineering preferred) and 5+ years of experience in information security and/or technology risk roles within a complex environment.
• Strong experience conducting cyber threat and risk assessments for enterprise systems and applications, including cloud security and cloud services.
• Familiarity with key frameworks and regulatory guidance: MITRE ATT&CK, NIST, FFIEC, OSFI (ISO knowledge a plus).
• Background in risk assessment, audit, or second-line oversight (“effective challenge”), ideally within financial services.
• Excellent written and verbal communication skills, with the ability to translate technical findings into clear business impact and present to leadership.
• Relevant certifications preferred: CISSP, CCSP, CISM, CEH (CISA a plus).

Pay: $50/hr-$60/hr

Our client, a growing investment manager ($60B AUM) with offices is NYC and South Florida is seeking a Deal Closing Associate to support the execution of private credit transactions after investment approval, ensuring deals close smoothly from documentation through funding and final handoff. This role will manage closing workflows, coordinate across internal and external parties, and drive timely completion of all closing conditions, cash movements, and operational setup.  Candidates must have 3+ years of experience in private credit closings, loan operations, deal execution, or middle office.

Key Responsibilities

• Support post-origination execution process from approval through closing and funding across private credit transactions
• Assist with closing checklists and coordinate deliverables with internal deal teams, external counsel, borrowers, and agent banks
• Track and resolve outstanding items (conditions precedent, diligence deliverables, executed docs, settlement details)
• Coordinate funding mechanics: validate funding amounts, fees, OID, expense allocations, and wiring instructions
• Ensure accurate loan onboarding/setup with administrators/custodians (facility terms, payment schedules, rates, key dates)
• Maintain complete documentation packages and ensure audit-ready recordkeeping
• Support post-close items including ticklers, reporting requirements, and ongoing loan lifecycle events as needed

Qualifications

• 3+ years of experience in private credit closings, loan operations, deal execution, or middle office
• Strong understanding of loan documentation and funding workflows in direct lending / private credit
• Experience with delayed draw facilities, add-ons, amendments, and multi-lender/club deals
• Familiarity with VPM, Sentry, Portfolio BI

Pay: $50/hr- $60/hr

Our client, a global investment bank, is seeking a Compliance professional with strong broker-dealer experience supporting Sales & Trading activities. This role will focus on risk and control oversight, ongoing monitoring, and compliance testing across equity and fixed income businesses, with exposure to investment banking and research-related regulatory requirements.

Responsibilities include:

• Execute compliance testing as part of the firm’s ongoing monitoring program to assess adherence to federal regulations and internal policies/controls.
• Support a risk and controls framework across Sales & Trading, helping identify, evaluate, and mitigate compliance risks.
• Review and interpret SEC and FINRA rules and guidance impacting broker-dealers.
• Monitor regulatory developments and assess applicability to the business, particularly in investment banking, equity and fixed income sales & trading, and research.
• Partner with business stakeholders to strengthen supervisory controls and ensure appropriate escalation and documentation of issues.

Requirements:

• 5+ years of Compliance experience within a broker-dealer and/or investment bank, with direct support of Sales & Trading activities (required).
• Hands-on experience performing compliance testing/monitoring within an established compliance program.
• Strong knowledge of broker-dealer regulatory requirements, including SEC/FINRA rules, and related risks across Sales & Trading and investment banking.
• Ability to evaluate controls and provide practical guidance in a fast-paced, front-office environment.

Pay: $60/hr-$65/hr
 

Our client, a large international investment bank in Midtown, NY, is looking for an Executive Assistant to support one of the bank’s Compliance Executives. Responsibilities include coordinating internal and external business meetings, screening incoming phone calls, booking travel arrangements, and handling light accounting work such as filing and reporting expenses. The ideal candidate will come with at least two years’ experience as an Assistant for an executive-level professional at a financial services firm, exceptional communication and time management skills, and the ability to manage a rapidly changing schedule.

Responsibilities Include:

• Managing a compliance executive’s calendars, booking travel arrangements, and maintaining travel itinerary
• Screening and directing incoming phone calls
• Coordinating and managing internal meetings
• Assisting with expense filing, management, and reimbursement

Requirements:

• 2+ years’ experience as an Assistant for an executive-level professional, preferably within financial services 
• Exceptional written and verbal communication skills
• Resourceful, analytical, and critical thinking skills

Pay: $35-40/hour

Our client, an Investment Bank located in New York, NY, is seeking a detail-oriented and knowledgeable KYC/AML Compliance Analyst to join their team. This individual will play a key role in supporting the Client Onboarding and Due Diligence process, ensuring compliance with U.S. banking regulations and internal policies. This includes verifying client data and perform due diligence checks and reviewing KYC documentation across a variety of entity types.  Candidates must have 5+ years of AML/KYC experience from a competing Investment Bank

Responsibilities include:

• Serve as a liaison between the Business, Compliance, and Anti-Money Laundering (AML) teams
• Advise internal stakeholders on KYC/AML requirements during onboarding and ongoing client review processes
• Conduct new client onboarding and periodic reviews in line with regulatory and firm-wide policies

Requirements:

• 5+ years of experience working at Investment Bank
• Solid knowledge of KYC and AML Compliance policies within a U.S. banking environment
• Strong understanding of the Client Onboarding process and associated documentation requirements
• Excellent attention to detail, communication skills, and ability to work cross-functionally

Pay: $45-50/hr
 

Our client, a well known and established asset management firm in Midtown, NY, is looking to add a Client Service Operations Analyst to their Private Equity Team! Responsibilities include onboarding new clients, updating client account information in the CRM, setting up new accounts, and coordinating investor subscriptions. The ideal candidate will come with at least two years of Investor Service Operations experience for either a Private Equity fund or a fund administrator.

Responsibilities Include:

• Onboarding new Private Equity investment clients
• Updating client account information in eFront
• Partnering with external fund administrators to reconcile any account issues

Requirements:

• 2+ years of experience in a Client Service Operations role for a Private Equity firm or Fund Administrator
• Strong written and verbal communication skills
• Advanced capabilities in Microsoft Office (Excel, Outlook, PowerPoint) and eFront Suite

Pay: $30-34/hour

Our client, a well-known alternative investment management company, is looking for a Tax Accounting and Compliance professional to join their team! Responsibilities of this position include preparing workpapers for tax submission, preparing and reviewing K-1s, performing fund allocations, calculating taxable income, and reviewing trial balances. The ideal candidate will have at least four years of experience in public/private tax for an alternative investment firm, a strong understanding of alternative investment funds, and the ability to work on a remote basis.

Responsibilities Include:

• Review and coordination of partnership tax allocations
• Coordinating, preparing, and reviewing corporate tax provisions
• Preparing and submitting K-1s
• Analyzing tax compliance process for tax reporting purposes

Requirements:

• At least fiver years of experience in partnership tax reporting
• Public/private tax background including work in the alternative investment space
• Exceptional verbal and written communication skills

Our client, a well-known financial services firm in Midtown, NY, is looking for a Tax Associate to cover the firm’s Trust Company business line. This person will be responsible for assisting the firm’s third-party provider in preparing 1041s and other tax deliverables for their Trust Company. Additional responsibilities include gathering and verifying 1099s, Schedule K-1s, and financial statements. The ideal candidate will come with at least five years’ experience in Trust Account tax preparation for another Trust Company, and strong working knowledge of Thomson Reuters ONESOURCE software.

Responsibilities Include:

• Assist third party provider with tax deliverables for 1041 filings
• Gathering and validating associated trust tax data, including Schedule K-1s, 1099s, and financial statements
• Coordinate and facilitate quarterly payments

Requirements:

• 5+ years’ experience in fiduciary tax, ideally from a public and private tax background
• Advanced working knowledge of Thomson Reuters ONESOURCE Trust Tax system
• Strong communication skills and this ability to work independently

Pay: $50-55/hour

Our client, a successful hedge fund in Midtown, NY, is looking to add a Client Services Associate to their team! This person will be responsible for managing client documents and facilitating client requests. Additional responsibilities include processing capital call notices, executing client transactions, and managing client data in the firm’s CRM system. The ideal candidate will come with at least three years of experience in client services for a reputable financial services firm, preferably a hedge fund.

Responsibilities Include:

• Communicating with clients via phone and email to properly update them on any account-related information
• Gathering, processing, and maintaining client information in the firm’s CRM system
• Addressing any client concerns or questions directly, and escalating where necessary

Requirements:

• 3+ years of client services experience, ideally for an established hedge fund
• Familiarity with Microsoft Office Suite (Excel, Outlook, PowerPoint) and CRM systems
• Exceptional written and verbal communication skills

Pay: $32-36/hour

Our client, a well-known international investment firm in Midtown, NY, is looking to add an Events Coordinator to join their team! This person will be responsible of all aspects of Corporate Event planning and management, which will include scheduling, travel coordination, budget and contract negotiation, event setup, and stakeholder engagement. Additional responsibilities will include post-event financial reconciliation and performance analysis. The ideal candidate will come with at least eight years of experience in corporate event planning and management, ideally from a reputable investment firm.

Responsibilities Include:

• Corporate event support, from initial planning to post-event performance reporting and financial reconciliation
• Assistance in managing a strict event budget, including vendor management and contract negotiation
• Establishing and a detailed event schedule, and ensuring stakeholder engagement

Requirements: 

• 3+ years’ experience in corporate event planning and managing for a reputable investment firm
• Strong experience in areas of budget planning and management, travel coordination, and contract management
• Exceptional written and verbal communication skills

Pay: $45-50/hour

Our client is hiring for a newly created role that will partner closely with Investment and Research leadership to design and deliver AI-enabled solutions supporting investment use cases. Seeking someone with 5+ years in financial services (ideally asset/investment management) who can translate business needs into scalable AI solutions and drive end-to-end project delivery across stakeholders. Candidates must have a strong background in data engineering and/or LLMs and/or machine learning, along with familiarity with the OpenAI ecosystem (ChatGPT Enterprise, Azure OpenAI, GPT APIs, Custom GPTs).

Responsibilities Include:

• Partner with Investment and Research stakeholders to identify, evaluate, and prioritize AI opportunities tied to investment use cases
• Serve as a solutions lead for LLM-driven initiatives, including requirements gathering, solution design, and deployment planning
• Translate business needs into technical requirements and scalable AI/LLM solutions within an enterprise language/knowledge ecosystem
• Manage end-to-end delivery of AI projects, including project planning, timelines, stakeholder communication, risk management, and delivery governance
• Coordinate cross-functional teams (IT, data engineering, investment stakeholders, and internal AI partners) to execute initiatives successfully
• Support rollout and adoption of AI tools, ensuring solutions are well-documented, governed, and aligned with enterprise controls
• Contribute to team growth and capability-building over time, particularly on investment-facing AI solutions

Requirements Include:

• 5+ years of experience in financial services, with a strong preference for investment management / asset management
• Strong understanding of LLM concepts and how they are applied within enterprise language solutions (e.g., knowledge retrieval, workflows, assistants)
• Hands-on exposure to AI/ML and data engineering concepts, including experience collaborating with technical teams to deliver production solutions
• Demonstrated project management experience delivering technology or data initiatives (end-to-end), including coordinating stakeholders and driving execution
• Must-have exposure to: data engineering, AI, LLMs, machine learning
• Familiarity with the OpenAI ecosystem, including ChatGPT Enterprise, Azure OpenAI, GPT APIs, and Custom GPTs

Pay: $80/hr-$100/hr
 

Our client, a global investment management firm based in New York, NY,  is looking for a Data Engineer/Analyst with 3+ years of experience who brings strong technical skills and a solid understanding of financial services—ideally from an investment bank or asset management environment. This is a highly cross-functional role, partnering closely with Portfolio Managers and Research while supporting multiple business units across the firm. Candidates must have strong SQL, Snowflake and Python skills.

Responsibilities Include:

• Work across business units to support data and reporting needs, with significant interaction with PMs and Research teams
• Write and optimize SQL queries and support data workflows in Snowflake
• Use Python to support analytics, automation, and data processing initiatives
• Build and maintain reporting and dashboard solutions using tools such as SSRS, Power BI, Tableau, or similar BI platforms
• Contribute to project-based initiatives, supporting delivery and execution across stakeholders
• Support data needs tied to the trade lifecycle, primarily focused on equities
• Leverage market data tools such as Bloomberg or comparable platforms to support data analysis and reporting

Requirements Include:

• 3+ years of relevant experience within data at an investment banking or asset management firm
• Hands-on experience with SQL (querying and coding), Snowflake, Python
• BI/reporting tools (e.g., SSRS, Power BI, Tableau, etc.)

• Project experience supporting cross-functional delivery
• Understanding of trade lifecycle
• Familiarity with Bloomberg or other market data systems
• Data modeling experience is a strong plus

Pay: $60/hr-$80/hr

Our client, a global investment management firm based in New York, NY,  is seeking a strong Calypso Project Manager/Business Analyst based in New York City with deep derivatives and investment products knowledge. This role requires someone who can work closely with front-office stakeholders and interact directly with investors, including sitting with them as needed.

Responsibilities Include:

• Lead project delivery and ongoing initiatives involving the Calypso platform (enhancements, implementations, upgrades, workflow optimization)
• Partner with investment, trading, and investor-facing stakeholders to gather requirements and translate them into actionable project plans
• Develop and deliver end-user training: create training materials/job aids, run training sessions, support change management, and ensure smooth adoption
• Support UAT planning and execution (test scenarios, test cases, defect triage), and drive sign-off readiness
• Coordinate with technology, operations, and vendor teams to ensure successful execution and adoption

Requirements Include:

• Proven experience as a Project Manager supporting Calypso in an investments/markets environment
• Deep knowledge of derivatives and investment products (priority requirement)
• Strong stakeholder management skills, including comfort engaging with investors directly
• Excellent communication, organization, and documentation skills

Our client, a well-known asset management firm located in Midtown, NY, is looking to add a Project Manager to their Private Credit Onboarding team. The focus of this position will be to address ongoing maintenance and change requirements of the Private Credit group’s Onboarding team. This includes developing various project plans, designing operating models to support the firm’s offerings and capabilities, and presenting project updates to senior leaders on the team. The ideal candidate will have at least five years’ experience in project management for a large alternative asset manager, knowledge and experience in Private Credit and Specialty Finance operations, and strong technical capabilities in Microsoft PowerPoint and Visio.

Responsibilities Include:

• Serving as the primary point-person on all requirements and solutions for the private credit division’s onboarding team
• Developing and delivering project plans, objectives, and deadline and cost estimates
• Presenting project updates to senior stakeholders in operations and onboarding

Requirements:

• At least five years’ experience as a Project Manager for a large alternative asset management firm
• Familiarity with private credit and specialty finance operations
• Strong working knowledge in Microsoft Office, familiarity with Aladdin is a plus

Pay: $55-60/hour

Our client, an alternative investment firm located in Midtown, NY, is looking to add an Executive Assistant Floater to support the firm! Responsibilities of this position include managing various calendars, arranging internal and client meetings, managing incoming phone calls, and assisting on various ad-hoc administrative needs. The ideal candidate will come with at least 5 years of experience supporting professionals within Financial Services, excellent organization and communication skills, and the ability to handle a fluctuating work schedule.

Responsibilities Include:

• Booking client and internal meetings, organizing meeting materials, taking notes
• Coordinating and managing travel arrangements including schedules and agendas
• Organizing calendars, updating file databases, and assisting on any projects as needed

Requirements:

• At least 5 years of experience from a large Financial services firm
• Ability to manage and update multiple schedules
• Strong capabilities in Microsoft Outlook and Excel

Pay: $40/hour