Temporary and
Consulting Positions

Our client, a growing investment manager with offices is NYC and South Florida is seeking an FP&A professional to support fund-level forecasting, performance reporting, and strategic modeling. This role will be heavily focused on building and maintaining a large set of fund and portfolio models (approximately 50 fund models) to support management reporting, budgeting, investor analytics, and business planning.  This is a high-impact role working closely with Finance, Investor Relations, and Investment Operations, with exposure to senior leadership and fund-level decision making.

Responsibilities Include:

Requirements:

• 5+ years of FP&A, fund finance, or financial modeling experience (private credit, alternatives, PE, hedge fund, asset management preferred).
• Advanced Excel modeling skills (complex formulas, sensitivities, scalable templates)
• Strong understanding of fund structures, cash flows, and fee mechanics
• Strong attention to detail and ability to manage multiple models simultaneously
• Experience with PowerBI preferred

Pay: $70-$90/hr

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 Manager 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:

• Full lifecycle corporate event management, from initial planning to post-event performance reporting and financial reconciliation
• Developing and managing a strict event budget, including vendor management and contract negotiation
• Establishing and a detailed event schedule, and ensuring stakeholder engagement

Requirements: 

• 8+ 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: $55-60/hour

Our client, a prestigious hedge fund located in New York, NY, is looking for a front-desk receptionist. Responsibilities of this position include greeting and directing the firm’s visitors and clients, receiving and transferring phone calls to the office’s main number, and sorting and distributing mail to the firm’s employees. The ideal candidate will come with at least one year of experience in front-desk reception for a large firm, preferably within the financial services industry. Knowledge of Microsoft Office and excellent verbal and written communication skills are also required.

Responsibilities Include:

• Greeting and assisting visitors, and directing them upon arrival.
• Handling and forwarding incoming phone calls to the office’s main phone line.
• Receiving, sorting, and distributing mail.

Requirements:

• At least two years’ experience in front-desk reception for a financial services firm, preferably a hedge fund.
• Technical proficiency in Microsoft Office.
• Excellent written and verbal communication skills.

Pay: $28-32/hour

AI Engineer – Investment & Enterprise Solutions
Our client, a global investment management firm in New York City, is hiring for a newly created role focused on building and scaling AI-driven solutions that improve investment and enterprise workflows. This is a high-visibility position within IT, reporting to an MD-level leader with exposure to the CIO and Head of Research, and partnering closely with investment and research teams.  The firm is seeking a strong technologist who can translate business needs into production-ready AI applications, with a focus on language and knowledge workflows (research support, retrieval, summarization, automation). Hands-on LLM solution experience is a plus, but not required for candidates with strong software/ML fundamentals and modern AI tooling experience.

Responsibilities Include:

• Build and productionize AI systems that enhance investment and broader enterprise workflows
• Partner heavily with investment and research teams to identify high-impact use cases and deliver scalable solutions
• Develop AI-enabled applications and tools (e.g., knowledge copilots, chatbot-style interfaces, automation workflows)
• Integrate internal and external data sources via APIs and deliver secure solutions on Azure
• Support the long-term growth of the firm’s AI capability, especially around investment-facing solutions

Requirements Include:

• 5+ years of experience in investment management / asset management (required)
• 5+ years of experience in software engineering and/or machine learning
• Strong understanding of applied AI and how modern language models can support real-world workflows
• Experience in the OpenAI ecosystem (ChatGPT Enterprise, Azure OpenAI, GPT APIs, Custom GPTs)
• Microsoft Power Platform experience (Power Apps, Power BI)

• Prior experience building and deploying LLM-driven applications (chatbots, copilots, retrieval-based tools, workflow automation)
• Familiarity with best practices around model evaluation, guardrails, and prompt engineering

Pay: $80/hr-$120/hr
 

Our client, a well-known and established Hedge Fund in New York, NY, is looking for an Office Administrator! Responsibilities include coordinating the office calendar to manage office meetings, sitting at Reception and screening incoming phone calls, and managing various office administration duties such as taking inventory of office and kitchen supplies. This person will also be handling light accounting work such as expense filing and invoice management. The ideal candidate will come with 2+ years’ experience as an Office Administrator for an asset management firm, exceptional communication and time management skills, and familiarity with Microsoft Office Suite.

Responsibilities Include:

• Fielding and directing incoming phone calls for the firm’s clients and external vendors
• Managing the office calendar and assisting with booking business-related meetings and travel arrangements
• Greeting guests and visitors, and directing them to the appropriate area or conference room

Requirements:

• 2+ years’ experience as an Office Administrator for an established asset management firm
• Exceptional organizational and communication skills
• Technical proficiency in Microsoft Office, especially Outlook

Our client, a leading real estate development firm is seeking a Construction/Development Accountant with 5+ years of experience (open to more senior profiles, including 15+ years) to support active projects and hit the ground running. This role is ideal for someone currently titled Project Accountant, Construction Accountant, or Development Accountant with hands-on experience managing project financials, vendor/subcontractor billings, and construction accounting processes.

Responsibilities include:
 

• Manage construction loan draws and support capital call processes, ensuring accurate documentation and timely submissions.
• Oversee subcontractor payables workflow, including:
• Reviewing subcontracts
• Receiving and reviewing subcontractor billings
• Validating insurance requirements
• Controlling A/P and ensuring proper approvals and coding
• Collecting and tracking lien releases/waivers

• Track and monitor construction budgets and general conditions budgets, including ongoing cost tracking and variance visibility.
• Prepare and support quarterly and annual financial statements for development/construction entities and projects.
• Work with AIA billing documentation, including familiarity with G702 and G703 forms.

Requirements:

• 5+ years of construction/development accounting experience (open to significantly more experience).
• Demonstrated ability to manage construction accounting workflows independently and efficiently.
• Working knowledge of AIA documents (G702/G703).
• Strong understanding of subcontractor billing processes, insurance compliance, and lien release controls.

Pay: $40/hr-$50/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 Financial Services firm in Midtown, NY, is looking to add an AML Compliance Analyst to their team. Responsibilities of this position include running suspicious activity searches, reviewing AML Sanctions Alerts, and conducting ongoing transaction monitoring. The ideal candidate will come with at least two years of AML Compliance experience for a large financial services firm, familiarity with Actimize technology, and exceptional attention to detail.

Responsibilities Include:

• Reviewing and responding to AML Sanctions Screenings and  drafting Suspicious Activity Reports (SARs)
• Analyzing AML Alerts through Actimize
• Conducting Transaction Monitoring to identify and escalate potential AML Compliance issues

Requirements:

• At least two years of experience  in AML Alerts Screening and Transaction Monitoring for a large financial services firm
• Strong working Knowledge in NICE Actimize Essentials
• Exceptional attention to detail and strong communications skills

Pay: $28-32/hour

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