Temporary and
Consulting Positions

Our client, a leading multinational bank based in New York, NY, is seeking a Talent Development Coordinator to join their Human Resources team. Candidates must have 3+ years of experience in the Learning and Development or Talent Development space within Financial Services. The ideal candidate will have a strong background in coordinating and supporting learning programs—handling scheduling, logistics, communications, and tracking participation and feedback. Experience providing administrative support to senior HR leadership, managing calendars, and executing special HR projects is essential, along with project management capabilities and familiarity with employee engagement initiatives like buddy programs and CSR events. Candidates should also be proficient with Learning Management Systems (LMS), Microsoft Excel, PowerPoint, and Word, and be comfortable operating in a fast-paced, collaborative HR environment.

Responsibilities include:
 

• Coordinate and support learning and development initiatives by managing the end-to-end logistics of training sessions, workshops, and development programs, including scheduling, materials preparation, communications, and feedback tracking.
• Provide comprehensive HR and program support by assisting senior HR leadership with administrative tasks, managing employee engagement initiatives such as onboarding and buddy programs, and overseeing third-party vendor onboarding in compliance with company policies.
• Create and maintain training content by developing presentation materials, dashboards, and reports, updating information across HR platforms and LMS systems, and utilizing Microsoft Excel, PowerPoint, and Word in a dynamic, fast-paced environment.

Requirements:
 

• Bachelor’s degree
• 2+ years of human resources experience within a financial services firm
• 1+ year of experience working with Learning and Development (L&D)

Pay : $80/hr
 

Our client, a well-known investment bank in Midtown, NY, is looking for a Junior Business Analyst to assist their Finance & Accounting team with several strategic initiatives. The candidate will be responsible for running tests on the team’s existing accounting systems and processes, assisting on new automation initiatives, documenting testing and reporting results, and presenting findings to business leaders. The ideal candidate will come with 2-5 years of Business Analysis experience, a background in accounting & finance, and strong technical capabilities in SAP-BPC and Microsoft Excel.

Responsibilities Include:

• Running tests and reports on the firm’s accounting system and production processes
• Documenting test and reporting results, and presenting findings to finance and accounting business leaders
• Partnering with business stakeholders and IT to assist on automation and other strategic initiatives

Requirements:

• 2-5 years of business analysis experience, preferably supporting an accounting team at another investment bank
• Strong working knowledge of SAP-BPC and Microsoft Excel
• Excellent written and verbal communication skills

Pay: $30-35/hour

Our client, a well-known investment firm in Midtown, NY, is looking to add an Accounts Payable Analyst to their team! Responsibilities include AP processing, expense management and reporting, and payment approvals and reconciliations. The ideal candidate will come with at least five years’ experience in accounts payable for a financial services firm, preferably with an international presence, and excellent communication skills. Strong capabilities in Microsoft Excel are required, and familiarity with Oracle is preferred.

Responsibilities Include:

• Manage full cycle accounts payable functions and processing
• Assist the controller with journal entries, balance sheet reconciliation, and the month-end close process
• Process Travel & Entertainment receipts and manage reports

Requirements:

• 3-5 years’ experience in accounts payable, preferably for an investment firm with an international presence
• Strong Microsoft Excel capabilities, Oracle a plus
• Excellent communication skills

Pay: $30-35/hour

Our client, a leading multinational bank based in New York, NY, is seeking a Compliance Associate to assist with the Registrations department with all aspects of the FINRA licensing and registration’s process.  This person will be tasked with creating electronic employee folders ensuring proper documents are in place i.e.. fingerprint results, previous employer U5, signed U4, HR background checks, etc. Additional responsibilities include creating FINRA BD/IA user accounts, scheduling FINRA exams, fingerprints (NFA) and ordering study materials. Candidates must be familiar with FINRA licensing/registrations and working knowledge of FINRA Gateway.

Responsibilities Include:

• Create electronic employee folders (ensure proper documents are in the folders (fingerprint results, previous employer U5, snapshot, Arb. Clause, signed U4 and HR background checks).
• Create draft U4s (using HR background checks).
• Confirm information on initial and transfer U4s are verified and/or run partial background checks as needed.
• Research and correct licensing deficiencies.
• Prepare U4 amendments (change of address, name change, branch offices, outside business disclosures, exam windows, state registrations, etc.).
• Track Regulatory Element continuing education and escalate when necessary.
• Track exam status reports and follow-up with employees pending examinations.
• Assist in scheduling FINRA exams, fingerprints (NFA) and ordering study materials.
• Create and maintain the FINRA BD/IA user accounts.
• Assist with the TN professional privilege Tax filings, Nebraska Citizenship Verifications, and annual renewals.

Requirements:

• Familiar with FINRA licensing/registrations and working knowledge of FINRA Gateway.
• Degree from an accredited university
• 3+ years of job-related experience.
• Proficient computer skills in Microsoft-based software products including Word, Excel, and Outlook.
• Proactive and self-motivated with strong organizational, interpersonal, and written communication skills; and
• Provide excellent customer service, ability to multi-task, detail oriented, strong organizational and prioritization skills.

Pay: $80/hr
 

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

Our client, a global investment management firm based in New York, NY, is seeking a Treasury & Liquidity Management Analyst to join their growing Credit business. This person will be coordinating with Deal Coordination teams/Investor Client Services/Global Fund Finance on funding mechanics. This includes cash and portfolio financing for BDCs, drawdown funds and structured products funds investing in privately originated debt, bank loans, corporate bonds, structured credit and high yield debt. Candidates must have 3-6 years of experience in Treasury, Capital and/or Liquidity management working at competing asset management firm.

Responsibilities Include:

• Oversee daily cash and liquidity management for various entities, including credit facility draws, repayments, and interest/waterfall payments.
• Forecast cash flow, borrowing requirements, and available funds for investments.
• Develop and maintain liquidity analysis tools.
• Ensure the timely execution of wire payments while adhering to strict cut-off times.
• Review cash movement activities, including wire instructions and agent notices.
• Oversee margin reconciliations and resolve breaks, working with counterparties and internal teams to address disputes and reconciliations.
• Provide middle and back-office support for deal funding and trade settlements.
• Maintain and update internal and external standard settlement instructions as needed.
• Coordinate account openings and KYC refreshes with banking partners.

Requirements:

• 3-6 years of experience in Treasury, capital and/or liquidity management within an asset management firm
• Product knowledge in fixed income, bank debt and private credit preferred
• Working knowledge of core accounting principles relevant to capital and liquidity management

Pay: $55-65/hr

Our client, a global investment manager based in New York, NY, is seeking a Compliance Analyst with investment guideline monitoring experience to join the firms risk organization which is responsible for investment compliance, front-office investment controls and account supervision.  This individual will assist with assigning and removing restrictions in Aladdin as well as code issuer limits, restricted lists, and other compliance alerts.  This person will also need to field requests coming into the group mailbox and taking action to address them in Charles River.  Candidates must have experience coding with BlackRock Aladdin. Knowledge of 40 Act and UCITS is preferred.

Responsibilities include:
 

• Build restrictions and adding them to accounts
• How to code issuer limits, restricted lists, and other types of compliance alerts
• Review and approve intraday and overnight alerts

Requirements:
 

• Must have 5+ years of hands-on experience as an Aladdin SME, with strong coding skills focused on issuer limits, restricted lists, and compliance alert frameworks.
• Deep knowledge of investment guideline monitoring across Fixed Income and Equities, including experience building and implementing account-level restrictions.
• Proficient in reviewing and approving intraday and overnight alerts, with working knowledge of regulatory frameworks such as 40 Act and UCITS.

Pay: $500-$525/day
 

Our client, a credit startup based in Midtown NYC, is seeking to add an Administrative Assistant to their growing team. The ideal candidate will have 2+ years of prior administrative experience, a college degree, and a background in financial services. Responsibilities include calendar management, meeting coordination, handling calls and emails and serving as the first point of contact for visitors. The role also involves supporting the Office Manager with supplies and resources, preparing documents and reports, coordinating travel and expenses, and assisting with onboarding. This is a great opportunity to join a dynamic, fast-paced environment and contribute to the success of a rapidly growing team.

Responsibilities include:

• Provide comprehensive administrative support including calendar management, meeting coordination, travel arrangements, expense reporting, and document preparation.
• Serve as the first point of contact by handling incoming calls, emails, and visitors; ensure smooth daily operations in partnership with the Office Manager, including managing office supplies and equipment.
• Collaborate with team members on projects, assist with onboarding new employees alongside HR, and maintain accurate records and a professional, organized office environment.

Requirements:

• 2+ years of experience in corporate administration or related roles within the financial services sector.
• Bachelor’s degree required, with a proactive and approachable attitude toward team members and visitors.
• Strong verbal and written communication skills, coupled with a results-driven mindset and a focus on problem-solving.
• Demonstrated professionalism, discretion, and confidentiality in all aspects of work.

Pay: $32-$38/hr
 

Our client, a well known and established asset management firm in Midtown, NY, is looking to add an Investor Services Analyst to their Private Equity Team! Responsibilities include onboarding new clients, updating clients on account activity, setting up new accounts, and reviewing client performance reports. The ideal candidate will come with 2-5 years of Investor Services experience for either a Private Equity fund or a fund admin servicing PE clients.

Responsibilities Include:

• Onboarding new Private Equity investment clients
• Communicating occasionally with clients regarding performance, investment strategy, and account maintenance
• Partnering with external fund administrators to reconcile and account issues

Requirements:

• 2-5 years of experience in an Investor Services role for a Private Equity firm or Fund Administrator
• Strong written and verbal communication skills
• Advanced capabilities in Microsoft Excel and PowerPoint

Pay: $30-32/hour

Our client, a well-known investment manager in Midtown, NY, is looking to add a Performance and Composite Analyst to their Portfolio Reporting Team! Responsibilities of this position include assisting with data retrieval and disclosure review for GIPS verification, calculating monthly GIPS composite dispersions, and reconciling any portfolio performance or accounting issues quickly and efficiently. The ideal candidate will come with 3-5 years’ experience in Performance Reporting at an asset management firm, strong understanding of GIPS Composite analysis and reporting, and exceptional capabilities in Microsoft Excel. Previous working experience in Aladdin and/or Bloomberg is preferred.

Responsibilities Include:

• Running consistent GIPS Composite analysis and performance reports, utilizing Microsoft Excel
• Retrieving data and reviewing disclosure to support the firm’s GIPS verification process
• Calculating monthly GIPS composite dispersions

Requirements:

• 3-5 years of GIPS Composite performance & analysis experience at a large asset management firm
• Strong capabilities in Microsoft Excel, familiarity with Aladdin and/or Bloomberg is a plus
• Excellent written and verbal communication skills

Pay: $33-38/hour

Our client, a well-known Investment Bank in Midtown, NY, is looking to add an AML Compliance Analyst to their team. Responsibilities of this position include running activity searches, reviewing AML Sanctions Alerts, and conducting ongoing transaction monitoring. The ideal candidate will come with 5-10 years of AML Compliance experience for a large investment bank, ACAMS certification, and exceptional attention to detail.

Responsibilities Include:

• Reviewing and responding to AML Sanctions Screening and Suspicious Activity reports
• Facilitating FinCEN 314(a) regulatory requests
• Conducting Transaction Monitoring to identify and escalate potential AML Compliance issues

Requirements:

• 5-10 years of experience  in AML Sanctions Screening and Transaction Monitoring for a large investment bank
• ACAMS certification is preferred
• Exceptional attention to detail and strong communications skills

Pay: $50-55/hour

Our client, a well-known international broker dealer, is looking to add a Regulatory Business Analyst to their Team. Responsibilities of this position include overseeing the firm’s equity and options trading business, identifying gaps and key risk factors, and running analysis to help update the firm’s LOPR, TRACE, and CAT Reporting Program. The ideal candidate will come with at least five years of experience in Equity Options and Derivatives reporting, advanced capabilities in Excel and PowerPoint, and  familiarity with TRACE, CAT, and LOPR reporting.

Responsibilities Include:

• Running business analysis on the firm’s current regulatory reporting process for CAT, LOPR, and TRACE.
• Meeting with key stakeholders to understand process gaps and develop business requirement documents
• Running constant user acceptance testing and delivering results to multiple business lines

Requirements:

• At least five years’ experience in a regulatory business analysis role for an established bank or broker dealer
• Familiarity with Equity Options and derivatives regulations with a focus on CAT, LOPR, and TRACE
• Strong communication skills, both written and verbal

Pay: $55-65/hour

Our client, a well-known international investment bank located in New York, NY, is looking to hire a Letters of Credit Specialist! Responsibilities include the preparation and settlement of letters of credit, reviewing letters of credit to identify any discrepancies, and verifying credit approvals. The ideal candidate will have at least three years of experience in a similar role within a large financial services firm, knowledge of L/C documentation, including UCP600 and ISP98, and exceptional attention to detail. Working knowledge of ACBS is a plus.

Responsibilities Include:

• Preparing and settling standby letters of credit.
• Verifying and entering new credit approvals.
• Reviewing all issued letters of credit to identify and escalate discrepancies.

Requirements:

• At least three years’ experience in processing letters of credit for a large financial services firm.
• Familiarity with letter of credit documentation, including UCP600 and ISP98.
• Experience using ACBS is a plus.

Pay: $30–35/hour

Our client, a hedge fund, based in Midtown, NY is seeking a highly organized and proactive Recruiting Coordinator to join its fast-paced recruiting team. Candidates must have at least two years of prior relevant experience. This is a fantastic opportunity to support the hiring of world-class talent while gaining hands-on experience in best-in-class recruiting operations within the investment management industry.

Responsibilities include:

• Coordinate and schedule high-volume interviews
• Act as the primary point of contact for candidates and hiring managers throughout the interview process
• Prepare interview materials, maintain candidate records, and ensure data integrity within the applicant tracking system (ATS)
• Manage candidate communications, including interview logistics, status updates, and next steps
• Partner closely with recruiters and the broader HR team to deliver a seamless and high-quality candidate experience

Requirements:

• 2+ years of experience in recruiting coordination
• Background in financial services, professional services, or similarly fast-paced corporate environments preferred
• Exceptional organizational skills and the ability to manage multiple priorities under tight deadlines
• Strong attention to detail and a proactive, solution-oriented mindset
• Excellent verbal and written communication skills

Pay: $33-$35/hr
 

Our client, a well-established and highly regarded alternative investment firm, is looking to add a Tax Associate to join their team! Responsibilities include Common Reporting Standards and FATCA reporting, W-8/W-9 form validation, investor onboarding support, and supporting any tax-related process improvement initiatives. The ideal will have at least three years’ experience in tax operations for a large hedge fund or private equity firm, exceptional knowledge in legal entity tax reporting, and familiarity with international tax forms is a plus.

Responsibilities Include:

• Assisting with tax documentation during new investor onboarding process
• Preparing and tax reporting for FATCA
• Validating domestic and international tax forms
• Assisting on several tax operations initiatives including process improvement and reporting enhancements

Requirements:

• At least two years’ experience in tax operations for a large hedge fund or PE firm
• Familiarity with tax reporting standards including FATCA and CRS
• Experience in tax operations projects for a large financial firm

Pay: $40-45/hour

Our client, a holding company in Midtown, NY, is looking to add a Full-Remote Corporate Accountant to their team! Responsibilities of this position include covering all finance and accounting functions (AR/AP, GAAP Accounting, journal entries), assisting with the year end audit process, and running expense and variance analysis. The ideal candidate will come with at least five years of accounting experience for a large and established organization, and good working knowledge of NetSuite.

Responsibilities Include:

• Execution and management of all accounting functions including Accounts Payable/Receivable, journal entry booking, and cash and General Ledger Reconciliation
• Overseeing month and quarter-end close
• Providing ongoing variance and expense analysis

Requirements:

• Five-plus years’ experience in accounting & finance, preferably from a well-known publicly traded company
• Strong working knowledge of NetSuite is a plus
• Ability to work independently in a remote-work environment

Pay: $33-38/hour

Our client, a well-known alternative investment firm in Midtown, NY, is looking for a Corporate Tax Analyst to join their team on a part-time basis. This role will be performed in the office four days per week, with roughly 25 hours of work each week. Responsibilities include reviewing state tax returns, gathering state notices, and overseeing the review of 1065 and 1120 forms. The ideal candidate will come with 5-10 years of experience in reviewing credit and/or real estate fund tax returns.

Responsibilities Include:

• Gathering and reviewing state tax forms and notices
• Reviewing tax returns with a focus on 1065, 1120, and partnership tax forms
• Assisting on various tax projects as needed

Requirements:

• 5-10 years’ experience in state tax return review for a well-known credit or real estate fund
• Strong familiarity with corporate and partnership tax forms including 1065, 1120, and K-1
• Excellent written and verbal communication skills

Our client, a well-known international bank located in Midtown, NY, is looking for an FX Sales Support Associate to join their Middle Office! Responsibilities of this position include supporting all FX transactions, trade confirmation, position reconciliation, and assisting the operations team with trade settlement. This is an immediate need that offers significant exposure to the front office! The ideal candidate will come with 3-5 years’ trade support experience with excellent product knowledge in FX derivatives sales and trading, and knowledge of FX Connect and/or FXall platforms.

Responsibilities Include:

• Assisting with all derivatives transactions with a focus on FX trading and Interest Rate products
• Managing and controlling trade lifecycle events including trade amendment, trade confirmation, and position reconciliation
• Interacting with back office to support settlement process

Requirements:

• At least four years’ experience in a banking middle office role 
• Strong product knowledge in FX transactions
• Exceptional communication skills
• Strong Microsoft Excel experience required, familiarity with FX Connect and FXall is preferred

Pay: $30-35/hour

Our client, a well known financial services firm in Midtown, NY, is looking to add an Internal Auditor to their team. Responsibilities of this position include running internal audits and tests on their existing controls framework (including for Front office/sales, Compliance, and Operations), documenting findings and results, running root-cause analysis on any risk areas, and presenting audit findings to senior leadership. The ideal candidate will come with at least five years of Internal Audit experience for an Asset Management firm, extensive knowledge in US and International Sales & Trading regulations, and strong written and verbal communication skills.

Responsibilities Include:

• Running detailed audits and testing on the firm’s existing risk & control framework in all areas with a focus on Front Office, Compliance, and Operations.
• Documenting internal audit findings to identify any potential control vulnerability or weaknesses.
• Presenting internal audit findings to senior leadership.

Requirements:

• Five or more years’ experience in Internal Audit for a well-known Asset Management Firm
• Robust knowledge of current US Sales & Trading regulations.
• Strong written and verbal communication skills.

Pay: $50-55/hour

Our client, a leading asset management firm based in Midtown, NYC, is seeking an experienced Executive Assistant to join their team. The ideal candidate will have a minimum of five years of relevant experience, ideally within an asset management firm or investment bank. This role requires a strong track record of managing complex international travel itineraries across various time zones, coordinating multiple executive calendars, and scheduling meetings. Proficiency with expense management platforms such as Expensify, Concur, or Workday is essential. This candidate will be highly organized, and capable of supporting multiple senior team members in a fast-paced and dynamic environment.

Responsibilities include:

• Manage complex calendars across multiple time zones, coordinate detailed domestic and international travel arrangements, and oversee itinerary planning.
• Organize meetings and events, prepare presentation materials, and ensure all logistics are executed smoothly and efficiently.
• Handle day-to-day office operations including supply management, liaison with building management, and general administrative tasks such as expense reporting, data entry, and IT troubleshooting.

Requirements:

• 5 years of previous experience as an Executive Assistant supporting senior leadership within an asset management firm or investment bank.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel).
• Highly organized, detail-oriented, and capable of managing multiple calendars independently while meeting tight deadlines.
• Excellent interpersonal and communication skills, with a proactive, flexible and outgoing attitude.

Pay: $45-$50/hr
 

Our client, a global investment bank with offices in NY, San Fransico, and Houston is adding to their regulatory reporting team. In this role, you will perform thorough review of regulatory reports to ensure compliance with the regulatory reports’ instruction and prepare regulatory reports in accordance with US GAAP. You will also handle reporting instructions covering daily, weekly, monthly, quarterly, and annual reports (e.g., FR2900, FR2644, FFIEC 002, FFIEC 019, TIC reports, BE reports, etc.).  Candidates must have 5+ years of Financial and/or Regulatory Reporting experience at a large banking organization and/or consulting firm and have a strong understanding of financial and reporting requirements.  Experience with AXIOM is required.
Responsibilities include:

• Prepare and review a range of regulatory reports (e.g., FR2900, FR2644, FFIEC 002/019, TIC, BE) in line with US GAAP and reporting guidelines across daily to annual cycles. Ensure compliance with instructions and maintain robust controls and documentation.
• Utilize Axiom regulatory reporting tool for report production and system testing. Monitor data quality issues, track Critical Data Elements (CDEs), and lead root cause analysis and resolution efforts in coordination with relevant teams.
• Work closely with internal stakeholders (e.g., Axiom Project Team, Data Governance, Operations, IT, Treasury) to interpret and implement new regulatory requirements, resolve issues, and support regulatory change initiatives.
• Respond to Internal Audit, QA, and Fed Exam inquiries; contribute to process improvement initiatives. Create/update procedures, training materials, dashboards, and presentation decks, and lead training sessions as needed.

Requirements:

• 5 – 10 years working experience in financial and regulatory reporting at a large and complex banking organization or consulting firm
• Strong Accounting knowledge and comprehension of U.S. GAAP accounting rule/ instructions
• Experience with AXIOM
• Strong understanding of banking and capital markets (preferably loans, deposits, prime service, etc.)
• Knowledge of what controls are needed when working on certain processes (related to Internal Control)
• Proficient PC Skills, especially in MS Office Suite; Advanced Excel (formulas, pivot tables, Vlookup, etc.), and comfortable dealing with big data sets.

Pay: $55-$60/hr