Temporary and
Consulting Positions

Our client, a well-known investment bank in Midtown, NY, is looking to add a Sanctions Specialist to their team. This person will need to be a Subject Matter in Fircosoft as they will be identifying and remediating process gaps, false positives, and optimization issues in Fircosoft. The ideal candidate will come with at least five years of US Banking Sanctions Screening experience, subject matter expertise in Fircosoft, and exceptional communication skills.

Responsibilities Include:

• Partnering with the Sanctions Governance team to identify false-positives and other various system issues with Fircosoft
• Identifying opportunities to improve process and enhance system capabilities, and partnering with the IT team to help implement them
• Overseeing data governance and analytics to prepare key metrics and present to senior management

Requirements:

• At least five years of US Sanctions compliance experience for a large investment bank
• Advanced capabilities in Fircosoft, including system optimization and process remediation
• Strong written and verbal communication skills

$65-70/hour

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 global financial services and technology firm,  is seeking an experienced Change Manager to support a large-scale transformation initiative within the Procurement function. This individual will be responsible for driving organizational change, stakeholder engagement, communications, training, and business readiness associated with ERP and process transformation initiatives.  The ideal candidate will have 7+ years of change management experience, a strong understanding of Agile and Waterfall methodologies, and experience supporting large-scale ERP or SaaS implementations. Prior procurement and SAP experience is strongly preferred, with SAP Ariba experience a significant plus.

Responsibilities:

• Lead change management activities across large-scale Procurement, ERP, and business transformation initiatives.
• Develop and execute change management strategies, stakeholder engagement plans, communications, and training programs.
• Conduct change impact assessments and identify how new systems, processes, and workflows will affect business teams.
• Partner closely with Procurement, Finance, Technology, Operations, and project leadership to drive organizational readiness and adoption.
• Support full lifecycle ERP implementations, including planning, design, testing, deployment, and post-implementation stabilization.
• Develop and track change management milestones, KPIs, adoption metrics, risks, and deliverables.
• Identify potential resistance to change and develop strategies to address stakeholder concerns.
• Coordinate user training, communications, process documentation, and business readiness activities.
• Support process improvements across Procure-to-Pay, Order-to-Cash, Accounting, and Payroll functions.
• Provide regular updates on change management progress, adoption, and overall readiness to key stakeholders.

Requirements:

• 7+ years of Change Management experience, ideally supporting large-scale ERP or business transformation initiatives.
• Experience supporting full lifecycle SAP, Oracle, PeopleSoft, or other enterprise SaaS implementations.
• SAP experience strongly preferred; SAP Ariba experience a significant plus.
• Prior experience supporting Procurement and Procure-to-Pay (P2P) transformation initiatives preferred.
• Strong understanding of Agile, Scrum, and Waterfall methodologies.
• Knowledge of business processes including Accounting, Order-to-Cash, Procure-to-Pay, and Payroll.
• Experience developing change impact assessments, stakeholder engagement strategies, communication plans, training programs, and adoption metrics.
• Ability to manage detailed change management deliverables, timelines, risks, and business readiness activities.
• Prior Big 4 consulting experience and/or in-house corporate experience within banking or another large enterprise environment preferred.
• Prosci, ADKAR, or other formal change management certification a plus.
• Strong communication, presentation, and stakeholder management skills.

Our client, a well-known Real Estate Investment firm in Midtown, NY, is looking to add an HR Coordinator to their team! Responsibilities of this position include managing employee data in Workday, coordinating vendor payments, processing employee expenses in Concur, and assisting with interview scheduling and coordination. Some additional administrative tasks may include company event planning and conference room management. The ideal candidate will come with 2+ years of HR Coordination experience, strong communication skills, and advanced capabilities in Workday and Concur.

Responsibilities Include:

• Processing and managing employee data in Workday
• Facilitating vendor payments via Coupa and processing invoices and employee expenses in Concur
• Assisting with light administrative tasks such as planning firm events, distributing mail, and managing conference rooms

Requirements:

• 2+ years of HR coordination and administration, preferably for a mid-sized investment firm
• Advanced capabilities in Workday, experience using Coupa and/or Concur is preferred
• Exceptional communication skills

Pay: $30-35/hour

Our client, a global investment manager based in New York, NY, is seeking an Administrative Assistant to support their Head of Client Service.  This role involves managing complex calendars, coordinating domestic and international travel, processing expense reports, and assisting with meeting coordination and compliance tracking. The position requires strong multitasking abilities in a fast-paced environment, as well as collaboration with a broader administrative team.

Responsibilities Include:

• Managing heavy calendar scheduling and coordinating meetings across teams
• Arranging domestic and international travel and processing expense reports
• Maintaining contacts and communications through Microsoft Outlook
• Handling multi-line phone coverage and supporting day-to-day administrative needs
• Assisting with compliance tracking, reporting, and light research projects

Requirements:

• 2+ years of administrative experience supporting a team within a competing asset manager or investment bank
• Strong proficiency in Microsoft Office, especially Outlook
• Excellent organizational, communication, and time management skills
• Ability to multitask with a high level of professionalism and attention to detail
• Experience coordinating travel and working in a fast-paced, team-oriented environment

Pay: $40-50/hr

Our client, a growing hedge fund based in New York, NY, is seeking a Junior Investment Operations & Compliance Analyst to join its team in a hybrid capacity. This is a great opportunity for an early-career professional looking to build experience across both investment operations and compliance within a hedge fund environment.  The individual will support the day-to-day operational needs of the funds, including cash and liquidity monitoring, trade oversight, reconciliations, and custodial data, while also assisting with a variety of compliance monitoring, reporting, and recordkeeping responsibilities.

Responsibilities include:

• Monitor daily fund cash flows, cash balances, and liquidity across multiple accounts and currencies.
• Review trade activity and assist with post-trade compliance monitoring.
• Monitor trading and position data and identify discrepancies or exceptions requiring follow-up.
• Pull and organize cash, position, and trade data to support monthly reconciliations with custodians.
• Work with custodial data across different accounts, funds, asset classes, and currencies.
• Assist with sanctions screening and related compliance checks.
• Maintain required records for marketing material reviews and approvals.
• Track and maintain records of fund expenses and other operational activity.
• Maintain compliance, trading, and other required internal logs.
• Assist with monthly AUM reporting and related data collection.
• Collect, organize, and file employee brokerage statements for compliance review.
• Support the firm’s gifts and entertainment review and recordkeeping process.
• Assist with the preparation and review workflow for marketing and investor materials.
• Partner with Operations, Compliance, Trading, custodians, and other external service providers to research and resolve discrepancies.
• Assist with ad hoc operational, reporting, and compliance projects as needed.

Qualifications:

• 1–3 years of experience in investment operations, fund operations, trade support, compliance, or a related financial services role.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline preferred.
• Understanding of investment products, trade lifecycle, cash movements, and/or fund operations.
• Exposure to cash and position reconciliations, custodians, trade data, or multi-currency portfolios is preferred.
• Strong Excel and analytical skills with the ability to work with large amounts of financial and trade data.
• Highly organized and detail-oriented with the ability to manage multiple recurring processes and deadlines.
• Strong communication skills and ability to work collaboratively in a fast-paced hedge fund environment.
• Comfortable working in a hybrid office environment.

Pay: $27/hr – $30/hr
 

Our client, a leading Asset Management firm based in NYC, is seeking to add a Client Billing Associate to their team. This individual should have 2+ years of relevant experience and will be responsible for supporting client billing operations, including processing account requests, applying payments, monitoring receivables, and assisting with quarterly fee billing. The role also includes reconciling accounts, preparing reports, distributing invoices, and supporting ad-hoc projects and system testing initiatives.  Candidates must come with prior financial services experience.

Responsibilities include:

• Processing client account requests such as new setups, closures, and ongoing maintenance.
• Applying payments, monitoring receivables, and assisting with quarterly investment advisory billing.
• Supporting reconciliations, reporting, and the distribution of client invoices.

Requirements:

• Bachelor’s degree in Finance, Accounting, Business, or related field (preferred)
• 2+ years of billing or finance-related experience within asset management
• Strong Excel skills, attention to detail, and ability to collaborate across teams

We are partnering with an established law firm to hire two professionals for a large-scale records digitization project. The firm has a significant volume of physical files, both onsite and in offsite storage, that need to be prepared, scanned, quality checked, and purged.

This is a stable, long-term project opportunity, expected to last through the end of 2028. It’s an easy commute from NYC via Metro-North, with the office just minutes from the station.

Responsibilities:

• Scan physical records into the firm’s records and document system
• Review scanned documents for accuracy and completeness, and perform quality control
• Identify and correct scanning or document-quality issues
• Maintain organized physical and electronic files
• Assist with records retention and purging processes
• Follow established law firm records procedures

Qualifications: 

• Law firm records management experience
• Experience with document scanning and records digitization
• Understanding of legal files and law firm records processes
• Experience performing quality control on scanned documents
• Strong attention to detail and the ability to work independently with high volumes

Our client, a well known and established Financial Services firm in New York, NY, is looking to add a Corporate Actions Associate to their Operations Team! Responsibilities of this position include processing income-related corporate action events (dividends, interest, reinvestments, etc.), processing proxy statements, and gathering dividend & interest-related data from DTCC. The ideal candidate will come with at least five years’ experience in income-related corporate actions processing, strong communication skills, and familiarity with Excel, DTC, and Broadridge BPS is preferred.

Responsibilities Include:

• Process all voluntary corporate action events including dividends, interest, and spinoffs.
• Support the processing of proxy statements
• Gather dividend & interest-related data from DTCC

Requirements:

• At least five years’ experience in processing income-related corporate actions for a bank or broker dealer
• Strong analytical, communication, and follow-up skills
• Familiarity with Microsoft Excel, DTC, and Broadridge BPS is preferred

Pay: $40-45/hour

Our client is hiring a reliable, organized Package Room / Guest Services Associate for a professional residential and hospitality property on the Upper East Side. This is a temporary assignment running through January, covering the busy holiday season.

Responsibilities:

• Receive, log, organize and distribute packages for guests and residents
• Use the property’s package tracking system to record every package accurately
• Let guests and residents know when packages are ready for pickup
• Keep the package room organized during heavy holiday volume
• Send clear, professional internal emails in Microsoft Outlook
• Take accurate notes and keep logs and data sheets up to date
• Greet and help guests, residents and visitors in a professional, friendly way
• Answer phones, announce visitors and deliveries, and handle guest requests
• Help with guest check-ins and check-outs, reservations, room keys and basic payment handling
• Report building issues to housekeeping, maintenance or management
• Complete opening and closing procedures for your shift

Requirements:

• Experience in a package room, mailroom, residential building, concierge desk, hotel, front desk or guest services role
• Reliable, with strong attendance, and available through the holidays and into January
• Comfortable with technology and able to learn a new tracking system quickly
• Comfortable using Microsoft Outlook and writing professional emails
• Strong organization skills, attention to detail and note-taking
• Professional, friendly customer service skills
• Comfortable handling basic payments and cash
• Available Thursday–Monday evenings, including weekends

Our client, a well-known investment bank, is seeking a Travel & Entertainment (T&E) Expense Operations Analystto join their Finance team. This role will sit within the broader Expense Management team and support the full-cycle T&E expense process, including auditing employee expense reports, managing corporate credit cards, troubleshooting expense system issues, and assisting employees with T&E-related questions. The ideal candidate will be detail-oriented, analytical, and customer-service focused, with the ability to manage a high-volume workload while maintaining a high level of accuracy.

Responsibilities Include:

• Audit employee expense reports for accuracy and compliance with the firm’s T&E policy
• Manage and maintain corporate credit card accounts
• Investigate and resolve T&E, corporate card, and expense-related issues
• Assist employees with questions regarding expense policies, corporate cards, and expense systems
• Troubleshoot issues within the Workday expense module
• Mine and analyze expense data to develop management reports
• Execute established and ad hoc expense processes with strong attention to detail
• Identify opportunities to improve procedures, efficiency, and productivity
• Provide high-quality customer service and partner with employees across all levels of the organization

Requirements:

• Bachelor’s degree or equivalent experience, preferably within finance or a related discipline
• Prior T&E, expense management, Accounts Payable, or related finance operations experience preferred
• Proficiency with Microsoft Office, particularly Excel
• Workday expense experience preferred
• Strong analytical, organizational, and critical-thinking skills
• Excellent written and verbal communication skills
• Strong customer service skills and ability to work effectively with employees at all levels
• Ability to manage a high-volume workload and adapt quickly in a fast-paced environment

Pay: $25–28/hour

Our client, a leading investment management firm in the New York City area, is looking to add a Portfolio/Trade Review Consultant to their team! This is a great opportunity for a detail-oriented, analytical professional to work closely with Compliance and Risk Management to help ensure trades are properly allocated across the firm’s funds in line with investment guidelines and regulatory requirements. The role offers strong cross-functional exposure, partnering with Portfolio Management, Risk, Operations, Legal, Accounting, Tax, and Investor Relations teams.

Responsibilities Include:

• Overseeing the daily trade allocation process, including designing and implementing rules and partnering with developers
• Developing reports and SQL diagnostics to test compliance with client investment restrictions, internal risk guidelines, and any associated regulatory requirements
• Supporting legal and tax reviews of trades across structured credit, bank loans, and other instruments

Requirements:

• At least of one year of experience in trade review compliance for a hedge fund or asset management firm
• Strong capabilities in Microsoft Excel and SQL
• Excellent written and verbal communication skills

Pay: $37-40/hour

Our client a law firm is looking to find an experienced Intellectual Property Litigation Associate for a contract engagement. The firm’s busy litigation team needs a seasoned associate who can make an immediate impact while members of the team are out on leave.

This role is for someone who can take ownership of matters from day one. You’ll handle sophisticated patent, trademark, and copyright disputes, working directly with partners and clients with limited supervision.

Responsibilities:

• Handle sophisticated intellectual property disputes for firm clients, primarily in federal district court
• Take first-draft responsibility for pleadings, dispositive motions, discovery motions, and pre-trial submissions
• Participate in case strategy and planning alongside partners
• Manage discovery from start to finish, including written discovery, ESI, and document review strategy
• Work with experts and support expert discovery
• Take and defend fact and expert depositions
• Argue discovery and substantive motions where appropriate
• Support hearings and trial preparation
• Assist with matters before the TTAB and PTAB, where applicable
• Communicate directly with partners and clients
• Manage deadlines and competing priorities across multiple active matters, and proactively identify what needs to be done

Requirements:

• 5+ years of IP litigation experience
• Substantial federal court litigation experience
• Experience drafting substantive federal court filings, including pleadings and motions
• Experience managing discovery and taking or defending depositions
• Strong legal research and writing skills
• Ability to quickly grasp complex legal and factual issues
• Excellent written and verbal communication skills, and comfort working directly with partners and clients
• Strong attention to detail and the ability to work independently with minimal supervision
• Ability to manage multiple priorities and deadlines
• Admission in good standing in New York, or admission elsewhere with eligibility for New York admission
• Availability for full-time hours for about 3–6 months, starting ASAP

Our client, an alternative investment firm located in Midtown, NY, is looking to add an Executive Assistant 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 8 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 8 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 law firm firm is looking to find a Facilities / General Services Clerk to help keep their office running smoothly. This is a hands-on role for someone who enjoys staying active, solving problems, and making sure every space is clean, stocked, and ready to go.

You’ll handle facilities requests, set up rooms for meetings and events, assist with office moves, and serve as a reliable point of contact for day-to-day building needs.

Responsibilities:

• Complete Facilities Department work orders and requests
• Set up and break down conference and multipurpose rooms for meetings and events
• Assist with office moves, furniture relocation, and moving boxes
• Assemble office furniture as needed
• Maintain offices, conference rooms, reception areas, pantries, restrooms, and common areas
• Restock conference rooms, copy rooms, coat closets, and pantries
• Monitor janitorial and facilities supply inventory
• Spot clean carpets and assist with cleaning and disinfecting
• Identify and report broken lighting, maintenance, and repair issues
• Assist and supervise outside vendors during maintenance and repair work
• Handle other general facilities requests as needed

Requirements:

• High school diploma or 5 years of related work experience
• Ability to lift up to 40 pounds and comfort with physical, hands-on work
• Basic Windows and Microsoft Office skills
• Strong customer service and communication skills
• Reliability and the ability to work independently
• Strong organization and time-management skills, with the ability to prioritize multiple requests
• A professional demeanor and the ability to maintain confidentiality

Our client, a leading global asset management firm in New York City, is seeking a Finance Business Analyst to join its Private Markets Technology team. This role sits at the intersection of Fund Finance, Accounting, Operations, and Technology, partnering with business stakeholders to drive strategic technology initiatives, optimize finance processes, and support large-scale system implementations across the firm’s private equity and private credit platform.

Supporting a platform with $170B+ in AUM, 500+ funds, and over 10,000 investments, this is an outstanding opportunity to gain exposure to several high-profile initiatives, including a new Treasury Management System, fund administrator platform implementation, and other large-scale Fund Finance and Treasury transformation projects. There are currently five major initiatives underway, and upon successful completion, this individual will transition into the Product Owner/Product Manager for the platform, owning its ongoing development and enhancement.

Responsibilities:

• Partner with Finance, Accounting, Operations, and Technology teams to gather business requirements and translate them into functional solutions.
• Support multiple strategic initiatives, including the implementation of a Treasury Management System, Fund Administrator platform, and several large-scale private debt technology projects.
• Analyze and improve fund finance, treasury, and accounting workflows while identifying opportunities to automate and enhance existing processes.
• Collaborate with business stakeholders throughout the project lifecycle, from requirements gathering through implementation, testing, and production support.
• Work with technology teams to support enhancements to fund accounting and finance platforms.
• Following implementation, assume ownership of the platform as the Product Owner/Product Manager, driving future enhancements and ongoing business support.

Requirements:

• 5+ years of experience in Fund Accounting, Fund Finance, Investment Operations, Controllership, Finance Business Analysis, or Finance Transformation within Private Equity and/or Private Credit.
• Strong understanding of fund accounting, financial reporting, NAV production, capital calls, distributions, treasury operations, fund finance, and private markets operations.
• Experience implementing or enhancing fund accounting or finance platforms, including Investran, Geneva, Yardi, Allvue, or similar systems.
• Proven experience gathering business requirements, partnering with stakeholders, and translating business needs into functional and technical solutions.
• Strong technical skills with SQL required and Python strongly preferred.
• Experience with reporting and analytics tools such as Power BI, Tableau, Alteryx, or similar BI platforms.

Pay: $65/hr -$70/hr