Top Tech Jobs & Startup Jobs in NYC, NY

Support investment research and portfolio construction by analyzing securities, monitoring holdings, building model portfolios, performing financial modeling and due diligence, preparing investment memorandums, and communicating recommendations to advisors and clients. Learn and use market data systems and work on special projects to improve the investment platform while delivering best-in-class client service.

Lead procurement cost-optimization and vendor rationalization initiatives by analyzing spend, contracts, and market trends. Support supplier strategies and high-value negotiations, build executive reporting and business cases, drive projects from concept to implementation, and track realized savings and operational improvements while advising business leaders cross-functionally.

Prepare and review individual, trust, estate, gift, foundation, and business tax returns; perform tax research; manage tax files and client data; assist with notices and support tax planning for high-net-worth clients.