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Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Conducts market and counterparty risk analytics, stress testing, statistical analysis, and quantitative model development. Responsibilities include designing scenarios, consolidating results, supporting model validation and risk management, improving risk systems, documenting technical processes, supporting regulatory initiatives, and partnering with technology teams, risk managers, senior management, auditors, and regulators.
Top Skills:
ExcelPythonSQL
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Originates and structures customized OTC derivatives and Market-Linked Investments for retail and UHNW clients. Develops investment, hedging, and portfolio strategies; prepares term sheets and client materials; prices and executes transactions; and coordinates with sales, trading, operations, risk, legal, compliance, and technology teams. Leads platform modernization, workflow automation, business requirements, system integration, roadmap development, and transformation initiatives supporting advisor adoption, scalability, and client outcomes.
Top Skills:
Capital MarketsMarket-Linked InvestmentsOtc DerivativesPortfolio ConstructionSeries 66Series 7Series 79SieStructured Products
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provides legal counsel and regulatory guidance for fixed income derivatives, futures, cleared OTC, repo, Rates, and FX businesses. Drafts and negotiates ISDA agreements, credit support documents, transaction confirmations, legal opinions, and related documentation. Advises on CFTC, SEC, NFA, and FINRA requirements; supports Treasury clearing initiatives, regulatory examinations, risk management, and strategic business matters. Coordinates with internal stakeholders, external counsel, and global legal teams while mentoring colleagues.
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provides confidential administrative support to senior management by managing calendars, meetings, travel, visas, expenses, communications, presentations, conference logistics, and executive events. The role coordinates with executives, clients, sales teams, external groups, and office assistants while handling sensitive information and ensuring timely follow-through in a fast-paced environment.
Top Skills:
ExcelMS OfficeOutlookPowerPointWord
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provides independent credit risk oversight for Bank of America's U.S. and EMEA Real Estate Structured Finance portfolio. Reviews and approves complex financing transactions, guides structuring, evaluates portfolio and market risks, monitors asset quality, ensures regulatory and policy compliance, and exercises lending authority. The role partners with business and risk stakeholders, supports CMBS and SASB securitization activities, leads strategic and regulatory initiatives, presents portfolio analysis to senior leadership, and mentors credit risk professionals.
Top Skills:
Adobe AcrobatCmbsExcelMicrosoft PowerpointMicrosoft WordSasb
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Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Manages and expands high-net-worth client relationships by identifying new business opportunities across credit, investments, and deposits. Leads complex credit opportunities, grows balances and revenue, coordinates client-team activities, promotes digital capabilities, and builds internal, external, and referral-partner relationships. The role also mentors other Private Client Managers and may originate residential mortgage loans, requiring SAFE Act registration.
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Supports alternative investment sales across a designated territory by coordinating wholesalers, specialists, advisors, clients, meetings, events, and roadshows. Serves as a subject-matter expert on alternative investment strategies, portfolio construction, implementation, fund updates, and platform solutions. Builds advisor relationships, manages inquiries, supports client experiences, and expands adoption of alternative investment products through presentations, education, and proactive prospecting.
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Owns territory growth for investment advisory assets by partnering with Financial Advisors and market leadership. Responsibilities include identifying growth opportunities, converting brokerage assets to advisory relationships, acquiring new assets, expanding wallet share, coaching advisors, leading pipeline reviews, supporting client meetings and events, and tracking performance. Requires strong investment knowledge, consultative sales ability, relationship-building skills, CRM and reporting platform proficiency, regular territory travel, and securities licenses.
Top Skills:
CopilotCrm SystemsReporting PlatformsSales ToolsSalesforceTableau
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Conduct complex financial modeling and valuation, write industry and company reports and initiations, support IPO vettings and analyst days, develop research databases, build industry contacts, attend client meetings and events, follow market and company activity, and collaborate with senior analysts to develop key industry themes.
Top Skills:
ExcelMs Word
One Month AgoSaved
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Manage treasury solution sales for insurance and specialty finance clients, driving revenue, product penetration, portfolio growth, pricing, profitability, and relationship development. Lead client presentations, proposals, negotiations, and strategic discussions involving payments, liquidity management, FX, and commercial cards. Partner with bankers, product specialists, servicing, and implementation teams to deliver customized solutions. Coach Treasury Analysts and support digital payments adoption while maintaining client satisfaction and managing risk.
Top Skills:
Commercial Card ServicesDigital PaymentsFxGlobal Treasury ManagementInternational Cash ManagementMobile PaymentsReal-Time PaymentsTrade FinanceUsd Clearing
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