Demo

Financial Services Representative

ApTask
New York, NY Contractor
POSTED ON 4/21/2025
AVAILABLE BEFORE 5/20/2025

Pay Rate: $25/hr w2


• Maintain relationships with key asset managers to streamline documentation and onboarding processes

• Liaise with IED Sales and Trading desks, as well as members of Firm’s Legal, IED Negotiation, Risk, Credit, Client Service and Onboarding teams.

• Client base includes hedge funds, mutual funds, pensions, insurance companies, banks, corporates and money managers.

• Act as primary point of contact with existing clients looking to launch new funds.

• Work with outside counsel to perfect security interest for certain jurisdictions.

• Monitoring risk reports.



Qualifications

• Strong verbal and written communication skills; attention to detail; ability to meet deadlines on multiple projects.

• Ability and initiative to proactively communicate with senior business unit members as well as clients

• Manage ad-hoc projects along with day to day tasks

• Comfortable working in an open trading floor environment.

• Bachelor’s Degree required.

• Proficiency in Microsoft Office


Applicant Consent:

By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy , and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.

Salary : $20 - $25

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