Social Capital Resources
New York, New York
Job Description Bank in Midtown, Manhattan is seeking a Business Analyst to support their Data & Reporting group. This is a temporary to permanent position! Responsibilities: Partner with business and technology teams to identify reporting needs, document requirements, and develop process improvements. Gather and translate business requirements into functional specifications for technology and data initiatives. Support reporting automation, data migration, and system enhancement projects. Analyze existing workflows and identify opportunities to improve efficiency, accuracy, and data quality. Develop business requirements documents (BRDs), process flows, and other project documentation. Coordinate with development teams throughout the project lifecycle, including testing, validation, and implementation. Assist with user acceptance testing (UAT) and ensure solutions meet business requirements. Support data governance initiatives, including data quality, data lineage, and documentation standards. Facilitate stakeholder discussions, track project deliverables, and provide regular status updates. Collaborate with internal teams to address reporting, operational, and data-related risks. Assist with documentation and information requests related to internal controls and audits. Qualifications: Bachelor's degree in Business, Finance, Information Systems, or a related field. 2-5 years of business analysis experience, preferably within banking or financial services. Experience supporting data management, reporting, automation, or technology-related projects. Strong understanding of business requirements gathering, process documentation, and functional specifications. Familiarity with data governance, data quality, and data management principles. Experience working with technology teams throughout the software development lifecycle (SDLC). Exposure to SQL or data analysis tools is a plus. Strong analytical, problem-solving, and organizational skills. Excellent written and verbal communication skills. Ability to independently manage responsibilities while collaborating with cross-functional teams. Ability to speak Mandarin or Cantonese is a plus
Job Description Bank in Midtown, Manhattan is seeking a Business Analyst to support their Data & Reporting group. This is a temporary to permanent position! Responsibilities: Partner with business and technology teams to identify reporting needs, document requirements, and develop process improvements. Gather and translate business requirements into functional specifications for technology and data initiatives. Support reporting automation, data migration, and system enhancement projects. Analyze existing workflows and identify opportunities to improve efficiency, accuracy, and data quality. Develop business requirements documents (BRDs), process flows, and other project documentation. Coordinate with development teams throughout the project lifecycle, including testing, validation, and implementation. Assist with user acceptance testing (UAT) and ensure solutions meet business requirements. Support data governance initiatives, including data quality, data lineage, and documentation standards. Facilitate stakeholder discussions, track project deliverables, and provide regular status updates. Collaborate with internal teams to address reporting, operational, and data-related risks. Assist with documentation and information requests related to internal controls and audits. Qualifications: Bachelor's degree in Business, Finance, Information Systems, or a related field. 2-5 years of business analysis experience, preferably within banking or financial services. Experience supporting data management, reporting, automation, or technology-related projects. Strong understanding of business requirements gathering, process documentation, and functional specifications. Familiarity with data governance, data quality, and data management principles. Experience working with technology teams throughout the software development lifecycle (SDLC). Exposure to SQL or data analysis tools is a plus. Strong analytical, problem-solving, and organizational skills. Excellent written and verbal communication skills. Ability to independently manage responsibilities while collaborating with cross-functional teams. Ability to speak Mandarin or Cantonese is a plus
Social Capital Resources
Tampa, Florida
Job Description Financial Services Firm in Tampa, Florida is seeking a Product Manager to assist with the growth of their Prime Services platform! Responsibilities: Assist with the build of a Prime Services platform, a modern institutional trading, custody, clearing, financing, and technology platform designed for hedge funds, family offices, proprietary trading firms, asset managers, and other professional market participants. Translate buyside client needs into detailed product requirements, user stories, process flows, commercial assumptions, and implementation plans for Engineering, Design, Trading, Operations, Compliance, Risk, and Professional Services. Build capabilities for low-latency execution, DMA access, smart order routing, advanced order types, FIX/API integrations, OMS/EMS connectivity, drop copies, institutional market data, and execution-only or custody-plus-execution models. Own the product strategy and roadmap for Prime Services, including institutional onboarding, entity and fund account structures, master-sub accounts, trading workflows, account maintenance, reporting, billing, and service tools. Define the core user experience for hedge funds, family offices, prop trading shops, asset managers, traders, operations users, and authorized principals across web, desktop, portal, file-based, FIX, and API workflows. Partner with Risk, Trading, Operations, and Compliance to design workflows for market access controls, pre-trade risk checks, real-time margin, portfolio margin, trader limits, kill switches, short locate requirements, surveillance, and exception management. Qualifications: Bachelor's degree or equivalent 5+ years of experience in Product Management, Engineering, or Consulting 4+ years Experience building or managing product capabilities within institutional brokerage, prime brokerage, custody, clearing, trading technology, hedge fund services, fintech, or capital markets infrastructure. Strong understanding of buyside workflows, including institutional onboarding, account structures, trading, order routing, allocations, margin, risk, settlement, stock borrow, reporting, billing, and operational support. Direct experience with hedge fund, family office, proprietary trading, asset manager, prime brokerage, institutional execution, DVP/RVP, or clearing platform workflows. Familiarity with institutional platforms and providers such as Interactive Brokers, Clear Street, Goldman Sachs, Morgan Stanley, Pershing, DASH, FlexTrade, Bloomberg EMSX, or similar OMS/EMS, prime brokerage, and clearing ecosystems. Ability to convert complex business, operational, regulatory, trading, and technical requirements into clear product requirements and execution plans. Experience working cross-functionally with Engineering, Operations, Compliance, Legal, Risk, Trading, Sales, and client-facing teams. Proficiency in JIRA, Confluence, or similar product/project management tools. Excellent written and verbal communication skills, with the ability to drive alignment across senior stakeholders, technical teams, and sophisticated institutional clients. Knowledge of FIX, REST APIs, WebSocket feeds, OMS/EMS integrations, drop copy, average pricing, trade allocations, portfolio margin, Reg T, securities lending, hard-to-borrow locates, and real-time risk dashboards. Understanding of regulatory, supervisory, margin, market access, trade reporting, books and records, surveillance, and client communication requirements in an institutional broker-dealer or clearing environment.
Job Description Financial Services Firm in Tampa, Florida is seeking a Product Manager to assist with the growth of their Prime Services platform! Responsibilities: Assist with the build of a Prime Services platform, a modern institutional trading, custody, clearing, financing, and technology platform designed for hedge funds, family offices, proprietary trading firms, asset managers, and other professional market participants. Translate buyside client needs into detailed product requirements, user stories, process flows, commercial assumptions, and implementation plans for Engineering, Design, Trading, Operations, Compliance, Risk, and Professional Services. Build capabilities for low-latency execution, DMA access, smart order routing, advanced order types, FIX/API integrations, OMS/EMS connectivity, drop copies, institutional market data, and execution-only or custody-plus-execution models. Own the product strategy and roadmap for Prime Services, including institutional onboarding, entity and fund account structures, master-sub accounts, trading workflows, account maintenance, reporting, billing, and service tools. Define the core user experience for hedge funds, family offices, prop trading shops, asset managers, traders, operations users, and authorized principals across web, desktop, portal, file-based, FIX, and API workflows. Partner with Risk, Trading, Operations, and Compliance to design workflows for market access controls, pre-trade risk checks, real-time margin, portfolio margin, trader limits, kill switches, short locate requirements, surveillance, and exception management. Qualifications: Bachelor's degree or equivalent 5+ years of experience in Product Management, Engineering, or Consulting 4+ years Experience building or managing product capabilities within institutional brokerage, prime brokerage, custody, clearing, trading technology, hedge fund services, fintech, or capital markets infrastructure. Strong understanding of buyside workflows, including institutional onboarding, account structures, trading, order routing, allocations, margin, risk, settlement, stock borrow, reporting, billing, and operational support. Direct experience with hedge fund, family office, proprietary trading, asset manager, prime brokerage, institutional execution, DVP/RVP, or clearing platform workflows. Familiarity with institutional platforms and providers such as Interactive Brokers, Clear Street, Goldman Sachs, Morgan Stanley, Pershing, DASH, FlexTrade, Bloomberg EMSX, or similar OMS/EMS, prime brokerage, and clearing ecosystems. Ability to convert complex business, operational, regulatory, trading, and technical requirements into clear product requirements and execution plans. Experience working cross-functionally with Engineering, Operations, Compliance, Legal, Risk, Trading, Sales, and client-facing teams. Proficiency in JIRA, Confluence, or similar product/project management tools. Excellent written and verbal communication skills, with the ability to drive alignment across senior stakeholders, technical teams, and sophisticated institutional clients. Knowledge of FIX, REST APIs, WebSocket feeds, OMS/EMS integrations, drop copy, average pricing, trade allocations, portfolio margin, Reg T, securities lending, hard-to-borrow locates, and real-time risk dashboards. Understanding of regulatory, supervisory, margin, market access, trade reporting, books and records, surveillance, and client communication requirements in an institutional broker-dealer or clearing environment.
Social Capital Resources
New York, New York
Job Description Top-Tier Investment Management Firm in Midtown, Manhattan is seeking an Associate, AI Engineer for their growing team! We are seeking a hands-on AI Engineer to develop and deploy AI-driven applications for a growing financial services organization. The ideal candidate will have strong Python development skills and experience building production-ready solutions using large language models (LLMs), retrieval-augmented generation (RAG), and modern AI technologies. Responsibilities: Design, build, and deploy AI applications that improve business processes, research, and data analysis. Develop generative AI tools utilizing LLMs, RAG, semantic search, and document processing. Build scalable Python applications and integrate AI solutions with internal systems and databases. Implement and optimize embeddings, vector databases, and data pipelines. Collaborate with business stakeholders to identify opportunities and deliver practical AI solutions. Ensure applications meet performance, security, and reliability standards. Qualifications: 3-5+ years of experience in AI/ML engineering or software development. Strong Python programming skills and experience deploying AI applications into production. Hands-on experience with LLMs, RAG, prompt engineering, and AI APIs (OpenAI, Anthropic, or similar). Experience with SQL, PostgreSQL, and vector databases such as pgvector, Qdrant, or Weaviate. Knowledge of data pipelines, document processing, and structured/unstructured datasets. Strong problem-solving skills and ability to work directly with business stakeholders. Bachelor's degree in Computer Science, Engineering, or a related field. Experience in financial services, fintech, or investment management. Familiarity with Azure, workflow automation, and AI governance.
Job Description Top-Tier Investment Management Firm in Midtown, Manhattan is seeking an Associate, AI Engineer for their growing team! We are seeking a hands-on AI Engineer to develop and deploy AI-driven applications for a growing financial services organization. The ideal candidate will have strong Python development skills and experience building production-ready solutions using large language models (LLMs), retrieval-augmented generation (RAG), and modern AI technologies. Responsibilities: Design, build, and deploy AI applications that improve business processes, research, and data analysis. Develop generative AI tools utilizing LLMs, RAG, semantic search, and document processing. Build scalable Python applications and integrate AI solutions with internal systems and databases. Implement and optimize embeddings, vector databases, and data pipelines. Collaborate with business stakeholders to identify opportunities and deliver practical AI solutions. Ensure applications meet performance, security, and reliability standards. Qualifications: 3-5+ years of experience in AI/ML engineering or software development. Strong Python programming skills and experience deploying AI applications into production. Hands-on experience with LLMs, RAG, prompt engineering, and AI APIs (OpenAI, Anthropic, or similar). Experience with SQL, PostgreSQL, and vector databases such as pgvector, Qdrant, or Weaviate. Knowledge of data pipelines, document processing, and structured/unstructured datasets. Strong problem-solving skills and ability to work directly with business stakeholders. Bachelor's degree in Computer Science, Engineering, or a related field. Experience in financial services, fintech, or investment management. Familiarity with Azure, workflow automation, and AI governance.
Social Capital Resources
New York, New York
Job Description Top-Tier Asset Management firm in Midtown, Manhattan is seeking an Enterprise Developer to support their Investment and Trading Technology space! Responsibilities: Develop, enhance, and maintain enterprise applications supporting critical business operations. Build and support software solutions using C#, .NET, ASP.NET, SQL Server, and modern web development frameworks. Work across front-end and back-end technologies to deliver efficient, user-friendly applications. Participate in technology modernization initiatives, including application upgrades, system conversions, and third-party platform integrations. Support the integration of internal applications with external software platforms and data sources. Develop automated workflows and tools that improve operational efficiency, reporting, and data management. Contribute to cloud-based development projects, including the enhancement and migration of applications within Microsoft Azure. Collaborate with business users, technology colleagues, and senior stakeholders to evaluate requirements and develop practical technical solutions. Troubleshoot application issues, optimize system performance, and provide ongoing production support. Follow established software engineering standards, including code reviews, testing, documentation, version control, and deployment procedures. Utilize modern development tools, including AI-assisted coding technologies, to improve development efficiency and solution quality. Qualifications: Bachelor's degree in Computer Science, Information Systems, Engineering, or a related discipline, or equivalent professional experience. Minimum of 5 years of professional experience developing enterprise-level software applications. Strong hands-on development experience with C#, .NET/.NET Core, ASP.NET, and SQL Server. Experience building web-based applications using modern front-end technologies such as React, Angular, Blazor, or comparable frameworks. Strong knowledge of SQL, database development, stored procedures, and application integration. Experience developing APIs, connecting disparate systems, and supporting data-driven applications. Familiarity with Microsoft Azure or similar cloud environments. Experience with source control, automated deployments, CI/CD pipelines, and modern development practices. Strong analytical, troubleshooting, and problem-solving capabilities. Ability to work independently while collaborating effectively with both technical and nontechnical colleagues. Excellent communication skills and a commitment to producing high-quality software solutions. Previous software development experience within financial services, investment management, banking, or a related industry. Exposure to enterprise financial applications, investment technology, or operational processing systems. Experience integrating third-party platforms and supporting large-scale software implementations. Knowledge of application modernization, service-oriented design, or microservices architecture. Familiarity with business intelligence, reporting tools, and workflow automation technologies. Experience with Microsoft Power Platform, Azure DevOps, or comparable development and deployment tools. Understanding of financial data, transaction processing, or enterprise accounting workflows. Experience using AI-powered development tools to streamline coding, testing, and documentation. Relevant technical certifications are a plus.
Job Description Top-Tier Asset Management firm in Midtown, Manhattan is seeking an Enterprise Developer to support their Investment and Trading Technology space! Responsibilities: Develop, enhance, and maintain enterprise applications supporting critical business operations. Build and support software solutions using C#, .NET, ASP.NET, SQL Server, and modern web development frameworks. Work across front-end and back-end technologies to deliver efficient, user-friendly applications. Participate in technology modernization initiatives, including application upgrades, system conversions, and third-party platform integrations. Support the integration of internal applications with external software platforms and data sources. Develop automated workflows and tools that improve operational efficiency, reporting, and data management. Contribute to cloud-based development projects, including the enhancement and migration of applications within Microsoft Azure. Collaborate with business users, technology colleagues, and senior stakeholders to evaluate requirements and develop practical technical solutions. Troubleshoot application issues, optimize system performance, and provide ongoing production support. Follow established software engineering standards, including code reviews, testing, documentation, version control, and deployment procedures. Utilize modern development tools, including AI-assisted coding technologies, to improve development efficiency and solution quality. Qualifications: Bachelor's degree in Computer Science, Information Systems, Engineering, or a related discipline, or equivalent professional experience. Minimum of 5 years of professional experience developing enterprise-level software applications. Strong hands-on development experience with C#, .NET/.NET Core, ASP.NET, and SQL Server. Experience building web-based applications using modern front-end technologies such as React, Angular, Blazor, or comparable frameworks. Strong knowledge of SQL, database development, stored procedures, and application integration. Experience developing APIs, connecting disparate systems, and supporting data-driven applications. Familiarity with Microsoft Azure or similar cloud environments. Experience with source control, automated deployments, CI/CD pipelines, and modern development practices. Strong analytical, troubleshooting, and problem-solving capabilities. Ability to work independently while collaborating effectively with both technical and nontechnical colleagues. Excellent communication skills and a commitment to producing high-quality software solutions. Previous software development experience within financial services, investment management, banking, or a related industry. Exposure to enterprise financial applications, investment technology, or operational processing systems. Experience integrating third-party platforms and supporting large-scale software implementations. Knowledge of application modernization, service-oriented design, or microservices architecture. Familiarity with business intelligence, reporting tools, and workflow automation technologies. Experience with Microsoft Power Platform, Azure DevOps, or comparable development and deployment tools. Understanding of financial data, transaction processing, or enterprise accounting workflows. Experience using AI-powered development tools to streamline coding, testing, and documentation. Relevant technical certifications are a plus.