IT Clerk/Assistant Part-time role 4 weeks 3 days a week Midtown NY $20-$27/hr

IT Industry related experience
• The ability to be able to work as part of a team as well as on own initiative
• Good working experience with MS Excel, Word, PowerPoint (Microsoft Tools)
• Working experience with Exchange management tools and/or Active Directory management tools
• Good verbal and written skills

• Email each owner of the Business departments asking them to review their distribution lists
• Marked them if they are required or not
• If not required, they will be deleted
• If required, asking them to change the display name to the defined standard format, using the How To guide we have put together
• Respond to any email queries
• The owners to report back within 2 weeks, otherwise need to be followed up
• Collate all the responses and update the master Documents

Logistics Coordinator/Sales Support Houston Texas 47k base plus bonus

Methanol & Ethanol Sales Support & Traffic and Logistics Coordinator for servicing delivery to truck & rail customers in North America: (60% of the time)

Servicing a delivery to customer(s) in North America which we ship out product from 3 inventory terminals located at Bayonne/Perth Amboy, NJ, Houston, TX and St. Rose, LA , selling them FCA/FOB tank and DDP to customers sites etc. We are expanding sales for these accounts. The amount of deliveries is significant. This includes activities like below mainly;

a) Servicing account and arranging delivery by contracting logistics such as barges, trucks and rail out from our inventory, and coordinate scheduling to deliver the materials to customer’s sites.
b) Inventory management by communicating close with sales manager as well as logistics specialist/manager. Month end reconciliation.
c) Billing, collecting, accounting input associated with the account.
d) Monitoring credit exposure of each customer with commercial managers.
e) Good Customer Service to satisfy their needs on top of regular delivery service, by working closely and jointly with sales person in charge.
f) Tracing locations of 150+ railcars, manage to juggle its movements to stably and efficiently use the cars, and collecting and managing the data of its locations for required filing against relevant authority.
g) Managing billing/payment of freight, demurrage, repair of rail cars and trucks.
h) Controlling inventory in both shore and inland storage locations.
i) Export and Import regulatory compliance management and processing.

We are aiming to expand distribution businesses which this part of the job is important to support customer needs.

Ethanol logistics and documentation support –Our ethanol team buys and/or acts as an agent of our parent company for purchasing in Central/North America and selling into the Americas and Asia. The ethanol team maintains several time/Charter vessels which require paying service suppliers. Required duties are mainly but not limited to: (30% of the time)

a) Issue/pay invoices
b) Send/receive ship/barge orders
c) Issue inspection orders for barges/ships
d) Nominate agents and coordinate AP/AR on each port locations.
e) Export documentation control and liaison with supplier/ship owner/freight forwarder/ship broker
f) Register customers/suppliers into accounting system
g) Spreadsheet management
h) Other documentation

Methanol & Ethanol Import, Export and International trading Support. (10% of the time)

a) Making necessary documentations, Issuing disbursement, purchasing insurance, and price adjustment control, accounting input associated with the account of Ethanol trading.
Making necessary documentations, billing and accounting input associated with methanol vessel shipments to Brazil.

Knowledge and Skills
Required:
1) Computer skills including Excel and other Microsoft applications
2) Knowledge on SAP input as well as company regulations especially for internal control requirement
3) Accuracy and Efficiency of conducting job.
4) Job organization skills for not making mistake/overlook of work necessity.
5) Reporting skill to share the information with sales and logistics staffs.
6) Ability to be proactive/flexible (think a few steps ahead) and make changes in order to prevent and solve the troubles.
7) Communication skill to give good customer service for customers.

Internal Wholesaler $60 to 65k plus bonus and incentive ALL IN 100k PERM

The Internal Investment Consultant’s primary role is to drive sales and build relationships with financial advisors within a geographic territory. The Internal Investment Consultant is responsible for making proactive outbound calls to financial advisors to share sales ideas, provide product information, and offer sales support. The Internal Investment Consultant also works closely with an external partner to support administrative needs and assist in the development and implementation of a business plan and sales strategy. Additional duties include responding to inbound product and sales calls, scheduling wholesaler visits, and following up with client requests in a timely manner.

• Provide product information and sales support to financial advisors
• Work closely with External Investment Consultants to set up sales meetings and offer overall support and follow up
• Partner with External Investment Consultant to develop sales ideas and strategies
• Promote investment products to the brokerage community
• Manage and build financial advisor relationships
• Proactively follow up with clients and prospective clients in a timely manner
• Maintain and manage CRM system
• Occasional travel with wholesaler
• Work closely with External Investment Consultant and members of Internal Sales.
• Bachelor’s degree
• Series 7 and 66 licensed
• Excellent verbal and written communication skills
• Proficient in Microsoft Office Suite
• Must possess strong inter-personal and organizational skills
• Must demonstrate the ability to multi-task
• Must be able and willing to work in a team oriented environment

Internal Sales Associate $50 to 55k plus incentives and bonus Midtown NY

Need a college graduate with a strong sales internship or portfolio /sales experience. I do not need a lot of experience, but must WILLING to get registered 7/63 within 6 months of starting the position. This supports the external sales manager so the person will be making phone calls, scheduling appointments and assisting with sales. Great start for someone who wants a career in sales or possible portfolio administration.

• Provide product information and sales support to financial advisors
• Work closely with External Investment Consultants to set up sales meetings and offer overall support and follow up
• Partner with External Investment Consultant to develop sales ideas and strategies
• Promote investment products to the brokerage community
• Manage and build financial advisor relationships
• Proactively follow up with clients and prospective clients in a timely manner
• Maintain and manage CRM system
• Occasional travel with wholesaler
• Work closely with External Investment Consultant and members of Internal Sales.
• Bachelor’s degree
• Excellent verbal and written communication skills
• Proficient in Microsoft Office Suite
• Must possess strong inter-personal and organizational skills
• Must demonstrate the ability to multi-task
• Must be able and willing to work in a team oriented environment

RFP Associate temp to permanent 80k-90k base

The successful candidate will be expected to:
• Provide high-quality client service reporting support for quarterly, annual and ad hoc requests for strategies
• Ensure all questionnaires are delivered in a timely and efficient fashion upon completion of all related reviews and input
• Ensure a full understanding of companies relationships with clients and the types of reports requested for various retail and institutional strategies
• Facilitate improvements in sourcing data, including working with Product and Performance Services on the aggregation of data into a single report compared to the use of multiple sourcing for similar data elements; look for ways to eliminate manual manipulation of data and manual overrides of data by the Product team; work to ensure data timeliness and efficiency
• Build relationships with distribution, product and subject matter experts to stay abreast of all current information related to the firm, its strategy and its initiatives for the future
• Act as a marketing ambassador to investment professionals in order to build on existing relationships and promote a harmonious rapport

At least three years of investment management experience with experience in both retail and institutional markets:
• Knowledge of both retail and institutional products and services, for institutional and retail positioning
• Experience with a content management database (preferably Qvidian)
• Proven project management and process skills;
• The motivation to be a self-starter, multi-task and prioritize effectively
Ability to develop and maintain lasting relationships with senior investment and distribution professionals; good interpersonal skills; goal-oriented;
• Outstanding skills in organization, prioritization and time management
• College degree a must

Marketing Associate 100k base Midtown NY

The Junior Channel Marketing Manager will be part of the team responsible for collateral and marketing support for the Advisory and RIA sales channels. This position will serve as one of the primary marketing contacts for both business lines and will work closely with the senior leadership team to build a strong product and content strategy and execute on marketing campaigns. This person will report to the Senior Channel Marketing Manager for RIA and Advisory Business.

Functions:
•Assist in developing a fully integrated marketing strategy to effectively position the company in the Advisory and RIA channels.
•Partner with internal colleagues (sales, product, client intelligence) to identify opportunities and generate content on relevant topics designed for this audience.
•Work closely with the firm’s global economics and strategies group to develop thought leadership programs and insights that can help Advisors and their client’s navigate the markets.
•Partner with our data analytics team and digital marketing team to provide more targeted client lists and precise client behaviors to our sales colleagues.
•Work closely with the broader marketing organization on the creation and execution of initiatives to ensure that the firm wide marketing plans align with the RIA channels strategic priorities and goals.
•Measure qualitative and quantitative results of strategic initiatives.

Qualifications:
•Proven ability to contribute to strategic marketing initiatives in the RIA and Advisory business segment.
•Excellent interpersonal and client relationship skills.
•Ability to manage and prioritize multiple projects simultaneously.
•Excellent verbal and written communications skills.

Minimum Experience:
3 – 5 years of marketing or sales experience within the asset management business.
1 -3 years of RIA specific marketing or sales experience.

Education and/or Experience
•Bachelor’s degree

Licenses
•Series 7

Junior Administrative Assistant 55k-65k Midtown NY

Duties & Responsibilities
Position provides administrative support to busy corporate attorneys. Duties include but are not limited to: serving as a key point of contact for clients, and other business colleagues, assisting with the management of client relationships, assisting in business development initiatives and administrative duties such as answering phones, time entry, travel arrangements, processing reimbursement expenses, calendaring, filing, updating contact list and document production. Hours are 9:00 a.m. – 5:00 p.m., with overtime available and needed on a regular basis. (MIGHT BE DIFFERENT HOURS THEN POSTED)

Skills & Competencies
Qualified candidate should be extremely organized, detail-oriented, able to multi-task and prioritize their workload and work well under pressure. The successful candidate should be a self-starter, forward-thinking, action-oriented and focused. Excellent interpersonal, time management, written and verbal communication skills along with the ability to work independently, are required. The ideal candidate must be highly proficient using Microsoft Office Suite applications (Word, Excel, Outlook). Must be a team player and flexible to work overtime.

Qualifications & Prior Experience
Bachelor’s degree and strong technical skills in MS Office
They are looking for someone who brings a high degree of intelligence, professionalism and confidence in themselves as well as has a get the job done type of attitude. They want someone who takes initiative and shows and interest in learning and growing with the firm. The firm provides excellent resources and they want someone who is not adverse to using them.

RFP Marketing Associate Midtown NY Temp-Perm

The successful candidate will be expected to:
• Provide high-quality client service reporting support for quarterly, annual and ad hoc requests for Dallas-based strategies
• Ensure all questionnaires are delivered in a timely and efficient fashion upon completion of all related reviews and input
• Ensure a full understanding of company relationships with clients and the types of reports requested for various retail and institutional strategies
• Facilitate improvements in sourcing data, including working with Product and Performance Services on the aggregation of data into a single report compared to the use of multiple sourcing for similar data elements; look for ways to eliminate manual manipulation of data and manual overrides of data by the Product team; work to ensure data timeliness and efficiency
• Build relationships with distribution, product and subject matter experts to stay abreast of all current information related to the firm, its strategy and its initiatives for the future
• Act as a marketing ambassador to investment professionals in order to build on existing relationships and promote a harmonious rapport between different groups

Experience / Qualifications and Skills (required, preferred; technical, functional skills)
At least three years of investment management experience with experience in both retail and institutional markets:
• Knowledge of both retail and institutional products and services, for institutional and retail positioning
• Experience with a content management database (preferably Qvidian)
• Proven project management and process skills;
• The motivation to be a self-starter, multi-task and prioritize effectively
Ability to develop and maintain lasting relationships with senior investment and distribution professionals; good interpersonal skills; goal-oriented;
• Outstanding skills in organization, prioritization and time management
• College degree a must

Senior Compliance/Coding Analyst PERM Midtown NY Flexible salary

Position summary

This position acts as an intermediary between Portfolio Management, Trading, and Operations to ensure that orders and executions are compliant with all investment restrictions and the firm’s applicable policies and procedures.
Role & responsibilities
•Work within the investment compliance team to electronically (via Bloomberg AIM and the firm’s own compliance engine (“IPMS”) monitor compliance with all regulatory requirements and the investment guidelines of the firm’s separately managed portfolios and mutual funds including:
•Participate in the coding of client investment guidelines and regulatory requirements in the Bloomberg and IPMS systems.
•Communicate guideline/trading issues to individuals across the company including Portfolio Management, Trading, Operations and Client Services.
•Conduct ongoing reviews of the firm’s institutional accounts to ensure compliance with client guidelines.
•Investigate compliance issues as needed and report findings back to department managers.
•Perform general compliance and operational risk related functions as instructed.
•Participate in various legal and compliance projects (regional and global).

Experience / Qualifications and Skills
Required:
•Minimum of 3 years of securities and/or asset management
•Minimum of 2 years of Bloomberg CMGR coding experience or on other similar compliance monitoring systems (e.g. Charles River Development)
•Computer proficient including Microsoft Office Suite
•This position requires flexible workings hours (as early as 6:00AM and as late as 6:00PM PT)

Preferred:
•BS or BA
•Experience in implementing systems and processes
•Intermediate or advance MS Excel skills include Pivot tables, V-Lookup formulas

Digital Marketing Manager Perm Global Investment Company 120k to start

Job Summary:

The Digital Marketing Manager will be responsible for leading email marketing initiatives while supporting management of the company website. The role will involve identifying, planning, executing and reporting on all email marketing efforts and engagements and making recommendations for enhancements in this area of outreach. This is a collaborative position involving engagement with the distribution channels and internal marketing partners along with other key stakeholders across the firm.

Responsibilities/Activities:

Email Marketing
Support enhancements to the Email marketing strategy and advocate for successful best practices within the organization
Work with other members of Marketing teams to define, plan and execute the email campaigns on time
Continuously identify opportunities to improve email marketing including automation, trigger marketing, A/B testing, template designs, content, call to action, etc.
Monitor performance and produce standardized reports along with recommendations on an ongoing basis
Ability to do deep dive analysis time to time to understand customer touch points and successes factors across different customer segments
Knowledge of industry tools and solutions to optimize and innovate in this space

Website
Work to support website strategy for the company in US and other global markets
Identify ongoing growth opportunities, and execute them to completion
Partner with all departments within the organization and make required day to day content additions & updates when required
Negotiate and manage external vendors tied to technical enhancements to the site, and define operating processes and procedures for effective moderation and administrative
Monitor usage and report on usage along with recommendation on a regular basis

Minimum requirements:

Bachelor’s degree with minimum 5 years of marketing experience in the digital marketing space (email marketing, website, mobile, etc.)
Experience developing, managing and implementing projects across digital channels such as Email marketing programs, Website development & optimization, digital media campaign planning & execution, etc.
Knowledge and familiarity of platforms and analytics tools including Marketing Automation platform (specifically Pardot), CMS platforms, Google Analytics, Salesforce, channel optimization and user conversions tactics, etc.
Knowledge of digital technologies & development preferred with experience managing internal development, and also outsourced development with external vendors
Quantitative & analytical acumen to analyze and report digital data insights
Experience in the Financial Services industry preferred but not required
Excellent written and verbal communication skills
Ability to manage multiple projects and can work independently as well as a team
Strong relationship management skills and highly motivated team player to influence and drive change