Internal Investment Consultant $60-70k | $85-100k ALL IN Boston, MA

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.

Responsibilities
•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.

Qualifications
•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

Logistics Coordinator/Back office Support 50k-55k base Houston, Texas International Company

Logistics Coordinator will implement, execute and perform the contracts which are fixed by marketing managers. Logistics Coordinator will be responsible to charter vessels/barges/railcars/trucks and coordinate timing of delivery for customers. Logistics Coordinator will also be responsible for Internal Control Management in coordination with middle office and front office. Communication with both internal and external parties is necessary for smooth operation.

Responsibilities:
60% Logistics Operations Management
•Arrange logistics to perform the contracts with suppliers and customers. (hereafter customers) Logistics arrangements shall be punctual based on instruction from the front office and fulfill the requirements of customers. Close communication with customers and prompt reporting to the front office are required.
•Charter vessels, barges, railcars and trucks.
•Monitor and control inventory of railcars, trucks and storage tanks, which are used for distribution business.
•Work closely with third parties associated with logistics including customers, surveyors, freight forwarders, terminals and other logistics companies.

30% Internal Control Management
•To assist with the monthly and quarterly closing including schedule control of closing operations.
•reviews credit line for each customer which includes risk & return evaluations, setting up internal credit line, controlling over-due with each customers.
•To comply with compliance and/or regulations relating to BIP products operations such as but not limited to internal rules and external rules such as HAZMAT, CDR, GHG reporting, necessary certification etc.
•Assist with Mikoshi operation including but not limited to its cost/profit control.

10% Conduct business at all times in ways that demonstrate a commitment to the highest ethical and compliance standards.

•Required
•Min. 3- 5 years’ logistics by rail, truck, barge, ocean going vessel experience in petrochemical.
•Computer skills including Excel, Word, PowerPoint, and other Microsoft applications.
•Communication skills to interact effectively with counterparts internally and externally.
•Basic knowledge of the commodity chemical industry, distribution and logistics of commodities.
•Basic knowledge of financials for credit line control and evaluation.

•Preferred
Experience with SAP
Relevant Experience and Education/ Training
oCollege Degree
Licenses or certifications required, if any:
HAZMAT Training

Legal Graphic Consultant 80k-90k New York/Philadelphia PA/Chicago

Legal Graphic Consultant

We are seeking an experienced professional to work in our growing Philadelphia office. You will have the opportunity to
work hand‐in‐hand with the top attorneys, law firms, and corporations in the country to create visually compelling
demonstrative evidence for use in a legal setting. Candidates will need to have experience in both conceptualization
and production of graphics, and will have the ability to manage multiple projects simultaneously in fast paced and
deadline driven environment. Candidates should be comfortable working both as members of our larger consulting
team and autonomously on projects as needed. This is a client facing position and the ideal candidate must have
excellent written and verbal communication skills, a professional appearance, and experience with attending meetings
and communicating with clients.

Duties
•Plan and produce demonstrative evidence concepts for use at trials and arbitrations using a variety of design and presentation software.
•Attend client meetings, review legal briefs, and draft graphic recommendations concepts and estimates for clients.
•Serve as the client facing lead on assigned graphics projects handling client communication, budget/time tracking, and
•Production oversight including art direction, project management, and quality control.
•Travel as needed to cover client meetings, research projects, and trials.
•Work in conjunction with internal sales team to develop graphic leads.
•Produce and design marketing collateral and pitch presentations in accordance with corporate branding guidelines as needed.
•Serve as a brand ambassador and represent Magna Legal Services as needed at marketing functions and conferences.
•Maintain relationships with external vendors and contractors as needed.
•Monitor design trends and emerging technologies which can be implemented into your work.
•Advanced knowledge of design software including the Adobe Master Suite (Expert level ‐ Photoshop, Illustrator,
•InDesign required) and Microsoft Office with a specific focus on advanced production in PowerPoint including implementation of animations and external media.
•Knowledge of After Effects, Video Editing Software or 3D programs a plus
•5+ years of experience working on graphics projects in a corporate environment with history of increased responsibility
–legal experience and familiarity with legal concepts and terminology a plus.
•Undergraduate degree in Graphic Design, communications or related field ‐ Master’s degree in a related field not required, but preferred.
•Possess the ability to quickly understand, digest, and repackage complex concepts from varied subject areas into easily understood visuals.
•Excellent written and verbal communication skills required along with the ability to proof graphics for accuracy and quality.
•Ability to travel as needed and cover extended hours/weekends as needed to meet deadlines.

Contract Recruiter Role Newport and NY (Long-term contract role for 1+ years) $40hr-$50hr

Contract Recruiter responsible for full project life cycle recruiting efforts across front and back end
positions to include client and non-client facing positions. Asset management experience needed.

RESPONSIBILITIES:
Source and screen candidates, communicate with hiring managers regarding role requirements.
Review code test results, prepare candidate feedback packets, monitor onsite interviews, conduct meetings to discuss
interview feedback and negotiate offers.
Track weekly and quarterly metrics, ensure data quality and participate in weekly search updates.

REQUIREMENTS:
Ability to determine requisition requirements and skills associated with the positions.
Knowledge of EEOC and applicable labor laws.
Sourcing experience required; ability to construct Boolean search queries.
Ability to quickly learn applicant tracking systems and navigate recruiting tools such as LinkedIn search.
5+ years of Recruiting experience primarily recruiting for financial focused roles.
Knowledge of the Newport Beach/New York market is an advantage.
Strong written and verbal communication.
Bachelor’s degree, or equivalent experience.

Accounting Manager HOUSTON TEXAS 85k-92k base

•Over 10 years of relevant experience in the financial accounting field
•Competence in applying, researching and documenting adherence to international financial reporting standards (IFRS) and generally accepted accounting principles (US GAAP)
•Proficient in Microsoft Office with advanced Excel skills
•Experience with major Enterprise resource planning (ERP) system
•Ability to prioritize and complete assignments accurately and in a timely manner
•Ability to work effectively within a team
•Solid organizational skills, attention to detail and accuracy
•Excellent verbal and written communication and interpersonal skills
•Preferred
•Experience in a large public accounting firm
•Experience with SAP
•Relevant Experience and Education/ Training
•Bachelor’s degree in Accounting or related field is required.
•Licenses or certifications required, if any

Responsibilities:
25% Maintain accurate and complete accounting records for the assigned Business Units in compliance with accepted policies and procedures.

25% Execute accurate and timely monthly, quarterly and year end close activities for the assigned Business Units.

25% Serve as a primary contact for the responsible Business Units and provide consultation, facilitation and support on accounting, financial statement audit and internal control matters

25% Plan and supervise the work of junior accountants, provide coaching & guidance and review their performance.

Senior Accountant Global Asset Management Company Midtown NY 140k-155k base

•Responsible for all aspects of revenue calculations, recordings and collections for all lines of business (Retail, Institutional, SMA, etc.).
•Responsible for all aspects of Revenue Share calculations and communications (mo., quarterly, annual) with CIO’s at a detail product level
•TPA Revenues – work with global F&C colleagues to develop an efficient V&C process for analysis, reporting, calculation and payment of revenues transferred in & out of the US, at a product level.
•Perform onshore validation and control of revenue related processes and IFRS Group Reporting processes.
•Oversee Svc Provider adherence to offshore control framework for respective processes.
•Develop, train and monitor a B/S reconciliation process as required
•Oversee MFN data collection and ensure timely and accurate deliverables
•Develop an efficient, effective monthly Flash (projection) process, including commentary
•Review and approval of monthly LLC legal entity financials
•Lead/ participate in process automation/ fee harmonization projects, i.e. client billing
•Bachelor’s degree in accounting.
•CPA with large to mid–size accounting firm experience.
•15 + years corporate accounting experience.
•Asset Management experience strongly preferred
•Evidence of driving change in a finance setting with strong systems and analytical skills
•Prior experience with large financial systems; experience with SAP is strongly preferred, but not required.
•Prior experience with a Finance service provider preferred but not required.
•Ability to communicate effectively; both verbally and in writing.
•Understand big picture and how different tasks are connected
•Ability to manage multiple deliverables with flexibility
•Strong attention to detail
•Make decisions that are appropriate for this level
•Provide timely updates to Manager and escalate issues
•Strong team player
•Able to quickly interpret new and complex information
•Proficient in Microsoft Suite & Financial systems

Administrative/Office Manager Global Investment Company Midtown NY (3-5 yrs) 65k plus bonus.

•Manage team calendar. Schedule and coordinate meetings, calls and video conferences, book meeting rooms and catering.
•Assist in travel arrangements, visa applications.
•Coordinate local travel arrangements and accommodations for visiting executive guests. Manage annual meeting list/responses.
•Prepare travel reimbursement reports, check requests and work with Finance to ensure timely payments; review expense reports.
•Facility and Vendor management and checking of invoices. Manage subscriptions and memberships.
•Act as monetary authority with small company and employee expenses. Ensure compliance with Travel and Expense policy.
•Enter new funds and meeting notes, update deal pipeline and progress in eFront database. Produce eFront reports.
•Actively seek out ways to develop systems and continually service the needs of the team to ensure your time is focused on accomplishing priority objectives.
•Employee onboarding – corporate card, phone services etc.
•Assist with key priorities, maintain task list.
•Lead role in arranging team events and celebrations.
•Participate in the planning of global off-sites.
•Occasional general office duties include, but are not limited to: printing, photocopying, mailing, preparing courier packages, filing, scanning of business cards.
•Maintain confidentiality of client and employee information.
Ensure employee compliance with health and safety policies.

This position is responsible for providing administrative support for the private equity investment team. Duties include general administrative and project based work. The ideal candidate for this position will be able to assist and act in a confidential capacity, communicate well with tact and courtesy, and project a professional image through in-person and phone interaction.

Lead Operations Midtown NY Global Investment Company 130k-150k plus bonus

The primary objective of the Lead Operations U.S. will be to actively drive change to achieve operational excellence for U.S. Operations.

The Lead Operations U.S. will be vital in serving our company´s business, partnering with all the different departments and areas within the U.S. and other regions (Europe and APAC) to deliver project results in-time and in-budget to all our internal and external clients.

The scope of projects will comprise to optimize and further harmonize the sourcing strategy for Operations U.S for all upcoming regulatory and operational requirements, innovative operational solutions for new product and growth initiatives and onboarding of new investment teams and strategies. An essential part of this role will be the collaboration with Change teams from the other regions to establish best practices and to drive cross-regional initiatives.
In addition, this role will help further developing the mid- to long term Operations strategy & Operating model by closely interacting with the Global Operations Architecture team and leading respective initiatives & projects.

Leading and managing major Operations change initiatives
• Driving and supporting the continuous development, refinement and implementation of our strategic target operating model across the U.S. locations and other regions.
• Driving harmonization, consistency and economic fit of Operations U.S. business model and related change initiatives towards the Global Operating Target Operating (TOM) model.
• Lead build out of Operations Change within U.S. in close alignment with Change teams and processes established in other regions.
• Responsible for managing the Operations U.S. project portfolio
• Operations Architecture: As part of relevant TOM change initiatives designing operational architecture and ensuring alignment of systems, processes, data and providers for complex new business requirements in line with the Global Operating Model.
• Regulatory and Risk: Driving and ensuring operational regulatory compliance and risk mitigation for Operations U.S.
• Identifying opportunities for digitalization & automation and initiating initiatives to strategically transform and enhance the efficiency of the Operations value chain.
• Responsible for managing /overseeing projects to implement the TOM within project budgets (and acquiring budgets for as needed projects)
• Adhere to the correct project structures to control and monitor the project deliverables and other project artefacts (RAID, Change control) based on the overall agreed AGI project management methodology and framework

Litigation/Jury Consultant Chicago/NY/Philly $30-$35/hr

Perform all tasks associated with Jury related litigation consulting. (demographic profiling, facilitation/moderation of research panels, reporting, statistical analysis) and other related litigation consulting products. Such as: online jury research, shadow juries, jury selection, community attitude surveys, witness prep, voir dire and jury selection.

Jury Consultant Skills
Jury consultants must possess a keen insight into human behavior, motivation and decision-making abilities. Excellent interpersonal and communications skills, as well as exceptional writing, speaking and presentation skills, are essential. Research is integral to the job, so candidates should have exceptional abilities in data analysis, as well as proficiency with statistical software. Knowledge of social science research methodology is important.

Pretrial Duties
Jury consultants are integral to the legal process even before a trial begins. They research the jurors’ backgrounds, create juror profiles and assist with jury selection and voir dire — the questioning of prospective jurors. Jury consultants may conduct focus groups and mock trials. They also conduct pretrial research, gather and analyze demographic data, perform statistical analyses and draft analytic reports.

Trial Duties
Developing trial strategies to help shape juror perceptions is one of the most important responsibilities of a jury consultant because it can lead to a favorable outcome. The consultant will provide insight into jurors’ body language and behavior at trial, as well as coach witnesses for the best possible presentation of facts under questioning. He may help lawyers identify arguments and develop strategies. Some jury consultants create courtroom graphics and multi-media presentations to help the attorney weave a compelling and persuasive story for the jury.

Educational and experience
Bachelor’s degree at minimum, a JD, master’s degree or Ph.D. in behavioral science, sociology, political science, criminology, psychology or another social science is preferred. Senior litigation consultant requires 5 plus years’ experience in the field. Junior level associate 2-3 years experience in the field.

Although a law degree isn’t required, a jury consultant should at least possess a firm understanding of legal procedures and terminology. Client development skills are also helpful in acquiring a strong and lucrative client base.

Technical Skills
Microsoft Office Suite, Analytical software (such as SPSS), general understanding of presentation technology.

Administrative Assistant Global Investment Company AUSTIN, TEXAS $30hr-$35/hr temp-perm

We encourage and appreciate taking the initiative, bringing forth creative ideas, and taking ownership. Candidates will also be in a team oriented group who are challenged with a diverse and high volume work load.

The following key activities are included in the role:

1. Travel Coordination and Preparation
• Work with managers to coordinate frequent international and domestic travel arrangements to multiple destinations, through our onsite AMEX travel agency according to the Travel and Entertainment Policy
• Arrange ground transportation, book hotels and manage all logistics
• Create final travel itinerary and directions along with meeting and research materials

2. Expense Reports and Approvals
• Process extremely detailed and complex expense reports through the Concur system on time
• Obtain required expense allocation approval from department heads
• Monitor and track managers’ expense reports until reimbursement
• Reconcile monthly expenses with credit card statements

3. Coordinate Client Meetings/Calendaring
• Coordinate clients meetings for managers and handle the scheduling, materials, meals/refreshments and logistics
• Confirm the final agenda schedule with all presenters
• Ensure meetings are setup as expected and without any incidents

4. Phone Coverage/Client Servicing
• Manage heavy telephone calls and respond to requests
• Create follow up correspondence

5. Project Management
• Participate in special projects
•Manage onboarding of new employees and consultants
•Find your niche and become the expert within the assistant group

Position Requirements
• 2 – 5 years of previous administrative experience supporting multiple executives preferred
• Intermediate to advanced working knowledge of MS Word, Excel and Outlook required
• Must possess strong written and verbal communication skills, including exceptional telephone management and the ability to write emails
• Must be able to adapt to changing situations with minimal notice and guidance
• Two–year college degree is preferred but not required
• Soft skills: Self-starter, action oriented, quick learner, able to multitask, highly organized, excellent attention to detail, customer focused, problem solver, good follow up skills, strong relating skills, able to prioritize, team player