Social Capital Resources

Assist portfolio and relationship managers with credit analysis, KYC due diligence, and portfolio monitoring in project finance. | Bachelor's degree with 1-5 years banking experience, strong credit and financial analysis skills, and knowledge of KYC and banking operations. | Top-Tier Bank in Midtown, Manhattan is seeking an Underwriting & Portfolio Analyst (Project Finance) for a long-term, temporary-to-permanent position! Responsibilities: • Assisting the Head of the Team and Portfolio Manager in managing the existing loan portfolio • Support relationship managers in drafting credit applications, performing credit analysis, and conducting commercial due diligence • Ensuring compliance, risk management, and internal controls • Perform Know Your Customer (KYC) due diligence in compliance with bank requirements • Function as a deal-closing coordinator and prepare necessary paperwork • Assist relationship managers in credit analysis tasks • Prepare KYC reviews and reports • Assist portfolio manager in portfolio-level monitoring • Assisting with Post Disbursement Management Qualifications: • Bachelor’s degree • Strong credit, financial analysis, quantitative, and analytical skills • Experience in credit reasoning, credit writing, and financial modeling • Experience in KYC due diligence and banking operations • Prior banking experience, ideally in a commercial bank • 1-5 years experience with Project Finance • Excellent written and verbal communication skills.

Oversee daily broker-dealer operations, manage large-scale projects, and ensure compliance with trading and clearing processes. | 10+ years managing broker-dealer operations teams, hands-on operational knowledge, Bachelor's degree, and Series 7 & 24 licenses required. | Top-Tier Financial Services Firm in Tampa, Florida is seeking a Director of Brokerage Operations! Responsibilities: • Overseeing a team that is responsible for the day-to-day operations of a broker-dealer • Large scale and change and enhancement projects • Responsible for Options clearing (OCC) • Trading and Purchase & Sales • Stock Record, Segregation, and Security Movements • Account transfers, Cost Basis, Trade Reporting • Cash (customer-facing) and Treasury (firm needs) • Corporate Actions and Security Master Qualifications: • 10+ years experience managing an operations team within a broker-dealer • Must be a hands-on manager that knows the operations • Bachelor's Degree • Strong managerial and strategy skills • Series 7 & 24 are a must • Series 4 is a plus