- Blackstone (New York, NY)
- …At least 2 years of relevant work experience in investment banking or private equity Experience in analyzing financial statements and conducting due diligence ... $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences,… more
- JPMorgan Chase & Co. (Plano, TX)
- …moment a candidate applies through their first 30 days with the company. As an Associate Recruiter in Private Banking, you will ensure your clients are best ... approvals are in place Present to and update senior client groups on recruiting activity and manage escalations effectively...wider team About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- Clagam Global Solutions LLC (New York, NY)
- About the job Private Equity M&A Associate About the Corporate Section Our corporate practice offers a blend of comprehensive legal expertise and practical ... funds, independent sponsors, and family offices. Responsibilities We are seeking an associate with 3+ years of private equity transactional experience to… more
- J Harlan Group, LLC (New York, NY)
- Investment Associate - Middle Market Lending NYC Private Credit Fund Manager J Harlan Group is currently conducting a search for an experienced and highly ... motivated Investment Associate - Middle...an unparalleled drive to deliver world-class services. About the Client : The firm is a New York-based, private… more
- Brown Advisory Incorporated (San Francisco, CA)
- …Francisco office is seeking a proactive and professional individual to serve as a Private Client Associate Portfolio Manager to support the portfolio ... relationships, including trading, reporting, communication, and coordination with Private Client Portfolio Managers, Portfolio Analysts, Strategic Advisors,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …on delivering a new suite of strategic reports and dashboards that support Private Client Group Management, its Divisional Directors and their related management ... teams. The associate will have extensive knowledge and skills obtained through...domain knowledge into project work, and an understanding of financial services standards and practices and will serve as… more
- Goldman Sachs, Inc. (San Francisco, CA)
- Job Description ABOUT THIS JOB The Private Family Office provides proactive financial counseling and full-service implementation to address the financial ... management. IMPACT AND RESPONSIBILITIES Our Impact: The Goldman Sachs Private Family Office is designed to service the firm's...to dedicate the needed time and resources to each client 's unique financial circumstances to deliver an… more
- Chubb (Los Angeles, CA)
- …fill the position of Commercial Property and Casualty Production Underwriter for Private Equity clients. Commercial Insurance writes companies with revenues up to ... position will also consist of marketing all Chubb's products to assigned private equity-focused agents/brokers. The position will work closely with all Commercial… more
- M&T Bank (Boston, MA)
- …experience. Education and Experience Required: Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree, a ... years' higher education and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service skills Strong… more
- Pernini Legal, LLC (Los Angeles, CA)
- …respected global AmLaw 50 law firm, is seeking a skilled Private Funds Associate Attorney to join its top-ranked Financial Services Practice Group in Los ... PRIVATE FUNDS ASSOCIATE ATTORNEY Location: Los...from launch through closing , including project management, direct client interaction, investor negotiations (eg, side letters), and subscription… more
- Raymond James Financial, Inc. (Dallas, TX)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. Trading of both… more
- Pernini Legal, LLC (Chicago, IL)
- ASSOCIATE - PRIVATE FUNDS Multiple Locations (Chicago, New York, Washington, DC, and others) Additional Locations Available - full list found at the bottom of ... description. A premier Amlaw 50 firm is seeking a highly qualified mid-level to senior associate to join its Private Investment Funds practice . This position is… more
- TD Bank Group (Manchester, NH)
- …specific details for this role. Line of Business: TD Wealth Job Description: The Private Client Service (PCS) Income Tax Advisor is responsible for timely and ... Form 1041 for Trusts and Estates, Form 990-PF for Private Foundations, Form 1042, Form 1042-S, Forms 1099-DIV, INT,...internal staff to findings and develops recommendations to minimize Client tax liability and improve overall financial … more
- State Street Corporation (Boston, MA)
- …Associate 1, Associate 2, Senior Staff, Officer and AVP). Managing client relationships with both client personnel and fund investors. Reviewing quarterly ... are looking for a Vice President (VP) for our Private Markets to service clients for our division of...client related correspondence. Work with database team regarding client deliverables such as financial statements, capital… more
- Morgan Stanley (Alpharetta, GA)
- …Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- KeyBank (Columbus, OH)
- …Reviews, the customer relationship manager (CRM) system and personal meetings. Captures the client 's goals in a financial plan. Develops and maintains an ... 3rd Street - Columbus, Ohio 43215 Job Summary Key Private Bank (KPB) is dedicated to serving our clients'... Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing… more
- Neiman Marcus Group Careers (Atlanta, GA)
- …build relationships Identify opportunities to deepen relationships with top clients for Private Client Relations (PCR) programs and experiences Assist and ... Neiman Marcus and Bergdorf Goodman. Your Role As our Client Relationship Lead you will create and support growth...to establish close working relationships Microsoft Office Suite proficient Associate will work a flexible schedule Certain roles may… more
- Ares Management Corporation (Los Angeles, CA)
- …the Code of Ethics, Control Room and trade surveillance program; Financial Crime Prevention, which administers Ares' Global Anti-Money Laundering and ... programs Ares is seeking a knowledgeable, highly organized, and proactive Associate to join our Information Management and Trade Surveillance Compliance team… more
- Alvarez & Marsal (Troy, MI)
- Description Alvarez & Marsal Private Equity Performance Improvement Senior Associate : Operations Group-Aerospace, Defense, Aviation & Space (OPEN TO ALL US ... Diversity-are why our people love working at A&M. The Team A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US,… more
- JPMorgan Chase & Co. (New York, NY)
- Job Description Our Leveraged Loan Credit Sales team is seeking a motivated Associate for a client -coverage role in the New York office. A successful candidate ... secondary loan trades, and alternative financing opportunities for our vast client base. Collaborate with and leverage JPMorgan's trading, research, syndicate, and… more
