- Neuberger Berman (New York, NY)
- …players in the private markets custom fund business in Japan and globally. The Private Markets Client Reporting Vice President is a member of NB ... a leading and growing investor in private markets , managing over $110 billion of client ...timeliness are of utmost importance. **Responsibilities** : + Manage reporting functions for Japanese private market… more
- Neuberger Berman (New York, NY)
- **Summary** : The Private Markets Client Reporting Analyst is a member of Neuberger Berman's Private Markets Group and is responsible for ... and accuracy of Investment Reports and performance returns for private markets clients and internal consumption. This...fund administrators. The analyst is responsible for understanding each client 's unique needs and must have the ability to… more
- S&P Global (New York, NY)
- …ad hoc data collection in support of meetings undertaken by the Private Markets team + Prepare data for monthly reporting and respond to information requests ... Level (for internal use):** 11 **The** **Role:** Associate Director, Private Markets **Grade:** 11 **Team:** The S&P...' S&P serves. . Demonstrate sound ability to analyze market and client information quickly, and synthesize… more
- Bank of America (Chicago, IL)
- Private Wealth Market Client ...direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting ... an impact, along with the power to make a difference. Join us! **Job Description:** The ** Private Wealth Market Client Relationship Manager** (PWCRM) is a… more
- JPMorgan Chase (New York, NY)
- …lending programs, capital markets activities, derivative programs, and principal market risk for the Global Private Bank (GPB) and Wealth ... oversight for various programs and activities within the Global Private Bank (GPB) and Wealth Management (WM). You'll be...risk through intelligent and proactive risk measurement, that is client focused, and adheres to the highest standards and… more
- JPMorgan Chase (New York, NY)
- …in an ever-changing global landscape. Reporting to the Global Head of Digital Private Capital Markets Business Risks & Controls, you will be supporting an ... The Digital Private Markets business is a fast-growing...The Digital Private Markets business is a fast-growing global team within...excellence, we play a key role in meeting our client commitments and act as a driving force behind… more
- CIBC (Chicago, IL)
- …is responsible for reviewing holistic relationship of high risk US Capital Markets (CM) and Private Wealth Management (PWM) customers, including changes ... activity, identification of negative news and positive sanctions matches, and re-assessment of client risk ratings. + Maintain and update US CM and PWM procedures… more
- BlackRock (New York, NY)
- **About this role** **BlackRock Private Markets ** BlackRock's private markets platform serves investors seeking outperformance in infrastructure, ... building the platform that is shaping the future of private market investing by creating and evolving...Liquidity Solutions ("SLS") is the business unit within BlackRock Private Markets that focuses on secondary investments… more
- TD Bank (Foxborough, MA)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of client ... service to achieve greater share of wallet. The Private Client Service Associate will support other...reporting + May act as secondary contact for client relationships with regards to account maintenance, portfolio information… more
- M&T Bank (New York, NY)
- **Overview:** As part of the Loan Market Solutions Division, the CLO & Loan Administration team provides trustee & custodian services to sophisticated loan asset ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… more
- Neuberger Berman (Chicago, IL)
- …portfolio management teams and will be responsible for compiling portfolio and market -specific materials, including institutional client reporting , bespoke ... will play an integral role within the Fixed Income Client Reporting & Portfolio Analytics team based...client information and data. + Stay updated with market trends and developments in fixed income markets… more
- Citizens (Johnston, RI)
- …Officer and will play a pivotal role in enhancing, adding, and bringing to market the private bank lending products. You'll be responsible for providing ... and others, to shape and execute on bringing to market the Private Bank's market ...PB loan pricing and profitability models, analysis, governance and/or reporting are appropriately incorporated in CFG Loan Committees and… more
- Bank of America (San Francisco, CA)
- … Private Wealth Supervision Manager will partner with and backup the Client Relationship Manager. The Private Wealth Supervision Manager operates with minimal ... needs and concerns are managed in alignment with client goals. **Position Overview:** The Private Wealth... Wealth Business Segment Supervision Executive (BSSE), with dual reporting to the Merrill Private Wealth Management… more
- Wellington (Needham, AL)
- …fund accounting, treasury, and financial reporting . Wellington has been investing in private markets for many years, launching its first dedicated private ... that span nearly all segments of the global capital markets . Our investment solutions, tailored to the unique return...that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a… more
- Citigroup (New York, NY)
- …to originate and organise Non Deal Roadshows, Conferences, Bespoke and Group Trips; build client relationships; market and sign up clients to our global events. ... a broad and comprehensive understanding of the different stages of the capital markets cycle, financial systems, theories and practices relevant to a function as… more
- JPMorgan Chase (New York, NY)
- …secondary, and co-investment opportunities. Market segments of focus span all private markets , including venture capital, growth equity, buyout, and to a ... with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized… more
- Citigroup (Miami, FL)
- …selling **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market … more
- Morgan Stanley (Menlo Park, CA)
- …business opportunities * Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities ... Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client /prospect data to develop customized financial plans, designing tailored… more
- Parsons Corporation (Centreville, VA)
- …and quality of company's offerings. Regularly interface with upper-level management and client personnel as the leader of this market development campaign. ... IT, engineering systems, critical infrastructure, Security, Protection, Attribution, and Recovery markets . + Define and execute market development campaign(s) to… more
- Citigroup (Miami, FL)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor ... depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing… more