- Grant Thornton (New York, NY)
- …degree is a plus. 2-4 years of experience in valuation, credit analysis, or related financial services role, with a focus on private credit, whole loans, or ... Job Description The Senior Associate will support complex valuation engagements across the...alternative credit spectrum, with a primary focus on illiquid private credit investments and whole loan portfolios, including residential… more
- State Street Corporation (Boston, MA)
- Who we are looking for A leader within the Private Credit Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of ... dedicated accounting professionals who are passionate about delivering financial reporting and day-to-day accounting and administrative support to premier real… more
- SS&C Technologies (New York, NY)
- …firms, rely on SS&C for expertise, scale, and technology. Job Description Senior Associate , Fund Accounting - Hedge Funds/ Private Markets; East Coast Region ... As a leading financial services and healthcare technology company based on...Support year-end audit process, in collaboration with the team, client and auditors Actively interact with clients and counter-parties… more
- JPMorgan Chase & Co. (Walnut Creek, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will ... service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass...not available i About Us Chase is a leading financial services firm, helping nearly half of America's households… more
- Morgan Stanley (Cleveland, OH)
- …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
- 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
- Oppenheimer & Co. Inc. (North Palm Beach, FL)
- …investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client ... Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading,… more
- Wilmington Trust (New York, NY)
- …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
- Morgan Stanley (Melville, NY)
- …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
- Oppenheimer & Co. Inc. (Southbury, CT)
- …asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Southbury, CT office. ... Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading,… more
- Morgan Stanley (San Jose, CA)
- …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
- Goldman Sachs, Inc. (Dallas, TX)
- …is looking for a professional who can collaborate with regional lending managers, private lending underwriters, global client financing, credit, legal and other ... that could expose our clients or the firm to financial loss, penalty or other risks. Operations does this...service, delivery, and processing functions across the trade and client lifecycle. The Private Lending Services (PLS)… more
- KeyBank (Chicago, IL)
- …Reviews, the customer relationship manager (CRM) system and personal meetings. Captures the client 's goals in a financial plan. Develops and maintains an ... Monroe Street - Chicago, Illinois 60606 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
- JPMorgan Chase & Co. (Jacksonville, FL)
- … service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. Job responsibilities ... Job Description If you are passionate about client experience and goals driven planning, then our...condition of employment About Us Chase is a leading financial services firm, helping nearly half of America's households… more
- JPMorgan Chase & Co. (New York, NY)
- Job Description Join our team as a Client Implementation Lead, where you will play a pivotal role in driving client requirements gathering and proposing target ... the Securities Services industry. Your expertise will ensure seamless project execution and client satisfaction. As a Client Implementation Lead, you will be… 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
- Deutsche Bank (New York, NY)
- Job Description: Employer: DWS Group Title: Real Estate Fund Finance /Fund Accounting Associate Location: New York Job Code: #LI-MB1 #LI-0 2 About DWS: Today, ... solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the...vehicles to be launched as part of the firm's private debt funds business. IAO will also be responsible… more
- Alvarez & Marsal (Philadelphia, PA)
- Description PEPI - CFO Services - Senior Associate ( Financial Reporting Advisory) OVERVIEW: A&M CFO Services work with private equity held portfolio ... their businesses. Our goal is to improve transparency by providing accounting and financial reporting advice to clients on a wide range of transactions and events,… more
- Baird (Nashville, TN)
- …video to learn more about our Private Wealth Management business. The Associate Financial Advisor provides specialized services to an individual Financial ... financial planning, portfolio management and analysis and/or investment analysis. As an Associate Financial Advisor, you will: Operate within the team's … more
- Careers at KKR (New York, NY)
- …its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage ... retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its… more