- 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 ... client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management… 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...operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining… more
- State Street Corporation (Boston, MA)
- …Associate you will be responsible for the preparation, analysis and reporting of investment and fund performance data for global Private Credit funds and ... Who we are looking for A leader within the Private Credit Fund Services business unit of the State...Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of dedicated… more
- Citigroup, Inc. (New York, NY)
- …to multi-task Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Private Banker Support ... The Associate Banker Senior is a seasoned professional role....of the individual. Responsibilities: Provide complete service support to client , including solving complex client inquiries Provide… 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 ... completeness, including capital activity, income and expense accruals and investment activity Update distribution waterfall (carried interest) models Prepare… more
- Pernini Legal, LLC (Atlanta, GA)
- INVESTMENT FUNDS ASSOCIATE ATTORNEYS Location: Atlanta, GA HYBRID Our client , a prominent AmLaw 50 international firm , is seeking talented Associate ... experience in investment management and fund formation . Background in private equity funds, hedge funds, private credit funds, real estate funds,… more
- Morgan Stanley (Cleveland, OH)
- …relationships *Executing money movement transactions at the request of the client and/or FA/PWA/team *Answering general non- investment related questions ... POSITION SUMMARY Registered Client Service Associates provide exceptional service to our...service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.… more
- Oppenheimer & Co. Inc. (North Palm Beach, FL)
- … advisory and asset management services. Job Description Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client ... Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the… more
- Regions Financial Corporation (Birmingham, AL)
- …into the careers section of the system. Job Description: At Highland Associates, the Associate Investment Consultant plays a key supporting role in delivering a ... dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information...high standard of client service, developing customized investment solutions and… 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. ... Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the… more
- Morgan Stanley (Melville, NY)
- …relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non- investment related questions concerning ... POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our...service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.… 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 ... complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and...incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning… more
- Morgan Stanley (San Jose, CA)
- … relationships Executing money movement transactions at the request of the client and/or FA/PWA Answering general non- investment related questions concerning ... POSITION SUMMARY Client Service Associates provide exceptional service to our...service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.… more
- Ares Management Corporation (Los Angeles, CA)
- …teams that operate collaboratively based on the Firm's overall structure: Investment Adviser Compliance, which oversees implementation of global policies and ... programs Ares is seeking a knowledgeable, highly organized, and proactive Associate to join our Information Management and Trade Surveillance Compliance team… 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 ... service, delivery, and processing functions across the trade and client lifecycle. The Private Lending Services (PLS)...grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm.… more
- KeyBank (Chicago, IL)
- …clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the ... center of this client promise by managing and building client ...with appropriate team members to recommend banking, borrowing and investment solutions. Engages and coordinates the extended advisory 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, ... of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our...vehicles to be launched as part of the firm's private debt funds business. IAO will also be responsible… more
- JPMorgan Chase & Co. (New York, NY)
- …products such as Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate ... Job Description Join our team as a Client Implementation Lead, where you will play a...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …operational excellence, and achieving financial success. This role oversees investment management strategies, business development, client relationships, and ... associate development. Qualifications Knowledge of: Retail and institutional investment products and landscape Wealth management distribution models, including… more
- Careers at KKR (New York, NY)
- …people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets ... is looking for an exceptionally talented individual at the Associate level to join its Research, Analytics and Portfolio...of a broad range of asset classes Developing tailored investment proposals for various client types, leading… more
