- Principal Financial Group (Chicago, IL)
- …+ Support a wide variety of projects across multiple business lines within Principal Asset Management + Work with internal partners on communications, report ... at what it takes to be successful in an asset management and distribution ecosystem. Your experience...management + Ability to build positive relationships with internal and external partners + Outstanding communication skills (written… more
- Burns & McDonnell (Chicago, IL)
- **Description** The Technology Consulting Enterprise Asset Management Service Offering Leader role within 1898 & Co., a part of Burns & McDonnell, will partner ... through a variety of leading technologies and solutions. Enterprise Asset Management Service Offering Lead will provide...and convey business and technical concepts to a diverse client base and internal technical teams. +… more
- KPMG (Chicago, IL)
- **Business Title:** Senior Manager, Business Tax Services - Asset Management **Requisition Number:** 115104 - 32 **Function:** Tax Services **Area of Interest:** ... Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. Responsibilities: + Build and manage client relationships while managing a portfolio of large clients… more
- KPMG (Chicago, IL)
- **Business Title:** Manager, Business Tax Services - Asset Management **Requisition Number:** 108852 - 32 **Function:** Tax Services **Area of Interest:** ... our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. Responsibilities: + Oversee client portfolios of various size and scope within the… more
- Bank of America (Chicago, IL)
- …models. Prepares pricing and other economic analyses for clients and coordinates with internal functional groups to finalize client pricing for funding and ... Lease Pricing Specialist II- Asset Finance Chicago, Illinois;New York, New York; Charlotte,...us! **Job Description:** Provides analytical support to Global Leasing client teams (including Global Vendor Finance) throughout the sales… more
- JPMorgan Chase (Chicago, IL)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... of teamwork. As a Quality Control Analyst within the Asset Based Lending team, you will play a crucial...a crucial role in supporting a dynamic environment of client expectations and product complexities. Your primary responsibility will… more
- Neuberger Berman (Chicago, IL)
- …communication skills + Proficient in Microsoft Word, Excel, PowerPoint + 1 - 2 years of client service or asset management experience required + Series 7, 66 ... The Analyst will support carrying out their day-to-day responsibilities, client servicing needs as well as internal ...Investment Management Agreements. Assist with onboarding new client accounts including asset transfers (tax lot,… more
- Neuberger Berman (Chicago, IL)
- **Neuberger Berman** is an independent, employee-owned, global asset management firm, serving the financial needs of institutions and individual investors ... are met. + Participate in team projects to enhance internal client service procedures in accordance with...Microsoft Word, Excel, PowerPoint + 1 - 2 years asset management experience required + Series 7,… more
- AIG (Chicago, IL)
- … client experience. This would include: + The proactive management and oversight of all multinational service activities, c oordinating communication ... Multinational Client Executive Join us as a Client...and project management across all internal and external stakeholders...what matters At AIG, our people are our greatest asset . We know how important it is to protect… more
- Principal Financial Group (Chicago, IL)
- …We're looking for a Client Reporting Associate to join our Principal Asset Management Operations Reporting team. In this role, you'll lead monthly/quarterly ... production and sample testing scheduling. You'll partner with global internal teams to deliver a quality and accurate reports...or Technology. + 2+ years of business experience in Client Reporting. Asset Management is… more
- JPMorgan Chase (Chicago, IL)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... with the use of our complex treasury and cash management products and services. As a Client ...mitigate risk or provide other efficiencies + Proactively discuss client trends/issues with internal partners to further… more
- Bank of America (Chicago, IL)
- …Markets. To be successful in this role, you will need to provide client relationship management services within Integration for clients across multiple products ... developments + Deepens and enhances existing relationships with institutional clients during client meetings and interactions + Coordinates on internal processes… more
- Bank of America (Chicago, IL)
- …network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide ... providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital… more
- Neuberger Berman (Chicago, IL)
- The Sub-Advised Client Service Analyst will serve as an internal /external liaison, working across various departments to directly support the needs of the firm's ... candidate will exhibit a proactive approach towards identifying and understanding both internal and external client needs and expectations. They must possess… more
- BlackRock (Chicago, IL)
- …in Wealth/ Asset Management + Ability to multi-task effectively and leverage internal resources + Strong client focus and ability to partner with various ... and handling documentation requirements + Ownership of on-boarding experience and client satisfaction + Disciplined in internal communication and status… more
- BMO Financial Group (Chicago, IL)
- …for client facing professionals + Coordinate investment implementation with internal and external business partners and fund companies, as needed + Process ... wealth. Our mission is to be the family office that defines exceptional client experience. We seek to provide the most high-touch, objective expertise needed to… more
- Neuberger Berman (Chicago, IL)
- … exhibits, and portfolio/product analytics. The Analyst will partner with Portfolio Management , Client Service, IT, Marketing, RFP, and Legal teams. They ... will play an integral role within the Fixed Income Client Reporting & Portfolio Analytics team based in Chicago....will be supporting the Non-Investment Grade Fixed Income portfolio management teams and will be responsible for compiling portfolio… more
- JPMorgan Chase (Chicago, IL)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... assets against potential fraud activities + Collaborate with respective client facing teams and internal business groups to deliver and execute client … more
- JPMorgan Chase (Chicago, IL)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... could be the right role for you! As a Client Service Account Manager in the Retail & Pharma...deliver on commitments + Ability to effectively partner with internal colleagues and external clients + Ability to be… more
- Neuberger Berman (Chicago, IL)
- …deep understanding of NB Alternative products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives ... in order to drive utilization and education of those solutions and satisfy client needs and objectives Travel frequently to various domestic locations to attend … more