- US Bank (Hackensack, NJ)
- …firm's assets. Job duties include maximizing client retention and expanding US Bancorp Fund Services ' product development and services . Monitor client asset ... candidates who have "Business Development Company and/or "Registered Closed End fund experience." In today's complex and dynamic environment, clients expect to… more
- JPMorgan Chase (Brooklyn, NY)
- …trade instruction capture, settlements, and lifecycle events for bank loan assets under Fund Services . The team partners with various internal and external ... and lifecycle events for bank loan assets within our Fund Services division. You will work closely...agent banks, to ensure seamless operations and exceptional client service . Job responsibilities: + Understand of all aspects of… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Director, Fund Shareholder Services to lead, develop, and manage the daily operations of a Service Provider Oversight ... **Skills That Will Help You Stand Out** + Experience operating in a global , matrixed organization + Excellent relationship management skills and the ability… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services , ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client… more
- Bank of America (New York, NY)
- Sr Relationship Manager II - Global Markets Client Onboarding New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to ... To be successful in this role, you will need to provide client relationship management services within Integration for clients across multiple products and… more
- Bank of America (New York, NY)
- Global Markets Client Onboarder New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management is a leading global asset manager with a robust platform and a commitment to delivering exceptional investment solutions. Our Global ... with deep expertise in real estate and real asset markets to head our Global Real Assets Investment Solutions. This pivotal role offers an exciting opportunity to… more
- Insight Global (New York, NY)
- …sit onsite in New York City. This person will be supporting the bank relationship team within the Asset Management division of the bank. This division manages close ... associate will be responsible for the total oversight governance framework for fund administrators, custodians, and brokers. Coverage and oversight of custodian and … more
- S&P Global (New York, NY)
- …regulators, auditors, fund administrators and insurance companies. Our products and services have become deeply embedded in the systems and workflows of many of ... Required Qualifications:** + Understanding of OTC industry and financial systems and their relationship to OSTTRA + 1+ years Financial Services experience +… more
- JPMorgan Chase (New York, NY)
- …growing our global Infrastructure funds coverage business. You will have relationship and marketing responsibility for a full set of corporate banking products ... Services and Asset Management) as relevant for large global infrastructure funds and their portfolio companies. You will...Capital Markets, CFO and Treasurer level coverage for infra fund portfolio companies as corporate clients. + Work with… more
- US Bank (New York, NY)
- …is responsible for ensuring a high level of operational service across the Global Fund Services product offering. They will help ensure quality and ... + Manage client relationships covering all products across the Global Fund Services offering. +... Administration and/or managing client relationships in a Client Service or Relationship Management role is beneficial.… more
- Bank of America (New York, NY)
- Credit Manager, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina;Dallas, Texas; New York, New York; Miami, Florida **Job Description:** ... *Build credibility by developing, deepening, and sustaining a value-driven relationship with business partners *Collaborate with Sales, Risk, Operations, and… more
- MUFG (New York, NY)
- …with the client to brief on the services CSD provides and support the relationship manager to market JCB's full service and dedicated client service ... more details. **Job Summary:** The Japanese Corporate Banking (JCB) Client Services Analyst's primary responsibility is to assist JCB corporate banking clients… more
- JPMorgan Chase (Brooklyn, NY)
- …clients. + Strong Alternatives knowledge, especially fund administration and accounting services . + Global Custody and asset servicing experience. + Ability ... delivering exceptional client service . As a Client Service Manager in Securities Services , you will...offered by Securities Services with clients, including Global Custody, Fund Accounting & Administration, and… more
- Wellington (New York, NY)
- …within Wellington Management globally; in particular, Private Investment Deal Teams, the Client Group, Fund Services , Legal Services , and Tax Services . ... management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the...and the Firm launched its first dedicated private equity fund in 2014. Today, we manage approximately $8 billion… more
- Citigroup (New York, NY)
- …on each investor's individual investment objectives and portfolio needs in order to service our Hedge Fund client's capital raising needs. Furthermore this ... fund clients, prospects and institutional investors to help service their capital raising needs + Organize capital introduction...global Origination teams to deliver best in class service to client base, and monetize efforts + Collaborate… more
- IQVIA (New York, NY)
- …Knowledge of consulting methodologies, tools, and techniques. IQVIA is a leading global provider of clinical research services , commercial insights and ... range of health and welfare and/or other benefits. IQVIA is a leading global provider of clinical research services , commercial insights and healthcare… more
- Citigroup (Jersey City, NJ)
- …in the Investment Banking or Asset Management industries, preferably in Custody, Fund Services , ETF Servicing, Transfer Agency, FX, Securities Lending or ... individual with strong experience in Technology Product Delivery Management, Client Relationship Management and Service , Change Management and Program… more
- JPMorgan Chase (Jersey City, NJ)
- …client solutions and drive innovation. + Understanding of financial market data and fund services , including familiarity with major data vendors, to effectively ... smooth client experience by striking a balance between support, service , and relationship management. Adaptability, innovation, and...data sources and analytics specific to the financial and fund services sectors + Proven ability to… more
- HSBC (New York, NY)
- …our customers, our people, our investors, our communities and the planet we all share. Global Intermediary Services (GIS) sits within the Markets Global FX ... product team that provides a fee-based suite of FX Services around the entire trade lifecycle for FX execution...clients from the pitching stage through to the live relationship with open and active dialogue helping clients manage… more