- Clearwater Analytics (New York, NY)
- …and partner with sales teams to develop scalable and repeatable solutions for private credit. * Client Engagement: Work with product and solution teams ... to grasp client requirements, challenges, and the operational enhancements that leveraging...private credit, including knowledge of derivatives, collateral management, bank loans, or investment portfolio data aggregation. *Demonstrated history… more
- Customers Bank (New York, NY)
- …years banking or financial services experience - preferably in a business/commercial banking or private client setting Customer service - being able to WOW our ... At Customers Bank , we believe in working hard, working smart,...of best serving our customers. What you'll do: Associate Client Managers are key components in the single point… more
- Citigroup, Inc. (New York, NY)
- …to acquire Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Client Services Time ... The Licensed Client Service Associate is a developing professional role...wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are… more
- JPMorgan Chase & Co. (New York, NY)
- …the opportunity to take your career to the next level. As a Private Banker in the International Private Bank , you are responsible for advising families ... a first-class experience to clients within JP Morgan's International Private Bank . If you have an entrepreneurial...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- Flagstar Bank (White Plains, NY)
- …currency. Complete ongoing training as required Compliance, HR, etc. Provide support for the Private Client Groups as needed. May be asked to assist in alternate ... routine financial transactions on a day-to-day basis in accordance with all Bank policy and procedures. Pay Range: $18.62 - $24.00 hour Job Responsibilities:… more
- JPMorgan Chase & Co. (New York, NY)
- …and our clients while building your own expertise. As an Advisor Trainee in Global Private Bank , you will gain exposure to every facet of wealth management, ... you will be joining a team committed to building client relationships and making meaningful contributions to our business...around the world. JP Morgan was named 2021's "Best Private Bank in the World" and "Best… more
- Deutsche Bank (New York, NY)
- …(Regulatory Management Group) Familiarity with US securities laws as they apply to Deutsche Bank as a foreign private issuer and SEC registrant and other laws ... Job Description: J ob Title: Head of US Bank Regulatory Legal Corporate Title: MD Location: New...Lead Interaction with senior management in the region as client including the Regional CEO and the boards of… more
- JPMorgan Chase & Co. (New York, NY)
- …Primary Function As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships ... within 90 days of start date Ten plus years' experience in Private Banking or Financial Services industry Demonstrated understanding of wealth management including,… more
- Deutsche Bank (New York, NY)
- …strong performance track record Comprehensive investment knowledge across public and private markets Strong client relationship management skills, especially ... role will involve collaborating closely with portfolio managers, investment strategists, private bankers, and trust officers to ensure seamless maintenance and… more
- Deutsche Bank (New York, NY)
- …63 Extensive experience in Fixed Income Strong interpersonal skills for developing new client relationships and communicating various Deutsche Bank teams in a ... Job Description: Job Title: Institutional Client Group, Foreign Exchange, Americas Corporate Title: Vice...includes financials, asset managers, pension funds, insurers, hedge funds, private equity, central banks, and sovereign wealth funds. In… more
- William Blair (New York, NY)
- …qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. ... sponsors and their investors with holistic, bespoke solutions across all stages of the private equity lifecycle. The private equity community relies on us for… more
- Morgan Stanley (New York, NY)
- …a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. ... High and frequent exposure to multiple COOs/CFOs of global Morgan Stanley private funds Interact and provide governance/advise to COOs/CFOs on a daily basis… more
- Deutsche Bank (New York, NY)
- …part of the asset management business that is today DWS Group. The private infrastructure business manages more than €17bn euros across equity and debt, including ... Specialist team, you will help to develop and maintain client relationships on behalf of the infrastructure platform. You...player to lead fundraising and investor relations for the private infrastructure equity platform. Based in New York, the… more
- Apple Bank (New York, NY)
- …Subscription Finance Portfolio Manager supports all activities for Apple Bank 's Subscription Finance Team, encompassing underwriting and managing existing credits ... while assisting in loan growth and helping to build client relationships. Specific responsibilities include performing periodic credit reviews, addressing loan… more
- MUFG Bank, Ltd. (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...a range of counterparties, including but not limited to Private Equity funds. The candidate will provide an oversight… more
- William Blair (New York, NY)
- …qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. ... visit williamblair.com. The William Blair Fund Placement team advises private market managers throughout the capital raising process. Transaction execution… more
- Crdit Agricole CIB (New York, NY)
- Vacancy details General information Entity About Crdit Agricole Corporate and Investment Bank (Crdit Agricole CIB) Crdit Agricole CIB is the corporate and investment ... group worldwide in terms of balance sheet size (The Banker , July 2022). 8,600 employees in more than 30...Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank 's clients, meeting their financial needs throughout the world.… more
- PIMCO (New York, NY)
- …concepts Builds trust through confident, compelling written and verbal communication across client stakeholders Deep expertise in public and private asset ... is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and… more
- Scotiabank (New York, NY)
- …and procedures What You'll Do Champions a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. ... by providing liquidity to internal platforms. Fosters new and existing client relationships in addition to cross-selling existing relationships across other areas… more
- AllianceBernstein Holding LP (New York, NY)
- …closely with members of the Insurance Portfolio Management team, and Insurance Client Advisors to best achieve client objectives. Additionally, the candidate ... will partner with investment professionals dedicated to both public and private asset classes in designing tailored insurance solutions for our clients. This role… more
