- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... you will become a subject matter expert in financial reporting software in the wealth management...Funds, SMA/UMA + Alternative investments + Performance reporting calculations and methodologies + Portfolio management … more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... Our reporting teams have in-depth knowledge of wealth management products and technology applications, so...of financial instruments -Ability to think critically through complex performance management reporting issues and… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... The Solutions group is Mirador's consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... The Solutions group is Mirador's consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... you will become a subject matter expert in financial reporting software in the wealth management...Funds, SMA/UMA + Alternative investments + Performance reporting calculations and methodologies + Portfolio management … more
- Morgan Stanley (Purchase, NY)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Reporting Analyst, ... providing a wide range of investment banking, securities, investment management and wealth management services....candidate plays a vital role maintaining accurate data in performance reporting systems, adhering to all policies… more
- US Bank (New York, NY)
- …to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, ... Wealth Management , Securities and Exchange Commission (SEC)...and second lines of defense, including: risk identification, change management , risk assessments, management reporting ,… more
- Citigroup (New York, NY)
- …at achieving the strategic and financial objectives across the US Consumer Wealth Management business. Developed execution, communication and diplomacy skills ... The NAM Citigold/Citigold Private Client team of Citi Wealth , has ambitious growth targets to deliver against...and prepare agreements + Manage acquisition targets, product financial performance , revenue performance , and expense management… more
- JPMorgan Chase (New York, NY)
- JP Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. JP ... JP Morgan is a global leader in asset and wealth management with assets under supervision of...and correcting error as well as completing escalation and reporting + Act as complaint escalation contact, review circumstance… more
- JPMorgan Chase (New York, NY)
- …role, you will be part of a team that directly supports the Chase Wealth Management Chief Executive Officer and the field organization of approximately 4,000 ... Responsibilities** + Serve as a trusted advisor to the Wealth Management Regional Directors, providing clarity on...'bottom line' performance by creating and analyzing performance tracking and reporting + Contribute to… more
- Citigroup (New York, NY)
- … requires. **The Roles:** The Head of Lending business reports to the Head of Wealth Management and leads a global team of professionals managing Wealth 's ... , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, wealth ...attendant performance metrics for the business. Business performance reporting on portfolio performance ,… more
- Bank of America (New York, NY)
- …acts as a member of the team to deliver the full suite of wealth management services. The strategist answers client's estate and financial planning questions ... and priorities to match them with a suitable advisor team to deliver wealth management solutions Complements the company annual enrollment by providing education… more
- BlackRock (New York, NY)
- …with Sales Practice & Operations ("SPO") India team to build scalable business and management information reporting on these data sets + Support in identifying ... **About this role** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships...and improving current data management lifecycle with an eye toward data governance and… more
- JPMorgan Chase (New York, NY)
- …programs, and principal market risk for the Global Private Bank (GPB) and Wealth Management (WM). CRMA also manages associated risk measurement and stress ... market risk for the Global Private Bank (GPB) and Wealth Management (WM). CRMA also manages associated...values, margin requirements, and clients; Produce oversight analytics & reporting , as needed; Lead event driven risk reviews; Present… more
- JPMorgan Chase (New York, NY)
- …supporting high growth businesses and initiatives across JP Morgan Wealth Management . You will own financial analysis and reporting for the Marketing ... the business, improve product profitability, and optimize expenses + Partner across the Wealth Management finance team and business stakeholders to execute on… more
- CIBC (New York, NY)
- …independent second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of ... strong, innovative and relationship-oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory business, which… more
- Citigroup (Bronxville, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... Citi Global Wealth brings together the full power of Citi...services to others in area of specialization. Work and performance of all teams in the area are directly… more
- TD Bank (New City, NY)
- …+ 5 years of expeirence in understanding AML laws and regulations as they apply to Wealth Management activities + 5 years of expeirence in broker dealer and RIA ... guidance to business management , including developing and maintaining management reporting and analysis **Shareholder Accountabilities:** + Actively assists… more
- HUB International (New York, NY)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... Solver **Preferred Qualifications** + Financial Service Knowledge, specifically 401(k) & Wealth Management + Understand compliance and regulatory framework for… more
- BMO Financial Group (New York, NY)
- …Includes providing lending expertise for a variety of sub-sectors under Asset & Wealth Managers, including but not limited to Fund Finance (BDC and Capital Call ... approvals in support of Trade Finance products. Also provides ongoing management of the lending portfolio. Additional responsibilities including but not limited… more