- US Bank (Milwaukee, WI)
- …firm's assets. Job duties include maximizing client retention and expanding US Bancorp Fund Services ' product development and services . Monitor client asset ... clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. USBFS' Relationship… more
- US Bank (Cincinnati, OH)
- …Description** The Global Fund Custody Onboarding team provides dedicated support to Global Fund Services custody clients in helping set up and launch ... for new accounts * Effectively communicate efforts, status updates, and challenges to Relationship Managers and Global Fund Custody Management team, ensuring… more
- Comerica (Dallas, TX)
- Relationship Manager, Equity Fund Services The Relationship Manager role will be responsible for new business development, portfolio management and ... Volunteer Opportunities * "Top 50 Diversity Company" by Diversity Inc. * Global 100 for Most Sustainable Corporations Position Competencies Successful incumbents are… more
- JPMorgan Chase (Boston, MA)
- …team to achieve great results for clients. As the Financial Reporting Associate within the Global Fund Services team, you will be responsible for building ... global leader across banking, markets and investor services . The world's most important corporations, governments and institutions...a team. You will be responsible for identifying complex fund issues and managing the delivery of services… more
- Morgan Stanley (NY)
- …personal lifestyles, perspectives and needs is an important part of our culture. * Fund Services * This wholly owned subsidiary of Morgan Stanley administers over ... Morgan Stanley is a leading global financial services firm providing a...and back-office support; and integrated portfolio analytics. Morgan Stanley Fund Services is supported by 1,350 professionals… more
- JPMorgan Chase (Brooklyn, NY)
- The Hedge fund services (HFS) business is a team which plays a critical role in launching a clients business onto the platform. Position Summary: As an Associate ... in the global onboarding team, you will play a crucial role...live environment. Job Responsibilities: + Provide a premier client service by building a strong relationship with… more
- Bill and Melinda Gates Foundation (Seattle, WA)
- …and/or impact fund sector coupled with a passion for solving global health issues and challenges, and ideally, knowledge and/or direct experience in working ... our employees should reflect the rich diversity of the global populations we aim to serve. We provide an...Bill & Melinda Gates Foundation established a strategic investment fund with the mandate to use equity, debt, and… more
- Manulife (Boston, MA)
- …Analyst shares relationship management responsibilities for a variety of external service providers. These service providers typically provide a subset of ... We are a leading financial services provider committed to making decisions easier and...relationship contact for a subset of the Funds' service providers. Vendors include sub-advisers, custodian banks, transfer agents,… more
- CBRE (New York, NY)
- Fund Accounting Director Job ID 138849 Posted 06-Oct-2023 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance Location(s) New ... with internal and external collaborators, and maintain the client relationship . What You'll Do: + Review fund ...as defined in the Management Agreement and scope of services in the Financial Services Agreement. +… more
- Scotiabank (New York, NY)
- …culture. **Title: Associate, US - Structuring and Execution - Financial Sponsors & Fund Finance** ** Global Banking and Markets** Global Banking and ... Associate, Sponsors & Fund Finance Execution **Requisition ID:** 197148 **Salary Range:**...provides our clients an important bridge to this key global market for trade and investment flows across the… more
- K1 (Manhattan Beach, CA)
- …functions for the firm located in Manhattan Beach, CA. The ideal Fund Accountant possesses the competence and expertise necessary to skillfully navigate client, ... effectively with consultants and clients. Key Responsibilities: + Assist in relationship management with internal and external resources such as internal deal… more
- Vanguard (Scottsdale, AZ)
- Vanguard's Investment Operations (IOPS) & Global Investment Data Management (GIDM) Service Organizations provide a global 24/6 real time support, issue ... business needs and portfolio events. Develops tools to streamline and improve service delivery. + Manages cross divisional stakeholders' relationship and sets… more
- Vanguard (Malvern, PA)
- …crew (S1 and S2) who plan, test, and report on compliance inspections for the Fund and Advisor related business units. This is a great opportunity to grow your risk ... direction of the testing and monitoring team. The Compliance Manager, Head of Fund & Advisor Inspections: + Hires, evaluates, and supervises crew. Provides guidance… more
- Citigroup (New York, NY)
- …and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services . Appropriately assess risk when business decisions ... On a day-to-day basis, this person will be expected to deliver outstanding client relationship management which includes, but is not be limited to, staying atop of… more
- US Bank (Milwaukee, WI)
- …shared success. + Working knowledge of US Bank business lines, including GCTC, IT&C, Global Fund Services , and Wealth Management. + Well-developed analytic ... investment grade fixed income. + Working knowledge of company's products and services . + Demonstrated relationship management and business development acumen,… more
- HUB International (Milwaukee, WI)
- …Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full- service global insurance broker providing property and casualty, life and ... and compliance issues. Must understand all aspects of plan design, customer service and internal reporting. Relationship Manager will be responsible for… more
- HUB International (Northbrook, IL)
- …Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full- service global insurance broker providing property and casualty, life and ... and compliance issues. Must understand all aspects of plan design, customer service and internal reporting. Relationship Manager will be responsible for… more
- Bloomberg (San Francisco, CA)
- Core Terminal Relationship Manager, Enterprise Sales - Bloomberg Financial Solutions **San Francisco, CA** Posted Mar 22, 2024 - Requisition No. 124029 Bloomberg is ... a global leader in business and financial information, news and...employees alike. Our team comprises several key pillars: sales, service , operations, culture and brand. As a department, we… more
- S&P Global (Princeton, NJ)
- …implementations for SP Global 's Securities Processing & Corporate Actions solutions. KYC Services is a core component of the overall SP Global 's due ... The implementation consulting - project management team is a global team working with product solutions and engineering teams...diligence workflow process for brokers, custodians, corporates, fund admins, managers and service providers. Our… more
- ASM Global (Las Vegas, NV)
- ASM Global ASM Global is the world's leading venue management and services company. The company was formed by the combination of AEG Facilities and SMG, ... Image Now and Concur is preferred + Experience in fund accounting support + Experience in general ledger accounting...or in writing, at any time during the employment relationship . ASM Global may require an employee… more