- Neuberger Berman (New York, NY)
- …players in the private markets custom fund business in Japan and globally. The Private Markets Client Reporting Vice President is a member of NB ... a leading and growing investor in private markets , managing over $110 billion of client ...timeliness are of utmost importance. **Responsibilities** : + Manage reporting functions for Japanese private market… more
- TD Bank (New York, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of client ... service to achieve greater share of wallet. The Private Client Service Associate will support other...reporting + May act as secondary contact for client relationships with regards to account maintenance, portfolio information… more
- M&T Bank (New York, NY)
- **Overview:** As part of the Loan Market Solutions Division, the CLO & Loan Administration team provides trustee & custodian services to sophisticated loan asset ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… more
- Citigroup (New York, NY)
- …to originate and organise Non Deal Roadshows, Conferences, Bespoke and Group Trips; build client relationships; market and sign up clients to our global events. ... a broad and comprehensive understanding of the different stages of the capital markets cycle, financial systems, theories and practices relevant to a function as… more
- Morgan Stanley (New York, NY)
- …over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located ... of over 230 professionals globally managing ~$47 billion of client capital in direct private equity and...are oversight and delivery of accurate and timely quarterly reporting including key performance and portfolio information to various… more
- Bank of America (New York, NY)
- …Modeling + Monitoring, Surveillance, and Testing + Risk Management + Causation Analysis + Client Management + Market Analysis + Product Marketing and Branding + ... ISG Capital Markets New Issue Diligence Specialist New York, New...Closed End Funds, Debt New Issue, Equity New Issue, Private Placements and Unit Investment Trusts). The role requires… more
- Morgan Stanley (New York, NY)
- …over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located ... of over 230 professionals globally managing ~$47 billion of client capital in direct private equity and...data related to both the Fund and the broader market - Develop due diligence materials and responses for… more
- Regions Bank (Great Neck, NY)
- …Freddie Mac and FHA/HUD. The RECMPF Group is housed within the Capital Markets Group of Regions Bank and provides client -specific off-balance sheet financing ... clients, competitive landscape and economic trends; provide regular regional and industry market intelligence reporting to ensure a strong competitive position… more
- Neuberger Berman (New York, NY)
- Job Description **Summary:** NB Private Markets is a rapidly growing group within Neuberger Berman with over $120 billion of investor commitments across our ... private equity fund of funds, secondary investments, co-investment and...new bank accounts as needed + Creating new borrowing reporting for, covenants, liquidity requirements, and other items to… more
- JPMorgan Chase (Brooklyn, NY)
- …Product Control you will support with the PnL and risk production for Equity Capital Markets businesses which focus on public and private equity raise with daily ... PnL and risk reporting , block trades, and private placements. You will partner across various functional areas...America ECM. **Job Responsibilities** + Responsible for P&L, risk reporting and commentary for Equity Capital Markets … more
- Scotiabank (New York, NY)
- …Knowledge of relevant SEC and FINRA rules and regulations including transaction reporting , best execution, market access, Consolidated Audit Trail (CAT) ... our clients an important bridge to this key global market for trade and investment flows across the Americas...private banking, corporate and investment banking, and capital markets . At Scotiabank, we value the unique skills and… more
- Neuberger Berman (New York, NY)
- …. + Communicate directly with both prospective and existing investors to provide tax reporting , respond to queries, and market new products. + Oversee quarterly ... an experienced tax professional with a focus on Real Estate investing (REITs), Private Equity Funds, Residential Mortgages, and Real Estate Secondaries to lead the… more
- M&T Bank (New York, NY)
- **Overview:** As part of the Loan Market Solutions Division, the CLO & Loan Administration team provides trustee & custodian services to sophisticated loan asset ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… more
- Charles Schwab (New York, NY)
- …ranging from technology, reporting , events, etc. and how it impacts Schwab's market share within the UHNW segment. + Always seeking to identify and understand ... **We are driven** by our purpose to champion every client 's goals with passion and integrity. **We respect** and...themselves, and our clients, create a better future. Schwab Private Wealth Services (SPWS) is a complimentary branded program… more
- KPMG (New York, NY)
- **Business Title:** Manager or Senior Manager, Global Executive & Private Clients - Korean **Requisition Number:** 111517 - 68 **Function:** Tax Services **Area of ... currently seeking a Manager or Senior Manager, Global Executive & Private Clients - Korean to join our Business Tax Services… more
- Scotiabank (New York, NY)
- …management and private banking, corporate and investment banking, and capital markets . At Scotiabank, we value the unique skills and experiences each individual ... Manager, Regulatory Reporting Projects, US Finance **Requisition ID:** 191010 **Salary...in an inclusive and high-performing culture. **Global Banking and Markets ** Global Banking and Markets (GBM) is… more
- BlackRock (New York, NY)
- …+ Provide impactful solutions, combining investment lifecycle expertise with your knowledge of private markets and our product suite + Work closely with Aladdin ... IT, operations, investment teams to C-suite + Experience with private market workflows and familiarity with asset...processes + A working knowledge of data, analytics and client reporting processes acquired either through direct… more
- S&P Global (New York, NY)
- …+ 3-5 years experience in account management, client success, or other client -facing roles + Private markets /fintech industry knowledge and interest. + ... You will become a subject matter expert in the private markets industry while gaining and maintaining...with senior members of management and c-suite executives at private market firms of all sizes daily… more
- Neuberger Berman (New York, NY)
- …associate goals are met. Tasks will include reviewing and sending out recurring client reporting deliverables, meeting preparation, entering client directed ... **Summary** The Client Service Analyst will work directly with the...diligence requests and ensuring deadlines are met. + Review reporting content and be ultimately responsible for quality of… more
- Neuberger Berman (New York, NY)
- …comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. The candidate will enhance the client experience by ... allocations, fees, etc. by utilizing various in-house portfolio systems. + Provide customized reporting and analysis to client or Wealth Advisor team on a… more