- JPMorgan Chase & Co. (Boston, MA)
- …more than 150 clients across all alternative asset classes. Job Summary: As a Private Equity Fund Admin Associate within our client administration team, you will ... support the management of daily client deliverables for Private Equity fund administration...documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence. Required qualifications, capabilities, and… more
- JPMorgan Chase & Co. (Brooklyn, NY)
- …to more than 150 clients across all alternative asset classes. Job Summary: As a Private Equity Fund Admin VP within our client administration team, you will ... manage all facets of daily client deliverables for Private Equity fund administration...documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence Required qualifications, capabilities and… more
- Ares Management Corporation (New York, NY)
- …work collaboratively with senior management to provide information and expertise on Private Equity Secondaries strategies. To succeed in this role, an individual ... possess the following specific competencies or attributes: Knowledge of private equity/secondaries, based on investments, portfolio management and/or marketing… more
- State Street Corporation (Boston, MA)
- …leader in providing administrative fund services to both Hedge Fund and Private Market managers within our Alternative Investment Solutions business group. ... fund administration and risk services to Hedge Funds and Private Market Funds. These services are fully...and approval of monthly or quarterly net asset value reporting . Lead the onboarding of existing client … more
- J Harlan Group, LLC (New York, NY)
- …prominent NYC Private Equity - Investment Manager. An exciting opportunity reporting directly to the CFO of this fast growing and dynamic investment organization ... an unparalleled drive to deliver world-class services. About the Client : The firm is leading private equity...investment management firm on the leading edge of financial markets . The management team needs individuals of the highest… more
- The Citco Group Limited (Miami, FL)
- …within the Transformation Office Qualifications About You: 10+ years of private markets industry experience. Professional Certificate, Bachelor, Master level ... Job Description About Citco The market leader. The premier provider. The best in...with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset… more
- Citigroup, Inc. (New York, NY)
- …S7) Education: Bachelor's/University degree, Master's degree preferred Job Family Group: Private Client Product Services Job Family: Investment Counselor Time ... depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing… more
- HarbourVest Partners, LLC (Boston, MA)
- …an exciting opportunity to develop a strong understanding of all aspects of the client journey within private markets asset management including onboarding, ... Experience: 3-5+ years of Client Service or Operations experience Investment management, financial services, or private equity experience preferred #LIHybrid more
- Morgan Stanley (Conshohocken, PA)
- …seeking someone to join our team as an Alternative Investment Services Private Equity Portfolio Accounting Operations Director in IM operations to be responsible ... for operational and portfolio management support activities for a global private equity program across primary fund investing, co-investing, and secondaries in… more
- Brookfield Asset Management, Inc. (New York, NY)
- …and needs when conducting due diligence, including familiarity with distinct institutional client types in North America (public and private pension funds, ... all diligence deliverables during fundraising (RFPs, DDQs, etc.) and coordinating client calls, meetings, asset tours, on-sites to advance investor due diligence… more
- First Horizon (Greensboro, NC)
- …also for Business Bankers and Commercial Bankers who are exploring a new path within the Private Client space. Summary As a Private Bankers (PB), you are ... in the community Expected to be the expert level " market moving" advisor with ability to handle the most...solutions. Team and peer group role model for other Private Client Relationship Managers Continuously act as… more
- Morgan Stanley (Los Angeles, CA)
- …a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. ... over $28 billion. Mesa West manages institutional capital through a series of private equity funds (open-end, closed-end and separate account mandates). This is an… more
- Citigroup, Inc. (Denver, CO)
- …S7) Education: Bachelor's/University degree, Master's degree preferred Job Family Group: Private Client Product Services Job Family: Investment Counselor Time ... depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing… more
- PNC Financial Services Group, Inc. (Pittsburgh, PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Market Leader within the PNC Private Bank organization, you will be based ... are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering...and customer experience goals. May have direct sales and client responsibilities and may manage both individual contributors and… more
- Sotheby's (New York, NY)
- …immediate purchase via both digital and physical shopping experiences as well as private sales. The Client Accounts Receivable Manager is responsible for ... and luxury objects through auctions and buy-now channels including private sales, e-commerce and retail. Our trusted global marketplace...providing exceptional client service for a portfolio of sales. This position… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. *Trading of both ... software. *Excel, including developing spreadsheets as needed and for ongoing reporting . *Effective communication across multiple client interactive platforms… more
- AllianceBernstein Holding LP (Nashville, TN)
- …products, with a focus on Commercial Mortgage Loans, as well as Regulatory Reporting and full valuations of Insurance Client Assets. Researching new US ... processing for Commercial Mortgage Loan activity and data which ultimately feeds client ledger and Schedule B reporting Providing Insurance accounting advise… more
- Michael Page (San Antonio, TX)
- …capitalization efforts, keeping executive leadership informed through accurate and timely reporting and communications. The Real Estate Capital Markets Analyst ... Development Analyst/Associate - Capital Markets Real Estate development firm creating a new...have focus on deepening existing capital relationships. About Our Client The client is a national real… more
- Busey Bank (Urbana, IL)
- …Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services to create comprehensive financial strategies ... Position Summary The Private Wealth Advisor's (PWA) primary responsibility is to...deep understanding of clients' unique goals and objectives. The reporting structure may vary for the PWA role based… more
- Kantox (New York, NY)
- …Career at Kantox Successful Account Executives exceed their revenue targets in their assigned markets and build a strong client portfolio. As a fast growing ... achievement-oriented Account Executive to help us open the US market by identifying and winning new clients that can...to embrace challenges, keep reading Your mission within Kantox Reporting to the Sales Team Leader, you will be… more
