- 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)
- …control testing for Wealth Clients Segments - ie, operational controls performance assurance/testing - which includes design, results reporting , and insight ... tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi...to specific testing design and execution points, and from performance management to testing platforms basics. +… 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
- Bank of America (New York, NY)
- …are appropriately addressed + Produces and/or oversees independent financial crimes risk management reporting to Global Compliance & Operational Risk (GC&OR) ... Global Financial Crimes Manager - Global Markets and Global Wealth & Investment Management Risk New York,...Planning and Development + Written Communications + External Resource Management + Reporting + Talent Development **Required… more
- JPMorgan Chase (New York, NY)
- …offices), such as client relationship management , account opening, consolidated client reporting , enhanced performance and risk reporting + Think ... Join our dynamic US Wealth Management Business Transformation Office (BTO) in New York as an Associate. This role offers the opportunity to be part of a… more
- Citizens (Tarrytown, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... expertise and research, while intimately focusing on each client's unique circumstances. The Wealth Portfolio Management Group is responsible for the day-to-day … 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)
- …propelling strategies that support high-growth businesses and initiatives across JP Morgan Wealth Management . Your role will encompass financial analysis and ... the business, improve product profitability, and optimize expenses + Partner across the Wealth Management finance team and business stakeholders to execute on… more
- JPMorgan Chase (New York, NY)
- …In this role you will become a member of Compliance team that supports JPM Wealth Management trading desks. The desks execute client's orders in primary and ... develop structured investments and identify investment opportunities for JPM Wealth Management clients. Your role will focus...fixed income trading with focus on: + regulatory trade reporting + best execution + distribution of fixed income… more