- Neuberger Berman (New York, NY)
- …include providing support to private wealth teams, driving the evolution of client reporting solutions, and managing the distribution of client ... efficiency and effectiveness + Engage with private wealth teams to assess client reporting needs, recommend available reporting solutions, and drive… more
- Neuberger Berman (New York, NY)
- …control functions to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting . + Represent Neuberger ... or Investment Advisory function. + Demonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund Structures, etc.). +… more
- BlackRock (New York, NY)
- …Penn Station. **Specific Responsibilities include:** + Lead and oversee audits across Private Markets , including Private Credit and Infrastructure ... debt, leveraged finance, and infrastructure investments. + Collaborate with Private Markets stakeholders to support integration activities (eg, acquisitions… more
- Citigroup (New York, NY)
- **Job Description** The Equity Capital Markets (ECM) Investment Banking / Private Placements Vice President (VP) is a senior level position responsible for ... transparency. **Qualifications:** + 5-10 years of experience in investment banking, capital markets , private equity or related financial services + Degree in… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 13 **The Team:** The Private Market Valuations team is a market leader in supporting our clients with ... growth, mature and distressed spectra across the globe. **Responsibilities &Impact:** The Private Markets represents a high investment area with clients… more
- S&P Global (New York, NY)
- … leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in the post-trade valuation ... growth, mature and distressed spectra across the globe. **Responsibilities & Impact:** The Private Market Valuation Team Lead will deliver a range of valuation… more
- Raymond James Financial, Inc. (New York, NY)
- …. Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and ... daily risk monitoring across all relevant risk stripes including market , credit, liquidity and operational risks. . Identifies emerging...of risks and regulations in all aspects of the Private Client and Asset Management . Risk… more
- Neuberger Berman (New York, NY)
- … Markets , is a leading and growing investor in private markets , managing over $140 billion of client commitments since inception, and approximately $25 ... of Japanese clients including insurance companies, banks and pension funds. Our Japan private markets business has been growing rapidly primarily driven by… more
- BlackRock (New York, NY)
- …problems and provide tangible solutions in the investment management process. ** Private Markets ** **Risk Management** BlackRock manages over $450 billion ... in private markets assets. We are seeking individuals...risk managers to provide investment risk oversight of various private credit portfolios. They will lead various market… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market … more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor ... depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing… more
- JPMorgan Chase (New York, NY)
- …focus on our expanding Private Credit platform. This is a leadership role, reporting to the Head of US GFICC Finance and Business Management, and is designed for ... businesses to share best practices, particularly in relation to private credit market developments, regulatory developments, etc....capabilities, and skills** + 7+ years' experience in financial markets , with a strong background in private … more
- Neuberger Berman (New York, NY)
- Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in ... or a related field + 8-12 years of experience in accounting, financial reporting , client billing, sales compensation, or financial analysis, preferably within … more
- Nuveen Investments (Stamford, CT)
- …retention initiatives. + Maintain accurate records and documentation for audits and client reporting . **Additional Responsibilities** + All licenses must be ... clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client -facing confidence, and the ability to manage… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market … more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market … more
- Deloitte (New York, NY)
- Technical Accounting & Reporting - Capital Markets Transactions Manager The Manager will play a key role within our Capital Markets Transactions (CMT) group ... private clients to assist with accounting and financial reporting , among other areas. + Stay connected to ...reporting , among other areas. + Stay connected to market trends to think through future innovative solutions. The… more
- Citigroup (New York, NY)
- …selling **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...English and Spanish + Extensive and proven experience in Private Banking having covered the UHNW market … more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market … more
- Deloitte (New York, NY)
- …you will lead a high-performing team responsible for end-to-end accounting and reporting services for diverse private fund clients-with particular expertise in ... private equity. You will operate in a dynamic, client -focused environment, fostering strong relationships with executive leadership both internally and at … more