- Next Generation Inc. (New York, NY)
- Job Title IT Asset Analyst - Software Asset Management Job Description Next Generation Inc. (NGI) is seeking a highly detail-oriented IT Asset Analyst ... assets, ensuring compliance, and identifying cost-saving opportunities through effective software asset management (SAM) practices. Note: Consultant will be… more
- Promote Project (New York, NY)
- …of the Institutional Sales Representative role: Institutional Sales Representative Wealth & Asset Management Technical Skills Drive new business sales and add‑on ... the growth and future success of the Anchorage Wealth Management custody and trading platform for RIAs, Asset... ecosystem and acting as a critical source of client insights and market intelligence, helping to inform our… more
- Financialnarrative (New York, NY)
- …in Design, Digital Media, or related field. Experience with financial planning, asset /wealth management , insurance, or B2B financial services. Familiarity with ... UI/UX Digital Client Experience Director New York, NY, USA Who...limited to - the individual's skills, experience, qualifications, and internal equity. We value our people and offer a… more
- Franklin Templeton Investments (New York, NY)
- …help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management , wealth management , and fintech, offering many ways ... manage the lifecycle of US products, ensuring competitive, profitable, and client -focused solutions.US Product Management , Governance and Implementation serves… more
- Page Executive (New York, NY)
- …NYC About Our Client The company is a newly formed digital asset treasury and investment platform being established through a strategic partnership between a ... execution speed, and have strong experience in treasury, fundraising, or asset ‑ management environments. Key Responsibilities Build-out & Infrastructure Establish… more
- Teachers Insurance and Annuity Association of America (New York, NY)
- Job Description Churchill Asset Management is seeking an experienced corporate finance transactional attorney to represent Churchill and its affiliated entities ... management activity in the private equity-backed direct lending asset class generally, with a particular focus on senior...may vary based on relevant experience, time in role, internal peer base salary, prior performance, business sector, and… more
- Nuveen (New York, NY)
- …(30+ days left to apply)job requisition id: R251100005**Job Description** Churchill Asset Management is seeking an experienced corporate finance transactional ... and portfolio management activity in the private equity-backed direct lending asset class generally, with a particular focus on senior lending finance activity.*… more
- JPMorgan Chase & Co. (New York, NY)
- …preferred. 10+ years of progressive experience in digital product development, data asset management , and/or data product development within financial services. ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- TD Bank (New York, NY)
- …Due Diligence Requirements as outlined in the Business Unit AML procedures* Uncovers client 's asset and transitions higher threshold clients to appropriate HNW ... NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based… more
- Mufgamericas (New York, NY)
- …new business opportunities, leading the process of screening new deals with senior management for approval.* Establish client relationships and work with clients ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...with a focus on North American renewable and power asset classes. This role requires strong analytical skills, both… more
- Banco Santander SA (New York, NY)
- …seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners ... in the financial services industry. We believe that our employees are our greatest asset . Our focus is on fostering an enriching journey that empowers you to explore… more
- JPMorgan Chase & Co. (New York, NY)
- …banking and credit. Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs ... all aspects of their balance sheet and generate new client acquisition. You will be part of a local...Partner with internal specialists to provide interdisciplinary expertise to clients when… more
- American International Group (New York, NY)
- …generate new business by expanding your broker network, representing AIG at internal and external meetings/broker events, and building new relationships across the ... Collaborate with other product lines to provide full product support to the client .* Develop and maintain strong relationships with brokers to ensure a desirable… more
- Golub Capital BDC Inc (New York, NY)
- …Firm's position in the industry, specifically with regard to direct lending and asset management , as well as the competitive landscape. Monitors industry trends ... spanning product ideation and development, product marketing and execution, product management and reporting. The team oversees, manages and seeks to optimize… more
- Nuveen (New York, NY)
- …underwrite investment opportunities across PEJC.* Assist in the preparation of internal memoranda and other materials used to support investment recommendations and ... to communicate with internal constituents.* Assist with monitoring the performance of existing portfolio investments, including regular communication with private… more
- Citigroup Inc. (New York, NY)
- …of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking. Role The ... high‑growth organization. They will be responsible for field and client engagement, acting as a key ambassador for the...a strategic partner to broader CIO Team (research, portfolio management , the Lab, product) on messaging, advisor needs, and… more
- US Bankruptcy Court - District of CT (Stamford, CT)
- …ways to help our clients achieve their investment goals. Our dynamic firm spans asset management , wealth management , and fintech, offering many ways to ... manage the lifecycle of US products, ensuring competitive, profitable, and client -focused solutions. US Product Management , Governance and Implementation serves… more
- US Bankruptcy Court - District of CT (Stamford, CT)
- …client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking ... maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and… more
- Ernst & Young Oman (Stamford, CT)
- …venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a ... and gain cross functional alignment on processes to support processes and internal teams Demonstrate deep technical excellence in specific offerings and broaden… more
- Ernst & Young Oman (Stamford, CT)
- …typical day will involve working in small groups on projects with internal or external clients. You\'ll collaborate with national subject matter professionals in ... our clients execute a variety of financial transactions, including asset acquisitions, disposition deals, capital structure transformations, and corporate… more
