- Bank of America (New York, NY)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Private Wealth Client Associate New York,... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- ADP (New York, NY)
- …truly values your contributions, and in return, rewards you handsomely. Major Accounts Private Equity District Manager trainee As a Major Accounts Private ... cultivate new business opportunities by driving strategic HCM initiatives within Private Equity Firms and their portfolio companies. Identifying and gaining access… more
- BlackRock (New York, NY)
- …fund accounting and a passion for enabling fund administrators to deliver exceptional service across both public and private investment structures. You will play ... We are seeking a strategic and experienced Senior Product Manager to help shape the future of our eFront...for fund accounting capabilities, with a focus on US private market structures including closed-end funds, co-investments, and SMAs.… more
- Bloomberg (New York, NY)
- … Funds + Proven understanding of capital markets and the investment lifecycle for private assets + Exceptional customer service skills, with the ability to ... technology - quickly and accurately. **Our Team :** The Private Funds team supports Bloomberg's suite of private...all the data in between. Whether a fund investor, manager or advisor, our team has the data, solutions… more
- Akin Gump Strauss Hauer & Feld LLP (New York, NY)
- …opportunities for revenue growth, has strong written and verbal skills, a client service -oriented approach, attention to detail, intellectual curiosity, and ... Middle East. We are currently seeking a Business Development Manager to help drive the strategic growth of the...to help drive the strategic growth of the firm's Private Equity practice. This position will reside in New… more
- BlackRock (New York, NY)
- …+ Demonstrated excellence in the Strategist function, including superb commercial execution, client service outcomes, and talent development. + Deep experience ... acquisitions across private market franchises and technology. With a broader client base than many pure-play alternatives competitors and a reputation as a… more
- City National Bank (New York, NY)
- …* Bachelor's Degree or equivalent * Minimum 7 years of experience in client service , banking operations or Private Banking relationship management ... II* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or...with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk… more
- MetLife (Whippany, NJ)
- …rapid growth. To help manage this growth and to ensure continued delivery of high-quality client service , the team is seeking an experienced Analyst, Private ... all asset classes, with a strength in public and private fixed income and private assets, including...processes that improve reporting efficiencies in support of world-class client service * Supporting quarterly portfolio reports… more
- Robert Half Finance & Accounting (New York, NY)
- …Plains New York. Our client requires an active CPA with 12+ years Private Credit Tax experience at an Investment firm or Big 4/Public firm, with knowledge of ... Description Robert Half Financial Services are hiring for a Private Credit Tax Director role for a global Investment...tax related policy and documentation, oversight of third party service firms and being an active participate in business… more
- Citizens (New York, NY)
- … Private Bank - Private Equity Lending Associate supports the Relationship Manager with their loan portfolio with extraordinary care and service . Based in ... ensuring a high level of quality control from initial client contact through the closing process. The Private...a team. Primary Responsibilities + Works closely with Relationship Manager and client to identify lending needs… more
- Aflac (New York, NY)
- …and external managers to address and resolve issues. . Assist primary relationship manager with external service providers and/or external managers involved in ... AVP, Private Assets Operations - Private Credit...critical information between internal teams, with external managers and service providers. . Communicate timely and in a detailed… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... NB Private Markets is a rapidly growing group within...returns; oversee and lead discussions with vendors and third-party service providers (sub-administrator, TA, custodian, valuation firm, etc) +… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... **Summary:** Neuberger Berman is looking for a Private Markets Treasury Operations Analyst. This is a...sources * Liaise between portfolio managers, finance, compliance and service providers for all portfolio-specific activity and issues, ensuring… more
- JPMorgan Chase (New York, NY)
- …to our clients as such. **Job Responsibilities** + Performing and leading on-site manager visits to evaluate hedge funds' and private credit operational risks ... JP Morgan Asset Management, a leading global alternatives manager , is seeking a proactive analyst to join...Diligence team. The role focuses on hedge fund and private credit investments for the Alternatives Solutions Group. The… more
- Bank of America (Florham Park, NJ)
- …4 years of experience with a financial institution focusing on high net worth client service and sales + Trust administration experience desired + BS/BA degree ... Tool updates * Identifies new business opportunities for expanded penetration of Private Bank capabilities within the client 's current book of business,… more
- PNC (Millburn, NJ)
- …the manager 's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the ... success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Millburn,... commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team… more
- JPMorgan Chase (Brooklyn, NY)
- …Morgan, we are committed to delivering exceptional client service . As a Client Service Manager in Securities Services, you will have the opportunity ... and ensure their satisfaction with our services. As a Client Service Manager (CSM) in...seven years of experience working at a hedge fund, private equity fund, asset manager , or a… more
- Bank of America (New York, NY)
- …skills with the ability to appropriately prioritize while maintaining a high level of client service and attention to detail. + Must use considerable tact, ... Private Bank Administrative Assistant III New York, New...management to gather and convey relevant information * Answers manager 's phone line, documenting accurate messages, and handling calls… more
- City National Bank (New York, NY)
- * CLIENT MANAGER * WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows ... client relationships through high touch service and...and seamless on-boarding process. * Manage relationships with the Private Banker and client team in planning,… more
- JPMorgan Chase (New York, NY)
- …Foster collaboration across global teams and lines of business to ensure seamless client service and information flow. + Contribute to thought leadership ... initiative across the Corporate & Investment Bank and the Private Bank with a focus on the Markets line...projects. + Experience working with the Sponsors, Alterative Asset Manager , Credit, Insurance, or related client segments.… more