- 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
- TIAA (New York, NY)
- …is accurate and complete in accordance to TIAA data governance standards for all Wealth Management reporting + Translate business logic and processes into ... Level** 8IC + Supports the creation and maintenance of Wealth Management operational reporting , identifying...time in role, base salary of internal peers, prior performance , business sector, and geographic location. In addition to… 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
- 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
- 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
- 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
- JPMorgan Chase (Jersey City, NJ)
- …Annuity and Life Insurance business through partnerships with teams and advisors across Wealth Management channels at JP Morgan. Annuity and insurance solutions ... of responsibilities to the partnership with advisors + Reporting daily activity metrics, including call volumes + Comfort...willingness to take exams within required timeframe JP Morgan Wealth Management Solutions comprises a workforce of… more
- JPMorgan Chase (New York, NY)
- …supporting high growth businesses and initiatives across JP Morgan Wealth Management . You will own financial analysis and reporting for the Marketing ... the business, improve product profitability, and optimize expenses + Partner across the Wealth Management finance team and business stakeholders to execute on… more
- Citigroup (Bronxville, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... Citi Global Wealth brings together the full power of Citi...services to others in area of specialization. Work and performance of all teams in the area are directly… more
- HUB International (New York, NY)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... Solver **Preferred Qualifications** + Financial Service Knowledge, specifically 401(k) & Wealth Management + Understand compliance and regulatory framework for… more
- BMO Financial Group (New York, NY)
- …Includes providing lending expertise for a variety of sub-sectors under Asset & Wealth Managers, including but not limited to Fund Finance (BDC and Capital Call ... approvals in support of Trade Finance products. Also provides ongoing management of the lending portfolio. Additional responsibilities including but not limited… more
- Citigroup (New York, NY)
- …and adhering to talent management processes and compensation and performance management programs. Mentoring and developing junior staff. + Directing ... senior function/business/product compliance risk manager for Independent Compliance Risk Management (ICRM) Fraud Oversight coverage including all products 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, ... for the creation of cutting-edge technology that will automate critical wealth management reporting processes and give Mirador a competitive advantage… 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, ... with the ability to prioritize tasks and meet deadlines + Knowledge of Wealth Management 's products, policies, and practices + High attention to detail… 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 team is fundamentally changing one of the world's largest growing industries-financial reporting . Other companies may offer similar services, but we have no true… more
- Citigroup (New York, NY)
- … infrastructure/oversight platforms are adopted. + Enhance and streamline management reporting processes by adopting best-in-class modern intelligence ... Citi Policies and Regulatory requirements, and driving Strong Risk Management - for USPB Risk, Wealth Risk... Risk and Legacy Franchises/Banking & International Retail Risk Management . The USPB Risk Reporting Director role… more