- Neuberger Berman (New York, NY)
- …players in the private markets custom fund business in Japan and globally. The Private Markets Client Reporting Vice President is a member of NB ... a leading and growing investor in private markets , managing over $110 billion of client ...timeliness are of utmost importance. **Responsibilities** : + Manage reporting functions for Japanese private market… more
- S&P Global (New York, NY)
- …ad hoc data collection in support of meetings undertaken by the Private Markets team + Prepare data for monthly reporting and respond to information requests ... Level (for internal use):** 11 **The** **Role:** Associate Director, Private Markets **Grade:** 11 **Team:** The S&P...' S&P serves. . Demonstrate sound ability to analyze market and client information quickly, and synthesize… more
- Bank of America (Chicago, IL)
- Private Wealth Market Client ...direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting ... an impact, along with the power to make a difference. Join us! **Job Description:** The ** Private Wealth Market Client Relationship Manager** (PWCRM) is a… more
- JPMorgan Chase (New York, NY)
- …lending programs, capital markets activities, derivative programs, and principal market risk for the Global Private Bank (GPB) and Wealth ... risk through intelligent and proactive risk measurement, that is client focused, and adheres to the highest standards and...capital markets activities, derivative programs, and principal market risk for the Global Private Bank… more
- JPMorgan Chase (New York, NY)
- …in an ever-changing global landscape. Reporting to the Global Head of Digital Private Capital Markets Business Risks & Controls, you will be supporting an ... The Digital Private Markets business is a fast-growing...The Digital Private Markets business is a fast-growing global team within...excellence, we play a key role in meeting our client commitments and act as a driving force behind… more
- Clearsulting (TX)
- Role: North America Client Relationship Director - Private Equity Location: Clearsulting is headquartered in Cleveland, OH, with additional offices located in; ... You will collaborate with leadership to develop, manage and execute our Private Equity go-to- market strategy and tactical roadmap. Responsibilities and Required… more
- TD Bank (Coral Gables, FL)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of client ... service to achieve greater share of wallet. The Private Client Service Associate will support other...reporting + May act as secondary contact for client relationships with regards to account maintenance, portfolio information… more
- M&T Bank (New York, NY)
- **Overview:** As part of the Loan Market Solutions Division, the CLO & Loan Administration team provides trustee & custodian services to sophisticated loan asset ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… more
- CIBC (Sumter, SC)
- …Banking, the role requires partnering with Bank USA, Capital Markets , private capital and Canadian Middle Market Investment Banking ("MMIB") teams. + ... Reporting to the head of CIBC US Middle Market Investment Banking, this position is responsible for providing...Capital Markets , Bank USA, etc.) + present market insights and ideas to private equity… more
- Crystal Cruises (Downers Grove, IL)
- …retention, and re-engagement opportunities + Develop and implement Key Performance Indicators and reporting metrics for the Private Client / Private Travel ... and other internal department heads/stakeholders, lead the execution of Private Client / Private Travel new acquisition...+ Minimum 10 years of sales experience in luxury market client acquisition + Existing global network… more
- Citizens (Boston, MA)
- …Officer and will play a pivotal role in enhancing, adding, and bringing to market the private bank lending products. You'll be responsible for providing ... and others, to shape and execute on bringing to market the Private Bank's market ...PB loan pricing and profitability models, analysis, governance and/or reporting are appropriately incorporated in CFG Loan Committees and… more
- Wellington (Needham, AL)
- …fund accounting, treasury, and financial reporting . Wellington has been investing in private markets for many years, launching its first dedicated private ... that span nearly all segments of the global capital markets . Our investment solutions, tailored to the unique return...that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a… more
- Citigroup (New York, NY)
- …to originate and organise Non Deal Roadshows, Conferences, Bespoke and Group Trips; build client relationships; market and sign up clients to our global events. ... a broad and comprehensive understanding of the different stages of the capital markets cycle, financial systems, theories and practices relevant to a function as… more
- Parsons Corporation (Centreville, VA)
- …and quality of company's offerings. Regularly interface with upper-level management and client personnel as the leader of this market development campaign. ... IT, engineering systems, critical infrastructure, Security, Protection, Attribution, and Recovery markets . + Define and execute market development campaign(s) to… more
- Fifth Third Bank, NA (Charlotte, NC)
- …full spectrum of capital market solutions and how they apply to specific client situations and changing market conditions + Assist in the origination and ... achieving real results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Fifth Third Securities Overview: Every company… more
- Morgan Stanley (Menlo Park, CA)
- …business opportunities * Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities ... Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client /prospect data to develop customized financial plans, designing tailored… more
- Bank of America (New York, NY)
- …Modeling + Monitoring, Surveillance, and Testing + Risk Management + Causation Analysis + Client Management + Market Analysis + Product Marketing and Branding + ... ISG Capital Markets New Issue Diligence Specialist New York, New...Closed End Funds, Debt New Issue, Equity New Issue, Private Placements and Unit Investment Trusts). The role requires… more
- Citizens (Johnston, RI)
- Description In the Head of Private Bank and Wealth Data role, you will be tasked with leading the design of the Data Strategy and to to deliver on the data and ... advanced analytics enablement needs of the Private Bank and Private Wealth Division as...overall data strategy while providing best-in-class data capabilities for Client enablement and advanced analytics. The colleague in this… more
- Neuberger Berman (New York, NY)
- …. + Communicate directly with both prospective and existing investors to provide tax reporting , respond to queries, and market new products. + Oversee quarterly ... an experienced tax professional with a focus on Real Estate investing (REITs), Private Equity Funds, Residential Mortgages, and Real Estate Secondaries to lead the… more
- International Rescue Committee (New York, NY)
- Requisition ID: req51969 Job Title: Program Officer, Private Sponsorship Processing Stakeholder Coordination Sector: Governance Employment Category: Fixed Term ... Work Arrangement:Fully Remote Job Description Overview: The Program Officer, Private Sponsorship for Stakeholder Coordination supports the overall implementation of… more