- Mirador (Jacksonville, FL)
- …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
- Citigroup (New York, NY)
- …for USPB Risk, Wealth Risk and Legacy Franchises/Banking & International Retail Risk Management . The Wealth Risk Reporting Director role and function is ... leadership The Director of the Wealth Risk Reporting team is a senior management level...based stress loss limits, other risk appetite guardrails and performance benchmarks, recession readiness playbooks and for overall assessment… more
- Mirador (Naperville, IL)
- …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
- Morgan Stanley (Purchase, NY)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Reporting Analyst, ... providing a wide range of investment banking, securities, investment management and wealth management services....candidate plays a vital role maintaining accurate data in performance reporting systems, adhering to all policies… more
- Morgan Stanley (Menlo Park, CA)
- *POSITION SUMMARY:* The Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized ... and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients...materials and proposals to assist Financial Advisors / Private Wealth Advisors in managing performance measurements on… more
- US Bank (Minneapolis, MN)
- …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
- Wells Fargo (Charlotte, NC)
- …Net Worth Client Investment Performance Reporting Team within Wealth and Investment Management . This team provides client investment performance ... **About this role:** Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the...in developing reports for clients, pension consultants, and internal management + Perform intensive market research to track new… more
- M&T Bank (Wilmington, DE)
- …investment management : from order generation, to trading, client and performance reporting , investment analytics and planning. Experience with streamlining ... . The successful candidate is expected to lift the Wealth Investment Management Team in order to...and Risk Management . + Involvement in a performance reporting system installation and/or conversion. Understanding… more
- Citigroup (New York, NY)
- …at achieving the strategic and financial objectives across the US Consumer Wealth Management business. Developed execution, communication and diplomacy skills ... The NAM Citigold/Citigold Private Client team of Citi Wealth , has ambitious growth targets to deliver against...and prepare agreements + Manage acquisition targets, product financial performance , revenue performance , and expense management… more
- Zions Bancorporation (Salt Lake City, UT)
- …under local management teams and community identities in 11 states. Enterprise Wealth Management (EWM) is a dynamic and evolving business line under the ... teams. + Expert-level understanding of Investment Operations, Portfolio Accounting, and Performance Reporting . + Understanding of transaction processing as it… more
- JPMorgan Chase (New York, NY)
- …offices), such as client relationship management , account opening, consolidated client reporting , enhanced performance and risk reporting + Think ... The US Wealth Management **Business Transformation Office (BTO)** is seeking an Associate to join their team in New York. This role will be part of an internal… 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)
- …control testing for Wealth Clients Segments - ie, operational controls performance assurance/testing - which includes design, results reporting , and insight ... tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi...to specific testing design and execution points, and from performance management to testing platforms basics. +… more
- Citizens (Johnston, RI)
- …staff of professionals. QUALIFICATIONS + Banking/Financial Services experience required. + Wealth Management experience required and exposure to Private Banking ... Director, you will provide valuable financial leadership and direction for the Private Wealth Manager Team within Citizens Bank, playing a key role in it's current… 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
- Bank of America (Chicago, IL)
- …Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a ... of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff,...supervise and delegate **Desired Skills:** + Compensation Analysis + Performance Management + Process Performance … more
- Regions Bank (Hoover, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Wealth Management Middle Office Specialist provides back office support for the ... more than just a job. We believe in offering performance -driven individuals a place where they can build a... Wealth Management business segment. The … more