- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... service support to the wealth advisor's high net worth clients. **Responsibilities** Client Reporting + Assist generating customized quarterly reports and… more
- Arup (New York, NY)
- …strategic market and client ambitions. We are seeking to hire a Head of Client Systems, Analytics & Reporting to strengthen our MCBD function. The Head of ... Client Systems, Analytics & Reporting sets the vision and governance for our business facing MCBD systems, ensuring that business-critical software, workflows and… more
- Citigroup (New York, NY)
- …are seeking a highly skilled and experienced professional to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. The ... Head of NAM Regulatory Reporting and Client Tax Operations will be responsible for overseeing the end-to-end regulatory reporting and tax compliance… more
- TD Bank (New York, NY)
- …API, file, and relationship-managed). + Channel Integration: Lead integration of client reporting across multiple businesses and platforms, ensuring consistency, ... and regulatory standards. + Innovation & Scalability: Drive innovation in client reporting , embedding advanced capabilities such as self-service, real-time… more
- BlackRock (New York, NY)
- …how we store, model, and deliver private markets data sets to power client reporting , streamline data processes, and enable robust system integrations. You ... most complex challenges as private markets become an increasingly vital part of client portfolios. We are looking for an exceptional candidate to help accelerate our… more
- Cengage Group (New York, NY)
- …systems that scale, we'd love to hear from you! **What you'll do here:** ** Client -Facing Reporting & Dashboards** + Build and maintain client dashboards ... across systems. + Partner across teams to develop unified reporting solutions that support diverse client types...develop unified reporting solutions that support diverse client types and scalable operations. **Skills you'll need here:**… more
- Publicis Groupe (New York, NY)
- …over 100 countries, Publicis Groupe employs around 103,000 professionals. **Overview** The Client Reporting Associate Director reports directly to the Client ... to all client finance matters + Responsible for providing Agency client time reporting to track actuals + Ability to explain and translate financial reports… more
- Neuberger Berman (New York, NY)
- …for reporting + Assist in the creation, coordination, and completion of client reporting **Experience and Skills Qualifications:** + SIE, Series 7, and ... desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all… more
- Cengage Group (New York, NY)
- …and direct operations team to achieve business targets; including student/candidate tracking and client reporting data and metrics. + Vet and prepare trainees ... every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-diversity/ **The Client Operations Manager will:** This role will work to… more
- Neuberger Berman (New York, NY)
- …performance, transfers, allocations, fees, etc., using various in-house portfolio systems. + ** Client Reporting ** : Provide customized reporting and analysis ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+... wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment teams,… more