- Finn Partners (New York, NY)
- …action items/recaps, weekly, biweekly, and monthly verbal and other written client reporting . Qualifications: + Bachelor's degree in communications, marketing, ... financial services sector clients. The PR account supervisor is an essential client contact and ensures our team develops and executes high-quality strategic… more
- Broadridge Financial Solutions (New York, NY)
- …to proxy policy, governance, and emerging industry standards. Presentations, Analysis & Reporting + Create compelling client and internal presentations to ... stewardship trends, and Broadridges value proposition. + Design and generate ongoing reporting , analytics, and insights related to client engagements, policy… more
- VaynerMedia (New York, NY)
- …translate quantitative and qualitative results into a data-driven narrative for internal analysis, client reporting and case studies. + You'll contribute to the ... You have meticulous attention to detail and are working on establishing strong client relationships by creating confidence in them and your team that you understand… more
- CAMBA (Queens, NY)
- …alternatives. + Review and sign time sheets. + Prepare performance appraisals for direct reporting staff. + Troubleshoot client and direct reporting staff ... staff via written logs, notes, face-to-face meetings, etc. + Work with direct reporting staff to improve work performance through client feedback, training,… more
- CAMBA (Brooklyn, NY)
- …program contract's goals and performance targets. + Motivate, coach and counsel direct reporting staff to excel. + Complete client psychiatric assessments, as ... reporting staff as well as among peers. + Troubleshoot client and direct reporting staff program problems and make decisions in accordance with program… more
- BlackRock (New York, NY)
- …activities + Collaborating with client -facing and communications colleagues to ensure client reporting and client presentations meet expectations, and ... BIS' corporate governance policies + Supporting data gathering, benchmarking, and reporting to inform voting decisions and policy positions + Preparing position… more
- Neuberger Berman (New York, NY)
- …integrity and high ethical standards. + Familiarity with Aladdin Wealth, Charles River, client reporting , and portfolio accounting systems is a plus. + Series ... effectiveness of the Private Wealth business by bridging the gap between client -facing teams, technology, operations, legal and compliance. The role requires strong… more
- JPMorgan Chase (New York, NY)
- …key engagement issues. + Partner with JPMAM's client servicing teams to ensure client reporting and client presentations meet expectations, and that ... managers on effectiveness of the voting program. + Conduct communication with client teams on proxy voting related matters, including preparation of voting… more
- Neuberger Berman (New York, NY)
- …with product strategy & marketing, client coverage, portfolio managers and client reporting & analytics teams to deliver high-quality, compelling marketing ... collateral is updated and managed properly, work closely with client coverage on decks for client opportunities,...closely with client coverage on decks for client opportunities, and coordinate with investment teams on content… more
- CAMBA (Brooklyn, NY)
- …among direct reporting staff as well as among peers. + Troubleshoot client and direct reporting staff program problems and make decisions in accordance ... procedures, and protocols. + Administer constructive discipline to direct reporting staff, as needed. + Input client ...direct reporting staff, as needed. + Input client data using DHS's CARES database, as needed +… more