- American Express Global Business Travel (NY)
- …Client HR feed support + Management and oversight of unused tickets and applicable client reporting + Oversight and reporting of client 's ... management reporting + Profile maintenance and management + Various client reporting (Insights and Premier Insights) + Special projects + Testing to ensure… more
- Wellington (New York, NY)
- …and the Funds Group, coordination of client account openings and closings, client reporting requirements with fund reporting team, responsible for ... the Funds Group contributes to Wellington Management's mission by delivering first-class client service to clients who invest in Wellington's sponsored funds. These… more
- Neuberger Berman (New York, NY)
- …include providing support to private wealth teams, driving the evolution of client reporting solutions, and managing the distribution of client ... and effectiveness + Engage with private wealth teams to assess client reporting needs, recommend available reporting solutions, and drive enhancements… more
- Neuberger Berman (New York, NY)
- …or Investment Advisory function. + Demonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund Structures, etc.). + ... and analyze current and future needs for private wealth monthly/quarterly client -facing reporting . + Represent Neuberger Berman Technology alongside advisor… more
- JPMorgan Chase (Rochester, NY)
- …client data to develop actionable reports and recommendations. + Own the end-to-end client reporting process, from data gathering to execution and delivery. + ... Elevate your career in travel and account management by cultivating strong client relationships and delivering exceptional service. As a Travel Account Manager I in… more
- SitusAMC (Albany, NY)
- …clients and our software development team. Essential Job Functions: + Executes on client loan accounting and investor reporting functions utilizing SBO + ... SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a… more
- AON (Plainview, NY)
- …function). + Subledger account analysis. + Month-end operational metrics and analysis. + Client reporting as needed and analysis on file variances + Assist ... + Subledger account analysis. + Month-end operational metrics and analysis. + Client reporting as needed and analysis on file variances + Assist with annual… more
- 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, ... services sector clients. The PR SAE supports our leadership team in essential client work, and helps to ensure that our team develops and executes high-quality… more
- Deloitte (New York, NY)
- …management, pipeline monitoring, settlement, and process improvements. + Support and optimize client reporting solutions, data review, and effective client ... Private Credit Consultant Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into… more
- JPMorgan Chase (New York, NY)
- …onboarding process, including negotiating investment management agreements, fee schedules, client reporting , and investment guidelines **Required qualifications, ... our US Equity Active Core Group, you will oversee approximately $160 billion in client assets for institutions and team member investors worldwide. In this client… more