- Citigroup (Getzville, NY)
- The Client organization is dedicated to empowering our clients' growth by deeply understanding and anticipating their needs and by harnessing the full power of Citi. ... The organization takes a firmwide view of our client strategy, segmentation and coverage model to ensure every...includes the execution of control design assessment processes, results reporting , and insight sharing related to the above scope… 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+...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Citigroup (Getzville, NY)
- The Client organization is dedicated to empowering our clients' growth by deeply understanding and anticipating their needs and by harnessing the full power of Citi. ... The organization takes a firmwide view of our client strategy, segmentation and coverage model to ensure every...Scope of work includes control design, testing design, results reporting , and insight sharing related to the above scope… more
- Neuberger Berman (New York, NY)
- …and flexible to work with other Client Associates, PMs as well as Client Relationship Manager + Candidate must be comfortable working in an environment with ... follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through...+ Maintain multiple addressees used to group clients for reporting and trading purposes + Interact with operations and… more
- TD Bank (New York, NY)
- …& Testing (M&T) program. Additionally, this role will be responsible for building out Reporting Modules to show the applicability and coverage of the M&T Branch on a ... the Compliance Branch Inspections Risk Assessment process and perform overall reporting for the Branch Inspections program. Key responsibilities include (but are… more
- Publicis Groupe (New York, NY)
- …investments for some of the world's leading brands. **Overview** We are looking for a Manager of Client Finance to join our team! This position will be ... responsible for the day-to-day management of client financial operations and workflow. The Manager ...month(s) of service, etc). + Generate or review all client required reporting for completion and accuracy.… more
- BlackRock (New York, NY)
- **About this role** **Aladdin Client Transformations -** **Front Office** **What we do** BlackRock's business is investing on behalf of our clients, from large ... all kinds have made us the world's largest asset manager , entrusting us with trillions of dollars, and its...growing rapidly, with the volume and complexity of new client deals and strategic partnerships growing each year. We… more
- BlackRock (New York, NY)
- …That's why investors of all kinds have made us the world's largest asset manager , entrusting us with trillions of dollars, and its why companies, institutions and ... The Aladdin Business is growing rapidly, with the volume and complexity of new client deals and strategic partnerships growing each year. We are at the next phase… more
- Bank of America (New York, NY)
- …serve an evolving client base. + Capture metrics and adhere to reporting frameworks to track onboarding efficiency, cycle time reduction and client ... Global Markets Client Onboarder New York, New York **Job Description:**...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- BlackRock (New York, NY)
- **About this role** **Relationship Manager , Aladdin Client Engagement** **BlackRock Solutions (BRS)** supports the investment process through the development, ... with portfolios totaling over _$13 trillion_ . Our diverse client base is made up of external institutional asset...teams + Help clients adopt and learn Aladdin's regulatory reporting + The role demands technical proficiency and a… more