- Neuberger Berman (New York, NY)
- …optimization, and cross-functional coordination, contributing to the delivery of high-quality client and operational outcomes. This role is ideal for a ... Document, update, and maintain operational workflows for alternative investment strategies, including private equity, private debt, real assets, and hedge funds.… more
- Nuveen Investments (New York, NY)
- …Duties** + Bachelor's degree in relevant field. + 4+ years of public/ private investment taxation experience. + CPA preferred. + Mutual Fund/RIC compliance experience ... Experience with Business Development Companies (BDC's) is a plus. + Knowledge of private credit and traditional private equity fund taxation. + Proficient in… more
- JPMorgan Chase (New York, NY)
- With over $200 billion of client capital invested across hedge funds, private equity, private credit, real estate and direct investments/co-investments, the ... sourcing and offerings of non-traditional investment strategies to Institutional, Private Banking and Wealth Management clients. A disciplined selection process… more
- JPMorgan Chase (New York, NY)
- …Solutions ("GAIS") platform offers a broad spectrum of investment strategies, including private real estate equity and credit, designed to achieve specific client ... Due Diligence. This pivotal role will be responsible for setting the private real estate investment strategy, leading comprehensive due diligence across equity,… more
- AECOM (New York, NY)
- …Advisory leadership in growing the business, setting strategy and developing major client accounts. This a hybrid role, with in-office requirements located in New ... consulting skills, and experience with the institutional investor and asset manager client landscape. In partnership with Regional Business Line Leadership and the… more
- AON (New York, NY)
- …Demonstrate advanced ability to present professionally in all elements of client facing (internal and external) including technical writing and verbal presentations ... + Retain and grow assigned clients and prospects + Be effective in client deliverables (eg, creating presentations, proposals, etc.) and ensure all client work… more
- MUFG (New York, NY)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...team at MUFG covers the most exciting venture backed, private equity owned and publicly traded technology companies in… more
- KeyBank (Albany, NY)
- …and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both ... estate tax-related issues + Demonstrates and applies sound fiduciary judgment ** Client Servicing and Retention** + Engages appropriate centralized support teams for… more
- WSP USA (New York, NY)
- …will direct the development and implementation of the growth strategy for private sector clients in service areas including climate risk, ESG, resilience, ... to implement business development strategies and initiatives, with an emphasis on client planning, industry knowledge sharing, and support for market development and… more
- Neuberger Berman (New York, NY)
- …and external constituents on product-specific matters, including providing analytical support for client needs. The individual also acts as a business manager for ... **Responsibilities:** + Support sales teams with SMA transition analysis requests, client meetings and presentations with product expertise. + Offer expertise on… more