- Bloomberg (New York, NY)
- …Companies (BDCs), tender offer and interval funds, non-traded REITs, and emerging private wealth -accessible vehicles under 506(c) and 3(c)(7) exemptions. Our ... data in between. Whether a fund investor, manager, or advisor , our team provides the data, solutions, and industry...BDCs, tender offer funds, interval funds, non-traded REITs, and private wealth evergreen funds + Proven experience… more
- KeyBank (Albany, NY)
- …in a long-term career at Key. **Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in client discovery ... retirement, educate their families, save on taxes, and pass wealth from one generation to the next. The Key...and assist with basic administrative tasks. + Develop client relationship and interpersonal communication skills. + Digitize client files… more
- First Horizon Bank (New York, NY)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... customer requirements and satisfaction + Communicate and coordinate with assigned Relationship Managers to support and develop relationships with business clients… more
- S&P Global (New York, NY)
- …segment for S&P Global Market Intelligence. We partner with leading hedge funds, private equity and venture capital firms, and private credit managers-some of ... across client stakeholders and workflows, serving as a trusted advisor for solving client's business challenges - Develop and...degree + 5 years of experience in sales and/or relationship management roles + Strong Excel and Salesforce.com skills… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets,...organized by industry sector and coordinate the overall GTB relationship with in-country subsidiary coverage to provide a consistent… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... in a particular Scotiabank market or region). + Serves as a strategic advisor for GTB leadership team on competitive intelligence, operating model design, best… more