- Neuberger Berman (New York, NY)
- …account updates, funds disbursements, charitable gifting, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio ... global markets, and liaising with the central trading desk regarding trade instructions + Process account openings/closings, transfers, and other client requests;… more
- JPMorgan Chase (New York, NY)
- …front to back Operations and partner teams to support pre and post trade requirements and opportunities. + Connect and partner with Investor Client Management Senior ... service delivery. + Experience in financial services including pre and post trade activities with sound understanding of financial markets, including the regulatory… more
- HSBC (New York, NY)
- …focused solutions for corporate and institutional clients across credit, international trade , payments, markets, and corporate finance. It includes Credit and ... Lending, Global Payments Solutions (GPS), Global Trade Solutions (GTS), Markets and Securities Services... Solutions (GTS), Markets and Securities Services (MSS) and Investment Banking. CIB Audit team is responsible for covering… more
- HUB International (New York, NY)
- …supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Deputy Chief ... Compliance and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- Neuberger Berman (New York, NY)
- …investor commitments across our private equity fund of funds, secondary investments, co- investment and direct investment areas, including private credit. NB ... CPA required + Experience with credit related products, including loan settlement and trade reconciliations is a plus + Highly detail oriented and organized in work… more
- Janus Henderson Investors (New York, NY)
- …counterparties and vendors. Responsibilities include: Trading + Fund accounting, trade settlement, and booking/blotter management + Periodic (monthly or quarterly) ... or outflows, and the wire approval process + Establishing cash accounts and investment accounts for excess cash + Managing margin calls associated with hedging and… more
- JPMorgan Chase (New York, NY)
- …JPMorganChase, you will play a pivotal role in the seamless execution of trade activities, from order entry to settlement. While still developing, your expertise in ... + Execute daily trading operations efficiently, ensuring timely and accurate trade execution while collaborating with traders and team members to resolve… more
- JPMorgan Chase (New York, NY)
- …JPMorganChase, you will play a pivotal role in the seamless execution of trade activities, from order entry to settlement. Your growing expertise in market products ... of the Prime Finance Services (PFS) organization. SBL undertakes various trade structures ranging from short coverage, financing, conduit lending, dividend yield… more
- Scotiabank (New York, NY)
- …profile of transactions. Partner with Equity Capital Markets and Corporate and Investment Banking to find opportunities to present structured derivative solutions to ... the Bank's Corporate clients. Work with legal/tax/compliance to review non-standard trade documents, articulate exotic structures to different risk groups and… more