- Wellington (Boston, MA)
- …and executing sales plans to promote Wellington private equity, credit and hedge fund strategies + Lead and execute calling campaigns to introduce products, ... and follow up on leads to ensure a robust sales pipeline growth + Build and maintain strong relationships...years of experience in financial services, preferably in a sales support or internal wholesaling role. + Ability to… more
- Neuberger Berman (New York, NY)
- …across US financial intermediaries.Coordination among NB internal constituencies of the Fund , including the Private Markets Investment Team, Sales Management, ... is seeking an Alternatives Specialist to join the North American Intermediary Sales team in the New York office. **Responsibilities** + Support of Alternatives… more
- Neuberger Berman (New York, NY)
- …requires close collaboration with Private Wealth leadership team, Payroll, Fund Admin, Legal, Operations, Technology, among others. **Key Responsibilities:** ... + 8-12 years of experience in accounting, financial reporting, client billing, sales compensation, or financial analysis, preferably within private wealth or asset… more
- JPMorgan Chase (New York, NY)
- …role, you will have the opportunity to work directly with quantitative systematic hedge fund clients. You will be responsible to deliver customized electronic ... quantitative strategies, in close collaboration with JPM's prime brokerage coverage and sales desks. Our electronic trading products are fully integrated with the… more
- Neuberger Berman (New York, NY)
- …and management reporting software such as SAP, Workiva, OneStream + Knowledge of fund industry accounting and impacts to financial reporting (40 Act Funds, Private ... seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective… more
- Neuberger Berman (New York, NY)
- …variety of projects + Becoming familiar with and communicating details around fund products and strategies including portfolio and investment level information + ... seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective… more
- Bank of America (St. Louis, MO)
- …complex, custom loan products (marketable securities, commercial real estate, fine art, hedge fund , yacht, unsecured and subscription finance) * Synthesize ... sustaining a value-driven relationship with business partners *Collaborate with Sales , Risk, Operations, and Portfolio Management to execute underwriting approval… more
- Deloitte (Midland, MI)
- …by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater impact ... wide variety of industries, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic… more
- Deloitte (Philadelphia, PA)
- …by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater impact ... income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax… more
- Broadridge Financial Solutions (New York, NY)
- …and risk management solution across a wide range of asset classes to our hedge fund and traditional asset management clients. This roles covers the entire ... introduce and market new products by developing time-integrated plans with sales , advertising, and production. Determines product pricing and completes operational… more