- CIBC (New York, NY)
- …Client Service Associate /** ** Senior Client Service Associate ** , you will support Private Wealth relationship management efforts by delivering ... exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure… more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... the primary point of contact for all service related needs of a Private Banking client . This will entail working in a complex team-oriented and fast paced… more
- S&P Global (Dallas, TX)
- …across start‑up, growth, mature, and distressed stages globally. **Responsibilities & Impact:** The Private Market Valuation, Senior Associate will deliver a ... the provision of illiquid portfolio pricing valuation services, our Private Equity professionals assist clients in the post‑trade valuation...these client commitments. On a day‑to‑day basis, Senior Associate will work with Excel, Intex,… more
- S&P Global (New York, NY)
- …start-up, growth, mature and distressed spectra across the globe. **Responsibilities & Impact:** Senior Associate , Private Market Valuation will deliver a ... with provision of post-trade valuations for their alternative investment positions. Senior Associate will use valuation techniques and technology-enabled… more
- JPMorgan Chase (New York, NY)
- …team-based and include close collaboration with senior executives. As a US Private Bank Strategy Senior Associate within Asset and Wealth Management, ... We are looking for a talented Senior Associate to join the team!...Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management, which includes the US… more
- Dorsey & Whitney LLP (Dallas, TX)
- M&A ( Private Equity) Senior Associate or Of Counsel (#926) - Dallas Dorsey & Whitney LLP is seeking a Senior Associate or Of Counsel with private ... will have at least five years of experience advising private equity firms and their portfolio companies in a...to its clients' legal and business needs. Dorsey's diverse client base includes more than one-third of Fortune 100… more
- Grant Thornton (New York, NY)
- The Senior Associate will support complex valuation engagements across the alternative credit spectrum, with a primary focus on illiquid private credit ... RESPONSIBILITIES: + Perform independent valuation of alternative credit investments, including private loans ( senior , Unitranche, mezzanine, second lien) and… more
- Grant Thornton (Dallas, TX)
- As the Private Wealth Services Tax Senior Associate , you'll perform compliance services for complex tax returns and provide income, estate, and gift tax ... support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on...and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …on delivering a new suite of strategic reports and dashboards that support Private Client Group Management, its Divisional Directors and their related management ... teams. The associate will have extensive knowledge and skills obtained through...PowerPoint and ability to present findings and recommendations to senior leadership in a clear manner. + Experience defining… more
- JPMorgan Chase (Tempe, AZ)
- …a first-class experience to advisors, leadership and clients within JP Morgan's US Private Bank. The Diverse Wealth Strategies (DWS) Associate will partner with ... DWS verticals in strategy execution, tool implementation, and reporting thereby driving client acquisition and engagement. This individual will have a unique blend… more