- Wesleyan University (Middletown, CT)
- …and facilities. Reporting to the Director of Operations and Investments, the Investment Operations Specialist will work alongside an eight-person ... portfolio reporting, and document administration. Responsibilities Include: All aspects of investment operations , including: + Perform daily reconciliations of… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT OPERATIONS SPECIALIST LEAD* WHAT IS THE OPPORTUNITY? The Investment Ops Specialist Lead will support responsibilities assigned to the ... Trust Operations team. Position will serve as a liaison between...as a liaison between City National Bank and SEI Private Trust Company for such transactions as Corporate Actions,… more
- Neuberger Berman (Chicago, IL)
- …a finance or real estate background to join our legal team, supporting an investment team specializing in complex real estate private credit transactions. The ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager. From offices… more
- JPMorgan Chase (Columbus, OH)
- …monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 ... million client accounts within JP Morgan Private Bank and US Wealth Management. **Roles and Responsibilities:** + ** Investment Implementation Portfolio… more
- Bloomberg (New York, NY)
- Private Credit Market Specialist - Financial Solutions Location New York Business Area Sales and Client Service Ref # 10043079 **Description & Requirements** ... the information and tools they need to make critical investment decisions and remain connected across all sides of...alike. Our team comprises several key pillars: sales, service, operations , culture and brand. As a department, we are… more
- Amazon (New York, NY)
- …team to accelerate Generative AI outcomes across these companies? Join the Private Equity Business Development organization as Specialist for Generative AI ... AWS Sales and our partner ecosystem. - Ideate with Investment and Operating Partners at PE firms and Line...organizational level - 5+ years of experience as GenAI/ML Specialist , preferably with Private Equity customers Preferred… more
- Bank of America (New York, NY)
- …experience across alternative investments such as hedge funds, managed futures funds, private equity funds, and non-traded real estate investment trusts (REITs). ... Alternative Investment Business Development Executive New York, New York...drive innovative of new wealth management solutions. Ensures that operations are consistent in supporting the client strategy and… more
- Nuveen Investments (Minneapolis, MN)
- …Nuveen. For more information, please visit our website at www.winslowcapital.com. As the Trading Operations Specialist , you will be a key member of the ... management in large cap public equity and late stage private equity. Our firm has been investing in transformational...operations and investment teams supporting trade processes,… more
- Citigroup (Miami, FL)
- ** Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. Private Bankers are able to add value to clients...Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending +… more
- Citigroup (Miami, FL)
- **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. HNW Private Bankers are able to add value to clients...Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending +… more
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