- Coldstream Wealth Management (Portland, OR)
- …team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. Specific ... Located in Portland, the team is looking for a Sr . CSA. The Client Service Associate Role...responsibilities include: + Prepare and process documentation related to client onboarding and maintenance: + Open brokerage… more
- T. Rowe Price (Owings Mills, MD)
- …to you . About this Position We are seeking a highly motivated and detail-oriented Senior Analyst for Alternative Investments to join our dynamic team. This role ... our service model and workflow. Role Summary As a Senior Analyst for Alternative Investments, you will...responsible for liaising with our Transfer Agent, coordinating the onboarding of new intermediaries and service providers, and resolving… more
- JPMorgan Chase (Newark, DE)
- …you will leverage your expertise in fund operations, client onboarding , and process optimization to support complex alternative investment transactions ... ensure accurate mark-to-market, NAV, Waterfall, and IRR calculations. + Lead client onboarding processes, including KYC/AML checks, subscription documentation,… more
- JPMorgan Chase (Boston, MA)
- …maintain knowledge of client base and industry standards, serve as senior client escalation, assist with training initiatives, lead special projects, and ... and communicate with clients most effectively + Serve as senior client escalation; anticipate and proactively communicate...plans. + Lead and work on special projects, new client /fund onboarding & internal investment initiatives +… more
- Neuberger Berman (New York, NY)
- The Alternatives Business Enablement and Operations team will provide critical support in executing the operational strategy for Neuberger Berman's Alternatives ... optimization, and cross-functional coordination, contributing to the delivery of high-quality client and operational outcomes. This role is ideal for a… more
- BlackRock (Wilmington, DE)
- …management and credit facility meetings with senior team members within the Alternatives platform. + Engage in new product onboarding with Product Oversight ... strive to engage our employees in our collective success. **Team Overview** The Alternative Fund Controllers team is a vital component of the Global Alternative… more
- KeyBank (New York, NY)
- …of the bank and to provide well-coordinated estate, tax, and financial planning alternatives to meet client 's needs. + Facilitate the estate, tax, and ... Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities… more
- Bloomberg (New York, NY)
- …fund managers, administrators, and custodians managing semi-liquid fund structures + Lead client onboarding and data integration for US semi-liquid products, ... Senior Technical Account Manager - Semi-Liquid Funds Location...enhance our systems, products, and processes. **Our Team** The Alternative Investment Funds team supports Bloomberg's suite of private… more
- Black & Veatch (Oklahoma City, OK)
- **Conveyance Practice Leader and Sr . Project Manager** Date: Nov 14, 2025 Location: OK, US Company: Black & Veatch Family of Companies **Together, we own our ... & Veatch has an exciting opportunity for a Conveyance Practice Lead / Senior Project Manager focused on water and wastewater projects and programs in Tulsa.**… more
- T. Rowe Price (Baltimore, MD)
- …Fixed Income, Derivatives, and Bank Loan Trades including margin services and onboarding support. + Distribution and Funding - Supporting our private equity ... trade support expertise, and knowledge of the broader industry environment and client account trends to optimize operations and lead/execute changes in processes,… more