• Client Service Analyst

    Neuberger Berman (New York, NY)
    …management team, negotiate Investment Management Agreements. Assist with onboarding new client accounts including asset transfers ( tax lot, etc.), legal ... **Summary** The Client Service Analyst will work directly with 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
    Neuberger Berman (05/09/24)
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  • Director, Institutional Client Investment…

    Morgan Stanley (Alpharetta, GA)
    …office the remaining days of the week. ABOUT*The Role** The Institutional Client Investment and Fund Accounting team provides accurate and timely portfolio ... and accurate portfolio data for both internal and external consumers - Ensure private placement Audited Financial Statements and Investor K-1s are delivered to all… more
    Morgan Stanley (05/20/24)
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  • Manager , SALT Asset Management

    KPMG (Mclean, VA)
    …future, and what we stand for as a firm KPMG is currently seeking a Manager to join our State and Local Tax (SALT) (https:// tax .kpmg.us/services/state-local- ... **Business Title:** Manager , SALT Asset Management **Requisition Number:** 107267 -...tax calculations and information presented on state income tax returns + Build and manage client more
    KPMG (04/16/24)
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  • Client Service Associate

    Banco Popular Puerto Rico (San Juan, PR)
    …are in order, work with FMAX exception reports and alerts. Use the research and manager solutions to further provide information for client meetings. + Open new ... May 21, 2024 Location: San Juan, PR Company: Popular Workplace Type: On-site Client Service Associate AtPopular,we offer a wide variety of services and financial… more
    Banco Popular Puerto Rico (06/01/24)
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  • Executive Compensation Senior Manager

    Deloitte (Jericho, NY)
    …initiatives across a global business platform, the Global Employer Services (GES) business in Deloitte Tax wants to talk to you. The time is now for you to fulfill ... this role ends on 5/31/2025 Work You'll do Project, client , and team management + Lead client ...and external presentation Other + Participate in IPOs, and private equity and corporate M&A transactions + Potential to… more
    Deloitte (05/15/24)
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  • Manager , Economic & Valuations - Credit…

    KPMG (New York, NY)
    **Business Title:** Manager , Economic & Valuations - Credit Valuations **Requisition Number:** 111239 - 68 **Function:** Tax Services **Area of Interest:** ... or complex financial instruments for mergers and acquisitions, financial reporting, tax and other regulatory standards. Our engagements include providing pre and… more
    KPMG (06/01/24)
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  • Associate Banker Senior Manager

    Citigroup (Miami, FL)
    …to Citigroup's Employee Referral Program. Wage Range: $146,000 to $146,000 Job Family Group: Private Client Coverage Job Family: Private Banker Support Job ... Senior Manager for its Miami, Florida location. Duties: Deepen client relationships and promote Citi's unique wealth management products and services developed… more
    Citigroup (04/16/24)
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  • Sr. Manager , Wealth Advisor- Schwab Wealth…

    Charles Schwab (San Diego, CA)
    …successful environment for outstanding financial rewards, consider a career as a **_Private Client Advisor_** with Schwab Private Client Investment Advisory. ... Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Tax , Trust,...generation, risk mitigation, and liquidity needs. As a **_Senior Manager , Schwab Wealth Advisor_** , you will work with… more
    Charles Schwab (05/19/24)
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  • Event Sales Manager

    Sage Hospitality Group (Portland, OR)
    …operators driven to anticipate needs and exceed expectations. **Job Overview** As a ** Private Dining Sales & Event Manager ,** you will be responsible for ... the Nines, A Luxury Collection Hotel, Portland is seeking an **Event Sales Manager ** to join their renowned team working with both Departure Restaurant + Lounge… more
    Sage Hospitality Group (04/04/24)
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  • Fund Accounting Manager

    Randstad US (San Francisco, CA)
    …summary: Fund Accounting Manager Currently working with a growth multi-billion dollar private equity real estate fund that is growing and looking for a Fund ... 9 to 5 education: Bachelor's degree experience: 6 Years responsibilities: FUND ACCOUNTING MANAGER JOB DESCRIPTION Our client is looking for a Fund Accounting… more
    Randstad US (05/14/24)
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