- Citigroup (Getzville, NY)
- The Client Onboarding Sr . Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... issues with transparency. **Qualifications:** + 5-8 years of prior operations management/ client onboarding experience + Strong communication skills both written… 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
- KeyBank (Tarrytown, 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
- Deloitte (New York, NY)
- …execution, we partner with clients to streamline trade lifecycle management, enhance client onboarding , transform pricing and risk analytics, and improve ... Senior Consultant - Capital Markets Operations and Technology...you will have opportunities to: + Serve as primary client contact or workstream lead on complex projects, liaise… more
- MUFG (New York, NY)
- …Marketing: create LinkedIn posts, master slides, one-pagers, etc. + Assist with client onboarding - KYC, profitability/returns approvals, etc. + Support ... client slides such as (competitive liquidity analysis, capital alternatives & recommendations, and syndication overview) + Salesforce timeliness and accuracy… more
- Amazon (New York, NY)
- …If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying. Why AWS? Amazon Web ... presentation, and negotiation skills - Ability to build and maintain C-level client relationships - Financial acumen with the ability to analyze and report… more
- JPMorgan Chase (Brooklyn, NY)
- …Team within the Transfer Agency Department as a Senior Associate. As an AML/KYC Senior Associate within our Alternative Funds Team, you will act as a member ... JPMorgan Group requirements. **Job responsibilities** + Assist with cyclical reviews and Onboarding of all Investor accounts on the Transfer Agency systems including… more
- City National Bank (New York, NY)
- * CLIENT SUCCESS SENIOR MANAGER AGILLINK* WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the ... client relationship after the sale. This will include consultation, planning, onboarding and execution to ensure the client achieves full operational value… more
- Bank of America (New York, NY)
- …to learn, grow, and make an impact. Join us! **Job Description:** Acts as the senior product representative on a client team and is solely responsible for all ... Senior Product Specialist - Private Equity and Real...Estate, Infrastructure, Special Situations and Energy Transition within its Alternative Investments platform for various client demographics.… more