- Comerica (Palo Alto, CA)
- Relationship Manager , Equity Fund Services The Relationship Manager role will be responsible for new business development, portfolio management ... and underwriting to support the needs of the group. This role will focus on private equity firms from $30MM to over $35BN in assets over management in the US and… more
- US Bank (Boston, MA)
- …candidates who have "Business Development Company and/or "Registered Closed End fund experience." In today's complex and dynamic environment, clients expect to ... be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. USBFS' Relationship Managers are viewed… more
- Grant Thornton (Dallas, TX)
- As an integral member of the Accounting Advisory and Fund Accounting Team, the Fund Accounting Manager will be responsible for overseeing the Fund 's NAV ... external audit process, as well as the treasury function. Fund structures could include but not limited to hedge...could include but not limited to hedge funds, private equity funds, private debt funds, and real estate funds.… more
- K1 (Manhattan Beach, CA)
- …functions for the firm located in Manhattan Beach, CA. The ideal Fund Accountant possesses the competence and expertise necessary to skillfully navigate client, ... effectively with consultants and clients. Key Responsibilities: + Assist in relationship management with internal and external resources such as internal deal… more
- JPMorgan Chase (Boston, MA)
- …results for clients. As a Financial Reporting Associate II within the Global Fund Services team, you will be accountable for building effective relationships with ... a team. You will be responsible for identifying complex fund issues and managing the delivery of services to...in internal and external audits + Build effective working relationship with client, act as liaison between client and… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management, a leading global alternatives manager , offers innovative solutions backed by vast resources and robust governance. We provide customized ... portfolios tailored to client needs, spanning real estate, private equity , credit, and more. Our Real Estate America's (REA)...and US GAAP. + Work directly with the Portfolio Manager to address investor questions, strategy, liquidity, and ad… more
- Wellington (Boston, MA)
- …processes and procedures as appropriate. **Qualifications** The Relationship Manager will have: . Significant experience supporting fund distribution ... full breadth of business channels and markets covered in the Americas. The Relationship Manager will work closely with internal stakeholders and be accountable… more
- Bank of America (New York, NY)
- Sr Relationship Manager II - Global Markets Client Onboarding New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to ... account management for Institutional clients across various Fixed Income and Equity products within Global Markets. This requisite requires someone with Client… more
- UMB Bank (Kansas City, MO)
- , a division of UMB Bank na As the **Institutional OCIO Relationship Manager II** , you will serve as the relationship manager within the Investment ... in Salesforce CRM software. **Bonus points if:** + Knowledge of private equity products and legal structures. + Experience with Institutional products and services… more
- Enverus (Houston, TX)
- …SaaS level solutions and services - preferably with experience in Investment Banking, Hedge Fund , Private Equity or Financial Analysis + Minimum of a Bachelor's ... Customer Success Manager - Financial Services Overview The Customer Success...tackle specific and programmatic issues is essential to performance. Relationship building across all tiers of the company and… more