- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Client Reporting Associate to join our Principal Asset Management Operations Reporting team. In this role, you'll ... the monthly/quarterly production of OCIO (Outsourced Chief Investment Officer) client reports in automated client reporting...and implementation of the client in the reporting system. + Assist the Associate Director… more
- Neuberger Berman (New York, NY)
- The Client Reporting & Analytics Associate will play an integral role in the Global Client Platform Group and will be directly aligned with Neuberger ... for pitch books, factsheets and portfolio review materials. The Associate will collaborate with Portfolio Management, Client ...and timely production of investment analytics packages + Complete client reporting and client specific… more
- Neuberger Berman (New York, NY)
- The candidate will play an integral role within the Quantitative Client Reporting & Portfolio Analytics team based in New York. This individual will be ... responsible for compiling portfolio and market specific materials, including institutional client reporting , bespoke institutional client exhibits, portfolio… more
- CBRE (New York, NY)
- Sr. Associate , Client Care Job ID 183837 Posted...service for its flagship US enhanced return fund series. Reporting directly to the Head of Client Care, ... The CBRE Investment Management Client Solutions team is seeking a seasoned Client Care Senior Associate to support capital raising efforts and client… more
- Morgan Stanley (New York, NY)
- We're seeking someone to join our team as an Associate in the Client Onboarding & Due Diligence Automation Team within the Firm's Wealth Management Operations ... to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position… more
- Morgan Stanley (New York, NY)
- …requests, resolving coverage conflicts as they arise, help create and maintain reporting for Sr. Leadership. The PMCC Associate / Assistant Vice President ... workforce (M/F/Disability/Vet **Job:** **Wealth Management* **Title:** *Prospect Management and Client Coverage Associate /AVP* **Location:** *New York-New York*… more
- Citigroup (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 2-5 years relevant… more
- Mizuho Corporate Bank (New York, NY)
- …and innovation to our processes and methods. Job Description: As a Client Tax Documentation Operations Analyst, you will be responsible for the verification ... for accurately processing requests for customer's tax profile on various client systems. Responsibilities: + Manage and review weekly/monthly reports to assure… more
- KPMG (New York, NY)
- **Business Title:** Manager, Sustainability Reporting **Requisition Number:** 117934 - 68 **Function:** Business Support Services **Area of Interest:** **State:** NY ... we are, join our team. KPMG is currently seeking a Manager, Sustainability Reporting to join our Finance & Accounting organization. Responsibilities: + Serve as the… more
- Robert Half (New York, NY)
- …that solution. Associate Directors have a solid understanding of their client 's business and demonstrate technical competence in their solution and industry. ... JOB REQUISITION Business Platform Transformation S/4HANA Pre-Sales Architect - Associate Director LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) JOB DESCRIPTION You… more
- Morgan Stanley (New York, NY)
- …President, and will be based in New York. *The Business Control Unit Associate will:* * Reporting Responsibilities:* * Participate in the development and ... WM's network includes approximately 15,000 Financial Advisors with total client assets of over $5 trillion. WM provides comprehensive...needs of WM clients. The US Banks seeks an Associate to join the First Line of Defense MSPBNA… more
- Synchrony (New York, NY)
- … client and technology partner integration support for the Health & Wellness platform. Reporting to the VP, Client Support Lead, the primary focus of the role ... with Health & Wellness Technology Program Management team on client requirements for monitoring and reporting to...new hire time in position requirement is met, the associate will have a minimum 6 months' time in… more
- ManpowerGroup (New York, NY)
- Our client in the financial industry is seeking a Location Strategy Associate to join their team. As a Location Strategy Associate , you will be part of the ... of information from multiple workstreams to ensure timely and accurate reporting of information and financial impacts across the platform. **Job Title:**… more
- Morgan Stanley (New York, NY)
- …to his/her demonstrated skills. *Primary Responsibilities: * * Trade break management and reporting for client executed trades * Process management for client ... collateral/margin and reporting queries * Building and maintaining excellent client relationships with the hedge fund clients as well as develop technical… more
- City of New York (New York, NY)
- …and reduces the front-line staff's workload. OCS is recruiting one (1) Principal Administrative Associate II to function as a RAR Client Advocate who will: - ... Description APPLICANTS MUST BE PERMANENT IN THE PRINCIPAL ADMINISTRATIVE ASSOCIATE CIVIL SERVICE TITLE The Office of Constituent Services...and assist with the next steps to process the client 's request, including real-time reporting of system… more
- Banc of California (New York, NY)
- …originations team prior to loan closing to prepare for the transfer of the new client loan account to the Associate + Ensure loans are performing by tracking ... employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Associate is expected to independently monitor the performance of assigned borrowers,… more
- Citigroup (New York, NY)
- The Investment Associate Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... and their families. + The role of the Investment Associate is to provide a wide variety of service...high level of support, including but not limited to client market and price updates, new account opening and… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , Functional Resource Management **Requisition Number:** 112745 - 68 **Function:** Tax Services **Area of Interest:** **State:** ... join our team. KPMG is currently seeking a Senior Associate , Functional Resource Management to join our Tax organization....RM system and tools to efficiently generate analysis and reporting of key RM data; own the data accuracy… more
- Morgan Stanley (New York, NY)
- *POSITION SUMMARY* The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of ... tailored reporting for new and existing clients. This role may...business plan to achieve desired results (ie, to increase client base, gross production, Portfolio Management assets, performance tracking,… more