- SMBC (New York, NY)
- …and regulatory compliance framework in partnership with Compliance colleagues, and educate the internal client base (ranging from junior staff to senior ... law firm advising SEC-registered investment advisers, with a focus on institutional asset management . + Deep expertise in SEC compliance, fiduciary standards,… more
- IPG Mediabrands (New York, NY)
- …on a high-profile pharmaceutical account. Reporting to the Group Director of Client Operations, this role oversees day-to-day project management , process design, ... teams, while managing junior team members. As the central liaison between client teams, internal departments, and platform partners (including Asana, MediaTools… more
- IPG Mediabrands (New York, NY)
- …and Experience Experience in Operations, Media Buying, Creative and/or Project Management Excellent communication and collaboration skills with internal and ... Learn more at www.ipgmediabrands.com. Position Overview We are seeking an experienced Client Operations Manager to add to our end-to-end Operations team. The person… more
- Tradeweb (New York, NY)
- …markets. As financial markets become increasingly interconnected, our technology enables efficient, multi- asset trading on a global scale. We serve more than 3,000 ... more than 85 countries, including many of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration… more
- Neuberger Berman (New York, NY)
- **Business Overview:** The Private Wealth Product Management team is newly established to serve as the backbone for operational excellence across Private Wealth ... Private Wealth products and programs to life. You will own client -facing agreements and product related documentation, coordinate cross-functional tasks, and ensure… more
- Neuberger Berman (New York, NY)
- …enterprise software or data/AI-enabled solutions. + Financial services background required; asset management experience strongly preferred. + Proven ability to ... our global platform. We seek a Lead Technologist - AI Product Management within the Technology organization. This leader will translate high-impact concepts into… more
- Principal Financial Group (New York, NY)
- …and customer focus have made us a trusted leader for more than 140 years! Principal Asset Management offers global asset management expertise across a ... Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) **Investment Code of Ethics** For Principal Asset Management positions, you'll need to follow… more
- Neuberger Berman (New York, NY)
- …experience in alternatives operations, investment operations, or a related field within asset management or financial services. + Experience with process ... optimization, and cross-functional coordination, contributing to the delivery of high-quality client and operational outcomes. This role is ideal for a… more
- HSBC (New York, NY)
- …arrangements and internal controls are in place, including processes for management of operational risk, in accordance with Company and regulatory standards + ... planet we all share. The primary role of Global Internal Audit (GIA) is to help the Board and...Audit (GIA) is to help the Board and Executive Management to protect the assets, reputation, and sustainability of… more
- EisnerAmper (Iselin, NJ)
- …which may include maintaining the general ledger, AP, AR, and treasury management Research and recommend solutions around complex regulatory, accounting, or tax ... and make suggestions for tax planning opportunities Oversee assigned client engagements managing scope and client satisfaction...tax issues and general business trends in the digital asset industry May be required to occasionally work extended… more
- Neuberger Berman (New York, NY)
- …**:** + Bachelor degree required; MBA and/or CFA a plus + 7+ years in asset management with direct SMA Product Management /Product Specialist experience + ... managers and acts as a liaison between the portfolio management team and both internal and external...Morningstar, Cerulli, Zephyr, Perform, Broadridge) + Strong knowledge of asset management industry trends and developments +… more
- Spectraforce Technologies (New York, NY)
- …all parts of the firm to deliver banking, sales and trading , and asset management capabilities to clients around the world. In addition, Operations provides ... the team to mitigate risks and enhance the overall client experience. Our Impact Operations is a dynamic, multi-faceted...essential risk management and control to preserve and enhance the firm's… more
- EisnerAmper (Iselin, NJ)
- …deadlines and priorities to deliver high-quality client deliverables Support fixed asset and debt management processes Collaborate with offshore teams to ... experience of CAM reconciliations and property/lease setup in Yardi Experience with fixed asset and debt management Strong analytical skills and ability to… more
- Capital Group (New York, NY)
- …the Capital System TM. Drive Innovation & Collaboration - Partner with business management teams, client group, and technology teams to develop tools, ... measurement and analysis at Capital Group, globally and across asset classes. RAM plays a pivotal role in supporting...a pivotal role in supporting investment results and risk management processes and shaping the use of risk analytics… more
- SMBC (New York, NY)
- …experience in lender finance. + Proven track record of establishing and maintaining strong client relationships in the asset management sector. + Extensive ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Cathay Bank - Headquarters (New York, NY)
- …Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold. ... and success. We believe people are our most valuable asset and we proudly foster growth and development empowering...audit and regulatory standards. ESSENTIAL FUNCTIONS Pro-actively develops a client base to which appropriate wealth management … more
- Neuberger Berman (New York, NY)
- …or related major preferred + 0-2 years of experience, preferably at an asset management firm + Excellent time- management , planning and organizational ... an analyst to support content relating to equity, fixed income and multi- asset strategies. The ideal candidate has a strong desire to collaborate effectively,… more
- HSBC (New York, NY)
- …+ Develop market-level distribution strategies and framework, partnering with Strategic Client Origination teams to maximise distribution activities in sites and ... identify new opportunities dependent on key client /portfolio objectives + Increase existing and expand distribution product...distribution product landscape and market appetite - target new asset classes and support the front line teams to… more
- Neuberger Berman (New York, NY)
- …the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our client ... essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will be the... wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and… more
- Tradeweb (New York, NY)
- …markets. As financial markets become increasingly interconnected, our technology enables efficient, multi- asset trading on a global scale. We serve more than 3,000 ... more than 85 countries, including many of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration… more
