- Morgan Stanley (New York, NY)
- …and Bangalore. The Portfolio Analytics group within Morgan Stanley Fund Services focuses on helping clients analyze, understand and report Investment ... risk and performance of client's portfolios, and provide consultative service to analytics problems spanning from different...(M/F/Disability/Vet). **Job:** ** Fund Services * **Title:** * Fund Services - Portfolio Analytics… more
- Principal Financial Group (New York, NY)
- …writing and communicating insightful and succinct fund commentaries. + Run portfolio construction analytics and perform research to support portfolio ... **What You'll Do** We're looking for a Portfolio Analyst to join our Principal Asset Allocation's...meetings and discussions. Operating at the intersection of financial services and technology, Principal builds financial tools that help… more
- Morgan Stanley (Purchase, NY)
- …transfer agency and investor services ; middle and back-office support; and integrated portfolio analytics . Morgan Stanley Fund Services is supported ... personal lifestyles, perspectives and needs is an important part of our culture. * Fund Services * This wholly owned subsidiary of Morgan Stanley administers over… more
- US Bank (Hackensack, NJ)
- …marketing budgets), short- and long-term outcomes and business value of product portfolio including connection to roadmap, Objectives and Key Results, and strategic ... product strategy, manage performance, and optimize execution. **MARKETING AND ANALYTICS ** .With marketing, defines and influences multi-channel marketing strategy,… more
- S&P Global (New York, NY)
- …and Impact:** Seeking a proven and experienced individual to expand our portfolio of Alternative Investment Fund (AIF) ratings (NAV, Subline, Feeder ... **Responsibilities:** + Co-create a sales strategy to broaden S&P's AIFs portfolio across North America + Identify upsell opportunities through insight-based sales… more
- Neuberger Berman (New York, NY)
- …strategies with requisite depth to be able to produce strategy specific portfolio analytics , such as performance attribution and fundamental characteristics. ... materials, including institutional client reports, market related exhibits and commentary, portfolio and product analytics for pitch books, factsheets and… more
- CBRE (New York, NY)
- …in close partnership with senior business stakeholders, including heads of businesses, fund managers, operations leads and client services personnel's. This ... D&T Analytics Engineering Engagement Manager Job ID 179089 Posted 13-Sep-2024 Service line REI Segment Role type Full-time Areas of Interest Digital &… more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Insurance Fund , State Title Portfolio Implementation Manager Occupational Category Other Professional Careers Salary Grade NS Bargaining Unit ... scope and technically difficult.* Strong consultative skills ranging from analytics , strategy development, influencing, facilitation and consensus building.* Dynamic… more
- JPMorgan Chase (Brooklyn, NY)
- …and challenging area? This is a unique opportunity for you to work in the Portfolio Analysis Group (PAG) to partner with the Business. As a Portfolio & ... as the regional point of contact for business stakeholders, including portfolio managers, investment specialists, and client reporting teams. Your coverage will… more
- Deloitte (New York, NY)
- Financial Services Investment Operations Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio ... structural change management, technology and process transformations, or risk management services . The industry knowledge and experience which candidates bring will… more
- Deloitte (New York, NY)
- …portfolio of enterprise-class, proprietary applications to advise leading financial services organizations on process, data analytics , technology, and ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront...as meeting with prospective clients and demonstrating our technology portfolio , and + Manage the operations and economics of… more
- Citigroup (New York, NY)
- …Services provides global institutional clients a wide range of solutions, including custody, fund services , execution services and issuer services . ... Citi Services is one of Citi's five interconnected businesses...capital calculation in order to make recommendations + Understand portfolio risk management aggregation principles and techniques to separate… more
- Deloitte (New York, NY)
- …Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design and implementation of business strategies ... Deloitte Risk and Financial Advisory provides industry-leading expertise, professional advisory services , and technology solutions to a range of clients. Our… more
- Neuberger Berman (New York, NY)
- …with over $100 billion of investor commitments across our private equity fund of funds, secondary investments, co-investment and direct investment areas. The ... business Funds, Mandates and Separate Accounts. **Responsibilities:** + Calculation of Fund , Separate Account and Mandate performance across the Private Equity… more
- Morgan Stanley (New York, NY)
- …Platforms supporting Investment Management Operations: eg Regulatory/Transaction Reporting, Equity/FID Portfolio Services , Client Onboarding, Fund ... the status quo. This is a Vice President level position within Change, Analytics & Strategy, which is responsible for developing operating and technology strategies,… more
- Marex (New York, NY)
- …voice and DMA, plus award-winning data, insights and analytics . The Prime Services department is a full- service Prime Broker providing services to ... risk methodologies. + Evaluate new business opportunities based on portfolio risk, strategy, client creditworthiness, return metrics, etc. +...Services to affect change and grow our Prime Service division. + Must be able to multi-task and… more
- City National Bank (New York, NY)
- **CREDIT OFFICER II, Fund Finance Team:** **_Hybrid Work Schedule, Charlotte, NC., Los Angeles, CA., NYC, NY., San Francisco, CA._** **WHAT IS THE OPPORTUNITY?** ... the capital call and subscription lending group within the Fund Finance Team. Analyzes prospective loan transactions and credit...rating is correct and supported; and the data and analytics used to support the decision are accurate and… more
- Marex (New York, NY)
- Diversified. Resilient. Dynamic. Marex is a global financial services platform, providing essential liquidity, market access and infrastructure services to ... Group provides comprehensive breadth and depth of coverage across four core services : Market Making, Clearing, Hedging and Investment Solutions and Agency and… more
- JPMorgan Chase (New York, NY)
- …relevant to new and existing defined contribution and managed account products and services + Support Wealth Management's Portfolio Analysis Group (PAG), which ... calculates performance and generates related analytics for discretionary and brokerage investments + Conduct on-going...their application to ERISA plans and to the financial services industry as service provider, fiduciary and/or… more
- Liberty Utilities (Sea Cliff, NY)
- …of the business including utility operations, regulatory and pricing, customer service , procurement and all administrative levels * Providing analysis of information ... * Preparing quarterly cash flow statement and balance sheet analytics * Adhere to and maintain the financial results...Our rapid growth has led both our regulated utility services and renewable energy business groups into different geographies… more