• Client Reporting Associate

    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
    Principal Financial Group (08/21/24)
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  • Client Reporting & Analytics,…

    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 (10/26/24)
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  • Quantitative Client Reporting

    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
    Neuberger Berman (10/23/24)
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  • Manager, Client Reporting

    Publicis Groupe (New York, NY)
    …of One." **Overview** Financial business partner to Publicis Agencies client teams reporting to the Director Client Reporting . Independently driving ... business trajectory in order to make business decisions. **Responsibilities** Client Reporting + Work closely with ...as well as plans for rolling forecasts + Assist Associate Director/Director in the development of revenue targets for… more
    Publicis Groupe (11/05/24)
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  • Senior Associate Accountant- Fund…

    Principal Financial Group (New York, NY)
    **What You'll Do** We're looking for a Senior Associate to join our Fund Administration, Tax & Oversight team. In this role, you'll be responsible for ... oversight/preparation financial reporting activities prepared by third-party service provider including semi-annual/annual...Bloomberg) + Success in this position requires a strong client service orientation, the ability to work under pressure… more
    Principal Financial Group (11/02/24)
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  • Regulatory Reporting Specialist…

    SMBC (Jersey City, NJ)
    …Description** SMBC is seeking a self-motivated and diligent professional for the associate position within the Controllers - Regulatory Reporting Analysis Group. ... 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
    SMBC (11/01/24)
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  • Trade Reporting Associate

    SMBC (Jersey City, NJ)
    …futures & options, currency futures, treasury futures & options, etc. The Regulatory Trade Reporting team is looking to hire an associate to be responsible for ... 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
    SMBC (11/05/24)
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  • Finance Regulatory Reporting

    SMBC (Jersey City, NJ)
    …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... the implementation of an effective financial reconciliation report across multiple reporting entities. The role will interact with various business areas,… more
    SMBC (11/06/24)
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  • Client Relationship Associate II…

    TD Bank (New York, NY)
    …on challenging client deliverables + Coordinate collection of data and reporting for client request + Coordinates and facilitates meetings with internal ... specific details for this role. **Job Description:** A Relationship Manager Associate (RMA) within the Global Institutional Relationship Management team supports all… more
    TD Bank (11/06/24)
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  • Sr. Associate , Client Care

    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
    CBRE (09/10/24)
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  • Client Onboarding & Due Diligence…

    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 (10/23/24)
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  • Finance Regulatory Reporting

    SMBC (Jersey City, NJ)
    …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... an effective exception management process for SMBC Americas Holding's Regulatory Reporting . The role will interact with various business areas, understanding process… more
    SMBC (11/06/24)
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  • Associate I - Prime Client

    JPMorgan Chase (Jersey City, NJ)
    …not limited to, trade bookings, settlement exceptions, documentation, audits, technology, and client reporting . You will also provide support for clients trading ... and manage improvement operations. As a Prime Clients Operations Associate I within our Prime Brokerage team, you will...end of day batch Process ensuring timely and accurate client reporting * Monitoring daily work flow… more
    JPMorgan Chase (11/01/24)
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  • Senior Associate , Client Operations

    Publicis Groupe (New York, NY)
    …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a growing ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate Director and… more
    Publicis Groupe (11/05/24)
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  • Prospect Management and Client Coverage…

    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
    Morgan Stanley (09/19/24)
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  • Asset Management- Alternatives Client

    JPMorgan Chase (New York, NY)
    …services including trusts and estates, loans, mortgages and deposits. As a Client Account Manager you will be responsible for delivering exceptional client ... Sales and Investment Specialists to form a dedicated service team for each assigned client . You will work with our Head of Institutional Client Account… more
    JPMorgan Chase (11/09/24)
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  • Client Partnerships Associate

    Publicis Groupe (New York, NY)
    …In an industry with much uncharted territory, trust a steady hand. **Overview** As a Client Partnerships Associate , you will be a vital team player to your CJ ... advertisers. You will be responsible for supporting digital marketing strategies with reporting and insights that will help to determine how to enhance marketing… more
    Publicis Groupe (11/05/24)
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  • Licensed Client Service Associate

    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
    Citigroup (09/28/24)
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  • Manager, Sustainability Reporting

    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
    KPMG (09/25/24)
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  • Business Platform Transformation s/4hana Pre-Sales…

    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
    Robert Half (08/27/24)
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