- JPMorgan Chase (New York, NY)
- …ownership of ongoing reporting and analytical needs. **Job Responsibilities:** - Provide Investor Support and be at the forefront of promoting technological ... abreast of investment and strategy modeling needs that may necessitate system support . - Oversee the tasks of the Data Management team, assuming responsibility… more
- Broadridge Financial Solutions (Edgewood, NY)
- …triggered and a determination is required to release, reject, or escalate. + Support Investor Communication Solutions New and Emerging product audits and reviews ... + Support Investor Communication Solutions with Security Incidents monitoring potential PII exposure + Support Investor Communication Solutions with the… more
- SMBC (New York, NY)
- …of ABCP program + Daily maturity limit and compliance monitoring for ABCP program + Support investor marketing efforts and respond to investor inquiries + ... reporting to relevant internal and external parties, and assisting in investor marketing. Coordinating reports to relevant third parties including investors,… more
- Finn Partners (New York, NY)
- … investor and analyst target lists + Providing general administrative support to accounts including calendar management, investor database development, ... for an Associate Vice President role for our Healthcare Investor Relations team. Qualified candidates for this position will...for this position will have 3+ years of prior investor relations or financial communications work history. Experience in… more
- OTC Markets Group Inc (New York, NY)
- …Markets Group Inc., operator of premier US financial marketplaces, is seeking an AVP, Investor Access, to join our Sales team. This role will engage directly with ... business leaders and external stakeholders on products, virtual investor conferences, and relationship management. Please note OTC Markets is currently operating in… more
- JPMorgan Chase (New York, NY)
- …allocation and markets insights, using the Portuguese language to communicate with clients. Support sales efforts made by senior investors. Assist bankers to win new ... in the job offered or as AWM Program Associate - PC Investor , Banker/ Investor /Financial Analyst, Consultant (Finance), or related occupation. Skills Required:… more
- Harbor Group Management (New York, NY)
- …Executive Committee and Asset Management Meeting reporting activities and related Q&A. + Support quarterly investor reporting activities and assist with Q&A with ... the direction of the AVP, Asset Management and provide analytical and administrative support for a variety of asset management functions across the company's real… more
- Bank of America (New York, NY)
- …access to management teams through Non Deal Roadshows, Field Trips and Investor Conferences and support of analyst marketing. **Responsibilities:** + Interface ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- Wellington (New York, NY)
- …* Contribute to the global macro and broader firm investment dialogue and debate * Support our investor relations and client groups to further grow assets and ... be a long-term career opportunity that would allow and support a PM to take sufficient risk to make...investment platform is built on a philosophy that each investor is independently responsible for meeting their individual alpha… more
- S&P Global (New York, NY)
- …collateral analysis, transaction document analysis, external thought leadership, and issuer and investor outreach in support of new issue ratings and ... surveillance of CMBS transactions. The Senior Analyst will conduct property-level and transaction-level analysis as it pertains to our published CMBS criteria, and act as a primary rating analyst leading transactions through the rating process. The Senior… more
- CBRE (New York, NY)
- …+ Complete, support , and review RFP/RFI/DDQ responses process + Respond to Investor /Prospect ad hoc requests + Support and prepare for due diligence meetings ... more than 30 offices and 20 countries around the world. Through its investor -operator culture, the firm seeks to deliver sustainable investment solutions across real… more
- Tradeweb (New York, NY)
- …quarterly earnings investor call script, 8-K's for significant transactions and support with other external investor communications + Assist with the ... earnings releases and assist in the preparation of various other Investor Relations documents (ie earnings presentations, investor presentations, monthly… more
- Morgan Stanley (Purchase, NY)
- …services, including daily accounting and financial reporting; transfer agency and investor services; middle and back-office support ; and integrated portfolio ... accordance with GAAP *Performing monthly master-feeder accounting allocations *Preparing/reviewing investor allocations *Preparing/reviewing accounting journal entries related to standard… more
- Morgan Stanley (New York, NY)
- …including NAV accounting and financial reporting; tax reporting, transfer agency and investor services; middle and back-office support ; and integrated portfolio ... o Review layering and aggregate tax allocations. o Review investor revaluation accounts for aggregate allocations. o Review data...book to tax reconciliation. o Coordinate for issuance of investor tax estimate letters. . Review annual K-1 working… more
- CBRE (New York, NY)
- …Client Solutions product captains and other internal teams. + Facilitate, complete, support , review and sign-off on RFP/RFI/DDQ/ investor ad hoc request ... is seeking a seasoned Client Care Senior Associate to support capital raising efforts and client service for its...Client Solutions team (also known as Client Relations or Investor Relations in other firms), centralizes investor … more
- Carrington (Old Greenwich, CT)
- …and timely/accurate delivery of posting instructions for payoff, reinstatement, Investor /Insurer claim settlement funds and third party sale, REO proceeds. ... with unapplied E, L and M bucket funds, vendor refunds and Investor /Insurer demands. Validation of non-recoverable expense submissions. Perform all duties in… more
- Neuberger Berman (New York, NY)
- …rapidly growing group within Neuberger Berman with over $90 billion of investor commitments across our private equity fund of funds, secondary investments, ... the Fund Administrator responsible for the preparation of the investor reporting process including quarterly investor statements,...mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats… more
- Neuberger Berman (New York, NY)
- …rapidly growing group within Neuberger Berman with over $120 billion of investor commitments across our private equity fund of funds, secondary investments, ... the Fund Administrator responsible for the preparation of the investor reporting process including quarterly investor statements,...mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats… more
- JPMorgan Chase (New York, NY)
- …clients navigate the breadth of the JP Morgan's product offerings across Markets and Investor Services. The Sales teams you support focus on matching the firm's ... and Americas Sales and Marketing Business Manager, you will provide support to the business, driving strategic initiatives, business analysis, process improvement,… more
- Hold Brothers (New York, NY)
- …Schedule of Income (SSOI), Form Custody., Brokerage Statement Analysis, Securities Investor Protection Corporation (SIPC), Annual Audit Support , FINRA ... requirements are met + Work with the CFO to provide relevant support to facilitate financial information analyses, reports, and recommendations + Ensuring accurate… more