- Comerica (Dallas, TX)
- Relationship Manager , Equity Fund Services The Relationship Manager role will be responsible for new business development, portfolio management ... and underwriting to support the needs of the group. This role will focus on private equity firms from $30MM to over $35BN in assets over management in the US and… more
- US Bank (Milwaukee, WI)
- … fund industry and their client's expectations and strategic goals. US Bancorp Fund Services (USBFS) Relationship Managers are viewed as trusted advisors and ... regulatory documents and tax forms. Manage challenging client relationships and/or fund structures. Participate and represent the Relationship Management… more
- JPMorgan Chase (Brooklyn, NY)
- …Job Responsibilities: + Provide a premier client service by building a strong relationship with the investment manager and any other third parties. + ... The Hedge fund services (HFS) business is a team which... Accounting, Investor Relations, Compliance, Internal Audit, Operations, Private Equity and Real Estate) ensuring a smooth transition of… more
- American Heart Association (Columbus, OH)
- …your career. We are currently hiring for a **Managing Director, Social Impact Fund . Location of the selected candidate is flexible provided the location allows for ... Impact Funds (including the Bernard J. Tyson Social Impact Fund and a set of related Funds - collectively...variety of organizations dedicated to improving and addressing health equity , health access, economic resilience, food insecurity and other… more
- Banc of California (Denver, CO)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... small business support, affordable housing, and more. **JOB SUMMARY:** The Client Manager is expected to independently monitor the performance of assigned borrowers,… more
- Banc of California (New York, NY)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... affordable housing, and more. **JOB SUMMARY:** The VP, Client Manager is responsible for owning all aspects of client...+ Take ownership of all aspects of the borrower relationship within the assigned portfolio. Retain quality clients through… more
- K1 (Manhattan Beach, CA)
- …functions for the firm located in Manhattan Beach, CA. The ideal Fund Accountant possesses the competence and expertise necessary to skillfully navigate client, ... effectively with consultants and clients. Key Responsibilities: + Assist in relationship management with internal and external resources such as internal deal… more
- Banc of California (Los Angeles, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... affordable housing, and more. **Job Summary** The SVP, Client Manager is a player / coach role managing a...experience, knowledge, skills, and abilities of the applicant, internal equity , and alignment with geographic/market data. Share job with… more
- US Bank (Minneapolis, MN)
- …Description** PFM Asset Management (PFMAM) is currently seeking an Institutional Sales and Relationship Manager to join with other team members in new business ... of shareholders for the Minnesota School District Liquid Asset Fund ("MSDLAF") and the Minnesota Association for Governments Investing...annual sales and asset growth goals. -Acts as a relationship manager for assigned client list and… more
- Bank of America (Pennington, NJ)
- Sr. Client Relationship Manager Pennington, New Jersey;Boston, Massachusetts; Jacksonville, Florida; Charlotte, North Carolina **Job Description:** At Bank of ... products and services. Operates autonomously. Seasoned individual contributor. The Sr. Client Relationship Manager (Sr. CRM), a Director level position, is… more
- Bloomberg (New York, NY)
- Content Relationship Manager - Private Markets **New York, NY** Posted Jun 24, 2024 - Requisition No. 126143 At Bloomberg, our products are fueled by powerful ... Pricing, Reference, and Alternative data. We are looking for a Content Relationship Manager passionate about developing and commercializing our strategic Private… more
- Bank of America (New York, NY)
- Sr Relationship Manager II - Global Markets Client Delivery & Onboarding Readiness New York, New York **Job Description:** At Bank of America, we are guided by a ... onboarding for Institutional clients across various Fixed Income and Equity products within Global Markets. To be successful in...in markets and/or onboarding + Extensive knowledge of asset manager , hedge fund , corporate client structures +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …team to support and drive their initiatives. + Mastering our client relationship management software, becoming the go-to expert for all client, intermediary, and ... new business pipeline and ensuring the accuracy of mutual fund and client account data in our management software....degree as a minimum requirement + Familiarity with public equity and fixed income investment strategies + Experience with… more
- Deloitte (Columbus, OH)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on June 1, 2025 What ... you'll do As a Tax Manager , you will utilize your prior experience to provide...of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client.… more
- Bloomberg (New York, NY)
- …within private markets and alternatives + Experience working with public and private fund data and analysis (hedge funds, private equity , private credit, SMAs) ... Product Manager - Alternative & Private Funds **New York,...while selecting outside managers and identifying alternative investments (private equity , private credit, hedge funds, real estate, infrastructure) to… 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 ... to Diversity, Equity , and Inclusion The New York State Insurance Fund (NYSIF) prioritizes and champions diversity, equity , and inclusion (DEI) throughout… more
- Plante Moran (Chicago, IL)
- …with potential corporate or individual tax clients + Actively participate in investment fund clients (private equity , venture capital, real estate, fund ... Tax Manager or Tax Sr. Manager - Investment...with economic responsibilities for billing, realization and collections + Relationship Building and Staff Development + Participate in internal… more
- Cayuse Holdings (Columbus, OH)
- …emboldened by the power and wisdom of our culture, united to demand equity and dismantle racism, resourced to win our environmental, conservation, and climate ... funding to pre-selected municipalities in California and Illinois through its Justicia y Equidad Fund (JyE Fund ). GreenLatinos' Justicia y Equidad Fund is an… more
- BlackRock (Atlanta, GA)
- …The team is responsible for managing the portfolio implementation of a large number of Equity , Fixed Income, and multi asset fund of funds for Defined Benefit ... **About this role** The Index Asset Allocation team is part of Index Equity Investments within the BlackRock Global Markets ("BGM") organization.… more
- Deloitte (Boston, MA)
- …world's leading independent asset managers, diversified financial institutions, mutual funds, private fund advisers (hedge funds and private equity funds), ... Financial Services Risk Management Manager Our practitioners have the opportunity to engage...company, insurance provider, or related service provider + Strong relationship management skills, particularly the ability to build constructive… more