- S&P Global (New York, NY)
- …ad hoc data collection in support of meetings undertaken by the Private Markets team + Prepare data for monthly reporting and respond to information requests ... Level (for internal use):** 11 **The** **Role:** Associate Director, Private Markets , Business Development/Relationship Management, S&P Ratings' **Grade:**… more
- Neuberger Berman (New York, NY)
- …for a Senior Data Analyst to join the Data Strategy Team within NB Private Markets . The team provides centralized oversight of end-to-end investment and ... triage, coordinate and complete data requests across all NB Private Markets divisions. This key person will...presenting ready to use data for internal analysis and client reporting + Work with the Fundraising… more
- JPMorgan Chase (New York, NY)
- … Bank and Wealth Management, managing marketable-securities-backed lending programs, capital markets activities, derivative programs, and principal market risk. ... be part of a global team that prioritizes intelligent, proactive risk management, client focus, and industry best practices. As a Credit Risk Measurement and… more
- M&T Bank (New York, NY)
- **Overview:** As part of the Loan Market Solutions Division, the CLO & Loan Administration team provides trustee & custodian services to sophisticated loan asset ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… more
- JPMorgan Chase (New York, NY)
- …professional to help with internal, field and external communications for JP Morgan Private Client , a new business focused on the affluent client ... Sr. Associate within the Communications team, you will be reporting to the Head of Communications for the new...they aim to expand this new offering in the market . Additionally, you will support efforts to share our… more
- MetLife (Whippany, NJ)
- …to build and monitor the client 's private portfolio. * Middle Markets -The Middle Market Private Capital strategy seeks to offer investors access ... Private Infrastructure, Residential Mortgage Loans, Alternatives, Middle Market Private Capital, and Private ...Client Services Group in Operations creates and delivers client reporting related to MIM's global product… more
- 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 ... data and client specific materials, including institutional client reports, market related exhibits and commentary,...and timely production of investment analytics packages + Complete client reporting and client specific… more
- Neuberger Berman (New York, NY)
- …Private Markets , is a leading and growing investor in private markets , managing over $115 billion of client commitments since inception, and over $20 ... of Japanese clients including insurance companies, banks and pension funds. Our Japan private markets business has been growing rapidly primarily driven by… more
- Citigroup (Short Hills, NJ)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market … more
- BlackRock (New York, NY)
- …+ Providing day-to-day support to assist in the creation of marketing and reporting materials across the Private Debt platform's products, including: + content ... cash management strategies for institutional and retail clients worldwide. BlackRock's Private Debt Platform consists of 200+ investment professionals located in 19… more
- JPMorgan Chase (New York, NY)
- …groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. **Job Responsibilities** + Support Client Advisors in ... Know-Your- Client documentation and processes and Suitability assessments and reporting + Assist in account opening process and internal preparation to facilitate… more
- Morgan Stanley (New York, NY)
- …Identifies swap opportunities * Conducts credit research and develops valuation models * Client Support:* * Supports Financial Advisors / Private Wealth Advisors ... clients' estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor * Screens new client prospects that are… more
- Bank of America (New York, NY)
- …Modeling + Monitoring, Surveillance, and Testing + Risk Management + Causation Analysis + Client Management + Market Analysis + Product Marketing and Branding + ... ISG Capital Markets New Issue Diligence Specialist New York, New...Closed End Funds, Debt New Issue, Equity New Issue, Private Placements and Unit Investment Trusts). The role requires… more
- Morgan Stanley (New York, NY)
- …a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. ... MSIM currently has $1 Trillion in assets under management. The Morgan Stanley Private Credit ("MSPC") platform (is part of MSIM) primarily invests in directly… more
- Morgan Stanley (New York, NY)
- …a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. ... The Morgan Stanley Private Credit ("MSPC") platform (is part of MSIM) primarily...part of MSIM) primarily invests in directly originated middle market loans and invests throughout the capital structure across… more
- JPMorgan Chase (New York, NY)
- JP Morgan Private Investments Inc. (JPMPI) is a Registered Investment Adviser (RIA) that acts as a sub-advisor to open-end and closed-end registered investment ... Currently, JPMPI provides investment advice and/or administrative functions for private investment funds and provides discretionary investment management services in… more
- M&T Bank (New York, NY)
- **Overview:** As part of the Loan Market Solutions Division, the CLO & Loan Administration team provides trustee & custodian services to sophisticated loan asset ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… more
- Scotiabank (New York, NY)
- …Knowledge of relevant SEC and FINRA rules and regulations including transaction reporting , best execution, market access, Consolidated Audit Trail (CAT) ... our clients an important bridge to this key global market for trade and investment flows across the Americas...private banking, corporate and investment banking, and capital markets . At Scotiabank, we value the unique skills and… more
- Citigroup (New York, NY)
- …objective of this role is to manage Citi's portfolio exposure to client and counterparties globally. **Responsibilities:** + Oversee Private Equity ... **:** + 15+ years financial services experience including credit experience in Markets and Private Bank + Regulatory experience or relevant experience… more
- SMBC (New York, NY)
- …services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global ... Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets , Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing...the current compensation paid in their geography and the market for similar roles at the time of hire.… more