- Truist (Charlotte, NC)
- …shift (United States of America) **Please review the following job description:** The Investor Accounting and Reporting (IAR) Analyst / Associate will post ... better. **Touch. Technology. Trust.** Truist is combining distinctive personal service with investments in innovation to create transformational client experiences.… more
- US Bank (Hackensack, NJ)
- …and discover what you excel at-all from Day One. **Job Description** The Investor Services department is responsible for the accurate processing and maintenance ... with the fund and investors regarding AML documentation and transactions. The Investor Services department works closely with the legal/compliance team as… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …I'd be excited to connect and share more. About the Role We're seeking an Investor Services Specialist to join a highly respected private equity firm. This role ... Economics, Business, or a related field + 3+ years of experience in investor services or a comparable function + Strong organizational skills and the ability to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …del Rosario - I'd love to connect! About the Role We're looking for an Investor Services Specialist to join a highly regarded private equity firm. This position ... + Coordinate AML/KYC documentation and tax forms with third‑party service providers. Continuous Improvement + Identify opportunities to enhance...a related field + 3+ years of experience in investor services or a similar function +… more
- SitusAMC (Concord, NH)
- …team. Essential Job Functions: + Executes on client loan accounting and investor reporting functions utilizing SBO + Performs remittance processing functions in ... business process improvements based on in-depth knowledge of available products, services , and systems and experience developed working with numerous other clients… more
- Navy Federal Credit Union (Winchester, VA)
- …eligibility, coordinating with internal departments, and ensuring compliance with regulatory and investor guidelines. The Summer Associate will work closely with ... able to connect the details in the data to the bigger picture. The Summer Associate Program is a 12-week internship program beginning in May 2025 and ending in… more
- UMB Bank (Kansas City, MO)
- …here and having their voices heard. As part of Institutional Banking, the Investor Services team provides telephone support to mutual fund shareholders, ... redemptions with the goal of placing trades. As an Investor Services Rep, you will support shareholders...possess a minimum six months working in a customer service environment that required direct in person or phone… more
- JPMorgan Chase (Plano, TX)
- …with business partners and the CFO to resolve discrepancies and maintain accurate investor reporting. As a Financial Analysis Associate within the Credit and ... with SQL, Tableau, Alteryx, etc. a plus + Preferred experience in the Financial Services industry or Controller / Accounting field JPMorgan Chase & Co., one of the… more
- T. Rowe Price (Baltimore, MD)
- …Relationship Manager is a key partner to our Research Analysts, Portfolio Managers, Associate Analysts, and Corporate Investor Relations teams. This role will be ... financial services , either sell-side corporate access, research sales or investor relations experience is desirable. Preferred: + Knowledge of trends, best… more
- JPMorgan Chase (Boston, MA)
- As an Associate in JP Morgan Alternative Fund Services , you will be part of a dynamic team that administers over $950 billion in assets globally. You will ... Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes. **Job… more
- JPMorgan Chase (Boston, MA)
- JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund ... Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes. Job… more
- JPMorgan Chase (Brooklyn, NY)
- JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund ... Guernsey, Hong Kong, Jersey, Singapore, Toronto, and Sydney. We provide administration services to more than 150 clients across all alternative asset classes. **Job… more
- JPMorgan Chase (Jersey City, NJ)
- JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund ... Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes. As… more
- LACI (Los Angeles, CA)
- …incubators in the world. Learn more at laci.org Position Summary: The Portfolio Services Associate is fundamental in coordinating and delivering value-add ... green economy, and it's the job of the Portfolio Services Associate to ensure that startups have...funding needs of LACI startups and coordinating access to investor relations and to LACI's in-house Impact Funds and… more
- Navy Federal Credit Union (Vienna, VA)
- Overview The summer associate will support the management of mortgage loan portfolios sold to investors by assisting with key functions including remittance, ... and Fannie Mae (FNMA), as well as Private Investors. Under supervision, the summer associate will contribute to the accurate and timely execution of investor … more
- CIBC (New York, NY)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** The Analyst/ Associate will be responsible for supporting: 1. Primary Market ... markets generally and loan markets specifically, financing trends, deal database management, investor database management, and other related subjects will be key to… more
- JPMorgan Chase (New York, NY)
- …(CFA) team and help shape the financial strategy of a global leader in financial services . In this role, you will gain a broad perspective on how our firm operates, ... and make a meaningful impact. As a Revenue Analytics Associate within the Corporate Finance Analytics team, you will...gaining exposure to senior leaders and the broader financial services industry. Your work will help drive key projects,… more
- UMB Bank (Kansas City, MO)
- …following areas: Corporate Trust, Specialty Trust & Agency Solutions, Fund Services , Institutional Custody, Investment Banking, Investor Solutions, Agent Bank, ... needs of new and existing institutional relationships or new/additional products and services within Investor Solutions. **_How you'll spend your time:_** +… more
- Nuveen Investments (New York, NY)
- …Communication, Conflict Management, Consultative Communication, Influence, Innovation, Investor Relationship Management, Market/Industry Dynamics, Nuveen Products/ ... separate accounts, commingled funds and registered funds dependent on market and investor demand with a focus on structured investment solutions targeting insurance… more
- BlackRock (Dallas, TX)
- …Compliance team is part of the wider Fund Administration function that services private asset managers. **The Impact/Competencies:** You will have the opportunity to ... a rewarding career with a forward-thinking organization. As an Associate , you will have the ability to add value...1042s, 8804s, 1099s, Canadian T1135s etc.) as well as investor deliverables (eg K-1s, T5013s) + Oversee and assist… more