recommendations regarding client risk management. Job Duties: Acts as primary day-to-day contact for clients regarding basic... Obtains information, documents, and data from clients to support the completion of analyses and research of client issues...
recommendations regarding client risk management. Job Duties: Acts as primary day-to-day contact for clients regarding basic... Obtains information, documents, and data from clients to support the completion of analyses and research of client issues...
. Deal/Matter Support - Coordination of file opening, client care, and end of matter details. Document Support... - Preparation of client documentation and correspondence Type letters, correspondence, presentations, reports and legal...
offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group... clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group...
. Responsibilities Assess client's needs and develop analytic roadmaps that go beyond measurement plans and learning agendas to include..., including pertinent insights and actionable recommendations. Monitor client level resource allocations relative to contracted...
execution, new business presentations and client meetings. What will you do? * Transaction execution, new business... client materials Coordinating with Industry, Product and other groups to evaluate and originate new business ideas...
ClearBridge Investments is a leading global equity manager with over $193 billion in assets under management. The firm... restrictions, funds received or disbursed client communications, and updates contemporaneous client files. REQUIREMENTS...
, and other such duties Working with Analysts in development of pitch books and related client materials Proactively identify operational... Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant...
execution, new business presentations and client meetings. What will you do? Transaction execution, new business... presentations and meetings, and other such duties Working with team in development of pitch books and related client materials...
logistics, support sales teams, and build strong client relationships. This role offers a unique opportunity to develop a deep... polling salespeople, analyzing feedback, and coordinating with the Corporate Access Manager. Organize marketing materials...
CSAs only) ideally [range/number] years of experience in client service, within the finance sector [bachelor's or master...Business Divisions Global Wealth Management Your role assist financial advisors in client conversations...
Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term... reporting) Undergraduate degree in Accounting or Finance required CPA license (or equivalent) is preferred Experience...
transaction execution and assisting senior ABS bankers with client coverage across Non-Traditional ABS asset classes Critical...-Traditional asset classes, taking lead in planning and drafting initial versions of client presentations and pitch book materials...
office. Our Project Accountants form an integral part of our finance teams. This position is imperative to the commercial... evaluate a project’s financial performance and provide recommendations to the Project Manager on project management strategies...
strategies for their high-net-worth clients. iCapital services approximately $209 billion in global client assets invested... President on the Fund Origination team. This individual will focus on new product development, product structuring, manager...
play a key role in helping our Senior Underwriters and SUI Rate Manager understand, maintain and execute operations... Enablement, Tax Filing and Reporting, Customer Onboarding, Technology, Legal, Customer Success Organization, and Finance...
Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue... Representative to join our Sales Team. Reporting to the Manager of Business Development, this role is the first point of contact...
revenue, using the Samba and Semasio data platforms. This role focuses on recurring revenue generation and driving client..., encompassing Audience Manager, Bridge, Measurement (Campaign), Semantic Audiences (Semasio), and TRF/VTR Measurement. Aim...
Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term... & Market Data Finance team. As a member of this team, you will be responsible for managing and forecasting the technology...
client objectives and constraints. These solutions utilize proprietary research and multi-asset analytics. With investment... optimization Custom liability-hedging portfolio and asset liability matching analysis Investment manager / vehicle review...