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The Transformation Project Manager will oversee multiple process improvement initiatives, manage project documentation, and ensure stakeholder engagement and compliance with corporate policies.
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Manage retail SMA workflows, oversee outsourced operations, develop team, ensure compliance with policies, drive strategic vision, and document procedures.
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The Senior Workday Reporting Analyst drives complex projects, creates custom reports, maintains data integrity, and partners with HR for training and execution.
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The Graphic Designer will create and manage creative assets for marketing initiatives, including reports, motion graphics, and campaign materials, while collaborating with teams to ensure quality and branding.
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Manage investment accounting processes including reconciliations and reporting, ensure compliance with accounting rules, and assist clients with inquiries.
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The Associate Director of Fund Administration manages financial reporting, compliance, client relations, budgets, and team performance within the fund administration sector.
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The Product Owner will develop product strategy for investment operations, lead product design initiatives, and enhance efficiency through automation and machine learning.
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The Fund Accounting Manager will oversee reconciliation of fund positions, ensure timely reporting to clients, manage staff, and drive operational enhancements.
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Provide operational and middle/back office support for investment products, manage client relationships, track corporate actions, and resolve reconciliation discrepancies.
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Manage a portfolio of key client relationships, ensuring service levels meet client expectations, capturing feedback, and identifying cross-selling opportunities while maintaining industry knowledge.
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The Director of Business Development for Hedge Funds will create opportunities, build relationships, and drive business within hedge fund sectors, while navigating industry trends and managing a high-pressure environment.
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The Tax Manager oversees tax provision calculations, compliance, and audits for mutual funds, while training junior staff and maintaining RIC status.
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The Sales Executive will create new business opportunities, build relationships with asset managers, and maintain industry knowledge while managing client presentations and responsibilities in a fast-paced environment.
16 Days AgoSaved
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The Associate Manager will oversee fund accounting, client deliverables, and team development while liaising with auditors and managing financial statements.
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The Account Executive will drive new business, manage sales cycles, and build customer relationships in a SaaS environment.
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The Sales Executive will create business opportunities, develop relationships, manage proposals, and present solutions in the financial services sector.
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Lead a major strategic division, managing multi-functional goals in private markets, focusing on fund accounting, business management, and client satisfaction.
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The Director of Client Relationship Management will manage key client portfolios, ensuring service levels meet expectations while fostering relationships and identifying growth opportunities.
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As a Solutions Analyst, you'll manage client relationships, troubleshoot product inquiries, and enhance your understanding of financial technology and capital markets.
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As a Senior Associate in Fund Accounting, you will manage accounting tasks for hedge funds/private markets, ensuring accuracy in documentation and client interactions, while supporting audits and financial reporting.