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Reposted YesterdaySaved
In-Office
New York, NY, USA
175K-225K Annually
Senior level
175K-225K Annually
Senior level
Financial Services
The Portfolio Manager will manage client portfolios, conduct in-depth investment research, and develop custom strategies while overseeing client relationships and collaborating with team members.
Top Skills: Investment Management
Reposted 5 Days AgoSaved
In-Office
New York, NY, USA
200K-250K Annually
Senior level
200K-250K Annually
Senior level
Financial Services
Manage portfolios for sophisticated clients, providing investment insights, ensuring financial analysis, and fostering client relationships. Oversee portfolio management activities and support investment strategies alongside team members.
Top Skills: Financial Analysis SystemsInvestment Management Tools
Reposted 5 Days AgoSaved
In-Office
New York, NY, USA
140K-165K Annually
Mid level
140K-165K Annually
Mid level
Financial Services
The Associate Portfolio Manager will manage client portfolios, analyze financial information, support investment processes, and develop client materials while ensuring strong relationship management.
Top Skills: ApxBloombergCharles RiverFactsetMicrosoft Office Suite
Reposted 5 Days AgoSaved
In-Office
2 Locations
65K-90K Annually
Mid level
65K-90K Annually
Mid level
Financial Services
The Private Client Relationship Associate will manage client requests, ensure timely account administration, and coordinate with internal teams to deliver comprehensive services.
Top Skills: ExcelM.S. OfficePowerPointWord
6 Days AgoSaved
In-Office
New York, NY, USA
75K-105K Annually
Junior
75K-105K Annually
Junior
Financial Services
The Relationship Associate supports client operations and service by managing investment performance reporting, facilitating cash movements, and maintaining client documentation.
Top Skills: AddeparAdobe AcrobatDocusignExcelM.S. OfficePowerPointSolovisWord
6 Days AgoSaved
In-Office
New York, NY, USA
135K-150K Annually
Senior level
135K-150K Annually
Senior level
Financial Services
Manage complex client portfolios focused on alternatives, providing strategic guidance, oversight of investment performance, and coordinating with teams for client needs.
Top Skills: AddeparExcel
Reposted 11 Days AgoSaved
In-Office
4 Locations
115K-168K Annually
Senior level
115K-168K Annually
Senior level
Financial Services
The Business Systems Analyst will coordinate technology initiatives, customize Salesforce, manage testing, and support end users, while ensuring alignment with business goals.
Top Skills: ConfluenceJIRASalesforce Financial Services CloudSalesforce Sales CloudSalesforce Service CloudServicenow
Reposted 16 Days AgoSaved
In-Office
New York, NY, USA
100K-130K Annually
Senior level
100K-130K Annually
Senior level
Financial Services
The Executive Assistant provides high-level administrative support to senior executives, coordinating communications, managing calendars, and overseeing travel plans and documentation within Salesforce CRM.
Top Skills: MS OfficeSalesforce
Reposted 17 Days AgoSaved
In-Office
New York, NY, USA
90K-115K Annually
Junior
90K-115K Annually
Junior
Financial Services
The Portfolio Analyst will manage and analyze client portfolios, execute trades, prepare reports, and assist in client relationship management.
Top Skills: ApxBloombergCharles RiverFactsetMicrosoft Office Suite
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