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Reposted 3 Days AgoSaved
In-Office
New York, NY, USA
90K-120K Annually
Senior level
90K-120K Annually
Senior level
Financial Services
The Senior Relationship Associate engages with clients to address their needs, manage onboarding, and coordinate with various teams for investment and planning activities.
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 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
Reposted 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
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
19 Days AgoSaved
In-Office
New York, NY, USA
90K-140K Annually
Junior
90K-140K Annually
Junior
Financial Services
The Investment Risk Analyst will monitor investment risks, develop solutions for oversight, analyze data trends, and support strategic projects within the Investment Risk team.
Top Skills: BloombergPythonRSnowflakeTableauVBA
20 Days AgoSaved
In-Office
New York, NY, USA
100K-138K Annually
Senior level
100K-138K Annually
Senior level
Financial Services
The Workday Financials Architect will lead the design and optimization of Workday Financials, manage requirements gathering, and oversee project delivery within an Agile framework.
Top Skills: Agile/ScrumJIRAWorkday Financials
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