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11 Days AgoSaved
In-Office
Nashville, TN, USA
Junior
Junior
Fintech
As a Private Wealth Associate, you will support Financial Advisors by providing portfolio analysis, maintaining accounts, preparing client meetings, and building strong client relationships.
Top Skills: ExcelWord
11 Days AgoSaved
In-Office
San Antonio, TX, USA
Mid level
Mid level
Fintech
The GORM Associate will assist in regulatory reviews, transaction monitoring, and compliance with AML and anti-fraud regulations, supporting the Global Operational Risk Management Department.
Top Skills: Microsoft AccessExcelMicrosoft OutlookMicrosoft Word
Reposted 12 Days AgoSaved
In-Office
Nashville, TN, USA
Mid level
Mid level
Fintech
The Fund Administration Analyst manages pooled investment vehicle activities, ensuring accuracy in deliverables, compliance with regulations, and collaborating with team members and external partners.
Reposted 12 Days AgoSaved
In-Office
Nashville, TN, USA
Mid level
Mid level
Fintech
The Account Transition Analyst facilitates account transitions and client onboarding tasks, ensuring accuracy and operational excellence while managing communication and multiple priorities effectively.
12 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech
The Private Credit Operations Associate will support daily operations in Private Credit, manage trade settlements, reconciliations, and assist with loan administration and project management.
Top Skills: ClearparExcelMS OfficeWso
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Reposted 12 Days AgoSaved
In-Office
Pune, Maharashtra, IND
Mid level
Mid level
Fintech
The Reconciliation Senior Analyst oversees daily reconciliation activities, manages relationships with stakeholders, and leads automation projects while ensuring compliance and risk management.
Top Skills: Ab AdvantageApexBloombergBossCash Flow Management ToolCtcEpaErpMS OfficePortfolio Management System
12 Days AgoSaved
In-Office
Minneapolis, MN, USA
65K-68K Annually
Junior
65K-68K Annually
Junior
Fintech
As an Administrative Assistant, you'll support financial advisors by managing calendars, preparing materials for meetings, responding to client inquiries, and performing general office duties.
Top Skills: MS OfficeSalesforce
13 Days AgoSaved
In-Office
Chicago, IL, USA
68K-73K Annually
Junior
68K-73K Annually
Junior
Fintech
The Private Wealth Associate collaborates with Financial Advisors to provide wealth management support, ensuring exceptional client service and relationship building while participating in a comprehensive training program.
Top Skills: ExcelWord
Reposted 13 Days AgoSaved
In-Office
Nashville, TN, USA
Senior level
Senior level
Fintech
Lead product delivery for Private Alternatives, focusing on clarity and measurable impact. Manage a team and enhance team throughput.
Top Skills: DbtFivetranSnowflake
Reposted 13 Days AgoSaved
In-Office
Washington, DC, USA
Junior
Junior
Fintech
The Associate collaborates with Financial Advisors to provide portfolio analysis, client support, and wealth planning for high-net-worth clients. Responsibilities include relationship-building, account maintenance, and delivering exceptional client service.
Top Skills: ExcelWord
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