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Keywords: Private Wealth Client Associate, Location: New York City, NY

Page: 5

Global Advisory, Media & Telecom, Associate, NY

across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows... We provide impartial, expert advice to large and mid-sized corporations, private equity, families and entrepreneurs...

Company: Rothschild & Co
Location: New York City, NY
Posted Date: 24 Apr 2025
Salary: $175000 - 225000 per year

Internal Sales Associate, Alternatives

and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions... Wealth Management. Job Responsibilities Partner and support the Alternatives Investment Distribution Specialists on the...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 11 Apr 2025
Salary: $115000 - 130000 per year

Associate Director, Deal Deliverables

, and delivery of solutions that improve workflow efficiency, automate manual tasks, and elevate the quality of client presentations... of report and presentation building; from data collection and analysis, through to client ready pitches and presentations...

Posted Date: 04 Apr 2025

Internal Sales Associate, Alternatives RIA Channel

and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions... with colleagues on Eaton Vance RIA Sales Team. Develop proficiency in the areas of private equity, private credit, real assets, hedge...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 04 Apr 2025

Executive Assistant, Associate

how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market... strategies for their high-net-worth clients. iCapital services, approximately $218 billion in global client assets invested...

Company: iCapital
Location: New York City, NY
Posted Date: 29 Mar 2025
Salary: $100000 - 110000 per year

Alternative Investment Specialist - Associate Director

, and private real assets in their asset allocation partner with CIO peers and other Wealth Management teams to tie the UBS House...Business Divisions Global Wealth Management Your role In an effort to provide more seamless access...

Company: UBS
Location: New York City, NY
Posted Date: 16 Mar 2025
Salary: $100000 - 130000 per year

Learning Program Manager, Associate / Assistant Vice President

how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market... strategies for their high-net-worth clients. iCapital services, approximately $218 billion in global client assets invested...

Company: iCapital
Location: New York City, NY
Posted Date: 09 Mar 2025
Salary: $100000 - 140000 per year

Associate Director, Legal Counsel, Legal and Corporate Affairs

, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the... processes for managing legal and regulatory risk. Contribute to a customer-focused culture to deepen client relationships...

Company: Scotiabank
Location: New York City, NY
Posted Date: 06 Mar 2025

Internal Alternative Investment Sales - Associate / Assistant Vice President

how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market...., Investor relations at placement agent, private equity capital raising, external wholesaler, client portfolio manager, product...

Company: iCapital
Location: New York City, NY
Posted Date: 28 Feb 2025
Salary: $100000 - 125000 per year

Global Advisory, Business Services, Associate, NY

across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows... sell/buy side M&A, spin-offs, split-offs/carve-outs, LBOs, Debt Advisory and Equity Advisory Extensive private equity...

Company: Rothschild & Co
Location: New York City, NY
Posted Date: 09 Feb 2025

Investment Banking Associate - Power, Utilities & Infrastructure

client relationship management and investment banking services including strategic advisory services to corporate and private... treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services...

Company: Truist
Location: New York City, NY
Posted Date: 08 Feb 2025
Salary: $175000 per year

Product Support Engineer - Associate / Assistant Vice President

how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market... strategies for their high-net-worth clients. iCapital services approximately $209 billion in global client assets invested...

Company: iCapital
Location: New York City, NY
Posted Date: 06 Feb 2025
Salary: $100000 - 135000 per year

Year Analyst, Primary Fund, AlpInvest

portfolio Supporting client reporting and fundraising efforts Responsibilities 1. Deal Flow Research private equity..., which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations...

Company: Carlyle
Location: New York City, NY
Posted Date: 01 May 2025
Salary: $110000 per year

Director, U.S. Pricing and Financial Resource Optimization

, products and services, including personal and commercial banking, wealth management and private banking, corporate... culture. Title: Associate Director / Director, U.S. Pricing and Financial Resource Optimization Global Banking and Markets...

Company: Scotiabank
Location: New York City, NY
Posted Date: 18 Apr 2025

GA, Infrastructure, Power & Renewables (IPR), ASO-VP, NY

across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows... Brazil to CMA CGM; Blue Wolf and Stonepeak on their C$1.2b take private of LOGISTEC Sale of Fenix Marine Services, an EQT...

Company: Rothschild & Co
Location: New York City, NY
Posted Date: 18 Apr 2025
Salary: $200000 - 250000 per year

Managing Director, National Tax Office Information Reporting & Withholding

and support to firm client service professionals and alliance firms on tax matters, new legislation and Treasury guidance... develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source...

Company: BDO
Location: New York City, NY
Posted Date: 26 Mar 2025

Managing Director, National Tax Office Information Reporting & Withholding

and support to firm client service professionals and alliance firms on tax matters, new legislation and Treasury guidance... develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source...

Company: BDO
Location: New York City, NY
Posted Date: 26 Mar 2025

Tax Manager - Ultra High Net Worth - Investment Fund Executives

Preferred Qualifications: LL.M. in Taxation and/or Master’s in Taxation Experience with private client or business taxation... with a desire to grow skills in the private client arena Experience working with investment funds or experience working...

Posted Date: 19 Feb 2025
Salary: $99100 - 199100 per year