Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth... experience and intelligent automation. Driven by strategic partnerships with world-class wealth and asset management firms...
-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices... Life Insurance and Annuities. Position Summary: The primary function of the Institutions Case Design Associate...
is looking for an Associate, Portfolios who will: Portfolio Construction and Management – Help build impact investment portfolios, leveraging... – Evaluate portfolios against client mandates and recommend updates to portfolios when appropriate – Process development...
Job Category: Business Support Job Description: Job Description Join Us at 55ip & Help the Wealth Management... of wealth management. We've been making rapid progress on our mission: to break down barriers to financial progress...
. As a Senior Associate you will be responsible for the preparation, analysis and reporting of investment and fund performance data... for a complex Private Equity/Credit Fund. Why this role is important to us This Associate 2 position is within the Private...
that is passionate about building innovative solutions to revolutionize how State Street services our customers. As a Senior Associate... and bank reconciliations Preparing management, annual and incentive fee calculations Preparing various client correspondences...
. As a Senior Associate you will be responsible for the preparation, analysis and reporting of investment and fund performance data... fee calculations Preparing various client correspondences Calculating waterfalls and capital account allocations...
. As a Senior Associate you will be responsible for the preparation, analysis and reporting of investment and fund performance data... fee calculations Preparing various client correspondences Calculating waterfalls and capital account allocations...
. As a Senior Associate you will be responsible for the preparation, analysis and reporting of investment and fund performance data... fee calculations Preparing various client correspondences Calculating waterfalls and capital account allocations...
that is passionate about building innovative solutions to revolutionize how State Street services our customers. As a Senior Associate... and bank reconciliations Preparing management, annual and incentive fee calculations Preparing various client...
. As an Associate 2 you will be responsible for the preparation, analysis and reporting of investment and fund performance data... fee calculations Preparing various client correspondences Calculating waterfalls and capital account allocations...
and growth-oriented Legal Associate to work with our Legal teams primarily supporting Wellington Management’s U.S. Wealth... of investment management agreements for subadvisory client relationships Providing advice and/or escalating issues to Counsel...
Job Category: Client Sales Job Description: Working at 55ip means standing at the intersection of finance... and technology-and at the cutting-edge of wealth and asset management. We've been making rapid progress on our mission: to break down...
client needs/workflows based on single core of proprietary Intellectual Property. This position provides the opportunity..., solving new problems, or selling to new client bases. In addition, this role will work closely with the development teams...
Assist the quarter-end book closing process Assist in managing internal workflow to ensure internal processing and client... and escalate, if necessary Participate in special client or internal projects as required Assist in new business setup...
process Assist in managing internal workflow to ensure internal processing and client deadlines are met Work... Participate in special client or internal projects as required Assist in new business setup and conversions; During the course...
processing and client deadlines are met Work with other services departments to resolve errors/issues or to reconcile... are in line with the SLA and escalate if necessary Participate in special client or internal projects as required Assist...
is a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower... to work within the team administering the lending portfolios for our client base. The individual will be responsible for the...
achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways.... As a partner to a Director, Alternatives Investments the Associate, Alternatives Investments will develop and maintain existing...
all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP). Managing client relationships... and client deadlines while supervising staff members. They will be responsible for delivering reporting and day-to-day accounting...