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Team Operations Coordinators (Portfolio Strategy, Investor Advisory – client planning) Investment Management recruitment
These positions will organize, coordinate, and execute all team operations for a team of three client facing professionals to ensure whatever the team touches shines. This position will have a direct investor interface and will be responsible for ensuring the investor is well taken care of. These positions will:Ensure understanding of the key goals of the team to oversee and execute operations excellently. Gain understanding of each client meeting to understand the purpose and goals of the meeting, work with multiple company groups to gather required information, and create unique and impactful Read more […]
Relationship Manager (Korea) recruitment
Position Description:The CompanyWellington Management is one of the largest private investment management firms. The company is headquartered in Boston with ten affiliate offices in the United States and around the world. With approximately $650 billion in assets under management, Wellington manages US, international and global equity, fixed income and multi-asset portfolios for institutional clients and mutual fund sponsors in 43 countries.Responsibilities A Relationship Manager is responsible for retaining, servicing and expanding oversees the business management of several of Wellington Management’s Read more […]
Associate, Institutional Investor Analytics (Investor Consultancy, Portfolio Performance, or Project Management) Investment Management recruitment
Several new headcount available!These are not entry level positions and do require a minimum of 1 year to a maximum of 7 years “total” full-time work experience given the level of these positions. The Project Management/Portfolio Change position requires between 4 and 7 years max total work experience. NOTE: SAT or ACT Math scores (OR) GMAT/GRE Quant scores are required for this position. Please ensure you list these on your resume or entry questionnaire. All applications without this information will be considered incomplete. Strong quant and analytical skills are sought for three challenging Read more […]
SENIOR MANAGER, CLIENT SOLUTIONS, LUXEMBOURG, INNOVATIVE INVESTOR SERVICES BANK recruitment
JOB DESCRIPTION:PURPOSE: To actively lead the Client Solutions function with overall responsibility for the qualification and transition of new business, and management of change, from the sales process through to ongoing operational activity. To ensure clients receive an exceptional experience in all engagements with the bank.Our client is building up an in-house consulting team, thus looking for those who are strong in transactions, fund accounting and technology; who will help them build solutions. Good man managers, as they will be running a large team. Consultants are welcome to apply. Read more […]
Investor Services recruitment
Since 1974, The Bachrach Group’s philosophy has ensured excellence in providing services to our corporate clients and to our candidates. When first formed, The Bachrach Group specialized in the accounting and financial fields. Over the years we have successfully diversified and today we specialize in staffing solutions in the following areas: Accounting Finance, Technology, Administration Office Support, and Real Estate Construction. Responsibilities• Review and oversea fund operational due diligence• Complete necessary compliance paperwork interface with legal counsel• Prepare unltra Read more […]
Fund and Investor Services Senior (Staff Supervision/Investor Transactions/Process Improvement) Investment Management recruitment
We are seeking an exceptionally motivated, highly focused fund and investor services professional for this unique opportunity. The individual we are seeking will have exceptional knowledge of the fund and investor services space to analyze, design, and implement best practices for this area while overseeing junior and mid level staff. NOTE: this position does NOT manage investor relationships.This position requires an exceptional team leader with a proven track record of process improvement in the fund administration, investor relations/services, or buy side fund services area; strong organizational Read more […]
AVP – Sales Manager, Institutional Investors recruitment
In this newly created role, you will be part of the Asia sales team who is responsible for securing new clients to generate profitable revenue streams to the bank, via the sale of the whole securities products and services portfolio. You will also identify areas where the securities services could provide value-added and differentiating services to prospective clients and quantify opportunities.You will be managing the sales effort for prospective clients within designated business areas and achieving individual sales targets. In addition, you will need to establish a leadership position for Read more […]
Private Equity Investor, Independent Mid-Market Private Equity Firm, Munich – 2776 /8G recruitment
Recruiter’s Reference: 2776 /8GAbout our clientOur client is a well-funded independent private equity investor focused on the German-speaking markets. They manage active funds for both LBO and growth investmentsResponsibilities Market facing origination as part of the deal team, sourcing attractive new investment opportunities for growth and buy out dealsScreen opportunities, lead due diligence and be fully involved in the process through to closure, including internal investment committee documentation and presentationPost-investment asset management, guiding the portfolio towards exit, including Read more […]
VENDOR RELATIONSHIP MANAGER (M/F) recruitment
RBC Dexia Investor Services offers a complete range of investor services to institutions worldwide. Our unique offshore and onshore solutions, combined with the expertise of our 5,400 professionals in 15 markets, help clients grow their business and sustain enhanced performance through efficiency improvements and robust risk management practices.Equally owned by RBC and Dexia, the company ranks among the world’s top 10 global custodians with USD 2.8 trillion in client assets under administration.Services offeredRBC Dexia’s innovative solutions include global custody, fund and pension administration, Read more […]
Customer Relationship Manager I (West Seneca, NY)
Customer Relationship Manager I (West Seneca, NY) – 2nd Shift 3:30pm to 12:00am : 1200012077DescriptionGeneral knowledge about the entire loss mitigation process is necessary to manage a large portfolio of customers throughout the default servicing lifecycle. The Customer Relationship Manager (CRM) position requires expertise in loan modifications specific to the investor segment. The CRM serves as a single point of contact and trusted advisor for these borrowers. Sensitivity to the nature of a distressed customer situation and professional demeanor are important attributes to possess in communicating Read more […]