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Relationship Support/Client Service/DDQ for Global Macro Fund; NYC recruitment
In this position you will be responsible for supporting the senior management and business developer in aggressively increasing the AUM of this firm. Established 5 years ago with a strong track record over this period, they are currently looking to take their business to the next level. In this position, responsibilities would include:• Helping manage investor processes• On-going investor relationship management• Handling ad-hoc client queries• Assisting with marketing materials, presentations, DDQs etcThe successful candidate for this position should demonstrate the following skills Read more […]
Client Service/Relationship Support/DDQ for Global Macro Fund; NYC recruitment
In this position you will be responsible for supporting the senior management and business developer in aggressively increasing the AUM of this firm. Established 5 years ago with a strong track record over this period, they are currently looking to take their business to the next level. In this position, responsibilities would include:• Helping manage investor processes• On-going investor relationship management• Handling ad-hoc client queries• Assisting with marketing materials, presentations, DDQs etcThe successful candidate for this position should demonstrate the following skills Read more […]
Associate, Investor Analytics (Investment Management) recruitment
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 positions:1) Investor Read more […]
Relationship Manager recruitment
Moody’s Analytics helps capital markets and risk management professionals worldwide respond to an evolving marketplace with confidence. The company offers unique tools and best practices for measuring and managing risk through expertise and experience in credit analysis, economic research and financial risk management. By providing leading-edge software, advisory services and research, including the proprietary analysis of Moody’s Investors Service, Moody’s Analytics integrates and customizes its offerings to address specific business challenges. Most recently voted by Waters Magazine the ‘Best Read more […]
MANAGEMENT ACCOUNTANT , OPERATIONS , BUSINESS UNIT CONTROL , HIGHLY SUCCESSFUL INVESTOR SERVICES BANK recruitment
We are looking ideally for someone wih 3-4 years’ PQE from a mainly financial services background.PRIMARY RESPONSIBILITIES:Production and Analysis of Financial Reports 100% This role will be responsible for all Continental Europe (excluding Luxembourg)Responsible for the preparation and delivery of all management reporting for this region;Responsible for ensuring the financial information provided is accurate and complete;• Ensure all major variances in this region are investigated and explained and corrective action is taken as necessary in conjunction with the appropriate member of the Read more […]
AVP Client Relations Manager recruitment
You will be responsible to maintain enhance relationships with existing clients. You provide daily management of the relationship management staff specifically in the institutional investor services/custody group. Focus is on retaining existing accounts through proactive identification satisfaction of client needs as following. • Directly manages the daily activities. Responsible for related management activities i.e., hiring staff development, salary actions, etc.• Directly responsible for handling relationships.• May assist or recommend to upper levels of department management Read more […]
Client Relationship Manager recruitment
State Street Corporation (NYSE: STT) is one of the world’s leading providers of financial services to institutional investors, including investment management, investment research and trading and investment servicing. With USD$21.5 trillion in assets under custody and administration and USD $2 trillion in assets under management at December 31, 2010*, State Street operates in 26 countries and more than 100 geographic markets worldwide. For more information, visit State Street’s website at www.statestreet.com.* This AUM includes the assets of the SPDR Gold Trust (approx. $56 billion as of December Read more […]
Relationship Manager/ Business Developer/Fund Raiser (VP) for Private Equity Firm; London based, UK recruitment
Due to their expansion into Europe from the US, they require an experienced investor relations/business development professional. The Role:• Maintain relationships with existing investors through meetings, calls, road-shows and events.• Preparation of marketing materials, presentations, reports and client updates• You will attend client meetings to gain in depth an understanding of client needs in order to prepare relevant requests for information.• Support new business development and coordinate the relationship management effort. • Regular liaison with the US office to maintain Read more […]
Investor Center Investments Representative
About Fidelity Investments Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. Investor Center Investments Representative – Providence, RI In Personal and Workplace Investing Read more […]
Customer Relationship Mgr I – 3:30 PM to Midnight
Customer Relationship Mgr I – 3:30 PM to Midnight – Getzville , NYCultivates and maintains on-going customer relationships. Manages a portfolio of delinquent loans by working with loan modification and disposition specialists to determine solutions that will cure the account in a timely manner. Presents customers with and educates customers on options such as Repayment plans, Special Forbearance, Modifications, Short Sale, or Foreclosure. Responsibilities may include responding to customer, investor, or other 3rd party inquiries, researching, preparing, and/or procuring documentation, or analyzing Read more […]