Family Wealth Analyst - Baltimore

Pitcairn's innovative Shared Single-Family Office model provides unparalleled service to wealthy families and other family offices. Since the firm's founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and ins ...

Pitcairn's innovative Shared Single-Family Office model provides unparalleled service to wealthy families and other family offices. Since the firm's founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and ins ...

+Supports day-to-day Advisor team activities including client onboarding, account maintenance, and the digital experience+Identifies, deepens, and maintains relationships by providing excellent service with a client first mindset+Ensures timeliness, accuracy, and completeness wit ...

We're hiring a mid-level Analyst to support a growing Wealth Management organization within the financial services industry. · Develop dashboards and reports using Power BIBuild data workflows using AlteryxAnalyze wealth management data to support business decisions ...

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+The Portfolio Analyst will provide administrative support to one or more 1919 Portfolio Managers. · High-touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy analytical work and have experience working closely with clients and co-workers.+Inst ...

The Client Service Associate serves as the point of contact for client relationships designated by our internal Family Office Client Groups. The Client Service Associate plays a key role in onboarding, maintaining, and enhancing relationships to ensure each receives a personalize ...

This entry-level Clearing Services Analyst provides hands-on exposure to global derivatives markets and the opportunity to work directly with futures and options traded on major exchanges. · Support daily trade processing for futures and options on futures across North American a ...

Alera Group is looking for a Benefit Analyst to oversee analytics and financial reporting functions. · ...

What You'll Be Doing · The Portfolio Analyst will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, in ...

The Portfolio Analyst will provide administrative, operational and analytical support to one or more portfolio managers. · ...

The Asset Servicing Associate serves as a subject matter expert in regards to Corporate Actions for Brokerage Wealth Management. Ensure timeliness and quality of Corporate action announcements; reconciliation and resolution of residual differences. · Applicants should have the ab ...

The Asset Servicing Associate serves as a subject matter expert in regards to Corporate Actions for Brokerage Wealth Management. Ensure timeliness and quality of Corporate action announcements; reconciliation and resolution of residual differences.Applicants should have the abili ...

Pitcairn's innovative Shared Single-Family Office model provides unparalleled service to wealthy families and other family offices. We understand multigenerational family wealth in a way that few other wealth advisory firms do. · The Client Service Associate serves as the point o ...

We are seeking a detail-oriented General Counsel to prepare and review business-purpose lending loan documents. · ...

Candidates will only be considered by sending a resume and cover letter to · Patient Capital Management, LLC is a team of investment professionals dedicated to maximizing the long-term wealth of its investors. We firmly adhere to a value-driven, research intensive investment pro ...

+Job summary · Join our rapidly expanding team as a detail-oriented and driven Capital Markets Analyst to support loan funding, post-closing, or capital markets operations. · ...

The Portfolio Analyst will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, · Investment Associates and Client Advisors.Bachelor's degree in a related field. · 3+ years relevant experience. · ...

Job Types: Full-time, Part-time · Total Compensation: $80,000 - $110,000 up to base salary tiered and based on experience and competency. · Hourly Compensation $80- $100 · Benefits: · Paid time off (PTO) Accrual from day one- ALL EMPLOYEES · Benefit package for full-time employee ...

Alera Group is looking for a Benefit Analyst. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you. · ...