- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Financial Processing
- Relationship Building
- Active Listening
- Attention to Detail
- Data and Trend Analysis
- Financial Accounting
- Presentation Skills
- Account Management
- Decision Making
- Oral Communications
- Problem Solving
- Written Communications
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Associate/Senior Associate
2 weeks ago
Metis Search New York, United StatesAssociate/Senior Associate Portfolio Asset Management Team - Special Situations · Overview · One of the top Special Situations Funds are looking to hire a highly ambitious Associate or Senior Associate for their Portfolio and Asset Management team (workout / turnaround). The fund ...
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Associate/Senior Associate
2 weeks ago
Tandym Group New York, United StatesAn investment management firm in New York City is currently seeking a diligent professional to join their growing team as a Associate / Senior Associate. · Responsibilities: · The Associate / Senior Associate will: · Provide support to the investor relations process · Update and ...
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Senior Associate
3 weeks ago
Howard-Sloan Search New York, United StatesAssociate/Senior Associate Role Description · Associate/Senior Associate Role Description · Company Overview · Based in the vibrant hub of New York City, we stand as a premier private equity advisory firm, boasting over two decades of excellence in accelerating value for private ...
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Senior Associate
3 weeks ago
Madison Hunt New York, United StatesWe are partnered with a large cap global infrastructure firm headquartered in NYC looking to hire a Senior Associate to focus on Digital Infrastructure investments. The team will look across all verticals including fiber, towers, and data centers. · The ideal candidate will have ...
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Senior Associate
2 weeks ago
Albert Cliff New York, United StatesOur client is a global private equity firm specializing in healthcare investments. The fund (headquartered in the US) is a distinguished private equity firm renowned for its strategic investments and transformative approach within the healthcare industry. With a legacy of success ...
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Senior Associate
2 weeks ago
AMA Group New York, United StatesJob Description · Job DescriptionDescription:Title: Senior Associate (Design Project Manager) · Trade: Electrical · Level: 10-12 · Reports To: Group Leader · Position Overview · AMA Group is looking for an Electrical Senior Associate, Project Manager who will be considered a ...
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Senior Associate
3 weeks ago
SS&C Technologies New York, United States Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...
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Senior Associate
3 weeks ago
Albert Cliff New York, United StatesOur client is a leading global Private Equity firm specializing in infrastructure investments. With a proven track record of success, they actively manage investments across various sectors including energy, transportation, utilities, and telecommunications. The firm is committed ...
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Senior Associate
3 weeks ago
Glocap New York, United StatesPOSITION: Senior Associate, PE Secondaries - NYC · General Responsibilities: · Working on all aspects of the investment process from sourcing, due diligence, to the execution of PE secondary transactions, including GP-led deals, LP secondaries and single-asset continuation vehicl ...
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Associate/Senior Associate
4 weeks ago
Wafra New York, United StatesPosition: Sales Support - Business Development · Reports to: Interim Head of Business Development for North America · About Wafra: · Wafra Inc. is a leading global investment firm currently managing over $32 billion in assets and commitments across a variety of asset strategies. ...
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Senior Associate
5 days ago
Glocap New York, United StatesPOSITION: Senior Associate, PE Secondaries - NYC · General Responsibilities: · Working on all aspects of the investment process from sourcing, due diligence, to the execution of PE secondary transactions, including GP-led deals, LP secondaries and single-asset continuation vehicl ...
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Senior Associate
2 weeks ago
PKF O'Connor Davies, LLP New York, United StatesOverview · LOCATION: Hybrid; NYC, NJ, MA · The Senior Associate will work closely with our clients, managers and partners in providing financial and operational analysis in connection with buy-side and sell-side due diligence engagements. · Essential Duties · * Act as a key playe ...
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Senior Associate
3 weeks ago
Capital One Financial Corp New York, United StatesAnd Skills:Partner with the various lines of business to enhance modeling and analytical frameworks. Work across Capital One entities to create novel analytical solutions to the challenging business problems. Identify opportunities to apply quantitat Analyst, Associate, Quantitat ...
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Senior Associate
1 week ago
Capital One Financial Corp New York, United StatesAnd Skills:Partner with the various lines of business to enhance modeling and analytical frameworks. Work across Capital One entities to create novel analytical solutions to the challenging business problems. Identify opportunities to apply quantitat Analyst, Associate, Quantitat ...
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Senior Associate
4 days ago
Robertson Wright New York, United StatesWe are currently working on a very exciting opportunity with a Global Investment Bank operating in the large cap space. The client is looking for a senior associate to join their Digital Infrastructure IB team. It is a fantastic platform with an extremely strong and recognisable ...
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Senior Associate
3 weeks ago
New York Life New York, United StatesEmployer: New York Life Insurance CompanyJob Title: Senior Associate (Senior Data Scientist)Location: New York, NY Offered Wage: $163,238/yearDuties: As part of the company's Center for Data Science and Artificial Intelligence (CDSAi), leads and contributes to data analysis and m ...
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Senior Associate
3 days ago
Relevante New York, United StatesJob Description · Job DescriptionSalary: $ 130,000.00 · We have partnered with a financial company in the New York, NY area to provide them with a Senior Associate. Please review the below description and let us know if you are interested. · Prioritized must haves for the Senior ...
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Senior Associate
3 weeks ago
Berkeley Research Group New York, United StatesHAP Tech, a subgroup of BRG's Healthcare Analytics practice (HAP), is one of the firm's largest and fastest growing teams. This innovative group is currently looking for talented and dynamic professionals to join us as we continue to grow HAP Tech supports and advises pharmaceuti ...
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Senior Associate
2 days ago
Day Two Plus LLC New York, NY, US, United StatesWhy Join Our Team? · In 2021, Day Two Plus began it's journey to deliver an integrated, end-to-end Project Management Information System ("PMIS") and Project Maintenance solution that intelligently structures project/construction information. Day Two Plus is in the technology ser ...
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Senior Associate
4 weeks ago
PwC New York, NY, United StatesA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. ...
Family Office Senior Associate - New York, United States - Bank of America
Description
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us
Family Office Senior Associate -
Primarily responsible for product fulfillment and day-to-day account administration in and analytical support. Prepares account summaries and performance reports for clients. Collects information to assist in developing client recommendations, collecting and organizing client data and generating reports and analysis. Understands the products and services offered to high net worth clients. Develop client service plans and ensure that they are maintained and executed. Responsible for all client relationship operations and activities under the supervision of senior relationship managers. Required 5-7 years working with HNW clients.
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40