AVP, Private Wealth Data & Reporting
$135k - $150kBrookfield Asset Management
Brookfield Asset Management in New York is looking for a Business + Reporting AVP to join their Global Business Management Team. This role focuses on coordinating reporting and project execution within Brookfield Private Wealth. The ideal candidate should have significant experience in data analysis, project management, and be proficient in tools like PowerBI. The salary range for this position is $135,000 - $150,000. #J-18808-Ljbffr Brookfield Asset Management
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the AVP, Private Wealth Data & Reporting in New York, NY vacancy
- Brookfield Asset Management LLC is seeking a Business + Reporting AVP for its New York office. This role focuses on coordinating monthly reporting and data management, primarily within Private Wealth. The ideal candidate will have strong expertise in data analysis, process...DataPrivateWork at office
$135k - $150k
...25 Liberty Street, Suite 3501, Business - Private Wealth Overview The Brookfield Private Wealth team is seeking a Business + Reporting AVP to join the Global Business Management Team... ...professional with strong background in data science, business strategy and process optimization...DataPrivateTemporary workWork experience placementWork at officeOverseas$110k - $130k
Blue Owl is seeking an Associate to join their Private Wealth Distribution Strategy and Analytics team in New York. This role focuses on sales analytics, reporting, and data operations, requiring strong analytical skills and attention to detail. The ideal candidate will...DataPrivate$110k - $130k
Blue Owl Capital seeks an Associate for their Private Wealth Distribution Strategy and Analytics team in New York. This role emphasizes sales analytics, reporting, and data operations to support leaders across the Global Private Wealth business. The qualified candidate...DataPrivate$91k - $125k
AVP - Securities Regulatory Reporting (15c3-1 and 15c3-3) page is loaded## AVP - Securities Regulatory Reporting... ...organization to confirm financial data and static data for regulatory reports... ...provides M&A, restructuring and private capital advisory capabilities across...DataPrivateWork at officeLocal areaRemote workWorldwide$110k - $130k
...capital base, we provide businesses with private capital solutions to drive long‑term growth... ...seeking an Associate to join the Private Wealth Distribution Strategy and Analytics team to focus on sales analytics, reporting, and data operations in direct support to leaders...DataPrivatePermanent employmentWork at officeMonday to Friday$91k - $140k
## Financial Regulatory Reporting - AVPApplylocations: New York, NY (1271 AOA/6th Ave)time type... ...instructions* Reconcile reporting data to GL, validation of static data and perform... ..., Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas...DataPrivateWork at officeLocal areaRemote workWorldwide2 days per week3 days per week$98.96k - $148.44k
...and evaluation of processes and data, which includes identifying... ..., managing, and transparently reporting control issues.**Qualifications... ...preference for prior experience in wealth management or other financial... ...------## **Job Family Group:**Private Client Coverage---------------...DataPrivateFull time$105k - $175k
...Channel Marketer, LATAM, AVP - Corporate... ...focused on real estate, private equity, credit, infrastructure... ...efforts within its Private Wealth business, with a... ....* Track, analyze, and report on campaign performance... ...distribution platforms and data-driven campaign optimization...DataPrivateLocal area$75k - $95k
...quality financial and investor reporting across a range of alternative... ...structures, including hedge funds, private equity funds, and CLOs. The... ...and resolve breaks to ensure data integrity Analyze... ...Associate: $75,000 - $95,000 AVP: $100,000 - $120,000 How We...DataPrivatePermanent employmentFull timeWork at officeImmediate startFlexible hours3 days per week- VOLTO Consulting is looking for a Wealth Management Business Analyst in New York.... ...needs and technology solutions within private banking and asset management. Key... ...collaborating with stakeholders, analyzing data, and preparing reports. Candidates should have over 10 years...DataPrivateWork at office3 days per week
$90k - $110k
Position Overview The Senior Associate - Private Wealth Digital Platforms & Client Experience... ...teams, driving the evolution of client reporting solutions and managing the distribution... ...revenue‑based metrics, market benchmarking data, any collective bargaining agreements, and...DataPrivateLocal areaShift work- ...of accounting experience, preferably in private equity. Responsibilities include managing... ...investment information, preparing financial reports, and developing workflows for accurate... ...an opportunity for significant impact on data integrity and resource allocation. #J-188...DataPrivate
$115k - $270k
...investment bank is seeking a Vice President in New York to lead consolidated reporting and family office advisory for ultra-high-net-worth clients. The role requires over 10 years of experience in wealth management and strong communication skills. Candidates should hold a...PrivateWork at officeGoldman Sachs Group, Inc.
New York, NY1 day ago$115k - $270k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Reporting and Advisory, Vice President - New York New York, New York, United States... ...customers, and leading‑edge technology, data, and design. Private Wealth Management (...DataPrivateFull timeTemporary workPart timeWork at office- Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events... ..., and leading‑edge technology, data, and design. Private Wealth Management... ...registration, track attendee data, and generate reports to share key metrics to senior...DataPrivateFull timeWork at office
- ...Titan Titan is an award-winning wealth manager with a mission to... ...Ambitious Vision: When we put private wealth management multiplexed... ...investment insights (investment reports/webinars), and intensely collaborate... ...Excel. You are fluent with data. You can_ALGORITH? use data to...DataPrivateWork at office
- ...Securities Services, Asset & Wealth Management, Retail Financial Services... ...capabilities. JPMorgan Private Bank was recognized in 2015 by... ...Team (Private Bank CIO Team), reporting to the Head of Quantitative Investments... ..., including experience with data analysis libraries (e.g.,...DataPrivateBank staff
- ...President J.P. Morgan Asset & Wealth Management delivers industry-... ...of account-opening forms and data submissions Assisting with... ...to ensure management dashboard reporting is updated and accurate... ...preferably within wealth management, private banking, or brokerage firms...DataPrivateRemote work
Chase
Jersey City, NJ2 days ago - ...innovative Equity Portfolio Management team within Wealth Management’s Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Investments in... ...skills in Python, including experience with data‑analysis libraries (e.g., Pandas, NumPy) and...DataPrivateBank staff
J.P. Morgan
New York, NY4 days ago - ...for pension plans, sovereign wealth funds, insurance companies, endowments... ...of alternatives including private equity, private credit, real... ..., and manage and organize data rooms. Cross Functional Coordination... ...workstreams. Internal Reporting: Prepare internal reporting related...DataPrivate
- ...High-Net-Worth clients. This role involves leading consolidated reporting solutions, advising on operational setups, and enhancing client... .... The ideal candidate should have extensive experience in wealth management, strong leadership skills, and expertise in relevant...PrivateWork at office
$85k - $160k
ABOUT ASSET & WEALTH MANAGEMENT Goldman Sachs’ Asset & Wealth Management... ...spanning public and private asset classes, industries, and... ...possessing strong problem-solving and data gathering skills, and able to... ...& solutions, status reporting and test execution A proven track...DataPrivateFull timeTemporary workPart time- ...investment firm is seeking an AVP, Fund Accountant to support complex... ...fund accounting, investor reporting, and cross-functional... ...strong presence across credit, private equity, and real estate strategies... ...understanding of financial systems and data-driven processes Excellent...DataPrivateWork at office
$80k - $105k
...securitization, transactional tax planning, private credit and private wealth. Katten represents public and private... ..., if applicable, prepare expense reports for each attorney/legal personnel.... ...organizational skills including record keeping, data collection, and system information....DataPrivateTemporary workPrivate practiceWork at officeKatten
New York, NY2 days ago$85k - $95k
...to Friday. The Analyst will support the Private Wealth Strategy team and play a key role in executing... .... Prepare presentation materials, reports, and status updates for senior leadership... ...abilities; comfortable working with data and financial models. Effective communicator...DataPrivateWork at officeMonday to Friday- ...comprehensive, timely, and accurate data on the firm's wholesale credit... ..., Investor Relations, and SEC Reporting. In this role, you help us... ...Bank (CIB), Asset & Wealth Management, and risk-rated businesses... ...-bank Financial Institutions, Private Credit, and Commercial Real Estate...DataPrivateWork at office
Chase
Jersey City, NJ1 day ago - Apollo Global Management is looking for a Wealth Strategy Associate to join their Strategy team. This... ...services. Passion for turning research and data into actionable outcomes. Experience with financial advisors or private wealth clients is a plus. Strong organization...DataPrivateWork at office
- ...comprehensive, timely, and accurate data on the firm’s wholesale credit... ..., Investor Relations, and SEC Reporting. In this role, you help us... ...Bank (CIB), Asset & Wealth Management, and risk‑rated businesses... ...‑bank financial institutions, private credit, and commercial real estate...DataPrivateWork at office
J.P. Morgan
New York, NY2 days ago $120k - $150k
...Manager, supporting our Latin America Private Banking group. The Client Manager... ...account issues such as portfolio reporting/activity, client reference data. Serve as primary interface on behalf... ...job experience. 7+ years relevant wealth management experience preferred....DataPrivateWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to AVP, Private Wealth Data & Reporting. Be the first to apply!
Related searches
- hedge fund private equity tax manager New York, NY
- private events manager New York, NY
- private work from home New York, NY
- private doctor New York, NY
- entry level private banking New York, NY
- adult private duty registered nurse rn New York, NY
- private equity associate New York, NY
- entry level private equity New York, NY
- private house and office cleaning New York, NY
- private educator New York, NY