Portfolio Associate - Client Services & Trade Ops
CitiStaffing
CitiStaffing is looking for a qualified candidate for a role based in New York, NY. You will provide high touch client service, establish new accounts, and manage trade processing. You must hold SERIES 7, 63, or 66 licenses and have proficiency in technology, especially with Microsoft Excel. This role offers a substantial opportunity for advancement for candidates with relevant experience. #J-18808-Ljbffr
- Savvy Wealth in New York, NY, is seeking a Portfolio Implementation and Trading Associate to enhance trading infrastructure and manage advisor-submitted investment tasks. This role involves daily portfolio management and requires collaboration with advisors to drive adoption...Suggested
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- ...manually in Excel. This leads to a poor client experience and results in financial... ...The Role: As an Investment Operations & Trading Associate, you will play a critical role in enhancing... ...’ll be responsible for daily trading, portfolio management, and helping drive adoption...SuggestedWork at office
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$100k - $150k
26North, based in New York, is hiring an Associate for their Middle Office Solutions team. This role focuses on investment operations supporting private credit, real estate, and insurance portfolios. The ideal candidate will have 2-6 years of experience, possess strong...SuggestedWork at office$74k - $135k
...all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our... ...more about an exciting opportunity to join our team. Associate (2-5 Years) - Portfolio Valuation Stout’s fast-growing Portfolio Valuation practice...Local areaFlexible hours$110k - $126k
...equitable climate action. ABOUT THE ROLE As the Senior Trading Associate, Rest of World (ROW), you will be a key member of our... ...Environmental Markets team, supporting the growth of our international portfolio. Reporting to the Senior Portfolio Manager, ROW, you will...Full timeWork experience placementWork at officeFlexible hoursShift work$84k - $137k
...the team. The GTM Commercial Ops Strategy & Ops Associate will be a key member of the Central... ...meetings, and guides groups through trade-offs and decisions. ~ Experience... ...location Being accompanied by a service dog Having a sign language interpreter...For contractorsWork at officeFlexible hours$100k - $160k
...Role Overview Liquidity Solutions within Asset & Wealth Management is seeking an associate to join the portfolio management team. The associate will become an integral part of the trading desk, interacting closely with portfolio managers, sales, trading counterparties,...Temporary work- ...The Goldman Sachs Group is seeking an associate for the Liquidity Solutions team in New York... ...This role requires strong fixed income trading experience and the ability to multitask... ...candidate will handle trade execution and portfolio risk management while liaising with...Temporary work
$86.25k - $172.5k
...Job Profile Alm Associate Senior – Portfolio Management Position Overview As an ALM Associate Senior in... ...monitoring. Prepare analytics packages, trade recommendations, and reporting for... ...and additional time based on years of service. Disability Accommodations Statement...Temporary workWork experience placementWork at office$110k - $120k
...families, and institutions. Our clients have made extraordinary... ...Summary We are seeking an Associate‑level Portfolio Implementation Specialist in... ...who value teamwork, service, and excellence. Responsiveness... ...implementation and execution of trades across Separately Managed...Work at office$85k - $105k
...The Firm is seeking a Portfolio Associate to join a busy, growing book of business... .... Responsibilities: Strong client skills required; frequent... ...investment reports, and assisting in trading Foster client relationships with prompt attention to service requests from existing...Full timeLocal area- ...develop customized investment solutions and collaborate with portfolio managers to enhance client investment experiences. Candidates should have 2-4 years of relevant experience in portfolio management or trading with strong analytical and communication skills. The...
$60k - $65k
...Business Overview We are a client-first, consulting-led, community-driven group... ...win in the marketplace. Through our portfolio of brands, and culture of... ...communities they serve. Sr Associate Broadcast Ad Ops GCC Skills: Must be detailed...Work at officeLocal area$80k - $95k
...eligible role.About This JobThe Senior Portfolio Associate supports Credit and Portfolio... ...credits by way of covenant tracking, servicing borrower inquires, and facilitating the... ...is our holding company and is publicly traded on the New York Stock Exchange under the...Work at officeLocal area$18.75 per hour
...Associate, Gym Ops Job Category: Operations Requisition Number: ASSOC003674 Part-Time On-site Rate: $18.75 USD per hour Movement... ...for climbing, yoga, and fitness through excellent customer service. Our Core Values Innovation, Passion, Partnership, Integrity...Hourly payPart timeShift workWeekend workAfternoon shift$101.1k - $115.4k
...Senior Associate, Product Management - Trade Credit Product Management Product Management at Capital... ...through technology. We believe our portfolio of businesses and investments in... ...not liable for third-party products, services, educational tools or other information...Full timePart timeLocal area- ...Our client is a multi-family office in NYC that manages a substantial amount of capital for a... ...investment management and wealth management services to a sophisticated client base. They are seeking a Client Portfolio Associate based in NYC. The Associate will work closely...Work at office
$63.3k - $117.2k
...42nd Street Job Family Group: Customer Shared Services We're looking for an experienced trade support professional to join our Securitized Products... ...discrepancies in a timely manner. Deals with clients directly to resolve trade issues and/or escalates as...Contract workPart timeLocal area$100k - $160k
...Goldman Sachs Group, Inc. is seeking a Portfolio Management Associate in New York to assist in trading and managing fixed income portfolios. Candidates should have... ...firm, focusing on sustainable success and client relationships. The expected salary for this position...$100k - $125k
Fixed Income Trading Associate (Structured Products) - New York page is loaded## Fixed Income... ...sell assets and commodities for external clients (such as oil, electricity, shares,... ...with external customers, evaluate their portfolios and advise them on buying or selling.*...Work experience placement$150k - $170k
...in the future. About the Role As a Senior Associate, you will play a key role in supporting and leading asset market and trading activities, acquisition and divestiture efforts... ...support the growth of LS Power’s energy portfolio. Responsibilities What you will do: Lead...Temporary work- ...of assets under management. The Sr. Associate, Farmland Portfolio Management sits within NNC’s portfolio... ...results and communicating insights to clients and senior leaders. Key... ...prices, production, consumption, and trade - in countries and regions of interest...Work experience placementWork at office
- ...who are passionate about helping their clients and our teammates achieve more. If you’... ...you. Role Farther is seeking a Senior Trading Associate to support and scale the firm's trading... ...partner closely with financial advisors, portfolio management, compliance, and custodial...
$80k - $135k
Goldman Sachs Bank AG is seeking an Associate in New York for their Global Banking & Markets - Physical Commodities Operations team. The role involves documentation, settlements, and daily interactions with traders, sales, and various operational departments. Candidates...$100k - $200k
...for career growth. Responsibilities Work alongside the Senior Portfolio Manager on alpha research and development for systematic equity... ...years of experience working in quantitative research/quantitative trading with a focus on mid-frequency linear equity/equity options...$160k - $200k
...BXCI is also a leading provider of investment management services for insurers, helping those companies better deliver... ...Primary responsibilities will include: Construct model portfolios and generate secondary trade programs that enhance portfolio returns and optimize key...Local areaFlexible hours$80k - $85k
...TEAM Enterprises is seeking a Portfolio Brand Ambassador in Hoboken, New Jersey, to drive brand sales and educate trade stakeholders. This role emphasizes innovative cocktail solutions and competitive analysis. Qualified candidates should have strong communication and...Local area$150k - $200k
...leading global financial services firm providing a wide... ...'s employees serve clients worldwide including corporations... ...actively manage risk, trade securities, and... ...is looking for an Associate or Vice President level... ...the existing derivative portfolio by executing trades...Temporary workWorldwide
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