Wealth Management Onboarding & Configuration Analyst
Goldman Sachs Bank AG
Goldman Sachs Bank AG is looking for an Analyst to join their Asset & Wealth Management Operations team in New York. The role involves managing client accounts, ensuring compliance with investment guidelines, and liaising with various teams to improve operational efficiency. Ideal candidates will have 2-4 years of experience in financial services, strong trade management knowledge, and exceptional communication skills. This role requires flexibility for potential after-hours support and offers opportunities for professional growth. #J-18808-Ljbffr Goldman Sachs Bank AG
- ...Asset & Wealth Management Operations-Client Onboarding & Configuration-New York-Analyst New York, NY, United States Job Description JOB SUMMARY AND RESPONSBILITIES Holistic ownership and understanding of client accounts, trade life cycle and act as a single point of contact...Suggested
- Balyasny Asset Management is seeking a highly skilled Senior Implementation Engineer... ...our Portfolio Manager (PM) and Analyst Technology Onboarding function. Reporting to the Onboarding... ...into concrete technical configurations on the BAM Technology Platform. Deeply...Suggested
- Goldman Sachs Group, Inc. is seeking an Analyst for their Asset & Wealth Management Operations in New York. The role involves managing client accounts and understanding investment guidelines while collaborating with various teams to improve processes and data quality. The...Suggested
$58k - $115k
A financial services firm in New York seeks an Associate for its Wealth Management Chief Data Office to support vendor risk management initiatives. You will facilitate onboarding of third-party relationships, manage risk assessments, and assist in reporting key performance...SuggestedWork at office$70k - $75k
...Family Office Services Analyst Lazard is one of the world's preeminent... ...financial advisory and asset management firms. Our people and culture... ...to take flight. Lazard Wealth collaborates with our clients... ..., including investor onboarding and project management, ongoing...SuggestedWork at officeLocal area$75k - $125k
...Wealth Management Professional Accelerate your career at the pinnacle of global wealth management... ...responsibilities are managing the onboarding of client relationships, ensuring we... ...Identification 171657 Job Category Senior Analyst Posting Date 06/03/2026, 12:27 PM...Full timeTemporary workPart timeLocal area- Neuberger seeks a Private Client Service Associate in New York to manage onboarding and client service support for Wealth Advisor and Portfolio Management teams. The role requires an undergraduate degree, Series 7 and 66 licenses, and strong communication skills. Key responsibilities...
- Goldman Sachs, Inc. is seeking an Analyst in New York to oversee client accounts and manage investment guideline compliance. This role includes understanding regulatory requirements and coordinating with investment teams for due diligence. Ideal candidates will have a Bachelor...
$85k - $95k
...Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $315 billion in assets... ...role is in office Monday to Friday. The Role: The Analyst will support the Private Wealth Strategy team and play a key role in executing...Permanent employmentWork at officeMonday to Friday$60k - $70k
Analyst, Implementation (Client Connectivity) Analyst, Implementation... ...To: Implementation Project Manager About Hazeltree Fund... ...Managing & troubleshooting the onboarding process of new funds/accounts... ...reference data workflows, wire configuration, etc) · Contributing to...Full timeWork at officeRemote workVisa sponsorship$125k
...information Job Name: Senior Internal Sales Analyst, Global Wealth Location: New York/200 Line of Business... ...relationships. The position will aid Client Relationship Managers in the pursuit of territory sales goals through sharing of...Work at office$70k - $120k
...cybersecurity is driven by risk management, threat-informed defense,... ...operational resilience. The Analyst, Vulnerability Management -... ...hosted infrastructure, cloud configurations, containers, Kubernetes,... ...coordination, cloud account onboarding, asset tagging, ownership validation...Temporary workWork experience placementWork at officeImmediate startFlexible hoursNight shift$125k - $135k
...Position Summary Capital & Partner Solutions (CAPS) manages all capital formation and strategic partnership efforts for investment... ..., and the investor experience across institutional and private wealth channels. The Private Wealth Solutions (PWS) team within...Work experience placementInternshipWork at office- Business Analyst / Junior Project Manager - Alternative Asset Private Wealth Products Qualified candidates, please attach resume when applying. Global Alternative... ...Knowledge of the investor lifecycle, including onboarding, maintenance and wind-down procedures of alternative...
- A leading financial services firm is seeking Summer Analysts for a 9-10 week internship based in Parsippany, New Jersey. Interns... ...training, and work alongside experienced professionals in the Wealth Management division. Candidates pursuing a bachelor's or graduate...Summer workInternship
- A leading global investment firm in New York is seeking a candidate for a role in Asset & Wealth Management. This position involves driving the strategic direction of the metrics program, executing operating initiatives, and liaising with senior leadership across sales...
$85k - $110k
A leading global financial services firm is seeking an Analyst in Asset & Wealth Management in New York. This role involves driving strategic initiatives, collaborating with stakeholders, and enhancing business processes. Candidates should have strong analytical and communication...$90k - $180k
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global... ...those of our clients. About the Role The Derivatives Onboarding Senior Analyst role within the Client Integration platform is responsible...Remote workFlexible hours1 day per week- Goldman Sachs is seeking a Financial Analyst in New York, NY to empower clients in Wealth Management. The role involves collaborating with Private Wealth Advisors, monitoring client portfolios, and preparing insightful materials. Candidates should have a bachelor’s degree...
$75k - $81k
A global financial services firm in New York, NY, is seeking a Counterparty Management & Administration Analyst. The role involves managing the onboarding process for trading counterparties, ensuring compliance with documentation and regulatory requirements, and collaborating...$75k - $80k
Rockefeller Capital Management in New York is seeking a detail-oriented AML/KYC Analyst to join its AML Compliance team. The ideal candidate will support client onboarding processes, conduct due diligence, and assist with compliance initiatives in a regulated financial...$85k - $90k
...Australia. We are seeking an Analyst to support the Human Capital Management (HCM) department, focusing on HCM... ...testing for enhancements and configurations Partner with IT and third-party... ...lifecycle transactions such as onboarding, offboarding, transfers and terminations...Work experience placement$120k - $125k
...Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors... ...investment landscape. For over 14 years, Blackstone Private Wealth has delivered industry-leading strategies and education to...Work at officeLocal areaFlexible hours- ...PMO Analyst Location: Remote Department: Operations - Project Management Office (PMO) FLSA Status: Exempt Who We Are DAS Health... ...automation where possible. Support onboarding and training of project staff... ...triage, setup, and financial configuration. Advanced Excel skills;...Remote work
- A major financial institution in New York is seeking a Wealth Management - Risk & Controls Associate. This role involves designing and implementing a risk management framework and supporting ongoing assessments of risks and controls. Ideal candidates will have over 4 years...Full time
$50 - $57 per hour
...Wealth Management Operations Analyst (Contract) Location: New York, NY - Onsite Pay: $50-$57/hr | Duration: 6-Month Contract We are seeking a Wealth Management Operations Analyst to support daily operations for a financial services team in New York....Contract workLocal area$77k - $150k
...offer of employment, or conduct onboarding activities for candidates... ...delivering the world’s most configurable, cloud-native, easy-to-use,... ...Insurity’s Next Lead Business Analyst About the Role The Lead... ...Who We’re Looking For Time management including work planning, prioritization...Work experience placementWork at officeLocal areaRemote workFlexible hours- TwinThread in New York is offering a Summer Analyst position in Asset & Wealth Management. As part of the Global Families Group, you'll collaborate with specialists to understand client needs, examine market activities, and help develop strategies that meet financial goals...Summer workWork at office
- A Wealth Management Firm is looking for an experienced Addepar Reporting Analyst to support client reporting needs in New York City. This role requires a Bachelor's degree in Finance or Economics, with hands-on experience in Addepar and strong Excel skills. The Analyst...
$100k - $160k
...TITLE Associate language OFFICE LOCATION(S) New York assignment JOB FUNCTION Risk Governance account_balance DIVISION Asset & Wealth Management monetization_on SALARY RANGE USD 100,000 - 160,000 YOUR IMPACT We are seeking an Associate to join the Global Risk Management...Full timeTemporary workWork at office
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