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
- ...queries. Types of client accounts include institutional separately managed accounts, regulated mutual funds/pooled vehicles, ERISA pension... .... Basic Qualifications Bachelor's degree required Analyst level with around 2-4 years of professional experience in the...Suggested
- A leading investment management firm in New York is seeking an Analyst/Associate for its Centralized Business Services. The role involves coordinating with private wealth management teams, managing client inquiries, and ensuring compliance with various regulations. Ideal...SuggestedFull timeWork at office
$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- 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...Suggested
- 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...SuggestedSummer 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...- ...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
$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$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- ...Senior Data Analyst - Wealth Management Location: NY, NY (Hybrid) (Pref locals) Duration: Long Term Client: Wealth Mgt Industry Visa: USC and GC only Primary Skills: SQL, API, RDBMS, SOAPUI, MS Office, Informatica, Data Integration, design, Wealth Management...Work experience placementLocal area
$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$85k - $110k
Goldman Sachs, Inc. is seeking a candidate to join its Asset & Wealth Management team in New York City. This role involves driving strategic initiatives within the sales organization, creating analyses on competitors, and enhancing communication across leadership. Applicants...$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$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...$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- ...executing a multi‑phase business transformation to modernize its wealth management ecosystem by integrating Envestnet as the core Unified... ...transformation, not a pure technology replacement. The Business Analyst plays a critical role in ensuring existing advisor and client...Work at office
$75k - $125k
Goldman Sachs Group, Inc. is looking for a Wealth Management Professional to join their New York team. This role focuses on delivering exceptional client service to ultra-high net worth individuals, while managing operational functions and risk. The ideal candidate must...- 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...
$68k - $120k
POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private...Temporary workWork experience placementLocal area$130k - $150k
...hire a Senior GTM Business Analyst who embodies our core values... ...market comprising exposure management, network protection, secure... ...workflows. Hands-on Salesforce configuration and enhancement Configure and... ...planning, customer onboarding, renewals, and support workflows...Local areaRemote workWorldwideWeekend work- A financial services company is seeking a Business Analyst to play a critical role in integrating technology and business needs. The ideal candidate will have strong experience in wealth management operations and expertise in gap analysis and requirements documentation...
- 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
$33.28k - $90k
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular... ...and/or other duties directed by local management Administrative Support Answering...Temporary workWork at officeLocal area$85k - $110k
Asset & Wealth Management, Client Solutions Group, Management & Strategy, Analyst - New York New York, New York, United States Job Description Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the...Full timeTemporary workPart timeWork at office$110k - $130k
Asset & Wealth Management - Quantitative Strategist, MAS - New York, VP New York, NY, United States Job Description What We Do Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team delivers bespoke investment solutions to High Net Worth, Institutional...Full timeTemporary workPart timeWork at office- ...services for some of the world’s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial... ...of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations...Full timeTemporary workWork at office
$60k - $80k
A financial services firm in New York is seeking an Analyst/Associate for Centralized Business Services. This role involves onboarding and client service support, requiring an undergraduate degree and proficiency in MS Office applications. Excellent communication and organizational...$125k - $290k
Asset & Wealth Management Overview A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe... ...through collaboration between portfolio managers, research analysts, and traders. Role Overview The Global High Yield Credit /...Full timeTemporary workPart time- ...Credit Facility Management Analyst Asset & Wealth Management (AWM): AWM invests in private equity, credit, real estate, infrastructure and other alternative investments around the world on behalf of third parties, Goldman Sachs and its employees. AWM operates a global...
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