Manager, Private Markets Data Services
Jobtailor
Responsibilities Leading efforts to onboard and convert new clients into the Data Services model Setting up new data structures across a group of dispersed data sets, sources, and formats Managing the data collection process, providing ongoing status reports, externally to clients and internally to management Working with clients to create a set of customized dashboard views and reporting templates Establishing new data structures and modifying reporting templates, as neededResearching and responding to routine, ad-hoc client requests Supporting management with the development, implementation, and roll out of new Data Services products Providing training, oversight, and mentorship to Associates Supporting corporate goals and business/departmental initiatives Requirements A Bachelor’s degree focused on Data Science, Finance, or a related discipline Minimum of 7 years’ experience in a financial services or related role, with time spent in a management / oversight capacity Excellent client service skills Desire to work in a fast-paced environment Ability to multi-task and prioritize responsibilities to ensure timely and accurate production of client deliverables Excellent interpersonal and communication skills, with the ability to communicate to all levels across the company Deadline-oriented with ability to multi-task and complete assigned tasks independently Ability to mentor staff and create a positive work culture within a team environment Proficiency in Microsoft Office suite, with an emphasis on Excel skills #J-18808-Ljbffr Jobtailor
- ...P OSITION SUMMARY: The Manager, New Markets Tax Credits (NMTC), is responsible... ...and analyzing these data and making judgments on their... ...Advisory Board. Customer Service : The Manager, NMTC will... ...Working experience with both private sector financial...DataPrivateWork experience placementWork at officeLocal areaRemote work2 days per week
- ...urban planning, program management, engineering support and architectural services. Our multi-disciplinary... ...entities, as well as private-sector firms, at the policy... ...Compile and maintain a data base associated with... ...• Bachelor's degree in marketing, public relations and/or...DataPrivateTemporary workWork at officeLocal areaFlexible hours
$10k
...wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients... ...corporate finance industry and capital markets. You will develop and extend... ...with Tableau, Alteryx and data analytics packages preferred (but...DataPrivateLocal areaFlexible hours- ...Job Description The Marketing Manager will oversee marketing strategy, digital... ...candidate is strategic, data-driven, and focused on measurable... ..., military or uniformed service member status, or any other... ...collect, keep, and process your private information, please review...DataPrivate
- ...Vice President, Ancillary Services About the Company Fast-growing... ...& Health Care Type Privately Held About the Role The... ...and forecasting, and leverage data to drive improvement... ...enterprise value. Hiring Manager Title Chief Operating Officer...DataPrivate
- ...Join a growing private investment and wealth management firm focused on delivering exceptional client service and operational excellence. This role is ideal for a detail-oriented... ...Maintain accurate client records and ensure data integrity. Contribute to operational...DataPrivateWork at office
$175k - $200k
...Industry: Business Services Overview... ...provide differentiated, data-driven perspectives that... ...can think ahead of the market and utilize solid industry... ...world-class strategic and private equity access to bring... ...deal teams, comprising a Managing Director, Vice President...DataPrivate- ...Vice President of Marketing About the Company Rapid... ...franchisor of home service brands Industry... ...Consumer Services Type Privately Held, Private Equity-... ...strong background in managing large marketing... ...communication abilities, and a data-driven, yet...DataPrivate
- ...BIP Capital is an integrated private market investment platform built to... ...investment or seasoned RIAs managing complex multi-vehicle allocations... ...supporting investor events, data integrity projects, and other... ...in an operations, client service, or investor relations role,...DataPrivateFull timeWork at office
- ...Associate, Transaction Advisory Services Work with a Top 20 CPA and... ...analyzing historical financial data/financial statements provided... ...client service team and management of client. Analyzing the cash... ...clients (both strategics and private equity). Participating in a work...DataPrivate
- ## Guest Services SpecialistApplylocations: Atlantatime type: Full timeposted... ...of the Guest Services Manager, efficiently manage and coordinate... ...using Korbyt) and field-based data entry systems* Previous... ...Standards outlined on the ABNet Private Site**PHYSICAL EFFORT*** Frequent...DataPrivateWork at officeLocal area
- OVERVIEW A&M CFO Services works with private equity-held portfolio companies and provides our clients with... .... Description PEPI - CFO Services - Manager Liquidity & Working Capital... ...Remediation Professional Expectations Data Collection, Validation and Analysis Guide...DataPrivate
- ...Tenant Services Coordinator As a Tenant Services Coordinator, you... ...support of the building management office, lease administration,... ...Lincoln") is one of the largest private real estate firms in the United... ...science, retail, industrial, data center, production studio,...DataPrivateFor contractorsWork at officeRemote work
$70k - $120k
...largest hedge funds, private equity funds, direct lending... ..., and other asset managers. We advise them on... ...reports, and Bloomberg data across industries. Identify... ...required. Assist with marketing initiatives for... ...transaction advisory services is a plus. Compensation...DataPrivateWork experience placement$125k - $190k
...Reporting Advisory) OVERVIEW A&M CFO Services work with private equity‑held portfolio companies and... ...revised accounting standards and effective management of the financial reporting processes.... .... PROFESSIONAL EXPECTATIONS Data Collection, Validation and Analysis...DataPrivateInterim role$100k - $160k
...s largest hedge funds, private equity funds, direct lending... ..., among other asset managers, and we advise them on... ...requirements. Our market‑leading practice has a... ...analysts, and Bloomberg data across a wide range of... ...based upon information services such as S&P Capital IQ...DataPrivate$100k - $160k
...Description PEPI - CFO Services – Senior Associate OVERVIEW A&M CFO Services work with private equity held portfolio companies and... ...Planning Performance Measurement & Management Business Transformation... ...Remediation PROFESSIONAL EXPECTATIONS Data Collection, Validation and...DataPrivatePart timeFlexible hours$155k - $172k
Job Description The Tax Experienced Manager, Transaction Advisory Services is an essential team member that will... ...related to transactions that private equity and strategic corporate entities... ...high‑level scope and request list of data needed to perform work with minimal...DataPrivateWork at office$175k
...investment banking products and services to clients and... ...in the development of marketing materials that highlight... ...little notice Ability to manage expectations of senior... ...investment management, private wealth management, and... ...(CCPA) General Data Protection Regulation Privacy...DataPrivateTemporary workWork experience placementSummer workInternshipSummer internship$16 per hour
...are hiring immediately for full time FOOD SERVICE WORKER positions. Location :... ...Group. Message frequency varies. Message and data rates may apply. Text STOP to opt out or... ...has been leading the way in transforming private and independent school foodservice across...DataPrivateHourly payFull timePart timeLocal areaImmediate startRemote workMonday to FridayFlexible hours$17 - $18.5 per hour
...Center Remote Customer Service Representative Fully... ...delivers innovative agent marketing and call center tools... ...3 days ~ Dedicated, private, and secure workspace... ...experience consistently Manage customer accounts and... ...support Application Data Entry Online chat inquiries...DataPrivateHourly payFull timeSeasonal workRemote workWork from home- ...oriented Director of Digital Marketing & Patient Acquisition... ..., reputation management, marketing technology,... ...and vendors to improve data quality, lead attribution... ..., dental, healthcare services, or other service‑based... .... Experience in private equity‑backed or high‑...DataPrivateLocal area
- ...nationally. Our Transaction Advisory Services (TAS) group supports clients... ...with C-level stakeholders, private equity firms, and corporate... .... Examine and analyze client data to identify key trends, QofE adjustments... ...(including the ability to manage complex data books and sub-...DataPrivateLocal area
$125k - $200k
...like you! Polsinelli's Marketing & Business Development... ...Development & Marketing Manager to support the firm's... ...transactional practices, including Private Equity, Mergers &... ...or other professional services industry. Legal... ...competitive, and client data. Proven leadership managing...DataPrivateFull timeTemporary workPart timeWork experience placement$141.9k - $260.1k
...aspects of corporate and private equity acquisitions, dispositions... ...and capital market transactions. As a manager on the Transactions team,... ...qualitative analysis of the tax data in their financial projections... ...a fast‑paced professional services environment Willingness...DataPrivateWork experience placementSummer holidayFlexible hours$119.5k
..., law firms, banks and private equity firms on their most... ..., navigating crises, managing risk and optimizing... ...generate additional client service opportunities through... ...including unstructured data review, interviews and... ...relevant factors including market considerations,...DataPrivateFull timeWork at office- ...Executive Fund Administration Services This role is responsible... ...opportunities within target markets, leveraging SS&C's comprehensive... ...solutions that help clients manage data, automate processes, and scale... ..., preferable hedge funds or private equity ~ Deep understanding...DataPrivateContract workWork at office
$125k - $190k
...working at A&M. Team A&M’s Private Equity Performance Improvement Services (PEPI) practice, with... ...on serving the middle‑market and large‑cap private equity... ...CDD/Strategy Interim Management M&A Services... ...meaningful insights from data, opinions, or facts to enhance...DataPrivateFull timePart timeInterim roleFlexible hours$17 - $18.5 per hour
Call Center Remote Customer Service Representative - Vimo Inc (GetInsured... ...customer service experiences Manage customer accounts and provide... ...support Process application data entry accurately Respond to... ...within 3 days Dedicated, private, and secure workspace Personal...DataPrivateRemote jobFull timeSeasonal workWork from homeMonday to Friday$112.1k - $225.5k
...leading provider of professional services to the middle market globally, our purpose is to... ...and historical financial data to assess business... ...for executive, board, and management audiences. Serves as a primary... ...valuation, investment banking, private equity, venture capital, or...DataPrivateWork experience placementInternshipLocal area
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