Private Markets Data Ops Analyst | Client Insights
Carta Healthcare
Carta is seeking a Data Ops Analyst to own the lifecycle of quarterly data extraction and client reporting. You will ensure data is high-quality, timely, and actionable for our private markets clients. You will manage quarterly data extraction from accounting documents and performance reports, ensuring timeliness and quality, and provide frontline client support. You’ll engage with clients in real time by phone or Zoom, document interactions to drive operational improvements with the Data Ops #J-18808-Ljbffr Carta Healthcare
- Carta is seeking a Data Ops Analyst to ensure high-quality, timely data extraction and client reporting for private markets. You will work with the Data Ops team to reduce client effort and deliver actionable insights from data. Strong English, financial literacy, and...Private
- Carta, Inc. in Seattle is seeking a Data Ops Analyst to join the Data Ops team. You will own the... ...is high-quality and actionable for clients. You will handle client interactions via... ...product and client teams. Carta offers a market-competitive salary and equity for full-...SuggestedFull time
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity...Private
$100k - $275k
...financial institution in Seattle seeks a seasoned professional for client management. The role focuses on acquiring new clients and... ...tailored solutions. Candidates should have 12+ years of experience in private banking, strong interpersonal skills, and an ability to drive...Private- A financial services company is seeking a Private Wealth Advisor to identify and deepen relationships with High Net Worth clients. This role involves advising clients on various financial matters, including investments and estate planning. Candidates should have at least...PrivateWork at officeFlexible hours
- ...for venture capital, private equity and private... ...the future of private market infrastructure with... ...private capital. The Data Ops team is focused on... ...effort and empowering clients to take actionable insights from their private... ...Solve As a Data Ops Analyst, you will be responsible...PrivateFull time
- ...Private Client Advisor II Seattle, Washington To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position...PrivateWork at officeShift workDay shift
$150k - $225k
...Alvarez & Marsal Private Equity Performance... ...approach to solving our clients' problems and... ...serving the middle market and large cap private... ...current and historical data to understand... ...Provide shop floor insights by talking with employees... ...Operations, SI&OP Footprint optimization...PrivateFull timePart timeFlexible hours$25 - $38.46 per hour
...Private Client Banker Location: 9255 Rainier Avenue S - Seattle, Washington 98118 Job Summary... ...needs, gathering and documenting client data, and offering appropriate products and... ...needs. Staying updated with market trends and analyzing market conditions to...PrivateHourly payWork experience placementImmediate startDay shift- Russell Investments is seeking a Lead Technical Analyst focusing on Private Markets in Seattle, WA. The role involves analyzing and implementing business solutions, leading requirements gathering, and collaborating with investment teams for improved operational efficiency...Private
$77.97k
..., Washington Job Summary The Private Client Advisor's focus will be on our... ...the bank‑based investment market space. Demonstrated ability to... ...optimization while driving informed, data‑drive decisions. Decision... ...: Delivers memorable, insightful business scenarios via stories...Temporary workBank staffWork at officeFlexible hoursNight shift- ...Role : Marketing Data Analyst Location : Bellevue, WA (Onsite) Fulltime Must Have Technical... ...) to maximize available resources for client support and successful outcomes.... ...project management tracking tools like Azure Dev Ops, MS Projects, Jira, etc....Full time
$28 - $45 per hour
...through investment advice and guidance. Customers benefit from the investment insights of Merrill coupled with the banking convenience of Bank of America. Role Summary This role provides client‑service support to one or more Financial Advisors. Responsibilities include...Hourly paySeasonal workWork from homeShift workDay shift$150k - $200k
...quality delivery, exceptional client retention, and strategic... ...network of municipal and/or private clients and an active book of... ...with a track record of building markets, winning work, and delivering... ...relationships and your market insight to establish Apex as a trusted...Local areaRelocationRelocation package- ...Seattle, WA. This role involves providing comprehensive financial planning and advice to a diverse clientele, ensuring an exceptional client experience while developing strong investment strategies. The ideal candidate will have at least 4 years of experience in financial...
- A major financial services company in Seattle is seeking a Private Client Advisor to offer comprehensive financial planning and investment... ...with clients, utilizing a deep understanding of financial markets to provide tailored advice. The ideal candidate will have at...
$78k
JPMorgan Chase is seeking a Private Client Advisor in Seattle, WA, to provide comprehensive financial planning and advice to clients ranging from novice savers to wealthy individuals. Your role will involve building business relationships, delivering personalized investment...- J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to provide comprehensive financial planning and advice to individual clients and families. The role requires a minimum of two years as a Financial Advisor and expertise in delivering personalized investment...
- A leading financial services company is seeking a Private Client Advisor in Bellevue, WA. The role involves offering personalized financial planning and advice to clients, focusing on relationship management and client acquisition. Candidates should have at least 2 years...
- JPMorgan Chase & Co. is looking for a Private Client Banker in Seattle, WA to manage banking relationships for affluent clients. Your role will involve a proactive approach to acquiring new clients and providing tailored financial advice. The ideal candidate will have...
- A major financial institution is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. The... ...personalized investment solutions, and educating clients on financial markets and technology. Candidates should have a minimum of 2 years...
- J.P. Morgan Chase is seeking a Private Client Advisor in Mercer Island, WA to provide comprehensive financial planning and advice. This role demands a solid understanding of financial markets and the integrity to prioritize client needs. A successful candidate should have...
- J.P. Morgan Chase is seeking a Private Client Investment Associate in Seattle, WA. In this role, you will support Advisors with operational tasks, facilitating client relationship management, and offering investment solutions tailored to client needs. The ideal candidate...
$75k - $100k
...relationships with leaders in private-sector and purpose-driven... ...research, listens closely, and asks insightful questions? Follows through... ...Is excited about connecting client-side changemakers with the... ...What You’ll Do Relationship & Market Engagement Build relationships...PrivateImmediate start- A leading financial institution is looking for a Private Client Advisor to focus on affluent clients and provide tailored investment solutions. The role involves growing client relationships, conducting comprehensive financial plans, and collaborating with branch teams...
- JPMorgan Chase & Co. is looking for a Private Client Banker in Renton, Washington. In this role, you will manage the banking relationships of affluent clients, helping them with tailored services to meet their financial needs. You will utilize your ability to foster relationships...Flexible hours
- JPMorganChase in Bellevue, WA is seeking a Financial Advisor to enhance client relationships and deliver tailored investment solutions. The... ...role demands integrity and a strong understanding of financial markets, with a competitive salary and comprehensive benefits set to...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Seattle to deliver personalized financial planning and investment solutions to clients. This role focuses on building client relationships and providing a holistic view of financial needs, utilizing digital innovations...
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