Senior Associate, Alternative Investments & Client Ops
Jobtailor
Jobtailor in New York is seeking a Finance Operations Specialist to support the end-to-end lifecycle of alternative investment data. You will prioritize work, guide complex workflows, and serve as a trusted contact for client inquiries, ensuring accuracy and timely processing in line with SLAs. The role requires a Bachelor’s degree in Finance, 2-3 years in financial services, and strong Excel skills to analyze large data sets, spot anomalies, and produce reliable reporting for fund #J-18808-Ljbffr Jobtailor
Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Senior Associate, Alternative Investments & Client Ops in Florida, NY vacancy
- ...Build relationships with wealth management clients, serving as a trusted point of contact... ...platform updates, translating complex alternatives data into actionable insights Support... ...end-to-end lifecycle of alternative investment data, including capital call and distribution...Senior
- BNY Mellon is seeking a Senior Associate, Client Operations - Core Clearing Client Processing to join our Global Clearing Operations team in Lake Mary, FL. The role involves resolving complex client issues, providing analytics, and participating in innovative product development...Senior
- BNY is seeking a Senior Associate in Client Operations located in Lake Mary, FL. The role involves resolving complex client issues, providing analytics, and ensuring effective processing of transactions. Candidates should have relevant experience and education, preferably...Senior
- Senior Associate, Client Operations - Core Clearing Client Processing We're seeking a future team member for the role of Senior Associate, Client Operations - Core Clearing Client Processing to join our Global Clearing Operations team. This role is located in Lake Mary...SeniorWork experience placement
- Associate, Client Processing Representative I - Global Clearing Ops Location: Lake Mary, FL. Responsibilities Apply expertise and judgment in providing quality and complex client service and support to internal and external clients on a daily basis, including phone interaction...SuggestedWork experience placement
$165k - $200k
...Bank is seeking a seasoned professional to manage high net worth client relationships, responsible for retention and growth. The ideal... ...Wealth Management, coordinating a team of Banking, Trust, and Investment professionals to meet client needs. With a base salary range of...SeniorU.S. Bank
Florida, NY1 day ago- ...Management LLC, based in the Town of Florida, NY, seeks a Portfolio Manager responsible for overseeing investment strategy and portfolio management for dedicated clients. This role involves leading a team to deliver consistent, risk-adjusted returns and supports client...Senior
$70k
Citi is seeking a Senior Wealth Relationship Advisor in New York to deepen relationships with existing clients, manage client follow-ups, and ensure compliance with regulations... ..., responding to referrals, and making investment recommendations. The ideal candidate will...Senior$100k
...Planner (CFP®) to conduct in-depth assessments and develop strategic financial plans for high-net-worth clients. The ideal candidate will have expertise in investment management, tax strategy, and estate planning, alongside proficiency in financial planning software....SeniorFull time$52k - $65.2k
Specialist, Client Service Management I - Wealth Services Ops Location: Lake Mary, FL At BNY, our culture allows us to run our company better and enables... ...financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting‑edge AI...Temporary workWork experience placementWorldwideFlexible hours- Edward Jones in the United States is seeking a Senior Branch Office Administrator (Sr. BOA) to provide administrative support to a financial advisor or a team of advisors. You will work with clients, manage accounts, and help ensure a positive client experience while contributing...SeniorWork at office
- Specialist, Client Processing II - Global Clearing Ops Lake Mary, FL We’re seeking a future team member for the role of Specialist, Client Processing II... ...client response. Escalates more complex situations to senior colleagues. Integrates area knowledge with...Work experience placement
- Overview Senior Specialist, OPS Business Technology Liaison — At BNY, our culture allows us to run... ...we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting... ...technologies to collaborate with clients, driving transformative solutions that...SeniorWork experience placementWorldwideFlexible hours
- Tom Trese is seeking a mid to senior-level Associate for their Land Use and Zoning Practice in Ft Lauderdale, Florida. The successful candidate... ..., and regulatory compliance, while working closely with clients to navigate governmental processes. Strong analytical and communication...Senior
- Selby Jennings is seeking a Restructuring & Office of the CFO Senior Associate to join their team. This role focuses on financial modeling, budgeting, and supporting private equity clients to achieve sustainable performance improvement. Responsibilities include developing...SeniorWork at office
- The People Of: Professional Services in South Florida seeks a Senior Associate Attorney specializing in Public Company M&A. The ideal... ...transactions, mentor junior staff, and directly engage with clients. This role requires a Juris Doctor and 6-8+ years of M&A experience...Senior
- ...Title: Restructuring & Office of the CFO Senior Associate Location: Houston, TX - San Francisco,... ..., NY - Miami, FL Remote/hybrid Our client is looking to expand their growing team... ..., FP&A, Corporate Finance, Accounting, Investment Banking, Consulting, etc.) Experience...SeniorWork at officeRemote workFlexible hours
- Senior Associate Attorney - Leveraged Finance / Private Credit Advert Code... ...private credit funds, and alternative lenders. The team handles a... ...collaborate directly with clients and counterparties, and... ...mezzanine and subordinated debt investments, including preferred equity...Senior
- SENIOR ASSOCIATE, CAAS (CLIENT ACCOUNTING & ADVISORY SERVICES) At Carr, Riggs & Ingram, your career path is just that—yours. We are strong believers in the notion that your career should adapt to and integrate into your life and not the other way around. We invite you...SeniorTemporary workH1bFlexible hours
- ...we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting... ...technologies to collaborate with clients, driving transformative solutions that... ...seeking a future team member for the role of Senior Associate to join our ETF Service Delivery Team....SeniorWork experience placementWork at officeWorldwideFlexible hours
$50k - $70k
The Senior Specialist, Client Success supports the design, development, and delivery of client training and education materials that enhance client experience, drive adoption, and promote client self‑sufficiency. This role contributes to blended learning solutions tailored...Senior- Senior Specialist, Client Processing Location: Lake Mary, FL. Responsibilities Ensure all service level agreements are met on a daily basis for each assigned task within Pershing EOP. Review account opening requests and account update requests via NetX to ensure all...SeniorWork experience placementLocal area
$88k - $150k
...allow my colleagues to spend their time and energy serving our clients." "What I love most about my role at Hagerty is the... ...to support their recovery. Position Summary: The Recovery Senior Managing Associate will help lead and manage operations within our Recovery division...SeniorFull timeTemporary workWork at officeLocal areaImmediate startFlexible hours- Senior Associate, Client Processing BNY is a leading global financial services company that enables employees’ growth and success while driving transformative solutions worldwide. Location: Lake Mary, Florida (4 days in office per week). Responsibilities Provide complex...SeniorWork experience placementWork at officeLocal areaWorldwideFlexible hours
- Exchange Traded Funds - Senior Specialist, Fund/Client Accounting Lake Mary, FL Responsibilities Conduct accounting services for assigned clients and moderately complex funds, including determining net asset values (NAVs), calculating fund performance, allocating expenses...SeniorWork experience placementFlexible hours
- Job Description We are seeking a Senior Specialist to join our Middle Office Operations... ...ensuring accurate and timely delivery of client and operational outputs in line with... ..., IBOR, accounting services, or related investment operations disciplines. Good knowledge...SeniorWork at officeFlexible hours
- ...operational efficiency Support strategic initiatives, including investment evaluations, cost optimization, and business case development... ...partner with cross-functional stakeholders and influence at the senior leadership level Experience leading teams and developing...SeniorTemporary work
- ...we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting... ...technologies to collaborate with clients, driving transformative solutions that redefine... ...a future team member for the role of Senior Specialist, Client Processing to join our...SeniorWork experience placementWork at officeImmediate startWorldwideFlexible hours
- Overview SENIOR SPECIALIST, MIDDLE OFFICE OPERATIONS At BNY, our culture allows us to run... ...accurate and timely delivery of client and operational outputs in line with service... ..., IBOR, accounting services, or related investment operations disciplines. Good knowledge...SeniorWork at officeFlexible hours
- Senior Associate Attorney - Corporate Transactional Job Openings Senior Associate Attorney - Corporate Transactional About the job Senior Associate... ...requires employees to be on-site five days a week at our client's Palm Beach Gardens, FL office. Note: You must have 6+ years...SeniorWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Associate, Alternative Investments & Client Ops. Be the first to apply!
Related searches
- front desk associate Florida, NY
- process associate Florida, NY
- publishing associate Florida, NY
- community engagement associate Florida, NY
- care management associate Florida, NY
- selling associate Florida, NY
- floor associate Florida, NY
- gym associate Florida, NY
- online associate Florida, NY
- team associated Florida, NY