Senior Shareholder Services & Fund Operations Specialist
Russell Tobin
Russell Tobin is seeking a Shareholder Services Specialist in New York, NY, to support U.S. and internationally registered funds. This role involves overseeing transfer agent operations, managing production of shareholder communications, and supporting audit requests. The ideal candidate will have a Bachelor’s degree in Finance or Business and at least 5 years of related experience. This position offers exposure to senior stakeholders and various investment products within a collaborative team environment. #J-18808-Ljbffr Russell Tobin
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Shareholder Services & Fund Operations Specialist in New York, NY vacancy
- Cyperus Group LLC in New York is seeking a Mutual Funds / Operations Specialist for the Shareholder Services Team. This hands-on role will require you to oversee transfer agent operations, manage mutual fund activities, and ensure compliance reviews. The ideal candidate...Suggested
$90k - $105k
An investment management firm in New York seeks an organized Operations Specialist for its Shareholder Services team. The role entails coordinating fund distributions, ensuring compliance, and managing operational changes. The ideal candidate will possess 5+ years of experience...Suggested$65k - $75k
We are seeking a Shareholder Services Senior Analyst to join our Fund Services team. This role is responsible for delivering exceptional client service and... ...contributing to daily workflow processes and fund operations. Responsibilities Deliver outstanding client service...SeniorWork at officeLocal area2 days per week$52k - $100k
...seeking an Associate for the Private Equity Team based in New York, NY. This role requires conducting various accounting services for clients and complex funds. Candidates should have a Bachelor's degree in accounting and 5-7 years of experience. The position offers a salary...Senior- Kaufman Rossin is looking for a Tax Financial Services Senior in New York, NY, to deliver tax consulting and compliance services for hedge funds and private equity. Ideal candidates will have a Master’s in Taxation and CPA eligibility along with 3-5 years of relevant experience...Senior
$70k - $80k
...now one of the world’s largest fund administration and middle... ...its ability to reach globally, service locally and provide cross-jurisdictional... ..., and for you As a Senior Business Analyst for Exchange... ...product, sales, and operations teammates to coordinate ongoing...SeniorWork at officeWorldwideApex Group Ltd
New York, NY3 days ago- ...prestigious, performance-driven hedge fund in New York is seeking a hands-on Asset Servicing & Process Innovation executive... ...not only for the day-to-day operational excellence across corporate actions... ...to engage confidently with senior portfolio managers and firm leadership...SeniorFull timeWork at office
- Vice President, Fund Services Ops Collective Investment Services (CIS) Operations Senior Manager Location: Kuala Lumpur, Kuala Lumpur, Malaysia Job Type: Hybrid Job Req Id: 26941935 Overview At Citi, we provide a broad range of financial services and products to clients...Senior
- Baker Tilly Advisory Group, LP in New York seeks a Principal in Managed Services for their Private Equity Practice. You will manage and evolve the Fund Services platform, overseeing operations and driving business growth. The ideal candidate will have over 12 years of...Private practice
$52k - $100k
BNY is seeking an experienced accountant in New York, NY to conduct accounting services for clients and complex funds. Candidates should have a bachelor’s degree in accounting and 5-7 years of experience. Responsibilities include performing Fund/Client Accounting and providing...$120k - $130k
Position Summary Senior Operations Associate to join our Asset and Entity Servicing team. This role will model and maintain CLOs and Private Funds, working closely with traders, client service support, custodian/trustee banks, fund administrators, legal counsel, and credit...SeniorFull timeWork at officeVisa sponsorship- A leading financial services firm is seeking a Vice President in Investment Management Operations to manage operational activities and oversee a team dedicated to client... ...will have extensive knowledge of money market funds and a strong background in managing teams. Responsibilities...
- Weaver, a national accounting firm, is seeking an Audit Senior Associate or Supervisor for their Financial Services team in New York. This role includes in-charge responsibilities on complex audits and management tasks on smaller engagements. The ideal candidate will work...Senior
- As a Sales Operations Manager - Microsoft Funding Specialist, you can expect to… Own and manage Microsoft funding programs, including Enterprise Customer... ..., Delivery, and Finance teams Support software and services revenue operations, including tracking Statements of...Flexible hours
- ...and at least 2 years of relevant experience in leveraged loan operations. Strong communication and relationship-building skills are essential... ...employees can thrive and contribute significantly to client service and operational excellence. #J-18808-Ljbffr JPMorgan Chase &...
- Asset Servicing Senior Operations Analyst-Pune Apply (opens in new window) Job Req Id: 25908727 Location(s): Pune, Maharashtra, India Job Type: Hybrid... ...processing, combined with a solid understanding of hedge fund industry standards and practices Communicates with tact and...SeniorFull time
- Asset Servicing Operations Senior Analyst Individual Contributor - Pune Job Req Id: 25908724 Location(s): Pune, Maharashtra, India Job Type: Hybrid... ...and mitigates risk incoming client responses, customer funding, claims processing, payment allocation and corporate...SeniorFull time
- InforCapital, partnership is seeking a Director of Fund Administration based in San Francisco to oversee investor services and manage client relationships. This senior role demands operational excellence within private markets, overseeing globally distributed teams. Ideal...Remote job
- CCSi in New York seeks a financial services leader to enhance fiscal strategies for human-centered organizations. The role emphasizes collaboration with executive leaders, mentoring staff, and ensuring exceptional client service. Candidates should possess an advanced degree...Senior
- ...strengthen their day-to-day operations, build successful teams, plan... ...apply.* Partnering with the senior/executive leaders of customer... ...evolving policy, regulatory, and funding changes that may impact or... ...opportunities for the organization’s service or growth strategies and...SeniorWork experience placement
- 1211 Guggenheim Credit Services, LLC is looking for a Senior Operations Associate to join our Asset and Entity Servicing team. This role involves modeling and maintaining CLOs and Private Funds while collaborating with various stakeholders in a fast-paced environment....Senior
$125k - $145k
A global investment management firm in New York seeks a professional for fund administration and investment support. Responsibilities include coordinating fund activities, managing data reporting, and ensuring quality compliance in private ratings. Candidates should have...- ...seeking an Associate for the Private Equity Team, located in New York, NY. The role involves conducting accounting services for assigned clients and complex funds, ensuring quality reports, and guiding junior team members. Candidates should have a Bachelor's degree in...
$28 - $33 per hour
Steno Agency, Inc. is seeking a Provider Operations professional to enhance relationships... ...tools and tracking deadlines to maintain service excellence. The ideal candidate has over... ...hour, with opportunities for growth into senior roles. #J-18808-Ljbffr Steno Agency, Inc...SeniorHourly pay$60k - $68k
We are seeking a dedicated and detail-oriented Senior Fraud Operations Specialist to join our Fraud Ops team. In this senior role, you will lead complex... ...data-informed decisions that directly protect Aircall's services and customers. Reporting to our Fraud Operations...Senior$160k - $175k
...Credit and Asset Management Firm Role: Senior Operations Associate Salary: $160,000 - $175,000... ...transactions, including documentation review, funding coordination, and tracking of key deal... ...such as administrators, agents, and service providers Assist with ongoing changes...SeniorShift work3 days per week$140k - $170k
Ponce Bank seeks an experienced leader for deposit operations and loan servicing in New York. The ideal candidate will have a Bachelor’s degree and 7-10 years of banking operations experience, with a focus on compliance and operational efficiency. Responsibilities include...Senior$120k - $160k
...a seamless experience across essential services. We recently raised a $250 million Series... ...product with customers. You’ll serve as the operational bridge between our Sales, Product and... ...you can get in on the ground floor of a funded unicorn startup that’s scaling so fast....SeniorContract workWork at officeLocal areaRelocation$100k - $160k
...deliver a seamless experience across essential services. We recently raised a $250 million Series... ...this mission. About The Role As a Senior Associate on the New Verticals team, you... ...you can get in on the ground floor of a funded unicorn startup that’s scaling so fast. That...SeniorWork at officeLocal areaRelocation$150k - $175k
Client: Global Investment Manager Role: Senior Operations Associate Salary: $150,000 - $175,000/... ...execution of closing documentation, funding coordination, security setup, and ongoing... ...results to third-party loan servicers. Deal Onboarding: Oversee loan and deal...Senior3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Shareholder Services & Fund Operations Specialist. Be the first to apply!
Related searches
- service lot attendant New York, NY
- site services specialist New York, NY
- service advisor automotive New York, NY
- client services associate New York, NY
- toyota service advisor New York, NY
- part time service advisor New York, NY
- guest services associate New York, NY
- community services specialist New York, NY
- member services specialist New York, NY
- environmental service worker New York, NY