What You'll Be Doing: The Alternative Investment Client Service Specialist is responsible for supporting Stifel...’s alternative investment business through superior product support to advisors and fund partners. This includes interacting...
is looking to hire an alternative investment internal specialist to support a new series of accredited investor focused offerings created... as needed. Qualifications 5+ years of experience working within the alternative investment industry in a client facing capacity (e.g...
. This position will require a deep understanding of financial markets, investment products, and exceptional client relationship... asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment...
. Partner with and support our distribution and client service teams to cultivate and support new business opportunities... and to service our existing institutional client base. Position and prioritize product suite and collaborate with Head of Fixed...
for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor.... Client Relations Provide superior client service by answering client inquiries and assisting clients with technical issues...
Client-facing, customer service expertise including effective and professional oral and written communication..., while managing all surrounding operational logistics. Position Overview GLG's Production Specialist leverages GLG's core asset...
for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor... accounting, partnership tax, investment company accounting and financial reporting. This role requires interaction and oversight...
: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise... information into entity database. Facilitate the annual review and updating of Inter-Company Service Agreements. Compile...
: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise... to audit and client management. Propose and facilitate viable solutions to issues identified and refines and recommends...
Relationship Management teams are receiving required client service levels. The ideal candidate will have an understanding of GIPS... to internal and external client inquiries. Inquires may be related to unexpected investment portfolio performance results. Analyst...
for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor... documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic...
for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor... agreements Partner with Fiduciary Counsel on client related matters, providing legal support as necessary Qualifications...
: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise... diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative...
for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor... a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the...
) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership... to offer an opportunity to learn about a career in Private Banking and Investment Management. Participants will receive assistance with resume...
themes and risks. Has a blend of both investment acumen and client service experience or has the strong potential... to be in a client investment specialist role, with a potential path to ultimately become a dedicated Client Portfolio Manager...
but not limited to discussions surrounding our service offerings Investment Execution Coordinate all core portfolio activities... with 3rd party service providers Troubleshoot client account issues such as portfolio reporting/activity, client...