Advise investment team on regulatory compliance matters, including conflicts of interest ... finance teams * Enhance and maintain effective trade surveillance program to ensure compliance with ...
Act as a trusted advisor to referring partners, maintaining strong connections built on exceptional ... Gain potential ownership and long-term financial rewards, aligning your success with the company ...
Reporting to the Head of Fund Administration, you will serve as a key tax advisor for our U.S ... Financial instruments and transactions related to fund investments, /including: * Fixed income and ...
... financial services companies. Why do we stand out in technology staffing? We listen and act as advisors for our candidates on how they can best add value, find interesting projects, and pave a path ...
Develop and maintain strong relationships with advisors, intermediaries, and portfolio company executives. Qualifications * Education : Bachelor's degree in Finance, Economics, Business, or a related ...
... sub-advisers. * Support development of reporting associated with Fiduciary activities to ... Minimum 5 years within or related to financial services Skills and Knowledge * Knowledge of OCC Reg ...
Act as an advisor to UAS staff on all QA and compliance issues related to the UAS project. * Attend ... FINANCE ● Practice Management ● Clinical Operations ● Administrative Support ● Reception ...
It is a registered investment adviser under the Investment Advisers Act of 1940. Primary Responsibilities: * Execute orders across a variety of financial instruments, including bonds, bank loans ...
Monitor, analyze, and synthesize recent news, financial and academic research, and economic data ... About Global X Global X is the investment adviser to the Global X Funds and a New York-based ...
... party advisors including management consultants, lawyers, and accountants * Research and evaluate new areas including creating financial models and conducting business diligence * Conduct due ...
... with finance leaders and C-level executives. * Customer Relationships : Cultivate and maintain long-term relationships with clients, acting as a trusted advisor for their cash flow needs
... the financial advisory firm. The Managing Director will play a pivotal role in driving sales ... Serve as a trusted advisor to investors, providing insights into market opportunities and trends
Facilitate relationships between customers and financial services advisors- ensuring the best fit * Qualify leads and build relationships with customers to ensure an excellent experience is had ...
In this position, you'll build and lead a team of service-minded Managers, Opticians, and Advisors ... Execute and improve all operational activities to meet your store's financial targets and customer ...
Advise clients on new digital marketing opportunities and trends * Understand clients' businesses ... Financial services experience is a plus
Capitalizing on the firm's financial acumen and technology prowess, Cantor's portfolio of ... Support the Cantor Investment Banking Division & Structured Products Group by advising on legal ...
Coordinate (with CDO) and update the joint work list and manage use by the new advisors (quarterly ... Six-years+ of financial services industry experience. Superior meeting facilitation and ...
Participate and advise in new business/operational initiatives * Provide guidance on current and ... Facilitate improvement of the payment transaction process by interacting with providers and finance ...
Lead the assessment and modeling of US and international tax legislation impacts, advising ... with financial supply chains and transfer pricing--Able to work in a deadline-driven ...
... financial insights, handle work allocation and staffing, support client value initiatives, and otherwise support the practice's business needs and operations. As a trusted advisor and "chief of staff ...
Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor ... or a similar role, preferably in financial services or a global organization. * Strong ...
Having experience at a financial services organization or brand/advertising agency, with a strong ... This role involves strong collaboration, teamwork, and being a trusted advisor to our partners and ...
... in the financial services, fintech, and capital markets. This organization is built on ... Build and maintain strong client relationships, acting as a trusted advisor. * Lead brainstorming ...
... advisor for any existing and new services. · Ensure availability as and when required by the ... Revenue & Margin: · Complete knowledge of business and financial acumen in dealing with ...