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Seeking an Operations Associate to support Clients Advisory, Operations and Investor Relations.
Responsible for autonomous oversight of an assigned portfolio of Project Finance transactions with a mix of agency, bilateral and syndicated accounts covering thermal power, renewable power, infrastructure, oil & gas and mining industries. Duties include performing agency services and conducting independent analysis of credits, contracts, cash flow and budgets for the purpose of recommending approval
The Associate will be responsible for ensuring that the day-to-day financial activity is accurately reflected on phase 3, identifying and resolving any and all discrepancies, while maintaining timely and accurate reporting to senior management.
The consultant will be responsible for supporting the Counterparty Risk Analysis team covering Project Finance, Real Estate, and Securitizations.
The consultant will be responsible to assist the transformation of their clearing infrastructure. The client is transforming their equities clearing and stock borrow infrastructure and is looking to bring an operations consultant to guide the process.
Commercial real estate development firm seeks Vice President of Asset Management to join their growing firm in Boston, MA.
The Marketing Operations Specialist will support the team in enhancing efficiency and effectiveness across marketing operations for the US, Canada, and Latin America. Responsibilities include optimizing workflows, impoving governance and vendor management, enrsuring compliance with protocols, and supporting strategic intitatives such as budget management and organizational communications.
This individual will be responsible for assisting portfolio managers in the transition of accounts to the new investment platforms.
The Loan Administrator is responsible for the accurate and timely administration and servicing of the Bank's loan portfolio. They ensure that daily operations adhere to state and federal laws, regulations, and the Bank's lending policies.
The consultant will be a part of the reconciliations team within the Operations Department. The role requires someone who is capable of timely and accurate reconciliations.
The Wealth Services Analyst will be the point of contact for all investment operations related inquiries.
The Assistant Vice President on the Private Equity Deal Closing team will provide middle office support and be the point of contact on deals executed by the Private Markets team. They will manage each deal ensuring due diligence, documentation and all operational requirements are in place for closing.
The Investor Services Associate will be responsible for managing the day to day operational investor onboarding and data management process as well as providing excellent customer service.
The consultant will prepare comprehensive market documentation for new fund launches, existing funds, and updates to market accounts of existing funds.
This role will primarily focus on managing investor data within the CRM (Salesforce), handling investor onboarding processes, and responding to investor inquiries. The ideal candidate will have extensive experience in the financial services industry, particularly in sales operations, metrics/reporting, or investor onboarding, and must be proficient in Salesforce.
The Operations Consultant will be working within the Middle Office team, providing client support over the course of a trade life-cycle.
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