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14 Days Ago
New York, NY, USA
Mid level
Mid level
Fintech • Software
The Client Success Relationship Manager, Director will manage relationships with customers in the financial services sector, leveraging a consultative approach to enhance customer experience and maximize their return on investment. Responsibilities include account prioritization, relationship development, strategic oversight, and collaboration with internal teams to ensure customer satisfaction and growth.
14 Days Ago
San Antonio, TX, USA
Mid level
Mid level
Fintech • Software
The Senior Associate in Fund Accounting will handle financial accounting and reporting for various real estate properties. Responsibilities include reviewing lease agreements, ensuring timely recording of property transactions, assisting in purchase and sales activities, and supporting financial information needs for debt management and forecasting cash flows.
Top Skills: Excel
14 Days Ago
New York, NY, USA
Senior level
Senior level
Fintech • Software
As the Director of Private Markets, you will manage client relationships, coordinate deliverables, oversee accounting for private equity funds, guide staff, and participate in new business discussions. You will also ensure compliance with fund documents and prepare financial reports, managing the year-end audit process effectively.
Top Skills: Accounting
14 Days Ago
Remote
North Carolina, USA
80K-90K Annually
Junior
80K-90K Annually
Junior
Fintech • Software
The Account Executive will identify and build relationships with investment bankers, leveraging solution selling techniques to drive the sales process and close deals. Responsibilities include developing sales strategies, researching industry trends, maintaining a strong sales pipeline, and leading cross-functional teams to meet key performance indicators in a dynamic team environment.
14 Days Ago
Denver, CO, USA
Entry level
Entry level
Fintech • Software
The Associate Fund Accountant calculates net asset values (NAV) of funds and performs various accounting functions to ensure the accuracy of fund prices. Responsibilities include reconciliation of trial balances, preparing fund reports, and maintaining relationships with internal clients, ensuring deadlines are met and discrepancies are resolved.
Top Skills: Excel
14 Days Ago
4 Locations
85K-155K Annually
Senior level
85K-155K Annually
Senior level
Fintech • Software
As the Associate Director, Hedge Fund Tax, you will lead a team in managing client relationships, oversee the preparation of federal and state tax returns for hedge funds, and ensure compliance with tax laws. Responsibilities include reviewing tax estimates, reallocations, and performing tax research, while mentoring team members and maintaining the tax calendar.
Top Skills: Excel
14 Days Ago
Remote
Texas, USA
Entry level
Entry level
Fintech • Software
The Investor Services Blue Prism Developer will analyze business processes for automation opportunities, design and configure Blue Prism solutions, document processes, support existing automation, and mentor colleagues. The role involves communication with technical and non-technical stakeholders, and solving issues related to Blue Prism processes.
Top Skills: Blue PrismVisual Basic
14 Days Ago
2 Locations
Senior level
Senior level
Fintech • Software
The Manager, Tax - Hedge Funds will oversee the review of federal and state partnership tax returns, tax estimates, and documentation for hedge fund clients. Responsibilities also include maintaining tax calendars, responding to tax notices, supervising a tax team, and performing tax research related to various laws and regulations.
Top Skills: GosystemsExcel
14 Days Ago
New York, NY, USA
59K-95K Annually
Entry level
59K-95K Annually
Entry level
Fintech • Software
The Associate in Investor Services will manage investor transactions for fund clients, ensuring accuracy and timely processing. Responsibilities include monitoring bank accounts, processing subscriptions and redemptions, preparing transaction reports, and communicating with investors and fund management.
Top Skills: Excel
14 Days Ago
Dallas, TX, USA
Junior
Junior
Fintech • Software
As a Senior Associate in Private Equity Tax, you will prepare and review federal and state partnership tax returns, calculate foreign tax withholding, and prepare tax estimates and projections. You'll work with Go System RIA and maintain compliance with foreign reporting requirements.
Top Skills: ExcelGo
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