Private Client Associate jobs in New York

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IED CLIENT BUSINESS ANALYTICS - ASSOCIATE

Execute on the Institutional Equity Divisions client strategy across client segments, focus areas, and target client sets. Develop, maintain, and share timely analyses and presentations for senior management, desk managers, and s...

CompanyMorgan Stanley
AddressNew York, NY
CategoryRetail
Salary$102K - $129K a year
Job typeFull-time
Date Posted 2 months ago See detail

IED Client Business Analytics - Associate

Morgan Stanley

New York, NY

$102K - $129K a year

Execute on the Institutional Equity Divisions client strategy across client segments, focus areas, and target client sets. Develop, maintain, and share timely analyses and presentations for senior management, desk managers, and s...

Senior Associate – Private Equity Fund Accounting (Hybrid)

Iqeq

New York, NY

$65,000-$105,000

Support IQ-EQ client leads on multiple Private Equity and other investment fund structures within various industries. Work closely with manager, team and support functions to manage client expectations and ensure adherence to time...

Associate, Private Equity Secondaries

Ares Management

New York, NY

$84.7K - $107K a year

Evaluate new investment opportunities by conducting due diligence, researching industries and comparable companies, interviewing fund sponsors, and preparing financial models as part of an underwriting team Conduct quantitative an...

Long Term Private Capital, Investment Associate

Blackrock

New York, NY

$115,000 - $180,000 a year

Support senior investment colleagues in all aspects of an investment, including due diligence, financial review and modeling, valuation, preparation of presentation material for investment committees, transaction execution, value...

Investment Banking Associate - Debt Private Placements- H/F/X

Société Générale

New York, NY

$99,000 - $200,000 a year

Draft detailed pitchbooks for client presentations and for internal marketing. Maintain a record of pitches and keep updated standard pitchbooks for market developments. Conduct analysis and research to identify potential issuer c...

Senior Client Service Associate - Registered

Stifel Financial

New York, NY

$75,000 - $80,700 a year

Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client information and documentation is up to date. Act as a liaison between the branch and service de...

Client Service Associate

Stifel

Fairport, NY

$40,600 - $54,100 a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

Senior Associate, Fund of Funds/Private Equity Accounting

Ss&C Technologies

New York, NY

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans. Your Future: 401k Matching Program, Professional Development Reimbursement. Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid H...

Registered Client Service Associate - NYC

Citi

New York, NY

$78,320 - $109,280 a year

Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citig...

Summer Associate, Client Service, 2025

Alphasights

New York, NY

$14,400 a month

Client service: Utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with y...