administrative assistant/scheduling coordinator - asset management firm (# 3515278)

asset & wealth management - software engineering - vice president - new york

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administrative assistant/scheduling coordinator - asset management firm (# 3515278) Jobs in New York

administrative manager

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asset & wealth management - software engineering - vice president - new york Jobs in New York

asset management alternatives product owner executive director

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><b><br>
Team Summary:</b><br>
The candidate will join the Global Alternative Investment Solutions (GAIS) Product team. The GAIS Product team is responsible for developing industry-leading, differentiating capabilities, including end-to-end simplification and scaling of the Alternatives platform - by leveraging advanced technologies such as artificial intelligence (AI) and data analytics. The team&rsquo;s role spans the full lifecycle of transformation&mdash;vision, strategy, end-to-end operating models, business case development, roadmap planning, and execution.</p><p>
</p><p><b>Job Summary:</b><br>
GAIS is seeking a strategic and results-oriented Product Owner to lead the development, enhancement, and scaling of portfolio management capabilities for our Alternatives businesses, including Private Equity Group (PEG), JP Morgan Alternatives Asset Management (JPMAAM), and Wealth Management Private Investment Portfolio Solutions (PIPS). This role will focus on delivering innovative, AI-powered portfolio-of-fund solutions for institutional and private banking clients, partnering closely with business, technology, operations, and client-facing teams to drive product excellence and business growth.</p><p>
</p><p><b>Job Responsibilities:</b><br>
The ideal candidate leverages a commercial mindset, demonstrates superior analytical skills, and is an effective change leader.</p><ul><li><b>
Define Portfolio Management Product Vision &amp; Strategy</b><ul><li>
Set the product vision by aligning client needs with business objectives. Assess the current state&mdash;including product offerings &amp; capabilities, regional variations, and areas for improvement&mdash;and define the desired end state, target operating model, and product roadmap. Execute the plan.</li><li>
Develop and maintain a deep understanding of client needs, market trends, and the competitive landscape&mdash;including vendor, fintech and AI-driven offerings&mdash;to guide product direction and capability development.</li><li>
Develop robust business cases for new initiatives (including build vs. buy), including thorough cost-benefit analyses and present these cases to senior leadership and stakeholders to drive informed decision-making and optimal resource allocation.</li></ul></li><li><b>
Product Development &amp; Delivery</b><ul><li>
Deliver via agile/JPM disciplines, including annual and quarterly investment plans and execution of planned milestones; provide timely reporting of forecasted variances to plan with risk mitigation as required.</li><li>
Drive user-centric design by building and testing low-to-mid fidelity prototypes, ensuring technical requirements align with user workflows before moving into full-scale development.</li><li>
Leverage objectives and key results (OKRs) to drive understanding, agreement and realization of commercial benefits. Establish and track key performance indicators (KPIs) to measure product success, client satisfaction, and business impact.</li><li>
Lead and coach product managers, design, and technology team members to achieve results across the product development lifecycle: current state usage &amp; performance, feedback gathering, prioritization, execution, and communication of enhancements.</li></ul></li><li><b>
Client Focus</b><ul><li>
Champion the voice of the client, ensuring solutions meet the evolving needs of institutional and private banking clients.</li><li>
Partner with client-facing teams to support product positioning, training, and ongoing client engagement.</li></ul></li><li><b>
Stakeholder Management, Governance &amp; Risk</b><ul><li>
Serve as the primary point of contact for portfolio management capabilities across Alternatives lines of business, legal, risk, and compliance.</li><li>
Establish and lead governance cabinets to oversee product development, ensure alignment with strategic objectives, facilitate cross-functional decision-making, and maintain adherence to regulatory and risk management standards.</li></ul></li></ul><p><b>
Required qualification, capabilities and skills:</b></p><ul><li>
Bachelor&rsquo;s degree required</li><li>
10+ years of experience in asset/wealth management, alternatives, product management, or related fields.</li><li>
Deep understanding of alternative investment products, portfolio management, and fund-of-funds structures.</li><li>
Proven track record of leading product development initiatives in complex, matrixed organizations.</li><li>
Excellent interpersonal skills with the ability to build strong relationships, manage stakeholders effectively, and influence partners.</li><li>
Ability to grasp complex concepts and explain them to others in a clear and concise manner.</li><li>
Experience working with technology and data teams to deliver scalable solutions.</li><li>
Knowledge of regulatory and risk considerations in portfolio management.</li></ul><p>
</p><p><b>Preferred qualification, capabilities and skills:</b></p><ul><li>
Advanced degree (MBA, CFA, CAIA) preferred</li><li>
Experience with private markets, hedge funds, real assets, or other alternative investment strategies.</li><li>
Familiarity with portfolio management platforms, data analytics, and digital client solutions.</li><li>
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities.</li></ul><p>
</p><p></p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Asset Management - Alternatives Product Owner - Executive Director

<div><b>JOB DESCRIPTION</b><p><br>
Be part of a team at the forefront of Data &amp; Analytics, where your leadership will shape strategies that turn data into measurable business outcomes. As an Executive Director Data Owner within Connected Commerce, you will spearhead key initiatives to make data a trusted, product-ready asset&mdash;accelerating business development, fueling growth, and elevating the Chase customer experience.</p><p>
You will be central to the firm&rsquo;s push for enabling faster innovation by ensuring data is high-quality, well-governed, and protected&mdash;and ready to power AI and next-generation product experiences. In close partnership with product leaders, you&rsquo;ll define and deliver data that meets rigorous quality, risk, and control standards, while collaborating with Analytics leaders to unlock value through advanced analytics and scalable insights.</p><p>
As an Executive Director, Data Owner at JPMorganChase within Connected Commerce, you will serve as a subject matter expert in data publishing, governance, and consulting for distinct domains, coordinating between providers and consumers to ensure business data is well-understood, fit for purpose, AI-ready, and seamlessly integrated into business and analytics platforms. You will shape and drive the strategy for elevating data quality, lineage, metadata, and usage across the domains, while acting as a Product Owner for your data&mdash;defining the roadmap for data availability, prioritizing delivery, and ensuring measurable outcomes for stakeholders with the data that you publish. You will also be accountable for identifying, assessing, and mitigating data risks across the full data lifecycle, ensuring compliance with firmwide policies, standards, and controls requirements.</p><p>
Grow your career in a high-impact environment that rewards innovation, strategic thinking, and continuous learning&mdash;and where your work will directly influence how the business builds, ships, and scales data-driven products.</p><p><b>
Job responsibilities</b></p><ul><li>
Define and execute a strategy for data development and delivery to support strategic business objectives, operations, advanced analytics, and reporting.</li><li>
Act as Product Owner for data engineering delivery, providing requirements and prioritizing backlogs for data publishing needs.</li><li>
Partner closely with product leaders to advise how data can strengthen initiatives and scale product features.</li><li>
Build and maintain relationships with data delivery partners and consumers, including senior stakeholders across functions.</li><li>
Drive execution milestones, proactively mitigating risks and inefficiencies in the product development lifecycle.</li><li>
Strengthen data foundations for AI by improving metadata across business, technical, and operational dimensions.</li><li>
Enable self-service analytics and AI development by improving dataset visibility, access, and usability.</li><li>
Establish and enforce expectations for data accuracy, completeness, and timeliness, coordinating resources to meet quality requirements.</li><li>
Direct processes to identify, monitor, and mitigate data risks across the data lifecycle, including protection, retention, storage, use, and quality.</li><li>
Support analytics leaders by identifying and enabling data integration into analytics platforms and maintaining metrics and reporting on data health.</li></ul><p><b>
Required qualifications, capabilities and skills</b></p><ul><li>
Formal training or certification on software engineering concepts and 10+ years applied experience</li><li>
10 years of industry experience in a data-related field</li><li>
Deep subject matter expertise in business, product, analytics, or data management</li><li>
Proven experience in data publishing, data governance, and data lifecycle risk management</li><li>
Demonstrated ability to manage delivery across multiple workstreams with varying timelines and cross-functional stakeholders</li><li>
Strong ability to define data roadmaps, prioritize backlogs, and drive measurable outcomes as a data product owner</li><li>
Bachelor&rsquo;s degree required</li></ul><p><b>
Preferred qualifications, capabilities and skills</b></p><ul><li>
Master&rsquo;s degree preferred.</li><li>
Expertise in data management, governance, big data platforms, or data architecture.</li><li>
Excellent interpersonal and leadership skills with the ability to influence at all levels.</li><li>
Understanding of Agile technology development methodology.</li><li>
Strong written and verbal communication skills, with the ability to articulate complex technical concepts to senior audiences.</li></ul>
<b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div>

Executive Director Data Owner - Connected Commerce

<div><b>JOB DESCRIPTION</b><p><b><br>
About Global Real Estate at JPMorganChase Asset Management</b></p><p>
JPMorganChase Asset Management is a global leader in alternatives. Our Global Real Estate platform&mdash;investing since 1970&mdash;manages approximately USD 81 billion with 290+ professionals across the Americas, Europe, and Asia Pacific.</p><p>
</p><p><b>Role overview</b></p><p>
As a <b>Business Strategy &amp; Transformation Vice President</b> within Global Real Estate, you will partner directly with the Global Real Estate Business and Management Team to shape and deliver the platform&rsquo;s highest-priority strategic and operating initiatives. This role is built for someone who thrives in ambiguous problem spaces, can create an executive-grade fact base quickly, and can drive decisions and implementation across senior stakeholders.</p><p>
You will own a portfolio of initiatives spanning strategy, operating model, process improvement, performance management, and change adoption&mdash;from hypothesis through execution.</p><p>
</p><p><b>What you&rsquo;ll do</b></p><ul><li><b>
Lead high-impact transformation initiatives end-to-end</b>: define the problem statement, build the fact base, align stakeholders, set success metrics, and drive delivery against timelines and measurable outcomes.</li><li><b>
Structure and solve ambiguous business problems</b>: develop hypotheses, prioritize analyses, synthesize insights, and translate them into clear recommendations and executable plans.</li><li><b>
Influence senior decision-making</b>: craft compelling executive narratives, business cases, and recommendations; present to platform leadership with clarity and precision.</li><li><b>
Build business cases and quantify trade-offs</b>: lead financial modeling, scenario analysis, and risk assessment to support investment and operating decisions.</li><li><b>
Drive cross-functional execution</b>: coordinate work across investment teams and key partner functions (e.g., Product, Operations, Finance, Technology), proactively removing roadblocks and maintaining momentum.</li><li><b>
Establish performance management disciplines</b>: define KPIs, dashboards, and governance cadences; monitor benefits realization and course-correct as needed.</li><li><b>
Enable leadership communications</b>: prepare briefing materials and talking points for critical internal and external engagements, translating complex topics into crisp, stakeholder-ready messaging.</li></ul><p>
</p><p><b>Who you are
</b></p><ul><li><p><b>Required</b></p><ul><li>
4&ndash;6+ years in top-tier strategy consulting, corporate strategy, transformation, or equivalent experience with ownership of workstreams and senior stakeholder management. Engagement Manager / Project Lead level experience desired.</li><li>
Demonstrated ability to structure problems, build a defensible fact base, and deliver executive-ready storylines (PowerPoint) and analytical outputs (Excel).</li><li>
Strong business judgment with experience developing business cases (modeling, scenarios, risks, benefits).</li><li>
Proven ability to manage multiple priorities in a fast-paced environment and deliver through influence (without direct authority).</li></ul></li><li><p><b>
Preferred</b></p></li><li><p>
Experience in real assets / real estate, private markets, or asset management (investment platforms, fund structures, client/product considerations).</p></li><li><p>
Advanced degree (MBA/Master&rsquo;s) a plus.</p></li></ul><p>
</p><p><b>What success looks like (first 6&ndash;12 months)</b></p><ul><li>
Establish a clear view of the platform&rsquo;s top strategic priorities and translate them into a sequenced roadmap with governance, milestones, and measurable KPIs.</li><li>
Deliver 2&ndash;4 material initiatives (e.g., operating model/process redesign, KPI/performance management, decision governance, technology-enabled improvements) with demonstrable impact and senior stakeholder buy-in.</li><li>
Become a trusted partner to leadership known for clarity, pace, and high-quality output.</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><p><br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</p></div>

Global Real Estate - Business Strategy & Transformation - Vice President

Ryantech LLC

<p>Here is the Job Description:</p><p>Job Title: Product Owner &ndash;Luxury Manufacturing Domain</p><p>Location: New York, NY (Hybrid)</p><p>Duration: Long-Term Contract</p><p>role on C2C / W2</p><p>Role Overview</p><p>We are looking for a Senior Product Owner with strong manufacturing domain expertise, ideally from luxury jewelry, watches, precious metals, or high-end craftsmanship environments.</p><p>Required Skills:</p><p>10+ years as Product Owner / Senior Product Owner</p><p>Strong experience in Manufacturing / Industrial environments</p><p>Hands-on expertise with MES and/or ERP systems</p><p>Experience in Luxury Jewelry / High-End Manufacturing / Watches domain</p><p>Strong client-facing stakeholder management skills</p><p>Agile / Scrum delivery experience</p><p>JIRA / Confluence expertise</p><p>Excellent communication with executive stakeholders</p><p>Work Location: Hybrid remote in New York, NY 10040</p>

Product owner (Manufacturing domain)

<div><b>JOB DESCRIPTION</b><p><br>
Wealth Management, Lending Product Owner</p><p>
</p><p>As a Lending Product Owner in Wealth Management, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
</p><p><b>Job Description:</b></p><p>
You will need to be outcome focused and foster an environment of continual innovation based on data interpretation, customer / stakeholder interviews and adopting latest digital technologies to enhance client experience and maximize profitability. Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.</p><p><b>
Job Responsibilities:</b></p><p>
Develops a product strategy and product vision that delivers value to customers.</p><ul><li>
Manages discovery efforts and research to uncover customer solutions and integrate them into the product roadmap.</li><li>
Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition.</li><li>
Lead agile ceremonies such as sprint planning, daily stand-ups, and retrospectives.</li><li>
Leads the Product Testing &amp; Release management strategy.</li><li>
Lead, mentor, and support a team of product analyst/associates, fostering their growth and development.</li><li>
Facilitate collaboration and communication within the scrum teams and with other departments.</li><li>
Act as the primary point of contact for product-related queries and updates.</li><li>
Continuously improve processes to enhance productivity and product quality.</li><li>
Utilize design thinking methodologies to help de-risk product investments by validating assumptions early and iterating based on user feedback.</li></ul><p><b>
Required Qualifications, capabilities &amp; skills:</b></p><ul><li>
Graduate / Post-Graduate, with a minimum of 5-10 years of experience in Banking / Financial Services of which at least 3 should be in a similar role &amp; profile.
</li><li>Expertise in defining, building out product strategy and roadmap and Strong prioritization skills.</li><li>
Advanced knowledge of the product development life cycle.
</li><li>Data &amp; Tech Literacy - Leverages data analytics and digital skills to create new insights and deliver well designed applications that together support business transformation.</li><li>
Market &amp; Product Knowledge - Demonstrates a thorough understanding of our products, systems and end to end processes, and keeps abreast of market and industry trends.</li><li>
Continuous Improvement - Applies innovation and design thinking techniques to continually challenge and improve the efficiency, scale, and resilience of our operating platform.</li></ul><p><b>
Preferred Qualifications, capabilities &amp; skills:</b></p><ul><li>
Influencing skills to manage a variety of stakeholders from different functions</li><li>
Team player who proactively shares knowledge and information within and outside the function</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Wealth Management, Lending Product Owner

Brookfield

<div>
 <strong>
  Location
  <br/>
  <br/>
 </strong>
 Brookfield Place New York - 225 Liberty Street, 8th Floor
 <br/>
 <br/>
 <strong>
  Business - Global Client Group
  <br/>
  <br/>
 </strong>
 Brookfield is one of the world&rsquo;s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield&rsquo;s Global Client Group provides insights and solutions designed to meet the evolving needs of a diverse group of investors around the world. GCG also manages institutional relationships, strategic partnerships and raises capital for Brookfield&rsquo;s various private funds and Affiliate Managers.
 <br/>
 <br/>
 <strong>
  Brookfield Culture
  <br/>
  <br/>
 </strong>
 Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
 <br/>
 <br/>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
 <br/>
 <br/>
 <strong>
  Job Description:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   The Global Client Group is seeking an Analyst / Associate &ndash; Credit &amp; Multi-Asset Solutions, Fundraise Management, to work with the Brookfield&rsquo;s Credit and Investment Solutions platforms on a range of activities including assisting with the development and management of new credit solutions/strategies as well as supporting marketing and fundraising activities across Brookfield&rsquo;s existing credit products.
  </li>
  <li>
   The successful candidate will support the team leading the project management of the multi-asset and asset-based finance strategies on all product management, strategy and client proposal initiatives across commingled funds, single sector separately managed accounts and multi-asset proposals
  </li>
  <li>
   Strategize and draft strategic client proposals across credit and multi-asset solutions, including building model portfolios, creating client presentations and incorporating market intelligence into tailored messaging.
  </li>
  <li>
   Create and compile strategy-specific marketing materials, including offering memoranda, investor presentations and other documents related to our strategies.
  </li>
  <li>
   Project manage all deliverables during fundraising such as coordinating client calls, meetings and on-sites to advance investor due diligence processes and interest
  </li>
  <li>
   Assist facilitation of key decisions throughout fundraising process with all stakeholder groups - Marketing, Client Relationship Management, Investor Relations, Legal, Compliance, Finance &amp; Operations and the Investment Teams.
  </li>
  <li>
   Be a source of information and advisor for Brookfield&rsquo;s product offerings, the offerings of our key competitors and market in general.
  </li>
  <li>
   Develop a strong understanding of the institutional landscape and the preferences, styles and requirements for credit investors broadly across key regions and investor types.
   <br/>
   <br/>
  </li>
 </ul>
 Qualifications Required:
 <br/>
 <br/>
 <ul>
  <li>
   Undergraduate degree in finance, business, economics, or another relevant discipline.
  </li>
  <li>
   Experience Required: 1-4 years of experience in investor relations, fundraising and/or investment in private markets, with a preference for candidates with direct experience in alternatives
  </li>
  <li>
   Excellent PowerPoint and excel skills. The ability to manipulate and summarize data sets is important.
  </li>
  <li>
   Strong written and verbal communication skills.
  </li>
  <li>
   A team approach and a &ldquo;can do&rdquo; attitude.
  </li>
  <li>
   Ability to be a &ldquo;self-starter&rdquo; with intellectual curiosity and honesty.
  </li>
  <li>
   Experience in high volume processes and technology enabled solutions.
   <br/>
   <br/>
  </li>
 </ul>
 Salary: $105,000 - $150,000
 <br/>
 <br/>
 Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.
 <br/>
 <br/>
 Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.
 <br/>
 <br/>
 We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
 <br/>
 <br/>
</div>


Analyst / Associate, Credit & Multi-Asset Solutions, Fundraise Management

Goldman Sachs

<div><div><div><div><div><div><div><p><b>Goldman Sachs Asset &amp; Wealth Management:</b></p>
<p>
A career with Goldman Sachs Asset &amp; Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world&rsquo;s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset &amp; Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.</p>
<p><b>
Our Impact</b></p>
<p>
Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. GSAM Client Solutions Group (CSG) works to develop and execute thoughtful investment solutions for institutional clients across the globe. Our diverse institutional client base includes corporate and public pension funds, foundations and endowments, insurers, financial institutions and governments.</p>
<p>
CSG markets GSAM's investment products and services to institutions, financial intermediaries and advisors. The focus is on building and maintaining long-term client relationships and communicating key themes from the firm's leading investment professionals. CSG provides investment solutions across all major asset classes (e.g., fixed income, equities and alternatives) and products including mutual funds, ETFs, separate accounts and alternative investments.</p>
<p><b>
Description:</b></p>
<p>
This professional will be responsible for working collaboratively to create, implement, and manage an industry leading suite of business development programs for the GSAM Client Solutions Group (CSG) in the Bank, Independent Advisor, Broker-Dealer, RIA, Retirement, Institutional, and International Channels. This position reports to GSAM&rsquo;s CSG Global Head of Business Strategy and represents the opportunity to work closely with CSG external/internal sales professionals/managers and financial professionals in a consultative and collaborative fashion.</p>
<p>
Qualified candidates should have a proven track record of successfully developing and implementing professional development, practice management, and training programs for financial advisors and financial intermediary sales professionals. Candidates must possess strong interpersonal skills, experience delivering engaging educational content, workshops, and presentations, and the ability to concurrently manage multiple initiatives and projects that involve a variety of disciplines. The candidate should be a self-starter and have an entrepreneurial spirit.</p>
<p><b>
Responsibilities:</b></p>
<ul><li>
Work collaboratively with the Business Strategy Team to develop, refine, and manage the suite of practice management programs, team development programs, and sales development programs for financial advisors/professionals and institutional clients. These clients are located in the US, EMEA, &amp; Asia.</li><li>
Coordinate with internal/external CSG sales/service to source new business and coordinate with client-advisors to ensure timely completion of projects and deliverables.</li><li>
Assist in conducting training/coaching programs for select GSAM intermediary clients designed to help them be better practitioners and professionals e.g., grow their business, better serve clients, enhance their skills.</li><li>
U.S. based.</li></ul>
<p><b>
Qualifications:</b></p>
<p>
REQUIRED EXPERIENCE/SKILLS:</p>
<ul><li>
Strong interpersonal and business analysis skills</li><li>
Understanding of business practices materials used by financial advisors and institutions</li><li>
Wealth management industry experience (10-15+ years), particularly working with financial advisors and institutions affiliated with Independent firms, Bank/Trust organizations, RIA, and Broker-Dealer firms.</li><li>
Strong public speaking skills</li><li>
Bachelor's degree</li></ul>
<p>
PREFERRED EXPERIENCE/SKILLS:</p>
<ul><li>
Experience as a financial advisor, or internal/external Sales professional</li><li>
Experience as an Executive Coach</li><li>
Direct coaching experience with financial professionals</li><li>
Industry-recognized designation: CFA, CFP, CIMA, ICF Coach</li></ul>
<p><b>
Characteristics:</b></p>
<ul><li>
Effective communication skills with all levels of firm personnel</li><li>
Self-starter</li><li>
Organized, detail-oriented and meets deadlines</li><li>
Results-oriented</li><li>
Team player</li><li>
Willing to travel (~50%) throughout the United States</li></ul></div></div></div></div></div></div><p></p><div><div><div><div><div><b><br>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Vice President
OFFICE LOCATION(S)
New York
JOB FUNCTION
Sales Support
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 125,000 - 290,000</p>

Asset & Wealth Management, Client Solution Group (CSG), Business Strategist, Vice President

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