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Fund/Client Accounting S5 (Non Supervisory) The position is primarilyresponsible for reviewing property level accounting, financial reporting, and/orcash management of real estate funds. The routine responsibilities and specificresponsibilities may include Daily accounting/entry posting, cash and/or assetreconciliations, monthly property package reviews, acquisition/dispositionentries and ad hoc r
Posted Today
The incumbent will focus on selling BNY Mellon Wealth Management's investment services to high net worth individuals primarily through face to face meetings and networking with various sources through direct prospecting, cultivation of external referral sources and creative networking with key influencers. The incumbent is responsible for identifying and building high quality client relationships
Posted 1 day ago
The incumbent will focus on selling BNY Mellon Wealth Management's investment services to high net worth individuals primarily through face to face meetings and networking with various sources through direct prospecting, cultivation of external referral sources and creative networking with key influencers. The incumbent is responsible for identifying and building high quality client relationships
Posted 4 days ago
Responsible for maintaining accounting/financial records of real estate investment portfolios structured as REITS, partnerships, limited liability companies, ("Funds") in accordance with department policies and procedures. The incumbent is primarily responsible for fund level accounting, financial reporting, investor reporting and cash management. These responsibilities include, but are not limite
Posted 11 days ago
The incumbent is responsible for the coordination and implementation of sales programs developed by Wealth Management. He/She plans and attends special events (seminars, receptions) and client programs (individual or firm presentations) and may attend community functions on behalf of Wealth Management. He/She will direct the work of two or more full time employees who report to this position; to e
Posted 26 days ago
BNY Mellon
- Los Angeles, CA
The incumbent provides support to Senior Portfolio Officers with responsibility for management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts which are most sensitive and will be characterized by a large revocable (or terminable) component. The incumbent will review accounts to ensure the account is administered i
Posted 27 days ago
Fund/Client Accounting S3 Provides accounting support activities for funds of higher complexity. Reviews work of more junior colleagues and provides technical assistance on complex matters. Performs a variety of accounting and net asset value (NAV) production functions (including NAV construction and validation, NAV review, dissemination and reporting activities) for more complex assigned funds. A
Posted 1 month ago
BNY Mellon
- Los Angeles, CA
The Wealth Manager I works with the Wealth Managers and Sr. Wealth Managers to provide comprehensive guidance to their clients regarding investment, tax, banking, insurance, and trust and estate needs. This includes communicating the investment strategy directly to the client and independently managing small medium size client relationships. Additional responsibilities include, calculating wealth
Posted 1 month ago
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