• Program Associate

    Neuberger Berman (New York, NY)
    …and performing portfolio analysis. Conduct special projects, including product development, asset allocation analyses, fund marketing and communications with ... across a range of strategies-including equity, fixed income, quantitative and multi- asset class, private equity and hedge funds-on behalf of institutions, advisors… more
    Neuberger Berman (06/27/25)
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  • Private Markets Investment Manager

    New York State Civil Service (New York, NY)
    …culture* Support leadership on ad hoc projects related to strategy development, asset allocation and market studies* Perform other duties and responsibilities ... in manager research, selection and monitoring, and experience with alternative- asset execution through the primary and secondary markets (incl. co-investments)*… more
    New York State Civil Service (06/04/25)
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  • Associate/Support Advisor

    Kestra Financial (Wappingers Falls, NY)
    …Responsibilities + Supports Lead Advisor including managing client needs regarding service, asset allocation , case design and financial planning + Responsible ... position and prepare to service clients independ + Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not… more
    Kestra Financial (05/17/25)
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  • International Private Bank- Private Banker- Vice…

    JPMorgan Chase (New York, NY)
    …client acquisition * Advise clients on their overall balance sheet, including asset allocation , investment management, wealth planning, credit and banking needs ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
    JPMorgan Chase (05/04/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …and record notes and pertinent information from client meetings (ie strategy or asset allocation updates) + Review and process quarterly billing; includes adding ... across a range of strategies-including equity, fixed income, quantitative and multi- asset class, private equity and hedge funds-on behalf of institutions, advisors… more
    Neuberger Berman (04/25/25)
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  • CTI/Pensions - Fixed Income Analyst - C13/VP…

    Citigroup (Queens, NY)
    …Contribution (DC) retirement plans of a total $30 billion and advises on the Asset Allocation and Investment strategy for all the International Pension Plans. ... Interact daily with the Custodian to reconcile transaction, cash management and asset transfers. + Support the monthly and quarterly reporting processes through… more
    Citigroup (04/17/25)
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  • Head of Project Engineering - Warehouses (Remote,…

    Chobani (NY)
    …established accounting policies and procedures. Oversee the project closure process including asset cost allocation , outline nonvalue added activities, and ... breakdown structures, capital expenditure requests, manage budgets, forecasts and facilitate asset creation. Create and execute a detailed work plan which identifies… more
    Chobani (06/21/25)
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  • Investment Portfolio Manager, Treasury

    Amazon (New York, NY)
    …management activities to include idea generation, trade execution, contributing to asset allocation strategy, oversight of external managers, ensuring portfolio ... compliance, portfolio reporting and analysis, and ongoing process improvement. The successful candidate should be comfortable with ambiguity and balancing multiple competing priorities. The candidate will be required to work closely with banking counterparties… more
    Amazon (07/12/25)
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  • Senior Trust Officer

    M&T Bank (New York, NY)
    …a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with personal computers Experience maintaining ... high level of integrity and professionalism **Education and Experience Preferred:** Juris Doctor (JD) or Master's degree Minimum of 10 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry… more
    M&T Bank (07/12/25)
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  • Citi Wealth - Portfolio Consultant

    Citigroup (New York, NY)
    …and to Citi Private Bank Clients + Work with the Investments Lab to identify asset allocation Gaps and with product specialist to define strategies to close such ... gaps. + Lead the regional discussion of implementation strategies and action plans for Citi Private Bank Global Themes + Participate actively in region's Sales and Research Calls + Coordinate successful rollout of Citi Private Bank Global Outlook + Work… more
    Citigroup (07/08/25)
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