- S&P Global (New York, NY)
- …and enhancement of the financial models used to perform valuations + Working with management to build and maintain client relationships + Use AI tools to gather and ... including: DCF, comparable company / bond, and other intangible asset models + Experience of managing delivery of valuations...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Bank of America (New York, NY)
- …integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management … more
- Bank of America (Melville, NY)
- …integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management … more
- S&P Global (New York, NY)
- …role in financial services + Strong understanding of markets + Prior asset management experience and/or exposure to the wealth market will be an advantage + ... as a truly global product range covering all major asset classes and indicators, as well as innovative new...research topics + answering one-off requests from clients and management + producing content for public dissemination and distribution… more
- S&P Global (New York, NY)
- …CFP, CFA) preferred. + Strong knowledge of financial markets, investment products, and wealth management strategies preferred. + Experience in AI and machine ... third-party content from market data providers, subscription licensing, vendor management , and stakeholder engagement. We are seeking a highly...learning, Wealth , or DeFi preferred. + Proficiency in data analysis… more
- JPMorgan Chase (New York, NY)
- …Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central ... This role provides an opportunity to contribute to client relationships and wealth management solutions, benefiting from training, mentorship, and engaging… more
- Tradeweb (New York, NY)
- …in more than 85 countries, including many of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative ... markets. As financial markets become increasingly interconnected, our technology enables efficient, multi- asset trading on a global scale. We serve more than 3,000… more
- Broadridge Financial Solutions (New York, NY)
- …years of experience in Financial Services or with a consulting firm in the Wealth Management area. Mix of financial services operations and consulting experience ... value propositions / offerings + Lead or support the management of the entire life cycle of a consulting...technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies.… more
- Broadridge Financial Solutions (New York, NY)
- …across a wide range of asset classes to our hedge fund and traditional asset management clients. This roles covers the entire SDLC from ideation to delivery, ... delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At… more
- Tradeweb (New York, NY)
- …in more than 85 countries, including many of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative ... markets. As financial markets become increasingly interconnected, our technology enables efficient, multi- asset trading on a global scale. We serve more than 3,000… more