- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Director, Investment Funds and Financial Risk Management to join our Asset Management Risk team. In this role, you'll ... support the execution of the second line global investment risk management program that meets business...Will Help You Stand Out** + CIT - Collective Investment Trust coverage experience + CFA , FRM… more
- JPMorgan Chase (New York, NY)
- The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. ... JP Morgan Wealth Management Solutions and Practice Management Leads to maintain industry-leading investment solutions...and industry trends **Preferred Qualifications, Capabilities, and Skills:** + CFA or CFP designation is a plus + Focus… more
- JPMorgan Chase (New York, NY)
- Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes ... to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure,… more
- Wellington (New York, NY)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... skills are viewed favorably but are not essential. + CFA designation is a plus but is not required....Management is one of the world's largest independent investment management firms. We serve as a… more
- Neuberger Berman (New York, NY)
- Neuberger Berman delivers comprehensive investment management products and services to a broad base of clients, from individuals to mid-sized businesses to large ... 40 Act Mutual Funds, UCITS Funds, and Private Funds. Investment management strategies and products cover a...in Finance, Accounting, Business, or related field + CPA, CFA preferred + 6 - 10 years internal and/or… more
- Citigroup (New York, NY)
- …range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking. By ... the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. It serves… more
- JPMorgan Chase (New York, NY)
- …product development and sales/retention strategy. As a Managing Director, Private Market Investment Specialist within JP Morgan Asset Management , you will play ... JP Morgan Asset Management , a leading global alternatives manager with over...to develop market opportunities. As the US Private Markets Investment Specialist, you will actively engage in maintaining and… more
- JPMorgan Chase (New York, NY)
- **Primary Function** As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships ... through advisement on investment solutions. **Job Responsibilities** + Conduct investment ...Qualifications, Capabilities, Skills** + Bachelor's degree required; MBA or CFA preferred + Series 7, 66 and Insurance licenses… more
- JPMorgan Chase (New York, NY)
- …and financial planning **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA preferred + Prior experience providing complex investment solutions to ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust… more
- NBT Bank (Syracuse, NY)
- …portfolios including presentations/meetings with individuals and various boards. Responsible for the management of up to 10 investment officers. Education and ... of a more complex nature within the Trust & Investment Department and assisting in business development. Insures that...Business, Finance or related field + Graduate degree and/or CFA designation desired but not required + Graduate of… more