- 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)
- At JP Morgan Asset Management , we provide investment solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The ... tested investment philosophies, consistently applied, within a robust risk management framework. We provide investment strategies across regions, sectors,… 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 + 5 - 10 years internal and/or… more
- City National Bank (New York, NY)
- …and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based ... * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience...to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of… more
- JPMorgan Chase (New York, NY)
- …excellent communication abilities. **Job Responsibilities:** + Assist in the portfolio management efforts across all discretionary investment programs, including ... years of experience in private markets investing, with a focus on portfolio management or investment due diligence + Robust analytical proficiency, particularly… 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