- Deloitte (New York, NY)
- …development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address ... spectrum of tax services to a broad range of Investment Management companies. Our clients include ...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced… more
- Deloitte (Jericho, NY)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address ... spectrum of tax services to a broad range of Investment Management companies. Our clients include ...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to… more
- Bank of America (New York, NY)
- …Join us! **Job Description:** As part of the Merrill organization, the Investment Solutions Group strives to provide world-class investment strategies, ... platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank). The Hedge Fund Origination &… more
- MUFG (New York, NY)
- …details. **Job Summary:** We are seeking a Director to join our Portfolio Management Group (PMG), focusing on underwriting and portfolio management for clients ... in the Financial Institutions Group (FIG). This role covers both investment grade and non- investment grade public and private corporate borrowers, with a… more
- SMBC (New York, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... the preparation / presentation of executive summaries and recommendations to the management of the Credit Department. + The coverage includes lending transactions… more
- S&P Global (New York, NY)
- …(eg, CFP, CFA ) preferred. + Strong knowledge of financial markets, investment products, and wealth management strategies preferred. + Experience in AI ... for overseeing the licensing and sourcing of critical market data that informs investment decisions and portfolio management strategies. This role demands a deep… more
- S&P Global (New York, NY)
- …deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure, ... connection with provision of post-trade valuations for their alternative investment positions. Senior Associate will use valuation techniques and technology-enabled… more
- S&P Global (NY)
- …topical market trends (both DeFi and TradFi) and a desire to translate investment objectives into systematic and actionable index strategies. The role will encompass ... the performance of index concepts to assess fulfilment of investment objectives + Utilize programming skills in a proficient...to develop and enhance upon the foundations of fund management . The ideal candidate must be highly numerate, computer… more
- Bloomberg (New York, NY)
- …# 10044738 **Description & Requirements** Bloomberg Intelligence ("BI") is a leading investment research platform of 500+ investment professionals providing a ... and functions from a team of independent experts, giving trading and investment professionals deep insight into where crucial industries stand today and where… more
- SMBC (New York, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... team members. **Qualifications and Skills** + At least 5 years of investment banking, project finance lending and advisory or similar experience. + Demonstrated… more