- JPMorgan Chase (New York, NY)
- …leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a ... structuring, and execution of International Debt Capital Markets & Liability Management transactions for Latin American Corporations, Financials, Sovereigns &… more
- City National Bank (New York, NY)
- …candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced ... planning areas such as Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, with an emphasis on business owner wealth and succession planning.… more
- Bank of America (New York, NY)
- …**Desired Qualifications:** Portfolio Construction and Analysis, Presentation Skills, Financial Markets expertise, Pipeline Management, Wealth Planning, Liability ... are guided by a common purpose to help make financial lives better through the power of every connection....will anchor on deep investment expertise to deliver custom asset allocation and traditional and alternative manager selection. Advice… more
- City National Bank (New York, NY)
- …Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly ... and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related… more