- Raymond James Financial, Inc. (New York, NY)
- …guidelines, and protocols to ensure the company complies with regulations and good financial practice. Develop and amend investment models to provide input to ... case creation with client departments to quantify current costs, justify project investment , and identify the return on investment . Typically works without… more
- TIAA (New York, NY)
- …Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, ... contact for high net worth clients and is responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio… more
- City National Bank (New York, NY)
- …in the financial markets, and make necessary adjustments to their investment strategies. Communicate strategic shifts in the marketplace. * Team effectively with ... product sales role over a multi-year period. * Strong understanding of financial planning and the investment process including familiarity with mapping clients'… more
- Bloomberg (New York, NY)
- …Commodities - In depth knowledge of the Bloomberg Terminal, the world's leading financial analytics platform for investment professionals - You will be supported ... Client Quant Developer (SPEC TEAM), Specialist Sales - Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10046967… more
- Citigroup (New York, NY)
- …solutions to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + ... developments and current global market conditions. + Present and communicate complex financial concepts and investment strategies with the highest degree of… more
- Citigroup (New York, NY)
- …solutions to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + ... developments and current global market conditions. + Present and communicate complex financial concepts and investment strategies with the highest degree of… more
- JPMorgan Chase (New York, NY)
- …memoranda and related materials + Support in the analysis of historical investment performance, portfolio company performance, financial statements, financial ... of relevant industry experience, including private equity investing, manager selection, financial analysis, investment banking, or consulting + Excellent… more
- Citigroup (New York, NY)
- Develop and manage relationships with financial sponsor clients, including private equity firms. Originate new business mandates from financial sponsors related ... coverage partners to deliver advice and drive transaction execution for financial sponsor clients and sponsor-backed portfolio companies. Perform complex … more
- Raymond James Financial, Inc. (New York, NY)
- …underlying procedures and monitoring their implementation. Manage a range of investment portfolios through in-depth market and sector analysis while maintaining a ... external relationships. Participate in the formulation and evolution of general investment policy. Work on complex administrative processes and databases to develop… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …preparing industry and company research by collecting, organizing data, writing investment -related research reports, and creating/ maintaining financial models. ... and income. * Performs research and analytics used in Investment Strategy white papers for financial advisor...used in Investment Strategy white papers for financial advisor or client use. * Coordinates preparation of… more