- Neuberger Berman (New York, NY)
- **About Neuberger Berman:** At Neuberger Berman, we are motivated to deliver compelling investment results for our clients using the lens of their long-term ... financial well-being. As a private, independent and 100% employee-owned investment manager, our firm enjoys unique, structural alignment with the long-term… more
- KeyBank (Tarrytown, NY)
- …and investment policy, and initiates portfolio construction changes consistent with investment strategy. + Maintains deep expertise in financial markets and ... - Tarrytown, New York 10591 **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or… more
- BlackRock (New York, NY)
- …of Infra Credit products globally by working closely with internal stakeholders ( investment teams and other BlackRock teams such as Client Businesses, Consultant ... This role will be exposed to a variety of investment and investor themes, will develop a strong understanding...one mission: to help more and more people experience financial well-being. Our clients, and the people they serve,… more
- S&P Global (New York, NY)
- …Product Management** **The Impact** : S&P Dow Jones Indices (SPDJI) serves the financial services industry as a leader in providing indices used for investment ... (ETDs), structured products, OTC instruments, and play a crucial role in the investment landscape. **The Team:** The Product Management team oversees a diverse set… more
- JPMorgan Chase (Mineola, NY)
- …and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...customers want. You will lead a team of a Financial Advisors who service a wide range of clients,… more
- NBT Bank (Williamsville, NY)
- …$58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus ... referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience: +… more
- JPMorgan Chase (New York, NY)
- …+ Supporting the operational due diligence process for primarily alternative investment managers and collaborating with the Global Alternatives Investment ... up and disseminating operationally focused questionnaires across a range of investment strategies and products + Preparing for and participating in operational… more
- JPMorgan Chase (New York, NY)
- …Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and ... the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… more
- TIAA (New York, NY)
- …support transaction officers on both acquisitions and dispositions to include financial modeling, research and analysis, creating the investment memorandums, ... LIHTC and PBS8 opportunities. + Evaluates affordable investments and investment returns based on discounted cash flows, return on...+ BA or BS + Affordable housing experience + Financial modeling experience in Excel + Knowledge of commercial… more
- US Bank (New York, NY)
- …Team. In This Role You Will: + Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead… more
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