- City National Bank (New York, NY)
- …data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews ... allocation overviews; Cash flow and scenario analyses; Comparisons of current investment providers vs. appropriate benchmarks and CNR composites; Illustrations of… more
- BlackRock (New York, NY)
- …accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise ... investment -system services to a broad base of institutional investors...and impact investing. Our global team of over [300] investment professionals delivers these capabilities across a range of… more
- JPMorgan Chase (Rochester, NY)
- …across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. The JP Morgan ... and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking… more
- Neuberger Berman (New York, NY)
- …oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. + Day-to-day interaction with clients (internal and ... external) on all account matters, including legal, tax, investment , and general administration of their accounts. + Active participant in investment and… more
- TD Bank (New York, NY)
- …is an integral part of the full suite of services we offer under Investment Banking. Our Investment Banking professionals provide corporate clients with capital ... boutique-type operation, while being part of a major global investment dealer. Confidence in our US operations stems from...work in a team environment, honing the credit and investment banking skills necessary to be a successful … 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
- Neuberger Berman (New York, NY)
- …part of the NB Private Debt Team, working closely with the 20-person Investment Team, Fundraising and Marketing Team, Finance Team and other professionals across the ... adequate capital reserves are in place to meet all investment needs or fund liabilities + Maintain internal data...with various analyses to provide valuable insights to the Investment and Senior Portfolio Management Teams + Facilitate ongoing… more
- Wellington (New York, NY)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over… more
- BlackRock (New York, NY)
- **About this role** BlackRock is one of the world's leading providers of investment , advisory, and risk management solutions, including Aladdin, our investment ... platform used by BlackRock and delivered to our clients to unify the investment management process across public and private markets. It integrates risk, … more
- JPMorgan Chase (New York, NY)
- …expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary ... will work closely with a global team of Analysts, Portfolio Managers, and Investment Specialists to evaluate municipal securities for investment opportunity and… more