- JPMorgan Chase (New York, NY)
- …Indices Structuring team and lead the charge in designing cutting-edge quantitative investment strategies for the US Institutional market. Discover an opportunity to ... in Investable Indices Structuring, you will spearhead the development of quantitative investment strategies across asset classes for US clients. You will collaborate… 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
- Binghamton University (Binghamton, NY)
- …for donor advised funds in accordance with policies established by the Board Investment Committee; + make recommendations on the annual spending rate to the ... Foundation's Investment Committee based on endowment shares calculation; + oversee...oversee cash management and approve capital calls for the investment portfolio; and + provide oversight of, and coordinate… more
- KeyBank (Cheektowaga, NY)
- …will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions ... comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. + Attain sales… more
- Neuberger Berman (New York, NY)
- …minimum of 10 years of experience in Private Wealth management or Investment Advisory function. + Demonstrated experience with Wealth Management Client Reporting ... Structures, etc.). + A solid understanding of financial planning principles, investment strategies, and prospect/client lifecycle management. Experience with one or… more
- Deloitte (Jericho, NY)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will… more
- JPMorgan Chase (Bronx, NY)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership… more
- BlackRock (New York, NY)
- …Hudson Yards, New York, NY 10001 Job Duties: Evaluate and execute investment opportunities in the energy sector, including renewables, midstream, and new energies. ... key insights into the economic impact of infrastructure investments, develop investment theses across emerging technologies, and forecast the financial performance… more
- BlackRock (New York, NY)
- …preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and ... exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and… more
- Principal Financial Group (New York, NY)
- …US and Canada. + Develop deep and strategic relationships with Limited Partners and investment consultants in the Eastern US and Canada + Drive new real estate ... + Provide clients, prospects, and consultants with ongoing updates about the investment philosophy, process and performance of real estate funds and platforms and… more