- 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
- Citigroup (New York, NY)
- …66 required **Job Family Group:** Private Client Product Services **Job Family:** Investment Manager Research **Time Type:** Full time **Primary Location:** New ... responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on...Wealth's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and … more
- City National Bank (New York, NY)
- …and help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager , is looking for a persuasive communicator that has the ... drive and persistence needed to deliver new Financial Advisor introductions while building their career in financial services sales and business development. As a… more
- JPMorgan Chase (New York, NY)
- …over 20,000 funds reviewed through our due-diligence processes. As a lead Business Manager within the Global Alternative Investment Solutions team, you will ... JP Morgan Global Alternative Investment Solutions is one of the largest, most...serve as a key point of contact and advisor to the executive management team, providing high-level support,… more
- BlackRock (New York, NY)
- …world's preeminent asset management firms and a provider of global investment management, risk management and advisory services to institutional, intermediary and ... exposure to capital markets. Our clients can access our investment solutions through a variety of product structures, including...on solutions are welcome to apply. As a Relationship Manager in IDS you will + Partner with members… more
- JPMorgan Chase (New York, NY)
- …evaluating the progress of our partnerships. + Collaborate with the broader US Advisor client leadership team and Investment Specialists to exchange ideas and ... significant opportunities for JP Morgan Asset Management. As a leading global asset manager , we oversee nearly $200 Billion in alternative assets and manage over… more
- BlackRock (New York, NY)
- …financial data in support of projects and initiatives + Act as strategic and trusted advisor to investment business leaders by being a 'student of the markets ... The Private Markets Finance & Strategy team partners with Investment Businesses and Enterprise Leaders across BlackRock to drive...reporting dashboards) + Act as a program and transformation manager to lead and support the execution of FP&A… more
- Bank of America (New York, NY)
- …learn, grow, and make an impact. Join us! **Job Description:** The Alternative Investment Sales Desk associate will provide support to Alternative Investment ... as well as Financial Advisors on suite of Alternative Investment products in order to drive utilization of those...+ Acts as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across… more
- Citigroup (Smithtown, NY)
- …the market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as ... 15+ years of experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting experience +… more
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