- Citigroup (New York, NY)
- …goals, and preferences. This includes developing embedded recommendation logic based on investment policy statements, tax considerations, and market views. A ... automate the identification of portfolio health issues, generate diagnostics, and recommend investment changes based on market shifts and client-specific needs.… more
- JPMorgan Chase (New York, NY)
- …identify and develop new business opportunities from existing client base. + Market and implement complex investment solutions in accordance with High-Net-Worth ... Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership...Relationship Manager works in close partnership with the Financial Advisor (s) and is the primary point of contact for… more
- MTA (New York, NY)
- …Services and members of the C suite in representing MTA to the global investment community and is expected to apply financial expertise to navigate the changing ... the Directors of Management and Budget and Cash and Investment Management. + Ensure proper allocation of bond proceeds...counsel firms, financial and swap advisory firms and other market participants. + Design and progress financial strategies to… more
- Binghamton University (Binghamton, NY)
- …Binghamton Investment Fund Club Advising: + Mentor students on investment strategies, conducting market research, ethical investment practices ... assigned. Student Club Advising: + Serve as the faculty advisor for the university's finance student clubs (ie, Binghamton...such as CFA or CFP. + Familiarity with student-managed investment funds or stock market simulations. Visa… 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 ... The Private Wealth Alternatives market , with an estimated $2 Trillion in assets,...& Alternatives Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service. **Job Responsibilities:** + Lead,… more
- JPMorgan Chase (New York, NY)
- JP Morgan Global Alternative Investment Solutions is one of the largest, most diversified, and deeply connected alternatives solutions businesses with over $180 ... As a lead Business Manager within the Global Alternative Investment Solutions team, you will serve as a key...will serve as a key point of contact and advisor to the executive management team, providing high-level support,… more
- Citigroup (New York, NY)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- Citigroup (New York, NY)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- Citigroup (Smithtown, NY)
- …all our businesses to address a client's individual and business needs. + Accelerate investment business growth in the market by identifying new and existing ... for setting and implementing the growth strategy for the market with key focus on hiring seasoned advisors and...experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor … more
- Honeywell (Lake Success, NY)
- …performance indicators (KPIs) for the solutions portfolio, including revenue growth, profitability, market share, and return on investment (ROI). + Conduct ... responsibility and will drive business growth, operational execution, and market leadership in energy efficiency, decarbonization, and infrastructure modernization.… more