- Raymond James Financial, Inc. (New York, NY)
- …company complies with regulations and good financial practice. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned ... and industry best practices through ongoing education, attending conferences, and reading specialist media. Analyze specific problems and issues to find the best… more
- Raymond James Financial, Inc. (New York, NY)
- …responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by ... managing an investment department or unit. Take responsibility for developing and...practices through continuing professional development, attending conferences, and reading specialist media. Skills: Uses expertise to act as organizational… more
- JPMorgan Chase (New York, NY)
- …short- and long-term goal of our clients. As a Vice President in the Advisory Specialists group within JP Morgan Wealth Management's Investments & Advice team, you ... a crucial role in promoting the development and enhancement of our Advisory Programs. You will deliver exceptional client service, provide comprehensive guidance to… more
- JPMorgan Chase (New York, NY)
- …assets for institutions and team member investors worldwide. In this client-facing Investment Specialist (IS) role, you will represent our strategies across ... interpersonal skills, including prior sales experience. + Proficient in investment performance, performance composites, attribution, and advisory /model delivery… 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 ... in a highly focused boutique-type operation, while being part of a major global investment dealer. Confidence in our US operations stems from the recognition of our… more
- JPMorgan Chase (New York, NY)
- …as it relates to the quarterly investment themes + Partner with Global Investment Strategy and the Portfolio Advisory Group to ensure the delivery of timely ... with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail… more
- Bank of America (New York, NY)
- …transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. ... Private Wealth Management Specialist -NR New York, New York **To proceed with...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- TD Bank (New York, NY)
- …for this role. **Job Description:** **Position:** Financial Crime Risk Oversight Specialist **Reports to:** Director, Financial Crime Risk Oversight, TD Securities, ... new products and mandates. The Financial Crime Risk Oversight Specialist is responsible for supporting the firm's FCRM program...behaviors aligned with TD policies and practices. + Provide advisory and oversight support to the TDS US business.… more
- Cherry Bekaert (Albany, NY)
- …Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or ... financial closings + Designing and composing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner + Other… more
- Bloomberg (New York, NY)
- Equity Index Solutions Specialist , New York - Financial Solutions Location New York Business Area Sales and Client Service Ref # 10044436 **Description & ... data, pricing and analytical calculations that are used throughout the investment process. **What's** **the role?** We're looking for a client-facing Equity… more
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