- Citigroup (New York, NY)
- …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- Citigroup (New York, NY)
- …transparency. **Qualifications:** + 5+ years of related experience + Expertise in providing investment advice and solutions. + CFA , MBA degree or other advanced ... asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and… more
- Mizuho Corporate Bank (New York, NY)
- …valuation, accounting treatment, and disclosure in the financial statements Qualifications: + Investment Banking experience + CPA or CFA preferred, but not ... Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through… more
- Coinbase (New York, NY)
- …of crypto that can be demonstrated in high pressure meetings. * Professional investment designations: CFA , CAIA. * Strong understanding of region marketing rules ... Strategist is a hybrid between a salesperson and an investment strategist. A successful Client Strategist can secure the...of our business, such that they can represent the investment team and our investment process across… more
- WTW (New York, NY)
- …leave + Professional membership fee + Reward for exam success Graduates joining the Investment business are expected to study for CFA level 1, providing robust ... of transforming tomorrows. Join us and transform yours.** **The Business** The Investment business aims to create sustainable competitive advantage for clients in… 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...skills are viewed favorably but are not essential. + CFA designation is a plus but is not required.… more
- City National Bank (New York, NY)
- * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- JPMorgan Chase (New York, NY)
- JP Morgan is seeking a highly skilled and experienced investment professional to join our Multi Asset Private Markets Investment Team. This role is primarily ... focused on managing private investment portfolios within our innovative discretionary investment ...Finance, Economics, or a related field; advanced degree or CFA designation preferred **Preferred Qualifications, Skills and Capabilities:** +… more
- JPMorgan Chase (Garden City, NY)
- …and financial planning **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA preferred + Prior experience providing complex investment solutions to ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + Conduct investment … more
- WTW (New York, NY)
- …of transforming tomorrows. Join us and transform yours.** **The Business** The Investment business aims to create sustainable competitive advantage for clients in ... their investment portfolios. This is delivered to clients by providing...+ Desire and commitment to complete Chartered Financial Analyst ( CFA ) level 1 professional qualification + Proactive team player… more