- Citigroup (Queens, NY)
- …capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By building on the strengths and capabilities ... assessments of significance and likelihood of risks in key global investment and insurance processes around client suitability, transaction related controls and… more
- Principal Financial Group (New York, NY)
- …execute on our client needs + Collaborate closely with Distribution, Investment teams, and Consultant Relationships to develop enduring relationships, enhance client ... and their diverse needs across various asset classes, including alternative investment products + Cultivate an in-depth understanding of Principal Asset Management's… more
- Neuberger Berman (New York, NY)
- Neuberger Berman is seeking a Director of Equity Investment Risk to join the New York office, reporting to the Global Head of Investment Risk. This person will ... a plus. + Professional certifications such as FRM or CFA is strongly recommended. **Who you are:** + Thrives...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the… more
- Scotiabank (New York, NY)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...hours. + Ability to travel. + Professional designation (CPA, CFA ) or MBA, with a minimum of 5+ years… 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...with alternative investments + Completion of or progress toward CFA /CAIA **Skills:** + Client Management + Client Solutions Advisory… more
- Neuberger Berman (New York, NY)
- …Group LLC:** Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $508 billion in assets under management as of ... + Exhibits a high degree of integrity and interest in financial markets and investment strategy + Ability to work well with different individuals and contacts of all… more
- Principal Financial Group (New York, NY)
- …within the direct lending community with responsibilities that include: + Originate investment opportunities based on strategic fit and financial return + Develop, ... and leverage relationships with prospective business owners / targets, investment bankers / business brokers, advisors, developers and other...That Will Help You Stand Out** + MBA or CFA expected + Easily demonstrates excellent verbal and written… more
- Neuberger Berman (New York, NY)
- …Berman:** Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $508 billion in assets under management as of ... **Qualifications:** + 12+ years in alternatives operations, business enablement, or investment operations in asset management, private markets, or related fields +… more
- Scotiabank (New York, NY)
- …Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...the job offered or related occupation, or an MBA, CFA or CA designation + This is a position… more
- Truist (New York, NY)
- …the company level. 4. Conducts financial and valuation analyses. 5. Formulates investment ideas. 6. Writes draft research commentary. 7. Depending on experience and ... or a FINRA waiver for those who have completed CFA II. 3. Minimum of 3 years of related...a fast-paced, team-oriented environment **Preferred Qualifications:** 1. Working towards CFA Designation. 2. 4+ years of related work related… more