- Neuberger Berman (New York, NY)
- …Wealth is implementing a strategic plan that includes elevating Private Wealth's investment platform, leveraging the firm's global investment capabilities to ... In support of growth and innovation, the Private Wealth Investment Group seeks to hire an Investment ...related items Qualifications + 3+ years industry experience required, CFA , and/or other designations preferred + Experience in manager… more
- JPMorgan Chase (New York, NY)
- At JP Morgan Asset Management, we provide investment solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The ... identify, share and compare ideas around the globe. Our investment processes are founded on tried and tested ...capabilities and skills** + Preference for candidates with MBA, CFA . + Preferably experience in Asset Management, with experience… more
- JPMorgan Chase (New York, NY)
- …the motivation to develop market opportunities. As the US Private Markets Investment Specialist, you will actively engage in maintaining and developing relationships ... between the global investment desks and the US institutional distribution teams. You...7 and 63 certifications (or willingness to achieve) + MBA/ CFA preferred JPMorganChase, one of the oldest financial institutions,… more
- JPMorgan Chase (New York, NY)
- The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. Our ... mandate is to curate the investment product offering and enhance the investment ...and industry trends **Preferred Qualifications, Capabilities, and Skills:** + CFA or CFP designation is a plus + Focus… more
- NBT Bank (Syracuse, NY)
- …accounts and accounts of a more complex nature within the Trust & Investment Department and assisting in business development. Insures that personnel of the ... of stocks and bonds. Maintains a working knowledge of investment policies, and keeps administrators informed of changes. Reviews...Business, Finance or related field + Graduate degree and/or CFA designation desired but not required + Graduate of… more
- JPMorgan Chase (New York, NY)
- **Primary Function** As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships ... through advisement on investment solutions. **Job Responsibilities** + Conduct investment ...Qualifications, Capabilities, Skills** + Bachelor's degree required; MBA or CFA preferred + Series 7, 66 and Insurance licenses… more
- Citigroup (New York, NY)
- …capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By building on the strengths and capabilities ... assessing risks, and designing effective mitigation plans specifically for Citi's Investment Advisory programs. The Business Risk - Fiduciary and Advisory Solutions… more
- BlackRock (New York, NY)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... the intersection of taxation and investing-thus "after-tax investing". The Investment Strategist explains the Aperio Direct Indexing quantitative investment… more
- Bank of America (New York, NY)
- Audit Supervisor - Global Corporate and Investment Banking New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Audit-Supervisor Global-Corporate-and- Investment -Banking\_25029317-2) **Job Description:** At Bank of America, we are… more
- Neuberger Berman (New York, NY)
- Neuberger Berman delivers comprehensive investment management products and services to a broad base of clients, from individuals to mid-sized businesses to large ... 40 Act Mutual Funds, UCITS Funds, and Private Funds. Investment management strategies and products cover a spectrum of...in Finance, Accounting, Business, or related field + CPA, CFA preferred + 5 - 10 years internal and/or… more