- City National Bank (New York, NY)
- …OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors ... CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these...Rep *Additional Qualifications* * Completion of or pursuit of CFA designation, MBA or both. * Excellent knowledge in… more
- Zurich NA (New York, NY)
- …+ Lead or co-lead deal origination, research, and analyzing of direct co- investment and secondary GP-led or continuation vehicle (CV) opportunities and / or ... managers (ie, primary fund commitments) that conform to investment mandates and across multiple strategies, including buyouts, growth...in finance or an MBA. + Progress toward the CFA designation. + Experience in one of the following… 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...program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence,… more
- KeyBank (New York, NY)
- …of trends and ideas with regard to business opportunities and investment decision making processes.Formulating and issuing opinions and recommendations on securities ... statement modeling, for use in the formulation of the investment policies and/or recommendations of the firm.Answering inquiries from...+ Bachelor's degree in Finance, Accounting, or Economics. + CFA , CPA, or FINRA Series licenses is a plus.… more
- Citigroup (New York, NY)
- Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net ... under management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking… more
- BlackRock (New York, NY)
- …preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and ... exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and… more
- JPMorgan Chase (New York, NY)
- …to issuers, sponsors, and investor clients covering the entire credit spectrum from investment grade to non- investment grade. Job Summary: As an Associate within ... to deliver innovative capital solutions across the entire credit spectrum, from investment grade to non- investment grade. Job Responsibilities: + Help senior… more
- Citigroup (New York, NY)
- …to the Head of Portfolio Strategy. This role is focused on developing investment insights across asset classes, supporting the communication of CIO house views, and ... recommendations for advisors and clients. The ideal candidate will have direct investment experience across asset classes, a strong foundation in macroeconomics, and… more
- BlackRock (New York, NY)
- …accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise ... investment -system services to a broad base of institutional investors...**Skills and Qualifications:** + Bachelor's degree required, and postgraduate degree/ CFA /FRM preferred. + Over 10 years' experience in manager… more
- JPMorgan Chase (New York, NY)
- …Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and ... the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… more