- 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
- BMO Financial Group (New York, NY)
- …is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to ... and determine acceptable solutions. + Contacts customers to present available investment services and develop client prospects from among current customers, referral… more
- JPMorgan Chase (New York, NY)
- …Growth Portfolio Managers with the objective of producing actionable investment recommendations. **Major Responsibilities:** + Perform thorough fundamental analysis ... universe to identify high-potential stocks consistent with the high-quality growth investment philosophy. + Initiate and maintain written and verbal communications… more
- NeueHouse (New York, NY)
- …and cultural hub for the Venice creative community. The Role The FP&A Director (Financial Planning and Analysis Director ) is responsible for overseeing the ... planning initiatives, providing decision support for business initiatives and investment opportunities. + Participate in strategic planning initiatives. + Assist… more
- JPMorgan Chase (New York, NY)
- The Executive Director , High Touch Trading, will lead the strategic direction and execution of equity trades on behalf of institutional clients, providing high-level ... to cultivate and maintain senior-level client relationships. **Job Summary:** As an Executive Director for our High Touch Trading team, you will lead the strategic… more
- S&P Global (New York, NY)
- …(eg, CFP, CFA ) preferred. + Strong knowledge of financial markets, investment products, and wealth management strategies preferred. + Experience in AI and ... overseeing the licensing and sourcing of critical market data that informs investment decisions and portfolio management strategies. This role demands a deep… more
- JPMorgan Chase (New York, NY)
- …& Alternatives Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service. **Job Responsibilities:** + Lead, coach, ... with the broader US Advisor client leadership team and Investment Specialists to exchange ideas and formulate strategies for...+ Frequent travel required + 4-year degree required; MBA, CFA , CIMA a plus. + FINRA Series 7, 63.… more
- SMBC (New York, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... employees. **Role Description** SMBC is seeking an experienced Audit Director with a minimum of 15 years of experience...or related field. * Professional qualifications such as CPA, CFA , FRM, CIA a plus. SMBC's employees participate in… more
- Athene (New York, NY)
- …an inclusive and dynamic work environment at our various locations. Purpose: The Director , Capital and Liquidity Management will be a key leader in Athene's treasury ... with other groups across Finance such as Risk, Actuarial, Investment Accounting and FP&A to ensure a holistic approach...a related field + MBA or Chartered Financial Analyst ( CFA ) or CPA designation are a plus $167,120.00 -… more
- Ankura (New York, NY)
- …+ Post-transaction business stabilization Role Overview: We are currently recruiting a Director to join our Turnaround & Restructuring (T&R) team. This role could ... GPA + Advanced degree(s) and applicable professional certification(s) are preferred ( CFA , CIRA, CPA) + Restructuring experience preferred and/or relevant financial… more