- Neuberger Berman (New York, NY)
- …to ensure that accounting policies are properly adopted and maintained for consolidated firm and multiple separate company financial statements + Lead engagement ... are allocable to a particular employee remains in the Company 's sole discretion unless and until paid and may...investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment… more
- Bank of America (New York, NY)
- …offer goals-based strategies that are grounded in the best thinking of the Firm . The Chief Investment Office provides thought leadership on wealth management, ... and make an impact. Join us! **Job Description:** Job Description The Chief Investment Office (CIO) is the centralized resource to access the latest insights and… more
- City National Bank (New York, NY)
- …to potential leads * Educate financial advisors on the benefits of outsourcing their investment management to our firm , including access to a team of experienced ... and help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager, is looking for a persuasive communicator that has the drive… more
- TIAA (New York, NY)
- …contact for high net worth clients and is responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio ... asset allocation strategies. **Key Responsibilities and Duties** + Builds successful investment portfolios informed by market conditions and economic trends. +… more
- Equitable (New York, NY)
- …accountability. Preferred Qualifications: + MBA or CFA + Experience with insurance company investment frameworks and regulatory considerations (eg, NAIC, US ... Prepare and present investment recommendation to GA Investment Committee. + Represent the firm at...for making sound decisions in the context of the company 's business; ability to apply this knowledge appropriately to… more
- JPMorgan Chase (New York, NY)
- …client sales and retention while gaining broad exposure to asset classes and investment professionals throughout the firm . + Work with financial advisors and ... Join JPMorgan Chase, a company dedicated to fostering positive change and a...role involves collaborating with teams that manage and distribute investment solutions across asset classes for institutions and financial… more
- JPMorgan Chase (New York, NY)
- You will support the Commercial and Investment Bank's Public Finance business in the Americas. You will partner with the Public Finance business on the firm 's ... to the Public Finance business and the Commercial & Investment Bank more broadly. You will collaborate daily with...and services, interprets laws and regulations that impact the firm , and advises the firm on other… more
- Neuberger Berman (New York, NY)
- …and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and ... with 45 teams across Portfolio Management, Wealth Advisory, and the Trust Company , contributing to the continuous improvement of systems, processes, and business… more
- JPMorgan Chase (New York, NY)
- Join our global team to create innovative investment solutions and execute strategies that contribute to our clients' futures. Benefit from senior leader mentorship ... York, while enhancing your expertise in portfolio management and investment strategies across various asset classes. As a 2026...in New York, where you'll be introduced to the firm , gain knowledge and insight into the business strategies… more
- Deloitte (New York, NY)
- …when necessary; perform a high-level of tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions and related ... a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and...and/or LLM + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general… more
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