- Bank of America (New York, NY)
- …oversight of CIO-managed model portfolios, ensuring portfolios remain aligned with stated investment objectives and firm guidelines * Develop and maintain tools, ... grow, and make an impact. Join us! **Job Description:** The Chief Investment Office centrally manages model portfolios with approximately $340 billion in assets… more
- Coinbase (New York, NY)
- …At CBAM a Client Strategist is a hybrid between a salesperson and an investment strategist. A successful Client Strategist can secure the next 2-3 meetings during ... of our business, such that they can represent the investment team and our investment process across...in North America, Europe, Asia as led by the firm 's President. * 20-40%: Driving outbound selling of CBAM… more
- BlackRock (New York, NY)
- …preferred + Previous experience with an asset manager or Big 4 accounting firm + Proficient in the taxation of investment partnerships and carried interest, ... oversee tax compliance and advisory for the BlackRock's private markets investment platform supporting the private equity, secondaries and hedge fund-of-funds… more
- Citigroup (New York, NY)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance… more
- US Tech Solutions (New York, NY)
- …Finance (IM Finance) which is a department dedicated to providing support to Investment Management segment a leading global asset manager across the public ... and process transformation. The successful candidate will join the Investment Accounting Team located in New York City. **About...diverse group of professional in Finance and across the Firm + Work and collaborate with others in an… more
- Janus Henderson Investors (New York, NY)
- …CLO ETFs and their redeem / create cashflows + Assist with CLO manager due diligence, write-ups, surveillance, monitoring and risk assessment + Assist in the ... of the current CLO portfolio including risk assessments, CLO manager performance, opportunity for risk/reward optimization, relative value opportunities and… more
- BlackRock (New York, NY)
- …Annuities, Fixed Index Annuities, Registered Index Linked Annuities, Life Insurance, and retail investment products such as ETFs and mutual funds. As a top-five ... manager of retail insurance assets, the team delivers best-in-class investment solutions, sales support, thought leadership, and risk management insights. We are… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a dynamic Relationship Manager to join our US Relationship Management team. In this pivotal role, you will be instrumental in ... execute on our client needs + Collaborate closely with Distribution, Investment teams, and Consultant Relationships to develop enduring relationships, enhance client… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management is a leading asset manager for institutions, individuals, and financial intermediaries worldwide. Our investment professionals are ... Associate on the Global Insights team, you will manage the production of the firm 's intellectual capital in three key areas: the markets and economy, portfolio, and… 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...a team or independently + Ability to represent the firm professionally with internal and external contacts + Series… more