- J Harlan Group, LLC (New York, NY)
- FINANCIAL REPORTING MANAGER NYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly ... the financial reporting processes for Special Purpose Vehicles (SPVs) owned their investment management firm . The SPVs primarily hold long-lived assets for… more
- Howden Group Holdings (New York, NY)
- …from the start. You will work on some of the biggest deals in insurance investment banking, interact with clients almost immediately, travel for the firm and ... verbal and computer skills. Key required qualifications include: Prior investment banking experience Demonstrated academic achievement and excellence outside of… more
- Edward Jones (Plainview, NY)
- …We're proud to have more offices in the US and Canada than any other investment firm , serving over eight million clients. Our financial advisors are valued ... Financial advisors lead the branch team to serve clients and contribute to the firm 's purpose. They deeply understand the client's goals and why they are important… more
- Rothschild & Co (New York, NY)
- …investment bank in M&A required Prior Healthcare M&A experience at an advisory firm or investment bank required Proven quantitative and analytical skills to ... industries. It plays a critical role in helping the firm achieve its objective to be the most successful...its objective to be the most successful independent advisory investment bank in the world. The Healthcare team currently… more
- PineBridge Investments LLC (New York, NY)
- …expectations on every level, every day. As of 31 March 2025, the firm managed US$188.9 billion across global asset classes for sophisticated investors around the ... and industry research. Compile relevant supporting information to present investment ideas to the PM and investment ...of PowerPoint and Word. Experience with FactSet and Bloomberg preferred . Works well in a team environment spanning many… more
- Moelis & Company (New York, NY)
- …with that same drive. Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client ... base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals...of our CRM data which is critical to our investment banking operations. Data Entry / Data Steward Analyst-… more
- JPMorgan Chase & Co. (New York, NY)
- …advisors to present effectively - namely related to the financial plan and investment solutions Series 7, Series 66 required Preferred qualifications, skills, ... Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also… more
- Citigroup, Inc. (Flushing, NY)
- …Office (Excel, Outlook, and Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies ... 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… more
- JPMorgan Chase & Co. (New York, NY)
- …qualifications, capabilities, and skills Certified Financial Planning (CFP(R)) certification is preferred Bachelor's degree preferred INVESTMENT AND ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...states. About Us Chase is a leading financial services firm , helping nearly half of America's households and small… more
- Stax LLC (New York, NY)
- …strategy consulting, strategic planning/corporate strategy group, or private equity/venture capital firm required. MBA degree strongly preferred , but equivalent ... is experiencing significant growth following a 2022 private equity platform investment . This includes geographic and product expansion, providing opportunities for… more
