- Bank of America (New York, NY)
- …Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- 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
- EAB (New York, NY)
- …New Ventures Strategy and New Ventures is responsible for defining the firm 's growth strategy and developing new products and services-organically or via ... team as well as key division leaders across the firm . You will be given unparalleled access to the...industry. The Analyst will have the unique opportunity to support workstreams across multiple diverse areas of strategic focus… more
- Principal Financial Group (New York, NY)
- …detailed financial models and sensitivity analyses of borrowers and provide analytical support for investment committee materials + Work with assigned ... help our customers live better lives. We take pride in being a purpose-led firm , motivated by our mission to make financial security accessible to all. Our mission,… more
- JPMorgan Chase (New York, NY)
- …as all available investment management solutions. Our team functions as key support for all investment product and service for our advisors. **Job ... the goal of servicing JP Morgan Advisors and their investment teams. You need to have a broad understanding...CFP (not required) Chase is a leading financial services firm , helping nearly half of America's households and small… more
- BlackRock (New York, NY)
- …experience preferred + Previous experience with an asset manager or Big 4 accounting firm + Proficient in the taxation of investment partnerships and carried ... oversee tax compliance and advisory for the BlackRock's private markets investment platform supporting the private equity, secondaries and hedge fund-of-funds… more
- Wells Fargo (New York, NY)
- …engagement, and development of new and existing Client Associates within designated markets + Support firm goals to drive adoption around key CRG ease of doing ... **About this role:** Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the… more
- Marex (New York, NY)
- …and depth of coverage across four core services: Market Making, Clearing, Hedging and Investment Solutions and Agency and Execution. It has a major franchise in many ... visit www.marex.com (http://www.marex.com/) (http://www.marex.com/) Purpose of Role: The Application Support team is responsible for providing technical support … more
- BlackRock (New York, NY)
- …The Global Product Solutions (GPS) business innovates and curates all of BlackRock's investment solutions for our clients to achieve the outcomes they seek. The team ... growth for our global product platform and the entire firm . **Role description** As part of the US Retirement...senior leaders. . Organize and track pricing discussions to support future pricing analysis . Stay abreast of US… 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