- Neuberger Berman (New York, NY)
- …data to assist with various analyses to provide valuable insights to the Investment and Senior Portfolio Management Teams + Facilitate ongoing correspondence and ... investor commitments dedicated to private markets investing. The Liquidity and Liability Management Associate will have high visibility and will play an integral… more
- Bank of America (Niagara Falls, NY)
- …Saturdays required **Skills:** + Client Experience Branding + Client Solutions Advisory + Investment Management + Pipeline Management + Referral ... their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds,… more
- Equitable (New York, NY)
- …Equitable Holdings is a leader in financial services, focusing on retirement, wealth management , and investment management through AllianceBernstein. We are ... analyses and modeling to assess the viability and potential return on investment of M&A opportunities. **Transaction Management :** + Lead the end-to-end… more
- Citigroup (New York, NY)
- …range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking. ... explain market views to internal stakeholders and external clients, generating actionable investment content, risk management ideas, and helping create new… more
- Capital One (New York, NY)
- …tools that enrich lives. Our teams include Communications, Community Impact and Investment , Community Finance, CRA Strategy and Program Management , the ... or a related field + Experience in construction lending, LIHTC investment , syndication, or asset management + 3+ years of people leadership experience + Proven… more
- BMO Financial Group (New York, NY)
- …FX / treasury products, cash management & corporate cards, commodities, investment management , securitization, leasing, Trade Finance products, etc.) to BMO ... Capital Market clients. Also provides ongoing management of the lending portfolio. + Creates pitch books...achievement. + MBA degree preferred. + 3+ years of investment banking or valuation experience at a financial analyst… more
- JPMorgan Chase (New York, NY)
- …Managers, and Investment Specialists to evaluate municipal securities for investment opportunity and ongoing management . **Job Responsibilities** * Provide ... Currency and Commodities team (GFICC) at JP Morgan Asset Management is one of the world's deepest and best-resourced...all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned… more
- BlackRock (New York, NY)
- …world's preeminent asset management firms and a premier provider of global investment management , risk management and advisory services to institutional, ... **Your Experience** + 10+ years of work experience, experience in wealth management or investment management preferred + Experience managing AI and data… more
- Guardian Life (New York, NY)
- …as private markets, structured investments, alternative investments, philanthropy, lending, and investment management . + Partner with advisors on case design, ... products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products… more
- City National Bank (New York, NY)
- …Business, Accounting, Education, or relevant area * Financial reporting knowledge for investment & portfolio management systems including various methods of ... of the relationship. WHAT WILL YOU DO? * Independent management of the client relationship after the sale to...investment data types * General understanding of portfolio management systems (ie Addepar, Black Diamond, Tamarac) * Intermediate… more