- JPMorgan Chase (New York, NY)
- ** Investment Banking Family Coverage Group - Vice President** JP Morgan's IB Family Coverage Group (FCG) is a coverage group in the Commercial & Investment Bank ... (CIB), focused on ultra-high net worth families and their Family Investment Firms. FCG is part of the broader Strategic Investors Group in the Investment Bank,… more
- Neuberger Berman (New York, NY)
- …Wealth is implementing a strategic plan that includes elevating Private Wealth's investment platform, leveraging the firm's global investment capabilities to ... In support of growth and innovation, the Private Wealth Investment Group seeks to hire an Investment ...first or second "Best Place to Work in Money Management " for last eight consecutive years (firms with 1,000+… more
- NBT Bank (Syracuse, NY)
- …portfolios including presentations/meetings with individuals and various boards. Responsible for the management of up to 10 investment officers. Education and ... accounts and accounts of a more complex nature within the Trust & Investment Department and assisting in business development. Insures that personnel of the… more
- Robert Half Finance & Accounting (Albany, NY)
- …recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various ... Description A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include:… more
- Mastercard (Harrison, NY)
- …financial planning and analysis activities, including financial reporting and controls, investment management , support of M&A activities, development of business ... analysis, budget, planning and forecast experience, significant experience in risk management and a solid understanding of the business or demonstrated learning… more
- EPAM Systems (New York, NY)
- …drive the design and delivery of scalable low-code applications supporting trading, investment management , and asset allocation workflows. The ideal candidate ... and auditability within financial systems + Excellent communication and stakeholder management skills **Nice to have** + Prior integration with market data… more
- University of Rochester (Rochester, NY)
- …Wilson Society + Have a working knowledge of the University of Rochester's investment management strategy and asset allocation for charitable trusts + Represent ... and other partner offices preferred + Sophisticated understanding of "moves management " and annual, major, leadership, principal gift fundraising in a donor-centric… more
- BlackRock (New York, NY)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... the intersection of taxation and investing-thus "after-tax investing". The Investment Strategist explains the Aperio Direct Indexing quantitative investment… more
- JPMorgan Chase (New York, NY)
- Job Description JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading ... investment solutions. Our wide array of financial strategies -...array of financial strategies - equity, fixed income, cash management , currency, asset allocation, and alternative asset classes -… more
- JPMorgan Chase (New York, NY)
- …critical challenges to the firm. As an Analyst on the Commercial & Investment Bank Strategy team, you will support mission-critical projects, including but not ... are typically team-based and include close collaboration with the Commercial & Investment Banking Operating Committee and senior executives. Our team comes from top… more