- Raymond James Financial, Inc. (New York, NY)
- …company complies with regulations and good financial practice. Analyze and forecast investment or market trends by designing and developing nonroutine investment ... May also manage specific assigned portfolios while helping to develop investment policy. Recommend changes to policies, processes, standards, and practices that… more
- Neuberger Berman (New York, NY)
- …for NB Private Wealth 's clients. In support of growth and innovation, the Private Wealth Investment Group seeks to hire an Investment Platform & Due ... Wealth is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global investment … more
- JPMorgan Chase (New York, NY)
- …+ Undergraduate degree required. + Preferred experience in fiduciary and investment operations , accounting, paralegal work, grant administration, or nonprofit ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Broadridge Financial Solutions (New York, NY)
- …executives. 8-10 years of experience. + 10+ years of either Broker-Dealer Operations Experience or Broker-Dealer Sales Experience + Ability to build, foster and ... to work within a collaborative environment to achieve results + Strong investment industry knowledge and existing network of relationships + Excellent interpersonal,… more
- Robert Half Finance & Accounting (New York, NY)
- …a highly successful Wealth Management firm, is looking for a Senior Associate , Operations to help deliver exceptional service to high-net-worth clients by ... in Finance, Accounting or related field . 3+ year of experience in investment operations , portfolio accounting or fund accounting . Advanced MS Excel skills .… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned ... wealth and investment teams, with access to...as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances… more
- Neuberger Berman (New York, NY)
- …a plus. + 2-5 years of financial services experience, preferably in Private Wealth , investment advisory, or asset management settings. + Self-motivated and ... Neuberger Berman's Private Wealth Operating Platform seeks a highly motivated and... Operating Platform seeks a highly motivated and detail-oriented Associate to support initiatives focused on process improvement, operational… more
- JPMorgan Chase (New York, NY)
- …Senior Associate to join the team! JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. ... include close collaboration with senior executives. As a US Private Bank Strategy Senior Associate within Asset and Wealth Management, you will play a pivotal… more
- BlackRock (New York, NY)
- …seamless implementation. + Coordinate with internal teams (eg, portfolio management, investment operations ) and external partners to execute client onboarding ... when needed. + **Knowledge Base:** General understanding of financial markets and wealth investment landscapes. **Preferred Skills** + Familiarity with process… more
- JPMorgan Chase (New York, NY)
- Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with ... the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take… more