- JPMorgan Chase (New York, NY)
- …across Marketing, Market & Alternatives Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service. **Job ... JP Morgan Asset Management. As a leading global asset manager , we oversee nearly $200 Billion in alternative assets...with the broader US Advisor client leadership team and Investment Specialists to exchange ideas and formulate strategies for… more
- JPMorgan Chase (New York, NY)
- …including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services. + Develop deep expertise ... and Skills** + Bachelor's Degree, + Strong knowledge of Asset Allocation and Portfolio Construction + SIE, Series 7, and Series 66 licenses (mandatory to obtain… more
- Bank of America (New York, NY)
- …tactical trading ideas; interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and ... wide range of foreign exchange needs including cash management, hedging and investment strategies + Execute interest rate risk management solutions to address… more
- BMO Financial Group (New York, NY)
- …is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to ... diverse sectors, and provides equity strategy, quantitative analysis and portfolio management services to our clients. Within this, we...in a related field of study. MBA, CPA/CA and/or CFA certification is preferred. US only: Series 7, 63,… more
- Bank of America (New York, NY)
- …tactical trading ideas; interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and ... considerations imperative to servicing UHNW clients (ie tax implications of various investment strategies critical for wealth structuring, and credit terms for OTC… more