- JPMorgan Chase (New York, NY)
- The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. ... Our mandate is to curate the investment product offering and enhance the investment ...team develops business cases, conducts competitive research across the wealth management industry, and prepares detailed analyses and presentations… more
- Bank of America (New York, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Credit-Product-Specialist--Global- Wealth Investment -Management\_25030120) ... Credit Product Specialist, Global Wealth & Investment Management New York,...determine viability of loan opportunities; and, o Assessing existing portfolio of loans ensuring compliance with financial covenants and… more
- Citigroup (New York, NY)
- We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between ... the implementation of GenAI-powered capabilities to automate the identification of portfolio health issues, generate diagnostics, and recommend investment … more
- Bank of America (New York, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- S&P Global (New York, NY)
- … theory + Current or past experience working in wealth and/or investment management with a focus on portfolio construction + Self-driven with strong ... industry as a leader in providing indices used for investment products and portfolio benchmarking. Our indices...Understanding of benchmarks and how they fit into the investment process, particularly within Asset Management and Wealth… more
- BlackRock (New York, NY)
- …wealth management clients with model construction capabilities, risk monitoring tools, and portfolio construction & analytics. The Aladdin Wealth Tech team is ... sold to external clients and digital distribution technology that enable BlackRock's investment sales in the wealth channel. Our clients include wirehouses,… more
- City National Bank (New York, NY)
- …generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst ... check this data for accuracy. * Generate properly formatted portfolio reviews to be checked by a Wealth...Investment Policy Statements for new clients; reviews with Wealth Advisor. *Must-Have** * Bachelor's Degree or equivalent *… more
- Citigroup (New York, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows us to deliver… more
- BlackRock (New York, NY)
- …Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth managers ... portfolio construction and financial technology demands. The Aladdin Wealth team leverages the same risk analytics used by...their end clients, create rigor and scale in their investment process, and grow their businesses in a differentiated… more
- Neuberger Berman (New York, NY)
- …legal and regulatory framework for the Private Wealth business; liaising with wealth advisors, portfolio managers and operations on all aspects of the client ... for a wealth management and asset management business, including the Investment Advisers Act, FINRA rules, Investment Company Act, Securities Act, and… more