- Wells Fargo (New York, NY)
- …a Senior Specialty Asset Advisor to join the Specialty Asset Management organization within Wealth & Investment Management. **In this role, you will:** + Advise ... asset management for a large region of Wells Fargo Wealth and Investment Management + Capture sizable...to meet specific client objectives + Provide in depth portfolio analytics to ensure client portfolios are properly diversified… more
- Athene (New York, NY)
- …and buffered accumulation solutions for RIAs, hybrid advisors, and independent wealth platforms. This Vice President will lead a first-of-its-kind effort: ... into model portfolios-treating guaranteed income and principal protection as core portfolio features, not sidecar add-ons. You'll drive market discovery, product… more
- Citigroup (New York, NY)
- …during portfolio implementation and partner successfully with the regional investment team. Maintain responsibility for the daily portfolio and ... and custom accounts, partnering with portfolio managers in LATAM Custom Portfolio Solutions. Contribute to the overall investment strategy, design, and… more
- Neuberger Berman (New York, NY)
- …workflows and systems. The Associate will work closely with 45 teams across Portfolio Management, Wealth Advisory, and the Trust Company, contributing to the ... a plus. + 2-5 years of financial services experience, preferably in Private Wealth , investment advisory, or asset management settings. + Self-motivated and… more
- JPMorgan Chase (New York, NY)
- …client commitments. The team collaborates closely with other Alternatives teams across Investment Solutions. **Job Summary** As a Wealth Management, Private ... a part of JPMorgan Chase & Co's Asset & Wealth Management division, is responsible for sourcing, underwriting, and...1 year and not more than 2 years in investment banking, investment due diligence, portfolio… more
- Bank of America (New York, NY)
- …strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment ... strategy and global markets and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio… more
- BlackRock (New York, NY)
- …broader Multi-Asset Strategies & Solutions (MASS) Group. The MASS team is the investment group at the heart of BlackRock's portfolio construction, asset ... outcomes, and talent development. + Deep experience and understanding of global Investment markets for Private Markets, preferably Wealth , FOFE, and Defined… more
- BlackRock (New York, NY)
- …Demonstrated understanding of the asset management industry, capital markets, multi-asset investment products across retirement solutions and wealth management. ... a Director, based in New York, to lead strategic communications for whole portfolio solutions, a strategic growth priority for the firm. This includes developing and… more
- JPMorgan Chase (New York, NY)
- …investment strategy. Key responsibilities include, but are not limited to: + Portfolio Management: Implement the investment process and execute trades to ... asset management firm. Over the years, it has developed a diversified investment platform that includes hedge funds, co- investment vehicles, and committed,… more
- Neuberger Berman (New York, NY)
- …systems for both internal and external managers + Significant interface with Private Wealth Investment Group to implement asset allocations in accordance with ... Trust team of NBTC. The team supports Institutional, Private Wealth Management and Intermediary businesses of the firm, and...client investment policy. Oversee/implement trading and portfolio rebalancing… more