- TD Bank (Melville, NY)
- …I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, ... will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and… more
- Citigroup (New York, NY)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account… more
- Citigroup (New York, NY)
- …curves, cross currency basis spread, and swap spread, to advise on investment strategies with focus on non-USD balance sheet risks. Research global financial ... market and macroeconomic trends and provide actionable investment strategies based on analysis of non-USD sovereign fixed income market, macroeconomic environment,… more
- Wells Fargo (New York, NY)
- …market banking provider in the US We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, ... reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate & Investment Banking, and Wealth & Investment Management. Wells Fargo… more
- NYSERDA (Albany, NY)
- …develop, invest, and foster conditions that: + Attract the private sector capital investment needed to expand New York's clean energy economy. + Overcome barriers to ... interventions and strategies that overcome market barriers, encourage private capital investment , and accelerate the scale and penetration of clean energy. The… more
- JPMorgan Chase (Brooklyn, NY)
- …Management run analysis and activities which include, performance reporting , rate-of-return calculations, return attribution, risk analytics, competitive analysis ... front-office Advisors, addressing ad-hoc client inquiries related to their investment performance by providing detailed account level analysis. **Job… more
- BlackRock (New York, NY)
- …Fixed Index Annuities, Registered Index Linked Annuities, Life Insurance, and retail investment products such as ETFs and mutual funds. As a top-five manager ... of retail insurance assets, the team delivers comprehensive investment , risk management, and advisory solutions tailored to insurers'...tracking and CRM hygiene to support sales forecasting and reporting . + Partner with RI leadership to shape the… more
- Wells Fargo (New York, NY)
- …It all begins with outstanding talent. It all begins with you. **Wealth & Investment Management (WIM)** is one of the United States' leading providers of financial ... and investment services. We offer a full range of personalized...including ensuring effective planning for sustainability, ongoing control adherence, reporting , measurement, technology impacts, and monitoring + Make decisions… more
- JPMorgan Chase (Brooklyn, NY)
- …("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses ... documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence **Required qualifications, capabilities and skills**… more
- JPMorgan Chase (New York, NY)
- **Intro marketing language** As one of the world's leading investment management companies, JP Morgan Asset Management ("JPMAM") is a major client of many ... will be beneficial to the JPMAM client business (cost saves, investment opportunities, financing needs, liquidity provision, etc.) and drive forward/reinforce these… more