- Santander US (Brooklyn, NY)
- …investment /insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications ... sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance… more
- Principal Financial Group (New York, NY)
- …Do** We're looking for an experienced fixed income credit analyst to join our Investment Grade team. In this role, you'll cover the TMT and Industrial sectors! + ... analysis on assigned companies/sectors, develop financial models, and provide investment recommendations, credit ratings and outlooks + Analysis includes economic… more
- Neuberger Berman (New York, NY)
- …management, and performance measurement / analysis for a series of commingled investment funds and separate account mandates, focused on investing in Real Estate ... Estate Funds, their subsidiary REITs and Blocker Corps, and the up-stream investment and Carried Interest vehicles + Support Treasury operations, including cash… more
- Wellington (New York, NY)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...of contact to facilitate and coordinate communication between the sales team and the Funds Group, coordination of client… more
- Oracle (Albany, NY)
- …pipeline activity, and client feedback to optimize strategies. Understand PE firms' investment strategies and value-creation goals to tailor sales pitches. Act ... private equity. Qualifications: 3-7+ years of experience in business development, sales , or relationship management within private equity, investment banking,… more
- TIAA (New York, NY)
- …Director of Operations, Execution, and Risk. This person would ensure that investment and business processes are efficient, scalable, and aligned with regulatory and ... operational excellence. The responsibilities would fall into three categories: 1) Investment and Business Risk Management; 2) Reporting and Oversight; 3) Practice… more
- Neuberger Berman (New York, NY)
- …Equity Research group provides in-depth sector and macro expertise to identify investment recommendations and emerging industry trends for a range of portfolios and ... with management teams; conducts primary research and field work to substantiate our investment theses; and liaises with our colleagues who invest across the capital… more
- Nuveen Investments (New York, NY)
- The Associate, Loan Administration role is responsible for supporting all investment activities performed by the group that occur before and after initial ... support Nuveen Operations in maintaining Wall Street Office + Liaise with investment team to identify portfolio-related issues and communicate these to the portfolio… more
- Citigroup (New York, NY)
- Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net ... under management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking… more
- Neuberger Berman (New York, NY)
- …oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. + Day-to-day interaction with clients (internal and ... external) on all account matters, including legal, tax, investment , and general administration of their accounts. + Active participant in investment and… more