- Citigroup (New York, NY)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly monitoring progress and… more
- JPMorgan Chase (New York, NY)
- …with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- Neuberger Berman (New York, NY)
- …Berman:** Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with $508 billion in assets under management as of December ... in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the...mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats… more
- Neuberger Berman (New York, NY)
- …Solutions team within Insurance Investments. **Responsibilities:** + Grow the Insurance Investment business + Manage insurance fixed income portfolios + Represent ... in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the...mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Tompkins Community Bank (Mount Kisco, NY)
- …This role serves as a key advisor and team collaborator, integrating investment , banking, trust, and insurance professionals to deliver holistic client experience. ... to uncover client goals and plan for them either individually or with the support of partners. Strong written and verbal communication skills are needed. Success in… more
- TIAA (New York, NY)
- …to join the team as a Senior Associate. The Senior Associate will support the implementation of transactions, while working cross-functionally across the entire deal ... distribution, risk, compliance, operations, IT along with external advisors. + Support the external interactions during deal sourcing and negotiations, eg,… more
- Wells Fargo (New York, NY)
- …Management - Senior Assistant VP** (Senior Business Execution Consultant) in Corporate Investment Banking (CIB) as part of The Chief Operating Officer (COO), within ... solutions to both new and existing business challenges + Support the Capital & Portfolio Management team in efforts...**Desired Qualifications:** + 4+ years of Corporate Lending and/or Investment Banking + Experience with Investment Banking… more
- Nuveen Investments (New York, NY)
- …GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This ... fully integrated team of more than 200 investment professionals, including one of the largest research teams...Nuveen GFI is seeking a senior CLO CPM to support the ongoing growth of our CLO business. **Key… more
- JPMorgan Chase (New York, NY)
- …and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by ... and technology teams to plan and manage priorities that deepen 55ip's impact and support its business growth. You will understand the trends across the asset and… more