- City National Bank (New York, NY)
- …data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews ... allocation overviews; Cash flow and scenario analyses; Comparisons of current investment providers vs. appropriate benchmarks and CNR composites; Illustrations of… more
- TD Bank (New York, 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
- JPMorgan Chase (New York, NY)
- Our Global Alternatives Investment Solutions (GAIS) business is seeking an experienced specialist to grow its private credit business across primary fund ... investments , secondary transactions and co- investments . The candidate...wide variety of private credit opportunities to identify attractive investment opportunities + Carry out detailed trade and fund… more
- Neuberger Berman (New York, NY)
- …and insurance accounting expertise of the Solutions team within Insurance Investments . **Responsibilities:** + Grow the Insurance Investment business + ... well as additional focus on asset managers' insurance expertise. The Insurance Investments team advises on, structures, and manages portfolios for insurance clients… more
- Santander US (New York, NY)
- …You!** Essential Functions/Responsibilities: Leads the due diligence process on new investments including working with account managers to conduct due diligence and ... in collaboration with credit professionals to produce credit memos for new investments . Represents Santander in civic and community functions to further enhance the… more
- JPMorgan Chase (New York, NY)
- … investments marketing effort, working primarily with internal clients ( investment specialists, portfolio managers, research, investment teams, and client ... estate funds. The team has been managing real estate investments on behalf of our clients for 50 years,...client questionnaires. + Collaborate with the Real Estate Americas Investment Specialist team to service existing clients and acquire… more
- Capital One (New York, NY)
- …Associate (Commerce & Fintech Investor) Capital One Ventures (COV) is the strategic investment arm of Capital One. We seek to invest and partner with cutting-edge ... tech, fintech, commerce enablement, and other sectors. Some of our investments include: Snowflake, Hopper, Sevenrooms, Melio, Dave, Socure, and MoneyLion. About… more
- Neuberger Berman (New York, NY)
- …Berman:** Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $508 billion in assets under management as of ... has been named first or second in Pensions & Investments Best Places to Work in Money Management survey...+ 12+ years in alternatives operations, business enablement, or investment operations in asset management, private markets, or related… more
- JPMorgan Chase (Nanuet, NY)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs… more
- City National Bank (New York, NY)
- …sophisticated financial modeling, and expert industry knowledge to generate actionable investment insights that drive portfolio performance across $20B in assets ... providing critical research and recommendations to portfolio managers, the Investment Strategy Committee, and client-facing professionals. *KEY RESPONSIBILITIES* *Fundamental… more