- JPMorgan Chase (New York, NY)
- …planning **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA + Prior experience providing complex investment solutions to individuals ... with the opportunity to take your career to the next level. As an Investment Specialist in the International Private Bank, you are responsible for helping the Banker… more
- Equitable (New York, NY)
- …sense of ownership and accountability. Preferred Qualifications: + MBA or CFA + Experience with insurance company investment frameworks and regulatory ... unlock your potential? We are seeking a highly motivated investment professional to join the General Account ("GA") ...investment professional to join the General Account ("GA") Investment team to support our $4B alternatives portfolio. This… more
- JPMorgan Chase (New York, NY)
- …data. **Preferred qualifications, capabilities and skills** + Preference for candidates with MBA , CFA . + Preferably experience in Asset Management, with ... At JP Morgan Asset Management, we provide investment solutions to many of the world's largest...identify, share and compare ideas around the globe. Our investment processes are founded on tried and tested … more
- JPMorgan Chase (New York, NY)
- …+ Series 3, 7 and 63 certifications (or willingness to achieve) + MBA / CFA preferred JPMorganChase, one of the oldest financial institutions, offers innovative ... the motivation to develop market opportunities. As the US Private Markets Investment Specialist, you will actively engage in maintaining and developing relationships… more
- Citigroup (New York, NY)
- …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires a broad ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- JPMorgan Chase (New York, NY)
- …guidance to junior staff **Required Qualifications, Capabilities, Skills** + Bachelor's degree required; MBA or CFA preferred + Series 7, 66 and Insurance ... **Primary Function** As an Investment Specialist you are responsible for helping the...deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + Conduct investment … more
- Citigroup (New York, NY)
- …of issues **Qualifications:** + Bachelor's degree required. Relevant advanced qualifications (eg, MBA , CFA ) preferred. + 15+ years of leadership experience in ... capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By building on the strengths and capabilities… more
- Citigroup (New York, NY)
- …of related experience + Expertise in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and… more
- Principal Financial Group (New York, NY)
- …That Will Help You Stand Out** + Achievement of a professional designation such as CFA , CAIA, FRM, CIMA, MBA or ASA/FSA + Strong understanding of capital ... You'll Do** We're looking for a Director, Client Portfolio Manager to join our Investment Solutions team. In this role, you'll contribute to the delivery of business… more
- Bank of America (New York, NY)
- …/Essbase reporting experience + Strong business acumen including investment products knowledge + CFA / MBA / CPA + Bachelor's degree - accounting or finance ... Senior Finance Analyst - Business Support (The Investment , Trust & Workplace Benefits Reporting, Analysis & Forecasting Team) Charlotte, North Carolina;New York, New… more