- 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
- 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
- WTW (New York, NY)
- …solutions. + Bachelor's degree is mandatory. Progress toward or completion of MBA , CFA , CAIA, or financial engineering qualifications is highly desirable. ... values employees as being their greatest asset. As an Investment Product Manager at WTW, you will play a...the strategic development and management of innovative and market-leading investment products, aligning them with client needs and WTW's… more
- Equitable (New York, NY)
- …business or finance role + Proficiency in Microsoft Excel **Preferred Qualifications** + MBA or progress towards CFA + Technical, analytical and critical ... Financial Analyst, Equitable Investment Management ( 250000CD ) **Primary Location** :...the Financial Analysis and Strategic Planning team within Equitable Investment Management Group, LLC ("EIMG"). The individual interacts closely… more