- Bank of America (New York, NY)
- …The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and tactical ... includes sourcing and analyzing investments , monitoring existing fund investments , writing detailed investment memos and commentaries, presenting findings… more
- SMBC (White Plains, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... diverse client base to local markets and the organization's extensive global network . The Group's operating companies in the Americas include Sumitomo Mitsui Banking… more
- Zurich NA (New York, NY)
- …ZAAM PE. + Aggregate and synthesize PE data and trends to contribute towards ZAAM investment strategy . + Build and gather proprietary PE data to enhance ZAAM PE ... + Lead or co-lead deal origination, research, and analyzing of direct co- investment and secondary GP-led or continuation vehicle (CV) opportunities and / or… more
- City National Bank (New York, NY)
- …providing critical research and recommendations to portfolio managers, the Investment Strategy Committee, and client-facing professionals. *KEY RESPONSIBILITIES* ... findings and investment recommendations to portfolio managers and the Investment Strategy Committee * Develop comprehensive sector and company reports… more
- Publicis Groupe (New York, NY)
- … for some of the world's leading brands. **Overview** This position spans Strategy , Investment , and Operations, serving as a key bridge between client ... is part of Publicis Media, the #1 media buying network in the Americas and #2 globally. As "The...markets and internal teams. As part of the Strategy & Investment function, you'll oversee the… more
- Wellington (New York, NY)
- …help mitigate and/or adapt to climate change, at the Series B-D stage. The investment strategy spans a broad set of sectors including energy, buildings, smart ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...a key role in leading comprehensive due diligence for investments in Series B-D stage companies. + Industry sector… more
- Janus Henderson Investors (New York, NY)
- …love to hear from you! Your opportunity We are seeking a seasoned investment professional to lead strategy and execution for residential mortgage-backed ... investments across the securitized products landscape. + Communicate investment rationale and portfolio positioning to internal teams and external clients.… more
- TD Bank (Rego Park, NY)
- …or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience ... Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as… more
- Atria Wealth Solutions (Corning, NY)
- …services, assess the objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes market conditions ... promote the investment program to internal partners and an external network you develop + Commitment to supporting, and contributing to, a team-oriented culture… more
- NYSERDA (Albany, NY)
- …develop, invest, and foster conditions that: + Attract the private sector capital investment needed to expand New York's clean energy economy. + Overcome barriers to ... Market Scaling group. This role will directly oversee the strategy , programs and activities of the Neighborhood Scale Transformation...carbon thermal energy networks (TENs) and unlock the private investment needed to grow the TENs industry in NYS… more