- JPMorgan Chase (New York, NY)
- …role is to know the portfolios they represent as if they were the Portfolio Manager ("PM"). The Investment Specialist should be fully integrated with the ... of contact with the client on investment matters, ie, portfolio results and positioning. As such, the IS must...with Naval experience are welcome to apply. + A CFA or Master's Degree in Business Administration would be… more
- Bank of America (New York, NY)
- …and continuing education requirements as requested + Partnering with Private Bank portfolio manager , other Financial Advisors, Product Specialists and other ... skills. + Strong client service experience **Desired Skills:** + Experience with manager of client investments. + 10+ years' experience managing a successful book… more
- Neuberger Berman (New York, NY)
- …Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $515 billion ... conducted will be focused on firm/fund structuring, trading, valuation, portfolio accounting and fund administration, counterparty risk, technology, and.../ or PowerBI a plus + CPA, CAIA or CFA a plus Compensation Details The salary range for… more
- Raymond James Financial, Inc. (New York, NY)
- **Job Summary** The Senior Manager , Market Risk Manager will play a key role in the independent oversight and reporting of market risk exposures across Fixed ... risk analytics, and provide insight into market dynamics and portfolio sensitivities. The role requires strong analytical skills, a...or a related field; advanced degree or certifications (FRM, CFA ) are a plus. + OR ~ + Any… more
- M&T Bank (Buffalo, NY)
- …+ Minimum of 2 years' statistical analysis programming experience + Financial Risk Manager (FRM) or Chartered Financial Analyst ( CFA ) designation + Fluency and ... environment; communicate analytical results to Bank-wide stakeholders. + Track portfolio performance, model performance, campaign tracking and risk strategy results.… more
- CIBC (New York, NY)
- …engineering, finance, or another analytical discipline is required. Chartered Financial Analyst ( CFA ) or Financial Risk Manager (FRM) designation would be an ... Global Derivatives Technology develops and supports xTrader, CIBC's cross-asset portfolio management platform. xTrader is a suite of .NET applications… more
- BMO Financial Group (New York, NY)
- …stocks across diverse sectors, and provides equity strategy, quantitative analysis and portfolio management services to our clients. Within this, we are currently ... in a related field of study. MBA, CPA/CA and/or CFA certification is preferred. US only: Series 7, 63,...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- Bank of America (New York, NY)
- …trading ideas. + Interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and ... Series 7 & 66 required. + MS, MBA and/or CFA are desirable but not required. **Skills:** + Analytical...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Wellington (New York, NY)
- …innovative spirit of a boutique and the resources and stability of a global investment manager . We aim to use our global scale, sector research, and market reach to ... deal processes, developing investment recommendations, and managing ongoing support of portfolio companies. In addition, the candidate will help oversee and develop… more