- Zurich NA (New York, NY)
- …to conduct extensive diligence / referencing.Develop relationships with the intermediaries, portfolio companies, managers, and other limited partners to improve ZAAM ... Equity. + Perform regular investment and risk monitoring on portfolio activities under assigned coverage and leverage technology and...in finance or an MBA. + Progress toward the CFA designation. + Experience in one of the following… more
- BlackRock (New York, NY)
- …That's why investors of all kinds have made us the world's largest asset manager , entrusting us with trillions of dollars, and its why companies, institutions and ... money in real time. Our investment software combines risk analytics with portfolio management, trading, compliance, and operations tools on a single platform to… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management, a leading global alternatives manager with over 40 years of experience, oversees $500B in assets, including $140B in private markets and ... our specialized teams provide unique portfolio solutions across real estate, private equity, alternative credit,...7 and 63 certifications (or willingness to achieve) + MBA/ CFA preferred JPMorganChase, one of the oldest financial institutions,… 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 ... investment team to assist in the sourcing, diligence, and management of portfolio companies. The ideal candidate will be a self-directed, hard-working team player… more
- Bank of America (New York, NY)
- …and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by ... and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and… more
- Neuberger Berman (New York, NY)
- …regulations. + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients. + **Client Support** : Offer daily support ... trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc. + **Account… more
- S&P Global (NY)
- …clearly communicate to a number of internal and external stakeholders. **Hiring Manager Quote:** **This role provides a wonderful opportunity to develop and enhance ... candidate will gain exposure to alternative data sets, sophisticated portfolio construction techniques, and a broad and robust range...or finance strongly preferred. + Commitment to studying the CFA + Knowledge of Python strongly preferred. + Must… more
- JPMorgan Chase (New York, NY)
- …client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services. + Develop deep expertise in program guidelines ... and Skills** + Bachelor's Degree, + Strong knowledge of Asset Allocation and Portfolio Construction + SIE, Series 7, and Series 66 licenses (mandatory to obtain… more
- Wellington (New York, NY)
- …investment products to financial advisors and home offices, and knowledge of portfolio construction. The individual in this role will bring an important perspective ... the importance of advisor education in effectively positioning an asset manager as a partner of choice. **Responsibilities** Specific responsibilities include but… more
- 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