- Citigroup (New York, NY)
- …+ Lead aspects of the yearly Advisor Scorecard performance planning and execution across the Private Bank, Wealth at Work and Citigold Wealth Businesses + ... in financial services, fintech, or consulting. + Understanding of wealth banking products, particularly Deposits and Investment ...of wealth banking products, particularly Deposits and Investment product and portfolio analysis is a plus. +… more
- Scotiabank (New York, NY)
- …and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At ... Associate, Investment Banking, Financial Sponsors Group - US **Requisition...identify opportunities with Scotiabank clients + Oversee alongside an Analyst the underwriting and approval process for both corporate… more
- KeyBank (Tarrytown, NY)
- …& 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 11 **The** **Role:** Senior Index Manager, Private Markets and Equity Indices **The Location:** New York, NY **The Team:** ... indices covering global options, equities, futures, fixed income, commodity, digital assets, private markets and economics indices. This specific role will focus on… more
- JPMorgan Chase (New York, NY)
- …skills** + Experience in strategy consulting, corporate strategy, startups (FinTechs), investment banking, private equity / venture capital, strategic finance, ... We are looking for a talented Analyst to join the Chase Strategy team! When...Credit Card & Connected Commerce, Home & Auto Lending, Wealth Management, Product & Technology, HR, and Operations. **Job… more
- JPMorgan Chase (New York, NY)
- …implement our Client Skills Training Strategy and Programs built for Asset and Wealth Management Analysts and Private Bank Advisors, ensuring alignment with ... and practice management concepts that are key to an Analyst and Advisor's success, and interest and skill in...capabilities and skills:** + coaching certification and/or experience in Wealth Management or Private Banking business is… more
- Scotiabank (New York, NY)
- …and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...the trading desk, while leveraging our firm's research and analyst recommendations + Prospect for new opportunities, to bring… more
- S&P Global (New York, NY)
- …including Insurance, Banking, Non-bank Financial Institutions, Private Markets, Private Credit, or Alternative Investments and Financial Sponsors. + ... relationships with key clients and prospects across Public and Private Markets, including insurance companies, financial institutions, non-bank financial… more