- S&P Global (New York, NY)
- …their complex business challenges. The team is sales and relationship management focused, and intellectually curious. We uniquely leverage our proprietary ... relationships with key clients and prospects across Public and Private Markets, including insurance companies, financial institutions, non-bank financial… more
- Bank of America (New York, NY)
- …sales and marketing experience + Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability to work ... Relationship Building + Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification **Minimum Education… more
- JPMorgan Chase (New York, NY)
- …where innovation meets excellence in the Consumer and Community Banking - Banking and Wealth Management sector. As a Lead Software Engineer at JPMorgan Chase ... within the Consumer and Community Banking -Banking and Wealth Management , you are an integral part of an agile team that works to enhance, build, and deliver… more
- HSBC (New York, NY)
- …and motivation to develop high conviction investment cases + Experience with portfolio management tools + Familiarity with private client portfolio management ... all share. The Senior Equity Portfolio Manager is responsible for the ongoing management of the US equity portfolios in the proposition, including delivering strong… more
- Citigroup (Uniondale, NY)
- …Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors + ... organizational skills, ability to manage multiple concurrent deadlines and time management skills + Strong Communication Skills + Proficient in Microsoft Office… more
- S&P Global (New York, NY)
- …clients across commercial segments including Investment Managers, Investment Banks, Private Equity firms, Commercial Banks, Insurance Companies, Governments and ... Partner closely with other internal stakeholders, such as Product Management , Market Development, Legal and Client Support teams. **Compensation/Benefits… more
- City of New York (New York, NY)
- …TO: - Lead the development and analysis of surveys related to wealth and other social determinants of health (SDH), applying appropriate statistical methodology ... and statistical software (SAS, SQL, other) skills - Facility with data management - Excellent data visualization and communication skills (both verbal and written)… more
- Truist (New York, NY)
- …and payment solutions product suite as well as floating rate and F/X, private wealth , insurance and other services. Senior investment banking professionals are ... the following job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to… more
- Broadridge Financial Solutions (New York, NY)
- …Manager, Sentry. Broadridge's "Sentry" business refers to its Sentry PM portfolio management technology, a cloud-based solution designed for private debt, loans, ... and CLOs (Collateralized Loan Obligation), streamlining activities like portfolio management , research, origination, trading, and compliance. We help drive business… more
- HSBC (New York, NY)
- …knowledge of investments, asset allocation and portfolio construction + Prior experience with wealth management platforms + Product Management experience is ... delivery of investment advice and implementation (including tools and programs) for Private Banking clients. The team in responsible for commercialization of the… more