- Citigroup (New York, NY)
- …Exam (SIE), Series 7, Series 66 required **Job Family Group:** Private Client Product Services **Job Family:** Investment Manager Research **Time Type:** Full ... for the Citi Wealth clients. + Prepare and maintain relevant offering materials including marketing decks, fact cards, FAQs, etc. to assist in marketing efforts… more
- Citigroup (New York, NY)
- …objectives for the entire Alternatives platform + Develop new discretionary product initiatives including fund of funds, SICAVs, co-investment programs, separately ... for discretionary alternative investment products in partnership with the relevant manager research teams and the broader CGWI organization + Portfolio Oversight… more
- Janus Henderson Investors (New York, NY)
- …CLO ETFs and their redeem / create cashflows + Assist with CLO manager due diligence, write-ups, surveillance, monitoring and risk assessment + Assist in the ... of the current CLO portfolio including risk assessments, CLO manager performance, opportunity for risk/reward optimization, relative value opportunities and… more
- Paychex (Rochester, NY)
- …and partnerships. + Provides timely and accurate reporting of partner sales statistics , growth, ancillary product opportunities, and service related issues to ... of the partner relationship, business strategies, and opportunities to the ongoing account manager to ensure sales growth. + Gains a solid understanding of the… more
- BMO Financial Group (New York, NY)
- …fulfilling client requests for market updates and providing clients with specific product information. + Responds to inquiries from clients, regulatory agencies, or ... legal documents in order to better serve client needs. + Develops marketing ideas and helps initiate transactions through appropriate presentation of financial data.… more
- PNC (New York, NY)
- …+ Preferred business relevant majors (eg, Finance, Accounting, IT, Economics, Marketing , Math, Statistics , HR, Management, Communications, Business Law, ... navigate a successful career in banking. Capital Markets analysts master PNC's product set to excel in analytics, credit, relationship management, sales and… more
- Siebert Williams Shank (New York, NY)
- …in New York and Oakland. SWS is a perennial leader as a co- manager of investment-grade corporate debt, a national leader in public finance investment banking, ... as an individual + Prepare graphical representations or various debt statistics + Compiling municipal issuers' historical financial information from public documents… more