- Citigroup (New York, NY)
- …of if, but when. Citi's is looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. Citi Global Wealth is unified wealth ... that serves clients across the wealth continuum. Wealth serves ultra-high-net-worth individuals and family offices through Citi...committed to teaching you the ropes. The ten-week Summer Analyst Program starts in June and ends in August.… more
- City National Bank (New York, NY)
- *OPERATIONS ANALYST * WHAT IS THE OPPORTUNITY? Provides operational support to the Portfolio Manager Team and Advisors on all asset movement activities. Review, ... process, and follow up on all inquiries regarding transfer of assets and account maintenance of electronic transfers & check writing. Assist in questions regarding withdraws, contributions, and RMDs on retirement accounts. Monitor retirement accounts toward… more
- JPMorgan Chase (New York, NY)
- …and Separately Managed Accounts (SMAs) offered through the Private Bank, Chase Wealth Management, and JP Morgan Advisors investment platforms. These platforms offer ... delivery of new investment products to the US Private Bank, Chase Wealth Management, and JP Morgan Advisors platforms, including negotiating with investment managers… more
- Citigroup (New York, NY)
- The Customer Service Senior Analyst is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the ... Customer Service team. The overall objective of this role is to address external customer issues and provide ongoing customer service support. **Responsibilities:** + Manage a portfolio of high-profile clients and serve as single point of contact for queries,… more
- Citigroup (New York, NY)
- The Customer Service Intermediate Analyst is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the ... Customer Service team. The overall objective of this role is to address external customer issues and provide ongoing customer service support. **Responsibilities:** + Manage a portfolio of high-profile clients, ensuring queries are acknowledged, investigated… more
- Citigroup (New Hyde Park, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
- JPMorgan Chase (New York, NY)
- …in generational planning in an effort to create tax-efficient investment vehicles for wealth management clients globally. The Analyst assumes a pivotal role on ... **Job Description** Within the JP Morgan Wealth Management, the Alternative Investments Group ("Alts") is...terms; fund domiciles; corporate structures; and tax considerations. The Analyst has regular interaction with senior executives within the… more
- Robert Half Technology (New York, NY)
- Description Position Summary: We are seeking a dynamic and hands-on Business Analyst to join our Portfolio & Wealth Advisory team. This role is pivotal in ... is a plus. 5+ years of experience as a Business Analyst , preferably in wealth management or financial services. Proven track record of delivering… more