- PowerToFly (New York, NY)
- A leading financial services firm is looking for a Wealth Management Analyst to provide exceptional client service and support Financial Advisors. The role ... involves organizing business strategies, assisting in client interactions, and executing marketing initiatives. Ideal candidates need 2+ years of experience, a relevant degree, and active financial licenses such as Series 7 and 66. The position offers strong… more
- PowerToFly (New York, NY)
- POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ ... a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such… more
- Citigroup Inc. (New York, NY)
- A leading global bank is seeking a Sr. Analyst for Wealth Relationship Management in New York. The role involves building and deepening relationships with ... affluent clients, tailoring financial solutions to their needs. Candidates should have 5-8 years of experience, possess strong analytical and communication skills, and be familiar with financial planning software. Competitive salary and robust benefits package… more
- Citigroup Inc. (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
- PowerToFly (New York, NY)
- We are looking for a strong Analyst /Associate to join our New York or West Conshohocken based Investment Support team. The role is a Middle Office role sitting ... firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of… more
- Capital One (New York, NY)
- …information security, cybersecurity, site reliability engineering, technology, data analyst , data scientist, and risk management professionals. They have ... a wealth of experience and a demonstrated ability to add value with their advice and to deliver high-impact results. Role-specific text This position - Manager,… more
- William Blair (Boston, NY)
- …passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work ... deal issues, providing thoughts and perspective on resolution. Review all analyst and associate work for consistency, correctness and formatting, taking… more
- William Blair (New York, NY)
- …passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work ... constructive feedback. Focus on improving the quality of vice president, associate, analyst and summer intern work product. Ensure senior team knows the valuable… more
- S&P Global (New York, NY)
- …applicable About S&P Global Ratings At S&P Global Ratings, our analyst -driven credit ratings, research, and sustainable finance opinions provide critical insights ... time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in… more
- Citigroup (New York, NY)
- The Research Analyst will be a member of the Global Alternatives research team which is focused on the diligence and structuring of compelling private equity and ... real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis,...fund opportunities to address the needs of our global wealth client base. The position will focus on evergreen… more
