- 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 ... wealth management in the workplace through Global Wealth at Work. We also have leading investment...committed to teaching you the ropes. The ten-week Summer Analyst Program starts in June and ends in August.… 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 ... **Our Team** As a part of Investment Solutions, the Managed Product Group serves as...investment products to the US Private Bank, Chase Wealth Management, and JP Morgan Advisors platforms, including negotiating… more
- Neuberger Berman (New York, NY)
- We are seeking a proactive, hands-on Project Manager/Technical Business Analyst to lead and coordinate technology-driven projects, analyze complex business ... environment, managing projects, and partners closely with Onboarding, Client Service, and Investment teams to ensure our investment platform is fully prepared… more
- JPMorgan Chase (New York, NY)
- … wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, ... clients while building your own expertise. As an Solutions Analyst Trainee in Global Private Bank, you will work...Trainee in Global Private Bank, you will work with investment professionals who are dedicated to structuring creative and… 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, ... transfers by notifying the Portfolio Manager Team and Sr. Investment Consultant. Monitor the process of the transfer, handle...5 years of experience in a broker dealer or investment industry * Minimum 3 years of experience in… more
- S&P Global (New York, NY)
- …to the global investment community. The role will allow the Senior Analyst to have impactful exposure to multiple groups within S&P DJI (Index Governance, Index ... Management space + Understanding of benchmarks and how they fit into the investment process, particularly within Asset Management and Wealth Management +… more
- Wells Fargo (New York, NY)
- …existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in...or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred + Deep experience with clients… more
- Citigroup (New York, NY)
- …opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management, and various investment and ... Citi Wealth services a large number of UHNW relationships...accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus + 15+ years of relevant… more
- JPMorgan Chase (New York, NY)
- …generational planning in an effort to create tax-efficient investment vehicles for wealth management clients globally. The Analyst assumes a pivotal role on ... and hedge funds, and since inception in 1992, has brought over 150 investment opportunities to JP Morgan's Wealth Management clients, endowments and foundations.… more
- Citigroup (New York, NY)
- …In addition, this role will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor base on existing ... The Private Equity and Real Estate Research Analyst will be a member of the Global...structuring, and negotiation of private equity and real estate investment opportunities for Citi Wealth clients. +… more
Recent Jobs
-
Specialist Platform Engineer
- MTA (New York, NY)
-
Summer Marketing Internship - Cleveland
- KeyBank (Brooklyn, OH)
-
Processing Technician - Electrical Test, Project Kuiper
- Amazon (Merritt Island, FL)
-
Residence Life Coordinator - Oxford College of Emory University
- Emory Healthcare/Emory University (Oxford, GA)