- Citigroup (New York, NY)
- …consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients + Strengthen private banking ... + Stay abreast of all CPB products, services, and processes. + Deliver wealth management services to CPB Latam clients with guidance from the Banker teams… more
- US Bank (New York, NY)
- …to join our **Portfolio Management and Underwriting team** , supporting various investment fund strategies. This role offers a unique opportunity to work directly ... types including pension funds, endowments, foundations, insurance companies, sovereign wealth funds, feeder vehicles and high-net-worth individuals. + Prepare… more
- Citigroup (Getzville, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our… more
- Nuveen Investments (New York, NY)
- …and Business Development, Retirement Solutions, Risk and Compliance, Technology, and Wealth Management. **Key Roles and Duties** + **Support high-impact business ... Management ** Client Portfolio Management (CPM) is an expert portion of our investment teams working in partnership with and across distribution channels in support… more
- BlackRock (New York, NY)
- …portfolio managers within SAE to cultivate a deep understanding of our investment approach, portfolio characteristics and performance results in order to represent ... the products internally and externally, particularly targeted to the Americas Wealth Channels. Develop strategic growth initiatives and product innovation. Develop… more
- KeyBank (Tarrytown, NY)
- …& 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...together to drive ambition for every future! **Purpose** The Analyst /Associate, US FX Sales will play a critical role… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...all equity and FICC client-related activities, including corporate and analyst marketing, one-off events and ad hoc situations +… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...capabilities. + Mentor and help develop colleagues at the Manager/ Analyst level. + Champion a client focused culture by… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America,… more