- KeyBank (Albany, NY)
- … Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other banking, ... and comprehensive approach + Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues...in fiduciary, investment , tax, and other related wealth issues and employs sound fiduciary judgement + Proactively… more
- S&P Global (New York, NY)
- …**The Team:** **As a Private Markets Data Owner within the Global Index Management & Production Group (IMPG), you will be responsible for preparing, validating, and ... decision-making.** **Own the** **private market data pipeline** **that powers investment analytics, portfolio monitoring, and strategic decision-making.** **Develop deep… more
- S&P Global (New York, NY)
- …**The Team:** We are seeking applicants for the role of **Analyst** in the **Index Investment Strategy** team in the New York office of S&P Dow Jones Indices (S&P ... the potential to work on a wide range of investment topics, calibrated for a wide range of investor...performance dashboards + answering one-off requests from clients and management + contribute to producing content for public dissemination… more
- Bank of America (Niagara Falls, NY)
- …and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and ... required **Skills:** + Client Experience Branding + Client Solutions Advisory + Investment Management + Pipeline Management + Referral Management +… more
- JPMorgan Chase (New York, NY)
- …rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services. + Provides support across a diverse suite ... opportunities from existing client base. + Market and implement complex investment solutions in accordance with High-Net-Worth client's investment objectives.… more
- S&P Global (New York, NY)
- …to interact with prospects and clients across commercial segments including Investment Managers, Investment Banks, Private Equity firms, Commercial Banks, ... Partner closely with other internal stakeholders, such as Product Management , Market Development, Legal and Client Support teams. **Compensation/Benefits… more
- Nuveen Investments (New York, NY)
- …Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs and CLO Funds. They are ... GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Derivative book, including sales, structuring, pricing, execution, funding, risk management , legal, compliance, client management /onboarding and all operational… more
- TD Bank (Granville, NY)
- …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, ... advice to customers. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals,...to acquire and deepen customer relationships to drive deposits, investment and loan growth + Partners with Specialists to… more
- JPMorgan Chase (New York, NY)
- …and managing stakeholders across multiple functions. + Experience in asset or wealth management , with a strong understanding of industry-specific CRM ... sales productivity and processes end to end. + Asset Management , Wealth Management , or other...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more