- BlackRock (New York, NY)
- **About this role** **Job Description:** BlackRock's US Wealth Advisory business services $2T+ in client assets and is responsible for the distribution of active and ... through intermediaries as well as sub advisory relationships. The US Wealth Advisory Strategic Accounts team is responsible for BlackRock's relationship management… more
- Neuberger Berman (New York, NY)
- …Private Wealth business, focusing on enhancing the advisor and portfolio manager experience through cutting-edge technology. **Responsibilities:** + Develop ... with evolving business needs. As part of the **Private Wealth Front Office Technology** team, you will play a...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... but not limited to, the Fixed Income and Private Wealth businesses. Responsibilities include, but are not limited to,...+ Lead formulaic compensation calculations + Develop relationships with investment team lead portfolio managers to provide… more
- Bank of America (New York, NY)
- …learn, grow, and make an impact. Join us! **Job Description:** The Alternative Investment Sales Desk associate will provide support to Alternative Investment ... as well as Financial Advisors on suite of Alternative Investment products in order to drive utilization of those...of solutions available, the best practices with implementation and portfolio construction, as well as ongoing fund updates and… more
- Neuberger Berman (New York, NY)
- …Berman:** Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with $508 billion in assets under management as ... partners *Managing SMA's in accordance with strategy guidelines and portfolio manager directives *Routing equity, ETF and...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities… 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...+ Supporting the GBM&T Audit COO Director and Senior Manager in the administration, coordination, and facilitation of the… more
- S&P Global (NY)
- …topical market trends (both DeFi and TradFi) and a desire to translate investment objectives into systematic and actionable index strategies. The role will encompass ... providers + Back-test the performance of index concepts to assess fulfilment of investment objectives + Utilize programming skills in a proficient manner to: +… more
- KeyBank (Albany, NY)
- …+ Performs discretionary distribution analysis and documentation of decision making + Interprets investment decisions made by portfolio manager + Displays ... 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
- Bank of America (Niagara Falls, NY)
- …their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, ... in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between...must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must… more
- S&P Global (New York, NY)
- …the Technology Organization, and supporting key initiatives as the project manager . **Responsibilities and Impact:** **Vendor Management:** + Assist in vendor ... (eg, PMP, CSM, CPM, Lean Six Sigma Certification). + Experience with lean portfolio management. + Understanding of cloud computing platforms like AWS, Azure, or… more