- Bank of America (Dallas, TX)
- Alternative Investments Regional Specialist - Private Bank Atlanta, Georgia;Dallas, Texas **To proceed with your application, you must be at least 18 years of ... impact. Join us! **Job Description:** Bank of America Merrill Alternative Investments is seeking an experienced sales...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- JPMorgan Chase (Plano, TX)
- …challenges, and guiding their strategic success. As the Vice President within the Alternative Investments Chief Financial Officer Team, you will be responsible ... Support the exciting Chief Investment Officers, getting insight into their achievements and...directly to the Head of Finance for Asset and Wealth Management Alternatives, you will operate independently… more
- Charles Schwab (Westlake, TX)
- … and Advice Solutions (WAS) organization is building and delivering an industry-leading wealth management experience. WAS' vision and mission is to make ... wealth management more accessible, delivering for clients...and resolving escalations + Understanding of public and private investment life cycle, risk, and portfolio modeling + Familiarity… more
- JPMorgan Chase (Fort Worth, TX)
- …financial advisor engagement across various channels and promote the firm's investment strategies to increase assets under management . **Job Responsibilities:** ... The Private Wealth Alternatives market, with an estimated $2 Trillion...growth and presents significant opportunities for JP Morgan Asset Management . As a leading global asset manager, we oversee… more
- JPMorgan Chase (Austin, TX)
- …in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust ... take your career to the next level. As an Investment Specialist you are responsible for helping the Banker...experience and/or knowledge of hedge funds, private equity and alternative investments + Able to execute trades… more
- JPMorgan Chase (Dallas, TX)
- …acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + ... for advising families on building, preserving and managing their wealth . You will use your knowledge of investments...knowledge of the equity and fixed income markets and alternative investments , including Hedge Funds, Private Equity… more
- S&P Global (Dallas, TX)
- …our Private Equity professionals assist clients in the post-trade valuation of alternative investments , specifically for debt and equity positions for which ... Analyst will deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate,… more
- Charles Schwab (Westlake, TX)
- …to create an integrated Wealth and Advice Solutions business and prioritize the investments we make in them. Within WAS, Investment Offers & Solutions (IOS) ... is responsible for managing our third-party product marketplaces ( Alternative Investments , Managed Accounts, Mutual Funds, ETFs, Structured Products, Fixed… more
- Charles Schwab (Westlake, TX)
- … Investment Offers & Solutions (IOS) is responsible for managing our investment product marketplaces (eg, Alternative Investments , Managed Accounts, ... offering. **Our Opportunity:** As SMAs become an increasingly important investment vehicle, we are focused on improving our product...strategy with growth and objectives of our Retail and Wealth Management businesses. Reporting to the Managing… more
- Bank of America (Plano, TX)
- …of responsibility, specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management . In the investigative role, ... teams responsible for coverage over Special Investigations, Global Markets, or Global Wealth and Investment Management **Responsibilities:** + Completes… more