- Citigroup (New York, NY)
- …Help clients achieve broad financial/ investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment , risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Citigroup (New York, NY)
- …Help clients achieve broad financial/ investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment , risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- JPMorgan Chase (New York, NY)
- …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, financial...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- BlackRock (New York, NY)
- …platform used by BlackRock and delivered to our clients to unify the investment management process across public and private markets. It integrates risk, ... maintain the next generation of scalable AI platform for the world's best investment management technology platform. + Implement and manage Kubernetes clusters… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Banking & Markets provides a full range of investment banking, credit and risk management products...by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Banking & Markets provides a full range of investment banking, credit and risk management products...by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …experience in software architecture and engineering within financial services, ideally supporting wealth management or investment platforms * Strong ... the design, development, and evolution of our next-generation end-to-end Wealth Management platform. This role is ideal...**Your future duties and responsibilities:** As part of a global financial services firm, you will work closely with… more
- Nuveen Investments (New York, NY)
- …incentive plans, or other non-annual incentive plans). **Company Overview** Nuveen is a global investment leader, managing public and private assets for clients ... Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs...is not limited to, presentations, whitepapers, RFP/DDQ responses. Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager… more
- TD Bank (New York, NY)
- …Retail** including TD Bank, America's Most Convenient Bank, TD Auto Finance (US), TD Wealth (US) and TD's investment in TD Ameritrade + **Wholesale Banking** ... lines: + **Canadian Retail** including TD Canada Trust, Business Banking, TD Auto Finance (Canada), TD Wealth (Canada), TD Direct Investing and TD Insurance + **U.S.… more
- Broadridge Financial Solutions (New York, NY)
- …clients. Desired Qualifications + 3 - 5 years work experience in product management , portfolio accounting, or investment fund accounting. + Experience with hedge ... analyzing proposed product requirements and product development programs; preparing return-on- investment analyses; establishing time schedules with development and service… more