- JPMorgan Chase (New York, NY)
- …Bank and US Wealth Management . **Roles and Responsibilities:** + ** Investment Implementation Portfolio Management :** + Monitor, invest, manage, and ... **Job Title: Portfolio Management Group (PMG) Associate** **Position...**Knowledge and Oversight:** + Maintain a comprehensive understanding of investment solutions utilized within Wealth Management… more
- Bank of America (New York, NY)
- …portfolios. This position will report directly into our Head of Global Wealth Management Portfolio and Investment Strategy. + Lead portfolio manager ... Portfolio Manager on additional portfolios, likely our mid cap portfolio + Sourcing new investment ideas + Working closely with the team's risk manager to… more
- Robert Half Finance & Accounting (New York, NY)
- …currently recruiting for an Investment Operations Associate role, for a boutique wealth management firm based in midtown Manhattan New York. Our client ... investment operations or client services experience within wealth management or private banking. Knowledge of...transactions - Moxy trade entry - Data administration (Updating portfolio accounting system - Advent Axys) - Ad-hoc requests… more
- Citigroup (New York, NY)
- …job requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This ... will be entrepreneurial and capable of bringing in new clients/ investment management mandates to the bank. They...specific characteristics and within the context of a client portfolio . + Implement advisory and discretionary investment … more
- NTT America, Inc. (New York, NY)
- …the primary point of contact for a portfolio of Wealth Management , Asset Management , Investment Banking, and Market Infrastructure clients, ensuring ... Stay up-to-date with the latest developments in wealth management , asset management , and investment banking trends. Provide thought leadership through… more
- Neuberger Berman (New York, NY)
- …of December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets ... Wealth Investment Group leads the investment process developing comprehensive portfolio solutions including...classes and strategies, portfolio construction and risk management . The Investment Group Analyst will support… more
- City National Bank (New York, NY)
- …to work with CNR Administrative group on the front-end on-boarding of new investment management and trust accounts. * Gather client account performance data ... generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst… more
- Neuberger Berman (New York, NY)
- …regulatory matters appropriate for a wealth management and asset management business, including the Investment Advisers Act, FINRA rules, Investment ... for the Private Wealth business; liaising with wealth advisors, portfolio managers and operations on...requirements and our fiduciary responsibility to clients to the portfolio management teams, the sales teams and… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- TD Bank (New York, NY)
- …guidance and independent challenge.** **U.S. Wealth is a fully integrated wealth management business that provides products and services (designed for ... multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management...business as a bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance… more
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