- Neuberger Berman (New York, NY)
- …Oversight Officer to join our team. The Trust Companies support the Private Wealth Management , Institutional, and Intermediary businesses of the firm, managing a ... Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth . The Trust Investment Oversight Officer… more
- S&P Global (New York, NY)
- …benchmarking solutions. You will work with raw data inputs submitted by investment management firms, including asset allocation details, performance returns, and ... **About the Role:** **Grade Level (for internal use):** 10 **The Team:** ** Investment & Benchmarking data Owner, Global Index Management & Production Group… more
- JPMorgan Chase (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, ... During our Advisor Training Program, you'll gain exposure to every facet of wealth management , including investments, lending, banking, and trust and estate… more
- JPMorgan Chase (New York, NY)
- …and the preeminent provider of Investment Banking Services to families, family investment firms and their portfolio companies, and to provide this important ... Banking products, including Mergers & Acquisitions, divestitures of family investment firm portfolio companies, restructurings, loans, institutional debt and… more
- JPMorgan Chase (Brooklyn, NY)
- …skills, and expertise in Wealth Management , then JP Morgan Asset & Wealth Management 's (JPWM) Portfolio Analysis Group (PAG) has a great opportunity ... potential. As an Business Analyst- Portfolio Performance Analysis Group in Wealth Management Operations, you will be responsible for conducting Portfolio… more
- Citigroup (New York, NY)
- …of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking. The ... business targets. + **Be a strategic partner** **to broader CIO Team** (research, portfolio management , the Lab, product) on messaging, advisor needs, and… more
- Neuberger Berman (New York, NY)
- … modeling exercises + Oversee the implementation and maintenance of portfolio management and reporting systems (Aladdin and Clearwater) **Qualifications:** ... equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform… more
- Nuveen Investments (New York, NY)
- …Liaising with internal partners: Partnering with technology, compliance, legal, operations, portfolio management , trading, and other internal partners to ... Collateralized 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.… more
- Citigroup (New York, NY)
- The Citi Wealth Investment Lab is an integral part of the Citi Wealth organization, dedicated to delivering comprehensive, analytical and highly customized ... innovation as it is a cornerstone of the Citi Wealth Investment Lab. The team is responsible...clients. * Interact with clients to present and discuss portfolio analysis and investment proposals. Discuss and… more
- City National Bank (New York, NY)
- …ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line of business ... and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's day-to-day… more