- Neuberger Berman (New York, NY)
- … management ); Quantitative portfolio construction, optimization, and risk management as well as quantitative investment research using Matlab; Analyzing ... SMAs, 40Act funds, ETFs, and UCITS vehicles. Key contributor to daily portfolio management for long-only equity strategies, reviewing performance and trading… more
- Bank of America (Buffalo, NY)
- …the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and ... allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client… more
- JPMorgan Chase (Brooklyn, NY)
- JP Morgan Asset & Wealth Management 's Portfolio Analysis Group (PAG) is responsible for performance measurement and portfolio analytics for external ... including portfolio managers, front office advisors, sales & marketing and senior management . As a Portfolio & Performance Analysis Vice President within our… more
- Lincoln Financial (Albany, NY)
- …**Requisition #:** 74559 **The Role at a Glance** As a Sr. Consultant, Portfolio Execution, you will provide subject matter expertise and direction on complex ... business results through project work to support process changes and performance management strategies. **What you'll be doing** + Maintains knowledge on current and… more
- Bank of America (Syracuse, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...Business Development + Fraud Management + Pipeline Management + Portfolio Management +… more
- Citigroup (Queens, NY)
- …of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking. By ... spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer... investment and insurance related areas. + Significant Wealth Management Team interactions and Governance Committee… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned ... wealth and investment teams, with access to...experience preferred, particularly with Salesforce. + Broad knowledge of Wealth Management , financial products, and services. +… more
- BlackRock (New York, NY)
- …and balance sheet strategy. The Aladdin Wealth Tech team partners with wealth management clients to help them oversee their enterprise risk, build better ... achieved by leveraging risk analytics - powered by Aladdin(R) - to equip wealth management clients with model construction capabilities, risk monitoring tools,… more
- JPMorgan Chase (New York, NY)
- … investment strategy. Key responsibilities include, but are not limited to: + Portfolio Management : Implement the investment process and execute trades to ... operates an office in London. As a Vice President within Highbridge Capital Management , you will partner closely with Co-Chief Investment Officers in shaping… more
- TD Bank (White Plains, NY)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience ... + Ability to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong understanding and experience… more