- Neuberger Berman (New York, NY)
- …independent, employee-owned investment manager with $508 billion in assets under management as of December 31, 2024. The firm manages a range of ... order flow *Generating orders for new accounts, flows, terminations and tax management requests *Reviewing portfolio guidelines and account level dispersion… more
- JPMorgan Chase (New York, NY)
- …proven performance marketer to drive incremental high-quality customer growth for our wealth management business through customer acquisition and lead generation ... strong execution skills. As an Advice Acquisition Strategy, Senior Associate on the Wealth Management team, you will develop, implement, analyze, and report on… more
- Bloomberg (New York, NY)
- …to rise as clients deepen their market insights and implement more tailored investment strategies. From asset managers and hedge funds to Delta One desks and ... wealth platforms, workflows around index analysis, custom baskets, and...support of asset allocation decisions, tie their outlook to investment selection, and leverage indices, custom baskets, and benchmarks… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... We support Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in-class service model, making it easy… more
- Broadridge Financial Solutions (New York, NY)
- …position is in the Risk Management product business within Broadridge Investment Management Solutions.The product provides a valuation and risk management ... Arena, RiskMetrics, Calypso, Murex + Working knowledge of trading strategies, accounting and portfolio management principles + You should have a familiarity with… more
- Citigroup (New York, NY)
- … portfolio returns through intrinsic value securities lending, liquidity management , and collateral optimization. Citi's key strengths include unsurpassed global ... Securities Finance encompasses the Agency Securities Lending (ASL), Directed Agent Investment Services (DAIS), and Collateral products within the Execution Services… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... of Scotiabank. We support Corporate and Commercial clients with effective treasury management solutions coupled with a best-in-class service model, making it easy… more
- BlackRock (New York, NY)
- …to endowments and foundations. **About this Role** Our unique approach to portfolio management requires development of custom software to ensure efficient ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more
- S&P Global (NY)
- …10 **The Team:** As a market leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in ... deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure,… more
- Bank of America (New York, NY)
- …and Reporting group is responsible for providing financial support for the Consumer, Wealth Management and Small Business Card unsecured lending products. The ... pricing, financial reporting, and overseeing value creation ideas and new investment business cases. Job expectations include supporting management in… more