- Citigroup (New York, NY)
- …by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored ... leadership, and provide clarity in complex problems to facilitate decision-making. The Wealth Strategy Lead Analyst is a strategic professional responsible for… more
- Citigroup (New York, NY)
- **Position Overview:** We are seeking a strategic and results-driven Business Analyst to lead the development and optimization of our Next Best Action (NBA) ... and publishing capabilities. + Analyze campaign performance to inform future strategies and optimizations. **Compliance & Governance** + Ensure adherence to… more
- Neuberger Berman (New York, NY)
- …will play a key role in driving adoption and providing support for the Private Wealth channel. Reporting to the Head of Sales Enablement, this role is focused on ... enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing effective solutions in partnership with… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... planning software preferred. + Basic understanding of investment and financial planning strategies preferred. + Must be a self-starter, problem solver and a… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a… more
- Neuberger Berman (New York, NY)
- … Wealth Advisory, and NB Trust Company on all products and strategies . **Responsibilities:** The Due Diligence Analyst will be responsible for supporting ... Investment Group seeks to hire a Due Diligence Analyst to help enhance the delivery of a competitive...the selection and ongoing oversight of the strategies available for NB Private Wealth 's clients.… more
- JPMorgan Chase (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. As a Solutions Analyst in Global Private ... 2026 AWM Global Private Bank Solutions summer Analyst program **Short Description** Solutions Analyst Training Program in Private Bank working with advisors to… more
- Wellington (New York, NY)
- …solutions. The team manages $36B across proprietary factor, hedged, and extended strategies . The team manages portfolios, conducts market and manager research, and ... asset allocation, quantitative investing, and risk management. The Investment Analyst will work as part of a product coverage...product team works closely with the investment team, US Wealth sales teams, and business colleagues across the firm… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 10 **The** **Role:** Index Analyst **The Team:** The Factor Index Management team is responsible for complex, ... data driven index strategies , focused on factor risk premiums in equity markets...and other Smart Beta indices. **The Impact:** The Index Analyst is responsible for managing a wide range of… more