• Multi Asset Class Solutions Team Lead

    Citigroup (New York, NY)
    …single and multi-asset class products. CIM is currently seeking an experienced Portfolio Manager to join our team of investment professionals and further ... preferred **Job Family Group:** Private Client Product Services **Job Family :** Investment Portfolio Management **Time Type:** Full time **Primary… more
    Citigroup (08/14/25)
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  • Director, SEC Reporting & Alternative Assets

    The Hartford (Hartford, CT)
    …Assets leads a team of financial analysts and accountants in producing GAAP investment reporting, managing the quarterly investment credit loss process, and ... Office on a hybrid basis. Responsibilities: + Lead the preparation of investment sections of The Hartford's 10Qs, 10Ks, and Investor Financial Supplements, including… more
    The Hartford (09/12/25)
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  • Controller - CVS Health Ventures

    CVS Health (Boston, MA)
    …firm or equivalent client service (eg venture capital, private equity, hedge fund, investment bank, wealth manager ) + Familiarity with CVS financial and ... The CVS Health Ventures Controller is a highly analytical position on the Investment Operations and Strategy team. This individual will play a critical role in… more
    CVS Health (09/02/25)
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  • Wealth Management Advisor

    US Bank (Bend, OR)
    … advisory and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, due diligence, and portfolio construction ... from Day One. **Job Description** The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth… more
    US Bank (08/08/25)
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  • Wealth Management Advisor

    US Bank (Sheboygan, WI)
    …open architecture where appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio ... Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products...our benefits are designed to help you and your family boost your health, protect your financial security and… more
    US Bank (09/04/25)
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  • Financial Advisor

    Atria Wealth Solutions (Corning, NY)
    …regularly with Program Manager and trains, if necessary, with Program Manager . + Drives investment and program integration initiatives with credit union ... is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, NY,...and Potter counties, Pennsylvania, as well as their immediate family members. This role requires a FINRA series 7… more
    Atria Wealth Solutions (08/07/25)
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  • Private Equity & Real Estate (PERE) Discretionary…

    Citigroup (New York, NY)
    …Lead implementation of investment allocation decisions for discretionary alternative investment products in partnership with the relevant manager research ... 66, 31 **Job Family Group:** Private Client Product Services **Job Family :** Investment Portfolio Management **Time Type:** Full time **Primary Location:**… more
    Citigroup (08/13/25)
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  • Investor Relations Associate

    Harbor Group Management (New York, NY)
    …Harbor Group International (HGI) is a leading global private equity real estate investment manager , with $20 billion in assets under management. Our fully ... Harbor Group Management Company is a multi-billion dollar real estate investment and property management firm. As we continue to grow, we are looking for passionate,… more
    Harbor Group Management (09/03/25)
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  • Wealth Management Advisor - Uptown Phoenix

    US Bank (Scottsdale, AZ)
    investment advisory, and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio ... and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management… more
    US Bank (09/09/25)
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  • Client Strategist, Coinbase Asset Management…

    Coinbase (New York, NY)
    …At CBAM a Client Strategist is a hybrid between a salesperson and an investment strategist. A successful Client Strategist can secure the next 2-3 meetings during ... of our business, such that they can represent the investment team and our investment process across...and strategies to institutional allocators across US Wealth, RIA, Family Office. * Research, propose, and execute Go-To_Market (GTM).… more
    Coinbase (07/26/25)
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