- JPMorgan Chase (Jersey City, NJ)
- …solutions and drive innovation. + Understanding of financial market data and fund services, including familiarity with major data vendors, to effectively address ... data sources and analytics specific to the financial and fund services sectors + Proven ability to integrate industry-specific...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- TD Bank (New York, NY)
- …VP Sales and Trading TDS develops an institutional investor base in the US to fund the Bank and to place US and Canadian money market positions. The position liaises ... functional impacts including balance sheet forecasting, new product creation, liquidity and fund transfer pricing, and entity level capital management. + Assess new… more
- JPMorgan Chase (New York, NY)
- …experience and knowledge. + Alternatives knowledge especially experience working on fund accounting and administration services. + Ability to learn and discuss ... and services offered by Securities Services with clients, including Global Custody, Fund Accounting & Administration, and Data Solutions, among others. + Strong… more
- Fordham University (Bronx, NY)
- …knowledge of and commitment to the goals of Jesuit Education. Department: Dev Investment Fund Initiative Position Summary: Reporting to the Executive Director of ... Giving is a key contributing member of the Fordham Fund team that helps to grow the University's giving...any of the following areas: The President's Club, annual fund ; and reunions. Prepares materials for prospect solicitation process,… more
- Bank of America (Irvine, CA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions + Recommends banking and… more
- Bank of America (Cincinnati, OH)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions + Recommends banking and… more
- Charles Schwab (Sacramento, CA)
- … investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds , fixed income assets) and investment strategy. + Excellent oral and ... 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. +… more
- JPMorgan Chase (Columbus, OH)
- …with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- CoreCivic (Brentwood, TN)
- …deal progress, and strategic fit. 3. Builds and nurtures relationships with investment banks, advisors, venture funds , and target company executives. 4. ... such as CFA or CPA is preferred. . Eight years of experience in investment banking, private equity, or a related M&A leadership role, with a proven track… more
- Charles Schwab (Westlake, TX)
- …business and prioritize the investments we make in them. Within WAS, Investment Offers & Solutions (IOS) is responsible for managing our third-party product ... marketplaces (Alternative Investments, Managed Accounts, Mutual Funds , ETFs, Structured Products, Fixed Income, Annuities & Insurance, and 529) as well as our… more