- Affinius Capital (San Antonio, TX)
- …and provides broad exposure interacting with stakeholders across the asset management , investment (development and acquisition), accounting, investor reporting ... a global client base, managing over $62 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... Investment Director. This team collaborates closely with the investment team, sales teams, and business partners...Management is one of the world's largest independent investment management firms. We serve as a… more
- Wellington (New York, NY)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... Director. This product team works closely with the investment team, US Wealth sales teams, and...Management is one of the world's largest independent investment management firms. We serve as a… more
- JPMorgan Chase (Garden City, NY)
- …+ Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of sales ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust… more
- JPMorgan Chase (New York, NY)
- …+ Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of sales ... **Primary Function** As an Investment Specialist you are responsible for helping the...or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust… more
- Scotiabank (Houston, TX)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products,… more
- Neuberger Berman (New York, NY)
- **Business Overview:** Neuberger Berman is an employee-owned global investment management firm with $509 billion in assets under management . The private ... relevant professional experience (ie, private equity investing, private credit investing, investment banking, structured finance, insurance, or asset management )… more
- JPMorgan Chase (Portland, OR)
- Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service across ... climate solutions. **Job Summary** As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and...you will assist and promote new and existing client management including managing a team of two, taking a… more
- Regions Bank (Indianapolis, IN)
- …sales techniques and possess sales aptitude + Proven performance in investment management and client service + Skilled in applicable computer software ... + Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager +...and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends… more
- Neuberger Berman (New York, NY)
- …Officer to join our team. The Trust Companies support the Private Wealth Management , Institutional , and Intermediary businesses of the firm, managing a diverse ... range of accounts, including Personal Trusts, Collective Investment Trusts (CITs), and Outsourced Chief Investment Officer (OCIO) clients, such as endowments,… more
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