- NBT Bank (Williamsville, NY)
- …$58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus ... referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience: +… more
- Principal Financial Group (Kansas City, MO)
- …The Director will lead the day-to-day operations of one or more investment operations functions within Principal Asset Management. Partner with leadership to ... and procedures that drive operational excellence, support growth, and ensure compliance . **Key Responsibilities:** + Provide leadership and direction for assigned … more
- BlackRock (New York, NY)
- …preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and ... exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and… more
- Neuberger Berman (Chicago, IL)
- …provide trading support and market insight to senior members of the investment grade team, contributing to strategy development and portfolio construction. **Primary ... + Work closely with portfolio managers and research analysts to implement investment ideas, provide market color, and enhance execution strategies. + Analyze… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... Solutions (GWS) provides a leading platform delivering customized planning and investment solutions, investment thought leadership, and strategy. GWS offers… more
- BlackRock (San Francisco, CA)
- …to configure client portfolios for the best client outcomes + Leverage risk and compliance tooling to implement an investment thesis across ranges of model ... this role** The Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and… more
- Citigroup (New York, NY)
- Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net ... under management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking… more
- Manulife (Los Angeles, CA)
- Manulife Investment Management is seeking a real estate analytics and Quantitative Senior Associate to join the Portfolio Management team! The investment ... professional will play an integral role in supporting the growth of our US investment strategies and decision making in all aspects of private equity real estate… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...skilled and motivated Executive Assistant to join our Legal, Compliance , and Risk ('LCR') team. In this role, you… more
- Neuberger Berman (New York, NY)
- …part of the NB Private Debt Team, working closely with the 20-person Investment Team, Fundraising and Marketing Team, Finance Team and other professionals across the ... the platform, ensuring adequate capital reserves are in place to meet all investment needs or fund liabilities + Maintain internal data management platform and use… more