- Truist (Atlanta, GA)
- …Analyst helps develop and provide recommendations for the firm 's overall investment outlook, including capital market forecasts, strategic and tactical asset ... custom analysis. Travels up to 10% of the time delivering investment delivering market strategy and IAG capability presentations, for client events, public… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …client, prospect, and professional events in the effort to generate new investment banking business and establish new productive relationships. + Apply financial ... as assigned. **Knowledge, Skills, and Abilities** **Knowledge of:** + Advanced investment concepts, practices, and procedures used in the securities industry. +… 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 ... talents for the benefit of clients, your career, our firm , and our communities. Raymond James is an equal...of merit and business needs. **Department Overview** Raymond James Investment Management ("RJIM") is a wholly owned subsidiary of… more
- Neuberger Berman (New York, NY)
- …of direct interaction with senior personnel on both the investment and non- investment teams of the firm . The role's primary responsibility is to conduct ... right candidate will be able to identify operational risks based on key investment characteristics (eg strategy, firm /team, product offering), and assess the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …email or LinkedIn for additional information or questions. CFO | Fast Growing Venture Capital Firm | San Francisco| Hybrid | Comp: Base + Bonus + Carry The firm ... Operations will play a key role in scaling the firm and driving finance and operational processes. The culture...and fund administrator relationships. + Partner on fund structures, co- investment programs, LP due diligence, and investment … more
- Citigroup (Los Angeles, CA)
- …the product experts to develop long-term solutions to strengthen relationships with the firm . + Help clients achieve broad financial/ investment goals related to ... management of wealth. + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals,… more
- Santander US (Boston, MA)
- …for overseeing the design, development, governance, and lifecycle management of the firm 's wealth management product platform. This includes investment products ... planning solutions (eg, insurance, annuities, structured products). The CIO ensures that investment decisions align with client goals, firm risk standards, and… more
- Neuberger Berman (New York, NY)
- …presentation materials for reviews with portfolio managers, senior management and the firm 's Investment Risk and Liquidity Committees + Solve complex risk ... and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and… more
- Neuberger Berman (New York, NY)
- …presentation materials for reviews with portfolio managers, senior management and the firm 's Investment Risk Committee + Collaborate closely with portfolio ... and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and… more
- CBRE (Los Angeles, CA)
- …CBRE Group, Inc. (NYSE: CBRE), the world's largest commercial real estate services and investment firm (based on 2023 revenue). The company has more than 140,000 ... employees serving clients in more than 100 countries. CBRE Investment Management harnesses CBRE's data and market ...is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The… more