- TIAA (Denver, CO)
- …a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio ... complex financial goals. **Key Responsibilities and Duties** + Builds successful investment portfolios informed by market conditions and economic trends. +… more
- Robert Half Finance & Accounting (Baltimore, MD)
- …role offers a unique opportunity to work closely with private equity and investment fund financials, elevate your skill set, and enjoy competitive compensation with ... for investments within private equity, hedge funds, and other investment vehicles. + Oversee general ledger activity, monthly closings,...Finance, or a related field. CPA license is highly preferred . + Preferred : 4+ years in public… 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
- Neuberger Berman (New York, NY)
- …and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and ... accounting standards, and being involved with the implementation of firm wide initiatives such as acquisitions and other Finance...industry with an emphasis in asset management + CPA preferred , MBA a plus + Strong verbal and written… more
- JPMorgan Chase (Columbus, OH)
- …services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and ... auto finance and investment advice. Marketing & Communications teams shape the firm 's brand and protect and grow the firm 's excellent reputation across the… more
- JPMorgan Chase (Chicago, IL)
- …skills. + Proven judgment and problem-resolution skills + Ability to understand new investment products, Advisor / Banker compensation plans, firm wide policies, ... span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire … more
- Janus Henderson Investors (Denver, CO)
- …execute on specific marketing tactics drawing on expertise and resources across the firm . The ability to creatively take complex investment concepts and distill ... culture has a thorough understanding of the market and investment products in general, as well as classic marketing...a priority. What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous… more
- Bank of America (New York, NY)
- …offer goals-based strategies that are grounded in the best thinking of the Firm . The Chief Investment Office provides thought leadership on wealth management, ... degree preferred . Advanced designation (CFA, CAIA, CPA) preferred . + Minimum of 7+ years of investment... preferred . + Minimum of 7+ years of investment experience with a strong focus on private market… more
- Sanofi Group (Cambridge, MA)
- …industry experience with a preference for at-least 4 years at a venture capital firm with direct investment analysis and due diligence experience. + Experience ... who values a collaborative work environment, to help execute on SV's therapeutic investment mandate. In this role, the Principal works directly with senior … more
- MetLife (Whippany, NJ)
- Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the ... and real estate. Visit us at www.metlife.com/investments to learn more. The Investment Associate, Residential Credit will be responsible for assisting with the … more