- Eurasia Group (New York, NY)
- …Media Eurasia Group is the world's leading global research and advisory firm . We help clients understand, anticipate, and respond to instability and opportunities ... institutional accounts (Asset Managers, Hedge Funds, Pension funds, and Investment Banks) mainly based on the east coast. +...with analysts, strategy teams, and all pillars of the firm as a value-added partner. Desired Skills + 1… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- BlackRock (New York, NY)
- … preferred + Previous experience with an asset manager or Big 4 accounting firm + Proficient in the taxation of investment partnerships and carried interest, ... oversee tax compliance and advisory for the BlackRock's private markets investment platform supporting the private equity, secondaries and hedge fund-of-funds… more
- Kestra Financial (West Hartford, CT)
- Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive ... design, and financial planning + Consult with clients on investment strategies based on individual financial and investment...in marketing and sales efforts on behalf of the firm ; not required to build own book of business… more
- Citigroup (San Antonio, TX)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment clients. Position is responsible for providing best in class service ... on Investment account requests and maintenance, and ensuring risk is...and complaints are handled in accordance with FINRA and firm policy + Ensures that KYC/AML and other compliance… more
- Citigroup (Miami, FL)
- …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
- CBRE (Houston, TX)
- …company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than ... for client decisions. + Help with preliminary screens of investment opportunities that will allow the team to create...check for understanding. **What You'll Need:** + Bachelor's Degree preferred with up to 3 years of relevant experience.… more
- US Bank (Minneapolis, MN)
- …well as the resources of US Bancorp Investments, which delivers planning, investment , insurance, and brokerage services. Together, we offer an integrated wealth ... US Bancorp Asset Management (USBAM) is an SEC Registered Investment Adviser providing investment management services to...foundation for a meaningful and growth-oriented career within the firm ; many of our managers and directors have started… more
- T. Rowe Price (Owings Mills, MD)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... is good business . With a career at the firm , y ou can expect opportunities to create real...encompasses a broad range of topics, including retirement and investment planning, budgeting, saving, and spending analysis, and Social… more
- Bill and Melinda Gates Foundation (Seattle, WA)
- …looking for a Salesforce Technical Lead to join our Enterprise Business Applications - Investment Management & CRM Applications team. The mission of our team is to ... have on the world. As a part of the Investment and CRM Applications Team, this specific role will...writing Apex triggers, classes and unit test development. + Firm grasp of Salesforce API and integration standards, and… more