- Citigroup (New York, NY)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly monitoring progress and… more
- Scotiabank (New York, NY)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...of wholesale products and services offered by the Scotiabank Group . Be part of an innovative, Global Capital Markets… more
- Neuberger Berman (New York, NY)
- NB Alternatives - Private Equity is a rapidly growing group within Neuberger Berman with over $120 billion of investor commitments across our private equity fund of ... funds, secondary investments, co- investment and direct investment areas, including private credit. NB Private Credit lends money to Private Equity sponsored… more
- JPMorgan Chase (New York, NY)
- …Team and has responsibility for supporting the overall management and oversight of a group of Funds including US Mutual Funds, ETFs, and Collective Investment ... qualifications, skills and capabilities:** + 3+ years' experience in the investment management industry. + Technical and business knowledge of various Fund… more
- Scotiabank (New York, NY)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...of wholesale products and services offered by the Scotiabank Group . Be part of an innovative, Global Capital Markets… more
- Citigroup (Jersey City, NJ)
- …of the United States. **Responsibilities:** + Key advisor to business groups ( Investment Banking Advisory and Capital Markets) as well as Legal and Compliance ... Procedures, Sensitive Information and Need-to Know Rule. + Review incoming investment banking transactions for conflicts clearance and materiality determination and… more
- Citigroup (New York, NY)
- …and preferences. This includes developing embedded recommendation logic based on investment policy statements, tax considerations, and market views. A core ... the Product Master - overseeing the end-toend lifecycle of due-diligenced investment products across the spectrum including mutual funds, ETFs, separately managed… more
- Bloomberg (New York, NY)
- …and government agencies. Our goal is to offer the most scalable asset & investment management technology in the market -one that allows Bloomberg clients to grow ... to quickly expand into new asset classes, markets, or investment styles without disruption. **What's the role?** We are...onboarding and direction of newer members of the Product group **You will need to have:** + Experience with… more
- Truist (Richmond, VA)
- …Divisional Supervisors tasked with supervisory oversight and monitoring of the firm's Investment Advisory business. Assist with escalated items as requested from the ... training for team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm… more
- City of Lakeland (Lakeland, FL)
- …City. + Develops requests for proposals for the procurement of Investment Managers, Financial Services, Custodial Services, Actuarial Services, and other services ... to the appropriate State of Florida agencies. + Reviews investment reports, investment management ADVs, monitors security...before the requested leave. The City will continue its group life and health insurance for an employee on… more