- Banco Popular Puerto Rico (San Juan, PR)
- …to individual and corporate clients, assisting them in achieving their investment goals. This includes assessing financial needs, recommending suitable products and ... developing personalized investment strategies. The Financial Consultant must also ensure compliance...internal partners such as Operations, Compliance, and PS Advisory Group . Education Bachelor's or Master's degree in Finance or… more
- Neuberger Berman (New York, NY)
- …among NB internal constituencies of the Fund, including the Private Markets Investment Team, Sales Management, Client Advisors, and Marketing. + Present Neuberger's ... understanding of private equity investing eg markets, product structure, investment outcomes, etc. + Provide investment and...market updates to existing clients. + Host and execute group Zoom events with advisors and clients to discuss… more
- JPMorgan Chase (Columbus, OH)
- …Management Solutions, Portfolio Manager Analyst or Associate. The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary ... investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth initiatives. PMG is responsible… more
- NBT Bank (West Hartford, CT)
- …and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate ... branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results. Education and Experience: +… more
- CBRE (East Los Angeles, CA)
- …+ Responds quickly to emergency situations, summoning additional assistance as needed. About CBRE Group , Inc. CBRE Group , Inc. (NYSE:CBRE), a Fortune 500 and S&P ... is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has...visa sponsorship now or in the future. About CBRE Group , Inc. CBRE Group , Inc. (NYSE:CBRE), a… more
- Aegon Asset Management (Baltimore, MD)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... is organized into three distinct businesses. These include 1) World Financial Group , including Transamerica Financial Advisors, 2) Protection Solutions and Savings &… more
- CBRE (Houston, TX)
- …with data compilation for client decisions. + Help with preliminary screens of investment opportunities that will allow the team to create financial models for ... investments, marketing materials, and investment memos. + Monitor investments and meet with management regularly to provide fund research notes and update fund… more
- Robert Half Finance & Accounting (Dallas, TX)
- …for a group of institutional clients and their real estate investment portfolios. Responsibilities include: * Review and analyze property financial reports that ... Description Leading Real Estate Investment firm in Dallas seeks to hire Portfolio...returns, Assets under Management and fees for the designated group of portfolios. * Delivery of accurate financial information… more
- Bank of America (Pennington, NJ)
- …and their clients. As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is an Information Management Analyst ... within Wealth Management Performance Operations group . This group is responsible for maintaining timeliness and accuracy of client investment performance… more
- Lincoln Financial (Charlotte, NC)
- …complex research, analysis, & proper accounting treatment of Lincoln's derivative investment positions to support strategic investment operations, hedging ... less experienced team members. **What you'll be doing** + Provides investment accounting treatment of derivative assets under applicable Statutory, GAAP, Management… more