- Raymond James Financial, Inc. (St. Petersburg, FL)
- …per week. **Duties and Responsibilities** + Participating in calls and meetings with investment management firms and taking detailed notes. + Logging notes and ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- Deloitte (Raleigh, NC)
- …in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide ... The team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- JPMorgan Chase (New York, NY)
- …with bankers, global investment specialists, and estate experts to recommend investment and wealth management solutions that protect, manage, and grow our ... solutions in a fast-paced, global environment? As a 2027 Asset & Wealth Management Global Private Bank Global Families Group Asia Summer Analyst, you will work… more
- Robert Half Legal (Philadelphia, PA)
- … strategy. * Draft and review contracts, including those related to investment management , service providers, and investor agreements. * Provide ongoing ... 8 years of experience. The role requires hands-on experience structuring investment transactions under Regulation D and preferably other exemptions like Regulation… more
- CIBC (Houston, TX)
- …Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management At CIBC, we are ... You'll Be Doing** The Energy, Infrastructure & Transition (EIT) team is the largest investment banking team at CIBC and focuses on clients in the United States,… more
- Regions Bank (Orlando, FL)
- …financial services industry experience in commercial banking, consumer banking, trust investment , wealth management , or related + Trilingual (Portuguese, ... section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the… 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 ... in analysis and reporting for MetLife's US separate accounts and MetLife Investment Management (MIM) clients. The analyst will be an investment professional… more
- Nuveen Investments (New York, NY)
- …**Career Level** 7IC **Required Qualifications** + Minimum 3+ years of investment management operations experience or bank loan agency/syndication experience. ... **Preferred Qualifications** + 5+ years of investment management operations experience or bank loan agency/syndication experience. + Bachelor's degree in… more
- Neuberger Berman (New York, NY)
- … oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. + Day-to-day interaction with clients (internal ... error and the desire to contribute to a team environment in the management of client relationships. **Responsibilities:** + Direct administrative and management… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …markets and complex products * Quantitative and qualitative understanding of the investment management business and performance measurement * Understanding of ... **Job Summary:** Under very limited supervision, the Director of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills obtained… more