- 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
- JPMorgan Chase (Columbus, OH)
- …of client financial statements is key in determining credit risk. + **Wealth Management Investment Risk & Analytics (Columbus, OH):** Oversees investment , ... risks in offering investment solutions to Wealth Management clients. + **Asset Management Risk (New...Management Risk (New York, NY):** Oversees and monitors investment , counterparty, and liquidity risks relating to client investments.… 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
- CBRE (Washington, DC)
- …management , project management , cost consulting); Real Estate Investments ( investment management , development). Please visit our website at www.cbre.com . ... in the ELITE system, communicate/prepare financials and approval packages for the Investment Committee, and direct research projects. **What You'll Do:** + Sourcing… 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
- Baylor Scott & White Health (Hagatna, GU)
- …identifying risks, issues, and opportunities **Preferred Qualifications** * Experience in investment banking, management consulting, or early-stage company FP&A ... **Job Summary** The Finance & Program Management Associate serves as a key team player...new services/projects/capital as required * Develops and produces monthly Management Reports for delivery to senior leadership * Assists… more
- Stanford University (Stanford, CA)
- …+ In-depth knowledge of IRS regulations and tax laws applicable to investment management organizations. + Strong analytical and problem-solving skills. + ... Qualifications:** + Advanced degree in taxation. + Familiarity with endowment management and investment practices. _The job duties listed are typical examples of… more
- Zurich NA (New York, NY)
- …and key stakeholders. He / she will be a part of Zurich's global investment management unit. He/she will have opportunities to work on transactions, strategic ... AND + 8 or more years' experience of Corporate Finance, Transaction Finance, Investment Management or Consulting of which 4 or more years' experience of Private… more
- JPMorgan Chase (New York, NY)
- …direct experience in Asset or Wealth Management (Capital Markets, Wealth Management , Product Management , Investment Sales, Structured Derivatives) + ... The mission of JP Morgan Wealth Management 's (JPMWM) Investments & Advice (I&A) team is...Bond Portfolios (CBP), JPMorgan Core Advisory Portfolio (JPMCAP), Strategic Investment Services (STRATIS), Investment Counseling Service (ICS),… more
- JPMorgan Chase (Hemet, CA)
- …in Practice Management **Behaviors of Business Development, Business Management , Financial Planning, Investment Acumen, Relationship Management ... investment and product knowledge, and the ability to articulate complex investment ideas + Experience with practice management related coaching, including… more
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