- JPMorgan Chase (New York, NY)
- …+ Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of sales ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust… more
- City National Bank (Beverly Hills, CA)
- …and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based ... industry developments. * Ensure that the transition from the sales process to portfolio management is smooth...* Minimum 7 years of financial experience preferably in Investment Management * 3 years of experience… more
- Lincoln Financial (Santa Fe, NM)
- …a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team. ... gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists… more
- Scotiabank (Houston, TX)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... future! **Overview/Purpose:** Scotiabank is a leading provider of a full range of investment banking, credit and risk management products to the energy industry.… more
- Scotiabank (New York, NY)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Bank of America (Frisco, TX)
- …+ 10+ years experience in financial services industry + 10 years sales experience + Knowledge of professionally managed investment products and/or ... **Skills:** + Executive Presence + Portfolio Analysis + Portfolio Management + Research Analysis + Wealth Planning + Active...Listening + Adaptability + Product Marketing and Branding + Sales Strategy + Trading and Investment Analysis… more
- Lincoln Financial (Lincoln, NE)
- …opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex ... investment data and investment accounting for the...the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to… more
- Scotiabank (Houston, TX)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Scotiabank (New York, NY)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Bank of America (Atlanta, GA)
- Credit Product Specialist, Global Wealth & Investment Management Chicago, Illinois;Greensburg, Pennsylvania; Columbia, Maryland; Atlanta, Georgia **To proceed ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Credit-Product-Specialist--Global-Wealth Investment - Management \_25030812) **Job Description:** At Bank of America,… more