- Lincoln Financial (Radnor, PA)
- …Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support sales efforts and growth goals ... experience, ideally in either an investment management or investment specialist/product strategist/client portfolio manager role for alternative investments.… more
- JPMorgan Chase (Los Angeles, CA)
- …in front of managers, clients and investors. + 6+ years of experience in investment sales , alternative investment due diligence, alternative product investor ... and clients considering the use of an alternative asset manager within an investment portfolio . Managers...private credit and real estate + Proven experience in investment management sales ; experience within a capital… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... Wealth is implementing a strategic plan that includes elevating Private Wealth's investment platform, leveraging the firm's global investment capabilities to… more
- Bank of America (Jersey City, NJ)
- …for the Firm's clients. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment / manager selection, asset ... by our Chief Investment Office that revolves around portfolio construction, investment / manager selection, asset allocation and best practices for creating a… more
- City National Bank (Los Angeles, CA)
- …other Community Development relationships in the Bank's assessment areas. Engaged in the investment sales process to ensure the attainment of CRA while ensuring ... *COMMUNITY DEVELOPMENT INVESTMENT OFFICER * WHAT IS THE OPPORTUNITY? Supporting...* Other projects as may be assigned by the Manager from time to time. WHAT DO YOU NEED… more
- Wellington (Boston, MA)
- …hedged, and extended strategies. The team manages portfolios, conducts market and manager research, and partners with clients on investment solutions that ... team led by an Investment Director. This team collaborates closely with the investment team, sales teams, and business partners across the firm to support… more
- CIBC (Chicago, IL)
- …guidelines and investment process. + Write rationales for purchases and sales and post on internal portal. + Communicate rationale for company recommendations to ... analysis of the consumer sector for our internal equity investment strategies focused on Equity Income and Growth with...team members. + Provide input in response to Relationship Manager requests. + Leverage your network of company officers… more
- NBT Bank (Albany, NY)
- …in this position would be working toward or have attained Accredited Fiduciary Investment Manager (AFIM) or similar designation. Tasks Performed: + 65% ... Word and PowerPoint + Ability to develop and present sales proposals + Knowledge of investment markets,...and present sales proposals + Knowledge of investment markets, portfolio management, securities trading and trust industry… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... **Business Overview:** Neuberger Berman is an employee-owned global investment management firm with $509 billion in assets under management. The private markets… more
- JPMorgan Chase (New York, NY)
- …development and sales /retention strategy. As a Managing Director, Private Market Investment Specialist within JP Morgan Asset Management, you will play a crucial ... JP Morgan Asset Management, a leading global alternatives manager with over 40 years of experience, oversees...to develop market opportunities. As the US Private Markets Investment Specialist, you will actively engage in maintaining and… more