- JPMorgan Chase (New York, NY)
- …& Business Banking, Credit Card & Connected Commerce, Home & Auto Lending, Wealth Management, Product & Technology, HR, and Operations . **Job responsibilities** ... We are looking for a talented Associate to join the Chase Strategy team! When...years experience in strategy consulting, corporate strategy, startups (FinTechs), investment banking, private equity / venture capital, strategic finance,… more
- S&P Global (Dallas, TX)
- …the Role:** **Grade Level (for internal use):** 12 **About the Role:** ** Associate Director, Fixed Income Index Calculation and Distribution** **The Team:** The ... of accuracy and integrity. Collaborating with cross-functional teams, the Associate Director will ensure calculation inputs are validated, oversee calculations… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ 3+ years of experience in a relevant role. + Prior experience in wealth management, brokerage, or investment advisory (required). + Strong knowledge of ... a skilled Client Service Specialist to join a boutique wealth management firm. This role is primarily focused on...management firm. This role is primarily focused on back-office operations with some client interaction via email and phone.… more
- BlackRock (Sausalito, CA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** We are… more
- BlackRock (San Francisco, CA)
- …business initiatives involving customer relationship management, client onboarding, investment operations and servicing workflows. **Key Responsibilities** ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ 3+ years of experience in a relevant role + Prior experience in wealth management, brokerage, or investment advisory (required) + Strong understanding of ... We're looking for an experienced Client Service Specialist to join a boutique wealth management firm. This is primarily a back-office role with some client… more
- JPMorgan Chase (Plano, TX)
- …on how to increase profitability and efficiencies. As the Financial Analysis Senior Associate supporting Asset & Wealth Management, you will analyze, prepare, ... You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will… more
- JPMorgan Chase (Jersey City, NJ)
- …high-quality products that resonate with marketing and clients. As a Senior Product Associate in Asset & Wealth Management - Digital Distribution, you are ... in MarTech, AdTech, or enterprise SaaS + Deep understanding of marketing operations and campaign management tools + Familiarity with generative AI tools, LLMs,… more
- S&P Global (New York, NY)
- …new products and technologies to build solutions that streamline business operations . The candidate must be delivery-focused with solid financial applications ... experience. The candidate will assist in day-to-day support and operations functions, design, development, and unit testing. **Responsibilities and Impact:** + Lead… more
- JPMorgan Chase (Jersey City, NJ)
- …efficiency, and operational excellence. As an Asset Servicing Analyst in Securities Operations within Markets Asset Services, you play a vital role in managing ... Services operates across nine global locations, supporting both Markets and Wealth Management businesses. The team specializes in asset servicing, including… more