- BMO Financial Group (Barrington, IL)
- Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of ... investment management and administration to ensure compliance. Works collaboratively...and recommendations. + Defines business requirements for analytics & reporting to ensure data insights inform business decision making.… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and ... investment teams, with access to a deep breadth of...fees, etc., using various in-house portfolio systems. + **Client Reporting ** : Provide customized reporting and analysis… more
- BlackRock (San Francisco, CA)
- **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail ... separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...strategy, as well as its data and technology objectives. Reporting to theVice President, Head of Business, Data and… more
- NJEDA (NJ)
- …state. This role is responsible for underwriting high-quality credit and investment opportunities that deliver attractive risk-adjusted returns while supporting the ... strategies Projects: + Build and maintain detailed financial models to evaluate investment opportunities, perform scenario analysis, and assess credit risk. + Draft… more
- Citigroup (Glendale, CA)
- …analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during ... with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC… more
- Banco Popular Puerto Rico (San Juan, PR)
- …to individual and corporate clients, assisting them in achieving their investment goals. This includes assessing financial needs, recommending suitable products and ... developing personalized investment strategies. The Financial Consultant must also ensure compliance...and customer service oriented * Attention to detail * Reporting Research Results * Confidentiality Region Locations Must be… more
- JPMorgan Chase (New York, NY)
- The Private Equity Group (PEG) of JP Morgan Investment Management Inc. is a leading global private equity program, managing $35 billion for top institutions and team ... buyouts, venture capital, and growth equity, PEG is a preferred partner for co- investment and secondary opportunities. **Job Summary** As an Associate in the Private… more
- Neuberger Berman (New York, NY)
- …database, and data pipeline development experience to align with our Private Markets investment teams. You will work with team members to design and implement ... working with large datasets and providing insights to drive investment decisions. In this role, you will collaborate with...data models and storage systems to support analytics and reporting + Design and implement visualizations using tools to… more
- Robert Half Accountemps (Mountain View, CA)
- …plays a key part in supporting the daily operations and accounting for investment funds, ensuring compliance, accuracy, and timely reporting . The ideal candidate ... will have strong technical accounting skills, a passion for the investment industry, and the ability to thrive in a fast-paced environment. Key Responsibilities +… more