- Citigroup (New York, NY)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly monitoring progress and… more
- Bank OZK (Little Rock, AR)
- …clients' businesses and sources of wealth generation. + Understand client needs, investment objectives, and risk profiles to offer tailored solutions and ... investment strategies that meet their investment , banking,...behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. + Complete all assigned/required… more
- Drips (TX)
- …financial insights and supporting high-impact decision-making across the business. Reporting directly into our Finance leadership team, you'll be responsible ... problems through financial analysis. You'll contribute to long-term planning, investment decisions, and pricing strategies-ultimately influencing the direction and… more
- BlackRock (Atlanta, GA)
- …preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and ... exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and… more
- US Tech Solutions (New York, NY)
- …3 days onsite, 2 days remote)** **Description:** The role will reside within Investment Management Finance (IM Finance) which is a department dedicated to providing ... support to Investment Management segment a leading global asset manager across...with and exposure to financial products, financial statements, regulatory reporting + Communicate and work alongside a diverse group… more
- Neuberger Berman (Chicago, IL)
- …Solutions team within Insurance Investments. **Responsibilities:** + Grow the Insurance Investment business + Manage insurance fixed income portfolios + Represent ... + Oversee the implementation and maintenance of portfolio management and reporting systems (Aladdin and Clearwater) **Qualifications:** + 10+ years of experience… more
- Massachusetts Municipal Wholesale Electric Company (Ludlow, MA)
- …at MMWEC. Learn fundamental financial tasks including data entry, basic reporting , and administrative support for the organization and Member systems. Develop ... Help compile information for internal treasury reports. _C) (20%) Investment Learning_ 1. Learn to record and track basic... Learning_ 1. Learn to record and track basic investment activity. 2. Help identify simple discrepancies in … more
- 3M (Maplewood, MN)
- …insightful counsel and analysis, helping to develop and execute a multi-year investment in growth strategy. + Creating a global view coordinating the complexities ... and drive necessary business redirection, when appropriate. + Conducting return on investment analysis and drive investment decision making for short, medium-… more
- Citigroup (Miami, FL)
- …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and ... + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood **Relationship Management**… more
- Citigroup (Miami, FL)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly monitoring progress and… more