- TIAA (New York, NY)
- **Asset Controller** The Asset Controller job ensures that investment accounting policies and procedures are correctly applied to financial transactions. Under ... batteries, hybrid projects, or any other technology that is suitable for investment within the fund's investment scope), either under development, construction… more
- Lincoln Financial (Charlotte, NC)
- …complex research, analysis, & proper accounting treatment of Lincoln's derivative investment positions to support strategic investment operations, hedging ... less experienced team members. **What you'll be doing** + Provides investment accounting treatment of derivative assets under applicable Statutory, GAAP, Management… more
- JPMorgan Chase (New York, NY)
- …managed solutions with the goal of servicing JP Morgan Advisors and their investment teams. You need to have a broad understanding of portfolio construction, ... and asset allocation solutions. You will develop thorough knowledge of our investment platform, for discretionary and non-discretionary advisory, as well as all… more
- Coinbase (New York, NY)
- …At CBAM a Client Strategist is a hybrid between a salesperson and an investment strategist. A successful Client Strategist can secure the next 2-3 meetings during ... of our business, such that they can represent the investment team and our investment process across...you (ie. job requirements):* * 7+ years of institutional sales experience at top tier global institutional asset manager.… more
- Scotiabank (New York, NY)
- …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, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more
- Scotiabank (New York, NY)
- …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, ... provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. GBM provides a full range of … 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...seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective… more
- First National Bank of Omaha (Omaha, NE)
- …a team led approach to advise, guide and deliver long term planning and investment advice and solutions to customers to effectively manage and preserve their overall ... into relevant product/service offerings. Works collaboratively with Trust, Planning and Investment teams to deliver on customer holistic needs. Applies functional… more
- Neuberger Berman (TX)
- …+ Effectively profile clients, developing a deep understanding of their specific investment goals, objectives, and processes. ~60% of the time will be spent ... client relationship skills; influence senior clients to grow advocacy with investment teams **Qualifications** + Minimum of 5 years' client-facing experience,… more
- BlackRock (San Francisco, CA)
- …Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with strong passion for engaging with Financial Advisors to ... identify, develop, partner on and own client relationships. **Market Sales Partner (Internal Wholesaler):** This role partners with our Market Leader/External… more