- JPMorgan Chase (New York, NY)
- …and dedication to each other and to our clients. As an Analyst in Business Services Investment Banking, you will be joining a team with a diverse coverage ... team that is focused on winning together and building our growing Business Services franchise. We are seeking individuals with a long-term career mindset that shares… more
- MUFG (Los Angeles, CA)
- …some of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to ... one day. A member of our recruitment team will provide more details. Intrepid Investment Bankers is expanding nationally and seeking to hire a talented M&A Sell-side… more
- Robert Half Legal (Hartford, CT)
- …Senior Paralegal must have at least 5+ years of experience working in investment management, asset management, or private equity. The ideal candidate will have ... filing Section 16 filings including Forms 3, 4, and 5, and have prior Investment Company Act of 1940 experience. This role directly reports to the Senior Counsel.… more
- Raymond James Financial, Inc. (Boston, MA)
- …complies with regulations and good financial practice. + Develop and amend investment models to provide input to senior colleagues and/or help manage assigned ... relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. + Develop own capabilities… more
- Truist (Fort Myers, FL)
- …with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement ... those products and services as appropriate. 3. Assist clients with trades, requests...including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for and… more
- Raymond James Financial, Inc. (Boston, MA)
- …company complies with regulations and good financial practice. Analyze and forecast investment or market trends by designing and developing nonroutine investment ... May also manage specific assigned portfolios while helping to develop investment policy. Recommend changes to policies, processes, standards, and practices that… more
- WTW (Tampa, FL)
- …defined benefit plan sponsor clients and their various sub committees. These services include: strategic setting of investment objectives, strategic asset ... manager monitoring, custodian selection, transition advice, statements of investment policy and global research services . You...CIMA, etc. + 5 or more years of progressive investment experience, ideally gained in a client- service … more
- Quality Technology Services, LLC (Duluth, GA)
- …responsible for helping the team create and support the following: + Prepare investment materials such as investment memorandums, presentations, and proposals + ... of working experience - preferably in a collaborative financial environment (banking, investment fund, real estate, etc.) + Proficiency in MS Office applications,… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when ... industry and company research by collecting, organizing data, writing investment -related research reports, and creating/ maintaining financial models. Regular… more
- Kestra Financial (Deerfield, IL)
- …goals, our firm also specializes in corporate benefits and estate planning. Being a "full service " firm allows for us to better service our client needs from ... to firm guidelines. + Manage client needs regarding processing, service , and problem resolution in a timely and accurate...objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support… more