- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently… 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
- 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
- MUFG (Los Angeles, CA)
- …Bankers is expanding nationally and seeking to hire a talented M&A Sell-side Associate to join our Industrials & Business Services Team. **Responsibilitie** ... 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… more
- Truist (New York, NY)
- …following job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services ... as floating rate and F/X, private wealth, insurance and other services . Senior investment banking professionals are also expected to serve the bank's corporate… more
- Capital One (Mclean, VA)
- Principal Associate , Quantitative Analysis - Investment Portfolio Team At Capital One data is at the center of everything we do. As a startup, we disrupted the ... + Deep understanding of quantitative modeling in relation to finance and investment portfolio modeling principles. + Extensive experience in Python or other… more
- Raymond James Financial, Inc. (Chicago, IL)
- …complies with regulations and good financial practice. + Analyze and forecast investment or market trends by designing and developing nonroutine investment ... models. May also manage specific assigned portfolios while helping to develop investment policy. + Recommend changes to policies, processes, standards, and practices… more
- T. Rowe Price (Owings Mills, MD)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... matter to you . Role Summary Provides high-quality support to clients with standard service requests on a daily basis. Responsibilities + Serve as the first point of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …client, prospect, and professional events in the effort to generate new investment banking business and establish new productive relationships. + Apply financial ... the business. + Bring together the most appropriate RJIB team to provide exceptional service to the client. + Ensure that any professional, technical, or client … more
- Neuberger Berman (New York, NY)
- The Quantitative Analyst/ Associate will join Neuberger Berman's Investment Risk group in our New York office, supporting independent risk oversight for the ... and Multi-Asset Class strategies. This role is integral to the Multi-Asset Class Investment Risk team, focusing on risk measurement, attribution, and analysis for a… more