- JPMorgan Chase (New York, NY)
- …relationships with stakeholders and provide day-to-day support to portfolio managers and investment specialists. The Trade Lifecycle team supports a diverse range of ... private investment products, including direct equity and credit solutions, giving you exposure to complex deal structures and the end-to-end trade process. Middle… more
- Thrivent Financial (Bellevue, WA)
- …Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, ... to and is employed/contracted by the Lead Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration...+ Strong attention to detail + Knowledge of business technology such as Microsoft Word, Excel, Outlook, Salesforce, and… more
- JPMorgan Chase (Plano, TX)
- …help build deep and lasting relationships with our most complex Commercial & Investment Bank clients across the country. As a Client Success Senior Associate within ... the Commercial & Investment Bank you will support Sr. team Members and...conflict and adapting to change + Comfort in using technology such as WebEx, Zoom and other collaboration tools… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …team in the Twin Cities. In this role, you will provide expert investment management and tailored financial planning services to clients, helping them achieve their ... risk tolerance. * Analyze market trends and client portfolios to create effective investment strategies. * Work with tax, legal, and insurance experts to create… more
- Charles Schwab (Westlake, TX)
- …completed numerous transactions, including the acquisition of the assets of USAA's Investment Management Company, the all-stock acquisition of TD Ameritrade and the ... of Forge Capital. These transactions created a large-scale, full-service investment firm with world-class solutions and unlocked meaningful financial benefits… more
- Wells Fargo (Minneapolis, MN)
- …Consultant to join the Product Governance & Business Risk (PGBR) Team within the Investment Solutions Center of Excellence (IS COE). This individual will act as an ... guidelines, and other risk-related issues + Review material produced by the Investment Solutions Center of Excellence (IS COE). This includes reviewing publications… more
- Robert Half Management Resources (Brea, CA)
- …The ideal candidate will bring a strong background from a private equity firm, investment bank, or corporate finance team within a large enterprise. This interim M& ... and integrate findings into actionable recommendations. Presentation Development: Prepare investment memos and presentations for executive leadership teams, boards… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Job Description: Property Accountant - Family Investment Office (Commercial Real Estate) Overview: Our client is a successful, established small family ... investment office, based in River Oaks and focused on...temporary and permanent placement solutions for finance and accounting, technology , marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …be instrumental in overseeing the operational management of a broad credit investment portfolio. The position calls for strong analytical skills and attention to ... . Partner with various teams to support the closing of new investment transactions. . Manage funding and financing processes for future transactions. .… more
- Bank of America (Easton, MD)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
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