- MetLife (Whippany, NJ)
- …Finance, Client Portfolio Management, Insurance Asset Management, Institutional Client Group , Sales Derivatives, Investment Operations, Legal, and ... client investment requests in collaboration with the Client Portfolio Management team Essential Business Experience...of expertise; MBA preferred. * CFA(R) charterholder * Advanced business or accounting degree * Experience with private… more
- MetLife (Whippany, NJ)
- …Finance, Client Portfolio Management, Insurance Asset Management, Institutional Client Group , Sales Derivatives, Investment Operations, Legal, and ... of industries and sectors. The Analyst will also support administrative, marketing, and client -based projects related to the Corporate Private Debt team. The… more
- Truist (Charlotte, NC)
- …the Wealth Private Advisor will act as the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. ... States of America) **Please review the following job description:** The Wealth Private Advisor's primary responsibility is to deepen client relationships around… more
- Neuberger Berman (New York, NY)
- …employee-owned global investment management firm with $509 billion in assets under management. The private equity group of the firm, NB Private Markets, is ... a leading and growing investor in private markets, managing over $125 billion of ...other customizations as requested by clients. The PIPCO Marketing/Fundraising Group within NB Private Markets is focused… more
- CIBC (Boston, MA)
- …learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **About CIBC Private Wealth US** CIBC Private Wealth offers tailored ... commitment to excellence, we provide clients with access to public and private market investment opportunities across asset classes, backed by deep expertise and… more
- Citigroup (New York, NY)
- …relationship selling **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... sources of wealth generation. + Anticipate events in a client 's life and business which have significant...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations… more
- Citigroup (Miami, FL)
- …63 and 65) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private ... sources of wealth generation. + Anticipate events in a client 's life and business which have significant...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations… more
- MetLife (Whippany, NJ)
- …by MIM Operations, Legal and Compliance. The team also works with MIM's Institutional Client Group by providing asset class expertise in support of the sales ... that allow us to be selective on deals. The Client Portfolio Management team is responsible for overseeing the...twelve members of the team, which sits within MetLife's Private Capital group . The team works alongside… more
- MetLife (Whippany, NJ)
- …Infrastructure, Client Portfolio Management, Insurance Asset Management, Institutional Client Group , Sales Derivatives, Investment Operations, Legal, and ... all asset classes, with a strength in public and private fixed income and private assets, including...* Address client investment requests with the Client Portfolio Management team Essential Business Experience… more
- JPMorgan Chase (Brooklyn, NY)
- JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund ... private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in...across all alternative asset classes. **Job Summary:** As a Private Equity Fund Admin Associate within our client… more