- JPMorgan Chase (New York, NY)
- The Role We are seeking an Associate/Vice President to join our Investment Specialist team which serves as the main point-of-contact for our clients, prospects, ... and JP Morgan Asset Management's Client Advisors. As an Vice President in the Private Credit Solutions Group, you will play a key role in coverage of investors… more
- Wesleyan University (Middletown, CT)
- …and facilities. Reporting to the Director of Operations and Investments, the Investment Operations Specialist will work alongside an eight-person ... portfolio reporting, and document administration. Responsibilities Include: All aspects of investment operations , including: + Perform daily reconciliations of… more
- Wellington (New York, NY)
- …markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- JPMorgan Chase (Columbus, OH)
- …monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 ... million client accounts within JP Morgan Private Bank and US Wealth Management. **Roles and Responsibilities:** + ** Investment Implementation Portfolio… more
- Bank of America (New York, NY)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Banking- Specialist Private -WM\_25030311-2) **Job ... Wealth Management Banking Specialist - Private WM New York,...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Bank of America (San Francisco, CA)
- Wealth Management Banking Specialist Private WM San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Wealth-Management-Banking- Specialist - Private -WM\_25027155) **Job Description:** Merrill Wealth Management is… more
- Regions Bank (Dallas, TX)
- …+ Strong analytical and problem-solving skills, including attention to detail Trust Operations , Investment Operations , or Wealth Management Operations ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Neuberger Berman (New York, NY)
- Neuberger Berman is seeking a Derivative Security Master/Valuations & Middle Office Operations Specialist to support the firm's derivative life cycles and ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager. From offices… more
- City National Bank (Los Angeles, CA)
- *INVST OPERATIONS SECURITIES SPECIALIST * WHAT IS THE...as a liaison between City National Bank and SEI Private Trust Company. WHAT WILL YOU DO? * Acts ... as a liaison with SEI Private Trust Company; resolves problems and discrepancies related to...incoming and outgoing wire transfers. * Responsible for processing investment transactions and reconciling account information; * Reviewing system… more
- Citigroup (Miami, FL)
- ** Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. Private Bankers are able to add value to clients...Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending +… more