- Citigroup (Beverly Hills, CA)
- … advice and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize ... The Investment Counselor Sr . Lead is a...required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required… more
- Cleveland Clinic (Beachwood, OH)
- …+ Possession or progression toward Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) + Prior experience in finance/investing + ... management team at the inception of a new investment to develop elevated governance and oversight and agree...and agree to boundaries and exit strategies for individual investments and/or investment themes. + Evaluate risk… more
- BlackRock (New York, NY)
- …world's preeminent asset management firms and a premier provider of global investment management , risk management and advisory services to institutional, ... Good investment decisions arise from integrating research with portfolio management . A global presence results in a global perspective combined with targeted… more
- JPMorgan Chase (New York, NY)
- … organizations for our products and services and establish connections with their senior investment professionals. + Facilitate the annual strategic plan and ... product development and sales/retention strategy. As a Managing Director, Private Market Investment Specialist within JP Morgan Asset Management , you will play… more
- Neuberger Berman (New York, NY)
- …and new asset types) + Prepare presentation materials for reviews with portfolio managers, senior management and the firm's Investment Risk and Liquidity ... also include developing an understanding of the underlying Equity, Fixed Income and Alternative investments within the broader accounts + Maintain and run, both,… more
- Athene (West Des Moines, IA)
- …+ Develop and perform various analytical procedures to assist senior management in understanding the company's investment performance relative to stated ... as well as plan + Provide regular updates to senior management keeping them abreast of any...knowledge of Fixed Income, Structured Securities, Mortgage Loans and Alternative Investments . Derivatives knowledge is a plus… more
- JPMorgan Chase (New York, NY)
- …Skills** + Experience recruiting for front office roles within Asset & Wealth Management , specifically with Alternative investments . + Prior experience ... Apply today! As a Recruiter in Asset & Wealth Management , you will play a critical role in attracting,...work. The ability to foster strong client relationships with senior managers and candidates is essential, and your consultative,… more
- JPMorgan Chase (New York, NY)
- …asset classes. We have specialists responsible for developing our market strategy, alternative investments , fixed income, equities, FX and commodities. Solutions ... our Advisor Training Program, you'll gain exposure to every facet of wealth management , including investments , lending, banking, and trust and estate planning.… more
- Carrington (Greenwich, CT)
- …of insights. + **Ad-hoc analysis:** Respond rapidly to one-off requests from senior management , investors, and affiliated divisions. + Perform other duties ... trends. + **Performance reporting:** Prepare, present, and explain performance reports to senior lending management ; gather and analyze feedback from loan… more
- Carrington (Old Greenwich, CT)
- …learner, with excellent communication and organizational skills. **Our Company:** Carrington Capital Management , LLC (CCM) is an alternative asset management ... and knowledge capital that flow across the Carrington platform. We provide investment strategies where our portfolio management team maintains an identifiable… more