- Manulife (Atlanta, GA)
- …will support primarily East Coast assets, and is responsible for complex financial modeling and analysis, production of investment memorandums and supporting ... Manulife Investment Management ("MIM") is the global wealth and...and this position will sit in the Atlanta, GA office . **Position Responsibilities:** Provide financial analysis and… more
- Bank of America (Charleston, WV)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors,… more
- JPMorgan Chase (Brooklyn, NY)
- …analytics arenas + Respond in a timely fashion to inquiries from front- office financial advisors regarding performance reports, customized calculations and ... Performance Standards (GIPS) and composite practices + Certificate in Investment Performance Measurement/Chartered Financial Analyst (CIPM/CFA) or progress… more
- Bank of America (San Jose, CA)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation * Strong analytical skills with ability to… more
- JPMorgan Chase (New York, NY)
- …Valuation and credit analysis experience, including the ability to analyze and value investment instruments issued / borrowed by performing, stressed, distressed ... team, in London and NY (CIOs, other analysts, COO/middle office team), to source investing ideas and collaborate on... opportunities + The analyst will construct and maintain financial models to support investment decision making… more
- Citigroup (O'Fallon, MO)
- …intuitively recognize and understand a client's banking, credit, life insurance, and investment needs and goals to provide holistic financial solutions. + ... Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of ...financial planning software preferred + Basic understanding of investment and financial planning strategies preferred +… more
- The Coca-Cola Company (Whitestone, NY)
- …pricing process. + Financial assessment ( value chain analysis, financial modelling, opportunity assessment, return on investment analysis, cash flow ... Finance, Strategy, or M&A roles required + Hybrid presence in Whitestone, NY office required (in-person Tues-Thurs) + Mastery of financial analysis tools, incl.… more
- Wellington (Needham, AL)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...AWS, and Sentinel are all nice to have. + Financial Services is a + Github Copilot experience is… more
- Edward Jones (Dallas, TX)
- …Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services ... to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and...Senior Planner will serve as a conduit between the financial advisor, client and the home office … more
- Aegon Asset Management (Denver, CO)
- …of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy ... than a century ago, we were among the first financial services companies in America to serve everyday people...and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's… more