- JPMorgan Chase (Tulsa, OK)
- …acquisition; advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs ... for advising families on building, preserving and managing their wealth . You will use your knowledge of investments...knowledge of the equity and fixed income markets and alternative investments , including Hedge Funds, Private Equity… more
- Neuberger Berman (New York, NY)
- …record of high academic achievement + 3-5 years' professional experience (preferably in management consulting, investment banking, and/or asset management ) + ... **Neuberger Berman** is an independent, employee-owned, global asset management firm, serving the financial needs of institutions and individual investors worldwide.… more
- KeyBank (Portland, ME)
- …selection, and knowledge of markets including real estate, commodities, and other alternative investments . + Anticipates and advises clients on their evolving ... position collaborates and performs as part of the relationship management team to assure that the Wealth ...Advisory Service** + Participates in relationship reviews as an Investment expert on high-net-worth teams. + Identifies and prioritizes… more
- Wellington (New York, NY)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... will plan and execute all components of our US Wealth events program, including in-person events (proprietary events and...Management is one of the world's largest independent investment management firms. We serve as a… more
- JPMorgan Chase (Columbus, OH)
- **Job Description** JP Morgan Asset & Wealth Management delivers industry-leading investment management solutions. We are the investment manager of ... more than two centuries of experience, a broad range of core and alternative strategies, and investment professionals operating in every major market worldwide,… more
- Wellington (Boston, MA)
- …our regionally based external wholesalers in promoting and selling alternative investment products to financial advisors at large wealth platforms. Core ... **About Us** **Wellington Management ** offers comprehensive investment management...global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business… more
- Charles Schwab (Westlake, TX)
- … Investment Offers & Solutions (IOS) is responsible for managing our investment product marketplaces (eg, Alternative Investments , Managed Accounts, ... offering. **Our Opportunity:** As SMAs become an increasingly important investment vehicle, we are focused on improving our product...strategy with growth and objectives of our Retail and Wealth Management businesses. Reporting to the Managing… more
- Citigroup (New York, NY)
- …instructions. + Stay abreast of all CPB products, services, and processes. + Deliver wealth management services to CPB Latam clients with guidance from the ... drafts and official checks. + Accurate and timely execution of alternative investments /mutual funds subscriptions, redemptions, structured notes, capital markets… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …and due diligence on investment options, including mutual funds, ETFs, and alternative investments . + Prepare meeting materials for advisors and clients. + ... Financial Planning Associate will work closely with advisors to support clients' wealth management and financial planning needs. This role involves managing… more
- Columbia Bank (Portland, OR)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... credit and liquidity. + Proficient in global asset allocation strategies including alternative investments . + Monitor and assess portfolio performance. +… more