- Robert Half Finance & Accounting (Parsippany, NJ)
- Description A Wealth Management firm with Bergen County operations seeks a Investment Analyst to join their team. In this role you will get involved in ... investment research, portfolio performance, analysis and tracking...would be a plus, or in process. Requirements A Wealth Management firm with Bergen County operations… more
- Citigroup (New York, NY)
- …through separately managed accounts and portfolio construction; these include Citi Investment Management (CIM) model and custom strategies, CIM Equity and ... pitches as needed. + As part of the broader investment specialist, act as a liaison between portfolio...Investment products + Prior Private Banking or asset management sales experience + Background in discretionary investment… more
- City National Bank (Newark, DE)
- …managing of the overall relationship of assigned managed agency accounts. Represent Wealth Management in various business activities and maintains contacts with ... beneficiaries, attorneys and others regarding accounts. Work closely with portfolio managers, advisors, and others in providing high quality...or equivalent * 3 years of experience in an investment management or trust environment * 2… more
- TD Bank (Portsmouth, NH)
- …Private Client Portfolio Advisor I is a role within the Centralized Investment Management team that partners with Trust Advisors & Relationship Managers to ... investment services to HNW clients. The Private Client Portfolio Advisor I will utilize technical investment ...Trust Advisors & Private Client Relationship Managers to ascertain investment needs of TD Wealth clients to… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Relationship Managers, Corporate Banker, Business Banking Relationship Managers, Private Bankers, Wealth Management Advisors, and Institutional Portfolio ... Fifth Third Institutional products and services including retirement plan services, investment management solutions, and trust and custody solutions. Responsible… more
- S&P Global (Los Angeles, CA)
- **About the Role:** **Grade Level (for internal use):** 11 **The** **Role:** Investment Management Product Specialist - Quantitative Consultant **The Team:** S&P ... specialized data feeds and analytical products. **Impact & Responsibilities:** The Investment Management Product Specialist - Quantitative Consultant is expected… more
- Bank of America (Atlanta, GA)
- …that allows the candidate to work independently in the territory alongside local Wealth Management market leadership. The business strategy will also include ... Alternative Investment Regional Specialist Atlanta, Georgia **Job Description:** At...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- Citigroup (Miami, FL)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the… more
- City National Bank (New York, NY)
- …of experience in investment research, data analysis, risk, or operations within asset management , wealth management , or financial services. * 3+ years of ... with industry data platforms (eg, Bloomberg, Morningstar, FactSet). * Background supporting investment due diligence, risk reporting, or portfolio analysis. *… more
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