- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products...processes, risk appetite and risk culture + Assist in portfolio management including preparing pitch books, credit… more
- BlackRock (Sausalito, CA)
- …10+ years of experience in calculating performance for various asset classes at an investment management firm. * Intimate knowledge of Global Investment ... processes. * Proven ability to build strong relationships with senior management , key clients, and internal/external stakeholders (eg Portfolio Managers,… more
- BIC Corporation (Charlotte, NC)
- …that align with IT and Group Supply Chain goals. + Collaborate with the Portfolio management team to ensure that program initiatives align with the overall ... documentation, and approvals. + Support process improvement initiatives within the portfolio management team to enhance efficiency and effectiveness. +… more
- Brookfield Properties (Charleston, SC)
- … management , brokerage, valuation, asset / wealth / portfolio management firms, private equity, or investment banks + Prior coursework or working ... degree. + Prior coursework or equivalent professional experience in real estate investment , portfolio management , FP&A, or valuation required. + 1-3 years of… more
- Robert Half Finance & Accounting (Englewood, CO)
- …years of experience in trading or investment operations, preferably in an RIA, wealth management , or asset management firm + Proficiency with trading ... efficiency. This is a hands-on trading role within a collaborative, client-focused wealth management environment. Key Responsibilities: + Execute trades across… more
- JPMorgan Chase (Palo Alto, CA)
- …at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and ... in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values… more
- Nuveen Investments (Chicago, IL)
- …call goals, email correspondences and advisor follow ups. In this role, the Wealth Distribution IAC stays current with portfolio and industry developments and ... in customer management system and updates calendars. + Supports US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed on the entire… more
- Kestra Financial (Avon, CT)
- …are a plus. Experience: Minimum of 7-10 years of experience in financial planning, wealth management , or investment advisory roles. Technical Skills: + ... of investment strategies, retirement planning, estate planning, and tax-efficient wealth management . + Experience with CRM systems (eg, Salesforce) and… more
- JPMorgan Chase (Columbus, OH)
- …consumer credit portfolios (ie US Mortgage, Credit Card, Automotive, Business Banking, Wealth Management , Private Banking) preferred + Strong knowledge of ... business banking and lending, mortgages, credit cards, payments, auto finance and investment advice. Consumer & Community Banking Risk Management partners with… more
- Grant Thornton (San Jose, CA)
- …a focus on relationship management . + Strong understanding of private equity investment cycles, portfolio management , and deal execution. + Exceptional ... focus helps us provide timely due diligence, transaction support and portfolio company value creation services. Serving over 1600 PE-backed portfolio… more