- JPMorgan Chase (Boston, MA)
- …Bachelor's degree in finance or economics + 3+ years of experience in an Investment and/or Wealth Management environment, particularly with a focus on client ... portfolio implementation, investment oversight/governance, and/or wealth management platform/tech experience...financial data + Ability to manage multiple projects and work well under pressure while handling large workloads and… more
- BlackRock (Atlanta, GA)
- …when needed. + **Knowledge Base:** General understanding of financial markets and wealth investment landscapes. **Preferred Skills** + Familiarity with process ... global investment management, risk management and advisory services to institutional , intermediary and individual investors around the world. BlackRock offers a… more
- Scotiabank (Dallas, TX)
- …involve testing or audit. + Experience/background in compliance applicable to institutional trading & sales, investment banking, futures commission merchant, ... with applicable SEC, CFTC, NFA rules applicable to international banks conducting institutional trading & sales, investment banking, investment management,… more
- Wellington (New York, NY)
- **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 objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary… more
- Hills Bank (Cedar Rapids, IA)
- …filings required for personal or charitable trusts. + Work with investment officers to invest client accounts in wealth management model portfolios. ... and their families, with the expectation of supporting other Trust and Wealth Management Officers with trust and estate planning for their customers.… more
- T. Rowe Price (Baltimore, MD)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources...About The Team - Global Distribution We have great investment solutions, but we need to get those solutions… more
- BlackRock (New York, NY)
- …leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, 2024, BlackRock's AUM was $10+ ... and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions(R). As of year-end 2024, the firm had… more
- University of Pennsylvania (Philadelphia, PA)
- …generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness ... variety of atmospheres, Philadelphia is the perfect place to call home for work and play. The University offers a competitive benefits package that includes… more
- JPMorgan Chase (Boston, MA)
- **Quant Operations Analyst** **Join Us at 55ip & Help the Wealth Management Industry Move Forward** Working at 55ip means standing at the intersection of finance and ... technology-and at the cutting-edge of wealth management. We've been making rapid progress on our...team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent… more
- JPMorgan Chase (New York, NY)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner ... for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial...part of a local team and supported by an institutional platform that has the resources, specialists and intellectual… more