• Direct Counsel (New York, NY)
    …law firms in hiring a highly qualified midlevel associate to join their Investment Management - Financial Institutions practice group in either the New ... or Washington, DC office. Qualifications: 3-5 years of experience with investment adviser regulatory matters Comparable law firm experience and/or experience working… more
    Upward (06/26/25)
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  • Edelman Financial Engines (Phoenix, AZ)
    Description Outbound Investment Advisor (Phoenix, AZ or Remote) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice ... and advice; handles interactions accurately & efficiently. Educates client on financial , investment , debt management, and retirement planning strategies Works… more
    Upward (07/16/25)
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  • LPL Financial Holdings, Inc. (Chicago, IL)
    …employment opportunity at Wintrust Ban in Chicago, IL would allow you to join the Investment Program at Wintrust Bank as a Financial Advisor associated with LPL ... Under this model Financial Advisors are not employees of LPL Financial . The Investment Program at Wintrust Bank supports the local community with a complete… more
    Upward (07/01/25)
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  • Publicis Groupe Holdings BV (New York, NY)
    …Manage all client dollars in the marketplace and maintain accurate financial documentation. Investment Safety: Coordinate crisis and compliance management ... and to do it all with #phmlove. Overview The Investment Lead oversees and executes all client investment... Investment Lead oversees and executes all client investment activities, including both Investment Marketplace and… more
    Upward (07/23/25)
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  • Siebert Williams Shank (Chicago, IL)
    … banking services to clients in the public sector. SWS is a full-service investment banking and financial services company dual-headquartered in New York and ... & Co., LLC ("SWS" or the "Firm") is conducting a search for an experienced Investment Banking Analyst to join its Infrastructure and Public team and work hybrid (4… more
    Upward (07/06/25)
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  • Right Hand Talent (New Haven, CT)
    …institution of higher learning Preferred Education and Experience: Experience in financial services, investment management, or family office environment ... $41.4 billion as of June 30, 2024, their endowment pursues an investment strategy constructed to produce superior long-term performance through the careful… more
    Upward (07/23/25)
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  • Goldman Sachs, Inc. (Chicago, IL)
    …their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a ... wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Across Wealth Management, our growth is driven by a relentless focus on our… more
    Upward (07/05/25)
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  • PURE Insurance (White Plains, NY)
    …& Chief Financial Officer and work closely with the Controller, Investment Accountants and General Counsel to manage the day-to-day oversight and all aspects ... and associated operations Delivering findings and insights to the Chief Financial Officer and Investment Committee Maintaining relationships with external… more
    Upward (07/20/25)
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  • Michigan State University (East Lansing, MI)
    …Master's degree in related field; CFA and CAIA credentials; knowledge of investment financial markets and relevant technology tools, including design, ... Investment Office IT Manager / Information Technologist III...MSU Information Technology provides the primary leadership for strategic, financial , and policy initiatives affecting information technology (IT) across… more
    Upward (07/13/25)
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  • State of Maryland (Baltimore, MD)
    …successful employment in legal, compliance or audit roles, preferably in the investment , financial , banking, accounting or insurance industries. DESIRED OR ... and more than 175,000 retirees and beneficiaries. The Agency is seeking an investment compliance professional to serve as Senior Compliance Analyst in the … more
    Upward (07/20/25)
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