- Oppenheimer & Co. Inc. (New York, NY)
- …investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client ... & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back...and respect in all situations Cultivate and grow existing client relationships Assist with marketing efforts and plan … more
- Citigroup, Inc. (Forest Hills, NY)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in...new clients with the goal of bringing in new bank and brokerage assets Deepen relationships with existing clients… more
- JPMorgan Chase & Co. (New York, NY)
- …Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank , you will gain exposure to every facet of wealth management, ... excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you. By joining our Analyst… more
- Sumitomo Mitsui Financial Group, Inc. (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... advisory, structuring, and lending services to large strategic investors and private equity sponsors. The group covers the growing infrastructure industry (including… more
- Scotiabank (New York, NY)
- …industry trends. What You'll Do Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems and ... policies and procedures. Driving a customer focused culture that deepens client relationships and leverages broader Bank relationships, systems and knowledge.… more
- PJT Partners, Inc. (New York, NY)
- PJT Partners is a global advisory-focused investment bank . Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, ... restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments… more
- Oppenheimer & Co. Inc. (New York, NY)
- …We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the ... asset management services. Responsibilities: Processing and reviewing investor hedge fund, private equity fund and private credit fund transactions, including… more
- Orbiss (New York, NY)
- …the office. You will be responsible for: Check Deposits (10%): Physically depositing client checks at the bank . Strictly following internal procedures and ... the United States. Founded in 2019, Orbiss helps international small and medium-sized private companies successfully scale up in the United States. The firm offers a… more
- Houlihan Lokey, Inc. (New York, NY)
- …Industry: No Industry Overview Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, capital solutions, ... intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is...advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past… more
- Houlihan Lokey, Inc. (New York, NY)
- …Generalist/REVS Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial ... intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is...advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past… more
