• State Street Corporation (Boston, MA)
    …solutions. Key Responsibilities: Develop and execute the strategy for research and development of wealth platforms, including data flows partnerships. ... Proven ability to design and implement data flows, reporting tools, and platform interoperability for wealth market solutions. Expertise in end-to-end system… more
    Upward (07/26/25)
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  • State Street Corporation (Boston, MA)
    …challenge you are up for. What you will be responsible for As Vice President for Wealth Research and Development you will Develop and execute the strategy ... Who we are looking for The Vice President for Wealth R&D will lead the end-to-end definition, development and...aim to develop the first globally trusted, scalable, technology-led platform meeting the emerging needs of fintechs, advisors, and… more
    Upward (07/26/25)
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  • Westwood Holdings Group (Houston, TX)
    …investment processes and tools to improve efficiency, insight, and scale within the wealth platform . Firm Engagement & Business Development Support Support the ... a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct… more
    Upward (06/28/25)
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  • Goldman Sachs, Inc. (Dallas, TX)
    …investment opportunities, drawing on our firm-wide capital market insights, industry research , and risk management platforms. Business Unit Overview The Real Estate ... Investing and Loan Asset Management platform within Goldman Sachs Asset Management is overseen by...by a global investment committee that directs the firm's strategy in real estate and approves investments in the… more
    Upward (06/27/25)
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  • Jefferies (New York, NY)
    Job Description Top investment bank seeking an equity research associate to support a rising senior biotechnology analyst covering mid- and small-cap biotech ... motivated to become top-ranked in the biotech industry Conducting proprietary research and evaluating drug pipelines by analyzing scientific literature, attending… more
    Upward (07/21/25)
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  • AllianceBernstein Holding LP (Nashville, TN)
    …Investment Strategy Team is dedicated to enhancing the Investment Platform , driving Commercial Impact, and improving Brand Communication. As an Investment ... resources of AllianceBernstein, providing expertise in investment management and wealth planning advice, plus innovative research , sophisticated modeling,… more
    Upward (07/06/25)
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  • Envestnet (Denver, CO)
    …outcomes for their clients. Envestnet's Strategy : Deliver the industry-leading wealth management platform , powered by advanced data and insights Leverage ... served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of… more
    Upward (06/30/25)
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  • YCharts Inc (Chicago, IL)
    …and wealth -tech, YCharts empowers financial advisors, asset managers, and wealth managers with best-in-class investment research tools, data visualization, ... Job Type Full-time Description The Company Building and executing a great investment strategy shouldn't require a PhD or a million-dollar budget-it should be simple.… more
    Upward (07/06/25)
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  • Jefferies (New York, NY)
    …with capital markets and financial advisory services, institutional brokerage and securities research , and wealth and asset management. Jefferies provides ... broker-dealer, was established in the UK in 1986. Our strategy focuses on continuing to build out our investment...further developing our Leucadia Asset Management alternative asset management platform . We offer deep sector expertise across a full… more
    Upward (07/11/25)
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  • Jefferies (New York, NY)
    …and experienced high yield credit analyst to support the HY healthcare desk strategy team. The ideal candidate will have a deep understanding of credit analysis ... buyside client communications and internal desk risk management. Key Responsibilities: Research and Analysis: Conduct comprehensive research on healthcare… more
    Upward (07/17/25)
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