- Huntington National Bank (Columbus, OH)
- Description + Reporting to the Director of Portfolio Solutions , the analyst will work with the Wealth Management Leadership team and other Wealth ... these key investment platforms. + Support the development of wealth products based on a deep understanding of business...drive results with third party vendors. + Solving business solutions at scale with technology. Exempt Status: (Yes =… more
- City National Bank (New York, NY)
- …materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by the ... * WEALTH ANALYST I* WHAT IS THE...collaboration with client team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and wealth… more
- City National Bank (New York, NY)
- *PROCESS ANALYST WEALTH * WHAT IS THE OPPORTUNITY? The Process Analyst position is responsible for working closely with the business units by assisting the ... Sr. Business Analyst facilitate workshops with stakeholders to gain in-depth understanding...the context in which the business operates and provide solutions to both tactical and strategic needs. This role… more
- BMO Financial Group (Minneapolis, MN)
- …financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned ... portfolio to ensure an exceptional client experience. Introduces services...to clients/prospects based upon their needs. + Assist Private Wealth Advisors in market research of client and prospects… more
- City National Bank (Irvine, CA)
- *PRIVATE WEALTH ANALYST * WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth ... advice in collaboration with client team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and wealth transfer,… more
- TD Bank (Fort Lauderdale, FL)
- …new industry standards. **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support and advice to assigned portfolio ... financial impact + Integrates the broader organizational context into advice and solutions within the Compliance area + Understands the industry, competition and the… more
- KeyBank (Portland, ME)
- …+ A strong candidate with less experience can be considered for a junior Portfolio Analyst role. **Licenses and Certifications** + Chartered Financial Analyst ... of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This… more
- Neuberger Berman (New York, NY)
- … Wealth Investment Group leads the investment process developing comprehensive portfolio solutions including the development of strategic asset allocation ... strategies, portfolio construction and risk management. The Investment Group Analyst will support the day-to-day responsibilities of the Investment Group across… more
- Citigroup (Bronxville, NY)
- … management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. ... Citi Global Wealth brings together the full power of Citi...the complex financial needs of the client and offer solutions through a wide range of products, services and… more
- Insight Global (New York, NY)
- Job Description Insight Global is seeking a Vice President of Portfolio and Quantitative Analytics to play a critical role in supporting and overseeing quantitative ... models, reports, and procedures across client portfolios, market research, and technology solutions . You will be responsible to: -Develop and maintain models and… more