- Citigroup (New York, NY)
- …this role will be responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched ... The Private Equity and Real Estate Research Analyst will be a member of the Global...structuring, and syndication of private equity and real estate investment opportunities to address the needs of our global… more
- Citigroup (New York, NY)
- …with all the members of the trusted advisor team including the Banker, Investment Counselor , Wealth Planner and Highland Capital representative to help provide ... plans** **Work closely with the client advisory team (Private Bankers, Investment Counselors, and Wealth Planners) to develop integrated solutions for clients**… more
- Truist (Fredericksburg, VA)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more