- AllianceBernstein Holding LP (New York, NY)
- …asset allocation, investment analysis, or a related field within an asset management firm , insurance company , investment bank, or consulting firm . ... skills; (Python, R, Excel, Power BI) Understanding of insurance company regulations across various regimes; statutory and GAAP insurance...our ambition is simple: to be the most trusted investment firm in the world. We realize… more
- CBRE (Dallas, TX)
- …Inc. (NYSE:CBRE), the world's largest commercial real estate services and investment firm (based on 2023 revenue). The company has more than 130,000 ... CBRE Investment Management is a leading global real assets investment management firm with $144.0 billion in assets under management* as of March 31, 2024,… more
- Brown Advisory Incorporated (New York, NY)
- Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring ... built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a… more
- Moneta (St. Louis, MO)
- Company Description Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many ... robust investment solutions. Proactively identifies, recommends and monitors the firm 's recommended public markets investment solutions according to Moneta's… more
- Marcus & Millichap (Los Angeles, CA)
- …National Platform - Marcus & Millichap (NYSE: MMI) is a publicly traded company with 85+ offices containing 1,800+ investment brokers throughout the United ... Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory… more
- Moelis & Company (New York, NY)
- …and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for ... offerings, valuation analysis, business plans, and financial projections Leverages Firm 's capital markets, proprietary research and analytical capabilities to… more
- Rice University (Houston, TX)
- …more (1+) years of related experience as an analyst at a consulting firm , investment bank, or investment firm Skills: Proficiency in MS Excel, Word, and ... Responsibility, Integrity, Community, and Excellence. Position Summary The Rice Management Company (RMC) stewards the approximately $8 billion endowment on behalf of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Trust Investment Committee meeting. *Ensures portfolios are compliant with company policies and procedures. *Oversees management of the RJ Trust Managed Mutual ... obtained through experience, specialized training and/or certification to manage prudent investment of fiduciary and other discretionary assets held in Trust… more
- JPMorgan Chase & Co. (New York, NY)
- Job Description The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions ... of clients. Our mandate is to curate the investment product offering and enhance the investment ...initiatives About Us Chase is a leading financial services firm , helping nearly half of America's households and small… more
- Prudential Financial, Inc. (Tampa, FL)
- Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of ... Can! What You will do We are looking for an Associate Manager, Investment Operations to join our Alternative Assets - Portfolio Administration and Valuation… more
- MUFG Bank, Ltd. (New York, NY)
- …contributions to client engagements and take on important leadership initiatives within the firm , resulting in a high level of job satisfaction while building a ... of our team-members and fosters strong camaraderie throughout the firm , resulting in what we believe is some of...retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic… more
- Fidelity Investments (Redmond, WA)
- …Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, ... Job Description: Investment Consultant You joined the financial services industry...a relentless commitment to our clients. Come join a firm that is a stable industry leader where we… more
- William Blair (Chicago, IL)
- …as the other product-specific groups in serving the financing needs of the firm 's investment banking clients. Execute in-depth analyses to support new business ... strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety… more
- Marcus & Millichap (Sacramento, CA)
- …National Platform - Marcus & Millichap (NYSE: MMI) is a publicly traded company with 85+ offices containing 1,800+ investment brokers throughout the United ... capable sales professional to join our office and industrial investment sales team. We maintain a proven agent development...the ability to view all active listings within the firm , and bring qualified buyers to any listing. This… more
- PGIM (Dallas, TX)
- Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, ... Real Estate's Agency Lending Team is looking for an Investment Analyst to work with the Underwriting team. The...such as parental and military leave. 401(k) plan with company match (up to 4%). Company -funded pension… more
- Ultimate (Pasadena, CA)
- Job Description Position Overview The Investment Operations Specialist is a vital contributor to a collaborative team focused on delivering high-quality wealth ... management services. Working closely with investment professionals and client service teams, this role plays a key part in maintaining the accuracy, quality, and… more
- Global Atlantic Financial Group (Des Moines, IA)
- …Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm . Through its relationship, the company leverages KKR's investment ... individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create… more
- PGIM (Newark, NJ)
- Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of ... years of prior experience with basic understanding of the Investment Management business. Knowledge of how to use a...such as parental and military leave. 401(k) plan with company match (up to 4%). Company -funded pension… more
- JPMorgan Chase & Co. (Westerville, OH)
- …while maintaining a strong commitment to diversity and inclusion. As a Licensed Investment Professional in JP Morgan Wealth Management, you will have the opportunity ... Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional...days) About Us Chase is a leading financial services firm , helping nearly half of America's households and small… more
- Alvarez & Marsal (Chicago, IL)
- …& Planning Performance Measurement & Management (Funds & Management Company ) Business Transformation Interim Management Investor Reporting Valuation Treasury ... Lead actionable plans (eg, create initiatives to optimize processing new investment & realizations, instill a process-oriented culture, improve transparency in… more
