- JPMorgan Chase (New York, NY)
- …qualifications, capabilities and skills** + You will understand the wealth and asset management industries, tax management , custody and/or financial ... JP Morgan Asset Management is committed to providing...essential. **Job Responsibilities** + Drive new, and support existing, tax management business with RIAs, providing them… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate, International Tax Asset Management **Requisition Number:** 112458 - 68 **Function:** Tax Services **Area of ... firm. KPMG is currently seeking a Senior Associate, International Tax Asset Management to join... managers, real estate funds, private equity funds, sovereign wealth funds, and other investors and fund sponsors +… more
- KPMG (New York, NY)
- **Business Title:** Manager/Senior Manager, Asset Management International Tax **Requisition Number:** 112416 - 68 **Function:** Tax Services **Area of ... a focus on asset managers, hedge funds, private equity funds, sovereign wealth funds and investors, and fund sponsors + Assist with business development for the… more
- Bank of America (New York, NY)
- …with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop ... of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning. May also… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management ...work with PM to manage client sensitivities such as tax constraints * Conduct transition analyses for new business ... delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with… more
- Robert Half Finance & Accounting (New York, NY)
- …this VP Portfolio and Wealth Advisory role include client relationship management , portfolio/ wealth strategy and asset allocation. Responsibilities: * ... Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning * Generate and edit… more
- JPMorgan Chase (New York, NY)
- …of substantial wealth , leveraging our expertise in discretionary investment management , brokerage, tax and estate planning, credit, capital raising, and ... Morgan Private Bank** JP Morgan Private Bank is a global leader in wealth management , providing top-tier advice, services, capabilities, and products to… more
- JPMorgan Chase (New York, NY)
- …from senior leaders to projects that engage your skills. As a Summer Analyst in the Asset Wealth Management (AWM) Product team, you will join one of our ... of currencies, risk levels and durations, including taxable and tax -free money market funds, short-term fixed income funds and...will provide reasonable accommodations for known disabilities. See the Asset & Wealth Management CEO… more
- JPMorgan Chase (New York, NY)
- …from training and mentorship from senior leaders to projects that engage your skills. See the Asset & Wealth Management CEO Letter here . **What to expect** ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Morgan Stanley (New York, NY)
- Morgan Stanley's Private Wealth Management (PWM) Division focuses on the ultra-high net worth (UHNW) client segment. For over 40 years, PWM has served the needs ... retirement planning services, restricted and controlled securities, alternative investments and asset management in the overall client planning process. The… more
- Deloitte (New York, NY)
- …by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique ... utilities, clearing houses, custodians, and companies in commodities-driven businesses. + Deloitte's Wealth Management Advisory Practice: Our Wealth … more
- Deloitte (New York, NY)
- …by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique ... a global leader in providing professional services to the asset and investment management industries. We provide...agents, pension funds, and fund of funds. + Deloitte's Wealth Management Advisory Practice: Our Wealth… more
- JPMorgan Chase (Brooklyn, NY)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... deposits. Job Summary: As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will have the opportunity to provide… more
- Bank of America (New York, NY)
- …clients (ie tax implications of various investment strategies critical for wealth structuring, and credit terms for OTC Derivatives) + Multi-tasking and ability ... Business Product Management Executive New York, New York **Job Description:**...Structuring, Origination and UHNW Solutions team ("the Team") is cross- asset solutions unit responsible for originating, structuring, positioning, and… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director, Financial Institutions - Securitizations, Global Risk Management **Requisition ID:** 202980 **Salary Range:** 174,700.00 - 286,000.00 _Please note that the… more
- Morgan Stanley (New York, NY)
- …global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices ... ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management , the asset management division...solutions to provide customized direct index exposure while making tax sensitive asset selection to improve overall… more
- JPMorgan Chase (Jersey City, NJ)
- …growth and innovation in a dynamic environment. As a Lead Technical Program Manager in Asset Wealth Management Tech and Ops team, you will drive the ... Managed Accounts ('GMA') operations and portfolio managers spanning Equity, Tax -Smart, Fixed Income and Derivatives SMA strategy offerings to...and Excel, working fluency required. + Industry knowledge in Wealth and/or Asset Management in… more
- HSBC (New York, NY)
- …or expression or any other trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United ... good working relationships with senior members of the alternative asset management business, asset ...the research for foreign markets to assess regulatory and tax issues involving trading/establishing a local presence in those… more
- Tradeweb (New York, NY)
- …company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail ... Account Dealings, Training, Surveillance and monthly reporting to senior management . Depending on any subject matter expertise you may...Spending Accounts** : You may elect to set aside pre- tax earnings to pay for eligible health care and… more
- BlackRock (New York, NY)
- …all aspects of the SMA business **Requirements:** + 2-5 years of relevant asset management industry experience with some Separately Managed Account (SMA) ... BlackRock SMA Solutions helps clients customize portfolios for unique tax , values-alignment, or investment exposures across direct indexing, fixed income,… more