- Morgan Stanley (New York, NY)
- …needs is an important part of our culture. The role is within Wealth Management in the Alternative Investments Business supporting products such as hedge ... a wide range of investment banking, securities, investment management and wealth ...real estate. Morgan Stanley has one of the largest alternative investments platforms in the industry and… more
- TIAA (New York, NY)
- … investment management industry specifically within business development in the Alternative Investments space + FINRA Series 7 and Series 63 **Preferred ... management industry specifically within business development in the Alternative Investments space + Bachelor's degree, or equivalent; Masters, CFA… more
- Citigroup (New York, NY)
- …investment advice and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- JPMorgan Chase (Brooklyn, NY)
- …Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include institutions, high-net-worth ... mortgages and deposits. Job Summary: As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will have the… more
- Citigroup (Queens, NY)
- …exams in investment and insurance related areas. + Significant Wealth Management Team interactions and Governance Committee presentations. + Foster ... spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer...services covering capital markets, managed investments , portfolio management , trust and estate planning, investment finance… more
- Robert Half Finance & Accounting (New York, NY)
- …Responsibilities: * Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning * ... Manhattan office. Key responsibilities for this VP Portfolio and Wealth Advisory role include client relationship management ,...wealth manager, RIA or private bank *Knowledge of Alternative Investments such as Private Equity etc.… more
- Citigroup (New York, NY)
- …Client and captures wealth management in the workplace through Global Wealth at Work. We also have leading investment solutions platform, which allows us ... deliver traditional and alternative investments , managed account solutions, best-in-class research...Wealth , including Banking, Investments , Lending and Wealth Planning + Partner with private bankers, investment… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... solutions platform, which allows us to deliver traditional and alternative investments , managed account solutions, best-in-class research and advice… more
- Citigroup (New York, NY)
- …advice and execution, as well as traditional and alternative investments , managed account strategies, world-class research and investment guidance. Our ... high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth… more
- JPMorgan Chase (New York, NY)
- …advisors, bankers, global investment specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and ... expertise. As a Summer Analyst in the Asset and Wealth Management Global Private Bank Solutions team,...including but not limited to market strategy, equity, and alternative investment teams to conduct research and… more
- JPMorgan Chase (New York, NY)
- …clients while building your own expertise. As a Summer Analyst within the Asset and Wealth Management Global Private Bank team, you will be joining a team ... and making meaningful contributions to our business with customized wealth management solutions. Working here means joining...including but not limited to market strategy, equity, and alternative investment teams to conduct research and… more
- M&T Bank (New York, NY)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... new clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Managementhas one of the industry's most comprehensive and well-regarded alternative investment businesses, with more than $170 billion in Assets ... proactively managing risks. The Chief Risk Officer of Asset Wealth Management (AWM CRO) reports directly to...businesses. **Job summary** As a Vice President in Asset Management Risk within the Investment Risk Alternatives… more
- JPMorgan Chase (New York, NY)
- …over 60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial Banking, and ... investment governance, investment policy, portfolio construction, and alternative investments . As experienced investment professionals, they have… more
- City National Bank (New York, NY)
- …practices, and advancements in quantitative analysis and financial research. + Represent the Wealth Management business first line of defense (1LOD) and aid with ... design and implementation of preventive and detective controls relating to Wealth Management Research activities (standing up Compliance-related controls) +… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.As a market ... Morgan Stanley Investment Management ("MSIM"), together with its...individual investors worldwide - PSG specializes in the discretionary management of portfolios allocating across traditional and alternative… more
- Raymond James Financial, Inc. (New York, NY)
- … investment judgement and analysis * Competitive landscape (ie, alternative investment platforms of other wealth management firms) * Principles of ... approach to delivering high-quality private markets investment opportunities to private wealth clients, including direct and fund investments . As a member of… more
- JPMorgan Chase (New York, NY)
- … capabilities include US and non-U.S. mutual funds, separate accounts and alternative investments . Institutional Sales: Caters to the largest, most sophisticated ... institutional investors + Learn about asset allocation strategies and identify investment capabilities across traditional and alternative strategies to meet… more
- Bank of America (New York, NY)
- …of the Firm. The Chief Investment Office provides thought leadership on wealth management , investment strategy and global markets and delivering ... developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all… more
- HSBC (New York, NY)
- …the Americas market. The Associate - Fund Manager Research will attend the alternative investment committee and global research committee which is responsible ... + Over 4 years working in operational due diligence or an audit firm auditing alternative investment product (hedge funds and/ or Private Equity funds) or the… more