- 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
- City National Bank (New York, NY)
- …areas such as; estate, gift and capital gains tax mitigation; asset protection; philanthropy; life insurance, portfolio management + Demonstrable expertise ... ** WEALTH STRATEGIST CNR** **WHAT IS THE OPPORTUNITY?** This...areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business… 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
- 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