• Infosys Limited Digital (Bridgewater, NJ)
    …Consulting process Company ITL USA Requisition ID 136194BR Job description Business Analyst - Wealth Management & Trust, Infosys Consulting The Role ... working on a variety of business consulting engagements in Wealth Management. You will be a part of a...Portfolio Management Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition… more
    Upward (07/18/25)
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  • InvestCloud (Warren, NJ)
    …learn, and the capability to quickly master new skills. What does a great Business Analyst do? In this role you will formulate and define system scope and objectives ... understanding of applicable business systems and industry requirements. A great business analyst will devise or modify procedures to solve complex problems for our… more
    Upward (07/18/25)
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  • Goldman Sachs, Inc. (New York, NY)
    …is a global multi-disciplinary front office structuring team within Asset and Wealth Management (" AWM ") specializing in optimizing the Firm's investing and ... Assist with structured secured funding initiatives, including external rating of AWM investments Prepare periodic budgets and profit and loss reports for the team… more
    Upward (07/24/25)
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  • Citigroup, Inc. (New York, NY)
    Job Description The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
    Upward (07/17/25)
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  • Citigroup, Inc. (New York, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. Provide regular… more
    Upward (07/17/25)
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  • Goldman Sachs, Inc. (New York, NY)
    …Multi-Asset Solutions, "MAS" is an investing group within the Asset and Wealth Management Division at Goldman Sachs. MAS is responsible for managing customized ... plans, insurance balance sheets, endowments, foundations, healthcare institutions, and sovereign wealth funds. The team is comprised of professionals with deep and… more
    Upward (07/21/25)
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  • Careers at KKR (New York, NY)
    …and entrepreneurial culture. POSITION SUMMARY KKR is seeking a talented and dedicated investment professional, at the Analyst or Associate level, to join its ... COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as...management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds… more
    Upward (07/20/25)
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  • Blue Owl (New York, NY)
    …investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted ... ) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of...and tasked with accelerating the adoption of Blue Owl investment solutions. The Associate will partner with the Market… more
    Upward (06/29/25)
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  • CAIS (New York, NY)
    …in a fast-paced environment with high ownership Preferred Experience with alternative- investment products or wealth -management platforms Familiarity with Python ... is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with… more
    Upward (07/21/25)
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  • 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 ... committed to results, in an inclusive and high-performing culture. Title: Associate, Investment Banking, Financial Sponsors Group - US Global Banking and Markets… more
    Upward (07/21/25)
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  • AllianceBernstein Holding LP (New York, NY)
    …diversified investment services to institutional clients, retail investors, and private- wealth clients in major markets around the globe. With over 4,000 ... You'll Work With: We are looking for a New York based Quantitative Portfolio Analyst to help manage risk, portfolio construction, and alpha for a growing portfolio… more
    Upward (06/28/25)
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  • Gartner, Inc. (New York, NY)
    …learning from each other's experiences) and thought leadership from the Gartner analyst community, supported by external connections from an extended ecosystem of ... together peer connections, insight from GRB dedicated, member-driven research, and the wealth of capability across Gartner in support of members' goals. Dependent on… more
    Upward (07/13/25)
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  • Wealth Analyst I

    City National Bank (New York, NY)
    * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). ... materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by… more
    City National Bank (06/24/25)
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  • Wealth Strategy Lead Analyst - C13

    Citigroup (New York, NY)
    …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, ... leadership, and provide clarity in complex problems to facilitate decision-making. The Wealth Strategy Lead Analyst is a strategic professional responsible for… more
    Citigroup (07/01/25)
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  • Wealth Management Fraud & Claims - Sr.…

    Bank of America (Pennington, NJ)
    Wealth Management Fraud & Claims - Sr. Fraud Analyst Pennington, New Jersey **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pennington/ Wealth -Management-Fraud Claims Sr-Fraud- Analyst \_25028348-2) **Job Description:** Merrill … more
    Bank of America (07/04/25)
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  • Wealth Relationship Manager SAFE Act - 90…

    Citigroup (New York, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
    Citigroup (07/23/25)
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  • Wealth Relationship Manager SAFE Act - 388…

    Citigroup (New York, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
    Citigroup (07/12/25)
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  • Citi Wealth - Wealth Relationship…

    Citigroup (New York, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
    Citigroup (07/04/25)
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  • Global Private Bank Investment Solutions…

    JPMorgan Chase (New York, NY)
    …client relationships and making meaningful contributions to our business with customized wealth management solutions. As a Solutions Analyst in Global Private ... 2026 AWM Global Private Bank Solutions summer Analyst program **Short Description** Solutions Analyst ...or with a team of client advisors, bankers, global investment specialists, wealth advisors, and lending specialists.… more
    JPMorgan Chase (07/01/25)
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  • Investment Analyst

    Wellington (New York, NY)
    …factors, manager research, asset allocation, quantitative investing, and risk management. The Investment Analyst will work as part of a product coverage ... Director. This product team works closely with the investment team, US Wealth sales teams, and...workflows to enhance efficiency and insight generation. **QUALIFICATIONS** The Investment Analyst role is multi-faceted and requires… more
    Wellington (06/26/25)
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