- Wellington (Boston, MA)
- …and servicing investors, as well as driving growth in our privates business. The Private Credit Investment Director is responsible for the build and ... Fund Services, Legal Services, and Tax Services. **RESPONSIBILITES** The Private Credit Investment Director 's primary... investment representative of the private investment teams and portfolios with clients , prospects,… more
- BlackRock (New York, NY)
- …BlackRock Capital Markets (BCM) is a single center of excellence across public and private market sourcing for the firm and co- investment and financing for our ... Private Markets businesses. It is a holistic, comprehensive investment platform that provides solutions across the capital stack. The BlackRock Capital Markets… more
- Wellington (Boston, MA)
- …structure fosters a long-term view that aligns our perspectives with those of our clients . **About the Role** Our global investment platform is comprised of over ... 500 investment professionals across seven investment functions (Hedge Fund Group, Private Investments,...leadership team in leading and managing our US Equity investment teams. The Director , as part of… more
- Wellington (New York, NY)
- …factors, manager research, asset allocation, policy and risk management. **ROLE** 'The Investment Director , Fundamental Factor Platform' - will accelerate the ... investment solutions to meet client specific needs/guidelines. **QUALIFICATIONS** The Investment Director role is multi-faceted, and requires demonstrated … more
- PNC (Fort Wayne, IN)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based ... analyzing program health and strategies. + Responsible for delivering the PNC investment experience to clients , providing actionable advice, market insight and… more
- Morgan Stanley (New York, NY)
- … investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.4Tn ... benefit programs. **Job:** **Investing* **Title:** *Global Fixed Income and FX Investment Analyst, Executive Director * **Location:** *New York-New York*… more
- Fifth Third Bank, NA (Louisville, KY)
- …next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Managing Director I, Private Bank oversees all aspects of private bank ... grow revenue, by deepening client relationships and acquiring new clients while enhancing client experience for the Private...66 and 24 is required unless a fully licensed Director of Private Bank Sales (7, 66… more
- Capital One (Vienna, VA)
- …Crescent 2 (12067), United States of America, Vienna, Virginia KippsDeSanto - Investment Banking Director KippsDeSanto is focused on providing comprehensive ... transaction advisory services - primarily M&A, private financing, and strategic advisory to middle market defense...advisory to middle market defense and technology companies. The Investment Banking Director role leads mergers and… more
- Morgan Stanley (Menlo Park, CA)
- …This dynamic leader plays a key role in delivering exceptional service to clients , while supporting Financial Advisors / Private Wealth Advisors in the ... new business opportunities, and overseeing client meetings and events. The Group Director supports the Financial Advisor / Private Wealth Advisor team… more
- Principal Financial Group (Des Moines, IA)
- …regulations (SEC/FINRA/state/federal), and back office preferred + Experience working with private placements, ERISA, or institutional clients and managed ... **What You'll Do** As a Director of Compliance within Principal Global Investors you'll support Private Funds. This person will primarily support the private … more
- JPMorgan Chase (Columbus, OH)
- …individuals who are collaborative, confident and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an ... take your career to the next level. As a Private Banker in the US Private Bank,...financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and… more
- JPMorgan Chase (Nashville, TN)
- …individuals who are collaborative, confident and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an ... level. As a Market Team Lead in the US Private Bank, you are responsible for advising families on...investments, financial planning, credit and banking to advise current clients on all aspects of their balance sheet and… more
- MUFG (Los Angeles, CA)
- …of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to ... entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking...Intrepid deal teams, working closely with junior bankers and clients . Managing Directors are involved in all phases of… more
- JPMorgan Chase (New York, NY)
- **Our Mission** The **Digital Private Markets** business is a fast-growing global team within JP Morgan's Corporate & Investment Bank. Our first product, ... and exciting new fintech business for the firm, focused on early-stage private markets. This is a members-only ecosystem for start-ups and institutional investors… more
- JPMorgan Chase (New York, NY)
- …the North America Corporate and Private Side commodities team covering corporate clients . As an Executive Director in North America Corporate and Private ... and assist in strengthening the bank's presence with these clients in the commodity markets in both a flow...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Citigroup (New York, NY)
- …Hedge Funds (HFs), Private Equity (PE) and Markets family office (IFO) clients engaged in full suite of trading and lending products. Primary activities include ... credit work experience in banking/financial institutions with expertise in hedge funds, private equity, family office and alternative investment counterparties +… more
- BMO Financial Group (Chicago, IL)
- …service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. ... + Manages the preparation of new lending proposals or presentations to clients /prospects. + Ensures new business meets policy and procedures requirements for… more
- JPMorgan Chase (Miami, FL)
- Posting Description As a Market Manager within JP Morgan's US Private Bank, you will be responsible for working alongside a team of talented colleagues from other ... services; broad understanding of needs and solutions for wealthy clients * Strong communication and teamwork skills * Ability...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- BMO Financial Group (Los Angeles, CA)
- …+ Produces client reports that demonstrate the value provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy ... + Ensures alignment between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the full relationship exists.… more
- Aristotle Capital Management (Newport Beach, CA)
- …Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio ... management for institutional and advisory clients worldwide. Our mission is to help our ...financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and retains talented investment… more