- Wellington (Boston, MA)
- … integrity, marketing and product development best practices. **ROLE AND RESPONSIBILITIES** The Hedge Fund Investment Specialist will work as part of one or ... with those of our clients. **About the Role** **HEDGE FUND INVESTOR RELATIONS** The Hedge Fund Investor... teams and products under coverage. Over time, the Investment Specialist may also increasingly represent products… more
- JPMorgan Chase (New York, NY)
- …duration, global bonds, structured products, mortgages and tax-aware strategies. As an Investment Specialist , you will actively engage in maintaining and ... and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration,...and managing our business within a team-based structure. The Investment Specialist 's (IS) role is to know… more
- JPMorgan Chase (Los Angeles, CA)
- …provide you with the opportunity to take your career to the next level. As an Investment Specialist in the US Private Bank, you are responsible for helping the ... and deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + Conduct investment reviews with… more
- JPMorgan Chase (New York, NY)
- …of study plus 5 years of experience in the job offered or as Investment Specialist , Global Investment Associate/Officer, Financial Consultant, or related ... DESCRIPTION: Duties: Conduct investment reviews with clients to validate the clients'...Multi-assets in equities, fixed income, derivatives, real assets, hedge funds , private equity, private credit, private real estate and… more
- JPMorgan Chase (New York, NY)
- …real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds . **Job Summary** An Investment Specialist in the ... of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed… more
- Bank of America (Chandler, AZ)
- Sr Registered Phone Rep- Retirement and Benefits Investment Specialist Chandler, Arizona;Tampa, Florida **Job Description:** At Bank of America, we are guided by ... and Self Directed Brokerage. As a Senior Registered Merrill Retirement & Benefits Investment Specialist you will provide first-call resolution and will be… more
- BMO Financial Group (SD)
- …**Work Schedule: Monday-Friday,** **10 am to 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist 's primary responsibility ... Being the first point of client contact, the BIS Investment Service Specialist core mandate is to...the mass market segment -Support service requests based on investment solutions from a product set (mutual funds… more
- Vanguard (Malvern, PA)
- Vanguard's Portfolio Risk Department (US/Enterprise) ESG team is hiring an ESG Investment Product Specialist ! This is an opportunity to join a small, dynamic ... ESG data, evolving regulations, impact measurement, and/or climate finance. A Investment Product Specialist will: + Lead complex, cross-category strategic… more
- Mirador (Stamford, CT)
- …visit our website (https://miradorllc.com/career-opportunities). Summary of Position The Private Investment Operations Specialist will partner with wealth ... expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth..., private equity funds , and real estate funds . The Specialist will liaise with numerous… more
- Equitable (Charlotte, NC)
- Investment Product Sales Specialist (Remote Possible) ( 230000Z3 ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED STATES-Remote ... help unlock your potential? The key objectives of the Investment Product Sales Specialist are to build...supported are advisory and brokerage accounts - including mutual funds , equities, fixed income, third party managed accounts, and… more
- Mirador (Stamford, CT)
- …deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that ... Investments including cash flow planning, pacing models, private equity fund structures * Familiarity with portfolio construction methodologies and techniques,… more
- Vanguard (Malvern, PA)
- …and manager research that is scientifically rigorous, timely, and impactful. + Analyze investment outcomes driven by assigned funds and managers and develop ... John C. Bogle had a vision to start an investment company that did things differently. A company with...this core purpose by providing oversight of Vanguard's global fund lineup on behalf of Vanguard's Board of Directors.… more
- T. Rowe Price (New York, NY)
- …United States. T. Rowe Price is seeking to recruit a Hybrid Alternative Investment Specialist who has experience with distribution of alternatives, including ... units as necessary. + In partnership with the Alternative Investment Specialist team, deliver on preparation and...relationships (strongly preferred) + In-depth knowledge of Alts and investment vehicles such as interval funds , BDCs,… more
- T. Rowe Price (Colorado Springs, CO)
- …and Intermediary Platform providers throughout the United States. The Senior Alternative Investment Specialist position offers a unique opportunity to expand and ... of driving sales. + This is a field sales specialist role, accountable for the distribution/sale of Alternative Investments...relationships (strongly preferred) + In-depth knowledge of Alts and investment vehicles such as interval funds , BDCs,… more
- Churchill (New York, NY)
- …Associate, Valuation Specialist New York,NY Firm Description: Churchill, an investment - specialist affiliate of Nuveen (the asset manager of TIAA), provides ... debt, in addition to equity co-investments, secondary solutions and private equity fund commitments. Churchill has a long history of disciplined investing across… more
- UMB Bank (Milwaukee, WI)
- …accurate setup when new funds come to the company. As an **Alternative Investment Specialist ** , you will balance accounts to achieve complete accuracy. As ... Use your detail-orientation to balance and review transactions for all alternative investment accounts to achieve complete accuracy. + Use your customer service… more
- JPMorgan Chase (San Francisco, CA)
- Liquidity Specialist - Investment Products & Advice, Banking Join our team as a Liquidity Specialist at JP Morgan Wealth Management, where you will have the ... opportunity to grow our short-term investment product platform. This role offers the chance to...promoting cash management recommendations. As a Vice President, Liquidity Specialist in JP Morgan Wealth Management, you will serve… more
- Robert Half The Creative Group (Boston, MA)
- …understand how the company interfaces with clients and potential clients regarding our investment plans. Moreover, the Specialist will have the chance to become ... Description Presentation Specialist needed for a full-time, hybrid position with...responsible for the coordination and production of product and fund materials. Must be proficient in PowerPoint and Excel… more
- Churchill (New York, NY)
- …Capital Location: New York Timing: Q1/Q2 2024 Firm Description: Churchill, an investment - specialist affiliate of Nuveen (the asset manager of TIAA), provides ... Associate, PEJC Fund Accountant New York,NY Churchill Asset Management LLC...our unique origination strategy, best in class execution and investment are driven by over 160 professionals in New… more
- US Bank (Cincinnati, OH)
- … funds , hedge funds , private equity funds , and other investment portfolio accounts. As an onboarding specialist , you will be accountable for the ... excel at-all from Day One. **Job Description** The Global Fund Custody Onboarding team provides dedicated support to Global...opportunity available to join this team. As an onboarding specialist , you will work directly with clients to manage… more