- US Tech Solutions, Inc. (Harrison, NY)
- …FSS team is the primary Advisory business contact for Our Client Wealth Management . The Our Client Advisory programs offer clients the ability to receive ongoing ... professional investment advice, guidance on investment selection and...in a wrap fee structured account. The FSS Product Specialist is responsible for educating and providing subject matter… more
- Bank of America (New York, NY)
- Investment Management Specialist NEW YORK, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and… more
- JPMorgan Chase (New York, NY)
- …infrastructure, transportation, liquid alternatives and hedge funds. **Job Summary** An Investment Specialist in the Infrastructure Investments Group ("IIG") is ... exceptional attention to detail + 4+ years of experience in an investment management client centric role. + Highly motivated, self-starter, strong attention to… more
- Morgan Stanley (New York, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management * **Title:** *MSIM Valuation Specialist ... Morgan Stanley Investment Management ("MSIM"), together with its...New York, MSIM's Valuation Team is seeking a valuation specialist to support the Valuation Committees in solving daily… 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 ... Currency and Commodities team (GFICC) at JP Morgan Asset Management is one of the world's deepest and best-resourced...and managing our business within a team-based structure. The Investment Specialist 's (IS) role is to know… more
- Bank of America (New York, NY)
- …Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all ... relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized roles...the teams specialized roles of Business Development, Wealth Planning, Investment Management , or Business Management … more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Control Management Specialist in Wealth & Investment Management as part of the Control Management ... Qualifications:** + Experience working in or closely with Wealth and Investment Management lines of business (or external equivalents) sufficient to demonstrate… more
- Mirador (Stamford, CT)
- …visit our website (https://miradorllc.com/career-opportunities). Summary of Position The Private Investment Operations Specialist will partner with wealth ... and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management … more
- Santander US (New York, NY)
- …related field. (Pref.) Work Experience: + 12+ Years Business Development, Product Specialist Management , or related experience. Skills and Abilities: + ... Product Specialist , Private Debt Mobilization (PDM) - Corporate & Investment Banking (CIB) New York, United States of America The Product Specialist , Private… more
- Mirador (Stamford, CT)
- …and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management ... projection tools for forward-looking cashflow analysis and portfolio impact from private investment capital * Utilize technology and 3rd party platforms to help… more
- Citigroup (New York, NY)
- The Credit Sector Specialist is a Vice President level position responsible for overseeing client analysis and reporting, in coordination with the Leveraged Trading ... publicly available data for relevant markets to direct risk management decisions and client solutions + Primary focus will...Define metrics with partners to be distributed to senior management and other stakeholders + Develop the risk and… more
- Morgan Stanley (New York, NY)
- Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, operates in 23 countries with $1.5 Tn in assets under ... or supervision as of December 31, 2023. Morgan Stanley Investment Management strives to provide outstanding long-term...strategy views and latest ideas. - Assist the Portfolio Specialist team with client enquiries and the compiling of… more
- Bank of America (Paramus, NJ)
- Wealth Management Specialist - NR Paramus, New Jersey **Job Description:** **Business Overview:** Merrill Lynch Wealth Management is a leading provider of ... as: Business Management , Business Development, Wealth Planning, Investment Management or Relationship Management .TheWealth… more
- Morgan Stanley (New York, NY)
- Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, operates in 23 countries with $1.5 Tn in assets under ... management or supervision as of December 31, 2023. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance,… more
- Santander US (New York, NY)
- Executive Director - IPV, Market Risk - Corporate & Investment Banking (CIB) New York, United States of America **Position Summary:** The Executive Director Market ... Risk IPV specialist is responsible for supporting the end-to-end Fair Valuation...Experience in valuation of financial products and/or market risk management (FX, Rates, Bonds, Equities, Credit, Convertibles, etc). +… more
- T. Rowe Price (New York, NY)
- …a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on ... through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client...Rowe Price is seeking to recruit a Hybrid Alternative Investment Specialist who has experience with distribution… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Sr. Risk Management Specialist to join our global Risk Management team within Principal Asset Management . In this ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- JPMorgan Chase (New York, NY)
- …financial services industry. + Previous experience building quantitative models in the investment management industry. + Demonstrate intermediate skills in at ... The Customized Managed Account Solutions team is seeking a Quantitative Portfolio Specialist to assist in optimizing our team's various Equity Separately Managed… more
- SMBC (New York, NY)
- …requirements such as CFTC, NFA, FRB, and FRTB requirements. The Market Risk Management Specialist will participate in various aspects of risk oversight and ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- Bloomberg (New York, NY)
- Financial Specialist - Capital & Liquidity (CFO Regulated Entities) - Finance & Administration **New York, NY** Posted Mar 8, 2024 - Requisition No. 123699 The ... We are currently seeking a Capital and Liquidity Senior Specialist in the Enterprise Products division to support the...both UK and Netherlands Multilateral Trade Facilities (MTFs): + Investment Firm Prudential Regime (IFPR) for a Non-SNI firm… more
