- 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
- Metasys Technologies (New York, NY)
- Specialist - Data Engineering (Geneva Developer)New York, NY(onsite)Perm PositionRequirements/ Experience: Developer Experience: 3 to 5 years of experience as a ... Extensive experience (5+ years) with the accounting treatment of various investment product types, including fixed income products, derivatives, swap instruments,… 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
- MassMutual (New York, NY)
- ** Investment Data Analytics Specialist ** ** Investment Controllership** **Full-Time** **New York, NY or Boston, MA** **About the Corporate Controller ... high levels of accountability to make things right. **The Impact** As a Investment Data Analytics Specialist in our Investments Accounting area, you will… 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
- 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 ... and strategic asset allocation; Portfolio rebalancing and portfolio construction; Investment management for ultra-high-net-worth clients, with portfolio size… more
- Bank of America (New York, NY)
- Investment Due Diligence Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Oral Communications + Written Communications + Active Listening + Data Quality Management + Trading and Investment Analysis **Minimum Education Requirement:**… 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
- Wells Fargo (New York, NY)
- …by client segment. These products may include commercial account services, balance investment management ; cash concentration solutions; supply chain, trade, and ... **About this role:** Wells Fargo is seeking Treasury Management Sales Executive within Global Treasury Management... to lead a team supporting the Corporate & Investment Banking segment. **In this role, you will:** +… more
- Morgan Stanley (New York, NY)
- …(M/F/Disability/Vet)./ **Job:** ** Investment Banking/Sales/Trading/Research* **Title:** *ISG Management , Sustainable Finance Climate Specialist - Associate* ... The position available is a role within the ISG Management team. The Sustainable Finance team within ISG is responsible for scaling business opportunities and… 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
- Morgan Stanley (Purchase, NY)
- …**Job:** **Wealth Management * **Title:** *TIPs ETF/Mutual Product Management Specialist -AVP* **Location:** *New York-Purchase* **Requisition ID:** *3251246* ... andinvestmentadvisory,financialandwealth planning, creditandlending, cashmanagement, annuitiesandinsurance,retirementandtrust. *_Position Summary_* The Traditional Investment Products (TIPs) Product Management team is… more