- S&P Global (Dallas, TX)
- **About the Role:** Reconciliation Sr. Specialist , Investment Operations S&P Global has an opening for an analytical and detail-oriented individual to handle ... Managed Services & Operations organization supporting the ongoing management of our client 's investment portfolios. S&P Global is focused on powering the… more
- JPMorgan Chase (New York, NY)
- … global bonds, structured products, mortgages and tax-aware strategies. As an Investment Specialist , you will actively engage in maintaining and developing ... and managing our business within a team-based structure. The Investment Specialist 's (IS) role is to know...new wins. + Primary point of contact with the client on investment matters, ie, portfolio results… more
- Wellington (Boston, MA)
- …marketing and product development best practices. **ROLE AND RESPONSIBILITIES** The Hedge Fund Investment Specialist will work as part of one or more product ... management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored... teams and products under coverage. Over time, the Investment Specialist may also increasingly represent products… 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 ... The role will involve partnering closely with IIG's broader team and JPMAM's Global Client and Consulting Advisor teams. **Job Responsibilities** + Work in… 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 ... Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions....strength and the diverse talents they bring to our global workforce are directly linked to our success. We… more
- Vanguard (Malvern, PA)
- …team including 24 external firms managing $670M as well as Vanguard's in-house investment management teams. As a global manager selection and research team, ... John C. Bogle had a vision to start an investment company that did things differently. A company with...follows this core purpose by providing oversight of Vanguard's global fund lineup on behalf of Vanguard's Board of… 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 ... for relevant markets to direct risk management decisions and client solutions + Primary focus will be on the...Code of Conduct and the Plan of Supervision for Global Markets and Securities Services; and ensure that all… more
- Abt Global Inc. (Durham, NC)
- …rewarding and meaningful work? Now's your chance. **The Opportunity ** The Investment and Access to Finance Senior Associate in Abt's Chief Solutions Organization ... with the opportunity to support other relevant international and US-focused portfolios. The Investment and Access to Finance Senior Associate serves as a senior … more
- Morgan Stanley (New York, NY)
- …diversifying its workforce (M/F/Disability/Vet).** **Job:** **Asset/ Investment Management* **Title:** * Global Listed Real Assets - Product Specialist - ... investment performance, service and a comprehensive suite of investment management solutions to a diverse client ...Global Head of ESG Real Assets. The Product Specialist will report to Matthew King, the portfolio manager… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 05 **The Role:** Global Strategic Partnerships Internship 2024 **The Team:** The Strategic Accounts Summer ... Accounts relationship managers to aggregate the voice of the client and communicate up through SPDJI leadership; simultaneously, the...SPGI **Our Internship Program:** During your summer at S&P Global you'll have the chance to partner with our… more
- Eurasia Group (New York, NY)
- Global Markets Sales Specialist New York,...role with experience and knowledge of multiple asset classes, investment styles and client types. ( Global ... of private interests. Position Overview We are seeking a Global Markets Sales Specialist candidate to join...become an expert in how political risks fit into client investment and risk process. + Leverage… more
- Raymond James Financial, Inc. (Indianapolis, IN)
- …Reams employs forty individuals with a mission to provide the highest quality investment management expertise and unmatched client service in all product areas ... the long-term. We currently have an opportunity in our Investment Operations Department for a specialist who...: * Oversees initial compliance set-up * Work with Client Service and Investment team on guideline… more
- TD Bank (Marlton, NJ)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of client ... Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas +...ability to generate reports pertinent to the management of client investment portfolios; however, prefers to focus… more
- HUB International (St. Paul, MN)
- …to assist you along your career development path. As a **Commercial Lines Client Account Specialist ** , you will provide professional, courteous account ... developing relationships with others **Your job responsibilities as a Client Account Specialist :** + Serve as the...HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property,… more
- City National Bank (Newark, DE)
- ** CLIENT CARE SPECIALIST ** **Hybrid- In Office 3x Weekly** **Schedule: M-F 12-6pm EST** **WHAT IS THE OPPORTUNITY?** The Client Care Specialist is ... broad range of complex operational issues for all CNB client levels and all levels of bank colleagues, delivering...and account information is safe and secure. **Banking and Investment Services Division** Banking and Investment Services… more
- US Bank (Cincinnati, OH)
- …mutual funds, exchange traded funds, hedge funds, private equity funds, and other investment portfolio accounts. As an onboarding specialist , you will be ... opportunity available to join this team. As an onboarding specialist , you will work directly with clients to manage...Officer and Relationship Manager teams by participating in routine client onboarding calls and partner with other Global… more
- JPMorgan Chase (Jersey City, NJ)
- Make your mark in an innovative product through impactful client collaboration and crafting exceptional solutions that cater to clients' needs. As a Senior Product ... Solutions Associate in Global Clearing, you are a significant contributor to a...that defines and configures complex product solutions for key client relationships and prospect opportunities. You draw from research… more
- HUB International (Midlothian, VA)
- …team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, ... life and health, employee benefits, investment and wealth management products and services. In addition...needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology… more
- Dow Jones (New York, NY)
- …universities, government agencies, executives and business professionals. About the Role: The Client Engagement Specialist (CES) manages all renewal aspects of ... **Job Description:** Dow Jones is a global provider of news and business information, delivering...and product utilization by working with the Product Training Specialist team and monitoring internal reports + Oversee the… more
- JPMorgan Chase (Chicago, IL)
- …enjoy the commercial real estate industry? You have found the right team. As a Client Specialist in Commercial Term Lending, you will support one or more ... Client Managers and serve as a contact point for...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more