- Morgan Stanley (Purchase, NY)
- …its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *WM Investment Solutions - GIMA Alternative Investment Due Diligence ... include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management ,... investment due diligence on alternative investment strategies with a focus on private investments… more
- TIAA (New York, NY)
- … investment management industry specifically within business development in the Alternative Investments space + FINRA Series 7 and Series 63 **Preferred ... management industry specifically within business development in the Alternative Investments space + Bachelor's degree, or equivalent; Masters, CFA… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's ... perspectives and needs is an important part of our culture. Department Overview Wealth Management 's Global Investment Office produces macro-to-micro research… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, ... Wealth and Asset Managers, and Foundations throughout the United...a time-sensitive basis. Responsibilities * Demonstrate deep understanding of Alternative Investments including cash flow planning, pacing… more
- Citigroup (New York, NY)
- …at achieving the strategic and financial objectives across the US Consumer Wealth Management business. Developed execution, communication and diplomacy skills ... industry and competitor products/services + Expertise of Global Capital Markets, Managed Investments , Alternative Investments , Structured Products and Modern… more
- JPMorgan Chase (New York, NY)
- …delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management , ... JP Morgan is a global leader in asset and wealth management with assets under supervision of...Provide pre-approval of suitability for accounts to participate in alternative investments ; review and determine account eligibility… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, ... with 3 - 5 years of experience at a Wealth Management firm, Financial Services firm or...such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA + Alternative investments + Performance reporting calculations and… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... solutions platform, which allows us to deliver traditional and alternative investments , managed account solutions, best-in-class research and advice… more
- JPMorgan Chase (New York, NY)
- …advisors, bankers, global investment specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and ... expertise. As a Summer Analyst in the Asset and Wealth Management Global Private Bank Solutions team,...including but not limited to market strategy, equity, and alternative investment teams to conduct research and… more
- Guardian Life (New York, NY)
- …in areas such as private markets, structured investments , alternative investments , philanthropy, lending, and investment management . + Partner with ... region **You have** + 5+ years of experience in wholesaling wealth management , preferably advisory and/or alternative investments + Bachelor's degree or… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, ... fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding… more
- JPMorgan Chase (New York, NY)
- …clients while building your own expertise. As a Summer Analyst within the Asset and Wealth Management Global Private Bank team, you will be joining a team ... and making meaningful contributions to our business with customized wealth management solutions. Working here means joining...including but not limited to market strategy, equity, and alternative investment teams to conduct research and… more
- M&T Bank (New York, NY)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... new clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- JPMorgan Chase (New York, NY)
- …of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, ... to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private...to detail + 4+ years of experience in an investment management client centric role. + Highly… more
- JPMorgan Chase (New York, NY)
- …funds, private equity, private credit, private real estate and other alternative investments ; Private bank or wealth management ; Tactical and strategic ... asset allocation; Portfolio rebalancing and portfolio construction; Investment management for ultra-high-net-worth clients, with portfolio size of at least… more
- MassMutual (New York, NY)
- …reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We ... yield and performance across all asset types including, fixed income, alternative investment and subsidiaries. Your daily/monthly responsibilities will include,… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.As a market ... Morgan Stanley Investment Management ("MSIM"), together with its...individual investors worldwide - PSG specializes in the discretionary management of portfolios allocating across traditional and alternative… 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 ... role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing...T. Rowe Price is seeking to recruit a Hybrid Alternative Investment Specialist who has experience with… more
- JPMorgan Chase (New York, NY)
- …to senior leaders and projects that engage all your skills. See the Asset & Wealth Management CEO Letter here . **What to expect** Our nine-week program kicks ... capabilities include US and non-U.S. mutual funds, separate accounts and alternative investments . + Institutional Sales: Caters to the largest, most… more
- Bank of America (New York, NY)
- …of the Firm. The Chief Investment Office provides thought leadership on wealth management , investment strategy and global markets and delivering ... developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all… more