- JPMorgan Chase & Co. (New York, NY)
- …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... management, currency, asset allocation, and alternative asset classes - allow investors to find strategies...with less emotion. Job Summary: As an Internal Client Advisor Associate within the Asset Management team, you will… more
- Citigroup, Inc. (Huntington, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... in a financial advisory capacity Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial… more
- Howden Group Holdings (New York, NY)
- Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service . ... Role Howden Capital Markets & Advisory (HCMA) is seeking a highly motivated, investment banking analyst (focusing on Insurance Linked Securities (ILS)) to join our… more
- Raymond James Financial, Inc. (San Francisco, CA)
- Job Description Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is ... Experience *High School Diploma or equivalent and five (5) years of financial services industry service experience. *OR ~ *An equivalent combination of… more
- Stifel (San Francisco, CA)
- …supervision, Client Services Associate (NR) assists one or more Financial Advisor (s) (FA(s)) with the opening and maintenance of client accounts and records, ... phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the… more
- Arootah (New York, NY)
- …teams, and firms across the alternative investments landscape. Our Services Include: Advising alternative investment managers with operations, ... is an early-stage advisory and coaching firm specializing in Alternative Investment & Family Office Advisory ,...role in shaping the strategic direction of our advisory services for hedge funds and family offices. This individual… more
- Houlihan Lokey, Inc. (Houston, TX)
- …intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services . The firm is the No. 1 investment bank for all global ... Portfolio Valuation Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital...for the past two years, the No. 1 M&A advisor for the past 10 years in the US,… more
- Recruit Monitor (New York, NY)
- …inquiries regarding Fund certain requirements/eligibility *Supplying follow up on Alternative Investment transmissions to accelerate the customer demand ... specialist is responsible for conducting everyday reconciliation/trade/transfer activities for Alternative Investments. The vital deliverables feature yet are certainly… more
- HDR (Colorado Springs, CO)
- …with the Air Force. HDR will be performing wide-ranging facility management services to include but not limited to: planning, programming, design, asset management, ... and program energy management projects for execution via Energy Conservation Investment Program (ECIP), Federal Energy Management Program (FEMP), MILCON, and Energy… more
- Magnetar (Evanston, IL)
- …within the compliance function and must possess knowledge of the registered investment advisor industry and practices. Familiar with institutional advisory ... About Magnetar Magnetar is a leading global alternative asset manager with $22B+ AUM as of...generate consistent performance for our investors by identifying differentiated investment opportunities and building scalable businesses across our core… more
- Brown Brothers Harriman & Co. (Charlotte, NC)
- …About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service , specialist expertise, technology solutions ... CA will be the primary point person for all aspects of client service , account problem resolution, daily interaction with clients, and all administrative tasks that… more
- Soros Fund Management (New York, NY)
- …dedicated to advancing justice, human rights, and democracy. Distinct from other investment platforms, SFM thrives on agility, acting decisively when conviction is ... and private equity and credit, fixed income, foreign exchange, and alternative assets. Our teams operate with autonomy, while cross-team collaboration strengthens… more
- Pacifica Continental (Miami, FL)
- …and families, providing them with comprehensive wealth management solutions and exceptional service . You will act as a trusted advisor , collaborating with ... personalized wealth management plans. Present and recommend a wide range of investment solutions, including equities, fixed income, alternative investments, and… more
- AECOM (San Antonio, TX)
- …There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to ... and other related plans. Act as a visible leader and trusted advisor to clients, both internally and externally, while championing AECOM's values. Facilitate… more
- CG Financial (Charlotte, NC)
- …and routine portfolio maintenance. Maintain hedge portfolio allocations and execute alternative investment proposals as needed. Coordinate Private Equity capital ... Advisor Network (CGAN), a division of CG Financial Services , is on the hunt for a dynamic and...skills, with the ability to clearly convey the firm's investment strategies to advisors. Why CG Financial Services… more
- Aprio (Atlanta, GA)
- …Director to join their dynamic team. Aprio Wealth Management is a fast-growing Registered Investment Advisor (RIA) with a bold vision to scale significantly over ... planning topics. Develop onboarding and continuing education programs to support advisor and planner development, especially in the context of M&A integrations.… more
- Brown Brothers Harriman & Co. (Chicago, IL)
- …also identify opportunities to introduce private business owners to BBH's Multi-Family Office services such as private wealth investment advisory, trust & estate ... long-term, strategic perspective in order to become a trusted advisor to these private business owners. In many situations,...Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service , specialist… more
- Fifth Third Bank (Grand Rapids, MI)
- …networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. Work with product partners (Treasury Mgmt., ... needs. Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met. Utilize consultative sells skills,… more
- Bank of America (Boise, ID)
- …responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating ... Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client… more
- Nuveen Investments (MI)
- …**Key Responsibilities and Duties** + Raises capital for Nuveen's Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private ... & Regional Broker-Dealer, RIA and Family Office. + Presents the enterprise's Alternative capabilities to Financial Advisors and Investors to attract new clients and… more
