- State Street Corporation (Boston, MA)
- …investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all ... Who we are looking for The State Street Investment Services Legal Team provides advice and counsel...fund complexes, asset managers, transfer agents, banks and other institutional clients. To be successful, you will develop a… more
- Citigroup, Inc. (New York, NY)
- …for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for ... The Banker is a senior level position responsible for assisting clients in...duties may be assigned as required. Job Family Group: Institutional Banking Job Family: Investment Banking Time… more
- SageView Advisory Group (Richmond, VA)
- …where you'll find it-and more. Since 1989, SageView Advisory Group , an SEC-Registered Investment Advisor (RIA) , has proudly served retirement plan sponsors and ... Boston, MA or Richmond, VA (Hybrid) | Full-Time | Retirement Consulting Client-facing investment consulting at the institutional level. SageView is seeking a… more
- FEG (Cincinnati, OH)
- …OH (On-Site) Department: Client Service About the Role / Position Summary Senior Institutional Portfolio Analyst is responsible for providing ongoing support ... custodians, to meet the needs of the client and Advisor that services them. The responsibilities of this position...Readiness Certificate (NCRC). 2-5 years' work experience in the investment industry or a similar field, preferably institutional… more
- PPM America, Inc. (Chicago, IL)
- …through Jobs Hub. Working at PPM America, Inc. PPM is a US-based institutional asset manager. Established in Chicago in 1990, PPM exists to consistently support ... institutional clients in achieving their long-term value goals. We...in our firm. We believe the success of our investment culture is best demonstrated by the strong retention… more
- JPMorgan Chase & Co. (New York, NY)
- …and delivery of all required finance and business support. As a Business Manager Senior Associate within the Mergers & Acquisitions Advisory team, you will act as a ... trusted partner and advisor , developing business strategies and promoting execution of business...qualifications, capabilities, and skills Experience with Dealogic Familiarity with Investment Banking products as well as JPM internal systems… more
- BlackRock, Inc. (New York, NY)
- About this role BlackRock: Director, Senior Sales Lead - Aladdin Wealth Tech Business Unit Overview: Aladdin Wealth is an investment management platform that ... enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected digital systems, and deepen relationships by… more
- KPMG (Dallas, TX)
- …KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG ... is currently seeking a Tax Manager / Senior Manager Private Markets to join our Business Tax...Business Tax Services practice. Responsibilities: Serve as the trusted advisor to family offices on strategic, operational, and financial… more
- JPMorgan Chase & Co. (Nashville, TN)
- …the effectiveness of enablement tools and training programs, Serve as a trusted advisor to senior leadership on sales strategy, client engagement trends, and ... businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Michael Page (New York, NY)
- …over the years through rapidly changing market environments. they became a registered investment advisor in 1969, and have expanded their services over time ... communication skills, with demonstrated success in directly engaging with clients, investment professionals, and senior leadership, translating complex data into… more
- Ares Management Corporation (New York, NY)
- …investment professionals in offices across the US, Ares US DLG self-originates investment opportunities in senior secured loans, private high yield, mezzanine ... institutional investors globally as part of fundraising, LP co- investment and broader client servicing efforts. Qualifications: Bachelor's degree required. 6+… more
- JPMorgan Chase & Co. (New York, NY)
- …modernization, AI, data, and cloud strategies. You will serve as a trusted advisor and thought partner for GT senior leaders, providing strategic insights ... strategies, with a focus on delivering measurable outcomes. Serve as a trusted advisor and thought partner for GT senior leaders, providing strategic insights… more
- Ares Management Corporation (New York, NY)
- …key strategic priorities and provides a high degree visibility to both senior management and investors. Our demonstrated track record, tenured team, thematic ... investment approach, access to proprietary deal flow, and synergies...a wide range of individuals representing the spectrum of institutional investors, including staff, Board members, consultants, and other… more
- Citigroup, Inc. (New York, NY)
- …for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for ... Sales - PEF & AM North America is a senior -level position responsible for selling equity derivatives to Real...or equivalent experience Master's degree preferred Job Family Group: Institutional Sales Job Family: Investor Sales Time Type: Full… more
- Allocate (Menlo Park, CA)
- …their private market exposure. Our platform combines curated fund and co- investment opportunities with institutional -grade infrastructure. Through a single, ... with new wealth advisory firms. Serve as a trusted advisor , educating firms on private market strategies and the...and the benefits of Allocate's platform and suite of investment and technology solutions. Partner with advisory teams to… more
- JPMorgan Chase & Co. (Newark, DE)
- …rigor across processes with a bigger picture mindset Act as a trusted advisor and partner with the management team to execute on strategic deliverables to ... in a timely manner Prepare management reporting and business reviews for senior management to increase transparency of key initiatives Organize agenda for management… more
- Greysteel Company LLC (Washington, DC)
- …Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate ... advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured… more
- PNC (Houston, TX)
- …opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you ... may be performed remotely, at manager's discretion. Reporting to the Institutional Asset Management Regional Managing Director, you will deliver OCIO (Outsourced… more
- JPMorgan Chase (Jersey City, NJ)
- …our workforce's full potential. As a Talent Development Advisor for Commercial and Investment Banking, you will partner with a senior Talent Advisor to ... to achieve key success outcomes such as understanding the Commercial and Investment Banking business structure, identifying senior talent and unique business… more
- Raymond James Financial, Inc. (KS)
- …Advanced concepts, principles and practices of marketing and sales aspects. + Institutional investment management products. **Skill in:** + Identifying the needs ... products and industry trends. + Serve as a trusted advisor and intellectual contributor to the institutional ...working in a consultant relations role for a multi-capability institutional investment management firm. + The ideal… more
