- Equitable (Charlotte, NC)
- …The key objectives of the Senior Relationship Manager on the Advisory and Investment Consulting Team are to build relationships with the Equitable Advisors ... . Community / Marketing Title: Senior Relationship Manager, Advisory and Investment Consulting Location_formattedLocationLong: Charlotte, North Carolina US more
- PNC Financial Services Group, Inc. (Milwaukee, WI)
- …Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting , Portfolio Management, Products and Services, ... and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in… more
- Stark Enterprises (Cleveland, OH)
- …or a related field. *0-2 years of experience in real estate analysis, investment banking, consulting , or related fields. *Strong proficiency in financial ... Job Summary: We are seeking a highly motivated and detail-oriented Junior Investment Analyst to join our dynamic team. The ideal candidate will provide critical… more
- Segal (New York, NY)
- …is a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing ... environment where you can make a significant impact? Segal's Administration and Technology Consulting team is looking for a Senior Consultant to join us in… more
- State Street Corporation (Burlington, MA)
- …Technical Support and Product Management. What we value Experience managing investment professionals. Experience managing consulting teams is preferred. ... Managers have two overall responsibilities. They serve as managers of a wealth consulting team, or Practice, and contribute to individual projects while serving as… more
- Jefferies (New York, NY)
- …Qualifications: Bachelor's or an advanced degree. 2-5 years of experience in investment banking, capital markets or consulting , ideally from related fields ... ''we,'' ''us'' or ''our'') is a US-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a US… more
- FBR & Co. (New York, NY)
- …5-7 years of relevant restructuring/distressed experience at a professional services firm, consulting firm, or investment banking; or an advanced degree with ... Vice President - Investment Banking New York, NY About B. Riley...Riley FBR, Inc. B. Riley FBR is a leading investment bank which provides corporate finance, research, and sales… more
- Gartner, Inc. (Irving, TX)
- …solving challenging business problems as a business analyst/ consultant at a top-tier consulting firm, investment banking associate or strategy analyst for a ... leading company Master's degree preferred Ability to influence leaders to drive business outcomes and growth Ability to synthesize complex problems into simple, concise statements/ core messages, and present/ communicate to key stakeholders and clients… more
- Aon Corporation (Chicago, IL)
- … investment adviser with the Securities and Exchange Commission ("SEC"). Aon's investment consulting business is a global investment consulting ... Aon Investments US Are you a Compliance Analyst with experience within a SEC-registered investment adviser? This could be a phenomenal opportunity for you. Aon is in… more
- Fidelity Investments (Roanoke, TX)
- …with key client decision makers. Works closely and actively leads discussions with Investment Consulting to create effective investment strategies and ... provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing… more
- Asbury Automotive Group (Duluth, GA)
- …2-5 yeas of progressive work experience with an emphasis on financial and/or investment analysis; investment banking or consulting experience would be ... stand-alone business cases and financial models to assess the impact of investment opportunities Recommends process improvements and serve on teams to design,… more
- The Amherst Group LLC (Austin, TX)
- …welcome *1-2 years of relevant experience with real estate, private equity, investment banking, or consulting preferred *Strong academic background with focus ... The Amherst Group's companies are comprised of leading real estate investment and advisory firms with a mission to transform the way real estate is owned, financed… more
- Marsh & McLennan Companies, Inc. (Los Angeles, CA)
- …of the various ways Mercer can support their initiatives including plan design consulting , investment advisory services, and delegated OCIO services Conduct plan ... years or more experience including a demonstrated track record of providing investment advice and consulting /strategy for retirement plans A strong understanding… more
- Vaco (Gardena, CA)
- Financial Analyst - Investment Banking - Valuations - Strategic Consulting - Financial Modeling - Advanced Excel Are you an Investment Banking Analyst with a ... Bachelor's Degree in Finance or related field 2-3 years of investment banking, valuations, or consulting experience Advanced Excel What will you do in this… more
- Whittier Trust (Pasadena, CA)
- …their families, offering a diverse range of services that span investment management, consulting , fiduciary expertise, philanthropic support, and comprehensive ... focus of providing holistic, top-tier client service and highly personalized investment solutions to ultra-high-net-worth individuals and their families designed to… more
- Right Hire Consulting (Los Angeles, CA)
- About the job Financial Advisor (Registered Investment Advisors) Are you a seasoned financial advisor with a successful book of business looking for better support, ... succession planning, or growth opportunities ? We are seeking experienced Registered Investment Advisors (RIAs) and Wealth Advisors who manage a minimum of $30M AUM… more
- Meta (Redmond, WA)
- …assets, accounting and tax Minimum Qualifications 9+ years of experience in strategy consulting , investment banking, business operations, or finance BS, BA or MS ... Planning & Analysis team oversees our investments in headcount, operating expenses and capital investment . We focus on using our unique view into the numbers to see… more
- Alloy (New York, NY)
- …discretion and ease Who we're looking for 6-12 years of experience in operations, investment banking, consulting , or investing roles - strong bonus if focused on ... the financial services/fintech market Ideally, at least 2 years of experience working in a high-growth, B2B software company Strength in at least 1-2 non-P&E functional areas where you can be a strong partner (eg, finance, sales, customer success, business… more
- Panera Bread (West Newton, MA)
- …Education & Experience: MBA with 3+ years of experience in corporate finance, FP&A, investment banking, consulting , or a related field; or Bachelor's degree with ... 5+ years of relevant experience. Technical Proficiency: Advanced Excel skills and experience with financial modeling. Familiarity with planning, dashboard, and data visualization tools (eg, Power BI, Tableau, Anaplan). Analytical Excellence: Strong strategic… more
- Anduril Industries (Costa Mesa, CA)
- …of experience in financial analysis, modeling, and forecasting within a corporate FP&A, investment banking or consulting environment. Master's degree, or MBA in ... business, operations, real estate finance or a related field. Extreme attention to detail and with the ability to anticipate, prioritize, and adapt to changing workload situations. Ability to work effectively in a fast-paced and dynamic corporate environment… more
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