- JPMorgan Chase (New York, NY)
- …plus 3 years of experience in the job offered or as an Investment Specialist , Financial Analyst, or related occupation. Skills Required: Requires experience ... equity, private credit, hedge funds and real assets. Act as a dedicated specialist for sophisticated Latin American investment advisors and clients, including… more
- JPMorgan Chase (New York, NY)
- …duration, global bonds, structured products, mortgages and tax-aware strategies. As an Investment Specialist , you will actively engage in maintaining and ... client experience and managing our business within a team-based structure. The Investment Specialist 's (IS) role is to know the portfolios they represent as if… more
- Mirador (Stamford, CT)
- …visit our website (https://miradorllc.com/career-opportunities). Summary of Position The Private Investment Operations Specialist will partner with wealth ... deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that… more
- Bank of America (New York, NY)
- Investment Management Specialist NEW YORK, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as part of Corporate and ... Investment Banking Operations. The Wells Fargo CIB Securities Tax...leads global CIB first-line customer tax activities. The lead specialist is expected to contribute to broader team focus… more
- Morgan Stanley (New York, NY)
- …its workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** *MSIM Investment Management Agreements Specialist - Vice President * ... *CompanyProfile* Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, operates in 23 countries with $1.5 Tn in assets… more
- MassMutual (New York, NY)
- ** Investment Accounting Data Analytics Specialist ** ** Investment Controllership** **Full-Time** **New York, NY or Boston, MA** **About the Corporate ... of accountability to make things right. **The Impact** As an Investment Accounting Data Analytics Specialist in our Investments Accounting area, you will help in… more
- Santander US (New York, NY)
- CRM Data Analytics & Models Specialist - Corporate & Investment Banking New York, United States of America **SCIB is looking for a CRM DATA ANALYTICS & MODELS ... SPECIALIST , based in our NEW YORK CITY office.** **WHY...Do you want to join us? **Santander Corporate & Investment Banking (SCIB)** is Santander's global division that supports… more
- Mirador (Stamford, CT)
- …deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that ... projection tools for forward-looking cashflow analysis and portfolio impact from private investment capital * Utilize technology and 3rd party platforms to help… 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, backed ... to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure,… more
- JPMorgan Chase (New York, NY)
- …simultaneously, partnering with Marketing (Channel, Digital, Creative Services, Brand), Investment Specialist teams, Product Strategy, Sales, and business ... the primary Marketing contact for Equities, Fixed Income, Multi-Asset and Retirement investment teams. + **Test, learn, and measure.** Bring an experimental mindset… more
- T. Rowe Price (New York, NY)
- …United States. T. Rowe Price is seeking to recruit a Hybrid Alternative Investment Specialist who has experience with distribution of alternatives, including ... Price business units as necessary. + In partnership with the Alternative Investment Specialist team, deliver on preparation and follow-up items that help ensure… more
- Churchill (New York, NY)
- …Associate, Valuation Specialist New York,NY Firm Description: Churchill, an investment - specialist affiliate of Nuveen (the asset manager of TIAA), provides ... across multiple economic cycles and our differentiated origination and investment strategy is driven by more than 170 professionals...Job Description: Churchill is looking for a junior Valuation Specialist that will report to our senior Valuation … more
- JPMorgan Chase (New York, NY)
- …-Minimum 3+ years of work experience within equity derivatives portfolio management, investment specialist , or investment process support. -Strong aptitude ... analysis of portfolio positioning and key risk metrics -Communicate effectively on investment performance, positioning, and investment views to internal and… more
- Neuberger Berman (New York, NY)
- **Summary** The Alternative Investment Product Specialist will work with Neuberger's Investment , National Accounts and Intermediary Sales teams to educate ... and coordination and preparation of strategy materials and white papers. The Alternative Investment Product Specialist will work closely with marketing and sales… more
- Morgan Stanley (New York, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** *MSIM Valuation Specialist - ... Morgan Stanley Investment Management ("MSIM"), together with its investment...New York, MSIM's Valuation Team is seeking a valuation specialist to support the Valuation Committees in solving daily… more
- Bank of America (Brooklyn, NY)
- …financial goals, join Bank of America's **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations ... we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each...will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will… more
- Churchill (New York, NY)
- …Management Location: Chicago, IL: Q2-24 (flexible) Firm Description: Churchill, an investment - specialist affiliate of Nuveen (the asset manager of TIAA), ... disciplined investing across multiple economic cycles and our differentiated origination and investment strategy is driven by more than 170 professionals in New… more
- Churchill (New York, NY)
- …Capital Location: New York Timing: Q1/Q2 2024 Firm Description: Churchill, an investment - specialist affiliate of Nuveen (the asset manager of TIAA), provides ... our unique origination strategy, best in class execution and investment are driven by over 160 professionals in New...* Five to seven years of public accounting experience ( investment company accounting required). * CPA preferred. * Private… more
- Bank of America (New York, NY)
- …Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and ... existing client relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized roles of Business Development,… more