- JPMorgan Chase (Jersey City, NJ)
- Join JPMorgan's Portfolio Administration Team and play a pivotal role in ensuring client satisfaction and operational excellence. Be part of a team that values ... precision, collaboration, and innovation. As a Portfolio Administration Team Lead, you will work...provide oversight and leadership for the delivery of PA services to clients. You will ensure that client needs… more
- Raymond James Financial, Inc. (Paramus, NJ)
- …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and ... papers for Financial Advisors. + Assists with preparation of presentations, portfolio /equity analyses, and proposals for High Net Worth and institutional clients… more
- SMBC (Jersey City, NJ)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client… more
- SMBC (Jersey City, NJ)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high-net-worth families and private business ... * Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and...visits. * Educates client on the functions of various securities markets and the principal factors that affect them.… more
- Raymond James Financial, Inc. (Jersey City, NJ)
- …Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss ... techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation. Part of a team… more