• Citigroup, Inc. (New York, NY)
    …a leading product and service proposition. Partner with Securities Services Sales organization to complete RFPs, client pitches, contract and commercial ... client engagement, analysis and process management to Citi's Client Solutions team. By Joining Citi, you... and content. Custody is a part of the Securities Services organisation. Securities more
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  • Blackstone (New York, NY)
    …general areas of asset / portfolio management such as supporting Institutional Client Solutions (ICS) requests, originating and tracking Portfolio Operations ... should have: 3+ years of work experience in financial services , consulting, accounting or other relevant exposure. Proficiency in...the position, you may be required to obtain certain securities licenses if you are in a client more
    Upward (07/19/25)
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  • Citigroup, Inc. (New York, NY)
    …business partners and recommend the best offering to clients based on client profiling and suitability assessments Make securities recommendations and provide ... in a financial advisory capacity Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial… more
    Upward (07/19/25)
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  • Citigroup, Inc. (New York, NY)
    …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... Education: Bachelor's/University degree, Master's degree preferred Job Family Group: Private Client Product Services Job Family: Investment Counselor Time Type:… more
    Upward (07/16/25)
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  • Houlihan Lokey, Inc. (New York, NY)
    …region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services . The firm is the No. 1 ... Business Unit: Capital Solutions Industry: No Industry Overview Houlihan Lokey, Inc....LSEG. Capital Markets Our Capital Markets Group provides capital-raising services for a wide variety of clients, from large,… more
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  • HSBC (New York, NY)
    …It includes Credit and Lending, Global Payments Solutions (GPS), Global Trade Solutions (GTS), Markets and Securities Services (MSS) and Investment ... large corporate, international middle market, global network banking, etc.) Markets and Securities Services , focused on traded markets activities covering a wide… more
    Upward (07/05/25)
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  • Citigroup, Inc. (New York, NY)
    services , including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services , and wealth management. Our core ... to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our… more
    Upward (07/18/25)
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  • JPMorgan Chase & Co. (New York, NY)
    …DCM, lending products, trade, FX, interest rate products, commodity derivatives and Securities Services ) as relevant for infrastructure funds and their portfolio ... Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout… more
    Upward (07/06/25)
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  • JPMorgan Chase & Co. (New York, NY)
    …the ability to synthesize large amounts of information and help develop innovative client solutions Ability to work in a team environment Outstanding written ... on analyzing and identifying optimal and marketable capital structure solutions for the client . As an Associate...Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and… more
    Upward (07/18/25)
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  • Blackstone (New York, NY)
    …at ###@Blackstone.com. Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if ... - communicate any issues and help come up with solutions Assisting with ad hoc projects and system implementations...preferred Audit experience is preferred Experience in the financial services is preferred Strong Excel skills preferred The duties… more
    Upward (06/24/25)
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  • Brown Brothers Harriman & Co. (New York, NY)
    …is a premier global financial services firm, known for premium service , specialist expertise, technology solutions and partnership approach to client ... in swiftly growing segments of the credit markets, including asset-backed securities (ABS), commercial mortgage-backed securities (CMBS), collateralized loan… more
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  • Morgan Stanley (New York, NY)
    …performance, service , and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, ... of the largest global asset management organizations of any full- service securities firm, with more than 40...Teams to develop prospect lists and execute on a client by client engagement strategy. Work in… more
    Upward (06/23/25)
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  • JPMorgan Chase & Co. (New York, NY)
    …Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout ... capital and debt capital raises. Job Responsibilities Acting as the primary day-to-day client point of contact and lead banker on deals Reviewing and coordinating… more
    Upward (07/02/25)
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  • JPMorgan Chase & Co. (Whitestone, NY)
    …significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. ... At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining … more
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  • Wedbush Securities (New York, NY)
    Job Description Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions ... our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and… more
    Upward (06/23/25)
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  • JPMorgan Chase & Co. (New York, NY)
    Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely...LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities more
    Upward (07/09/25)
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  • Jefferies (New York, NY)
    …Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs. REQUIREMENTS / DESIRED EXPERIENCE ... Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a US-headquartered global full service , integrated investment banking and securities firm. Our largest… more
    Upward (06/21/25)
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  • Jefferies (New York, NY)
    …team within Jefferies' Municipal Finance division focuses on providing financing solutions and strategic advisory services to hospitals, health systems, ... Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a US-headquartered global full service , integrated investment banking and securities firm. Our largest… more
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  • JPMorgan Chase & Co. (New York, NY)
    …innovation, collaboration, and professional growth while delivering exceptional customer service and cultivating strong relationships. As a Supervisory Senior ... Associate in the Solutions Supervisory team, you will support our trading operations...meetings. Together, we will uphold regulatory excellence and foster client trust, while you gain valuable experience and contribute… more
    Upward (06/22/25)
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  • Securities Services - Client

    JPMorgan Chase (New York, NY)
    …a pivotal role in driving client requirements gathering and proposing target solutions in the Securities Services industry. Your expertise will ensure ... forums. **Required qualifications, capabilities, and skills** + Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund… more
    JPMorgan Chase (07/20/25)
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