- Neuberger Berman (New York, NY)
- …Equity, Fixed Income, Alternatives, and Multi-Asset Class strategies. This role is integral to the Private Wealth Investment Risk team, focusing on ... The Quantitative Analyst will join Neuberger Berman's Investment Risk group in our New York office, supporting independent risk oversight for the firm's… more
- JPMorgan Chase (New York, NY)
- … solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job… more
- Neuberger Berman (New York, NY)
- The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with respect to ... the Private Wealth business. The ideal candidate will...wealth management and asset management business, including the Investment Advisers Act, FINRA rules, Investment Company… more
- Neuberger Berman (New York, NY)
- …approximately $65 billion in assets for individuals, families and charitable institutions. The NB Private Wealth Investment Group leads the investment ... Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+...range of asset classes and strategies, portfolio construction and risk management. The Investment Group Analyst will… more
- Bank of America (New York, NY)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Credit-Manager-Sr-Credit-Underwriter-Global- Wealth Investment ... Credit Manager/Sr Credit Underwriter Global Wealth & Investment Management Custom Lending...Manages the end-to-end credit process for a portfolio of Private Wealth Management clients and works with… more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, ... lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi ...US and Internationally. + Partner with our retail credit risk lead to progress growth agenda across product lines… more
- Citigroup (New York, NY)
- …management of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. +… more
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Private - Wealth -Client-Associate\_25027245) **Job Description:** Merrill Wealth … more
- Citigroup (New York, NY)
- **Position: PE RE Product Development Analyst** The Citi Wealth Private Equity & Real Estate Product Development Analyst is a member of the Citi Wealth ... of the Alternatives team sources, researches and launches 10-12 private equity and real estate funds per year. The...on structuring of offering; * Working with legal, tax, risk , compliance, operations and finance on legal documents, marketing… more
- Citigroup (New York, NY)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and account opening efforts… more
- Citigroup (New York, NY)
- …and serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and ... in depth knowledge of traditional and alternative investments with wealth planning and private banking services to...etc. + Partner with Bankers to prospect for new investment business + Appropriately assess risk when… more
- Citigroup (New York, NY)
- …This role will report to the Head of Business Risk for Investment Solutions within Citi Wealth . **Responsibilities:** + Senior business leader who will ... risks, and designing effective mitigation plans specifically for Citi's Investment Advisory programs. The Business Risk -...and Advisory Solutions Director will be part of the Investment Solutions team within Citi Wealth . The… more
- BlackRock (New York, NY)
- …digital distribution technology that enable BlackRock's investment sales in the wealth channel. Our clients include wirehouses, private banks, independent ... by leveraging risk analytics - powered by Aladdin(R) - to equip wealth management clients with model construction capabilities, risk monitoring tools, and… more
- Citigroup (New York, NY)
- …Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in... Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
- JPMorgan Chase (New York, NY)
- …is an exciting opportunity for someone who is highly motivated to lead deals in the private market and to contribute to our Investment Banking business. The M&A ... JVs, to preferred equity and more credit-like structures. Transactions are across the risk -return spectrum, from private market equity for large IG corporates,… more
- Citigroup (New York, NY)
- …Citigold, Citi Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is ... relationships with 3rd party asset managers and key strategic investment partners for the Citi Wealth business....activities and relationships with managers, including both traditional and private markets. In addition, this leader will play an… more
- TD Bank (New York, NY)
- … investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with ... US Compliance, we're on a mission to build a more resilient and scalable compliance risk management function. As part of our team, you'll play a key role in… more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, ... lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi ...of the product frameworks and guidelines across all Citi Wealth Lending products to ensure appropriate risk … more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, ... product offering within Citi Wealth . Global Lending partners with all three Citi Wealth client segments, Citi Private Bank, Wealth at Work and… more
- JPMorgan Chase (New York, NY)
- …delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth ... JP Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion...and assets under management of $1.4 trillion. JP Morgan Private Bank has been helping the world's wealthiest individuals,… more