- Morgan Stanley (Purchase, NY)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Alternative Investments Service Manager ... a wide range of investment banking, securities, investment management and wealth ...management , annuities and insurance, retirement, and trust. MSWM's Alternative Investments business is an industry leading… more
- Morgan Stanley (New York, NY)
- …needs is an important part of our culture. The role is within Wealth Management in the Alternative Investments Business supporting products such as hedge ... a wide range of investment banking, securities, investment management and wealth ...real estate. Morgan Stanley has one of the largest alternative investments platforms in the industry and… more
- Citizens (Tarrytown, NY)
- …integrate activities between Risk, Compliance, and brokerage and Investment management Supervision. Experience in developing Private Wealth risk and ... a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary...CFR 9 Trust and Fiduciary business, including exposure to Alternative Investments and 33 and 40 Act… more
- TIAA (New York, NY)
- … investment management industry specifically within business development in the Alternative Investments space + FINRA Series 7 and Series 63 **Preferred ... management industry specifically within business development in the Alternative Investments space + Bachelor's degree, or equivalent; Masters, CFA… more
- Citigroup (New York, NY)
- …investment advice and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- JPMorgan Chase (Brooklyn, NY)
- …Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include institutions, high-net-worth ... mortgages and deposits. Job Summary: As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will have the… more
- Citigroup (New York, NY)
- …Client and captures wealth management in the workplace through Global Wealth at Work. We also have leading investment solutions platform, which allows us ... deliver traditional and alternative investments , managed account solutions, best-in-class research...Wealth , including Banking, Investments , Lending and Wealth Planning + Partner with private bankers, investment… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... solutions platform, which allows us to deliver traditional and alternative investments , managed account solutions, best-in-class research and advice… more
- Citigroup (Stamford, CT)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... solutions platform, which allows us to deliver traditional and alternative investments , managed account solutions, best-in-class research and advice… more
- Citigroup (New York, NY)
- …advice and execution, as well as traditional and alternative investments , managed account strategies, world-class research and investment guidance. Our ... high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth… more
- JPMorgan Chase (New York, NY)
- …advisors, bankers, global investment specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and ... expertise. As a Summer Analyst in the Asset and Wealth Management Global Private Bank Solutions team,...including but not limited to market strategy, equity, and alternative investment teams to conduct research and… more
- JPMorgan Chase (New York, NY)
- …clients while building your own expertise. As a Summer Analyst within the Asset and Wealth Management Global Private Bank team, you will be joining a team ... and making meaningful contributions to our business with customized wealth management solutions. Working here means joining...including but not limited to market strategy, equity, and alternative investment teams to conduct research and… more
- M&T Bank (New York, NY)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... new clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- Citigroup (New York, NY)
- …our global investment product organization, which includes Citi Investment Management , Markets, Alternative Investments and Insurance. The Office of ... and North America. It delivers the full range of wealth products across investments , banking, lending, insurance,...& CIO, will report directly into the COO for Wealth , and matrix into the Investment Solutions… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's ... family office clients of Morgan Stanley Wealth Management . *Responsibilities * * Serve as Investment ...managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments * * Experience and knowledge… more
- City National Bank (New York, NY)
- …+ 5+ years of Investment Research experience in both Traditional and Alternative Investments **Skills and Knowledge** + CFA, CAIA, and/or MBA or progress ... and change log amongst approved strategies. + Represent the Wealth Management business first line of defense..., SharePoint, Power BI, automation experience a plus + Investment Management experience preferred + Strong interpersonal… more
- Morgan Stanley (Purchase, NY)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *GIMA Investment Due ... include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management ,...and private vehicles in the equity, fixed income, and alternative investments spaces. The GIMA team engages… more
- Citizens (New York, NY)
- …Develops and manages a comprehensive and scalable due diligence program on the Wealth Management Investment product offering, inclusive of selection, ... efficient research strategies + Owns and continuously improves the Wealth Management organizations investment research...job experience in the financial markets with experience in alternative investment research + 10+ years of… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Managementhas one of the industry's most comprehensive and well-regarded alternative investment businesses, with more than $170 billion in Assets ... proactively managing risks. The Chief Risk Officer of Asset Wealth Management (AWM CRO) reports directly to...businesses. **Job summary** As a Vice President in Asset Management Risk within the Investment Risk Alternatives… more
- JPMorgan Chase (New York, NY)
- …over 60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial Banking, and ... investment governance, investment policy, portfolio construction, and alternative investments . As experienced investment professionals, they have… more