- Citigroup, Inc. (Rego Park, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
- JPMorgan Chase & Co. (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment ... specialists, wealth advisors, and lending specialists. Throughout the program, you'll...Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and… more
- Goldman Sachs, Inc. (New York, NY)
- About Us About the program Our New Analyst Program is a full-time program for final year undergraduate and graduate students. As a new analyst , you will learn ... services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for… more
- Apex Fintech Solutions (New York, NY)
- …Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and ... of prestigious industry awards, including: 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards 2021 Most Innovative… more
- AllianceBernstein Holding LP (New York, NY)
- …You'll Work With: We are looking for a New York based Quantitative Portfolio Analyst to help manage risk, portfolio construction, and alpha for a growing portfolio ... model, developing new signals, and running optimizations for the portfolio. The analyst will work closely with PMs, fundamental research analysts, and other… more
- William Blair (New York, NY)
- …passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work ... deal issues, providing thoughts and perspective on resolution. Review all analyst and associate work for consistency, correctness and formatting, taking… more
- William Blair (New York, NY)
- …passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work ... deal issues, providing thoughts and perspective on resolution. Review all analyst and associate work for consistency, correctness and formatting, taking… more
- S&P Global, Inc. (New York, NY)
- …environment. About S&P Global Ratings At S&P Global Ratings, our analyst -driven credit ratings, research, and sustainable finance opinions provide critical insights ... time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in… more
- The Farmer's Dog (New York, NY)
- …cost savings initiatives Work in close partnership with the Senior Financial Analyst , Operations to ensure a seamless and coordinated approach across all aspects ... equity ownership in the company that allows every team member to build their personal wealth as the company grows, just as much as we believe in fostering a culture… more
- City National Bank (New York, NY)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). ... materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by the … more
- KeyBank (Boulevard, NY)
- **Location:** 4910 Tiedeman Road - Brooklyn, Ohio 44144 **Job Summary:** The Wealth Business Analyst will serve as a strategic liaison between business ... Experience:** + Minimum: 5 years of experience as a Business Analyst , preferably in wealth management or financial services. + Strong understanding of wealth… more
- Citigroup (New York, NY)
- …leadership, and provide clarity in complex problems to facilitate decision-making. The Wealth Strategy Lead Analyst is a strategic professional responsible for ... **Overview** Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- Neuberger Berman (New York, NY)
- The Quantitative Analyst will join Neuberger Berman's Investment Risk group in our New York office, supporting independent risk oversight for the firm's Equity, ... Class strategies. This role is integral to the Private Wealth Investment Risk team, focusing on risk measurement, attribution,...equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
- Citigroup (Rutherford, NJ)
- …Work in a Global Team with stakeholders across Risk, Finance, Banking, Services and Wealth + Ability to perform **Business Analyst role** with strong foundation ... **Job Description** The IT/Technical (Data) Business Lead Analyst is a senior-level position responsible for liaising between business users and technologists to… more
- JPMorgan Chase (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. As a Solutions Analyst in Global Private ... 2026 AWM Global Private Bank Solutions summer Analyst program **Short Description** Solutions Analyst Training Program in Private Bank working with advisors to… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 13 **About the Role:** Director, Wealth Benchmarks Product Management **The Team:** The Product Management team oversees ... Impact:** We are seeking a Director to support our Wealth Benchmark initiatives in the US and globally. This...global investment community. The role will allow the Senior Analyst to have impactful exposure to multiple groups within… more
- Citigroup (New York, NY)
- Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head of ... Wealth Planning Specialists is responsible for leading a group...accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus + 15+ years of relevant… more
