- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management is a global leader in investment and wealth management . Its clients include institutions, high-net-worth ... every major market throughout the world. The division offers investment management across all major asset classes...background in Investor Relations/Client Services and a focus on Wealth Management distribution of Alternative … 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
- Janus Henderson Investors (New York, NY)
- …of alternative investments , bringing differentiated, institutional-quality investment opportunities to Private Wealth clients and Financial Advisors. ... you. Your Opportunity + Understand the nuances of complex alternative investment solutions across both private and...a preference for backgrounds in alternative asset management or private wealth management … more
- Wells Fargo (New York, NY)
- The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and ... full-service and independent advisor channels. The team drives close collaboration across all Wealth & Investment Management product vertical to drive a… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, ... Wealth and Asset Managers, and Foundations throughout the United...a time-sensitive basis. Responsibilities * Demonstrate deep understanding of Alternative Investments including cash flow planning, pacing… more
- Morgan Stanley (New York, NY)
- …multiple parties during the onboard process including Morgan Stanley Wealth Management and Fund Services, Alternative Investments , 3rd Party Custodians, ... clients in partnership with Morgan Stanley's Fund Services infrastructure, an outsourced Wealth Management OCIO, the client's MS Financial Advisor, and WM… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan ... Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. IIS is responsible for all client service… more
- Citigroup (New York, NY)
- …at achieving the strategic and financial objectives across the US Consumer Wealth Management business. Developed execution, communication and diplomacy skills ... industry and competitor products/services + Expertise of Global Capital Markets, Managed Investments , Alternative Investments , Structured Products and Modern… more
- JPMorgan Chase (New York, NY)
- …delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management , ... JP Morgan is a global leader in asset and wealth management with assets under supervision of...Provide pre-approval of suitability for accounts to participate in alternative investments ; review and determine account eligibility… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, ... with 3 - 5 years of experience at a Wealth Management firm, Financial Services firm or...such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA + Alternative investments + Performance reporting calculations and… 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 (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
- Guardian Life (New York, NY)
- …in areas such as private markets, structured investments , alternative investments , philanthropy, lending, and investment management . + Partner with ... opportunities within each region **You have** + Experience wholesaling wealth management , preferably advisory and/or alternative investments + Series 7… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, ... fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding… 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. Serves ... new clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- Nuveen Investments (New York, NY)
- … investment banking + Strong financial modeling skills leveraging understanding of investment management industry and best practices + Ability to rapidly ... shapes our firm's strategic direction + Deep interest in investment management industry + Comfort with ambiguity...deep expertise across a comprehensive range of traditional and alternative investments through a wide array of… more
- MassMutual (New York, NY)
- …reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We ... Controllership team. The position reports to the Director of Alternative Investments and resides within the Financial...a collaborative and inclusive culture by working closely with Investment Management + Actively participate in the… more
- MassMutual (New York, NY)
- …reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We ... yield and performance across all asset types including, fixed income, alternative investment and subsidiaries. Your daily/monthly responsibilities will include,… more