- Citi (Paramus, NJ)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet… more
- Edelman Financial Engines, LLC (Paramus, NJ)
- …the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and ... investment advisory firm, recognized by Barron's 1 with 143+...gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry,… more
- Apex Group (Paramus, NJ)
- …strategies.* Manage and review calculations of taxable income, carried interest, and partner tax allocations.* Ensure compliance with all tax regulations and timely ... in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing… more
- Avalanche (New York, NY)
- Job Title: Investment Partner Location: New York City About Inversion Inversion Capital ("Inversion") is a private equity firm investing in and building ... Position Overview Inversion is looking to hire a strategic, results-oriented Investment Partner to assist in leading the execution of acquisitions and oversee… more
- Inversion (New York, NY)
- Job Title: Investment Partner Location: New York City About Inversion Inversion Capital ("Inversion") is a private equity firm investing in and building ... Position Overview Inversion is looking to hire a strategic, results-oriented Investment Partner to assist in leading the execution of acquisitions and oversee… more
- P2P (New York, NY)
- …to be the investors we wished we had. We're hiring for the role of Investment Partner - Liquid Venture to support Variant's liquid investment strategy. ... to build defensible, high‑conviction views. Collaboration & integration - Partner with the investment team to ensure...Collaboration & integration - Partner with the investment team to ensure Variant's venture and liquid strategies… more
- Avalanche (New York, NY)
- A leading private equity firm in New York City is seeking an experienced Investment Partner to drive acquisitions and manage portfolio companies. The role ... demands strategic thinking and a passion for blockchain technology, with no prior experience in crypto required. This key position offers a competitive compensation package with significant growth potential in a fast-paced, innovative environment.… more
- Inversion (New York, NY)
- A private equity firm is seeking an Investment Partner in New York City, responsible for leading acquisitions and managing portfolios post-acquisition. The ideal ... candidate has over 12 years of transaction experience, strong leadership skills, and a keen interest in blockchain technology. This role offers a competitive compensation package and a significant opportunity to impact the industry through innovative… more
- Iconiq Growth (New York, NY)
- …With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our ... and create uncommon opportunities across sectors and society. About ICONIQ Investment Management ICONIQ Investment Management strives to deliver exceptional… more
- Echo Base (New York, NY)
- A private investment platform is seeking a Partner to lead its specialty lending team in New York. This role involves originating, underwriting, and managing ... credit investments while developing yield strategies in the digital asset ecosystem. Candidates should have 7-10+ years of experience in private debt or special situations investing and strong financial modeling capabilities. The role offers an entrepreneurial… more
- Limelight Health (New York, NY)
- …strategy for tax‑smart optimization, risk modeling, and UMA product innovation. Quant Investment Sciences Partner with portfolio researchers to analyze and ... team has built and brought to market a tax‑smart investment strategy engine delivering an intuitive experience and intelligent...personas to build a backlog of potential use cases. Partner with data engineering teams to ensure data pipelines… more
- P2P (New York, NY)
- A leading investment firm in New York City is looking for an Investment Partner to drive its liquid investment strategy. The ideal candidate will have ... record in liquid markets. You'll collaborate closely with the investment team, develop investment frameworks, and play a crucial role in portfolio management.… more
- Citigroup Inc. (New York, NY)
- …recommendations for whole portfolios as well as thematic and tactical opportunities. Partner with investment solutions teams to align priority recommendations to ... offers a wide range of products and solutions, from investment strategies to banking and lending, to trust and...and strategic planning on business targets. Be a strategic partner to broader CIO Team (research, portfolio management, the… more
- Brown Brothers Harriman & Co. (New York, NY)
- … advisory services for SFO clients and prospects, serving as a thought partner to family office principals and investment professionals as it relates ... Director of Investment Advisory page is loaded## Director of ...(50%** **of Time) Engage as a credible, unbiased thought partner to SFO prospects, providing asset allocation, portfolio construction,… more
- PowerToFly (New York, NY)
- Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full‑service securities firm, with more than 40 years ... March 31, 2024. MSIM strives to provide outstanding long‑term investment performance, service and a comprehensive suite of ...ERISA, 40 Act and UCITS using Aladdin compliance engine. Partner across the global team to support the global… more
- PowerToFly (New York, NY)
- …is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The ... looking for a Senior Associate, Marketing Analytics to support our Morgan Stanley Investment Management (MSIM) Global Marketing Strategy team. This role will sit on… more
- Agentis Capital Advisors (New York, NY)
- …limited partner and family office relationships Preparing and presenting investment recommendations to client investment committees Setting the strategic ... and Agentis Capital Markets (capital markets). The Opportunity As Vice President, Co- Investment Advisory, you will lead a team of dedicated professionals providing… more
- Univest (New York, NY)
- Investment Banking Associate/ VP - Generalist We are seeking result-driven mid-to-senior level Bankers to lead the execution of capital markets and advisory ... and other complex financial transactions in close coordination with the ECM and Investment Banking teams. The Banker will serve as a trusted strategic advisor -… more
- Wedbush Securities (New York, NY)
- Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth ... capital deployment. Wedbush Securities is establishing a premier semiconductor and hardware investment banking practice at precisely the moment when this sector has… more
- PowerToFly (New York, NY)
- …is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The ... an important part of our culture. Position Summary The Investment Product Strategy team drives key strategic initiatives that...In this role, you will have the opportunity to partner closely with the product development team, analytics and… more
