- Franklin Templeton (Stamford, CT)
- …help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management , wealth management , and fintech, offering many ... learn fast and contribute towards the goal of the organization, then O'Shaughnessy Asset Management , LLC is the place for you. What is the Request for Proposal… more
- Brookfield Asset Management, Inc. (New York, NY)
- … allocation solution for the investment portfolio and perform optimizations around asset -liability management , returns and capital within the context of ... investment guidelines Monitor investment activities, exposures/capacities, liquidity management , sector, asset allocations, concentrations Research on capital… more
- Citigroup, Inc. (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 ... is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep...You could access a range of responsive banking, investing, wealth management & planning services and access… more
- Blue Owl (New York, NY)
- …to Friday. The Role: Blue Owl is seeking an Associate to join the Private Wealth Business Management team - a strategically focused group that partners with ... Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives(R). With $273...is redefining alternatives(R). With $273 billion in assets under management as of March 31, 2025, we invest across… more
- Goldman Sachs, Inc. (New York, NY)
- Job Description Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the ... success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with… more
- Goldman Sachs, Inc. (New York, NY)
- Job Description About Goldman Sachs : Goldman Sachs Asset Management is one of the world's leading asset managers with over $3 trillion in assets under ... with other teams within ACF, and across CSG, investing teams and wealth management teams. Professional development initiatives provide opportunities to enhance… more
- GIC Private Limited (New York, NY)
- …6-12 years of experience with a strong track record in equity portfolio management , preferably within a scalable multi- asset portfolio using a combination of ... GIC is one of the world's largest sovereign wealth funds. With over 2,000 employees across 11...we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you… more
- Voya Financial, Inc. (New York, NY)
- …and ideas in a clear and compelling manner to different audiences Experience in insurance, wealth management , asset management , or retirement services is ... a strong plus #LI-JS1 Compensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this… more
- iCapital (Greenwich, CT)
- …Investment Sales Specialist for the distribution partnership with one of its largest wealth management clients. This individual will report to the regional team ... investments and promote adoption of offerings across our client's wealth platform. Travel in coverage territory as requested by...events and corresponding follow-up. Work in close partnership with asset management partners to raise capital for… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... with developing or validating models in IRRBB, RWA and Capital, including Asset Liability Management is a plus. Prior experience working on adoption of new… more
- EY (New York, NY)
- …most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management , Insurance, and Real Estate, Hospitality ... diverse set of experiences in serving banking, capital markets, insurance and wealth and asset management clients. Your key responsibilities It's fair to say… more
- PIMCO (New York, NY)
- …senior leadership across partner firms and internal departments-such as US Global Wealth Management (GWM) client-facing teams, Portfolio Management , Product ... Alternatives to support the significant growth of our US wealth alternatives business. In this role, you will be...vehicles, with a focus on alternative credit, tax-efficient strategies, asset -based lending, and real estate. Location New York, NY… more
- Pontera (New York, NY)
- …stakeholders in the wealth management tech ecosystem- including other wealth technology providers, turnkey asset management platforms (TAMPs), and ... R&D strategy utilizing your research and deep understanding of the wealth tech ecosystem. Cross-functional Leadership: Partner closely with product, integration… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... a full range of investment banking, credit and risk management products and services relevant to the financing and...is required CFA, MBA or graduate work is an asset Interested? At Scotiabank, every employee is empowered to… more
- F. Schumacher & Co. (New York, NY)
- …in the industry is people. We believe that our employees are our most valuable asset . F. Schumacher & Co is deeply anchored in our company core values which are ... jewelry, watches, luxury travel, and beauty. Consultative Sales & Relationship Management Develop tailored proposals and presentations based on a deep understanding… more
- William Blair (New York, NY)
- …attract the most qualified, passionate candidates who specialize in investment banking, investment management , private wealth management , and a variety of ... and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We… more
- HSBC (New York, NY)
- …5 years of relationship management experience in the banking or wealth management sector Proven track record in asset gathering, asset growth and ... AUM and Gross Revenue. Here's what you can expect: Combine client relationship management with strong risk assessment and management capabilities ensuring the… more
- BBR Partners (New York, NY)
- Since 2000, BBR Partners has been providing bespoke investment and wealth management advice to high-net-worth individuals and private families. Guided by our ... activities, including general ledger, accounts payable, accounts receivable, and fixed asset management . Ensure accurate and timely financial transactions and… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... a full range of investment banking, credit and risk management products and services relevant to the financing and...area of finance or business, or equivalent, is an asset . Strong communication skills, both written and oral. Proactive… more
- JPMorgan Chase (New York, NY)
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
