- Fidelity TalentSource LLC (New York, NY)
- …implementationEffectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free ... collaboration, you are a key player on the Wealth Management team as you manage a book of clients...and promoting guidance reviews with an AdvisorIdentifying opportunities for asset consolidation and/or High Net Worth product development, and… more
- TradeStation (New York, NY)
- …in sales and account management preferably covering financial institutions (Family Offices, Asset Managers, Hedge Funds , RIAs, etc.) SIE, Series 7, 63, and 3 ... prospect, lead, and win new business with Institutional clients primarily in the Hedge Fund and Family Office space to meet quota via individual efforts and by… more
- US Tech Solutions, Inc. (Harrison, NY)
- …(course work should involve investments - stocks, bonds, ETF's & Mutual funds , investment portfolio construction, Asset Allocation theory) * Professional ... (course work should involve investments - stocks, bonds, ETF's & Mutual funds , investment portfolio construction, Asset Allocation theory) * Professional… more
- TD Bank (New York, NY)
- …During the holding period of each investment, the CRA Asset Management Associate will ensure compliance to Fund /partnership agreements and reporting ... Business:** Personal & Commercial Banking **Job Description:** The CRA Asset Management Associate provides ongoing support to...over 27 million households and businesses in Canada, the United States and around the world. More… more
- Morgan Stanley (New York, NY)
- …student loans, corporate loans, etc. in US , Europe and APAC. The asset management team within FSL provides ongoing portfolio management , monitoring ... finance, accounting or operations. Preferably in Banking (credit risk, fixed income, or asset management ), Rating Agencies, or Accounting Firms . Excellent data … more
- JPMorgan Chase (New York, NY)
- …you. **What's next?** In your application, please indicate your top two choices for our Asset Management Client Teams: Funds Management : Responsible for ... to develop and execute solutions? Join our 2025 Summer Analyst Program - Asset Management Clients. Working here means joining a collaborative, supportive team.… more
- JPMorgan Chase (New York, NY)
- JP Morgan Chase Asset Management team is looking for energetic, creative talent to join our Product- Summer Analyst Program. The nine-week program kicks off with ... grade, high yield and emerging market debt. + **Hedge Funds :** We manage hedge fund portfolios for...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- JPMorgan Chase (New York, NY)
- …part of the Global Investment Management Client Service group within JPMorgan Asset Management . **Job Summary** The US Product Implementation associate ... Asset Management is a leading investment...and third-party vendors that provide various services to the Funds . The US Product Implementation team sits… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market ... by the global reach, vast resources and robust governance of JP Morgan Asset Management . Our alternative strategies are designed to achieve specific client… more
- JPMorgan Chase (New York, NY)
- …responsibility for supporting the overall management and oversight of a group of Funds including US Mutual Funds , ETF, and Collective Investment Funds ... respond to regulatory requests and inquiries related to the Funds . + Lead and participate in various Fund...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- KPMG (New York, NY)
- **Business Title:** Manager, Tax Technology and Asset Management **Requisition Number:** 110030 - 68 **Function:** Tax Services **Area of Interest:** **State:** ... KPMG is currently seeking a Manager to join our Asset Management Tax Technology Practice Responsibilities: +...of eight years experience with a combination of mutual fund accounting and technology experience gained in a well-regarded… more
- JPMorgan Chase (New York, NY)
- The Global Fixed Income, Currency and Commodities team (GFICC) at JP Morgan Asset Management is one of the world's deepest and best-resourced fixed income ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- US Bank (New York, NY)
- … US Department of Homeland Security E-Verify program in all facilities located in the United States and certain US territories. The E-Verify program is an ... At US Bank, we're on a journey to do...industry trends, and banking products and services related to asset management of investments and loans. **Basic… more
- HSBC (New York, NY)
- …trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America- United States -New York-New York **Req ... Financial Analyst ("CFA") qualification. + Working knowledge of industry standards for the asset management industry, specifically hedge funds and private… more
- Morgan Stanley (New York, NY)
- …Cayman offshore funds , and Canadian pooled trusts) across jurisdictions ( United States , Cayman-Offshore, Canada). *Job Description & Responsibilities:* * ... funds , performance, and global investment trends using various fund databases to support product development initiatives and also...years of industry experience. * Broad understanding of the asset management industry in either a product… more
- JPMorgan Chase (Brooklyn, NY)
- … funds in an fund administration or related capacity + Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund ... asset classes. **Job Summary:** As a Private Equity Fund Admin VP within our client administration team, you...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- Bloomberg (New York, NY)
- …work experience in Data Product Ownership or related field + Experience working in the funds or asset management space particularly in the area of investment ... Data Product Owner - Fund Classification **New York, NY** Posted Sep 29,...have ownership and oversight of the process through which funds being built on the terminal are classified, reviewing… more
- City of New York (New York, NY)
- Job Description The Office of the New York City Comptroller's Bureau of Asset Management (BAM) supports the Comptroller in his role as investment advisor, ... oversees more than $250 billion dollars in assets under management on behalf of New York City retirement systems,...investment advisor for some of the largest public pension fund systems in the country, BAM due diligences, recommends,… more
- SMBC (New York, NY)
- …disciplines, inclusive of capital, liquidity, funds transfer pricing, and asset / liability management ; + Monitor, summarize, challenge, and generate ... the Americas, SMBC Group has a presence in the US , Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed...Chief Financial Officer ("U.S. CFO"). Corporate Treasury governs the asset / liability management ("ALM"), capital, liquidity,… more
- WSP USA (New York, NY)
- …+ Bachelor's Degree in Emergency Management (or related field). + Asset Management and Supply Logistical Operational Experience. + Previous experience ... Management Specialists - Response** for any of our US offices, including **Orlando, FL; Birmingham, AL; Tucson, AZ;...selected candidate must be authorized to work in the United States . **NOTICE TO THIRD PARTY AGENCIES:**… more
