- Bank of America (Leawood, KS)
- Investment Management Specialist Leawood, Kansas **Job Description:** The Investment ManagementSpecialistis responsible for supporting the Financial ... to market and non-financial currentevents *Effectively navigate proprietary planning and investment management tools *Deliver investment management… more
- Bank of America (Modesto, CA)
- Investment Management Specialist Modesto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and… more
- Bank of America (Boston, MA)
- Private Wealth Investment Management Specialist Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make ... responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and… more
- JPMorgan Chase (New York, NY)
- …infrastructure, transportation, liquid alternatives and hedge funds. **Job Summary** An Investment Specialist in the Infrastructure Investments Group ("IIG") is ... exceptional attention to detail + 4+ years of experience in an investment management client centric role. + Highly motivated, self-starter, strong attention to… more
- Morgan Stanley (New York, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management * **Title:** *MSIM Valuation Specialist ... Morgan Stanley Investment Management ("MSIM"), together with its...New York, MSIM's Valuation Team is seeking a valuation specialist to support the Valuation Committees in solving daily… more
- JPMorgan Chase (New York, NY)
- …duration, global bonds, structured products, mortgages and tax-aware strategies. As an Investment Specialist , you will actively engage in maintaining and ... Currency and Commodities team (GFICC) at JP Morgan Asset Management is one of the world's deepest and best-resourced...and managing our business within a team-based structure. The Investment Specialist 's (IS) role is to know… more
- Fifth Third Bank, NA (Evansville, IN)
- …Fifth Third Bank. GENERAL FUNCTION: The Licensed Investment Support Specialist I provides office management support for registered securities representatives ... (eg, Investment Executives or Wealth Management Advisors). Responsible and accountable for risk by openly...screen. + Minimal travel may be required. #LI-JS1 Licensed Investment Support Specialist I LOCATION -- Effingham,… more
- Bank of America (Pittsburgh, PA)
- …Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all ... relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized roles...the teams specialized roles of Business Development, Wealth Planning, Investment Management , or Business Management … more
- BMO Financial Group (SD)
- …**Work Schedule: Monday-Friday,** **10 am to 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist 's primary responsibility ... superior customer service experience. Being the first point of client contact, the BIS Investment Service Specialist core mandate is to assist our clients with… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... marketing and product development best practices. **ROLE AND RESPONSIBILITIES** The Hedge Fund Investment Specialist will work as part of one or more product… more
- Equitable (Charlotte, NC)
- Investment Product Sales Specialist (Remote Possible) ( 230000Z3 ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED STATES-Remote ... an organization that will help unlock your potential? The key objectives of the Investment Product Sales Specialist are to build relationships with the Equitable… more
- Bank of America (Pennington, NJ)
- Investment Advisory Specialist Pennington, New Jersey **Job Description:** The Merrill Lynch Investment Advisory Program (IAP) combines the advice and ... single fiduciary program designed to help clients pursue meaningful outcomes. The Investment Advisory Specialist provides advice and guidance to Financial… more
- Vanguard (Malvern, PA)
- Vanguard's Portfolio Risk Department (US/Enterprise) ESG team is hiring an ESG Investment Product Specialist ! This is an opportunity to join a small, dynamic ... ESG data, evolving regulations, impact measurement, and/or climate finance. A Investment Product Specialist will: + Lead complex, cross-category strategic… more
- Mirador (Stamford, CT)
- …visit our website (https://miradorllc.com/career-opportunities). Summary of Position The Private Investment Operations Specialist will partner with wealth ... and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management … more
- JPMorgan Chase (New York, NY)
- …of study plus 5 years of experience in the job offered or as Investment Specialist , Global Investment Associate/Officer, Financial Consultant, or related ... and strategic asset allocation; Portfolio rebalancing and portfolio construction; Investment management for ultra-high-net-worth clients, with portfolio size… more
- PNC (Philadelphia, PA)
- …Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's Asset Management Group Investment Office organization, you will be based in ... at the manager's discretion. This position will focus on investment manager operational research and product management ...on investment manager operational research and product management as well as working closely with other members… more
- JPMorgan Chase (Los Angeles, CA)
- …provide you with the opportunity to take your career to the next level. As an Investment Specialist in the US Private Bank, you are responsible for helping the ... and deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + Conduct investment reviews with… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Approval to Transact team as part of Corporate and ... Investment Banking (CIB) Operations group. As a Lead Institutional Investment Operations Specialist you will assume a leading role in implementation of new… more
- Comerica (Frisco, TX)
- Investment Portfolio and Hedging Specialist The Investment Portfolio and Hedging Specialist assists the Portfolio Manager and Director in the ... Management * Independently maintain operational aspects of the investment portfolio management process. This includes tracking purchases, sales,… more
- Bank of America (Chandler, AZ)
- Financial Service Representative- Retirement and Benefits Investment Specialist Bilingual Spanish Chandler, Arizona;Tampa, Florida **Job Description:** At Bank ... make a difference. Join us! The Retirement & Benefits Investment Specialist is a foundational role designed...**1st & 2nd Shift Options Available **Skills:** + Account Management + Customer and Client Focus + Issue … more