- Mercer Global Advisors Inc. (San Francisco, CA)
- …Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) CFP (Certified Financial Planning) designation preferred ... from what you typically see in our industry. Our client -facing professionals of in-house experts are 50% women, as...Comprehensive industry and investment management knowledge Experience using CRM systems (Salesforce preferred)… more
- Jobs via eFinancialCareers (San Francisco, CA)
- …is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, ... Together we will build transparency, a common language, and innovative solutions for global investors in public and private assets.With over 30 years of expertise in… more
- myGwork - LGBTQ+ professionals & allies (Chicago, IL)
- … platform for the LGBTQ+ business community.The GroupMorningstar, Inc., a leading global provider of independent investment research and data, is looking ... asset managers, wealth management, and asset owners in serving their clients' investment needs.The RoleMorningstar Indexes Team seeks a highly motivated Data Sales… more
- Visa (San Francisco, CA)
- …development and marketing teams to understand market trends and opportunities and key client needs, and to develop product investment and go-to-market plans. Job ... - enabling individuals, businesses, and economies to thrive. Our advanced global processing network, VisaNet, provides secure and reliable payments around the… more
- Legrand North America (Chicago, IL)
- …About Legrand Representing more than 150 years of innovation, Legrand is the global specialist in electrical and digital building infrastructures. Our purpose is ... and Pendant. Assess product concepts, emerging technologies, and determine investment -worthiness via detailed business analysis. Prioritize new projects based on… more
- Wellington (Boston, MA)
- …fundamental factors, manager research, asset allocation, policy and risk management. 'The Investment Specialist , Fundamental Factor Platform' - will work as part ... philosophy, strategy, positioning, and performance. Responsibilities of the 'The Investment Specialist , Fundamental Factor Platform' include performing analyses… more
- T. Rowe Price (Baltimore, MD)
- …make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely ... POSITION PURPOSE: The primary role of the Fixed Income Investment Specialist (IS) - Insurance Solutions is...assets under management by working closely with insurance sales, client service, portfolio management and portfolio specialist … more
- Wellington (Boston, MA)
- …marketing and product development best practices. **ROLE AND RESPONSIBILITIES** The Hedge Fund Investment Specialist will work as part of one or more product ... management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored... teams and products under coverage. Over time, the Investment Specialist may also increasingly represent products… more
- JPMorgan Chase (New York, NY)
- …Debt platform. **Job Summary** As an Asset Management - Real Estate Debt Lead Investment Specialist within JP Morgan Asset Management, you will play a lead ... our Real Estate Debt book of business with our global client base (including insurance companies, corporate...mandates, and structuring customized solutions for clients. + Understand client investment goals and objectives and provide… more
- JPMorgan Chase (Columbus, OH)
- …duration, global bonds, structured products, mortgages and tax-aware strategies. As an Investment Specialist Associate, you will join the Investment ... help you learn, grow and contribute to the overall investment specialist support function. Over time, you...Update and maintain key data points for RFP and client requests + Collaborate with investment specialists… more
- Neuberger Berman (New York, NY)
- …teams: Investment , Product Strategy, Compliance, Marketing, Sales Leadership and Client Coverage + Advocate for audience experience in creation of materials + ... and marketing to balance those perspectives. This is a global role, so we also engage with local/regional colleagues...2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is… more
- JPMorgan Chase (Los Angeles, CA)
- …role works collaboratively with Field Leadership, Managed Solutions and Product/Asset Class Specialist teams to implement the JP Morgan Wealth Management strategy to ... individual will accomplish this by having a broad understanding of the investment product offering (advisory, alternatives, and brokerage), market insights and key … more
- Vanguard (Malvern, PA)
- … risk management expertise and analysis across fixed income funds in a global environment. Fixed Income Investment Risk Analyst: + Develops, implements, and ... Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (eg assets and data), and stewards a strong risk… more
- Bank of America (Charlotte, NC)
- Sr Relationship Manager II- Client Services Specialist - Global Market Operations Charlotte, North Carolina **Job Description:** At Bank of America, we are ... enhancing relationships with existing institutional clients. Job expectations include promoting investment product sales through frequent client meetings and… more
- CBRE (New York, NY)
- …and written + Experience working within a Client Care/Business Development/product specialist function in an investment management firm desired + VBA, Python ... Associate, Client Care - CBRE Investment Management...States of America CBRE Investment Management CBRE Investment Management is a leading global real… more
- Insight Global (New York, NY)
- Job Description A large financial services is looking for a technical, Client Integration Specialist to join the Integration Team. This person will be ... . Skills and Requirements -5+ years of experience as a Client Integration Specialist (Technical Onboarding) within Financial Services/Capital Markets… more
- Publicis Groupe (Chicago, IL)
- …career as a Supervisor, Client Lead at PMX! As an experienced media investment professional, you already know that Local Media is dynamic and more important than ... **Company Description** Publicis Media Exchange (PMX) is the global media platform for Publicis Groupe [Euronext Paris...reporting + Collaborate with the Central Exchange Analyst, , Specialist , PGD teams to deliver against client … more
- US Bank (Charlotte, NC)
- …value of these relationships to the organization. Reviews and accepts new client relationships based on business line account acceptance policies and procedures. ... Provides quality service based on client needs, wants, and expectations; aligns actions accordingly; remains sensitive and responsive to both internal and external… more
- Wellington (Boston, MA)
- … investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return ... management capabilities that span most segments of the global capital markets. Our investment solutions, tailored...such as video, social and content marketing. **Location** The Client and Product Strategy Specialist will be… more
- Bank of America (Charlotte, NC)
- …be a part of the Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM)lines of business. ... Sr Client Outreach Specialist Charlotte, North Carolina;New...and remediation requirements. We work in close collaboration with Global Corporate and Investment Bankers and … more
