- Citigroup (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 ... You could access a range of responsive banking, investing, wealth management & planning services and access...solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private… more
- Deloitte (New York, NY)
- Manager, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading ... in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy &… more
- JPMorgan Chase (New York, NY)
- …proven track record within Alternative Investments + 10 years of experience in investment and wealth management , with a strong emphasis on analytical ... monitoring of alternative asset managers for Global Wealth Management clients. This will include communications...team brings a unique perspective to sourcing and offering alternative investment opportunities. AIG consists of a… more
- Bank of America (New York, NY)
- …positioned within the broader Investment Solution Group (ISG) organization supporting Wealth Management . The team is responsible for sourcing and managing ... Alternative Investment Business Development Executive New...and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are… more
- JPMorgan Chase (New York, NY)
- …competitor activities to provide insights and recommendations to the Head of Global Alternative Investment Solutions and management team members + Prepare ... JP Morgan Global Alternative Investment Solutions is one of...Alternatives and JP Morgan Asset & Wealth Management , especially the distribution and investment businesses.… more
- JPMorgan Chase (New York, NY)
- …delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management , ... JP Morgan is a global leader in asset and wealth management with assets under supervision of...the opportunity to foster a deep partnership with the alternative investments team and the review of internal and… more
- Citigroup (Huntington, 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 ... Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- M&T Bank (Hauppauge, NY)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... new clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- Citigroup (New York, NY)
- …experience (5-10 yrs)** **Related experience with Financial Services, preferably in wealth management .** **Knowledge of global regulatory and compliance rules ... and global markets through a dedicated capital markets platform.** **CGWI operates Citi Investment Management , a proprietary provider of asset management … more
- Neuberger Berman (New York, NY)
- …of 3 years of relevant work experience in private markets, such as private equity, investment management , asset management , or management consulting + ... Neuberger Berman (NB) is an independent, employee-owned, global asset management firm that serves that financial needs of institutional and individual investors… more
- JPMorgan Chase (New York, NY)
- Within JP Morgan's Asset and Wealth Management (AWM) division, the Alternative Investments Group consists of 100+ experienced professionals globally whose ... is to identify and provide clients with access to alternative investment opportunities. With over $150 billion...as a deal captain leading the product development, project management and fund onboarding efforts related to alternative… more
- JPMorgan Chase (New York, NY)
- …advisors, bankers, global investment specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and ... and making meaningful contributions to our business with customized wealth management solutions. As a Solutions Analyst...including but not limited to market strategy, equity, and alternative investment teams to conduct research and… more
- City National Bank (New York, NY)
- …practices, and advancements in quantitative analysis and financial research. * Represent the Wealth Management business first line of defense (1LOD) and aid with ... design and implementation of preventive and detective controls relating to Wealth Management Research activities (standing up Compliance-related controls) *… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan ... Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. IIS is responsible for all client service… more
- JPMorgan Chase (New York, NY)
- … Management :** Responsible for the distribution of JP Morgan's investment capabilities to broker-dealers, insurance companies, asset managers, banks and ... institutional investors. + Learn about asset allocation strategies and identify investment capabilities across traditional and alternative strategies to meet… more
- M&T Bank (Bohemia, NY)
- …partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs ... best interest of clients and within regulatory requirements. + *Increase assets under management by offering investment and insurance solutions to clients and… more
- M&T Bank (New York, NY)
- …and deeper understanding of what's important turns our clients' challenges into opportunities. The wealth management business is broken up into wealth areas ... and receive hands on training in the field of wealth management and support the team as...Coordinates team communication and activities. Recommend ideas, suggestions, and alternative wealth solutions by utilizing a team… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides ... span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations… more
- Bank of America (New York, NY)
- …of the Firm. The Chief Investment Office provides thought leadership on wealth management , investment strategy and global markets and delivering ... developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all… more
- HSBC (New York, NY)
- …the Americas market. The Associate - Fund Manager Research will attend the alternative investment committee and global research committee which is responsible ... + Over 4 years working in operational due diligence or an audit firm auditing alternative investment product (hedge funds and/ or Private Equity funds) or the… more