- Bank of America (Boston, MA)
- …team delivers portfolio management solutions by developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (eg, ... Senior Private Market Due Diligence Analyst Boston, Massachusetts;New York, New York **Job Description:**...Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering… more
- KeyBank (Boston, MA)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) +… more