- JPMorgan Chase (New York, NY)
- …clients while building your own expertise. As a Summer Analyst in the Asset and Wealth Management Global Private Bank Solutions team, you will be joining a team ... clients' portfolios + Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research… more
- JPMorgan Chase (New York, NY)
- …clients while building your own expertise. As a Summer Analyst within the Asset and Wealth Management Global Private Bank team, you will be joining a team ... own expertise + Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and… more
- Raymond James Financial, Inc. (New York, NY)
- …leadership leading the firm's strategic approach to delivering high-quality private markets investment opportunities to private wealth clients, including ... a pivotal leadership role on the committee that approves private markets products and other alternative...and Abilities** **Knowledge of** * Advanced knowledge of the alternatives industry, particularly private markets … more
- Morgan Stanley (New York, NY)
- …benefit programs. **Job:** ** Wealth Management* **Title:** *Executive Director, Private Bank Senior Lending Transactor - Alternatives * **Location:** ... aircraft, etc.). In addition, the Senior Lending Transactor will market and collaborate with the Private Bank's...Lending Transactor will act as a product partner to Private Bankers and Private Wealth … more
- Citigroup (New York, NY)
- …+ Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and ... operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through… more
- Citigroup (Stamford, CT)
- Positions are located within the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power of Citi to serve the entire continuum of ... operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through… more
- TIAA (New York, NY)
- …region. + Develops relationships with prospect firms within the private wealth channels in an effort to expand Alternative Strategies client portfolio. ... for TIAA's Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private Bank, Independent...on the available Alternative strategies to help market and sell Alternatives offerings. + Manages… more
- Morgan Stanley (New York, NY)
- …* . Responsible for proactively making outbound calls to MSWM Financial Advisors and Private Wealth Advisors and for fielding incoming calls on the sales desk ... Investments (AI) Sales Team is a 30-member team within Wealth Management representing the full Alternative Investments...the coordination of all sales efforts for the MSWM Alternative Investments platform, including: hedge funds, private … more
- Morgan Stanley (New York, NY)
- …team and will develop and execute strategic marketing plans that support MSIM Alternatives via multi-channel distribution: Private Wealth ; US Institutional; ... over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located… more
- Citigroup (New York, NY)
- …+ Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and ... decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its ability to build relationships… more
- Bank of America (New York, NY)
- …to achieve investment goals, regardless of the product or platform + Own the capital markets relationship with the Private Wealth Field Leaders in assigned ... in equity research, equity portfolio management, wealth management or middle market institutional capital markets (preferably equity) sales + Client facing… more
- Citizens (New York, NY)
- …a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, ... Description Citizens Private Bank has accelerated its strategy to build...+ 15+ years of job experience in the financial markets with experience in alternative investment research… more
- MetLife (Whippany, NJ)
- …endowment / foundation / sovereign wealth fund / investment consulting / private wealth / insurance sub-advisory / asset management tenure. * Strong ... all asset classes, with a strength in public and private fixed income and private assets, including...adjusted returns, regime specific performance, performance attribution by style, market cap, region, sector and factor. * Manager Selection:… more
- JPMorgan Chase (New York, NY)
- … Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions ... you will play a vital role in our global recruitment efforts for the Wealth Management and Alternatives Solutions business. You'll primarily focus on recruiting… more
- JPMorgan Chase (New York, NY)
- …strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities ... + Leverage knowledge of diverse types of businesses, industries, markets , financial and economic concepts, as well as creative...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- JPMorgan Chase (New York, NY)
- …management of various risks. Your focus will be on Real Estate within the Alternatives business, where you will monitor market risk, measure exposure, and assist ... developing risk and investment approval policies. We are seeking a risk professional with markets and ideally Alternatives experience to join our team. This role… more
- S&P Global (New York, NY)
- …A-game & their great personalities all the time. **The Role:** The Associate Director - Private Markets is responsible for supporting the Head of Private ... , trends and industry developments to identify new rating opportunities across all Private Markets sect + Develop relationship overviews for the largest … more
- Bloomberg (New York, NY)
- …for a Content Relationship Manager passionate about developing and commercializing our strategic Private Markets data offering. The needs of the asset owner ... a major focus while selecting outside managers and identifying alternative investments ( private equity, private ...to:** + Build strong relationships with new and existing Private Markets content providers to strike mutually… more
- JPMorgan Chase (New York, NY)
- …investment solutions across all major asset classes including equities, fixed income, alternatives , multi-asset and money market funds. **Job Summary:** You ... Wealth Management Investment Solutions provides Wealth ...investment products (traditional funds, hedge funds and / or private funds) or working in the operations and /… more
- M&T Bank (Norwalk, CT)
- …new clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as ... Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Serves as… more