- WTW (Stamford, CT)
- **Description** As an Investment Analyst , you will work with consultants to provide advice to clients on a range of investment -related services which can ... setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, … more
- Morgan Stanley (Purchase, NY)
- …Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. IIS is responsible for all client service ... a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan… more
- KeyBank (Tarrytown, NY)
- …& 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center...(CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state)… more
- Deloitte (Stamford, CT)
- …Compensation Analyst for a mid-to-large sized organization; or, direct consulting experience + Experience preparing for and leading Discovery workshops to ... the return for their digital sales enablement and sales operations infrastructure investment + Work with Sales and Operations leaders to deliver the best-in-class… more