- Bank of America (Towson, MD)
- Investment Manager Specialist Towson, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business… more
- Citigroup (Miami, FL)
- Citibank, NA seeks an Investment Finance Specialist Senior Group Manager for its Miami, Florida location. Duties: Provide Senior Credit Officer approval ... lending facilities for existing and prospective clients and their private investment companies. Perform financial analysis to review credit analyses prepared by… more
- JPMorgan Chase (New York, NY)
- …'s role is to know the portfolios they represent as if they were the Portfolio Manager ("PM"). The Investment Specialist should be fully integrated with the ... Come and join our Alternatives Global Transportation team as an Investment Specialist . Our alternative strategies are designed to achieve specific client… more
- BlackRock (San Francisco, CA)
- …growing the BlackRock Alternative Investment franchise, reporting into a Specialist Manager within BlackRock's Wealth Distribution Partners group. **Primary ... BlackRock to financial advisors and their clients. **Role Description** Alternative Investment Specialists in US Wealth Advisory are responsible for developing… more
- Bank of America (Pennington, NJ)
- Investment Advisory Specialist Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... to learn, grow, and make an impact. Join us! **Job Description:** The Investment Advisory Specialist (IAS) will support Financial Advisors and Wealth Management… more
- Citigroup (New York, NY)
- Job Description The Investment Specialist Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application ... and allocation of work within the team/project. **Responsibilities:** + The Managed Investment Specialist team is responsible for supporting investment … more
- JPMorgan Chase (New York, NY)
- …and the motivation to develop market opportunities. As the US Private Markets Investment Specialist , you will actively engage in maintaining and developing ... JP Morgan Asset Management, a leading global alternatives manager with over 40 years of experience, oversees...and sales/retention strategy. As a Managing Director, Private Market Investment Specialist within JP Morgan Asset Management,… more
- Bank of America (Fairfield, CT)
- Investment Management Specialist Fairfield, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions....with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates +… more
- JPMorgan Chase (New York, NY)
- …broad markets, preferreds, and international strategies. As a Customized Bond Portfolio Investment Specialist within the Global Fixed Income, Currency and ... all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned...Manager . You should be fully integrated with the investment team to ensure a deep understanding of portfolios… more
- BlackRock (Seattle, WA)
- …innovation in the finance and insurance industry is unmatched. As an Associate, Investment Accounting Migrations Specialist , you will have the opportunity to ... **About this role** ** ** Are you an Investment Accounting professional searching for an exciting, significant, multi-faceted opportunity with the world's largest… more
- JPMorgan Chase (New York, NY)
- …managed by the team. **Job summary:** As an Asset Management Derivatives Investment Specialist - Vice President within the Asset Management Derivatives ... were the portfolio manager . You should be fully integrated with the investment team to ensure a deep understanding of portfolios can be distilled and translated… more
- Huntington National Bank (Columbus, OH)
- Description Summary:The Wealth and Investment Service Specialist II is responsible for the day-to-day activities and interaction between the client and ... establishment of documentation, maintenance, and servicing of the relationship. The Service Specialist II is also responsible for maintaining a high level of… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist in FX Investigations as a part of Corporate Investment Banking. ... operational efficiency. + Working closely with the FX investigations QA manager to identify PEGA enhancements and other system/process improvements. + Maintenance… more
- State of Michigan (East Lansing, MI)
- …years of professional investment , financial and/or economic administration experience as a manager , program specialist , or staff specialist ; OR two years ... years of professional investment , financial and/or economic administration experience as a manager , program specialist , or staff specialist ; OR two years… more
- Regions Bank (Charlotte, NC)
- …Professional, with the opportunity to transition into an FT Accounting & Operations Manager role in the future. This individual will be supported by the current ... Accounting & Operations Manager in addition to the CFO. Responsibilities will include: + 20 - 30 hours/week (in office) + Administration of Expense System and Card… more
- Bank of America (New York, NY)
- Senior Investment Manager New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... culture driven, resilient, results focused and effective. **Job Description:** The Senior Investment Manager is responsible for defining and owning the Financial… more
- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager , Trust Investment Officer, Senior Investment Manager at a Wealth Management firm with** **no ... net worth clients.** **Recognizing** **the** **importance of the client's investment policy statement, the current** **asset allocation,** **understanding** **of**… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …partners, provides detailed written analysis, and presents recommendations to RJAHI investment committee members and investors. + Provide a review and recommendation ... property management and health/safety regulations. + Knowledge of institutional investment strategies and partnership structures. + Principles of banking and… more
- Wellington (Boston, MA)
- …will work as part of a highly collaborative team. They will be a specialist focused on conducting investment research, providing detailed analysis of companies, ... gained either on the Buy or Sell side with an asset manager , hedge fund, investment bank or private credit firm, with a commensurate level of understanding… more
- BlackRock (New York, NY)
- …BlackRock's stewardship policies are developed and implemented by two independent, specialist teams, BlackRock Investment Stewardship (BIS) and BlackRock Active ... **About this role** **About BlackRock Investment Stewardship** At BlackRock, investment stewardship...stewardship is core to our role as an asset manager and a fiduciary to our clients. As stewards… more