- Equitable (New York, NY)
- … Team** Equitable's OCIO has responsibility for managing Equitable's $100 billion General Account investment portfolio. The GA investment portfolio supports ... Head of Credit Investments , General Account ( 240000EN )...Account ( 240000EN ) **Primary Location** : UNITED STATES-NY- New York **Organization** : Equitable **Schedule** : Full-time **Description**… more
- Bloomberg (New York, NY)
- …group of individuals who play a vital role in delivering exceptional service and technical support to our new and existing Content Partners and customers. Our ... - quickly and accurately. **Our Team :** The Alternative Investment Funds team supports Bloomberg's suite of private markets...content. **We'll trust you to :** + Provide outstanding support to our Content Partners so that they trust… more
- BlackRock (Princeton, NJ)
- …mindset and challenge the status quo. . Assist the Team with handling significant new account growth. **Requirements:** . BA/BS is required. . Minimum 2 years ... for Managed Account implementation across equities, fixed income and alternative investments . We are seeking a highly motivated individual for a new … more
- Bank of America (Lincoln, RI)
- Consumer Investments - Account Maintenance Case Manager Lincoln, Rhode Island **Job Description:** At Bank of America, we are guided by a common purpose to help ... teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...on inquiries that are related to sensitive and crucial account changes. As a Case Manager you must have… more
- Bank of America (Depew, NY)
- Financial Solutions Advisor - Consumer Investments - Upstate New York Markets West Seneca, New York;Tonawanda, New York; Liverpool, New York; Depew, ... New York; Hamburg, New York; Rochester, New York; Rochester, New York **Job Description:**...* Has at least one year experience in the investments industry, including investment training and in-depth… more
- Bank of America (Sewell, NJ)
- Financial Solutions Advisor - Consumer Investments - Southern New Jersey Market Voorhees, New Jersey;Sewell, New Jersey; Somers Point, New Jersey ... part of daily activities + Identifies and engages potential new clients through referrals or financial center clientele +...+ Has at least one year experience in the investments industry, including investment training and in-depth… more
- Wellington (Boston, MA)
- …the following qualifications: . 3+ years of professional experience in either investment management or operational support roles . Candidates should demonstrate ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Thrivent Financial (Minneapolis, MN)
- …has received over $2 billion in charitable gifts and commitments to support the most important organizations and pressing issues in our communities. Reporting ... and approving financial advisors, monitoring performance and compliance with AMF investment policies and guidelines using Clearwater Analytics data aggregation and… more
- Equitable (New York, NY)
- …in the program. The investments department is responsible for the General Account function as well as the Equitable Investment Management Group. The ... - Investments ( 2500000Z ) **Primary Location** : UNITED STATES-NY- New York **Organization** : Equitable **Schedule** : Full-time **Description** At Equitable,… more
- Bank of America (Kingston, NY)
- …Solutions Advisor - Consumer Investments - Albany / Hudson Valley Market Latham, New York;Saratoga Springs, New York; Scotia, New York; Yorktown Heights, ... New York; Schenectady, New York; Katonah, New York; Kingston, ...* Has at least one year experience in the investments industry, including investment training and in-depth… more
- Deloitte (Boston, MA)
- …offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government ... mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries. One...for this role. This compensation range is specific to New York City and takes into account … more
- Acuity Brands (Atlanta, GA)
- …carbon emissions. We achieve growth through the development of innovative new products and services, including lighting, lighting controls, building management ... solutions, and location-aware applications. **Job Summary** The Capital Markets and Investments Manager will report to the Treasurer and provide support for… more
- Harbor Group Management (Norfolk, VA)
- Harbor Group Management Company is a multi-billion dollar real estate investment and property management firm. As we continue to grow, we are looking for passionate, ... exquisite living experience for our residents. Treasury Sr. Analyst - Fund Investments Norfolk, Virginia JOB PURPOSE: This position is responsible for assisting with… more
- PNC (Columbia, MD)
- …to contribute to the company's success. As a Regional Sales Manager within PNC's Investment organization, your region will be part of the East Coast Territory and ... Sales Managers lead a team of Financial Advisors and support staff within a highly collaborative circuit of bank...within a highly collaborative circuit of bank branches. PNC Investments executes an advice and planning strategy focused on… more
- PNC (Pittsburgh, PA)
- …to contribute to the company's success. As a Wealth Strategist I within PNC Investments , you will be based in Pittsburgh, PA. The position will primarily sit at ... guidance from team members or management. Assists in the acquisition of new clients. Retains, expands and deepens existing relationships. + Conducts research, as… more
- Citigroup (Tampa, FL)
- …high net worth clients._ __ **Responsibilities:** + _Perform a quality review of new investment account applications to ensure compliance with policies ... _The Wealth Operations- Investment Account Opening Specialist /AVP is...initiatives to streamline processes and reduce/eliminate hand offs in support of current and new account… more
- City and County of San Francisco (San Francisco, CA)
- …Compliance Support + Assist grant review panelists with Supplier/Vendor account registration for City's disbursement process. + Lead the preparation of panelist ... 36 months. Under direction from the Director of Community Investment , the Senior Program Officer will work with the...the Senior Program Officer will work with the Community Investments (CI) team to administer an estimated $15 million… more
- Bank of America (Greensboro, NC)
- Financial Solutions Advisor Stage II - Consumer Investments -East Charlotte Market Charlotte, North Carolina;Winston Salem, North Carolina; Charlotte, North ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- Bank of America (West Hartford, CT)
- Financial Solutions Advisor - Consumer Investments -Pioneer Valley/Northern CT Market Newington, Connecticut;Longmeadow, Massachusetts; Glastonbury, Connecticut; ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Nuveen Investments (New York, NY)
- …managers, private market investment officers, as well as the TIAA General Account 's CIO office. The Senior Director will also be responsible for assisting the ... and FX swaps + Will work closely with and support the Nuveen Global Fixed Income investment ...Placements, Real Estate, Real Assets, and the TIAA General Account + Develop a clear understanding of all hedging… more