- T. Rowe Price (Owings Mills, MD)
- …explore the opportunity to join us and grow your career with us. Team Summary The Global Client & Investment Reporting team (GCIR) is responsible for the ... make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely… more
- JPMorgan Chase (Westerville, OH)
- …prospects uncover investment needs, while focused on delivering an exceptional client experience. + Take a proactive approach to identifying solutions + Possess ... while maintaining a strong commitment to diversity and inclusion. As a New Client Development Professional in JP Morgan Wealth Management, you will spend your day… more
- JPMorgan Chase (New York, NY)
- … bonds, structured products, mortgages and tax-aware strategies. **Job Summary:** As an Investment Specialist within the Global Fixed Income, Currency and ... The Global Fixed Income, Currency and Commodities team (GFICC)...new wins. + Primary point of contact with the client on investment matters, ie, portfolio results… more
- Wellington (Boston, MA)
- …marketing and product development best practices. **ROLE AND RESPONSIBILITIES** The Hedge Fund Investment Specialist will work as part of one or more product ... management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored... teams and products under coverage. Over time, the Investment Specialist may also increasingly represent products… more
- Morgan Stanley (Seattle, WA)
- …each other to process all tasks throughout the day. ABOUT THE ROLE The Investment Operations Specialist works closely with the team on ensure all sponsors ... reconciliation support. - Work with external partners across SMA sponsors on all client inquiries that impact workflows and investment process. - Facilitate the… more
- JPMorgan Chase (Los Angeles, CA)
- …role works collaboratively with Field Leadership, Managed Solutions and Product/Asset Class Specialist teams to implement the JP Morgan Wealth Management strategy to ... individual will accomplish this by having a broad understanding of the investment product offering (advisory, alternatives, and brokerage), market insights and key … more
- Santander US (New York, NY)
- CRM Data Analytics & Models Specialist - Corporate & Investment Banking New York, United States of America **SCIB is looking for a CRM DATA ANALYTICS & MODELS ... SPECIALIST , based in our NEW YORK CITY office.** **WHY...Do you want to join us? **Santander Corporate & Investment Banking (SCIB)** is Santander's global division… more
- JPMorgan Chase (Fort Worth, TX)
- …provide you with the opportunity to take your career to the next level. As an Investment Specialist in the US Private Bank, you will provide support to Investors ... new clients in addition to deepening and strengthening existing client relationships. **Job Responsibilities** + Support investment ...strength and the diverse talents they bring to our global workforce are directly linked to our success. We… more
- JPMorgan Chase (Miami, FL)
- As an Investment Specialist within JP Morgan's Latin America Private Bank, you will be providing support to Investors in all aspects of their daily business ... goal will be to assist Bankers in acquiring new clients and deepening existing client relationships. You will have the opportunity to work with a team of talented… more
- JPMorgan Chase (New York, NY)
- … client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, ... managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of JP...hedge funds. As an Asset Management - Hedge Fund Investment Product Specialist - Vice President within… more
- BlackRock (Princeton, NJ)
- **About this role** Are you an Investment Accounting professional searching for an exciting, significant, multi-faceted opportunity with the world's largest asset ... like to be part of an organization that makes a difference. Our Investment Accounting Group provides accounting and regulatory data services to insurance clients.… more
- JPMorgan Chase (New York, NY)
- …the US Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring ... team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return… more
- Publicis Groupe (Chicago, IL)
- …career as a Supervisor, Client Lead at PMX! As an experienced media investment professional, you already know that Local Media is dynamic and more important than ... **Company Description** Publicis Media Exchange (PMX) is the global media platform for Publicis Groupe [Euronext Paris...reporting + Collaborate with the Central Exchange Analyst, , Specialist , PGD teams to deliver against client … more
- T. Rowe Price (Baltimore, MD)
- …Legal, ITS, Investment Compliance, Finance, Global Investment Operations and Global Client Investment Reporting. + The Client Service ... We are a premier asset manager focused on delivering global investment management excellence and retirement services...feel challenged, engaged and valued. Role Summary + The Client Service Specialist is responsible for servicing… more
- Eurasia Group (New York, NY)
- Global Markets Sales Specialist New York,...role with experience and knowledge of multiple asset classes, investment styles and client types. ( Global ... of private interests. Position Overview We are seeking a Global Markets Sales Specialist candidate to join...become an expert in how political risks fit into client investment and risk process. + Leverage… more
- Raymond James Financial, Inc. (Indianapolis, IN)
- …Reams employs forty individuals with a mission to provide the highest quality investment management expertise and unmatched client service in all product areas ... the long-term. We currently have an opportunity in our Investment Operations Department for a specialist who...: * Oversees initial compliance set-up * Work with Client Service and Investment team on guideline… more
- TD Bank (Marlton, NJ)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of client ... Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas +...ability to generate reports pertinent to the management of client investment portfolios; however, prefers to focus… more
- US Bank (Denver, CO)
- …best investment ideas and practices, and/or consistent with custom client investment policy statements. -Communication and in-person meetings with nonprofit ... excel at-all from Day One. **Job Description** The Senior Client Portfolio Manager/OCIO Nonprofit Specialist is primarily...in the context of developments in markets and the global economy represents a critical, core function of the… more
- HUB International (St. Paul, MN)
- …to assist you along your career development path. As a **Commercial Lines Client Account Specialist ** , you will provide professional, courteous account ... developing relationships with others **Your job responsibilities as a Client Account Specialist :** + Serve as the...HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property,… more
- Bloomberg (San Francisco, CA)
- Client Quant Developer, Specialist Sales -...10, 2024 - Requisition No. 125208 Bloomberg is a global leader in business and financial information, news and ... the information and tools they need to make critical investment decisions and remain connected across all sides of...capture alpha in a highly competitive landscape. As a global team we have people based in London, New… more