- Citigroup (New York, NY)
- …this role will be responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched ... The Research Analyst will be a member of the Global...client base. The position will focus on evergreen (semi-liquid) investment strategies including tender offer funds, interval funds, non-traded/private… more
- Citigroup (Houston, TX)
- …experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** Full time **Primary Location:** Houston ... The Investment Assoc Sr Analyst is a...The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth...of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of… more
- Truist (Brunswick, GA)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more