- Merck & Co. (Rahway, NJ)
- …automation opportunities and results based upon analysis, including requests for investment to senior management .Defining and documenting policies, standards, ... in the world and are dedicated to providing innovative solutions for tomorrow. The position of CMDB & Discovery...The position of CMDB & Discovery Analyst / Sr. Specialist has responsibility for s upporting the standardization, design,… more
- PNC (Louisville, KY)
- …respected, valued and have an opportunity to contribute to the company's success. As an Investment Management Solutions Specialist within the PNC Asset ... advisors. + Serves as lead functional expert for the investment management workstation and other strategic ...able to leverage that information in creating customized customer solutions . + **Managing Risk** - Assessing and effectively managing… more
- JPMorgan Chase (Los Angeles, CA)
- …written communications sent to all advisors + Partner with centralized Wealth Management Solutions teams on Product Content, business requirements, field ... The role works collaboratively with Field Leadership, Managed Solutions and Product/Asset Class Specialist teams...Specialist teams to implement the JP Morgan Wealth Management strategy to JP Morgan Advisors. The individual will… more
- Bank of America (Modesto, CA)
- Investment Management Specialist Modesto,... solutions **Skills:** + Causation Analysis + Financial Management + Investment Management + ... such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and...leveraging specialists and financial planning tools to deliver holistic investment solutions . This position is subject to… more
- JPMorgan Chase (New York, NY)
- …duration, global bonds, structured products, mortgages and tax-aware strategies. As an Investment Specialist , you will actively engage in maintaining and ... all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions ...and managing our business within a team-based structure. The Investment Specialist 's (IS) role is to know… more
- Bank of America (San Francisco, CA)
- Private Wealth Investment Management Specialist San Francisco, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and… more
- Bank of America (Pennington, NJ)
- Internal Investment Advisory Specialist Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... power to make a difference. Join us! **Job Description:** The Internal Investment Advisory Specialist (IIAS) will support Financial Advisors, Client Associates,… more
- Wellington (Boston, MA)
- …to clients in over 60 countries, visit our website to see our assets under management . Our innovative investment solutions are built on the strength of ... **About Us** **Wellington Management ** offers comprehensive investment management...nearly all segments of the global capital markets. Our investment solutions , tailored to the unique return… more
- JPMorgan Chase (New York, NY)
- …liquid alternatives and hedge funds. As an Asset Management - Hedge Fund Investment Product Specialist - Vice President within JP Morgan Asset Management ... JP Morgan Asset Management is the world's third-largest alternatives manager, with...manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment … more
- Morgan Stanley (Seattle, WA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management * **Title:** * Investment Operations Specialist - ... wide range of investment banking, securities, wealth management and investment management services....all tasks throughout the day. ABOUT THE ROLE The Investment Operations Specialist works closely with the… more
- JPMorgan Chase (New York, NY)
- …Duties: Serve as a subject matter expert on a range of alternative investment solutions , including private equity, private credit, hedge funds and real ... plus 3 years of experience in the job offered or as an Investment Specialist , Financial Analyst, or related occupation. Skills Required: Requires experience… more
- Bank of America (Pennington, NJ)
- … Advisory Program (IAP) combines the advice and guidance of an Advisor with investment solutions backed by the research and insights of Merrill Lynch in ... Investment Advisory Specialist Pennington, New Jersey...of an internal partner and other specialists with the Investment Solutions Group to collaborate and bring… more
- PNC (Philadelphia, PA)
- …Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's Asset Management Group Investment Office organization, you will be based in ... be performed remotely, at the manager's discretion. This position will focus on investment manager operational research and product management as well as working… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Approval to Transact team as part of Corporate and ... Banking (CIB) Operations group. As a Lead Institutional Investment Operations Specialist you will assume a...assets + Ability to articulate issues, risks, and proposed solutions to various levels of staff and management… more
- Nuveen Investments (New York, NY)
- … investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of ... In this role, the Reconciliation Specialist will be responsible for all reconciliations for a group of funds and separately managed accounts. **Key Responsibilities… more
- Santander US (New York, NY)
- …related field. (Pref.) Work Experience: + 12+ Years Business Development, Product Specialist Management , or related experience. Skills and Abilities: + ... Specialist , Private Debt Mobilization (PDM) - Corporate & Investment Banking (CIB) New York, United States of America...flow of business to the bank and efficient financing solutions to our clients. Uses knowledge of markets, industries,… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Lincoln, Rhode Island **Job Description:** At Bank of America, we are guided by a ... central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies clients' needs and… more
- Bank of America (Pennington, NJ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66). Pennington, New Jersey;Rolling Meadows, Illinois **Job Description:** At Bank of ... a central entry point into a fully licensed financial services career. An Investment Specialist Trainee (responsibilities): * Identifies clients' needs and find… more
- JPMorgan Chase (Westerville, OH)
- At JP Morgan Wealth Management , we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while ... and inclusion. As a New Client Development Professional in JP Morgan Wealth Management , you will spend your day providing an exceptional client experience by… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Asset Services team as part of Corporate and ... corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales,… more
