NewReal Estate Tax Consultant Kforce Inc.Real Estate Tax ConsultantNew York, NY$85–$105Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. Responsibilities: Provide advisory support on real estate-related tax matters, including property tax, transfer tax, and transaction-related considerations.
NewSr. Consultant Mitchell MartinSr. ConsultantNew York, NY$112,000–$212,000 / yearJoin our team as a Senior Consultant where you will lead initiatives to modernize enterprise technology platforms with a focus on AI-driven transformation. You'll collaborate with senior technology leaders to implement strategic solutions, utilizing cutting-edge technology.
NewSenior Operations Consultant - Loan Operations - Lead complex loan administration activities across multiple portfolios Beta-Search, IncSenior Operations Consultant - Loan Operations - Lead complex loan administration activities across multiple portfoliosNew York, NY$68–$82 / hourContractorThe successful candidate will possess deep expertise across syndicated loans, private credit, CLOs, CDOs, and other structured credit products, while partnering with business and technology stakeholders to enhance operational processes and support business transformation initiatives. Seeking a Senior Operations Consultant with extensive Loan Operations experience to support strategic consulting engagements across the asset management and alternative investment industry.
NewSls Consultant, Public Sector Key Account MSCSls Consultant, Public Sector Key AccountHuntington Station, NY$49,686–$78,078 / yearBRIEF POSITION SUMMARY: Key Account Sales Consultant Public Sector (KPS) is critical to driving MSC's Public Sector market position and achieve revenue and profit growth within Public Sector Mid/Large Market customers ($200,000-$5,000,000 potential). With more than one million product offerings and 80+ years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions.
NewSales Consultant II - Hudson County NJ - NYC - Hiring Immediately Guest SupplySales Consultant II - Hudson County NJ - NYC - Hiring ImmediatelyRahway, NJThis outside sales representative utilizes consultative selling techniques in order to maintain and grow sales of amenities, textiles, room accessories, paper, janitorial supplies, cleaning, FF&E and MRO products to hotels, management groups and/or additional markets withinan assigned territory. From providing full-spectrum hospitality and distribution solutions at Guest Supply® and manufacturing award-winning personal care amenities at Gilchrist & Soames, to manufacturing versatile and innovative product assortments that create smarter textile solutions at Manchester Mills, we’re proud to provide products to more than 25,000 hotels in over 100 countries.
NewSales Consultant II - Hudson County NJ - NYC - Career Growth Opportunities Guest SupplySales Consultant II - Hudson County NJ - NYC - Career Growth OpportunitiesJersey City, NJThis outside sales representative utilizes consultative selling techniques in order to maintain and grow sales of amenities, textiles, room accessories, paper, janitorial supplies, cleaning, FF&E and MRO products to hotels, management groups and/or additional markets withinan assigned territory. From providing full-spectrum hospitality and distribution solutions at Guest Supply® and manufacturing award-winning personal care amenities at Gilchrist & Soames, to manufacturing versatile and innovative product assortments that create smarter textile solutions at Manchester Mills, we’re proud to provide products to more than 25,000 hotels in over 100 countries.
NewSales Consultant II - Hudson County NJ - NYC Guest SupplySales Consultant II - Hudson County NJ - NYCRahway, NJThis outside sales representative utilizes consultative selling techniques in order to maintain and grow sales of amenities, textiles, room accessories, paper, janitorial supplies, cleaning, FF&E and MRO products to hotels, management groups and/or additional markets withinan assigned territory. From providing full-spectrum hospitality and distribution solutions at Guest Supply® and manufacturing award-winning personal care amenities at Gilchrist & Soames, to manufacturing versatile and innovative product assortments that create smarter textile solutions at Manchester Mills, we’re proud to provide products to more than 25,000 hotels in over 100 countries.
Internal Investment Consultant - BNY Investments The Bank of New York Mellon CorpInternal Investment Consultant - BNY InvestmentsNew York, NY$52,000–$63,500 / yearThrough an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. In this role, youll make an impact in the following ways: Working both independently and as a team to identify, evaluate and pursue new business opportunities and protect / grow existing client relationships within North American Distribution Channel.
NewPrivate Wealth Management Investment Consultant Morgan StanleyPrivate Wealth Management Investment ConsultantMorristown, NJ$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. POSITION SUMMARY: The Investment Consultant - Wealth Planning Specialist is a senior level resource available to FA/PWA team that is responsible for the development, maintenance and oversight of financial plans for the team's clients, in addition to specializing in the sale of annuities and insurance solutions to complement those financial plans.
Healthcare Investment Consultant Marsh & McLennan Companies IncHealthcare Investment ConsultantNew York, NY$88,000–$176,000 / yearThis role can be based in Chicago, Minneapolis, St. Louis, Los Angeles, King of Prussia, New York, Boston, Norwalk, or Atlanta and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Senior Vice President, Consultant Relations - BNY Investments The Bank of New York Mellon CorpSenior Vice President, Consultant Relations - BNY InvestmentsNY$102,000–$228,000 / yearThrough an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. In this role, youll make an impact in the following ways: Lead US Consultant Strategy: Own and execute the national consultant relations strategy, cultivating relationships with large and complex institutional consultants across the US to drive business growth and influence ratings.
Senior Associate Investment Solutions Consultant New York Life Insurance CoSenior Associate Investment Solutions ConsultantRemote$85,700–$114,400 / yearThis role is ideal for a highly motivated sales professional who thrives in a relationship-driven environment, enjoys coaching and influencing others, and is passionate about helping advisors build successful investment practices. Serving as a trusted consultant and strategic partner to agents, field leadership, and General Office management, you will drive investment product adoption, business growth, and client outcomes across your assigned territory.
Healthcare Senior Investment Consultant Marsh & McLennan Companies IncHealthcare Senior Investment ConsultantNY$162,000–$324,000 / yearp>Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Investment Reporting Consultant RocketFin Consulting LtdInvestment Reporting ConsultantNew York, NY$73–$87 / hourThe TeamThe Investment Reporting team is responsible for reporting the GIA's asset allocation and risk exposures in support of the Chief Investment Officer's report backs to the Investment Committee of the Board of Directors, rating agencies, and business units. This role will support reporting for the General Investment Account (GIA), and will partner with teams across Investment Management, Corporate Finance, Enterprise Risk Management, and external asset managers.
Licensed Investment Services Consultant - PNC Wealth Management The PNC Financial Services Group IncLicensed Investment Services Consultant - PNC Wealth ManagementNJ$37,000–$61,750 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Principal Consultant - Charles River Development - Investment Software Implementation State Street CorpPrincipal Consultant - Charles River Development - Investment Software ImplementationJersey City, NJ$125,000–$215,000 / yearTheir contributions include leading and defining client requirements, configuring and tuning the solution to the client's business and technical needs, training clients, testing workflows and resolving issues before taking the client "live". Inclusion, Diversity, and Social Responsibility: We truly believe our employees diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Investment Quantitative Product Consultant Massachusetts Mutual Life Insurance CompanyInvestment Quantitative Product ConsultantNY$99,800–$131,000 / yearYou'll partner closely with QRD, Portfolio Management, and Technology to turn investment and quantitative needs into scalable, high‑quality solutions-supporting portfolio construction, investment analysis, and scenario testing in an Agile/DevOps environment. As an Investment Quantitative Product Consultant on the Quantitative Product Development team within Quantitative Research & Development (QRD), you'll build and improve the portfolio management and analytics tools used by Portfolio Managers, Quantitative Strategists, and Investment Research teams.
Senior Compliance Consultant - Capital Markets, Commercial and Investment Banking, Institutional B/D and Asset Management (Hybrid - Metro NYC OR Buffalo, NY) M&T Bank CorpSenior Compliance Consultant - Capital Markets, Commercial and Investment Banking, Institutional B/D and Asset Management (Hybrid - Metro NYC OR Buffalo, NY)NY$109,300–$182,100 / yearCapital Markets, Institutional Broker-Dealer, Investment Banking, FOREX, Derivatives and CFTC compliance and operational risk oversight experience preferred Proven track record in risk assessment and control oversight (including significant experience in identifying regulatory compliance and operational risks, control issues, implementing corrective actions and best practices). Analyze and stay current on rules and regulations applicable to the use and sale of Capital Markets, Commercial Banking, Institutional Broker-Dealer, Investment Banking, FOREX, and Derivatives products and services Evaluate and provide guidance with other stakeholders on new and evolving business products and services from a fiduciary and regulatory compliance risk perspective.
Solutions Consultant II (R-19317) Dun & Bradstreet Holdings IncSolutions Consultant II (R-19317)Florham Park, NJCollaborate with the Sales, Product and Marketing teams in creating sales collateral, solution documentation, and RFP responses; creating a continuous loop of ongoing sales training; working with sales and clients to identify potential opportunities for testimonials, white papers, and/or case studies; working with marketing, sales and clients in executing on the testimonials, white papers, and/or case studies; being the voice of customer for product improvements/feedback. Continuously expand expertise in products and solutions, stay up to date with the latest advancements in the markets, industries, and verticals you support; share knowledge with the sales team, product team and other key stakeholders to enhance the collective understanding of our solutions; understand and articulate the differences in competitive solutions.
Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinNY$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Senior Consultant, Industry Solutions, Investment Management - SimCorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimCorpStamford, CT$118,700–$218,600 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantMorristown, NJ!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!...
Senior Consultant - Regulatory Change - Investment Management Deloitte Touche Tohmatsu LtdSenior Consultant - Regulatory Change - Investment ManagementNY$119,000–$218,300 / yearAs a Senior Consultant, you will have opportunities to: Support regulatory change management for investment managers by helping establish and execute end-to-end regulatory change processes (e.g., horizon scanning, regulatory rule requirement applicability and assessment, impact assessments including rule, technology and data analysis, implementation planning, implementation and ongoing monitoring). Help clients understand and respond to key regulatory and industry developments affecting investment management (e.g., rules impacting advisers/funds, trading and markets, disclosures, governance, recordkeeping, data, and third parties).
MSFO Investment Officer - Capital Markets; Global Investment Office, Vice President Morgan StanleyMSFO Investment Officer - Capital Markets; Global Investment Office, Vice PresidentNew York, NY$115,000–$205,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley Family Office ("MSFO") group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.
MSFO Investment Officer - Private Markets; Global Investment Office, Vice President Morgan StanleyMSFO Investment Officer - Private Markets; Global Investment Office, Vice PresidentNew York, New York$115,000–$205,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley Family Office (“MSFO”) group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.
SVP Consultant Relations Voya Financial IncSVP Consultant RelationsNY$175,000–$200,000 / yearGetting Voya IM's best capabilities in front of consultants, moving such capabilities through the various stages of the manager research process at each consulting firm, gaining positive ratings for inclusion in consultant-influenced searches and, critically, securing investor allocations are key to how the chosen professional will be measured and compensated. In addition to a deep and broad set of substantive professional business relationships, this individual will need to have extensive knowledge of the investment business and related investment products, as well as an understanding of how to address the distinct needs of investment consultants and their clients.
Senior Analyst, Alternative Investments Axis Capital HoldingsSenior Analyst, Alternative InvestmentsNew York, NY$160,000–$200,000 / yearThe Alternatives team, as part of AXIS’s Investments team, manages a diversified portfolio of external fund investments and co-investments across private equity, private credit, real assets, and other alternative strategies. We foster an ethical, entrepreneurial, disciplined, and inclusive culture that prioritizes outstanding client service, intelligent risk-taking, and long-term value creation for our shareholders.
Strategic Investment Scout Initio CapitalStrategic Investment ScoutNew York, NY$1,000–$10,000We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across private markets. This role is ideal for professionals already close to deal flow, including operators, brokers, intermediaries, advisors, and networked professionals.
Investment Pipeline Specialist Initio CapitalInvestment Pipeline SpecialistNew York, NY$1,000–$10,000We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional-grade infrastructure across the private markets. This role is ideal for professionals already close to live deal flow, including operators, brokers, intermediaries, advisors, and highly networked professionals.
NewInvestment Strategy Advisor Initio CapitalInvestment Strategy AdvisorNew York, NY$200–$500Investment Strategy Advisors are a key tier of our ecosystem—providing strategic, high-touch guidance to sponsors, funds, and investors while benefiting from both earning opportunities and enhanced credibility across our network. This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of closing capital transactions or leading investment initiatives.
Investment Pipeline Analyst Initio CapitalInvestment Pipeline AnalystNew York, NY$1,000–$10,000We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across private markets. Initio Sphere is onboarding Investment Pipeline Analysts to identify, originate, and introduce qualified investment opportunities to our network of investors and fund managers.
NewInvestment Opportunity Scout Initio CapitalInvestment Opportunity ScoutNew York, NY$1,000–$10,000We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across private markets. This role is ideal for professionals already close to deal flow, including operators, brokers, intermediaries, advisors, and well-networked professionals.
NewInvestment Operations Mentor Initio CapitalInvestment Operations MentorNew York, NY$1,000–$10,000This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of leading investments, scaling operational functions, or executing complex capital transactions. Investment Operations Mentors are a key tier of our ecosystem—providing high-touch operational and strategic guidance to fund managers, deal sponsors, and analysts while benefiting from earning opportunities and enhanced credibility across our network.
NewInvestment Research Scout Initio CapitalInvestment Research ScoutNew York, NY$1,000–$10,000Ideal candidates are professionals already close to deal flow or with access to unique market intelligence, including operators, brokers, intermediaries, advisors, and research-focused professionals. We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across private markets.
Private Investment Scout Initio CapitalPrivate Investment ScoutNew York, NY$1,000–$10,000We connect fund managers, investors, and operators with curated deal flow, institutional-grade analyst support, and execution infrastructure across private markets. Initio Sphere is built for professionals who want real exposure, real upside, and a verifiable deal track record inside a serious capital network.
Senior Associate, Investment Consulting Willis Towers Watson PLCSenior Associate, Investment ConsultingNY$90,000–$120,000 / yearCompany Benefits: WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy, and global research services.
NewFinancial Analyst, Development Investment CBRE Group IncFinancial Analyst, Development InvestmentNew York City, NYIt is preferred, but not required, for candidates to have at least one year of experience in a commercial real estate, finance, investment, or consulting role that required strong analytical, financial, and project management skills. Assist leadership with ad hoc projects and business initiatives by conducting research, gathering data, performing analysis, preparing presentations, and providing actionable insights to support strategic business objectives.
2027 GIP Infrastructure Private Equity Investment Associate BlackRock2027 GIP Infrastructure Private Equity Investment AssociateNew York, New YorkMore specifically, you will collaborate with and help support deal team members on aspects of new platform investments, add-on investments, divestitures and related financings, including but not limited to the following: Taking a role in processing new investment opportunities, ranging from market assessment, to competitive positioning, to initial underwriting and deal structuring; Working on diligence efforts on pursued deals, including business diligence, risk underwriting, and managing external advisors; Building robust flexible financial models to support deal underwriting and deal structuring efforts; Performing ad-hoc analysis to support transaction negotiations; and. Successful candidates will have: 2 – 3 years of investment banking or private equity investing experience or 3 – 5 years of experience at industry companies or consultants in target GIP sectors (energy, transportation, digital, and/or water and waste); Bachelor’s degree with strong GPA from a leading university; Passion for investing, particularly in infrastructure; Previous experience and interest in the power, renewables, utilities and energy sector is a plus .
NewFund & Investment Mentor Initio CapitalFund & Investment MentorNew York, NY$200–$500Fund & Investment Mentors are a critical tier in our ecosystem—providing high-touch guidance to funds, sponsors, and investors, while helping to build the next generation of deal professionals and enhancing visibility and credibility across the network. Initio Sphere is onboarding Fund & Investment Mentors to deliver strategic guidance and mentorship across fund formation, capital raising, investment strategy, and portfolio execution.
NewInvestment Guidance Specialist Initio CapitalInvestment Guidance SpecialistNew York, NY$1,000–$10,000Investment Guidance Specialists are a key tier of our ecosystem—providing strategic, high-touch guidance to sponsors, funds, and investors while benefiting from both earning opportunities and enhanced credibility across our network. Ideal candidates are experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of advising on or closing capital transactions.
Investment Advisory Council Member Initio CapitalInvestment Advisory Council MemberNew York, NY$200–$500The Investment Advisory Council is a premier tier of our ecosystem, providing strategic, high-level guidance to sponsors, funds, and investors while enabling members to monetize their expertise and build verified credibility across the network. Initio Sphere is inviting experienced private capital professionals to join the Investment Advisory Council, offering strategic guidance on fund formation, capital deployment, portfolio oversight, and investment execution.
Investment Connectivity Analyst Initio CapitalInvestment Connectivity AnalystNew York, NY$1,000–$10,000We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across private markets. This role is ideal for professionals with strong relationship management, networking, and capital-introduction experience, including intermediaries, advisors, operators, and consultants.
NewSenior Investment Advisor Initio CapitalSenior Investment AdvisorNew York, NY$200–$500Senior Investment Advisors are a top-tier segment of our ecosystem—providing strategic, high-impact guidance to sponsors, funds, and investors, while benefiting from both earning opportunities and enhanced credibility across our network. This role is ideal for experienced operators, ex-investment bankers, senior fund executives, or consultants with a proven record of leading or advising on private market transactions.
Investment Mentor (Private Capital) Initio CapitalInvestment Mentor (Private Capital)New York, NY$200–$500Private Capital Mentors are a vital tier of our ecosystem—providing strategic, high-touch mentorship to sponsors, funds, and investors while earning opportunities and enhancing credibility across the network. This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of closing capital transactions or leading investment initiatives.
Associate, Healthcare Investment Banking BGC Group IncAssociate, Healthcare Investment BankingNY$125,000–$175,000 / yearThe position requires advanced financial modeling expertise to deliver actionable insights that guide valuations and deal structuring, along with deep knowledge of the biotech and life sciences industry to provide sector-specific insights. Key responsibilities include: leading transaction execution across equity and debt financings, M&A advisory, recapitalizations, and restructurings, serving as the central coordinator among clients, internal teams, and external advisors.
Fixed Income - Research Associate (Emerging Markets & Investment Grade Corporates) The Capital Group Companies, Inc.Fixed Income - Research Associate (Emerging Markets & Investment Grade Corporates)NY$150,155–$240,248 / yearYou have 25 years of experience in credit research, investment banking, buyside/sell-side research or a related field (experience covering emerging markets and/or investment grade corporate credit is preferred). In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capitals annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFG JPMorgan Chase Bank, N.A.Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFGNew York, NYFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. As a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with International Private Bank Advisors to deliver IIS's specialized capabilities to our largest and most sophisticated Family Office clients.
NewAlternative Investments, Product Manager Teachers Insurance and Annuity Association of America (TIAA)Alternative Investments, Product ManagerNew York, NY$162,000–$205,000 / yearCommercial Mindset, Consultative Communication, Continuous Improvement Mindset, Investment Strategy Acumen, Market/Industry Dynamics, Nuveen Products/Services Acumen, Product Design, Product Development, Product Management, Product Opportunity Assessment, Product Performance/Improvement Monitoring, Research Synthesization, Technical Writing. Creates strategic product plans that evaluate and refine alternative investment vehicles, including Collective Investment Trusts (CITs) and other relevant structures, based on financial, regulatory, operational, and market considerations; plans will include implementation, marketing, and sales components.
Global Investment Office, Portfolio Manager UHNW Team, Vice President Morgan StanleyGlobal Investment Office, Portfolio Manager UHNW Team, Vice PresidentNew York, NY$140,000–$200,000 / yearEngage with Morgan Stanley Financial Advisors and clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO spaceEnsure the smooth functioning of administrative and operational activities, including those involving trading and reportingPartner with internal advisors / consultants and OCIO's business development team to win new clients and raise new assetsIn collaboration with other subject matter experts, create commercial intellectual capital for use with clients and prospects to engage on topics related to the areas of expertiseKnowledge and skills:6-8 years of investment-related experience serving individuals and families in a wealth management or investment consulting capacity. Responsibilities:Build and manage multi-asset class investment models for OCIO's UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasksWork closely with Technology and cross-functional counterparts to provide clear specifications and requirements for model implementation and platform enhancements.
Head of OCIO Insurance - Global Investment Office, Executive Director Morgan StanleyHead of OCIO Insurance - Global Investment Office, Executive DirectorNY$175,000–$265,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Deep working knowledge of insurance regulatory capital and reporting frameworks (e.g., NAIC/RBC, statutory accounting; plus exposure to Bermuda/Solvency II/IFRS as relevant), and ability to translate constraints into portfolio construction and tradeoffs.