NewEntry-Level Financial Specialist New York Life-NJ General OfficeEntry-Level Financial SpecialistNewark, NJ$60,000–$90,000 / yearAct as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects. Our company, with its rich 180+ year history and a reputation for excellence, offers a supportive environment where you can grow your career while making a real difference in people's lives.
Senior Vice President, Credit Investment Specialist (Wealth Channel) Brookfield CorpSenior Vice President, Credit Investment Specialist (Wealth Channel)New York, NY$225,000–$300,000 / yearThere will be significant collaboration with members of the firm's credit portfolio managers across Brookfield (Real Estate, Infrastructure and Investment Solutions) as well as across Oaktree and other "partner managers" and with client relationship managers ("CRMs"), marketing, fundraise and due diligence management, and other groups. Product knowledge: be a subject matter expert on Brookfield's Credit offerings and investments by participating in internal investment and asset management meetings to be able to communicate the group's investments and philosophy effectively to investors and the market.
Private Bank, Portfolio Solutions Group - Head of Equity Investment Specialists, Executive Director JPMorgan Chase Bank, N.A.Private Bank, Portfolio Solutions Group - Head of Equity Investment Specialists, Executive DirectorNew York, NYFull timeThe successful candidate will have: 10+ years of relevant experience, preferably experience in direct investing, client portfolio management, or an investment specialist role at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (e.g. Our 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.
Senior Vice President, Credit Investment Specialist (Wealth Channel) Brookfield Corp.Senior Vice President, Credit Investment Specialist (Wealth Channel)New York, NY$225,000–$300,000 / yearThere will be significant collaboration with members of the firm's credit portfolio managers across Brookfield (Real Estate, Infrastructure and Investment Solutions) as well as across Oaktree and other "partner managers" and with client relationship managers ("CRMs"), marketing, fundraise and due diligence management, and other groups. Product knowledge: be a subject matter expert on Brookfield's Credit offerings and investments by participating in internal investment and asset management meetings to be able to communicate the group's investments and philosophy effectively to investors and the market.
U.S. Private Banker - Investment Specialist - Vice President JPMorgan Chase Bank, N.A.U.S. Private Banker - Investment Specialist - Vice PresidentNew 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
IPB - Investment Specialist - GFG JPMorgan Chase Bank, N.A.IPB - Investment Specialist - 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Calvert Responsible Investment Specialist - Associate Morgan StanleyCalvert Responsible Investment Specialist - AssociateNew York, NY$90,000–$165,000 / 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. The Associate will work closely with senior members of the team, Portfolio Managers, Research and Engagement teams, Sales, Marketing, and Compliance to help develop clear, accurate, and client-ready materials for institutional audiences.
Customer Success Specialist - Investment Banking & Advisory Octus Intelligence IncCustomer Success Specialist - Investment Banking & AdvisoryNew York, NY$70,000–$75,000 / yearSince 2013, tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals have come to rely on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets. Partner directly with Senior Customer Success Managers on high-priority and high-spend accounts, supporting client prep, new user onboarding and follow-ups while gaining exposure to complex workflows.
Senior Sales Specialist - Investment Banking London Stock Exchange Group PlcSenior Sales Specialist - Investment BankingNew York, NY$120,000–$200,000 / yearThis is a quota-bearing sales role responsible for developing and closing solutions sales opportunities across a dedicated client portfolio, including M&A Advisory, Capital Markets, Corporate Development, Legal Advisory, and Private Equity communities. You will bring knowledge of financial markets and customer workflows to conversations with clients and collaborate with colleagues across Sales, Account Management, and Product Management.
Specialist, Business Development, Investment Funds & Private Capital Paul Hastings LLPSpecialist, Business Development, Investment Funds & Private CapitalNew York, NYA genuine interest in the space and eagerness to learn is essential; Excellent verbal and written communication skills, including attention to detail and proofreading; Proficiency in MS Office suite, including Excel and PowerPoint, with the ability to learn new tools as needed; Understanding of how business development and marketing support attorneys and client relationships in a law firm setting; Working knowledge of marketing principles and how they apply in a professional services context; and. Project manage and draft submissions for legal and industry directories, awards and rankings; Work with team members on media relations, editorial projects, design and digital marketing initiatives; Collaborate with the events team and attorneys to plan and execute client events.
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Investment Product SpecialistNew York, NYFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Customer Success Specialist - Investment Banking & Advisory OctusCustomer Success Specialist - Investment Banking & AdvisoryNew York, NY$70,000–$75,000 / yearPartner directly with Senior Customer Success Managers on high-priority and high-spend accounts, supporting client prep, new user onboarding and follow-ups while gaining exposure to complex workflows. The Customer Success Specialist will be responsible for a small book of clients with the goals of increasing user adoption, driving retention rates and developing relationships within the investment banking and advisory space.
NewRelationship Specialist - Investment Resources The Capital Group Companies IncRelationship Specialist - Investment ResourcesNew York, NY$125,909–$201,454 / yearAs an Investment Resources Relationship Specialist, you will partner with the Investment Resources Relationship Manager to influence sales growth within Capital Group's strategic intermediary firms in North America by expanding platform access and servicing home office research groups. You will partner closely with the Relationship Managers to build and maintain relationships with strategic intermediaries by developing and executing business plans, delivering traditional and nontraditional resources, and proactively engaging clients.
Asset Management, Tax Smart Investment Specialist, Vice President JPMorgan Chase Bank, N.A.Asset Management, Tax Smart Investment Specialist, Vice PresidentNew York, NYFull timeAs a Tax Smart Investment Specialist - Vice President on the Custom Management Account Solutions team team you will be responsible for all commercial and client-facing activity within the investment team, partnering with portfolio managers, researchers, technologists, and other functions in growing the business and delivering the best possible service to both internal and external parties. Morgan Asset Management (JPMAM)'s Custom Management Account Solutions (CMAS) group is responsible for over $70bn in AUM across active and indexed tax-aware strategies, including long-short strategies, active strategy tax-overlays, and direct-indexing.
Biotech Investment Analyst - Specialist Fund MercorBiotech Investment Analyst - Specialist FundNew York, New YorkRemote$125–$200 / hourProvide overall company and asset assessment, including mechanism, clinical data, competitive position, and value drivers. For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome.
Investment Management Agreements Specialist - Vice President Morgan StanleyInvestment Management Agreements Specialist - Vice PresidentNew York, NY$150,000–$225,000 / 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. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Senior Specialist - Solutions & ALM, Investments AXA SASenior Specialist - Solutions & ALM, InvestmentsNew York, NY$107,600–$161,400 / yearBy combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business property, casualty, professional, financial lines and specialty. Monitor global markets and cross-asset opportunities to provide insights and optimize portfolio positioning through derivatives strategies Work closely within team and brokers contributing towards analysis implementation and monitoring of various derivative trades.
Alternative Investments Perpetual Funds Platform Specialist Bank of America CorpAlternative Investments Perpetual Funds Platform SpecialistNew York, NY$100,800–$151,800 / yearResponsibilities:Partners with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments PlatformResponds to inquiries on existing funds from financial advisors and sales teamMaintains relationships with fund managers/administrators and develop financial advisor communicationsActs as liaison for operational issues between Alternative Investments and fund managers/administrators including review of AML documentsRequired Qualifications:2+ years of general financial services experienceStrong communication skills, ability to collaborate across business groupsAbility to multi-task and simultaneously manage daily responsibilities and projectsSelf-starter and creative thinkerHistory of process improvementExcel, Word and PowerPoint skillsDesired Qualifications:Bachelor's Degree, preferably in business.2+ years experience in alternative investmentsSkills:Analytical ThinkingCustomer and Client FocusFinancial Forecasting and ModelingMonitoring, Surveillance, and TestingRisk ManagementCausation AnalysisClient ManagementMarket AnalysisProduct Marketing and BrandingRelationship BuildingNegotiationNetworkingPresentation SkillsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Job Description:Serve as primary Global Product & Strategy liaison with Operations, Client Services, Systems and Project Management for products and processes that cross multiple lines of business (CFA) and market segments.
Credit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - New York City Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - New York CityNew York, NYHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Responsibilities: Partners with relationship management and product partners to assess clients' credit needs and create solutionsLeads loan structure conversations and negotiates loan documentation with clients and internal/external legal partnersDrives credit and risk approval processes for new credit originations, renewals, increases, and modificationsLeads ongoing monitoring efforts for a portfolio of clients in compliance with regulations, policy and proceduresDrives the growth of funded loans and revenue while mitigating risks, maintaining asset quality and adhering to regulatory requirementsServes as an escalation point for complex credit transactionsMentors and supports associatesCultivate relationships with Merrill advisors to identify credit opportunities, support client outreach and implement SBL loan facilitiesDevelop and execute lending strategy and initiatives, in partnership with Merrill market leadership, to achieve SBL growth objectivesEducates Advisors and key partners on SBL capabilities and risk appetite to increase engagement and penetrationRequired Qualifications: 8+ years of experience in commercial or wealth management lending or providing wealth management solutions in partnership with advisorsEffective collaboration with Merrill leadership and advisors and partners to consistently deliver SBL solutions to wealth management clientsStrong oral and written communicationOrganized and can handle/prioritize ongoing business development across multiple Merrill marketsAbility to work well with underwriting, risk, and other business partnersFINRA 7 and 63 (or 66) licenses (if not currently licensed, must be completed within 120 days of start date).Desired This GWIM Credit Securities Based Lending (SBL) Specialist role is responsible for delivering securities-based lending solutions to wealth management clients in Merrill, and growing loan balances, through effective partnership with Merrill advisors and market leadership within the assigned geographic territory.
Implementation Specialist - Wealth Investment Software Implementation / Charles River Development - Officer State Street CorporationImplementation Specialist - Wealth Investment Software Implementation / Charles River Development - OfficerClifton, NJ$70,000–$118,750 / 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". Consultants in our Wealth Management practice serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) at our wealth management clients.