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Research Jobs in Pleasant Hill, IA

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Investment Banking Vice President - IB Healthcare Jefferies Llc

New York, NY

Work on several projects simultaneously, collaborating with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Mergers and Acquisitions, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs. Either (i) Bachelor’s degree from an accredited college or university AND 6+ years of Investment Banking experience (or equivalent experience) or (ii) MBA degree (or equivalent graduate degree) from an accredited college or university AND 3+ years of Investment Banking experience; ideally in the Medical Technology sector.

27 days ago

SVP, Head of OTD Development Jefferies Llc

New York, NY

$200,000–$275,000 / year

The successful candidate will initially operate as a solo contributor, delivering immediate value to the business while building out a team of 1-2 members in the near term, growing to 4-6 as the business scales. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.

27 days ago

Investment Banking Sr. Associate/Vice President | Secondary Advisory (GP) Jefferies Llc

New York, NY

$200,000–$275,000 / year

The Associate/VP will play a central role in execution leadership, sponsor relationship management, and transaction structuring, working closely with Managing Directors, senior distribution professionals, and sector banking teams. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.

27 days ago

Investment Strategy, Private Markets - Vice President iCapital

New York, NY

$160,000–$200,000 / year

Working alongside other investment strategists and private markets specialists, this role will help strengthen the teams collective research capabilities and thought leadership efforts as iCapitals private markets platform and client engagement activities continue to scale. The ideal candidate will possess deep private markets expertise and the ability to translate complex research and investment themes into clear, actionable messaging for financial advisors, clients, and distribution teams.

27 days ago

Asset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, Associate The Goldman Sachs Group Inc

New York, NY

$100,000–$170,000 / year

The ETF Portfolio Management Team within WIS is responsible for the oversight and management of ETF portfolios, including portfolio rebalancing, cash management, risk management and other day-to-day portfolio-related activities. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

30+ days ago

Citi Wealth - Wealth Relationship Manager - Manhattan Citigroup Inc.

New York, NY

$88,400–$132,600 / year

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

30+ days ago

Credit Risk Manager, Wealth Management – U.S. Commercial Real Estate - Vice President Deutsche Bank

New York

The function independently assesses transactions, monitors portfolios, advances risk-measurement practices, and helps maintain a strong, bank-wide risk culture across credit, market, operational, enterprise, and liquidity risk. Maintain strong credit and operational discipline by ensuring that trades are properly booked and recorded, covenants and conditions are monitored on time, credit terms are documented accurately, and risk-reporting systems contain complete, timely, and accurate information.

30+ days ago

Wealth Manager II - Warsaw Wealth Center ESL Federal Credit Union

Warsaw, NY

$113,031–$142,495 / year

Develop and deliver comprehensive financial planning - addressing retirement, long-term cash flow, tax-efficient accumulation and distribution strategies, estate planning considerations, risk management, business succession, and legacy planning. The position is responsible for developing and implementing comprehensive wealth management plans for clients' unique financial priorities utilizing firm planning software.

30+ days ago

Senior Product Manager - Wealth Management City National Bank

New York, NY

Remote

$122,535–$208,715 / year

Partnering with stakeholders: Collaborate effectively with various internal stakeholders, including product managers, sales teams, compliance, legal, finance, marketing, and management, to ensure successful product management. Product Development and Innovation: Plays a key role in the development and launch of new wealth management products and services, ensuring they meet client needs and market demands per client segmentation guidelines.

30+ days ago

FSO Business Transformation - WAM, Wealth Manager Ernst & Young Global Ltd

New York, NY

$128,400–$235,300 / year

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance.

9 days ago

Wealth Management Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)

White Plains, NY

$71,300–$80,500 / year

Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.

30+ days ago

Citi Wealth - Wealth Relationship Manager SAFE ACT -- Howard Beach Citigroup Inc

$88,400–$132,600 / year

24 days ago

Citi Wealth - Wealth Relationship Manager - Flushing, NY Citigroup Inc

Flushing, NY

$88,400–$132,600 / year

30+ days ago

Private Wealth Manager Bonadio & Co LLP

New York City, NY

$125,000–$175,000 / year

The Private Wealth Manager will lead complex compliance engagements, provide proactive planning and consulting, develop team members, and help strengthen the day-to-day delivery capacity needed to support the Firm's growing private wealth client base. This role will serve high-net-worth and ultra-high-net-worth individuals, multi-generational families, family offices, trusts, estates, and related investment entities.

28 days ago

Financial Services Technology Consulting - Wealth and Asset Management - Manager - Private Markets Ernst & Young Global Ltd

New York, NY

$142,600–$261,500 / year

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Support solution design and implementation across traditional and alternative investment systems, including: Aladdin, Charles River, SimCorp, Eagle, Geneva, Investran, eFront, DealCloud, Yardi, LemonEdge, 73 Strings, Dynamo, iLEVEL, and related data or workflow tools.

30+ days ago

Merrill Center for Family Wealth Associate-Business Support Manager Bank of America

Stamford, New York

US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CT - Stamford - 301 TRESSER BLVD (CT9301), US - NJ - Jersey City - 525 Washington Blvd (NJ2525), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - NJ - Pennington - 1500 American Blvd - Hopewell Bldg 5 (NJ2150), US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544), US - NY - New York - 225 LIBERTY ST (NY3002). Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

25 days ago

Senior Audit Manager, Wealth Management Canadian Imperial Bank of Commerce

New York, NY

$120,000–$165,000 / year

Partnership and advisory support - Build trusted relationships with management, participate in select U.S. region committees to stay informed on current issues, and provide practical advice on business risks, controls, and governance matters. You bring 10+ years of progressive experience, including internal audit experience within a large U.S. bank, wealth management firm, or registered investment advisor, with a focus on investment, advisor, and trust-related audits.

10 days ago

Private Wealth Manager Bonadio & Company LLP

New York City, NY

$125,000–$175,000 / year

30 days ago

Senior Relationship Manager, Wealth Management-Software State Street Corp

New York, NY

$110,000–$188,750 / year

As the Senior Client Manager focused on Wealth Management clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Charles River Senior Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.

3 days ago

Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, New York The Goldman Sachs Group Inc

New York, NY

$125,000–$290,000 / year

As part of one of the world''s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Assist in educating and advising clients on external investment manager public equity, fixed income and real asset strategies, including providing insights on manager due diligence and selection, portfolio construction, performance and risk evaluation, as well as vehicle selection and fees.

30+ days ago

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Research Jobs in Pleasant Hill, IA

Investment Banking Vice President - IB Healthcare Jefferies Llc

SVP, Head of OTD Development Jefferies Llc

Investment Banking Sr. Associate/Vice President | Secondary Advisory (GP) Jefferies Llc

Investment Strategy, Private Markets - Vice President iCapital

Asset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, Associate The Goldman Sachs Group Inc

Citi Wealth - Wealth Relationship Manager - Manhattan Citigroup Inc.

Credit Risk Manager, Wealth Management – U.S. Commercial Real Estate - Vice President Deutsche Bank

Wealth Manager II - Warsaw Wealth Center ESL Federal Credit Union

Senior Product Manager - Wealth Management City National Bank

FSO Business Transformation - WAM, Wealth Manager Ernst & Young Global Ltd

Wealth Management Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)

Citi Wealth - Wealth Relationship Manager SAFE ACT -- Howard Beach Citigroup Inc

Citi Wealth - Wealth Relationship Manager - Flushing, NY Citigroup Inc

Private Wealth Manager Bonadio & Co LLP

Financial Services Technology Consulting - Wealth and Asset Management - Manager - Private Markets Ernst & Young Global Ltd

Merrill Center for Family Wealth Associate-Business Support Manager Bank of America

Senior Audit Manager, Wealth Management Canadian Imperial Bank of Commerce

Private Wealth Manager Bonadio & Company LLP

Senior Relationship Manager, Wealth Management-Software State Street Corp

Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, New York The Goldman Sachs Group Inc

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