... investment strategies. * Fund Marketing: Develop and execute a compelling fundraising strategy that ... and financial advisors. * Reporting & Transparency: Coordinate and deliver quarterly and annual ...
Metis Search are currently mandated by a leading Global Investment Bank who are adding Analysts, Associates and Vice Presidents to their Healthcare group in New York. We are keen to connect with ...
AccountAbility is a global consulting and standards firm that works with businesses, investors ... Build relationships with active clients to serve as a trusted advisor, providing strategic market ...
Financial Advisor / Wealth Management Advisor Career Description: Financial Advisor Role at ... investment options, and more. If you're dedicated to helping others in a role that is very ...
... and Senior Advisors · Strong proficiency in Microsoft Excel and PowerPoint What You'll Do (Responsibilities) · Screen and evaluate new investment opportunities, including spearheading the ...
Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Senior Financial Advisor to formulate and implement comprehensive investment and financial ...
Analyst, Power, Energy & Infrastructure Investment Banking Location: New York, NY, In office Firm ... party advisors * Organize and participate in marketing and client meetings * Conduct industry and ...
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross ...
Proven experience as a Financial Consultant or similar role, with a strong background in investments. * CFP, CFA, CPA, JD, or MBA required. * Proficiency in financial analysis tools, advanced Excel ...
... 34+B investment adviser focused on leveraged loan, high yield bond, and structured credit (CLO debt and equity) investments. Through fundamental credit analysis and active portfolio management ...
S. Registered Investment Advisor; and * Support any other compliance and legal initiatives as necessary. Qualifications * Bachelor's degree or equivalent in a related field with 3-5+ years of ...
... Investment Advisers Act, FINRA rules, Investment Company Act, Securities Act, and ERISA · Partner with business, operational and risk teams through all stages of the development of new advisory ...
Our client, a leading SEC-registered investment advisor with over $15B in assets, is seeking a dynamic, team-oriented lawyer to join their Legal & Compliance team. This role offers the opportunity to ...
Provide business teams compliance guidance, i.e., Advisor Teams, Investment Operations, Portfolio Management, Trade Desk Team, Investment Product Team. * Identify areas for improvement within ...
Jefferies, the global investment banking firm, has served companies and investors for over 60 years ... In this role you will collaborate with industry coverage and banking product partners to advise ...
This role offers the chance to work within a well-established compliance team focused on investment advisor compliance for credit strategies, including BDCs. Position Overview: * Perform compliance ...
A solid understanding of the Investment Advisers Act of 1940, the Investment Company Act of 1940, and other regulatory requirements is essential. Familiarity with capital markets, equity instruments ...
The brand is comprised of Lime Trading Corp., an SEC-registered broker-dealer, Lime Advisory Corp., an SEC-registered investment adviser, and Lime Crypto LLC. Securities are offered through these ...
Provide advice regarding regulatory matters pertaining to a wealth management and asset management business, including the Investment Advisers Act, FINRA rules, Investment Company Act, Securities Act ...
Act as a trusted advisor in engagements, with exposure to public market activities. * Mentorship ... Investment Banking Experience : 3-5 years in investment banking, ideally with experience in public ...
... investment adviser specializing exclusively in impact investing. We serve individual and institutional investors who wish to create positive social and environmental outcomes while seeking ...
... Investment Advisor team Requirements Or Skill Sets * 1-5 years of sales, advisory, or financial services experience * Finance or Business degree * Strong interest in alternative assets, financial ...
Provide advice regarding regulatory matters appropriate for a wealth management and asset management business, including the Investment Advisers Act, FINRA rules, Investment Company Act, Securities ...
Experience with mutual funds, ETFs, closed-end funds, independent trustees/directors, registered investment companies and investment advisers * Outstanding academic credentials and license to ...
