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Job Opportunity In Locust Valley, New York.

Review marketing materials, due diligence responses, investor communications and other fundraising and reporting related materials across various investment strategies to ensure compliance with the Investment Advisers Act marketing rules ("the new marketing rule") and regulatory and compli

Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and oversight of investment solutions, and in providing ...

Vice President, Path To Advice.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve clients worldwide including corporations, governments, and individual...

Client Service, Investment & Operations Associate.Industry: Wealth Management (RIA).Rye, NY (Westchester): Primarily Remote 1-2 times per month in office (except for initial in-person training during the first month).Compensation: $80k-105k doe plus bonus, full benefits.A well-established boutiqu...

AQR is a global investment firm built at the intersection of financial theory and practical application.We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing.By ...

They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and manag...

AQR is a global investment management firm built at the intersection of financial theory and practical application.We strive to deliver superior, long-term results for our clients by looking past market noise to identify and isolate what matters most, and by developing ideas that stand up to rigo...

Immigration sponsorship or work visa is not available for intern / full-time Analyst positions and candidates must have permanent authorization to work in the U. Analyst I Mergers & Acquisitions (Cleveland, OH). Citizens Bank is seeking Investment Banking Analysts to join the Capital Markets & Ad...

Alternative Investment Integrated Marketing Manager.Capital is hiring an Alternative Investment Integrated Marketing Manager to cover iCapital's distribution partnership with a large wealth management client.This individual will report to the Head of Center of Excellence, Shared Services at iCapi...

Coordinate with investment professionals, ESG, and finance teams on climate-focused reporting.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Field Service team is part of the Field Management division.One of the primary goals of the Field Service team is to ensure...

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD...

Wealth Management Risk Manager.Wealth Management Risk functions as an in-business risk unit to provide risk assessment and management for investment options offered within Wealth Management.WM Portfolio Risk, within WM Risk, oversees investment, conduct, and operational risks arising from Wealth ...

Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Citi Private Bank - UHNW Private Banker - Dir / MD. Banking, Financial Services, and Investment Banking.

A successful Portfolio Implementation, Trading and Financing Analyst will become intimately familiar with global financial markets, financial economics, asset management, quantitative investing and AQRs investment philosophy. AQR is a global investment firm built at the intersection of financial ...

The Vice President of Risk Management is responsible for designing and executing an integrated risk strategy that protects the organization’s people, assets, and financial performance across all business lines—development, construction, investment, and property management with assets in 14? stat

Capital is powering the world’s alternative investment marketplace.Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.Capital servic...

Minimum of 3 years of experience in financial services. Collaborate with clients to develop customized wealth management strategies, tailored to their financial and investment objectives. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc.

Starwood Capital Group is a private investment firm with a core focus on real assets globally. The individual will be exposed to multiple aspects of Starwood Capital Group's investor relations process, with a focus on personalized reporting for current investors and the preparation of custom resp...

About AQR Capital Management .AQR is a global investment firm built at the intersection of financial theory and practical application.We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that

As a Client Solutions Specialist, you will be working with the US Solutions Team. The Role** + Using your expanding knowledge of the retirement plan landscape to assist the Solutions Team to support the US Investments business + Create client customized solutions to meet their unique needs

Provide quantitative support to risk managers, including monitoring of investment risk and market risk measures, across portfolios and asset classes. Support daily risk processes, including active risk management as well as limits monitoring and related escalation procedures. Familiarity with fin...

Investment Advisory Legal Attorney. The Attorney will be part of the Investment Advisory legal team currently consisting of 6 attorneys and will be a member of a broader group of attorneys servicing Morgan Stanley Wealth Management's products and services. The team serves as legal advisors to Mor...

Our Company provides a state of predictability which allows brokers and agents to act with confidence.Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.Along the way, we’ve been listed...

Asset Manager Job Duties: Manages client assets according to investment preferences and goals. Coordinates with property managers, brokers and other third parties.

Our Company provides a state of predictability which allows brokers and agents to act with confidence.Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.Along the way, we've been listed...

Choice of several affordable and competitive health insurance plans Dental and vision insurance plans at no additional cost Membership in the NYS Employee's Retirement System NYS Deferred Compensation Investment Plan Eligibility to apply for Public Service Loan Forgiveness (PSLF) (full-time emplo...

Minimum of 3 years of experience in financial services. Job Responsibilities:** Collaborate with clients to develop customized wealth management strategies, tailored to their financial and investment objectives. The term “Raymond James” includes, but is not limited to Raymond James Financial

AQR is a global investment firm built at the intersection of financial theory and practical application.We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing.By ...

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge t...

Starwood Capital Group is a private investment firm with a core focus on real assets globally. Over the past 33 years, Starwood Capital has invested in over $260 billion of assets, including properties within every major real estate asset class. The Starwood Capital Investor Relations and Global ...

Reviewing offering documents (private placement memoranda, limited partner agreements, side letters), early stage transaction documents (NDAs, term sheets, agreements), subscription agreements and ongoing fund communications. A minimum of three (3) years' relevant experience at a top quality law ...

Real Estate Asset & Investment Strategy Director.

Assist in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.

This role requires an experienced investment professional with alternative investment knowledge, exceptional relationship management, communication and influencing skills and strong sales experience. This role will be responsible for working with our client's advisors, bankers, investment counsel...

Gima Alternative Investment Due Diligence Analyst Real Assets.Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions.These services include brokerage and investment advisory, financial and wealth planning...

Morgan Stanley's Outsourced Chief Investment Office (OCIO), part of the WM Global Investment Office, provides portfolio management to clients of Morgan Stanley Wealth Management.OCIO partners with Morgan Stanley Advisors and Consultants, across all client channels, to offer portfolio management s...

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for o...

AQRs Research Engineering team is seeking a passionate technical engineer to fortify our business initiatives in QRD, focused on our Portfolio Implementation group. The process of turning quantitative insights into actionable investment strategies is a critical component of AQRs success, and as a...

Our Company provides a state of predictability which allows brokers and agents to act with confidence.Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.Along the way, we’ve been listed...

Our Company provides a state of predictability which allows brokers and agents to act with confidence.Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.Along the way, we've been listed...

Our Company provides a state of predictability which allows brokers and agents to act with confidence.Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.Along the way, we've been listed...

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their sho...

Compliance experience, preferably in Investment Management or with a Consulting Firm that services Investment Managers.

The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset.As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for hig...

Our client is a leading private investment firm located in Greenwich, CT.This position will act as the gatekeeper to the Head of Marketing/IR while also providing supplemental assistance to the team as needed.Support the Head of Investor Relations/Marketing with complex calendar, phone line cover...

Position Name: Systems Engineer (Dedicated).Reports to: Client Technology Manager.Location/Type: Greenwich, CT/Onsite.Atlas Technica's mission is to shoulder IT management, user support, and cybersecurity for our clients, who are hedge funds and other investment firms.Founded in 2016, we have