Investment jobs in White Plains, New York - Page 2Create job alerts

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. Ensures all new clients receive the complete on-boarding experience, which includes: a thoro

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment

Investment Services Professional.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 individuals

This is a unique opportunity to join a niche, recession resilient industry as an Acquisition Advisor assisting with the acquisition of active cell sites from owners, as part of a key digital infrastructure investment platform. Experience in commercial real estate, telecom, digital infrastructure, or

With strong financial support from a leading global investment firm, Summit Partners, InnovaCare combines management expertise, value-based solutions, best-in-class technology and data analytics to achieve industry-leading outcomes and deliver the best possible experience to members and patients. Ph

Verition focuses on global investment strategies including Credit, Fixed Income & Macro, Convertible & Volatility Arbitrage, Event-Driven, Equity Long/Short & Capital Markets, and Quantitative Strategies.

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

Portfolio Construction And Cross-Asset Strategy.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 a

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 adv

Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Our client is a dynamic financial services firm focusing on innovation and client-first solutions in order to deliver personalized strategies across investment, planning, and risk management.Our client is

Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement, etc. Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Morgan Stanley at Work COO team supports various business areas, including Global Public Equity, Global Private Markets, Exec

Vice President (AQR Capital Management, LLC, Greenwich, CT). Lead strategic initiatives and drive growth for AQR Capital Management's investment strategies.

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

Junior Portfolio Manager IDPC, Associate.Capital is seeking an Associate to join the Portfolio Management team.The investment professional will play an integral role in supporting the growth of both our evergreen registered fund business and our Direct Private Investment program.Help prepare investm

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.Today the Berkley brand comprises m

The Relationship Management Group (RMG) serves as the centralized point of contact for current and prospective third-party asset manager/investment firms at Morgan Stanley Wealth Management. The Director of Asset Manager Engagement & Sponsorships will be responsible for securing approximately $20m i

Product Manager - Model Portfolios.Capital is looking to hire a talented and driven Product Management professional to support its international expansion strategy.This person will help manage the product lifecycle of various alternative investment Model Portfolios.These models will primarily be bas

Financial Planner Job Duties: Provide financial planning and investment advisory services. Prepare financial policy and procedure documentation. Identify financial process improvement.

Asset Manager Job Duties: Manages client assets according to investment preferences and goals.Meets with clients to assess asset status, needs, risks, goals and progress.Prepares financial statem

Assistant Vice President/Associate.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 individu

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

FAA & Advisor Development Program Effectiveness.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 a

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

Industry's Newest Truck Fleet:. Drive with confidence and comfort! Our commitment to safety and efficiency is reflected in our investment in the industry's newest truck fleet, providing you with the best tools for success on the road. Central Transport is one of the nation's most trusted and technol

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 short

Have 3-5 years of relevant experience with BSA/AML Regulations within the financial services industry, or at a financial services regulator (e. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning,

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 individuals f

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Experience in the financial services industry, Wealth Management, or consulting. This role requires collaboration across multi-di

MS conducts its business through three principal business segmentsInstitutional Securities (ISG), Wealth Management (WM), and Investment Management (IM). Morgan Stanley ("MS") is a leading global financial services firm providing a wide range of investment banking, securities, investment management,

Job Description The Atlantic Group has partnered with an investment firm in the Greenwich, CT area. They have an immediate need for a Receptionist/Admin to join their team. This position is a full-time contract position with an open ended timeframe. Summary: We are searching for a full-time dedicated Receptionist to join the team. This person will answer calls, greet visitors, book conference rooms, handle packages, make coffee, stock supplies, and assist EA's/office management with other tasks. Work Schedule: 8:00am -5:00pm M-F. 5 days a week in office. Requirements: -Bachelor’s degree preferred, but not required -Previous experience working in an office -Concur experience is a plus but not required -Knowledge of clerical procedures -Comfortable manning the front desk all day -Knowledge of computers and relevant software applications -Ability to work independently and manage one’s time -Professional demeanor ID: 46636

The Morgan Stanley Private Bank, NA Financial Crimes Risk Office (MSPBNA FCRO) Team is embedded within the Firm's Wealth Management, US Banks, and Investment Management Financial Crimes Risk (FCR) organization. Morgan Stanley Private Bank, NA Financial Crimes Risk Office (MSPBNA FCRO) Team. FINRA, S

Enterprise Risk Management Team Role.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 State

Job Description A well-established investment firm based in Greenwich, CT is seeking an Executive/Personal Assistant (EA/PA) to support a senior principal across a wide range of personal and lifestyle-related responsibilities, as well as select professional tasks. This is a unique, hands-on position ideal for someone who thrives in a behind-the-scenes support role and is comfortable managing both household and executive needs with a high degree of discretion, reliability, and flexibility. Key Responsibilities * Act as a trusted gatekeeper and primary point of contact for the principal on all personal matters * Manage complex personal calendars, appointments, and social engagements * Coordinate domestic travel and occasional international arrangements * Run errands, handle purchases, returns, vendor coordination, and household management * Assist with event planning, gift sourcing, and travel logistics * Maintain confidentiality and discretion at all times * Provide administrative support related to the principal's professional activities as needed * Be available for occasional travel to New York City and other nearby locations Requirements * Minimum 5 years of experience supporting a high-net-worth individual or senior executive in a personal assistant or hybrid EA/PA capacity * Strong organizational skills with excellent attention to detail and follow-through * Calm under pressure with the ability to manage changing priorities * Tech-savvy and able to manage scheduling, online orders, and digital communications efficiently * Must be able to drive and have access to a reliable car for errands and local travel Compensation & Benefits * $140,000–$160,000 base salary, plus a discretionary annual bonus * Competitive benefits package offered by employer * Opportunity to work within a well-respected investment firm * Variety in day-to-day responsibilities with exposure to both personal and professional domains

Keep abreast of investment opportunities and be able to successfully communicate information to the investment team. Maintain a pipeline of investment ideas that are in market or coming to market over a 12-month period and lead the effort in creating market maps for each major strategy. Strong writt

Department Profile: The Morgan Stanley Bank, NA Financial Crimes Risk Office (MSBNA FCRO) Team is embedded within the Firm's Wealth Management, US Banks, and Investment Management Financial Crimes Risk (FCR) organization. The MSBNA FCRO VP will assess Bank Secrecy Act (BSA), Anti-Money Laundering (A

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,

Be a center of excellence for bank profitability metrics, capital calculations, and to provide advisory and education to bankers and product partners at point of origination. Responsible for active and dynamic portfolio management and monitoring of the Banking Americas lending portfolio with a focus

Gain exposure to finance and investment accounting activities. Assist team by performing tasks designed to gain an understanding of consolidation and investment accounting while providing research and information to the team. Learn the ins and outs of our finance and accounting systems and processes

Job Description Who We Are REEF is an ecosystem of digital and physical solutions that connect goods, services and experiences to consumers around the world. Simply put, we serve as the bridge for customers to get more of what they want and need. A key platform that REEF has developed within this ecosystem is launching ready-to-operate logistics businesses. REEF is seeking applicants to become Owner-Operators (we proudly call them “Ulysses”) to manage middle-mile and last-mile delivery operations. Becoming a Ulysses operator isn’t a job, it’s your path to business ownership, giving you uncapped income potential. We offer the tools, platforms, and support to help you turn your dream into financial freedom. This is an opportunity to run and grow your own business – without the heavy financial investment typically required to start from scratch. What we ask of you – show up, be inspired, be hard workers and “increase your surface of luck”. What We Offer As a Ulysses operator, you will have access to: • High Sales Potential – Scale efficiently to make $35,000 - $100,000 top-line per week, • Immediate Customer Demand – Daily routes already lined up, • Tech & Dispatch Tools – Access our platform for fleet management, routing, and sales & performance tracking, • Flexible Fleet Options, • Bring Your Own Vehicle – Use your own reefer-compliant van or box truck (non-CDL), • Use REEF’s Fleet – Access to non-CDL, fully-equipped refrigerated vehicles are available (a refundable deposit per vehicle is required). Auto insurance included., • Exit Flexibility – Ability to leave the program with 90-day notice and receive your deposit back What You’ll Do • Oversee a mixed fleet of vans and box trucks across middle-mile and last-mile delivery routes, • Recruit, schedule, and coach drivers to meet on-time performance (OTP) and customer satisfaction goals, • Maintain full control of your P&L – monitor revenue, manage expenses, and drive sustainable profitability, • Manage fleet logistics flow from order pickup to delivery, • Own key operational metrics such OTP, Service Level Agreement (SLA) compliance and Net Promoter Score (NPS) Minimum Requirements • 3+ years in logistics, fleet management, or depot operations, • Strong leadership experience; able to manage 10-30 drivers and multi-vehicle operations, • Must have legal right to establish and operate a Limited Liability Company (LLC), • Have an entrepreneurial spirit; must be ready to run and scale your own logistics business, • Must be motivated by the pursuit of autonomy, fulfillment and financial freedom. Preferred Qualifications • Strong business acumen; comfortable with managing working capital, payroll and running a P&L, • Experienced with OTP, SLA compliance and NPS If you are ready to take ownership of your career and build a meaningful, profitable logistics business, we invite you to apply today to reserve your spot in an upcoming information session.

Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services.

Agency Services supporting Project Finance transactions. Responsible for autonomous oversight of an assigned portfolio of Project Finance agency roles including Administrative Agent, Intercreditor Agent, Depositary Bank, and Collateral Agent. Undergraduate degree required in Finance, Economics, Acco

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflectin

Trust Administrator Salary Range: $63,200 - $85,400 - $107,700 annually Position Summary The Trust Administrator is responsible for servicing and maintaining existing relationships with investment management clients, trust clients, beneficiaries, and other interested parties in partnership with t

Trust Administrator Salary Range: $63,200 - $85,400 - $107,700 annually Position Summary The Trust Administrator is responsible for servicing and maintaining existing relationships with investment management clients, trust clients, beneficiaries, and other interested parties in partnership with the

Job Description Senior Wealth Advisor Responsibilities: • Develop and manage relationships with high-net-worth clients while cultivating new business opportunities., • Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more., • Design and implement tailored long-term investment strategies, adjusting portfolios as needed., • Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services., • Influence product development by sharing insights on advisor and client needs., • 10+ years of experience in investment advisory with a proven book of business., • Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)., • Excitement about the fintech industry and the opportunity to shape its future., • Competitive compensation package, including revenue participation and equity., • Comprehensive medical, dental, and vision plans., • Unlimited PTO and paid company holidays., • Solo 401(k) retirement plan., • Stunning NYC office with top-notch amenities., • Daily meals and snacks are provided.

Job Description Acadia (NYSE:AKR), headquartered in Rye, New York, Acadia Realty Trust (NYSE:AKR) is an equity real estate investment trust focused on delivering long-term, profitable growth via its dual – core and investment management – platforms. Our energized team is accomplishing this goal by building a best-in-class, location-driven core real estate portfolio with meaningful concentrations of assets in the nation’s most dynamic urban and street-retail corridors, including those in New York, Chicago, Los Angeles, San Francisco, Washington DC, Dallas, and Boston. At the same time, we manage opportunistic and value-add investments through our investment management platform. Acadia is currently seeking a qualified intern to join its Property Management group in Rye, NY, who can participate in the day-to-day operations of retail and commercial real estate properties. The successful intern will learn a variety of property management operational strategies, including tenant relations and the selection and supervision of service companies through job shadowing. Interns are assigned a mentor who will provide guidance throughout the duration of their internship. Interns will be encouraged to learn as much as possible about Acadia and how Acadia’s various departments collaborate throughout the acquisitions process. The intern should be prepared to work in a fast-paced team environment and will finish the internship having gained broad experience in the deal analysis of retail-focused commercial real estate. This is an onsite paid internship based in Rye, New York. This 10-week program will commence on May 26, 2026 and conclude on August 6, 2026. INTERNS WILL BE EXPOSED TO & PROVIDE SUPPORT IN THE FOLLOWING AREAS: • Assists in evaluating potential acquisitions, redevelopments, and ground-up developments to be presented to senior management., • Building institutional quality financial models using Excel and Argus, • Must have completed junior year of college, • Must be enrolled in a college degree program at an accredited institution, • Must be able to work onsite in Rye, NY, • Ability to work 40 hours per week, • Must have a GPA of 3.0 or above, • Highly self-motivated, hardworking, detail-oriented, • Ability to prioritize challenging work schedule/multi-task, • Strong communications skills (verbal, written and listening), • Proficient in Microsoft Office, particularly Excel, • Pursuing degree in related area including commercial real estate, business or related field, • Passionate to learn about commercial real estate Internship Benefits Overview Acadia’s internship program offers a unique opportunity to gain hands-on experience in the dynamic field of commercial real estate, supported by a robust structure designed to foster both professional and personal growth. Key benefits include: • Daily Stipend for Lunch, • Pre-Tax Commuter Savings, • Convenient Commute from NYC with Shuttle Service to/from Harrison Metro North Station to Rye Office Campus, • Cross-functional team engagement, • Onsite property tours for real-world context, • A collaborative, hands-on group project An estimate of the current compensation for this position is $20.00 – 23.00 an hour. Apply online at Acadia Realty is an Equal Opportunity Employer - Veteran/Disability