Wealth Portfolio Analyst
Lenox Advisors, Inc.
A financial advisory firm in New York is seeking a Portfolio Analyst to support its Asset Management team. This role involves analyzing client portfolios, providing strategic recommendations on asset allocations, and maintaining trading operations. Ideal candidates should have strong analytical skills, proficiency with investment software tools, and effective communication abilities. The firm values teamwork and a proactive approach to operational excellence, aiming to deliver superior service to high-net-worth clients. #J-18808-Ljbffr Lenox Advisors
$85k - $110k
Asset & Wealth Management, Fixed Income - Municipal Client Portfolio Management Job Description Role Overview As an Analyst on our Client Portfolio Management (CPM) team within Fixed Income, you will be an instrumental force in crafting compelling narratives and essential...SuggestedFull timeTemporary workPart time$90k - $125k
Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst Fixed Income and Liquidity Solutions, within Public Investing, manages more than $1.7 trillion* in assets for a variety of clients, including private wealth mandates and institutional clients such...SuggestedFull timeTemporary workPart time- Position Overview The candidate will join the Wealth Management Products & Solutions team, concentrating on supporting the trading and investment implementation of the firm’s Donor Advised Fund (DAF) program and its donors. The role involves contributing to the strategy...SuggestedShift work
$75k - $125k
...markets, the desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a fast-... ...maintaining and enhancing our business. OUR IMPACT Wealth Management Across Wealth Management,...SuggestedFull timeTemporary workPart time- Wealth Management, Alternatives Investment Specialist, US Wealth Management New York, NY, United States Job Identification 210747189... ...an educational framework for alternatives, strategy types, and portfolio construction, at scale for clients and advisors Representing and...SuggestedFull time
- Asset & Wealth Management Overview A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients... ...ideas are created through collaboration between portfolio managers, research analysts, and traders. Role Overview The Investment Specialist (...Full timeTemporary workWork at office
$85k - $110k
New York, New York, United States Job Description Role Overview As an Analyst on our Client Portfolio Management (CPM) team within Fixed Income, you will be an instrumental force in crafting compelling narratives and essential materials that bring our fixed income strategies...Full timeTemporary workPart timeWork at office- ...Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card... ...Role Summary As an Equity Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management’s Chief...Bank staff
$142.5k - $210k
...Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.... ...11 countries. Role Summary As a Quantitative Research Analyst, you will join the Portfolio Analytics team within Wealth Management’s Chief...Bank staff- ...Specialist is to manage a high‑performance model portfolio team that handles multi‑ and single‑... ...and provide direction to Associates/Analysts; set priorities, review outputs, and... .../risk, or quantitative analytics within wealth or asset management; experience with model...
$50.34k - $103.48k
...York seeks an Investment Support Specialist to provide essential support to clients and advisors, managing daily investment portfolios for Wealth Management. The candidate should have 3-5 years of relevant experience and a strong customer service mindset, along with knowledge...$75k - $125k
...markets, the desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a fast-... ...maintaining and enhancing our business. OUR IMPACT Wealth Management Across Wealth Management,...Full timeTemporary workPart timeWork at office$75k - $125k
The Goldman Sachs Group is seeking Financial Analysts in New York, New York. This role involves working closely with Private Wealth Advisors to manage high net worth client relationships, assessing investment performance, and creating tailored asset allocation proposals...- A leading financial institution is seeking an Advisor Trainee for their Analyst Program in New York City. This position offers valuable exposure to all facets of wealth management, including investments, lending, banking, and estate planning. Interns will work closely...TraineeshipSummer work
- A leading financial services company in New York is seeking a Summer Analyst for its Asset & Wealth Management division. This role involves understanding client needs and developing financial strategies within a team of experts. Ideal candidates will be pursuing a Bachelor...Full timeSummer workInternship
$85k - $110k
Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize... ...individuals. Your Impact We are seeking a highly quantitative analyst to join our Pricing Analysis & Strategies (PAS) team with...Full timeTemporary workPart time- ...services for some of the world’s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial... ...investment advice and strategies that make sense for their portfolios Thought Leaders, providing timely insights across macro and secular...Full timeTemporary workWork at office
$100k - $110k
...investment management firm is seeking a highly motivated Portfolio Management Analyst to support its growing multifamily investment portfolios.... ...week ago New York City Metropolitan Area 3 weeks ago Asset & Wealth Management, Executive Wealth Financial Planner Analyst -...Full timeWork at office$50 - $60 per hour
...committed to creating high-quality AI. We are looking for a Portfolio Management Analyst to join our team to help train the next generation of AI... ...Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits This is a...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours- ...infrastructure. The ideal candidate will manage daily trading and portfolio tasks, ensuring timely execution of advisor requests while... .... Candidates should have a minimum of 2 years of experience in wealth management and proficiency with trading software. This role offers...
- ...leadership for internal clients, including portfolio managers, front office advisors, sales... ...capabilities and contribute to building Wealth Management-specific functionality within... ...Measurement / Chartered Financial Analyst (CIPM/CFA) or progress toward designation...Temporary work
- A global financial institution is looking for an experienced Investment Specialist in New York City. In this role, you will be responsible for assisting the Banker in acquiring new clients and enhancing existing relationships through expert investment advisement. The ideal...
- TwinThread is seeking an experienced Investment Specialist in New York City. You will help bankers secure new clients and strengthen relationships by advising on investment solutions. The ideal candidate should have over ten years of experience in the financial services...
- ...Client Services Coordinator | Wealth Management | Financial Planning | RIA Operations This Is Not Your Average Client Services Coordinator... ...all facets of a modern RIA firm , from financial planning and portfolio management to tax and estate strategy integration . You’ll work...Full timeWork at officeRemote work
- ...paced, global environment? As a 2027 Asset & Wealth Management Global Private Bank Global Families Group Asia Summer Analyst, you will work with our teams to understand... ...that protect, manage, and grow our clients' portfolios. You will also collaborate with various teams...Full timeSummer workImmediate startVisa sponsorship
- 2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - LatAm We are looking for ambitious students passionate about client relationships and financial solutions to join our Analyst Program in Latin America. The program spans nine weeks...Full timeSummer workInternshipVisa sponsorship
- Masterworks is seeking a Wealth Management Associate to grow its investor community. The role involves advising prospective and existing investors on art-related investments and asset classes like gold and Bitcoin. The ideal candidate will have 3+ years of relevant experience...
$25k - $35k
...services. Successful candidates will be committed to learning and adapting to the firm's needs, and must complete the CISI Masters in Wealth Management. The position offers a full-time, permanent contract with a salary range of $25,000 to $35,000 per annum. #J-18808-...Permanent employmentFull timeContract workTraineeship- ...are Aspiriant , a leading, independent, 100% employee-owned wealth management firm serving ultra‑high‑net‑worth individuals, families... ...senior partners to develop and implement client investment portfolios aligned with firm philosophy and client goals Coordinate with...Work at office
- ...global financial services firm is seeking a Vice President, Investment Product Specialist, to lead the design and management of model portfolios across a diverse client base. Responsibilities include portfolio construction, trade monitoring, and compliance. The ideal...
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