Senior Investment Specialist, Private Bank OCIO
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking an Investment Specialist for the U.S. Private Bank. The role focuses on communicating market strategy, advising on portfolio objectives, and leveraging an open-architecture platform across fixed income, equities, alternatives, and multi-asset mandates. You will work with clients and investment committees to review portfolios, determine long-term allocations, and drive investment outcomes through collaboration with product partners and senior management. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...team within J.P. Morgan’s U.S. Private Bank. We are actively looking for... ....P. Morgan Outsourced Chief Investment Office ("JPM OCIO") is a dedicated team of investment specialists leveraging the firm's global... ...Integrated Team Members and Senior Management Perform sales...SeniorPrivateWork at officeShift work
- ...) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level:... ...Investment Banking Analyst role on our private job board — available only to members of... ...management, and deal execution Work with senior bankers to support client strategy and...SeniorPrivateFull timeInternship
- ...trillion, is a global leader in investment and wealth management. Its... ...and services, brokerage and banking services including trusts... ...asset managers for the Global Private Bank, and advising clients... ...managers, internal investment specialists, and clients considering the...Private
- ...first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to... ...opportunity to take your career to the next level.As an Investment Specialist you are responsible for helping the Banker win new clients...Private
- JPMorgan Chase & Co. offers a pivotal Global Alternative Investment Solutions role in which you will work with U.S. Investment Advisors... ...to the manager-selection process within the Global Private Bank framework. The position emphasizes leadership, collaboration,...Private
- ...Management is a global leader in investment and wealth management,... ...retirement products, brokerage, and banking services. About Global... ...managers for the Global Private Bank, advising clients on alternative... ..., internal investment specialists, and clients across hedge...PrivateWorldwide
- Texas Capital Bank is looking for a Sr Private Client Advisor in Dallas, TX. This role requires a minimum of 10 years of relevant banking experience, with a strong focus on client management and investment solutions. The advisor will generate new clients while managing...SeniorPrivateFull time
$141k - $205k
...cost of ownership (TCO), return on investment (ROI) of new technology and new data... ...operations, business strategy, investment banking, venture capital, private equity , or corporate advisory, or 4... ...control processes. You'll provide senior level management with insightful...SeniorPrivate- Frost is seeking a Private Banking Officer II in Dallas, Texas, to manage client relationships and assist families with their financial needs. You will develop tailored plans for clients with investable assets of $1.5-5 million and ensure comprehensive financial service...SeniorPrivate
- ...J.P. Morgan in Dallas is seeking an experienced Private Banker to manage and maintain client relationships, offering expert financial... ...Candidates should have at least six years of experience in Private Banking or Financial Services and hold a Bachelor’s Degree. The role...SeniorPrivate
$70k - $75k
Senior Accountant/Financial Analyst (Hybrid Schedule - Dallas/Houston Area) (2-days in Office... ...: Ability to prepare and analyze bank, credit card, and account reconciliations... ...accounting software or ERP systems is preferred. Private Industry Experience: a pedigree of...SeniorPrivateFull timeWork at officeRemote work3 days per week$156.16k - $234.24k
...WealthCompany: CitiThe Risk Policy Senior Officer I is a strategic... ...around the world. Our Private Bankers, Financial Advisors, and Product Specialists serve as trusted advisors to... ...firms, and attorneys. From investment strategy to banking, lending, and cash management...SeniorPrivateFull timeLocal area- Columbia Bank's Private Banking team seeks an accomplished Private Banker to expand in the Dallas-Fort Worth market. You will build relationships with high-net-worth individuals and business owners, delivering tailored lending, deposits, treasury, trust, and wealth advisory...SeniorPrivate
- ...The Opportunity A leading, private equity-backed IT managed services provider is entering... ...of Finance, Controller, Treasurer, FP&A specialists, and an offshore transactional team.... ...with private equity sponsors, lenders, and banks, including leading covenant...SeniorPrivatePermanent employmentFull timeContract workLocal area
- ...financial institution is seeking a talented individual for a Private Banking role in Dallas, Texas. The successful candidate will manage... ...client relationships, provide strategic advice on wealth and investment management, and uphold the highest standards of compliance...SeniorPrivate
- SS&C Technologies in Wisconsin is seeking a Senior Associate for Private Markets Fund Accounting to join a dynamic private markets team. You will perform bank reconciliations, post journals, and support year-end audits while ensuring accurate financial records and timely...SeniorPrivate
- SouthState Bank in Dallas, TX seeks an experienced Private/Business Banker to drive growth and manage a portfolio of business clients. You will develop and execute plans to expand loans and deposits, while delivering personalized financial solutions and exceptional service...SeniorPrivate
$55k - $146.9k
...company’s success. As a Portfolio Analytics and Strategy Analyst Senior within PNC's Monitoring under Enterprise Fraud Organization (... ...related field preferred.• Industry Experience (Preferred): Prior banking experience and/or anti-fraud experience is a plus, particularly...SeniorFull timeTemporary workPart timeWork experience placementWork at office- ...Senior Private Banker Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover... ...Bank. General Function: Serves as a banking specialist for high net worth and ultra high net worth client relationships...SeniorPrivateWork at office
$243k - $304k
...future of logistics but building what comes next.Job Title:Senior Vice President, Investment OfficerCompany:PrologisA day in the lifeAs an SVP,... ...business opportunities with potential real estate partners, private sellers, brokers, customers, investment bankers, owners,...SeniorPrivateFull time- About this role:Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Legal Specialty Group with Banking, Lending and Trust... ....In this role, you will:Support more experienced level Private Bankers with account administration, sales activities, risk...SeniorPrivateFull timeWork experience placementWork at officeImmediate start
- Wells Fargo in Dallas, TX seeks a Senior Wealth Management Banking Coordinator (SAFE) to support Private Bankers with account administration, sales activities, risk management and client relationship duties. You will interact with clients to identify retention issues and...SeniorPrivate
- We are seeking a detail-oriented and client-focused investment professional to join our Texas-based Wealth Management team. Supporting a group of Portfolio Managers overseeing approximately $4.7 billion in assets for high-net-worth families, this role will play a key part...SeniorWorldwideFlexible hours
$119.5k - $329.5k
...many of the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact... ...transactions.What You'll DoAs an SEC & Accounting Advisory Senior Director, you will supervise the day-to-day activities of engagements...SeniorPrivateFull timeWork at office- Morgan Stanley Private Bank, National Association seeks a Sr. Underwriter experienced in mortgage underwriting for high net-worth clients, with a track record of complex income analysis and timely delivery. The role reports to a Regional Underwriting Manager and can be...SeniorPrivate
- Texas Capital Bank is hiring a Private Banking Relationship Manager in Dallas, TX. This position requires a minimum of 9 years in relevant banking... ...providing loan products, partnering with teams for investment management, and ensuring exceptional customer service. The...SeniorPrivate
- A major financial institution based in Dallas seeks a Relationship Strategist III. The role involves leading client management activities, developing strategies for client acquisition, and ensuring exceptional client experience. Candidates should possess a bachelor's degree...SeniorPrivate
- UMB Bank’s Private Wealth Management division seeks a Senior Investment Strategist to work directly with high-net-worth clients to craft custom investment solutions... ..., collaborating with portfolio managers and specialists to deliver tailored strategies and oversight....SeniorPrivate
- ...referral sources inside and outside of the bank. You will enjoy the support of the firm... ...demonstrate high level understanding of investment offering and solutions. • Engage your connectivity... ...and its subsidiaries offer commercial, private banking, consumer, small business, wealth...SeniorPrivateWork at office
- ...Services Group, Inc. is seeking an Underwriter III in its Real Estate Banking group, based at a PNC location in the United States. The role... ...for complex entity-level real estate transactions, including private funds, homebuilders, REOCs, and subscription facilities. The...SeniorPrivate
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Specialist, Private Bank OCIO. Be the first to apply!
- investment officer Dallas, TX
- investment analyst Dallas, TX
- portfolio analyst Dallas, TX
- investment specialist Dallas, TX
- investment banking analyst Dallas, TX
- senior operations associate Dallas, TX
- senior safety specialist Dallas, TX
- senior technology project manager Dallas, TX
- remote senior business analyst Dallas, TX
- senior manager clinical operations Dallas, TX


