Wealth Portfolio Advisor - Investment Strategy & Clients
Citigroup Inc.
The Portfolio Advisor will support the Head of Portfolio Advisory and Senior Portfolio Advisors within Citi’s Wealth CIO office in New York. You will help communicate CIO views, engage with clients, and contribute to internal meeting preparation. This role requires 5-7 years of investment strategy experience, strong English communication, and the ability to collaborate across practices. Citi offers competitive benefits in a dynamic, HQ setting. #J-18808-Ljbffr Citigroup Inc.
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Asset & Wealth ManagementA career with Goldman... ...to help clients across the globe... ...participate in exciting investment opportunities... ...foundations, financial advisors and individuals.... ...in MAS client portfolios for Corporate Pensions... ...and real asset strategies, including...SuggestedFull timeTemporary workPart time- Mercer Advisors Inc. seeks a qualified professional to drive investment management services for Wealth Advisors and serve as the main contact for portfolio strategy and implementations. The role supports newly... ...acquired firms and develops client deliverables. Requirements...Suggested
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...Structured Corporate Finance Portfolio Management| Associate| New YorkAbout... ...corporate and institutional clients. When you come to work at ING... ...pillar of Lending’s capital strategy. The team is considered... ...secured loans primarily to sub-investment grade clients.Assist deal...Full timeWork at officeWork from home- Collyde is seeking a Servicing Advisor based in New York to manage day-to-day client relationships and the... ...onboarding end-to-end, servicing portfolios, and preparing comprehensive... ...summaries, and support wealth strategies across investments. Strong communication and discretion...
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...make a difference for every client, organization, and community... ...speed and agility. This means investing in talent, technologies, and... ...Credit Analyst to support the Portfolio Management team in our Power... ...analysis of financing structures/strategies to support/identify capital...Full timeWork experience placementWork at officeLocal areaRemote work- ...Wealth Management, Dynamic Multi-Asset Strategy (DMAS) Equity Portfolio Manager, Executive Director New York,... ...capital preservation. The investment process combines top-... ..., as appropriate. Client Engagement & Thought... ...outlooks to clients, advisors, and distribution...Full time
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...companies in which the firm invests. Blackstone’s over $1.3 trillion... ...include global investment strategies focused on real estate, private... ...as well as overseeing daily portfolio activities and cash flows. This... ...licenses if you are in a client facing role and/or if you are...Full timeLocal area$115k - $140k
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$120k - $150k
...three business divisions: Wealth Management, Investment Management, and Wholesale... ...entrepreneurship, serving clients with creative solutions and... ...and team-oriented Client Portfolio Manager to be part of our... ...portfolio holdings, views, strategies and activities. This position...Relocation package$150k - $180k
Systematic Portfolio Strategy and Risk Analyst (NYC or Miami) Miami, Florida, United States; New... ...with quantitative strategies in an investment, research, or risk position Motivated... ...how we are performing in our efforts. #J-18808-Ljbffr Schonfeld Strategic Advisors LLC$117k - $156k
...to a new asset class: as a Wealth Advisor / Investment Advisor at Masterworks,... ...their broader investment portfolios as a source of diversification... ...Adviser that advises clients on fine art investment products... ...manage pipeline, outreach strategy, and performance metrics...Full time- ...Our client is an independent Registered Investment Advisor (RIA) looking to add a growth-oriented Wealth Advisor to its team. This individual will work... ...change. Develop strategies across retirement, investments... ...planning, CRM, and portfolio management platforms....Full time
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- ...Most wealth advisors spend their days cold calling, begging for referrals... ...deliver qualified inbound clients. You do what actually... ...-term wealth Designing investment strategies Retirement freedom Tax... ...technology. Automated portfolio management and rebalancing...Full timeRemote work
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