VP, Private Wealth Investment Strategist - Portfolio Insights
CFA Institute
CFA Institute is looking for a Vice President, Investment Strategist to contribute to portfolio insights and client deliverables. This role involves collaboration with Wealth Advisors to create customized portfolio solutions for high-net-worth clients. The ideal candidate will have over 7 years of experience in financial markets, strong analytical skills, and expertise in both public and private investments. The position offers a competitive salary and comprehensive benefits. #J-18808-Ljbffr CFA Institute
$165k - $185k
Neuberger is seeking a Vice President, Investment Strategist in New York, NY. This role is crucial in supporting Wealth Advisors by delivering customized multi-asset portfolio solutions while providing rigorous analysis and insights. The ideal candidate has 7-10 years of...Private$150k - $200k
...Portfolio Strategist Blue Owl is a leading asset manager that... ...March 31, 2026, we invest across three multi-strategy... ...businesses with private capital solutions to... ...Within our Global Private Wealth business, we are... ...relevant fund updates and insights, and answering...PrivatePermanent employment$115k - $270k
...and the desire to work closely with Portfolio Managers and Private Wealth Advisors (PWAs)? Our team members... ...businesses provide financial planning, investment management, banking and... ...responsibility Deliver thoughtful insight on ISG positioning to PWAs and to PAG...PrivateFull timeTemporary workPart time- ...Investment Strategist We are seeking a dynamic and experienced... ...to join J.P. Morgan Private Bank's LatAm & GFG Investment... ...clients, creating insights that drive clients to... ..., more resilient portfolios. The role combines... ...J.P. Morgan Asset & Wealth Management delivers industry...PrivateWork at officeLocal area
$130k - $250k
...participate in exciting investment opportunities... ...including private equity, growth equity... ...strategies, customized portfolios, and a range of... ...Sachs' market insights and risk... ...leading sovereign wealth funds, pension plans... ...Asset Management, Strategists (also known as "Strats...PrivateFull timeTemporary workPart time$130k - $250k
Asset & Wealth Management - Strategist - Vice President - New York New... ...participate in exciting investment opportunities while... ...including private equity, growth equity... ...strategies, customized portfolios, and a range of advisory... ...Goldman Sachs' market insights and risk management...PrivateFull timeTemporary workPart timeWork at office- ...participate in exciting investment opportunities... ...including private equity, growth equity... ...strategies, customized portfolios, and a range of... ...Sachs' market insights and risk... ...leading sovereign wealth funds, pension plans... ...Asset Management, Strategists (also known as "Strats...Private
- ...Titan is an award-winning wealth manager with a mission... ...Vision: When we put private wealth management in... ...paradigms for the end-to-end investment management experience... ...in bespoke portfolio analysis for clients,... ...project‑manage investment insights (investment reports/webinars...PrivateWork at office
- ...of the Vice President, Investment Product Specialist is... ...high‑performance model portfolio team that handles... ...portfolios across the Private Bank’s investment solutions... ...analytics within wealth or asset management; experience... ...ability to convert insights into clear executive...Private
$62.35k - $130k
...income experts supporting Raymond James financial advisors on our private wealth team. Candidates will provide customized solutions using... ...high‑net‑worth clients and prospects. Construct custom built portfolios of individual bonds across municipal, corporate, and Treasury...Private- ...Liquidity Solutions, within Public Investing, manages more than $2... ...variety of clients, including private wealth mandates and institutional... ...through collaboration between portfolio managers, research analysts,... ...high‑level market insights, producing thought leadership...PrivateShift work
$125k - $290k
Asset & Wealth Management, Fixed Income: Portfolio Construction and Risk, Vice... ...participate in exciting investment opportunities... ...clients, including private wealth mandates... ...income CIO by sharing insights and escalating... ...with quantitative strategists to enhance the proprietary...PrivateFull timeTemporary workPart timeWork at office- ...Asset & Wealth Management, Fixed Income - Client Portfolio Management, Vice President Fixed Income... ..., within Public Investing, manages more than $2 trillion... ...variety of clients, including private wealth mandates and... ...high-level market insights, producing thought leadership...PrivateShift work
- ...an Equity Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management’s Chief Investment Officer Team (Private Bank CIO Team), reporting... ...datasets to uncover new market insights and trends. Apply AI and...PrivateBank staff
- ...Citi Wealth - Lending Advisor - Vice President... ...Citigold and Citi Private Client (CGCPC)... ...worth clients. The VP Lending Advisor balances... ...the CGCPC loan portfolio.... ...their liquidity, investment, and risk objectives... ...using data-driven insights, portfolio analytics...Private
$62.35k - $130k
...Income Expert Raymond James financial advisors come to our private wealth team for advice and solutions for their top clients. We... ...select individual bonds as part of a customized fixed income portfolio allocation. We understand the credit risks of municipal and corporate...PrivateWork experience placement- ...for a skilled professional to engage with clients on complex tax and wealth structuring issues. The role involves providing wealth planning advice and developing innovative solutions with the private banking team. Candidates should have a Bachelor's degree and 8+ years...Private
- ...Asset & Wealth Management A career with Goldman... ...participate in a broad range of investment opportunities while... ...and strategy across private markets, including... ...strategies to deliver portfolio-wide solutions, partnering... ...by providing insight on ABF / IGPC strategies...Private
$200k
...and agenda of Carlyle Global Wealth, working closely with the group... ...growth. Provide data-driven insights to guide strategy and... ...preferably within financial services, private equity, or Wealth Management.... ...private equity, alternative investments, and Wealth Management with a...PrivateImmediate start$115k - $270k
...and the desire to work closely with Portfolio Managers and Private Wealth Advisors (PWAs)? Our team members... ...responsibility Deliver thoughtful insight on ISG positioning to PWAs and to PAG... ..., fixed income, and alternative investments). Recommend to PWAs implementation...PrivateFull timeTemporary workPart time$180k - $350k
...Morgan Institutional Investment Solutions Institutional... ...within J.P. Morgan Wealth Management Solutions,... ...teams and institutional portfolio management at leading... ...closely with International Private Bank Advisors to... .... Deliver Investment Insights Act as a thought leader...PrivateWork at officeFlexible hours- ...largest investors and sovereign wealth funds. With over 2,000... ...locations around the world, we invest in more than 40 countries globally... ..., selection, monitoring, and portfolio construction. Perform... ...Integrity, Merit and Excellence. #J-18808-Ljbffr GIC Private LimitedPrivatePermanent employmentWork at officeWork from homeWorldwide
$175k - $250k
...Wealth Advisor The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they... ...firm's vast planning and investing expertise, in a way that... ...minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and...PrivateFlexible hours$200k - $225k
## Software Engineering Manager, VP - Private Wealth TechnologyApplylocations: New York: Miamitime... ...the companies in which the firm invests. Blackstone’s over $1.3 trillion in assets... ...our broad community of investors and portfolio companies.BXTI is fast paced and entrepreneurial...PrivateLocal area- ...Equity Quantitative Investment Analyst / VP J.P. Morgan Chase... ...Securities Services, Asset & Wealth Management, Retail... .... JPMorgan Private Bank was recognized in... ...and innovative Equity Portfolio Management team within... ...to uncover new market insights and trends. Apply AI...PrivateBank staff
- TwinThread is seeking an experienced Investment Specialist to join our Real Estate Americas client strategy team in New York, NY. In... ...expanding market share for our real estate products through the Private Wealth channel. You will lead efforts in developing a sales strategy...Private
$250k - $300k
...professional to represent their real estate solutions within the Global Wealth Management Solutions (GWMS) platform. The role involves driving... ...investors. The ideal candidate will possess deep knowledge of private real estate, expertise in alternative asset management, and...Private$130k - $160k
...Vice President, Investments & Portfolio Management San Francisco RCLCO Fund Advisors ("RFA"),... ...world's largest pension funds, sovereign wealth funds, and institutional investors.... ...multiple internships or working in the private/public sector; Proficiency in Microsoft...PrivateWork experience placementInternshipWork at officeRemote work3 days per week- ...value for our investors, the companies we invest in, and the communities in which we work... ...include investment vehicles focused on private equity, real estate, public debt and... ...Absolute Return, Multi-Strategy, Total Portfolio Management, and Public Real Assets. BXMA...PrivateTerm timeFlexible hours
$100k - $170k
Job Description Asset & Wealth Management (AWM) is the primary investing area within Goldman Sachs... ...hedge fund managers, private credit funds, private equity... ...strategies, customized portfolios and a range of advisory... ...on Goldman Sachs market insights and risk‑management expertise...PrivateFull timeTemporary workPart time
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