Senior Investment Strategist, Private Wealth Portfolios
LGBT Great
Neuberger is seeking an Investment Strategist to lead the investment process for the Wealth Advisor Team’s clients by developing comprehensive portfolio solutions, including strategic and tactical asset allocation. The role leverages institutional capabilities and deep knowledge of asset allocation and manager selection. The ideal candidate has 8+ years of portfolio construction experience for HNW clients or institutions, excellent communication skills, and required licenses (SIE, Series 7, 66). #J-18808-Ljbffr LGBT Great
- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and client engagement for high-net-worth individuals and families. You will synthesize client data, align solutions with asset allocation views...SeniorPrivate
$117k - $175k
...existing clients in partnership with a private bank credit team. Key responsibilities... ...managing transactions or portfolios of moderate to high complexity, completing... ...teammates on credit requirements. The Global Wealth Investment Management-Sr Credit Underwriter is aligned...SeniorPrivateFull timeBank staffWork at officeDay shift$170.5k - $284.1k
Overview Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within... ...methodology in all assigned portfolios in a timely manner. Attend relevant... ...support and information to clients, Private Client Advisors and Trust Advisors...SeniorWork experience placementWork at office- Evolve Private Wealth in New York, NY seeks a Senior Associate to advance client service, portfolio support, and operational execution. You will act as an extension of Advisors... ...contributing to client experience and investment workflows. This role suits individuals with...SeniorPrivate
- ...Sachs, Inc. is seeking a Vice President to join Private Wealth Management, leveraging ISG insights to implement portfolio strategies for PWAs and clients. The role... ...qualitative analysis, and clear communication of investment positioning. You will help PWAs discuss ISG positioning...SeniorPrivate
- ...clients in partnership with a private bank credit team. Key... ...independently managing transactions or portfolios of moderate to high... ...on credit requirements. The Senior Credit Underwriter is aligned... ...relationships with strategic wealth clients, driving funded loan...SeniorPrivateBank staff
$200k - $260k
...visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting... ...implement wealth planning as part of CIBC Private Wealth’s integrated wealth management... ...day off dedicated for you to use to invest in your growth and development.*Subject...SeniorPrivateFull timeRemote work- Join the Institutional Investment Solutions team at J.P. Morgan in New York as a Family Office Multi-Asset Portfolio Manager. You will partner with U.S. Private Bank Advisors to deliver customized, tax-aware investment solutions for large Family Office clients and lead...SeniorPrivateWork at office
$180k - $275k
...Job Description ISG is seeking a Senior Associate/Vice President to join the Credit Portfolio Solutions team in an investment role with significant responsibility across... ...investment solutions for institutional, private wealth, and family capital clients by leveraging...SeniorPrivateTemporary workLocal area- ...Vice President, Senior Underwriter Portfolio Manager, Maritime About the Company... ...Financial Services Investment Management Investment Banking... ...commercial banking wealth management brokerage services... ...business banking and private banking Business...SeniorPrivateWork at office
$150k - $180k
...and individuals seeking the investment advantages of real assets through... ..., registered funds and private funds. Clients include financial... ...endowments and foundations, sovereign wealth funds and high net worth... ...clients to develop tailored portfolio solutions that align with...SeniorPrivateFull timeTemporary workInterim roleLocal areaFlexible hours$211.28k - $316.92k
...StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to... ...with deep industry specific expertise. The Investment Counselor is the primary wealth advisor...SeniorPrivateFull time- ...ready to shape the future of private banking for advisors at the... ...innovative and strategic Senior Product Designer (VP) to drive... ...core focus on alternative investment and wealth management products. Job... ...Skills, and Capabilities Portfolio link required in resume (include...SeniorPrivate
$120k - $150k
...visit CIBC.comWhat you'll be doingThe Private Wealth Audit team provides independent... ...areas of the Private Wealth Management portfolio, including trust companies, registered investment advisors, and personal banking. As a Senior Audit Manager, you'll execute a risk-...SeniorPrivateFull timeRemote workShift work2 days per week- Senior Institutional Investment Strategist Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment... ...within the Career Launch AI Private Job Board . It is not a direct job... ...strategy role focused on portfolio construction, asset allocation, and...SeniorPrivateFull timeInternship
$176.72k - $265.08k
...20.00 - $265,080.00Category: Private Client Product Services, Professional... ..., WealthCompany: CitiThe Investment Sales Sr. Lead is a strategic... ...internally, often at a senior level. Developed communication... ...Hedge Funds) and Discretionary Portfolios managed by CIM (Citi...SeniorPrivateFull time- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial... ...their entities (operating businesses, private foundations, etc.). Our role is to work... ...the various products and platforms (investment, banking and lending) available to our advisors...PrivateWork at officeLocal area
$300k
...Carlyle seeks to hire a Senior Product Specialist in... ...AlpInvest’s Strategic Portfolio Finance and Credit... ...decisions with Business and Investment Team Heads,... ...experience preferred, Private Credit a plus Competencies... ...families to sovereign wealth funds, unions and corporations...SeniorPrivate$225k - $300k
...Brookfield’s various private funds and Affiliate Managers... ...Position Summary: The Senior Vice President will... ...Brookfield’s Credit Investment Specialist team in New... ...heavy emphasis on private wealth investors and an... ...of the firm’s credit portfolio managers across Brookfield...SeniorPrivateTemporary workLocal areaImmediate start- JPMorgan Chase & Co. is seeking a Private Banker Associate in the U.S. Private Bank to assist a Senior Banker in managing client... ...and delivering comprehensive wealth management solutions. The role... ...preparing pitch books, and supporting investments, banking, and trust services...SeniorPrivate
- BNY in New York, NY seeks a Senior Associate, IWM Portfolio Analyst for our Wealth Management team. You will assist portfolio managers, analyze strategy changes... ...performance data. The role involves supporting investment teams with analytics, collaborating across functions...
$200k
...relationship management and investment banking services including strategic... ...services to corporate and private equity clients related to... ...technology, media and telecom. Senior investment banking... ...floating rate and F/X, private wealth, insurance and other services...SeniorPrivateFull timePart timeBank staffShift workDay shift$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...Senior$350k
...Senior Advisor/Banker Our client is a growing super regional... ...full-service bank encompassing Private Banking, Lending, Branch, Brokerage... .../Banker who leads with investments. Responsibilities: Manage... ...7+ years' experience in the wealth management industry as either...SeniorPrivate- PIMCO Ltd. - Pacific Investment Management Company in New York seeks a Senior Vice President, Portfolio Manager to lead sourcing, underwriting and management of private credit investments across a broad suite of specialty finance sectors. The SVP will collaborate with senior...SeniorPrivate
- A prominent investment firm in Midtown Manhattan is seeking a Portfolio Analyst to support a Wealth Advisor's practice. The role involves constructing tax-efficient portfolios, engaging with high-net-worth clients, and participating in investment committee meetings. Candidates...Senior
- Franklin Templeton is seeking a Portfolio Manager for Private Markets to join their multi-asset investment team in New York. This role involves co-managing private markets solutions, supporting portfolio construction, and overseeing investments across private asset classes...SeniorPrivateWorldwide
$125k - $250k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth... ...to participate in exciting investment opportunities while collaborating... ...of clients, including private wealth mandates and institutional... ...collaboration between portfolio managers, research analysts,...PrivateFull timeTemporary workPart time- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and... ...product specialists to understand banking, credit, and investment needs and deliver holistic financial planning solutions...SeniorPrivate
- ...represents a growing multi-discipline bank seeking a Senior Advisor/Banker who leads with investments and manages full-service UHNW/HNW relationships in the... ...-sourcing capabilities, and a proven track record in wealth management with a significant AUM. Series 7 and 66...SeniorPrivate
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