Portfolio Advisory Strategist - Investment Solutions
Citi Group
Citi in New York seeks a Portfolio Advisor to support the Head of Portfolio Advisory and Senior Portfolio Advisors at Citi’s headquarters. The role partners with the CIO team to communicate investment views, support field engagement, and help set meeting agendas. You will contribute to investment solutions, mentor junior staff, and collaborate across Investment Solutions, Strategy, and field teams while ensuring compliance with Citi policies. #J-18808-Ljbffr Citi
$160k - $194k
...market?What you will do:Manage a portfolio of member relationships providing Advisory support to the C-Suite with a focus... ...expertise to create service solutions for clients utilizing all ExP and... ...orientations, abilities and generations.We invest in great leaders who bring out...SuggestedFull timeRemote workWorldwide- ...real estate asset management, fundraising, and internal reporting for a diversified portfolio. Candidates should have a strong background in financial modeling and real estate investing, with excellent communication skills and attention to detail. This is an exciting opportunity...Suggested
$170.5k - $284.1k
Overview Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within... ...of clients. Recommends investment solutions via a needs-based, consultative... ...investment methodology in all assigned portfolios in a timely manner. Attend...SuggestedWork experience placementWork at office$88k - $124k
...goals, through the presentation of Google advertising products/solutions that will help clients to meet their marketing objectives.... ...advertisers, agencies, or clients.Ability to manage and prioritize a portfolio in an advertising or media sales context, and achieve goals to...Suggested$108k - $154k
...business growth and productivity goals, through the presentation of Google advertising products/solutions that will help clients to meet their marketing objectives.Own a portfolio of medium- and large-size businesses by thoroughly understanding growth drivers, identifying...Suggested$88k - $125k
...deep Google Ads knowledge to pitch powerful, customer-focused solutions with a clear value proposition.Ensure effective campaign implementation... ..., agencies, or clients.Ability to manage and prioritize a portfolio in an advertising or media sales context, and achieve goals to...$120k - $215k
...The CompanyLiberty Mutual Investments (LMI) manages Liberty Mutual... ...capital through a “one firm, one portfolio, one team” mindset. Our... ...Markets, and Global Investment Solutions. Our portfolio spans a broad... ..., equity, credit) Equity Strategist Macro / Economics Strategist...Temporary workLocal areaFlexible hours- BNY in New York, NY seeks a Senior Associate, IWM Portfolio Analyst for our Wealth Management team. You will assist portfolio managers... ...and interpret performance data. The role involves supporting investment teams with analytics, collaborating across functions, and ensuring...
$140k - $180k
...world by combining world class services, advisory and technology for our clients. We are... ...Technology Product Manager to lead strategic investment initiatives and drive innovation in our... ...and roadmap development for Oracle EPM solutions, managing complete product lifecycle...Full timeLocal areaRemote 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...Work at office
- ...provide data to clients, and deploy optimization for fixed income portfolios. You will liaison with clients and traders, train juniors,... ...and write code to enhance workflow while developing portfolio solutions across Corporate Bonds, Municipals, and securitized products....
- A leading investment advisory firm is seeking a Senior Portfolio Advisory Specialist for a hybrid position in New York, NY. This role involves analyzing client... ...compensation and access to exclusive portfolio advisory opportunities. #J-18808-Ljbffr TEEMA Solutions Group
$140k - $185k
A leading investment solutions firm is seeking an Investment Optimization Specialist based in New York, NY. The role involves analyzing portfolio allocations and developing models to optimize capital deployment. Applicants should hold a Bachelor's degree in a relevant field...- ...Retail & Consumer Finance / Investment Banking / Financial Services... ...type of Retail Sector Finance Strategist roles featured within the... ...corporate strategy, and financial advisory roles that may not appear on... ...Launch Assessment Link: #J-18808-Ljbffr TEEMA Solutions GroupFull timeInternship
- ...in wealth management seeks a Vice President, Investment Product Specialist to present on capital markets and investment solutions, supporting advisor development and stronger... ...the Northeast. Required: deep knowledge of advisory products, Series 7, Series 66, and Insurance...Night shift
- Viseai is seeking a Senior Client Portfolio Manager to collaborate with financial advisors... ..., ensuring they meet their clients' investment needs. This key role involves translating... ...AI to offer personalized investment solutions. Candidates should have substantial experience...
$165k - $185k
...equity and commodities, in addition to portfolio advice, and wealth planning services. We... ...institutions. The Private Wealth Investment Group supports the investment process by... ...contributing to comprehensive portfolio solutions, including strategic asset allocation (...Local areaWorldwideShift work- ...global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and client engagement for high-net-worth... ...and families. You will synthesize client data, align solutions with asset allocation views, and deliver actionable...
$140k - $185k
...Specialist in New York, NY to support investment teams. The role involves analyzing real... ...asset investment opportunities, monitoring portfolio performance, and assisting with... ...$140,000 and $185,000, depending on the employer. #J-18808-Ljbffr TEEMA Solutions Group- Google in New York is seeking a Growth Consultant for Google Customer Solutions to manage a portfolio of small- and medium-sized businesses, understand their business challenges, and translate them into powerful advertising strategies. You will act as an owner, moving with...
- Google is hiring for a Product Activation Operations Senior Associate in New York. You will own a portfolio of clients, translate business needs into powerful advertising solutions, and collaborate with sellers to drive outcomes for both Google and customers. You will act...Worldwide
- ...involves collaborating with a talented team to present credit solutions to ultra-high net worth clients. The ideal candidate should have... ...marketing initiatives, conducting due diligence, and managing portfolio risk. This position is based in New York and requires strong...
- ...Employment Type: Full-Time Industry: Investment Banking / Financial Services... ...This posting represents the type of Portfolio Optimization Strategist roles featured within the Career Launch... ...platform. Career Launch Assessment Link: #J-18808-Ljbffr TEEMA Solutions GroupFull timeInternship
$150k - $250k
...a highly motivated associate to join the D. E. Shaw Investment Management (DESIM) group’s portfolio strategy team. DESIM develops and manages active equity... ...equity portfolios, multi‑asset class strategies, and solutions designed to complement institutional clients’...- ...you can expect to participate in exciting investment opportunities while collaborating with... ...Goldman Sachs, we provide investment and advisory services for pension plans, sovereign... ...Management (GSAM) delivers innovative investment solutions through a global, multi-product platform...
- ...Management delivers industry-leading investment management and private banking solutions. Wealth Management helps... ...their goals. J.P. Morgan Private Advisory is a cross-disciplinary group of... ...achieve their goals. The Senior Tax Strategist will join the Tax Strategy team within...Work experience placementWork at office
$174k - $261k
...experiences, and backgrounds, investing in a culture designed... ..., Estate & Fiduciary Strategist at Capital Group.”... ...-class research and portfolio management experience... ...legal, trust and wealth advisory teams. Although you... ...wealth transfer planning solutions for high-net-worth...Full timeTemporary workWork at officeLocal areaFlexible hours$88k - $124k
...launches to accelerate their path to sustained investment.Collaborate closely with New Business Sales (NBS) and Google Customer Solutions (GCS) teams to ensure seamless customer... ...the globe.As a New Business Account Strategist, you will be a critical member of our Onboarding...- ...that be you?About the RoleWe're building a Healthcare Vertical Solutions team that turns AI-powered automation into measurable revenue... ...health systems and payers. We're looking for a Forward Deployed Strategist to embed with our customers, take our RCM solutions — denials...Work at officeLocal areaImmediate startRemote work
- ...capability, we bring holistic solutions to life across the... ...seeking a Migration Strategist to serve as one of... ...combines executive advisory, pursuit leadership,... ...migration as a strategic investment and critical path to... ...and service portfolio.What You’ll Bring* Bachelor...Temporary workLocal area
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