Private Wealth Advisor: Elite Portfolio Strategy
Goldman Sachs
Goldman Sachs Wealth Management is seeking a Private Wealth Advisor‑oriented professional to support PWAs in client relationships and new business development. The role involves portfolio analyses, monitoring macro trends, and coordinating outreach to prospective clients. Ideal candidates bring a Bachelor’s degree, 3+ years in financial services, and strong communication and relationship-building skills. SIE/Series 3/7/63 must be completed within 3 months; CFA/CFP encouraged and sponsored by the #J-18808-Ljbffr Goldman Sachs
- A financial trading company seeks an experienced Derivatives Trader to manage a portfolio and develop trading strategies across options, futures, and swaps. The role requires at least 5 years of relevant experience in a fast-paced environment, along with a strong analytical...SuggestedRemote job
- ...Executive Search | Family Office | Wealth Management Top-10 bank looking for an accomplished Wealth Advisor based in Washington. Are you... ...wealth management strategies. Career progression - provision... ...a proven ability to manage a portfolio of UHNW and HNW clients with...PrivateFull timeWork at office
$86.8k - $198k
...technical expertise to work alongside senior portfolio management leaders on projects that... ...Experience developing and evaluating acquisition strategies, acquisition program baselines, risk... ..., international organizations, or private organizations Experience reviewing the annual...PrivateContract workWork at officeLocal area$86.8k - $198k
Munitions Acquisition Portfolio Analyst, SeniorThe Opportunity: As an expert in defense acquisition... ...and evaluating acquisition strategies, acquisition program baselines, risk reduction... ..., international organizations, or private organizationsExperience reviewing the annual...PrivateFull timeContract workPart timeWork at officeLocal areaRemote work- ...Description Associate Advisor Greater Seattle... ...delivering customized wealth management and investment... ...estate planning, tax strategy, risk management, charitable... ...analysis, and portfolio reviews. Analyze client... ...wealth management, private wealth, family office,...PrivateFor contractorsWork at office
- Pennington Partners & Co. seeks a Private Wealth Manager in Washington, DC, dedicated to serving... ...families with personalized wealth strategies. You will lead a team to provide... ...investment advice and manage customized portfolios tailored to clients' financial objectives...Private
- ...investment banking, quantitative trading, private equity, hedge funds, and other non-... ...will be responsible for managing a portfolio, developing trading strategies, and risk management decisions for... ...locate and loan capabilities. Elite Trading Community: Engage with a...PrivateRemote workFlexible hours
$162.8k - $303k
Naval Acquisition Portfolio DirectorThe Opportunity:Serve as a strategic business leader,... ...partnerships to develop and execute business strategies aligned to Navy objectives. Direct all... ...environments Experience integrating private sector technology, processes, or partnerships...PrivateFull timeContract workPart timeWork at officeLocal areaRemote work- Goldman Sachs Private Wealth Management in Washington, DC seeks a Business Development Associate to support PWAs, analyze client portfolios, and help grow the book of business. You will assist in... ...in advancing to Private Wealth Advisor. #J-18808-Ljbffr Goldman Sachs Group...Private
- JPMorganChase in Washington, DC is seeking a Private Banker to advise families on building, preserving and managing wealth within the U.S. Private Bank. You will leverage investments, wealth planning, credit and banking to serve existing clients and attract new assets....Private
- ...drive growth for select Technology and Services clients. This role focuses on Growth Strategy, M&A, Commercial Due Diligence, Pricing & Revenue Monetization, Go-to-Market Strategy and Operating Model Design, with exposure to private equity portfolios. #J-18808-Ljbffr TeneoPrivate
$155.6k - $306.8k
Position Summary Private Equity M&A Strategy & Diligence Manager Our Deloitte... ...as they evaluate their portfolio and engage in buy-side and... ...Our clients include asset, wealth, and investment advisers and... ...D Team serves as strategic advisors to PE firms as they find ways...PrivateOdd jobWork experience placementLocal area- ...Strategic Financial Planning & Analysis (FP&A) Portfolio Analyst to support complex federal health IT portfolio strategy, investment planning, financial analysis, and executive... ...Agency, military health, VA, HHS, or other private sector or federal healthcare organizations....PrivateContract workFor subcontractorFlexible hoursShift work2 days per week
- A leading international financial institution is seeking a Principal Portfolio Manager for Credit Strategies in Washington, DC. This senior role involves managing large-scale private credit investments and requires an advanced degree and over 15 years of experience in portfolio...Private
- ...role involves overseeing the investment portfolio, ensuring that decisions are driven by impact... ...experience in venture capital or private equity. This position offers a competitive... ...successful candidate will define investment strategies and policies while fostering...Private
- ...seeking a Senior Manager to lead engagement teams in private equity due diligence, M&A-related projects, and growth strategy engagements. You will mentor junior staff,... ...with senior decision-makers across a portfolio of corporate and financial buyers. You will drive...Private
$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur... ...clients as they evaluate their portfolio and engage in buy-side and... ...Our clients include asset, wealth, and investment advisers... ...D Team serves as strategic advisors to PE firms as they find ways...PrivateOdd jobWork experience placementLocal area- ...when new job openings matching "Private Equity / Associate jobs in... ...& Skills, Financial Health & Wealth Creation, Housing Access & Affordability... ...s principal impact investing strategy. Responsibilities include... ...management of a diversified portfolio of mission-driven fund...Private
- Senior MBS Portfolio Manager (Senior Portfolio Officer) Job #: req38142 Organization: World... ..., the WBG works with public and private sector partners, investing in groundbreaking... ...institutions. The team develops investment strategies, provides advisory services, and integrates...PrivateInternshipWork at officeLocal areaWorldwide
$135k - $140k
...Director Of Security (Senior Portfolio Manager)Company: Admiral Security... ...responders, attending public-private partnership meetings,... ...trust and acting as a strategic advisor are central to this position.... ...client leadership regarding strategy, expectations, escalations, and...PrivateContract workSeasonal workWork at officeLocal areaFlexible hoursWeekend work- ...President, AI Solutions and Finance Strategy LeadThe Carlyle GroupVP /... ...new job openings matching "Private Equity / VP / Vice President... ...functions; maintaining a prioritized portfolio of AI use cases scored on... ..., the AVP acts as trusted AI advisor to finance leadership and...PrivateWork at office
- Paul Hastings' Private Equity Group is seeking a 2nd-5th Year Corporate Associate to join our team. Candidates must have experience representing... ...private equity sponsors in the acquisition and disposition of portfolio companies. Candidates may sit in our New York, Chicago, DC or...PrivateWork at office
- ...Merrill Advisor Development Program - Financial Advisor... ...: Merrill Wealth Management is a leading... ...experience to promote portfolio growth. The Merrill... ...planning and investment strategies for a client Completing... ...). Bank of America Private Bank is a division of...PrivateInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...families through integrated wealth and investment... ...across advisory mandates, private funds, and affiliated... ...The Associate Portfolio Manager will work alongside... ...and long-term wealth strategies. They bring clear, concise... ...registered investment advisor, family office, or...PrivateWork at officeLocal areaWork from homeWorldwide
- ...Lokey is hiring a Financial Analyst in Washington, DC for its Portfolio Valuation and Financial Advisory practice. You will research markets... ..., and build complex valuation models for hedge funds, private equity funds, and other asset managers. The role emphasizes developing...Private
- JPMorgan Chase & Co. in the U.S. Private Bank seeks exceptionally talented individuals who are collaborative, confident and motivated... ...you will advise families on building, preserving and managing wealth using investments, planning, credit and banking, within a local...PrivateLocal area
- ...of engagements for public and private, defense and civilian... ...DescriptionProSidian Seeks a Project Finance Advisor | Project Finance & Credit... ...emphasis on project finance strategy, underwriting support, risk... ...asset in your professional portfolio, enhancing your credentials....PrivateFull timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
- Capstone Analytic is seeking a Strategic FP&A Portfolio Analyst to support complex federal health IT portfolio strategy, investment planning, financial analysis, and executive decision support. This role will coordinate across stakeholders and translate data into actionable...
$118k - $140k
...maintain detailed project‑level and portfolio financial models... ...equity, project debt, and public‑private partnerships. Transaction Support... ...and support negotiation strategy. Strategic Collaboration Partner... ...lenders, investors, and advisors to build strong external relationships...PrivateBi-weekly pay- ...Corporation in Arlington, VA seeks a Senior Financial Advisor to retain Homestead Funds shareholders and attract... ...and in-person presentations. You will conduct portfolio reviews and tailor asset allocation strategies to each shareholder’s needs. The position requires...
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