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Private Bank Latin Events Analyst Jobs

U.s. Private Bank – Investment Professional – Analyst
By JPMorgan Chase & Co At , Greenwich, 06830 $76,000 - $100,000 a year
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
1-2 years of industry related experience
Exceptional follow-up and follow-through skills
Experience and interest in financial markets and concepts
Create mandates for discretionary accounts
Work with Team Leader to monitor Client Advisor loadings.
International Private Bank- Investment Professional- Gfg
By JPMorgan Chase & Co At , New York, 10017 $150,000 - $160,000 a year
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
1-2 years of industry related experience
Exceptional follow-up and follow-through skills
Experience and interest in financial markets and concepts
Create mandates for discretionary accounts
Work with Team Leader to monitor Client Advisor loadings.
Wealth Management - Latin America Private Bank - Investment Professional - Latam South - Miami, Fl
By JPMorgan Chase & Co At , Miami, 33131
Minimum 3 years of experience in a wealth management / private bank
Manage road show schedules, manage sales management priorities and track follow up. Create Investment Mandates.
Excellent interpersonal skills, both written and oral
Ability to multi-task and manage priorities effectively
Good judgment and problem solving skills
Analysis/interpretation of client data, assist in development of client presentations, work with Team Leader to monitor Investor loadings.
U.s. Private Bank – Investment Specialist - Associate
By JPMorgan Chase & Co At , Tampa, 33602
Capital markets or institutional brokerage experience
Ability to multi-task and manage priorities effectively
Strong analytical, quantitative, and problem-solving skills
Support investment reviews with clients to validate the clients' current investment objectives
Prepare recommendations of appropriate investment products
Assist with the development of investment policy statements and advice on asset allocation
Analyst, Latin America Jobs
By 60 Decibels At ,
Excellent project management competence: timely delivery, high quality output, great communication.
Manage the team of research assistants during data collection and project execution.
0-2 years of relevant professional experience; bachelor's degree is preferred.
Excellent mathematical and/or research skills.
Experience making data-driven decisions and synthesizing information.
Specifically, your responsibilities will include:
Senior Executive Assistant, Citi Private Bank
By Citi At , Beverly Hills, 90212, Ca $84,230 - $109,840 a year
Manages day to day calendar(s) of senior management
Directly supports a Managing Director level manager and generally supports an entire department
Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls
Previous office administration experience, preferably within a large and complex financial services or similar organization
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor's/University degree or equivalent experience
U.s. Private Bank - Program Analyst Banker
By JPMorgan Chase & Co At , Denver, 80202, Co $100,000 - $110,000 a year
Research client inquiries and manage follow up communication and materials
No more than two years of work experience following completion of undergraduate program
Superior multi-tasking and organizational skills
Excellent communication skills and poise giving presentations
Help devise customized financial strategies for existing and prospective clients
Prepare pitch books and meeting materials
Assistant Private Events Jobs
By Invited At Granger, IN, United States
Manage marketing plan and materials for private events
Manage private event social media posts
Prefer a minimum of two (2) years experience with a proven track record.
Sales experience preferably in catering and private event functions.
Must have practical knowledge of food preparation and social customs of etiquette, especially in regards to private events.
Become proficient in the use of the Cater Pro catering program (training will be provided)
Key Private Bank Portfolio Analyst
By KeyBank At Portland, ME, United States
Has the knowledge and ability to manage investment portfolios within a fiduciary framework.
Client reporting and book management tools
Trust accounting system and portfolio management system
Undergraduate Degree or 1+ year of prior related experience
On the job and as required to maintain licenses and certifications
Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.
Private Events Coordinator Jobs
By Soho House & Co At Chicago, IL, United States
Strong organizational and project management abilities.
Manage event documentation such as BEOs, contracts, custom menus, receipts
Make introduction to Assistant Private Events Manager or Head of Private Events depending on site and overall scope of the event
Assist Events Managers as needed
Minimum 1+ years relevant experience
Excellent written and oral communication skills.
Policy Analyst, Latin America
By The Heritage Foundation At Washington DC-Baltimore Area, United States
Experience: 3-5 years in public policy research and advocacy; extensive knowledge of
Education: Graduate degree relevant to Latin American affairs policy or
Conduct policy analysis and scholarly research.
Develop innovative policy recommendations and proposals.
Organize data and information into effective policy or advocacy papers.
Organize in-person and virtual events and meetings with key stakeholders.
U.s. Private Bank - Program Analyst Banker
By JPMorgan Chase Bank, N.A. At , New York, Ny $100,000 - $110,000 a year
Demonstrated aptitude for sales and client relationship management
Research client inquiries and manage follow up communication and materials
No more than two years of work experience following completion of undergraduate program
Superior multi-tasking and organizational skills
Excellent communication skills and poise giving presentations
Help devise customized financial strategies for existing and prospective clients
U.s. Private Bank - Program Analyst Banker
By JPMorgan Chase Bank, N.A. At , Summit, Nj $100,000 - $110,000 a year
Demonstrated aptitude for sales and client relationship management
Research client inquiries and manage follow up communication and materials
No more than two years of work experience following completion of undergraduate program
Superior multi-tasking and organizational skills
Excellent communication skills and poise giving presentations
Help devise customized financial strategies for existing and prospective clients
U.s. Private Bank - Investment Professional - Analyst
By JPMorgan Chase Bank, N.A. At , Greenvale, 11548, Ny $76,000 - $100,000 a year
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
1-2 years of industry related experience
Exceptional follow-up and follow-through skills
Experience and interest in financial markets and concepts
Create mandates for discretionary accounts
Work with Team Leader to monitor Client Advisor loadings.
Citi Private Bank - Hnw Banker - Svp
By Citi At New York, NY, United States
Help clients achieve broad financial/investment goals related to the creation and management of wealth.
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
Align complementary experiences and skill sets of team members to maximize client effectiveness.
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Effectively manage client expectations regarding what can and cannot be executed on their behalf.
Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
Private Events Manager Jobs
By Soho House & Co At Brooklyn, NY, United States
Event Management – ideally at least three years’ experience, or equivalent experience
Project Management - ability to manage all areas of a project concurrently
Manage schedule to be at the appropriate property as per schedule.
A multi-tasker and great organizer - ability to manage multiple projects at once
Working knowledge of Outlook, Excel, Word, InDesign, Adobe software.
A sophisticated communicator with high standards of performance together with excellent communication, problem solving and listening skills
Administrative Assistant, Citi Private Bank Orange County
By Citi At , Costa Mesa, Ca $53,220 - $69,410 a year
Manages day to day calendar(s) of senior management; arranges meetings and secures meeting rooms
Supports the departmental records management process in line with regional policy and guidelines
Directly supports a Business Manager
Securely manages confidential, strategic, personal, and business critical information
Liaises with IT helpdesk and general service functions to resolve technical issues on behalf of the managers and wider teams
Previous office administration experience preferably within a large and complex financial services or similar organization
Citi Private Bank - Latam - Junior Banker
By Citi At , Miami, Fl $175,000 - $250,000 a year
Help clients achieve broad financial/investment goals related to the creation and management of wealth.
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
Align complementary experiences and skill sets of team members to maximize client effectiveness.
Effectively manage client expectations regarding what can and cannot be executed on their behalf.
Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
Executive Administrative Assistant - Latin America Private Bank New York Team
By JPMorgan Chase Bank, N.A. At , New York, Ny $33.79 - $48.07 an hour
Tact and good judgment in confidential situations, and proven experience interacting with senior management
Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management
Manage the coordination and logistics of both internal and external meetings
At least five years of administrative experience, ideally supporting at the Managing Director level (or equivalent) or above
Strong interpersonal, written, and oral communication skills
Maintain complex and detailed calendars and ensure important deadlines are met
U.s. Private Bank - Private Banker - Vice President
By JPMorgan Chase & Co. At San Antonio, TX, United States
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Six plus years of work experience in Private Banking or Financial Services
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business

Are you looking for an exciting opportunity to work in the Latin events space? We are looking for a Private Bank Latin Events Analyst to join our team and help us analyze and interpret Latin events data. You will be responsible for providing insights and analysis to help us make informed decisions. If you have a passion for Latin events and a keen eye for detail, this could be the perfect job for you!

Overview:

A Private Bank Latin Events Analyst is responsible for providing analysis and support for Latin American events, such as conferences, seminars, and other events. The analyst will work closely with the Private Bank’s Latin American team to ensure that events are successful and that all necessary information is collected and analyzed.

Detailed Job Description:

The Private Bank Latin Events Analyst is responsible for providing analysis and support for Latin American events. This includes researching and analyzing event data, preparing reports, and providing recommendations to the Private Bank’s Latin American team. The analyst will also be responsible for coordinating with vendors, managing event budgets, and ensuring that all necessary information is collected and analyzed. The analyst will also be responsible for providing support to the Private Bank’s Latin American team in the planning and execution of events.

What is Private Bank Latin Events Analyst Job Skills Required?

• Strong analytical and problem-solving skills
• Excellent organizational and communication skills
• Ability to work independently and in a team environment
• Proficiency in Microsoft Office Suite
• Knowledge of Latin American culture and customs
• Knowledge of event planning and management

What is Private Bank Latin Events Analyst Job Qualifications?

• Bachelor’s degree in Business, Economics, or a related field
• At least 3 years of experience in event planning and management
• Fluency in Spanish and English
• Knowledge of Latin American markets and economies

What is Private Bank Latin Events Analyst Job Knowledge?

• Knowledge of Latin American markets and economies
• Knowledge of event planning and management
• Knowledge of Latin American culture and customs

What is Private Bank Latin Events Analyst Job Experience?

• At least 3 years of experience in event planning and management
• Experience working with vendors and managing event budgets
• Experience in data analysis and report preparation

What is Private Bank Latin Events Analyst Job Responsibilities?

• Research and analyze event data
• Prepare reports and provide recommendations
• Coordinate with vendors and manage event budgets
• Provide support to the Private Bank’s Latin American team in the planning and execution of events
• Ensure that all necessary information is collected and analyzed