Register
Recruit Create CV

Wealth Management Investment Analyst Jobs

Wealth Management/Investment Analyst
By Lead Advisor At New York City Metropolitan Area, United States
Ensure rebalancing, other trade orders and distributions are executed properly with direction from the CIO and wealth management advisors
Has 3+ years investment industry experience
Is highly detail oriented, procedural with excellent organizational skills
The core responsibilities of the role (but not limited to):
Conduct portfolio analysis and follow up research
Create investment proposals and recommendations for clients
Investment Associate- Wealth Management
By Northern Trust Corp. At , Miami

Responsible for all administrative aspects of a portfolio. This includes file set up on client accounts, ordering reports, processes physical stock and/or bond certificates, prepares all material ...

Wealth Management Investment Analyst
By NBT Bank At , Norwich
Bachelor's Degree, preferably in business or finance
Prior experience in a financial services related field is preferred but not required
Excellent written and oral communication skills
Ability to develop advanced knowledge of investment databases, systems, and applications
Unique Job Characteristics and Requirements:
Highly proficient with Microsoft Office, especially MS Excel and MS PowerPoint
Wealth Management, Sustainable Investment Project Manager, Associate
By JPMorgan Chase & Co At , New York, 10017 $95,000 - $155,000 a year
Exceptional project and process management skills – with 1-3 years in a Program Management/management-aligned role
Required Qualifications, Skills and Capabilities:
Lead/participate in meetings at the operational and project level with management and project sponsors to discuss strategy and relevant supporting details
Strong familiarity with project management and analysis software, such as Excel, MS Project, JIRA, Visio, Tableau, SharePoint, etc.
Manage complex technology initiatives throughout the product lifecycle, with far-reaching implications for clients, employees, and stakeholders
Identify and manage dependencies to facilitate product execution and development
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.
Wealth Management Investment Portfolio Manager - Multiple Locations
By U.S. Bank National Association At , Cincinnati, 45202 $87,465 - $113,190 a year
Thorough understanding of investment management
Strong knowledge of finance, economics and general business
Ability to quickly learn investment management systems and applications
Bachelor's degree, or equivalent work experience
Four or more years of investment experience
Well-developed interpersonal and verbal and written communication skills
Wealth Management – Investment & Research Team – Investment Governance Associate
By JPMorgan Chase & Co At , New York, 10017, Ny $85,500 - $135,000 a year
Industry experience, preferably in investment or asset management
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
Analytical skills and good working knowledge of Excel and PowerPoint. VBA or Programming knowledge a plus.
Strong written, verbal communication, and presentation skills
Support creation of new frameworks for oversight of new business initiatives
Compliance Analyst - Investment Management (Boston, Ma)
By Daley And Associates, LLC. At Boston, MA, United States
3-5+ years of compliance experience in Investment Management
Compliance Analyst – Investment Management
Prioritize the assessment of client mandates to promote and maintain compliance with contractual, firm, and regulatory requirements
Perform additional compliance related responsibilities as directed
Strong experience with the review and approval of marketing and advertising materials in financial services
Solid understanding of the Investment Advisers Act and the requirements of a Compliance and Risk program under the Adviser Act
Asset & Wealth Management - M&A Strategic Investments Analyst
By JPMorgan Chase & Co. At New York, NY, United States
Strong communication and presentation skills, and confidence presenting to and working closely with senior management
Required Qualifications, Capabilities, And Skills
Preferred Qualifications, Capabilities, And Skills
Strong organization skills, including ability to manage multiple projects and competing priorities in parallel
E xperience in investment banking, private equity, corporate development and/or strategy or management consulting
Financial services background (and especially asset and wealth management(and/or fintech) preferred, but not mandatory
Wealth Management Data Analyst
By Claire Myers Consulting At San Francisco, CA, United States
Potentially engage in additional tech management and integration, including CRM and client experience automation.
Demonstrated proficiency in reporting systems and data management is essential.
Manage and maintain investment data databases, such as Morningstar, to support informed decision-making.
Utilize strong MS Excel skills to analyze and present financial data effectively.
Work closely with internal stakeholders to understand reporting requirements and provide valuable insights.
Knowledge of investment databases like Morningstar is advantageous.
Analyst, Quantitative Investment Management
By Fidelity Investments At Boston, MA, United States
5+ years of work experience in the investment management industry in a role where quantitative finance and technical skills were required.
Experience with quantitative portfolio construction methods, optimization techniques, tax-sensitive management, portfolio analysis.
Ability to work across the organization in various disciplines to drive consensus/closure; strong collaboration and influence skills; project management mind-set
Partner with the investment architecture team and business partners as a subject matter expert to guide requirements for future platform capabilities.
Look for opportunities to improve investment management efficiency and effectiveness across Portfolio Engineering (e.g., scale, process, client outcomes)
Analyst, Quantitative Investment Management, Strategic Advisers
Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/ Sr. Analyst - New York
By Goldman Sachs At New York, NY, United States
Leverage your operational background and experience to contribute to a growing business
Manage advisory business implementation and rebalancing
Manage cash balances and private banking services in accounts
Plan and manage new account on boarding process
Provide overview of client reporting and web capabilities to potential new clients
Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
Analyst, Acquisitions - Cbre Investment Management
By CBRE Investment Management At New York, NY, United States
Support the asset and portfolio management teams with ad-hoc financial analysis and other requests.
Undergraduate degree in finance, economics, or business administration.
1-3 years of related experience in financial analysis/real estate transaction.
Strong analytical and problem-solving skills with phenomenal attention to detail!
Excellent verbal and written communication skills to effectively present information.
Support the Director of Acquisitions and Senior Analyst for the North region in underwriting and analyzing of logistics investment opportunities.
Business Systems Analyst , Investment Management
By Daley And Associates, LLC. At Boston, MA, United States
Effective relationship management, consensus building and influencing skills combined with the ability to “pushback” diplomatically on internal stakeholders.
Facilitate working sessions and collaborate with business managers and end-users to elicit business requirements.
Communicate business requirements, including summaries of current business processes, use-cases, data flow diagrams, data mapping and wire frame mock-ups.
Experience with SDLC & RDLC, including delivering custom, complex software solutions.
Experience with evaluating and implementing enterprise scale, off-the-shelf software.
Effective communication skills, both written and verbal, to all levels of an organization.
Paralegal, Investment Management Jobs
By CBRE At Los Angeles, CA, United States
Ability to comprehend, analyze, and interpret sophisticated business and legal documents. Requires sophisticated analytical and quantitative skills.
Ability to work collaboratively and optimally with a cross-section of the Finance/Accounting, Legal/Compliance, and business organizations.
Liaises with outside law firms to update legal billing information in Legal Tracker.
Provide Quarterly Litigation claim overviews.
Assists with the global "Know Your Customer" and client on-boarding requests.
Paralegal Certificate from ABA Approved Program optional.
Wealth At Work - Investment Relationship Officer Safe Act
By Citi At New York, NY, United States
Prior experience in wealth management or other financial services roles preferred
Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
Possess an expert knowledge in Citi’s client onboarding and account opening policies, procedures, and applications
5+ years of relevant experience
Ability to manage relationships both internal and external
Bachelor's/University degree or equivalent experience
Wealth Management - Investment & Research Team - Investment Governance Associate
By JPMorgan Chase & Co. At New York, NY, United States
Industry experience, preferably in investment or asset management
Required Qualifications, Capabilities And Skills
Preferred Qualifications, Capabilities And Skills
Analytical skills and good working knowledge of Excel and PowerPoint. VBA or Programming knowledge a plus.
Strong written, verbal communication, and presentation skills
Support creation of new frameworks for oversight of new business initiatives
Investment Analyst, Indirect - Cbre Investment Management
By CBRE Investment Management At Boston, MA, United States
Works with the Indirect Global Portfolio Management Team to provide support to quarterly reporting and response to ad hoc investment queries
Financial modelling skills with strong knowledge of Microsoft Excel (Argus exposure preferred)
1-4 years of experience in Real Estate Investments
BS/BA required, preferably with accounting, economics, finance, and/or real estate studies
Enjoys working autonomously and as part of a wider team with good interpersonal skills
Excellent written and verbal communication skills
Asset & Wealth Management, Fund & Info Management Analyst, New York
By Goldman Sachs At New York, NY, United States
Public Accounting / Asset Management experience preferred
Creating management presentations/responding to ad hoc requests and preparing analyses for same
Additional responsibilities will be based on the needs of the division and the candidate’s specific skills
Supporting/furthering technology initiatives related to the above responsibilities
Bachelor’s Degree in Accounting, Finance or other business discipline
Strong analytical skills and detail orientation
Investment Management Jobs
By Arch Companies At New York City Metropolitan Area, United States
Strong organizational and deadline management skills
Experience, Skills and Abilities Required
Various other acquisitions and portfolio related tasks, as directed by management
Create of offering memorandums to source capital for existing and new investments
3 - 5 years prior real estate underwriting and transaction experience, garden style multi-family a plus
Minimum Bachelor’s degree in business, finance, economics, accounting, real estate or other similar fields