Investment Planning Expert
3 days ago
At Wellington Adams Financial Group, we're committed to helping our clients achieve their financial goals through comprehensive financial planning and investment advisory services.
Our Approach:We take a personalized approach to financial planning, working closely with our clients to understand their unique needs and objectives. Our team of experienced advisors is dedicated to delivering exceptional client service and supporting the growth of our employees.
Key Responsibilities:
- Assist in the preparation of comprehensive financial plans, including data gathering, analysis, and financial projections.
- Participate in client meetings to provide support and ensure follow-up on action items.
- Communicate with consumers using multiple methods to initiate prospective relationships and foster relationships with existing clients.
- Collaborate with the advisory team to develop and implement tailored investment strategies.
The estimated annual salary for this position is $55,000 - $65,000, with opportunities for commission/fee-based income. We offer a competitive compensation package, mentorship, and professional development opportunities.
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Investment Performance Expert
4 days ago
New York, New York, United States Brookfield Asset Management, Inc. Full timeFinancial Analysis PositionBrookfield Asset Management, Inc. is looking for a highly skilled Financial Analysis expert to join its FP&A team. In this role, you will be responsible for performing financial analysis and presenting findings to senior management and investors. This position requires extensive knowledge of investment business plans, market...
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Investment Finance Expert
4 days ago
New York, New York, United States PIMCO Full timePIMCO Internship OverviewAs a global leader in active fixed income, PIMCO offers a dynamic internship program for students to gain hands-on experience in the financial markets. Our 10-week program provides a comprehensive learning experience, including training sessions, networking events, and project work. You will have the opportunity to work with our...
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Investment Data Analytics Expert
4 days ago
New York, New York, United States Arootah Full timeA rootah's experienced roster of consultants supports hedge funds and family offices, offering expert guidance on data strategy and investment analytics. Our team partners closely with clients to develop actionable insights, driving informed decision-making and maximizing returns.Job OverviewThis role involves collaborating with Arootah's highly prestigious...
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Investment Banking Compliance Expert
4 days ago
New York, New York, United States Barclays Full timeJob SummaryAs a Vice President of Investment Banking Compliance, you will provide expert advisory on complex Investment Banking matters with senior business stakeholders on a consistent basis. You will guide the Equity Capital Markets team in providing guidance on business trading inquiries, identifying and assessing regulatory, market conduct, and...
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Data Scientist
3 weeks ago
New York, New York, United States United Nations Full timeAbout the United NationsThe United Nations is an international organization that aims to maintain peace and security, promote sustainable development, protect human rights, and deliver humanitarian aid. As a leading global institution, we require highly skilled professionals to support our mission.Job SummaryWe are seeking a Data Scientist - Investment...
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Investment Fund Services Expert
4 days ago
New York, New York, United States Gen II Fund Services LLC Full timeJob SummaryWe are seeking an Investment Fund Services Expert to join our team at Gen II Fund Services LLC. As a key member of our team, you will be responsible for managing a portfolio of clients, providing exceptional customer service, and driving revenue growth through strategic account planning and management.This role is ideal for someone with a strong...
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Investment Planning Specialist
5 hours ago
New York, New York, United States Havas Group Full timeJob Overview:Havas Group is committed to offering equal opportunities to all potential employees and has zero tolerance for discrimination. We are an equal opportunity employer and welcome applicants irrespective of age, sex, race, ethnicity, disability, and other factors that have no bearing on an individual's ability to perform their job. The Investment...
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New York, New York, United States Citigroup Inc Full timeJob Title: Strategic Advisory Services, Investment Banking AssociateCompany Overview:Citigroup Inc. is a global leader in the financial industry, providing innovative solutions to our clients. Our team of experts works tirelessly to deliver exceptional results.Salary:The estimated annual salary for this role is between $175,000 and $225,000, based on factors...
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Investment Funds Attorney/Associate Expert
5 days ago
New York, New York, United States Ethical Search Professionals Full timeJob Title: Investment Funds Attorney/Associate ExpertType: Direct HireID: GA157-2737752About the Role: Ethical Search Professionals is seeking a highly experienced Investment Funds Attorney/Associate to join their team in either Charlotte or New York office. This position involves working on investment management and fund formation, requiring excellent...
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Investment Banking Credit Specialist
4 days ago
New York, New York, United States Natixis Corporate & Investment Banking Full timeNatixis Corporate & Investment Banking is seeking a highly skilled professional to fill the position of Investment Banking Credit Specialist. As a key member of our investment banking team, you will be responsible for analyzing credit risk and developing strategic plans to optimize our corporate banking portfolio. Your expertise in credit analysis, risk...
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New York, New York, United States Jameson Legal Full timeThis is an exceptional opportunity for an attorney to join our team as a Fund Formation and Investment Management Associate in New York.Key ResponsibilitiesAssisting clients with the structuring, formation, and ongoing management of private investment funds.Providing advice on a broad range of fund types, including venture capital, growth equity, and buyout...
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AVP Investment Banking
4 days ago
New York, New York, United States Barclays Full timeRole Overview:This AVP Investment Banking & Healthcare Expert role offers a unique opportunity to join our esteemed Investment Banking team at Barclays. You will be responsible for delivering high-quality financial advisory services to clients within the biopharma sector.Key Responsibilities:Develop and implement comprehensive financial models and analyses...
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New York, New York, United States iCapital Full timeAbout iCapitaliCapital is a leader in the financial technology industry, powering the world's alternative investment marketplace. Our platform provides innovative solutions for advisors, wealth management firms, asset managers, and banks to evaluate and recommend bespoke public and private market strategies for high-net-worth clients. With a strong presence...
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Regulatory Compliance Expert
4 weeks ago
New York, New York, United States AJ Consultancy Full timeJob OverviewAJ Consultancy is seeking a seasoned Regulatory Compliance Expert to oversee investment banking activities and ensure adherence to regulatory requirements.Key Responsibilities:Compliance Oversight: Verify all investment banking activities comply with FINRA, SEC, and other relevant regulations.Filing Requirements: Prepare and submit regulatory...
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Investment Research Expert
3 weeks ago
New York, New York, United States Soros Fund Management Full timeCompany Overview">Soros Fund Management LLC (SFM) is a global investment firm managing approximately $28 billion in net assets. The company operates as a family office, with the majority of assets under management on behalf of the Open Society Foundations (OSF). As a leading charitable foundation, OSF promotes justice, human rights, and democracy globally,...
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Strategic Finance Expert
4 weeks ago
New York, New York, United States PIMCO Full timeAbout PIMCOPIMCO is a leading global investment management firm with a long history of expertise in active fixed income and credit markets. Our deep understanding of complex debt markets enables us to invest our clients' capital across a wide range of fixed income and credit opportunities.We have a flexible capital base and strong relationships with issuers,...
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Investment Relations Expert
3 weeks ago
New York, New York, United States Titan Full timeAbout TitanTitan is an award-winning, members-only wealth management firm reimagining how ambitious professionals manage and experience their wealth. As a leading player in the industry, we're backed by prominent Silicon Valley firms, including a16z and General Catalyst.Vision StatementWe understand that money isn't just currency; it's the driving force...
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ALM and Investment Expert
4 days ago
New York, New York, United States New York Life Insurance Co Full timeAbout the JobWe are seeking a skilled Director to lead our ALM and Investment Strategy efforts. The ideal candidate will have a strong background in investment or insurance, with expertise in fixed income investments, insurance company finance, and liabilities.
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CLO Structurer
3 weeks ago
New York, New York, United States Natixis Corporate & Investment Banking Full timeAbout Natixis Corporate & Investment BankingNatixis Corporate & Investment Banking is a leading player in the global structured finance market. Our team of experts provides innovative solutions to clients across the globe, helping them navigate complex financial transactions.Job Title: CLO StructurerWe are seeking a highly motivated and detail-oriented...
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Investment Banking Expert
2 weeks ago
New York, New York, United States Prospect Rock Partners Full timeJob OverviewWe are seeking a highly motivated Investment Banking Analyst 2/3 to join our Consumer team in NYC. As an experienced professional, you will assume significant responsibilities and contribute to the success of our middle-market investment bank.