Investment Product Specialist

Investment Origination Role at CAISCAIS is a pioneer in democratizing access to and education about alternative investments for independent financial advisors. As a Vice President of Investment Sourcing, you will be responsible for sourcing, reviewing, monitoring, and engaging alternative asset managers and investment strategies to ensure best-in-class...

Leah Yosef International seeks an Alternative Investments Specialist to build and lead the investment packaging and distribution arm within an endowment model approach to investing. This role will partner directly with the CIO and offer a clear track to equity and partnership.Key ResponsibilitiesParticipate in idea generation, research, and manager due...

Job SummaryAIG is seeking a highly skilled Investment Accounting Specialist to join our team. As a key member of our Investment Accounting group, you will be responsible for the accounting and reporting of AIG's invested assets, including fixed maturity securities, private equity, hedge funds, commercial/residential loans, and equity securities.Key...

Job DescriptionWe are seeking a skilled Investment Reporting Specialist to join our team at The Rockridge Group. The ideal candidate will have a strong background in investment management and a proven track record of producing high-quality client reports.Key Responsibilities:Produce global standard and custom client reportsCollaborate with Client Service...

Job OverviewSnakorpio Group Inc. is seeking a highly skilled Investment Accounting Specialist to join our team. As a key member of our Investment Accounting and Operations team, you will be responsible for managing the investment accounting for our firm's products and investments.Key responsibilities include:Preparing timely and accurate Net Asset Values and...

About Rockefeller FinancialRockefeller Financial is a leading independent financial advisory services firm with a rich history dating back to 1882. As a member of the Investment and Client Solutions Group, you will be part of a team that provides strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...

Global Health Investment Corporation is a pioneering health impact venture firm focused on investing in transformational technologies and products that will enable a healthier world and safer future for all.We are seeking an Associate to join our investment team in New York City, where you will source, evaluate, and execute investment opportunities in...

Job SummaryThe Investment Trust Specialist plays a critical role in supporting the department and Stifel's Financial Advisors with all matters related to Unit Investment Trusts. This includes marketing, sales, trading, servicing, and operations. The successful candidate will work closely with key members of the Firm, including Compliance, Operations, and...

Job Title: Investment Portfolio SpecialistJob Summary:We are seeking a highly skilled Investment Portfolio Specialist to join our team at Polymer Capital. As an Investment Portfolio Specialist, you will be responsible for generating investment ideas and conducting in-depth industry and company research.Key Responsibilities:Collaborate closely with our...

Role OverviewThe Investment Specialist (IS) team is part of the Global Fixed Income and Liquidity Solutions Portfolio Management team at Goldman Sachs Asset & Wealth Management.As a key member of this team, you will work closely with Client Portfolio Managers (CPMs) to develop and grow our Fixed Income product offerings.This includes providing portfolio and...

About the Role:As a Client Service Specialist at DWS Group, you will play a crucial role in advancing the company's Active, Passive, and Alternatives strategies with financial advisory clients across intermediary Wealth channels. Your primary responsibility will be to develop and maintain business relationships with financial advisor professionals in the...

Job Title: Investment Banking AnalystWe are seeking a highly skilled Investment Banking Analyst to join our team at Crédit Agricole Corporate and Investment Bank. As an Investment Banking Analyst, you will be responsible for supporting the origination and execution of Mergers & Acquisitions and Equity Capital Markets transactions.Key...

About the RoleAt Robinhood, we're pushing the boundaries of AI to revolutionize investing. As a Product Designer for AI-Driven Investing Solutions, you'll play a key role in defining how we leverage AI to empower our users to make smarter investment decisions. You'll work closely with our data scientists, engineers, and product managers to create...

Accounting for Investment ProductsThe Investment Accounting group at AIG is responsible for the accounting and reporting for AIG's Invested Assets of over $300 billion. This includes fixed maturity securities, private equity, hedge funds, commercial/residential loans, and equity securities.As an Accounting Manager for Investment Products, you will be...

The Investment Accounting Specialist will collaborate with the Manager of Investment Accounting and other accountants to gather investment information, post journal entries, and reconcile data related to the corporation's investment portfolios. This role involves coordinating with third parties, maintaining an up-to-date database of the corporation's...

About the RoleiCapital is seeking a seasoned marketing professional to join the Investment Products Marketing team as a Vice President or Senior Vice President. This individual will report to the Head of Product and Audience Marketing and be responsible for supporting the launch of new funds on our technology platform and onboarding new users to the...

Job Title: Attorney: White Collar, Regulatory, Investment Product Fraud SpecialistJob Summary: We are seeking an experienced Attorney to lead and pursue complex investigations and litigation using the Martin Act and other laws. The ideal candidate will have a strong background in white-collar investigations, securities fraud, and financial markets.Key...

Investment Banking SpecialisteFinancialCareers is seeking a highly motivated and experienced Investment Banking Specialist to join their Restructuring and Special Situations team. The ideal candidate will have a strong background in financial analysis, restructuring, and special situations advisory.Key Responsibilities:Conduct detailed financial analysis and...

Investment Opportunities for Ultra High Net Worth IndividualsLeah Yosef International seeks an experienced Alternative Investments Specialist to join our team in NYC. This role involves building and leading the investment packaging and distribution arm within an endowment model approach to investing.Key Responsibilities:Participate in idea generation,...

About the RoleiCapital is seeking a seasoned marketing professional to join our Investment Products Marketing team as a Vice President or Senior Vice President. The successful candidate will be responsible for leading the launch of new funds on our technology platform and onboarding new users to the investment platform.This individual will work closely with...