Investment Planning Specialist

Natixis 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...

Company OverviewCapstone Investment Advisors is a global alternative investment management firm operating across a broad range of derivatives-based strategies with a deep understanding of volatility. Our commitment to provoking the evolution of asset management provides us with a perpetual hunger for knowledge that drives the improvement of our approach to...

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...

**Job Summary**Citigroup, Inc. is seeking a highly skilled Investment Banking Specialist to join our team. As an Investment Banking Specialist, you will be responsible for assisting traditional and alternative asset management clients in raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions and other...

Investment Operations and Financial Expertise Sought at BlackstoneWe are seeking a seasoned Investment Operations Specialist to join our team at Blackstone. As a key member of our operations department, you will be responsible for ensuring the smooth day-to-day functioning of our investment operations.Your primary responsibilities will include overseeing the...

We are seeking a Financial Planning Specialist to join our team at Wellington Adams Financial Group. As a Financial Planning Specialist, you will work closely with senior advisors to support the delivery of comprehensive financial planning and investment management services.Position OverviewThis role is ideal for someone who has prior experience in financial...

Key ResponsibilitiesWe are seeking a highly motivated Investment Relations Specialist to join our dynamic team. The successful candidate will assist in preparing materials for investment offerings, facilitate investor requests, and create prep materials for team meetings.The ideal candidate will have an undergraduate degree and at least 3-5 years of...

Pzena Investment Management, a leading global equity investment adviser and broker-dealer, is seeking a highly skilled Senior Financial Content Specialist to join their Marketing & Client Services team. With over $70 billion in assets under management, the company offers a unique opportunity for professionals to grow with a dynamic organization.The ideal...

About the RoleThis is an exciting opportunity for a Investment Platform Specialist to develop an in-depth understanding of The Zoe Wealth Platform's lead generation service and investment platform. You will utilize consultative sales techniques to educate advisors, guide them through the purchasing process, and facilitate the acquisition, retention, and...

Fidelity Investments, a leading provider of financial services, is seeking an experienced Financial Planning Specialist to join our team. This role offers the opportunity to work with clients in a face-to-face setting, providing personalized guidance and planning to help them achieve their financial goals.In this position, you will be responsible for...

A leading global investment firm in New York, NY, seeks a skilled Senior Investment Credit Specialist to join its Credit Solutions Group. The firm aims to deliver attractive investment returns by adopting a patient and disciplined approach, employing top talent, and fostering growth in its portfolio companies and communities.The private credit team uniquely...

About Us:Recruit Monitor is a leading recruitment agency specializing in financial services. Our mission is to connect talented professionals with top companies in the industry.Job Description:Role SummaryWe are seeking an Alternative Investment Specialist to join our team. The successful candidate will be responsible for conducting everyday...

The Investment Solutions Specialist plays a critical role in Citigroup Inc's wealth management services, working closely with clients and the Banker teams to deliver tailored solutions that meet their needs. With 2-5 years of relevant experience, this specialist assesses risk when business decisions are made, demonstrating consideration for the firm's...

Asian Infrastructure Investment Bank Job DescriptionWe are seeking a highly skilled Transport Sector Specialist to join our team at the Asian Infrastructure Investment Bank. The ideal candidate will have a Master's degree or equivalent in transport engineering, transport economics, or related fields and a minimum of 8-10 years of relevant experience in the...

About the RoleWe are seeking a highly skilled Infrastructure Investment Specialist to join our team at eFinancialCareers. The successful candidate will have a strong background in private infrastructure equity and/or infrastructure project finance, with associate-level experience in Mergers & Acquisitions or asset management.ResponsibilitiesChampion...

About the Role:We are seeking a detail-oriented Quantitative Analyst or Investment Portfolio Specialist to join our dynamic team. The ideal candidate will have a strong quantitative background, proficiency in coding, and experience working with financial and market analysis tools.Responsibilities:Framework Development: Develop and maintain frameworks for...

Unlock Career Opportunities in Alternative InvestmentsWe are seeking an experienced Investment Operations Specialist to join our team at Yieldstreet. As a key member of our operations team, you will play a crucial role in supporting the growth and success of our private market investment platform.About the Role:This is a great opportunity for someone with...

Investment Workflow Solutions SpecialistAt Millennium Management LLC, we believe that innovative technology solutions are key to driving business success in the alternative asset financial services industry. That's why we're seeking a highly skilled Investment Workflow Solutions Specialist to join our team in New York.In this role, you will work closely with...

About Our ClientJ Harlan Group, LLC is a leading private equity investment manager specializing in the transportation sector. We are seeking a highly motivated and detail-oriented Investment Accounting Specialist to join our team. In this role, you will be responsible for facilitating and completing monthly close procedures, recording journal entries, and...

Coda Search&Staffing is looking for an exceptional Investment Portfolio Finance Specialist to liaise with trading/financing desks, counterparties, exchanges, prime brokers, and custodians to assist in the lifecycle of a trade.Key Responsibilities:·Assist in managing investment portfolios and maintaining relationships with key stakeholders.·Collaborate with...