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Become Subject Matter Expert in financial business of asset management industry such as investment strategy and product offering research, portfolio construction, optimization and rebalancing, security selection, rich and cheap analysis, market and sector analysis, and algorithmic trading.
$230,000 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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PeopleShare is hiring for a thriving and expanding independent wealth management firm located in Lutherville, MD. They deliver advanced private wealth management solutions to individuals, business owners, and retirement plan sponsors primarily in Maryland and Washington, D.C. Join their dynamic team and help them continue to offer exceptional wealth management services to their growing client base.
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The Wealth Management Service Advisor is a full-time position reporting to the Lead Wealth Planner and Managing Director. A BA degree is required, preferably in finance, financial planning, accounting, or business; Graduate degree from business school would be a plus.
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6+ year relevant experience in the financial services industry with specific focus on Treasury, liquidity risk management, stress testing, liquidity reporting and/or asset liability management.
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This role represents an exceptional opportunity to shape the future of data strategy at a premier global investment firm with interdisciplinary nature of the business and wide-ranging asset class mix.
$300,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Your expertise in ServiceNow ITAM (Hardware Asset Management, Software Asset Management, Cloud Cost Management) will be crucial in delivering high-quality services and solutions to our clients, ensuring their business processes are streamlined and optimized.
$258,900 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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10+ years of experience in Business Continuity Risk, Third Party , Enterprise Risk Management, Change Management, Strategic Risk, Corporate Strategy, Enterprise Payments Risk, Operational Risk Management or a combination.
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Developing and executing the strategy for the transaction Designing the investor targeting and investor engagement Overseeing the team's production of valuation support, financial models, marketing materials, and legal documentation Providing excellent client relationship management.
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The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance, and communicates effectively with clients regarding their accounts, market conditions, and economic trends.
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Experience with liquidity stress testing, liquidity risk management, interest rate risk management, capital management and/or asset-liability management within large complex financial organizations preferred.
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Minimum of 10 years of direct experience in the asset management industry, overseeing teams responsible for core, day-to-day investment support activities. The right candidate for this role will have a minimum of 10 years' direct experience in the asset management industry, overseeing teams responsible for core, day-to-day investment support activities.
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Lead or contribute to strategic initiatives within the WMC department and across the WMAS division, in collaboration with key internal and external stakeholder groups, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services.
Full-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals.
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From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS.
$900,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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business strategy financial services asset management wealth jobs Title: consulting
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