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A minimum of 2-5 years of relevant experience on the buy- or sell-side within private credit or credit research, private equity, investment banking, or management consulting. Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets.
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Generate new fee income, and maintain existing fee income, for Investment Management and Trust Services by establishing and managing brokerage relationships with clients referred by internal and external sources.
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The Investment Analyst is actively involved in all aspects of portfolio management, and investment and manager research. Monitor third-party data entry and management of cash flows and investment manager reporting.
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For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.
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This Audit Director role sits within the IA Banking and Client team, primarily focusing on audit assurance activities relating to corporate and investment banking, client coverage, research and marketing.
$170,000 - $300,000Full-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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As a member of the Investment Research Leadership Team, the Associate Director, Global Industry Research is responsible for providing strategic and talent management support to the Directors of Research in many areas related to markets/securities/ performance and investment philosophy and process.
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Approximately 61 percent of SWIB’s investment professionals are Chartered Financial Analyst (CFA) charterholders. Through SWIB’s effective and innovative investment management, WRS remains one of the only fully funded US public pensions.
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Coordinate with investment banking coverage, interest rate/FX risk management to provide clients with holistic corporate finance and capital structure solutions. 1 year minimum of investment banking experience or the equivalent, including ‘Big 4’ Professional Services Firms (e.g. Ernst & Young, PwC) within Transaction/Tax Advisory and Diligence; Financial Services Advisory; or Audit Services.
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Strong knowledge of stress testing and securities markets (fixed income and cash) in investment management, risk management, and/or consulting. The role involves interactions with SSGA investment teams globally, including portfolio management, product management, trading, legal, and operations.
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We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
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Highly proficient in all areas of real estate finance and investment analysis including financial and economic analysis at asset and portfolio levels, portfolio strategy, valuation, macroeconomic and market trends, financing, development analysis, lease rates, pricing, deal structuring, project management and scheduling.
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Product knowledge of core investment management services including custody, fund administration, transfer agency, middle office, foreign exchange, credit, securities lending, cash management and data-solutions.
$150,000 - $190,000 a yearExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA.
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IA is comprised of the following global functional audit teams covering the various business areas of the firm: Global Markets, Investment Management, Investment Banking, Merchant Banking, Global Investment Research, Consumer, Compliance & Legal, Technology, Finance, Risk, HCM, Executive Office and CWS.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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