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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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We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
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The Vice President we seek to hire will serve as a key member of the Services and Industrials sector team, critical to the underwriting, credit approval and portfolio management processes for transactions, including initial screening of deals, structuring, proposal issuance, detailed due diligence, formal credit approval, negotiation of documentation and closing.
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Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
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Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
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From portfolio construction and investment research to client communication and prospecting, AssetMark’s wealth management technology provides advisors with the means of transforming their practice for the better.
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You will help manage the design and delivery of the Risk controls assurance program, portfolio of projects, incident management, and implementation of overall operational risk management framework elements.
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We are a personal financial planning and investment firm located in Mercer Island, seeking an exceptional Client Service Associate to deliver top-notch trading, portfolio allocation, and administrative support to our team and valued clients.
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DescriptionMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
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3-5 years of client-facing experience with an investment consulting/management firm, family office, or RIA. Judson Group has been retained by a growing independently held RIA in the search for an Associate Wealth Advisor.
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Within GSAM, the Quantitative Investment Strategies (QIS) group is responsible for managing client assets, and is a market leader in quantitative portfolio management. Clients include public, corporate and charitable institutions, high net-worth individuals, retail investors, and various portfolio management groups within the division.
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We are looking for an Equity Trader to :•interface with and trade for several portfolio managers•trade and provide oversight of transaction costs and operational risks across all macro securities•collaborate with portfolio managers to develop a clear trade strategy, including cost forecasting, trade construction, and trade sizing•provide value-added commentary on security price action, market movements and macro themes.
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You will oversee client portfolio management and collaborate with internal Investment and Operations teams to provide the very best support and advice. The purpose of our asset management business is to help our clients invest for the future — whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.
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You will oversee the design and delivery of the Risk controls assurance program, portfolio of projects, incident management, and implementation of overall operational risk management framework elements.
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Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management and portfolio management) in compliance with our investment and planning strategies.
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