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Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
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The integrated suite of investment solutions includes: actuarial services, asset/liability studies, cash flow analysis, investment policy design, asset allocation, investment manager research and selection, program construction, program monitoring and evaluation, portfolio rebalancing, performance measurement, risk management, defined benefit and defined contribution plan management, trust and custody services, and credit services.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Central Bank and International Account Services (CBIAS) area of the New York Fed's Markets Group serves the U.S. dollar reserve management needs of its official customers by offering payments, custodial, clearing and settlement, collateral management, and investment and liquidity services.
Full-timeExpandUpdated 20 days ago - UpvoteDownvoteShare Job
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Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms.
$55,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Transamerica is dedicated to building Americas leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products , including mutual funds, annuities, stable value solutions, as well as investment management services.
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As a highly visible member of the financial management team, will have frequent personal interaction with and substantial influence on all levels of USAA’s corporate leadership including Governance Committees, Executive Council, and affiliate boards, as well as important external constituents such as rating agencies, third-party investment firms, and regulators.
$216,750 - $390,150 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The BDA will receive hands on experience working alongside veteran Financial Wholesalers, Senior Portfolio Managers and Analysts, as well as the Distribution Management Team. Finally, the BDA will be instrumental in growing Angel Oak Capital's assets under management and helping launch new, ground breaking products in the securitized and alternative investment space.
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Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin. Our client, a growing RIA with over $1B in the wealth management division, is searching for an experienced Portfolio Manager to create and manage investment portfolios for their UHNW and HNW clients.
$140,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions and Real Estate, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics.
$150,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated 29 days ago - UpvoteDownvoteShare Job
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Family Office provides sophisticated solutions to streamline the intricate financial lives of ultra-high net worth families, through comprehensive coordination, advanced risk management, investment services and legacy preservation strategies.
Full-timeExpandUpdated 22 days ago - UpvoteDownvoteShare Job
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Asset Allocation, Capital Management, Corporate Finance, Economic Policy, Equities Trading, Financial Accounting, Investment Banking, Mergers and Acquisitions (M&A), Portfolio Strategies, Revenue Recognition.
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Serve as a trusted advisor with clients, which allows the Wealth Management & Trust Advisor to provide strategic investment advice as well as recommend value-added products and services.
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B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction and liquidation services.
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Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
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Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
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financial services investment management jobs Title: financial services representative in Moapa, Nevada
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