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Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, high net work, HNW, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow.
$120,000 - $144,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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The Manager, Portfolio Management will manage client relationships for a portfolio of loans and will collect and review financial reporting and compliance, conduct risk management, perform financial and organizational assessments, follow industry trends and risks, and respond to client needs such as requests for modifications or extensions.
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XIG Platform Management team broadly is responsible for portfolio implementation and trading, liquidity management, executing equity and currency hedging programs, portfolio construction and monitoring, external manager on-boarding, product development and launch, private market deal closings, overseeing the business control framework as well as a number of important strategic initiatives.
Full-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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The AIMS Platform Management team is broadly responsible for portfolio implementation and trading, liquidity risk management, designing equity and currency hedging programs, portfolio construction and monitoring, external manager on-boarding and oversight, private market deal closing, valuation models for level 3 assets, overseeing the business control framework as well as a number of important strategic initiatives.
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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.
Full-timeExpandApply NowActive JobUpdated 27 days ago - UpvoteDownvoteShare Job
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On behalf of its clients, PPA will oversee portfolio construction, execution, and management and will partner with PGIM affiliates including PGIM Fixed Income, PGIM Private Capital, and PGIM Real Estate to deliver best in class private origination, credit underwriting, investment research, and risk management capabilities across a full range of asset classes.
$90,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Join the Principal Finance group in Macquarie Capital and be a part of the Global Operations team responsible for the middle office management of our principal investing portfolio, from pre-acquisition to divestment.
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As one of the world's leading financial groups with total assets of approximately $3.1 trillion (USD), MUFG (Mitsubishi UFJ Financial Group) offers services in corporate and investment, commercial, and consumer banking, as well as transaction banking, securities, wealth management, and more.
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Closely worth with regional wealth management teams to identify HNW opportunities within each regionYou haveExperience wholesaling wealth management, preferably advisory and/or alternative investmentsSeries 7 and 65/66 required; CIMA, CPWA or CAIA encouragedStrong relationship and consultative management skillsExcellent “live” presentation skills, articulate, polite, confident, able to build relationships with the Field, including GAs, Investment Specialists, FRs, MDs, and Home Office personnel.
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1-3 years of cash flow/project finance portfolio management/credit risk/relationship management. Supporting portfolio management, including analyzing amendment and waiver requests, assisting with monitoring periodic credit approval renewals, booking changes to existing transactions and assisting in preparing for and responding to internal and external audits.
Full-timeExpandApply NowActive JobUpdated 27 days ago - UpvoteDownvoteShare Job
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Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.
Full-timeExpandApply NowActive JobUpdated 27 days ago - UpvoteDownvoteShare Job
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This product management role will work on Aladdin Wealth Tech's portfolio presentation pillar, which focuses on developing and visualizing useful analytics, reporting, and storytelling capabilities for financial advisors, bankers, and other wealth management users.
$132,500 - $157,500 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Support the Investment Team with quantitative research and analysis of investment opportunities across various asset classes, including equities, fixed income, and alternative investments with a strong focus on risk management and portfolio construction.
$170,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Tailored Lending Group within Morgan Stanley Wealth Management is seeking an Asset Manager for our Liquid Products Team which specializes in bespoke financing transactions for Ultra-High Net Worth clients, including diversified and concentrated Securities Based Loans (SBL) and Cash Surrender Value of Life Insurance policies (Life Insurance Loans.
$80,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Citi Global Wealth delivers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking.
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wealth management portfolio jobs in New York
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