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4+ years experience with Back Office Operations working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retirement Planner. Real Estate Investment Trust (REIT), Private Equity, Global Macro, Fixed Income, Mortgage, Credit, Distressed, Long/Short, Risk/Stat/Arbitrage, Emerging markets and Fund of Funds.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Preferred designations: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA). Your main objective will be to promote and sell our world-class suite of mutual funds, separately managed accounts, direct indexing, money funds, and DCIO business to Registered Investment Advisors (RIAs.
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Ensuring integration and consistency with MnDOT’s statewide and District investment goals and direction with consideration to stakeholder and public input and feedback. Assisting in the identification, scoping, implementation, and monitoring of transportation investments in the district segment of MnDOT’s 20-year Minnesota State Highway Investment Plan, 10-year Capital Highway Investment Plan, and Area Transportation Partnership-District One’s 4-year Area Transportation Investment Program.
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If you're a senior leader who wants to play in the big pond and have a solid understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting opportunity for you as a Senior Tax Manager on our growing team.
$272,090 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Solid knowledge of the wealth and investment management industry, including its unique needs, constraints, and opportunities. Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals.
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We respectfully ask a minimum 1-2-year commitment to this role, given the importance of young people having consistent, caring adults in their lives, and the significant investment our team will make into supporting and developing Coaches The High School Coach is a critical position within HSVS’ American Dream Coaching Program.
$57,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Assist media planner on RFP negotiation and own activation of media buys and vendor fulfillment. MMGY has an immediate position available for a Buyer, Paid Media Investment in our New York, NY office.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.
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Executes and hosts curated events per the ‘Event Roadmap’ provided by the Elevate Event Planner. The position provides exposure to a full spectrum of duties within a fast-growing real estate investment, development and management firm.
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Or without a degree, 3+ years of working on financial plans, investment background (mutual funds and annuities) and/or life insurance concepts A securities license, or insurance licensing, LH, and series 6 or 7 preferred.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
$80,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are looking for an experienced Senior Planner to join our Investment team and support the development of PMX Lift campaigns to drive sales growth and expand client demand. ResponsibilitiesThe Investment team, as a whole, is responsible for the PMX Lift campaign buying approach and tactical plan development.
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We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
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Certified Financial Planner (CFP) certification is preferred. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.
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Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus.
$150,000 a yearFull-timeExpandApply NowActive JobUpdated Today
planner investment jobs in New York, NY
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