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853 jobs found
22.09.2023
JPM
JPMorgan Investment Specialist United States, New York, New York
DESCRIPTION: Duties: Provide wealth management advice to family office clients in alignment with their short, medium, and long term goals by conducting research and developing investment plans using knowledge of...
DESCRIPTION: Duties: Provide focused and tailored wealth management advice to ultra high net worth and sophisticated family office clients in alignment with their short, medium, and long term goals. Conduct...
Support investment reviews with clients to validate the clients' current investment objectives. Prepare recommendations of appropriate investment products. Assist with the development of investment policy statements and advice on asset...
Support investment reviews with clients to validate the clients' current investment objectives. Prepare recommendations of appropriate investment products. Assist with the development of investment policy statements and advice on asset...
Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy. Get training and one-on-one coaching from academy managers who are...
Required Qualifications, Capabilities, Skills Bachelors degree required; MBA or CFA preferred Series 7 & 66 required for position Seven plus years’ experience in Private Banking or Financial Services industry Ideal...
:The Investment Managementis responsible for supporting the Financial Advisor(s) and/or Advisorfor each client. Deliver full range of investment products andacross the enterprise ensuringto client goals and strategies while leveraging specialists...
DESCRIPTION: Duties: Provide wealth management advice to family office clients in alignment with their short, medium, and long term goals by conducting research and developing investment plans using knowledge of...
As an Investment Specialist at ExPoint, you have the opportunity to make a difference in the tech industry by helping companies grow and succeed. You will be responsible for evaluating and selecting investments, conducting due diligence, developing risk management strategies and managing investment portfolios. You will also be responsible for recommending and executing strategic financial initiatives, analyzing financial markets and trends, and assessing the risks associated with potential investments.
In this role, you will have the chance to partner with leading technology companies, venture capitalists and private equity firms. You must be knowledgeable about the latest trends and have the ability to interpret and apply them to your investment strategies. A successful Investment Specialist must develop and maintain relationships with the clients and understand their goals and objectives.
This is an exciting and challenging role that requires outstanding analytical and problem-solving skills. You must possess an advanced understanding of financial analysis, portfolio management, and the ability to effectively communicate your ideas, recommendations, and analysis to the team. An ability to interpret and make decisions based on financial information and market trends is essential.
As an Investment Specialist at ExPoint, you will be part of an innovative team working to build the future of the tech industry. With the right attitude, ambition and skill, you will have the opportunity to leave a lasting mark on this revolutionary gaming industry.