Associate – Investments (Pre
Key Responsibilities Include: • Financial Analysis: Analyze and underwrite potential acquisition and development opportunities to include cash flow modeling, property valuations, investment analyses (IRRs, sensitivity tables, etc.), and joint venture structuring. • Market Research: Support deal team by independently performing market research of investment districts and other market data by utilizing CIM resources, such as relationships with external experts, to inform decision making. • Due Diligence: Support the transaction due diligence and closing processes. Collect due diligence materials, Read more […]
Chicago Based Domestic Coverage Private Banker
Chicago Based Domestic Coverage Private Banker: Boutique US Private Bank Founded over 75 years ago, my client is an award winning, independent and employee-owned investment bank and wealth manager. With more than $60 billion in assets and offices in 4 continents, they are now looking for an established private banker to join their team covering the US Domestic market out of their Chicago offices. This is an exciting opportunity for a new recruit to join an expanding team, whilst also providing them with the opportunity to have daily interactions with senior management owing to their flat Read more […]
CLIENT SERVICE AND BUSINESS DEVELOPMENT ANALYST (TEMPORARY CONSULTANT ASSIGNMENT)
Our clients include corporations, pension plans, insurance companies, foundations, endowments, central banks, official institutions and mutual funds. In North America we have offices in Boston, Chicago, New Jersey, New York, and Toronto. We have an excellent temporary consultant assignment for a Client Service and Business Development Analyst in our New York office. Individual will assist in preparing client reports, servicing clients, supporting sales efforts, creating marketing collateral, and preparing supporting materials for investment analysis reporting. Specific Responsibilities:Complete Read more […]
Senior Sales Director
Senior Sales Director – Wealth Management (Job Number: 1304501)DescriptionThe incumbent will focus on selling BNY Mellon Wealth Management’s investment services to high net worth individuals primarily through face-to-face meetings and networking with various sources through direct prospecting, cultivation of external referral sources and creative networking with key influencers. The incumbent is responsible for identifying and building high-quality client relationships within the high net worth market. The Director researches prospects financial picture to develop an informed perspective on individual Read more […]
Sales & Marketing Rep II Job
Sales Marketing Rep II (Job Number: 1301040)DescriptionEACM Advisors LLC is a leading investment advisory firm specializing in multi-manager investment programs for institutional and high net-worth clients. Based in Norwalk CT, EACM manages approximately $5 billion across hedge fund of funds and long-only investment products. We are currently seeking a sales and marketing representative.The Asset Management Marketing Representative will develop and maintain strategic relationships with the institutional investment community. The incumbent will conduct investment review meetings with investment Read more […]
Private Banker
Private Banker – Wealth Management Channel (Job Number: 1212275)BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Read more […]
Private Banker Job
Private Banker (Job Number: 1209292)BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information Read more […]
Portfolio Administrator Job
Portfolio Administrator (Job Number: 1304272)DescriptionThe incumbent provides support to Senior Portfolio Officers with responsibility for management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts which are most sensitive and will be characterized by a large revocable (or terminable) component. The incumbent will review accounts to ensure the account is administered in accordance with the governing instrument and accepted fiduciary principles. Bachelor’s degree preferred or equivalent work experience. Knowledge Read more […]
Portfolio Officer I Job
Portfolio Officer I (Job Number: 1304268)DescriptionA member of the team structure within Investment Management and Trust, the Senior Portfolio Officer has primary responsibility for assigned relationships. For the most part, these relationships are larger and sensitive. As a senior officer, the senior portfolio officer will work closely with the Team Leader to assist in managing the revenues and expenses of the team. The incumbent takes an active role in department-wide activities which lead to an enhancement of overall client service and increased productivity. The incumbent meets with clients Read more […]
Recruitment Lead
Recruitment Lead – Investment Management (Job Number: 1302034)DescriptionResponsible for partnering with hiring managers, including the highest level managers in the organization, and Human Resources teammates to seek out, assess, attract and hire the best talent – both internally and externally. Concentration will be on the most complex/highest level recruitment efforts. He/she will learn and administer all staffing-related policies and procedures, including redeployment activity and The BNY Mellon’s diversity recruitment emphasis. He/she will utilize most complex external candidate sourcing methodologies, Read more […]