New Jersey & Philadelphia Metro Coverage Private Banker: Boutique Private Bank
New Jersey Philadelphia Metro Coverage Private Banker: Boutique Private BankMy client is a rapidly expanding North American Retail and Private Bank with a dominant presence down the East Coast of the US.Reporting directly into the SVP Regional Wealth Leader – Mid-Atlantic Region, they are now looking to add 3 senior private bankers covering the NJ and Philadelphia Metro area, based out of one of the following locations: Monmouth County, Ocean County, Burlington County, or Delaware County.This is an exciting opportunity to join a firm that is more than likely going to triple in headcount and assets Read more […]
Senior Bond manager Research
Responsibilities wil includeProviding high quality, credible research to internal and external clients including overall responsibility for house views on assets and products in the relevant areasProviding insightful manager commentary and recommendations that add valueWriting client papers on research topicsPresenting views to clients (usually pension schemes) and new prospectsBuilding approach and research methodology for chosen area of focusContribute new ideas and approaches across the practice Candidate requirementsDegree educated, FIA or CFA very desireable with the relevant experienceDemonstratble Read more […]
Insurance and Financial Services Agent
Job DescriptionState Farm is looking for successful, business-mind individuals with a strong desire for personal growth, career fulfillment and financial success. Our Agency Career Track program will give you the opportunity to be in business for yourself, but never by yourself. This is not an employee position. This is a Business Ownership Opportunity that will give the flexibility to live the life you want to live, with an income potential you only can control, while being backed by the strength of the industry leader.Prior sales experience is welcome, but not necessary. If you are looking for Read more […]
Insurance Investment Consultancy
Demands of the role- Develop a broad knowledge of investments and asset classes- Liase/ gather data from individual fund managers- Be involved in the development and improvements to the risk reporting spread-sheet- Provide macroeconomic and portfolio-levle commentary – to recognise the interaction between the two subject areas.- Responsible for risk reporting to clients. Skills/ knowledge- Numerate with excellent interpersonal skills- A degree in either of economics, mathematics, engineering or business studies- An analytical, logical and investigative approach to problem solving- Advanced Read more […]
Risk & Financial Analyst
The analyst will be involved in financial analysis to deliver innovative risk management and investment solutions for Ultra-High Net Worth IndividualsRequired skills are:University degree in Mathematics, Economics/Finance, Physics or Engineering with an excellent academic career;At least 2-3 years of experience in risk management or quantitative analysis units in Banks, Insurance Companies, Financial Institutions, Asset Management Companies or Hedge Funds.Good knowledge of:• Risk management methodologies;• Econometrics, time series analysis and statistical methods;• Derivatives pricing;• Read more […]
Expressions of Interest: Senior Financial Planner (Agri) – Wagga Wagga/Riverina – NSW
Wagga Wagga – NSWSenior Leadership OpportunityAgri focusNAB Financial planning has established a solid reputation for providing quality professional advice. Our aim is to help our customers fulfil their aspirations, not just now but at every stage of their lives.Your focus will be on servicing, retaining and providing ongoing advice to our Agri clients, retaining existing referral arrangements and prospecting new opportunities through your strong business development expertise. Your ability to lead, nurture and mentor those around you, and engage with and build lasting relationships with your clients Read more […]
Investment Associate, Investment/ Private Equity Fund
Our client is a top performing investment fund, based in London and the US. They are now looking to add an investment associate to their team, who will work in their financing and capital markets group.At any one time, the fund has enormous amounts of money invested in various financial instruments on the markets, across a broad range of debt and other subinvestment grade assets. A significant portion of these assets are invested in different currencies, and they need an investment associate to work on currency hedging strategies and also on treasury decisions for the funds..Candidates can come Read more […]
Investment/Treasury Accountant recruitment
Our client is a listed firm with presence on four continents. They are seeking an experienced candidate that is looking to build their career within investment accounting. Key responsibilities:Maintain Treasury operations on a day-to-day basisManagement and maintenance of investment accounting systems, processes and reporting requirements for all Group entities and third party syndicatesEstablish and review technical and regulatory investment accounting and reporting requirements for both corporate and syndicate entities including capital modelling and Solvency II requirementsCo-ordination of Read more […]
Investment/ Financial Analyst recruitment
New opportunity due to an internal promotionSydney CBDAs the leading provider of general insurance, life insurance and banking in Australia and NZ, Suncorp offers opportunities to succeed in an environment that rewards both teamwork and ambition. An opportunity for an accomplished Investment/Financial Analyst has arisen to join our Suncorp General Insurance business, where you will work with a team of motivated finance professionals who are dedicated to delivering exceptional results to our shareholders.Working with a dedicated team, the primary purpose of this role is to provide timely and accurate Read more […]
Investment / Asset Allocation Strategist recruitment
The role: – The business is a multi-asset investor. The role will be working closely with the CIO on asset allocation stragegy. – Therefore, the role will be research of various asset classes and markets to help steer investment decisions. – Creation of investment models. The person: – Must have several years investment experience and, ideally, a few of those years in a broad investment strategy role. – Must have very strong, relevant academic qualifications. – Strong presentation skills, as you will regularly present to senior colleagues.