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2 Days AgoSaved
In-Office
New York, NY, USA
175K-250K Annually
Senior level
175K-250K Annually
Senior level
Fintech
Conduct macroeconomic research to inform investment strategies, translate insights into recommendations, and communicate findings to investment teams.
Top Skills: Generative Ai
Reposted 2 Days AgoSaved
In-Office
New York, NY, USA
80K-86K Annually
Junior
80K-86K Annually
Junior
Fintech
The Associate collaborates with Financial Advisors to support high-net-worth clients through portfolio analysis, service support, and relationship building.
Top Skills: ExcelWord
Reposted 6 Days AgoSaved
In-Office
New York, NY, USA
150K-170K Annually
Senior level
150K-170K Annually
Senior level
Fintech
The role involves analyzing marketing performance, providing insights, developing KPIs, and communicating strategies to improve marketing efforts and advisor engagement.
Top Skills: Adobe AnalyticsBi ReportingExcelPythonSalesforceSQLTableau
Reposted 7 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech
Lead initiatives for the Direct Indexing and Tax Managed Strategies platform, collaborating with various teams to enhance products and services. Manage project delivery from ideation to launch, ensuring solutions deliver business value and improve client experience.
Top Skills: Microsoft Office SuiteSQL
8 Days AgoSaved
In-Office
New York, NY, USA
130K-180K Annually
Mid level
130K-180K Annually
Mid level
Fintech
This role supports senior leaders by providing strategic insights, managing projects, analyzing market trends, and facilitating acquisition opportunities while collaborating across the organization.
14 Days AgoSaved
In-Office
New York, NY, USA
80K-86K Annually
Junior
80K-86K Annually
Junior
Fintech
The Private Wealth Associate collaborates with Financial Advisors to support high-net-worth clients with portfolio analysis, wealth planning, and superior client service. They participate in extensive training and development programs to enhance their investment knowledge and client relationship skills.
Top Skills: ExcelWord
20 Days AgoSaved
In-Office
New York, NY, USA
Mid level
Mid level
Fintech
The Digital Product Owner will lead the development of the My Bernstein platform, managing the product roadmap, collaborating with cross-functional teams, and ensuring a high-quality digital experience for clients and advisors.
Top Skills: AgileMobile App DevelopmentScrumWeb Development
Reposted 20 Days AgoSaved
In-Office
New York, NY, USA
70K-80K Annually
Mid level
70K-80K Annually
Mid level
Fintech
Assist financial advisors with client management tasks including calendar management, meeting preparation, client communication, and office logistics to enhance productivity and service excellence.
Top Skills: MS OfficeSalesforce
Reposted 23 Days AgoSaved
In-Office
New York, NY, USA
175K-250K Annually
Expert/Leader
175K-250K Annually
Expert/Leader
Fintech
The Credit Portfolio Manager is responsible for managing a global credit portfolio, participating in investment discussions, providing market insights, and representing the firm in client engagements.
Top Skills: Credit Market ExpertiseFundamental Credit ResearchQuantitative Models
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