Top Tech Jobs & Startup Jobs in NYC, NY

Assist in analyzing portfolio analytics and investment holdings. Prepare research reports, financial models, and support Financial Advisors in developing client investment strategies.

The Financial Advisor Trainee will learn to build a practice while developing client relationships and providing financial advice, managing portfolios, and achieving production targets.

The role involves maintaining relationships with institutional clients, advising on investment opportunities, and managing all aspects of assigned accounts. It includes generating sales strategies, responding to client inquiries, and collaborating with internal teams to provide effective service.

The role involves financial analysis, developing business proposals, valuations, managing NPV analysis, and supporting strategic decision-making.

Assist in analyzing portfolio analytics, asset allocation, and investment holdings. Prepare research reports, maintain financial models, and manage existing client relationships.

The Investment Portfolio Associate aids Financial Advisors with portfolio analytics, asset allocation analysis, and client presentations while conducting market research and preparing reports.

Execute and manage Asia equity orders, ensuring high-quality electronic execution and client service while troubleshooting trading issues.

The role supports equity trading operations by ensuring trade reconciliation, order routing, and utilizing trading systems. It involves collaborating with traders for issue resolution and system enhancements while monitoring trading activities and performing functional testing.

Support senior equity analysts by researching biotech companies, analyzing clinical and financial data, building financial models, developing investment theses, producing reports, and recommending buy/hold/sell actions while monitoring portfolio positions.

Leads operational risk management for the Private Client Group, ensuring compliance with regulations, enhancing risk frameworks, and building relationships with leadership.