10 private wealth client associate jobs found

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

About the Role: Grade Level (for internal use): 13 About the Role: The Team: S&P Global Enterprise Solutions is seeking to add a high-performing  Sales Director to drive growth across our Private Markets SaaS solutions. Based in New York, you’ll drive growth through identifying prospects and leading the full sales cycle — from opportunity origination through to senior-level negotiations and deal close.   This is a fast-paced, high-profile role within one of S&P’s most strategic growth divisions. We are continually reinvesting in product innovation, ensuring our clients receive  market-leading technology, best-in-class support, and unrivaled customer experience . If you thrive on hunting for new business, consultative selling, building long-term client partnerships, and closing complex SaaS deals, this is an opportunity to make a major impact. At S&P, you’ll find not only the resources and global brand strength of a market leader but also the personal...

About the Role: Grade Level (for internal use): 12 About the Role/The Team:   The Structured Finance team is a dynamic group of analytical professionals who specialize in evaluating complex financial instruments and emerging asset classes. We pride ourselves on being at the forefront of credit analysis innovation, working collaboratively to develop new methodologies and provide market-leading insights. Our team values intellectual curiosity, rigorous analysis, and the ability to communicate complex concepts clearly to both internal stakeholders and external clients. The Associate Director is recognized as an expert, frequently advising others on complex matters, and operating with autonomy. Helping to manage effective operational systems and processes, working closely with other teams to deliver sustainable results. What’s in it for you: The opportunity to work in a collegial culture with great potential for professional development and career growth. To succeed,...

About the Role: Grade Level (for internal use): 12 The Team: Our team specializes in analyzing complex, non-traditional asset classes including transportation ABS, private equity, triple net lease properties, data centers, time-share, and whole business securitizations. We foster a collaborative environment where analytical excellence meets innovative problem-solving, supporting the growth of structured finance markets globally. The Impact: As an Associate Director, you will drive the end-to-end rating process for complex esoteric ABS transactions, directly influencing capital market decisions and investor confidence. This role blends research and quantitative and qualitative analytical skills, client-facing interactions, and project management. Your analytical expertise will shape rating outcomes through comprehensive cash flow modeling, credit assessment, and structural analysis under various economic scenarios. The Associate Director is expected to conduct credit...

Opportunity: J.P. Morgan Global Alternatives is the alternative investment arm of J.P. Morgan Asset & Wealth Management. With $400 billion in assets under management and 450+ investment professionals, we offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, timber, liquid alternatives and hedge funds. (as of Sept. 2024) A vacancy has arisen for an Investor Relations Associate within the Global Transportation Group. An Investor Relations Associate plays a leading role in supporting the client relations, strategy and portfolio management efforts of the firm’s Global Transportation investment platform. This position will support the business’ investment strategies and work closely with both the investment specialist team and portfolio management teams as it relates to the management and marketing of all fund related activities. Excellent communication (written and verbal),...

The Global Private Bank Early Careers Development Lead is an Executive Director–level role that is critical to the development of the Global Private Bank’s future Advisors. The position provides the opportunity to contribute to program strategy; manage execution through a team of program managers; partner with operating‑committee members of the Global Private Bank (GPB) businesses to understand their needs; and collaborate closely with HR partners (Talent, HR Business Advisors, Recruiting, Compensation) and other stakeholders (Client Skills Training, New Hire Experience, Marketing, Finance, and Business Management). The ability to work with multiple stakeholders, oversee the end‑to‑end journey from internship through VP promotion, and guide the development of future Advisors is essential to this role. Job Responsibilities: Partner with the Head of AWM Talent to provide critical input into the strategy for the Analyst & Associate (A&A) Programs in the GPB  Oversee...

About the Role: Grade Level (for internal use): 11 The Team: The Fixed Income Index Management team within the Global Index Management & Production Group (“IMPG”) at S&P Dow Jones Indices. The team is responsible for maintaining a wide range of high-profile, S&P and iBoxx-branded, global fixed income indices across a range of themes, including Leveraged Loans, Private Markets and CLOs. Responsibilities and Impact: As a (Senior) Index Manager, you will play a crucial role in maintaining, supporting and enhancing the quality and integrity of our fixed income indices. You will collaborate closely with a variety of stakeholders to ensure the accuracy of our benchmarks, as well as regularly review and assess index methodologies, both existing and new. The successful candidate will become an expert in the methodologies of an assigned set of indices, as well as S&P DJI’s policies and procedures, ensuring that our indices are maintained in accordance with...

Role Summary The Infrastructure Investments Group (“IIG” or the “Group”) is a dedicated team and business unit within JPMAM Global Alternatives focused on advising a perpetual-life strategy that offers investors a moderate-risk, long-term approach to private infrastructure equity investing that is diversified both in terms of geography and subsector. The strategy advised by IIG is one of the largest of its kind with c.US$47 billion in committed capital under management, representing approximately 11 times growth in assets under management over the past 10 years. The current portfolio includes 18 companies that in turn own c.1,035 underlying assets globally.   The IIG team is comprised of 39 dedicated Investment Principals and 32 specialist team members including fundraising, investor relations, execution, tax, research and finance, based in London and New York. The strategy focuses on active management through control positions (majority equity ownership) in private...

PM Associate, Private Credit Established in 1984, Bain Capital is one of the world's leading private investment firms with approximately $105 billion in assets under management. Bain Capital manages a range of strategies including private equity, public equity, credit, venture capital, real estate, life sciences, and impact investments.  Our competitive advantage is grounded in a diligence-intensive, value-added investment approach that enables the firm to deliver industry-leading returns for its investors. Headquartered in Boston, Bain Capital has offices in Chicago, Dublin, Guangzhou, Hong Kong, London, Madrid, Melbourne, Mumbai, Munich, New York, Palo Alto, San Francisco, Seoul, Shanghai, Sydney, and Tokyo. BAIN CAPITAL CREDIT OVERVIEW Bain Capital Credit is a leading global credit specialist with approximately $53 billion in assets under management.  We invest across the full spectrum of credit strategies, including asset-based finance, direct lending, leveraged...