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asset wealth management private wealth management financial analyst new york

Goldman Sachs

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  YOUR IMPACT
  <br/>
  <br/>
 </strong>
 Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
 <br/>
 <br/>
 <strong>
  OUR IMPACT
  <br/>
  <br/>
 </strong>
 <strong>
  Wealth Management
  <br/>
  <br/>
 </strong>
 Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
 <br/>
 <br/>
 <strong>
  Private Wealth Management (PWM)
  <br/>
  <br/>
 </strong>
 Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
 <br/>
 <br/>
 Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business.
 <br/>
 <br/>
 <strong>
  How You Will Fulfill Your Potential
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients
  </li>
  <li>
   Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas
  </li>
  <li>
   Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm&rsquo;s strategic views
  </li>
  <li>
   Prepare client-facing materials depicting asset allocation and performance
  </li>
  <li>
   Diligence internal and third-party investment opportunities across the public and private markets
  </li>
  <li>
   Synthesize research material and communicate firm views to clients
  </li>
  <li>
   Support business development efforts by researching qualified prospects and tracking relevant capital raises
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills &amp; Experience We&rsquo;re Looking For
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's Degree required
  </li>
  <li>
   Ability to work in a fast-paced environment and think clearly under pressure
  </li>
  <li>
   Strong interest in the financial markets and good investment sense/commercial instinct
  </li>
  <li>
   Ability to multi-task and work with numerous colleagues and desks across the Firm
  </li>
  <li>
   Strong verbal and written communication skills
  </li>
  <li>
   Strong organizational and interpersonal skills
  </li>
  <li>
   SIE, Series 7 and 63 required (must be obtained within three months of employment)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Goldman Sachs
  <br/>
  <br/>
 </strong>
 At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
 <br/>
 <br/>
 We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
 <br/>
 <br/>
 We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.htl
 <br/>
 <br/>
 &copy; The Goldman Sachs Group, Inc., 2025. All rights reserved.
 <br/>
 <br/>
 Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
 <br/>
 <br/>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected base salary for this New York, New York, United States-based position is $75000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 <br/>
 <br/>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
</div>


Asset & Wealth Management, Private Wealth Management, Financial Analyst - New York

<div><div><div><div><div><div><div><p>A career with Goldman Sachs Asset &amp; Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world&rsquo;s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and building meaningful relationships with our clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset &amp; Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As the primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.</p>
<p><b>
BUSINESS OVERVIEW</b></p>
<p>
XIG provides clients with investment and advisory solutions, across leading hedge fund managers, private credit funds, private equity funds, real estate managers, public equity strategies, fixed income strategies and ESG (impact) strategies across all asset classes. XIG manages globally diversified programs, targeted sector-specific strategies, customized portfolios and a range of advisory services. Our investors access opportunities through new fund commitments, fund-of-fund investments, strategic partnerships, co-investments, secondary-market investments and seed-capital investments. With over 400 professionals across 13 offices around the world, XIG provides manager diligence, portfolio construction, risk management and liquidity solutions to investors, drawing on Goldman Sachs market insights and risk management expertise. We extend these global capabilities to the world&rsquo;s leading sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, high-net-worth individuals and family offices, for which we invest or advise on over $400 billion of alternative investments, public equity strategies and fixed income strategies. We are focused on diversity of thought and have team members with a wide range of backgrounds and professional experiences.</p>
<p><b>
Responsibilities</b></p>
<ul><li>
Evaluate and conduct due diligence on private equity funds pursuing buyout, growth equity and venture capital strategies</li><li>
Present investment opportunities to the investment committee through written and oral presentations, and conduct required follow-up</li><li>
Assist in developing views on the private equity manager landscape and investment themes</li><li>
Coordinate the execution of investments, including working closely with internal (e.g., internal counsel, compliance) and external parties (e.g., private equity managers, external counsel)</li><li>
Monitor the performance and risk profile of existing portfolio investments</li></ul>
<p><b>
Qualifications</b></p>
<ul><li>
Minimum of three years of experience in corporate finance, M&amp;A, leverage finance, private equity or other private or public markets investing</li><li>
Investing mindset, ability to think independently about an investment, understanding of portfolio construction</li><li>
Strong financial modelling, corporate valuation and accounting skills, and familiarity with private equity</li><li>
Ability to self-direct, analyze and evaluate and form independent judgments</li><li>
Resourceful approach to problem-solving</li><li>
Excellent communication and writing skills</li><li>
Outstanding record of professional and academic achievement</li></ul>
<p>
ABOUT GOLDMAN SACHS</p>
<p>
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.</p>
<p>
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.</p>
<p>
We&rsquo;re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html</p></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
New York
JOB FUNCTION
Research &amp; Portfolio Management Support
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 100,000 - 170,000</p>

Asset & Wealth Management, XIG, Primaries Private Equity, Associate - New York

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
The Analyst will be an active member of the Value Advantage Portfolio Team responsible for contributing to the investment process by researching companies across various sectors and market capitalizations with the objective of producing actionable investment recommendations.
</p><p><b>Job responsibilities:</b></p><ul><li>
Develop analytical and valuation framework for covered stocks and for ensuring the quality and consistency of the investment team&rsquo;s research process.</li><li>
Identify fundamental risks for each stock in regard to macro, industry and company-specific events.
</li><li><p>Perform independent fundamental analysis of a company&rsquo;s business by analyzing historical financial statements and SEC filings, interviewing corporate executives, and leveraging proprietary and AI-driven research tools to identify sources of competitive advantage and understand the company&rsquo;s business model.</p></li><li><p>
Build and maintain financial models to estimate future cash flows and sustainable earnings power.
</p></li><li><p>Maintain written and verbal communication with the Portfolio Manager.
</p></li><li><p>Collaborate on investment theses and monitor against company updates.</p></li><li><p>
Utilize valuation techniques to estimate firm value.</p></li></ul><p><b>
Required qualifications, skills and competencies;
</b></p><ul><li>Bachelor Degree</li><li>
4+ years experience.</li><li>
Generalist
</li><li>Must be detail-oriented and highly numerate with creative problem-solving abilities, a strong interest in financial markets and an ability to multi-task.</li><li>
Requires independent thinking and the ability to perform research with limited oversight.</li><li>
Must possess strong interpersonal skills and be a team player.
</li></ul><p><b>Preferred qualifications, skills and competencies;
</b></p><ul><li>Preferably a degree with a concentration in economics, finance, and/or CFA designation.
</li><li>Key focus on Financials, Energy, Technology sectors; research experience in any of these areas is preferred, but not necessary.</li></ul><p>
</p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><p><br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</p></div>

Asset Management - Value Advantage Equity Research Analyst - Vice President

Blue Owl Capital

<div>
 Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives&reg;.
 <br/>
 <br/>
 With over $315 billion in assets under management as of March 31, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
 <br/>
 <br/>
 Together with over 1,390 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com
 <br/>
 <br/>
 This role is in office Monday to Friday.
 <br/>
 <br/>
 <strong>
  The Role
  <br/>
  <br/>
 </strong>
 The Relationship Management Associate (
 <strong>
  RMA
 </strong>
 ) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of Blue Owl investment solutions. The Associate will partner with the Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of service and representing themselves as a subject matter expert for our investment offerings.
 <br/>
 <br/>
 <strong>
  Primary Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Partner with Market Team: Senior Market Leader (SML), Market Leader (ML) and Sales Service Analyst (SSA) to develop and execute a territory business plan while utilizing data to optimize client engagement.
  </li>
  <li>
   Actively position Senior Market Leader and/or senior resources in market for client meetings and events.
  </li>
  <li>
   Develop, maintain, and deepen relationships with new and existing financial advisors.
  </li>
  <li>
   Cross sell and position the full Blue Owl platform for applicable clients.
  </li>
  <li>
   Provide superior client service and responds to technical, product and competitive positioning inquiries as needed.
  </li>
  <li>
   Actively progresses the market team&rsquo;s pipeline and effectively tracks new opportunities.
  </li>
  <li>
   Coordinates team utilization and efficiency within the CRM, including but not limited to, client &amp; firm data, lead generation and territory dashboards.
  </li>
  <li>
   Develop and manage relationships with Centers of Influence (COI) at our partner firms.
  </li>
  <li>
   Become a knowledgeable resource on private market strategies, competitors, and products available in the alternative industry.
  </li>
  <li>
   Opportunistically travel in territory for client engagement or industry conferences (if applicable).
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's degree with 2+ years of experience in the financial services industry/sales related position, alternative sales experience preferred.
  </li>
  <li>
   FINRA Series 7 license required, or ability to obtain upon hire.
  </li>
  <li>
   FINRA Series 63 or 66 license required, or ability to obtain upon hire.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills &amp; Attributes
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Strong time management and organizational skills.
  </li>
  <li>
   Easily adaptable &ndash; must be able to process large volume of information and manage competing priorities.
  </li>
  <li>
   Record of success in a sales focused environment.
  </li>
  <li>
   Strong interpersonal skills with proven ability to build effective relationships.
  </li>
  <li>
   Proactive and innovative self-starter.
  </li>
  <li>
   Excellent communication and presentation skills.
  </li>
  <li>
   Collaborative in nature and willing to thrive in a team focused environment.
  </li>
  <li>
   Entrepreneurial mindset with a high level of accountability.
   <br/>
   <br/>
  </li>
 </ul>
 It is expected that the base annual salary range for this New York City-based position will be $115,000 to $125,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
 <br/>
 <br/>
 Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
</div>


Private Wealth, Relationship Management Associate

<div><b>JOB DESCRIPTION</b><p><br>
The ConnectWealth Program and Advisor Experience lead will play a pivotal role driving the execution of our flagship ConnectWealth program&mdash;a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions. In this high-impact role, you will lead both advisor engagement and platform deliverables for a specific line of business, combining strategic advisory leadership with program management excellence. You will be instrumental in fostering advisor engagement and accelerating adoption of the ConnectWealth platform, ensuring our technology transformation delivers tangible value and is embraced throughout the organization. This is a unique opportunity to drive meaningful change for thousands of advisors and their clients while orchestrating one of the industry&rsquo;s most significant technology advancements, championing engagement and adoption at every stage.</p><p><b>
Key Responsibilities</b></p><p><b>
Strategic Leadership &amp; Advisor Engagement</b></p><ul>
<li>Develop and execute a comprehensive advisor engagement strategy to drive platform adoption and satisfaction.</li>
<li>Build and nurture trusted relationships with advisors, translating their needs into actionable program priorities.</li>
<li>Design and implement change management initiatives that foster a culture of innovation and ensure meaningful adoption.</li></ul><p><b>
Program Management &amp; Delivery</b></p><ul>
<li>Lead the end-to-end execution of the ConnectWealth program, leveraging PMO frameworks to deliver on-time and on-budget across multiple product areas and cross-functional teams.</li>
<li>Orchestrate governance forums and Product Cabinet meetings to drive actionable decisions, accountability, and measurable outcomes.</li>
<li>Proactively identify, mitigate, and resolve program risks and issues to ensure sustained program health.</li></ul><p><b>
Stakeholder Communication &amp; Alignment</b></p><ul>
<li>Manage and influence relationships across all organizational levels, from advisors to senior executives, ensuring alignment with program objectives.</li>
<li>Create compelling executive-level materials, presentations, and communications to facilitate informed decision-making.</li>
<li>Establish and maintain effective feedback mechanisms and communication channels to keep stakeholders engaged and informed.</li></ul><p><b>
Data-Driven Insights &amp; Continuous Improvement</b></p><ul>
<li>Drive data-driven decision making through robust metrics, KPIs, and program analytics.</li>
<li>Champion a culture of continuous improvement by identifying opportunities to optimize processes and enhance advisor experiences.</li>
<li>Partner with business and technology leaders to align transformation initiatives with strategic business objectives.</li></ul><p><b>
Required Qualifications
</b></p><ul><li>Bachelor's degree required</li>
<li>Minimum 6 years of experience in financial services, with deep expertise in wealth management or investment management</li>
<li>Demonstrated success driving advisor engagement and adoption initiatives</li>
<li>6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context</li>
<li>Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management</li>
<li>Strong technical acumen with experience in software development life cycle (SDLC), systems integration, and data management</li>
<li>Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)</li>
<li>Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making</li>
<li>Highly influential communicator with the ability to engage and align stakeholders at all levels</li>
<li>Proven ability to lead and motivate high-performing teams in a matrixed environment</li>
<li>Strong business acumen and understanding of wealth management products, operations, and technology</li></ul><p><b>
Preferred Qualifications:
</b></p><ul><li>Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g., Tableau, PowerBI)</li>
<li>Certified Scrum Master (CSM), SAFe Agilist (SA), or similar Agile certification</li>
<li>Prior experience leading PMOs for large-scale, enterprise-wide transformation programs in financial services</li>
<li>Demonstrated ability to innovate and drive process optimization in a fast-paced, dynamic environment</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

ConnectWealth NY | Program and Advisor Experience Lead (Vice President)

Citywire

<div>
 <strong>
  Salary: $95,000 - $110,000 per annum
  <br/>
  <br/>
 </strong>
 We're looking for a talented and ambitious Senior Reporter or Editor to join our editorial team and help lead our coverage of the rapidly evolving Private Markets sector. Private markets are an increasingly significant part of the global investment landscape, and this high-impact role will be responsible for driving, deepening, and shaping our reporting in this key area.
 <br/>
 <br/>
 In this role, you will have the opportunity to lead coverage, break important stories, and deliver in-depth analysis on private market trends and their impact on the global asset management industry.
 <br/>
 <br/>
 <em>
  We will consider Senior Reporters we can develop into an Editor over time.
  <br/>
  <br/>
 </em>
 <strong>
  What You&rsquo;ll Be Doing
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Drive original, engaging stories and daily news that are essential reading for the investment community.
  </li>
  <li>
   Execute a strategy for covering key developments in private markets, including fund launches, closings, redemption requests, valuations, and market sentiment.
  </li>
  <li>
   Build and maintain deep relationships with fund managers, wealth managers and other key figures to secure exclusive stories and industry-leading insights.
  </li>
  <li>
   Produce agenda-setting features, interviews, and analysis that leverage data to inform readers.
  </li>
  <li>
   Collaborate with the wider editorial team to ensure cohesive reporting and assist in refining content to ensure high quality across digital platforms.
  </li>
  <li>
   Build toward presenting videos, podcasts and in-person events as part of the role over time.
  </li>
  <li>
   Thoroughly research stories, including traveling when appropriate, to gain the inside track on the industry.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What we&rsquo;re looking for:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Journalism Experience: You have proven experience in financial or business journalism, with the ability to report on complex topics with clarity. Knowledge of private markets is preferred.
  </li>
  <li>
   Writing Excellence: You possess a strong ability to produce clean, accurate, and insightful copy at a fast pace.
  </li>
  <li>
   Editorial Skills: Experience or willingness to take on editorial responsibilities, refining content and ensuring quality standards.
  </li>
  <li>
   Relationship Building: Excellent communication skills with a proven ability to develop and grow reliable industry contacts.
  </li>
  <li>
   Industry Knowledge: You bring an understanding of the investment landscape or a strong willingness to learn the private markets sector quickly.
  </li>
  <li>
   Proactive Mindset: A self-starter and news hound who is curious, enterprising, and thrives in a fast-paced environment.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Meet Citywire
  <br/>
  <br/>
 </strong>
 We cover - and connect - all sides of the $100 trillion global asset management industry - through our news, events and insights.
 <br/>
 <br/>
 At Citywire, we uphold a culture rooted in
 <strong>
  honesty, integrity
 </strong>
 , and
 <strong>
  fairness
 </strong>
 , where every voice is valued and heard. Our culture promotes constructive dialogue and collaboration on a global scale.
 <br/>
 <br/>
 Join the team at the Heart of Wealth.
 <br/>
 <br/>
 <strong>
  Our Perks
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Generous holiday entitlement: Start with 20 days per annum, increasing to 23 days after three years' service, and 25 days after five years' service, in addition to federal and state holidays.
  </li>
  <li>
   $600 annual allowance for well-being activities or gym memberships, with assistance available for monthly or annual costs.
  </li>
  <li>
   Generous health insurance contributions from day one.
  </li>
  <li>
   Dental, vision, HRA, HAS and FSA plans available.
  </li>
  <li>
   Company 401k/Roth retirement plan with employer contribution (up to 4%).
  </li>
  <li>
   Cycle to work scheme and annual travel card loans.
  </li>
  <li>
   Access to life insurance, plus short and long term disability insurance.
   <br/>
   <br/>
  </li>
 </ul>
 <em>
  Citywire is an equal opportunities employer.
 </em>
</div>


Senior Reporter / Editor - Private Markets

Morgan Stanley

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. The Private Wealth Management ("PWM") business is the division within Morgan Stanley Wealth Management that is exclusively focused on the $10M+ Ultra High Net Worth client segment.
 <br/>
 <br/>
 Morgan Stanley Private Wealth Management is seeking an Executive Assistant to support Private Wealth Management Managing Directors with a variety of administrative, organization, and logistical tasks.
 <br/>
 <br/>
 <strong>
  Administrative
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Maintain executive calendar; schedule/reschedule meetings, coordinate with other assistants in organizing complex meetings with high level executives and clients
  </li>
  <li>
   Provide telephone coverage by prioritizing and handling urgent calls with professionalism and good judgment; taking accurate messages and backing up other lines as needed
  </li>
  <li>
   Coordinate business travel, book travel arrangements, coordinate out-of-town meeting/conference schedules and prepare travel and expense reports through Concur
  </li>
  <li>
   Arrange large group meetings including scheduling with all parties, booking appropriate rooms, arranging call-in numbers, organizing special meeting facilities, sending meeting confirmation emails and preparing and distributing meeting materials
  </li>
  <li>
   Navigate Firm&rsquo;s resources, interface with various departments to collect information, respond to requests, obtain services
  </li>
  <li>
   Process payment of invoices and vendor payments through Ariba and Smaart
  </li>
  <li>
   Manage highly sensitive information as it relates to firm and staff, including reviewing and prioritizing incoming communications and taking appropriate action
  </li>
  <li>
   Provide administrative support for the broader PWM Management team where appropriate
  </li>
  <li>
   Function as back-up coverage for admin. colleague(s) during planned or unplanned absences from the office
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications &ndash; Requires Skills And Attributes
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Prior administrative or related experience at executive level is essential
  </li>
  <li>
   Excellent written, verbal and interpersonal communication skills
  </li>
  <li>
   Highly service-oriented individual with the ability to work well both as an individual contributor and as part of a broader department
  </li>
  <li>
   Flexible attitude and highly trainable with ability to learn new, proprietary systems
  </li>
  <li>
   Detail-oriented and thorough; well organized with ability to multi-task and meet deadlines with minimal supervision; ability to find solutions to various administrative problems and prioritize work
  </li>
  <li>
   Proficiency with all Microsoft Office software (Outlook, Word, PowerPoint, Excel)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What You Can Expect From Morgan Stanley
  <br/>
  <br/>
 </strong>
 At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
 <br/>
 <br/>
 To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
 <br/>
 <br/>
 Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
 <br/>
 <br/>
 Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
 <br/>
 <br/>
 Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
 <br/>
 <br/>
 For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
</div>


Administrative Assistant

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