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Keywords: Portfolio Transaction Specialist, Location: New York City, NY

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Investment Guidance Specialist

, diligence, and transaction execution Provide portfolio advisory services, operational insights, and value creation guidance..., and transaction strategy Operational or portfolio company advisory Mentorship and technical training for analysts and deal scouts...

Company: Initio Capital
Location: New York City, NY
Posted Date: 06 Feb 2026
Salary: $1000 - 10000 per month

Asset Management - International Equities Investment Specialist - Executive Director

Job Category: Client Advisory Job Description: The International equity investment specialist role sits within the... and individual investors throughout the world. The primary function of the investment specialist role is to represent investment...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 05 Feb 2026

Secondary Investments Specialist

preparation for financial modeling, portfolio analysis, and secondary transaction evaluation To learn more or express interest...Secondary Investments Specialist – Career Launch AI Talent Network Location: New York, NY Employment Type: Full...

Company: Career Launch AI
Location: New York City, NY
Posted Date: 04 Feb 2026
Salary: $140000 - 185000 per year

Asset Management- Hedge Fund Investment Specialist - Program Associate

Job Category: Associates Job Description: Job Summary As an Investment Specialist Associate in the J.P. Morgan... point-of-contact for our clients, prospects, and J.P. Morgan Asset Management's Client Advisors. The Investment Specialist...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 23 Jan 2026

Asset Management, Multi-Asset Solutions Investment Specialist, Associate

: The Investment Specialist Program Associate on the Beta Strategy Multi Asset Solutions team is responsible... for all commercial and client-facing activity within the investment team, partnering with portfolio managers, researchers, technologists...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 23 Jan 2026

Asset Management, Multi-Asset Solutions Investment Specialist, Vice President

solutions for a broad spectrum of investors Job summary: As an Investment Specialist - Vice President in the Asset..., and diversification strategies, while clearly articulating model portfolio views and positioning to both internal sales partners...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 17 Jan 2026

Asset Management - Private Credit Investment Specialist - Executive Director

partners. Job Summary As an Executive Director on the Private Credit Solutions Group Investment Specialist Team in New York..., and portfolio integration to support informed investment decisions. Develop and implement a comprehensive sales strategy...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 16 Jan 2026

Asset Management - 529 Plan Relationship Manager & Investment Specialist , Executive Director

an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed... to achieve their goals in the way that's best for them. As a 529 Relationship Manager and Investment Specialist within J.P...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 07 Jan 2026

Sales Specialist, Real Assets

, and portfolio analytics. Experience with real estate benchmarks, transaction data, valuations, or private asset data solutions...The Real Assets Sales Specialist will play a key role in driving new business, expansion opportunities, and renewals...

Posted Date: 31 Dec 2025

Equity Analyst, Healthcare - Therapeutics Specialist

to join our research team within the Healthcare sector. This candidate will work with a diverse team of portfolio managers and dedicated... and quantitative insights Partner closely with Healthcare sector team leads, senior therapeutics analysts, and portfolio managers...

Posted Date: 24 Jan 2026

Relationship Manager Business Banking Sr

quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio... risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling...

Posted Date: 04 Feb 2026
Salary: $101325.4 - 172568 per year

Director, Equity Derivatives Risk Oversight

risk oversight, monitoring, and reporting for a designated portfolio. Develops and monitors the market risk management... to implement the methodology, metrics, and program standards for the assigned portfolio to ensure compliance and effective...

Company: Bank of the West
Location: New York City, NY
Posted Date: 31 Jan 2026

Relationship Manager Business Banking Sr

profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished... for all product areas in a relationship or transaction. Resolves all client needs and any internal issues. Monitors and analyzes...

Posted Date: 30 Jan 2026
Salary: $92114 - 156880 per year

Director Credit Adjudication

the credit portfolio through transaction review & approval to ensure compliance with the Bank’s lending policies..., objective review and adjudication of credit applications and transactions for an assigned portfolio within credit limits...

Company: Bank of the West
Location: New York City, NY
Posted Date: 23 Jan 2026

International Account Manager

over 500 large-scale branded and transaction-oriented events in 14 specialist markets. These are typically not-to-be-missed... long-term partnerships that drive sustained international participation across our portfolio of events. The Account...

Company: Informa
Location: New York City, NY
Posted Date: 04 Jan 2026
Salary: $85000 - 100000 per year

Treasury Management Officer - Commercial Term Lending - Vice President

specialist for complex client business process reviews Raise new solution ideas while partner with internal product stakeholders..., and professional media platforms Manage the non-credit risk for customer portfolio and monitor and enhance profitability...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 04 Jan 2026

Treasury Management Officer - Commercial Real Estate - Vice President

specialist for complex client business process reviews Raise new solution ideas while partner with internal product stakeholders..., and professional media platforms Manage the non-credit risk for customer portfolio and monitor and enhance profitability...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 03 Jan 2026

Asset Management - Infrastructure Fund Execution - Vice President

, regulatory, governance and asset management. You will work closely with IIG Investment Principles and other Specialist Teams..., portfolio companies, internal JPMAM Legal and Compliance departments, external counsel and other advisors to achieve commercial...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 01 Jan 2026

Asset Management - Infrastructure Investments - Associate

Job Category: Portfolio Management Job Description: Role Summary The Infrastructure Investments Group (“IIG... past 10 years. The current portfolio includes 18 companies that in turn own c.1,035 underlying assets globally. The IIG...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 24 Dec 2025

Wealth Management, Managed Solutions Associate (US Wealth Management)

Specialist Team, you will collaborate with Portfolio Managers, Strategists, and Due Diligence professionals to develop an expert... Solutions Specialist Team is a global team sitting within JPM Investment Solutions that provides comprehensive client...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 20 Dec 2025