Posting Description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within .
Morgan’s . Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, . Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships.
Job Responsibilities
- Support investment reviews with clients to validate the clients' current investment objectives
- Prepare recommendations of appropriate investment products
- Assist with the development of investment policy statements and advice on asset allocation
- Build excellent working relationships with internal clients
- Support coordination of sales effort with Investors
- Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Required Qualifications, Capabilities, Skills
- Bachelor’s degree required
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Capital markets or institutional brokerage experience
- Ability to multi-task and manage priorities effectively
- Excellent communication skills
- Strong analytical, quantitative, and problem-solving skills
Preferred Qualifications, Capabilities, Skills
- Coachable professional with good "business sense" and an energetic / dynamic personality
- Ability to work both independently and as a team player
- Ability to adapt to a rapidly changing business and technology environment
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet / Intranet with the ability to learn proprietary software and databases
Wealth Management - Latin America Private Bank - Investment Specialist - Executive Director - Brazil Team - New York, NY
As an Investment Specialist in the Latin America Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. Our history spans over 200 years and today we are a leader in investment banki...
Private Funds Investment Banking Analyst
Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. An analyst in the Private Funds...
Investment Grade Finance - Private Placement - Analyst
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. The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, mark...
Product Specialist, Private Debt Mobilization (PDM) - Corporate & Investment Banking (CIB)
Product Specialist, Private Debt Mobilization (PDM) - Corporate & Investment Banking (CIB). The Product Specialist, Private Debt Mobilization (PDM) is responsible for leading the distribution efforts for our Company’s private debt products. Participates in joint calling effort with bankers in an eff...
Private Client Specialist I - NYC, NY
The Private Client Specialist will act as a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. They will serve as the central point of contact for HNW clients across banking, lending and High Net Worth Investing with experti...
Investment Analyst – Middle Market Lending NYC Private Credit Fund Manager
J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Analyst – Middle Market Lending at a prominent NYC Private Credit Fund Manager. Investment Analyst – Middle Market Lending. Preparing internal materials, including Investment Memorandums an...
2025 Commercial & Investment Bank Risk Management Summer Analyst Program
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. The Credit Risk Team works in partnership with areas of the Commercial and Investment Bank and is responsi...
DATA ANALYTICS ASSOCIATE BUSINESS ANALYST / BUSINESS INTELLIGENCE DEVELOPER –(PRIVATE CREDIT) Global Investment Firm
They manage various strategies across the capital structure that include syndicated leveraged loans and high yield bonds to privately negotiated senior secured debt and mezzanine investments, asset-based leasing and private equity. BUSINESS ANALYST / BUSINESS INTELLIGENCE DEVELOPER – PRIVATE C...
2025 Corporate & Investment Bank Securities Services Leadership Program - Summer Analyst Program
As a Summer Analyst in the 2025 Corporate & Investment Bank Securities Services Leadership Program, you will develop your analytical, technical and leadership skills while gaining hands on program management experience in your role. You will have the opportunity to work across business areas within ...
Market Data Business Analyst – Commodities & Energy - Global Investment Bank - Houston or Philadelphia
The firm is a major Global Investment Bank with expertise in banking, they operate in over 50 countries and employ over 15,000 people worldwide. They’re one of the largest financial services providers in the world, and are also engaged in retail banking, credit cards, corporate banking, and we...