Investment Management

Develops portfolio management strategies
and solutions

About Our Division

Investment Management includes Asset Management, Wealth Management, and Private Wealth Management. The division strives to develop innovative portfolio management strategies for clients that help them achieve specific goals.

We look for people from all academic backgrounds with the integrity, drive, and people skills to build strong, long-term relationships with our clients, which includes individuals, families, businesses, and endowments.

Working in this division requires impeccable client management and relationship building skills, professional securities licensing, and a keen attention to detail.

The Work You'll Do

Within the Division of Investment Management, you will likely serve in a multi-function capacity. Fundamentally, however, what we do can be broken down into two primary functions: Solutions and Strategies.

Client Solutions professionals partner with large pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals, and family offices to develop investment strategies and identify the opportunities that shape their portfolios and long-term investment goals.

Investment Strategy professionals build client portfolios across a broad range of asset classes, including equities, fixed income, alternatives and several other types of products to customize client solutions that meet their unique investment objectives.

Division of Investment Management is located at 14 Wall Street, New York, NY 10005

The People We Hire

If you’re interested in working in the Division of Investment Management you should be able to demonstrate that you are highly motivated, with a focus on providing an exceptional client experience, strong analytical and communication skills, and a true desire to help your clients achieve new levels of wealth. We look for people who enjoy being challenged, are team oriented, and demonstrate unparalleled attention to detail.

Most important, we value integrity, a strong work ethic, and a desire for excellence in future finance professionals.

The Investment We'll Make

We help our people grow professionally, starting with their orientation and integration into the firm and continuing with ongoing development over the course of their careers. From ongoing feedback to diverse leadership programs, we’re committed to empowering our people to drive their own development and expand their horizons.

We emphasize a mentorship culture in which our junior team members learn by working closely with seasoned professionals. We believe this is a critical step to developing the next generation of investment leaders.

Interested in this Division?

Investment Management includes Asset Management, Wealth Management, and Private Wealth Management. The division strives to develop innovative portfolio management strategies for clients that help them achieve specific goals. We look for people from all academic backgrounds with the integrity, drive, and people skills needed to build strong, long-term relationships with our clients, which includes individuals, families, businesses, and endowments. New employees join the Division as an Associate, Analyst, Intern, Transitioning Professional, or Experienced Professional.

Investment
Management

Develops portfolio management strategies and solutions

About Our Division

Investment Management includes Asset Management, Wealth Management, and Private Wealth Management. The division strives to develop innovative portfolio management strategies for clients that help them achieve specific goals.

We look for people from all academic backgrounds with the integrity, drive, and people skills to build strong, long-term relationships with our clients, which includes individuals, families, businesses, and endowments.

Working in this division requires impeccable client management and relationship building skills, professional securities licensing, and a keen attention to detail.

The Work You'll Do

Within the Division of Investment Management, you will likely serve in a multi-function capacity. Fundamentally, however, what we do can be broken down into two primary functions: Solutions and Strategies.

Client Solutions professionals partner with large pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals, and family offices to develop investment strategies and identify the opportunities that shape their portfolios and long-term investment goals.

Investment Strategy professionals build client portfolios across a broad range of asset classes, including equities, fixed income, alternatives and several other types of products to customize client solutions that meet their unique investment objectives.

The People We Hire

If you’re interested in working in the Division of Investment Management you should be able to demonstrate that you are highly motivated, with a focus on providing an exceptional client experience, strong analytical and communication skills, and a true desire to help your clients achieve new levels of wealth. We look for people who enjoy being challenged, are team oriented, and demonstrate unparalleled attention to detail.

Most important, we value integrity, a strong work ethic, and a desire for excellence in future finance professionals.

The Investment We'll Make

We help our people grow professionally, starting with their orientation and integration into the firm and continuing with ongoing development over the course of their careers. From ongoing feedback to diverse leadership programs, we’re committed to empowering our people to drive their own development and expand their horizons.

We emphasize a mentorship culture in which our junior team members learn by working closely with seasoned professionals. We believe this is a critical step to developing the next generation of investment leaders.

Interested in the Investment Management Division?

We actively recruit talented people from all academic disciplines. Internships range from four to ten weeks and can lead to full-time job offers. With some exceptions, all new hires start as an Associate, an Analyst, or an Intern. We usually hire Directing Managers internally. All of our positions offer the opportunity to learn about the firm, its culture, and the financial services industry.