- City National Bank (Chicago, IL)
- …developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. ... decisions, to achieve clients' investment goals. WHAT WILL YOU DO? * Relationship Management * Expand and deepen relationships with financial advisors and clients. *… more
- Robert Half Finance & Accounting (Chicago, IL)
- …analytics to improve efficiency and reporting capabilities. + Serve as a strategic advisor on project and asset financial matters, providing insights to ... settlement accounting + Defined contribution plans and contributions + Auto liability including actuarial coordination and review of claims administration and… more
- City National Bank (Springfield, IL)
- …business development * Masters Degree preferred * Working knowledge of portfolio management , including knowledge of investment techniques and asset allocation, ... in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of… more
- BlackRock (Chicago, IL)
- …The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock ... quotas + Candidates with proven relationship building skills + Strong Passion for Asset Management Industry and Capital Markets **Skills and Qualifications** +… more
- Fannie Mae (Chicago, IL)
- …to multifamily or corporate initiatives, low-income housing tax credit (LIHTC) investments, and asset management or regulatory concerns. You will act as a ... in the housing ecosystem. In this role, you will consult with team members and management to provide core legal counsel and services to the company on a variety of… more
- PNC (Chicago, IL)
- …for this position. PNC Capital Advisors (PCA) is a Registered Investment Advisor (RIA) that specializes in managing taxable fixed income portfolios for institutional ... clients. Investment strategies range from liquidity and short duration through core and liability hedging strategies. As of June 30, 2025, PCA manages $44B in AUM.… more