- Principal Financial Group (New York, NY)
- …customized portfolio strategies with a focus on regulatory capital efficiency, asset - liability management (ALM), accounting standards, and optimized ... IFRS 17, and Bermuda Monetary Authority (BMA). + Strong command of capital adequacy, asset - liability management , and solvency metrics (using Solvency II). +… more
- City National Bank (New York, NY)
- …Interact with clients, prospects and colleagues on a regular basis providing asset management , financial planning, and brokerage services advice. Less ... SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary...that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure client asset… more
- BlackRock (New York, NY)
- …or investment exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our clients, from wealth ... and external webinars and events + Interact with portfolio management , research, business development and clients + Stay current...CFA, CFP, JD, CPA or experience as a wealth advisor a plus + Minimum 5 years in wealth… more
- City National Bank (New York, NY)
- …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
- Fannie Mae (New York, NY)
- …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
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