- Charles Schwab (New York, NY)
- …manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management , Banking & Lending Management , Insurance & ... or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.** Investment Professionals' Compensation | Charles… more
- MUFG (New York, NY)
- …and determining the appropriate risk ratings based on established policies and guidelines . Responsibilities will include active credit management utilizing solid ... We are seeking a Director to join our Portfolio Management Group (PMG), focusing on underwriting and portfolio ...new bank debt transactions according to established policies and guidelines for non- investment grade clients and prospects,… more
- S&P Global (New York, NY)
- …tools for generating testcases/test data or for testing + Experience with Index/Benchmarks, Asset Management , or Portfolio Investment modelling. + Experience ... with Market Data such as Equity, Commodity, Forex, or Options asset classes **About S&P Global** **Dow Jones Indic** **e** **s** At S&P Dow Jones Indices, we provide… more
- Santander US (New York, NY)
- …in the financial services industry. We believe that our employees are our greatest asset . Our focus is on fostering an enriching journey that empowers you to explore ... funds from their account(s). * Resolve client's inquiries such as loan request, investment orders, statement reviews, and other, and resolve any complaint. * Respond… more
- S&P Global (New York, NY)
- …(Marketing, Communications, Business, or related field preferred). + Experience in Asset Management preferred. + Exceptional interpersonal, written, and verbal ... effective messaging and audience engagement. + In-depth understanding of wealth management , investment strategies, and the product development lifecycle. +… more
- Wells Fargo (New York, NY)
- …seeking an Executive Director-level Portfolio Manager for Wells Fargo Corporate & Investment Banking Renewables team. The Renewables Portfolio Management is part ... closing, legal documentation and compliance requirements + Partner with Renewables Asset Finance team, Corporate Banking Relationship Management and Industry… more
- BlackRock (New York, NY)
- …related field (CPA preferred) + 5+ years of tax accounting experience in the investment management industry with emphasis on alternative products, with 7+ years ... oversee tax compliance and advisory for the BlackRock's private markets investment platform supporting the private equity, secondaries and hedge fund-of-funds… more
- TD Bank (New York, NY)
- …triggers, recovery indicators, EWI and escalation mechanisms. + CIO function: investment management , hedge execution, HQLA composition, valuation, mark-to-market ... forecasting, cash flow modeling, and understanding key liquidity metrics. + Asset -Liability Management (ALM): understanding of interest rate risk, maturity… more
- M&T Bank (New York, NY)
- …Program at the bank. Effectively communicates financial market conditions to senior management . Uses knowledge of asset /liability management philosophies and ... the modeling of trades and portfolio positions. Subject matter knowledge of Asset /Liability Management concepts and their influence on bank portfolio strategy.… more
- SitusAMC (New York, NY)
- …eligible to receive a discretionary bonus as determined by bonus program guidelines , position eligibility and SitusAMC Senior Management approval. SitusAMC ... estate analysis for CMBS securitization transaction types, such as Conduit deals, Single Asset Single Borrower deals, and CRE CLO deals. This role could involve… more