- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking an Executive Director-level Portfolio Manager for the Technology, Media & Telecom (TMT) team within Wells Fargo Corporate ... & Investment Banking (CIB). This TMT CIB Portfolio Manager will partner with Industry Coverage, IG Syndications, Leveraged Finance, Leveraged Underwriting, Macro,… more
- Heritage Financial Credit Union (New Paltz, NY)
- …includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines ... branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders,… more
- Chemung Canal Trust Company (Auburn, NY)
- …top talent, celebrate performance, and fuel professional growth. As a proud community bank , we believe in giving back to the neighborhoods we serve. Supporting local ... in order to achieve individual and branch goals; displays sales leadership and drives sales through service...coaching sessions. Responsible for developing branch staff. Serves as manager in the absence of the Branch Manager… more
- Arrow Financial Corporation (Wilton, NY)
- …Office Suite: Word, Excel, and Outlook; ability to work with other programs and bank -related software a plus > Solid sales and referral experience; knowledge of ... > Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment > Account Management… more
- Scotiabank (New York, NY)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... initiatives are executed and delivered in support of the Bank 's business strategies and objectives; and that all credit...+ Product coverage is broad and will include loans, loan products, derivatives, commodities, trade finance and other banking… more
- SMBC (New York, NY)
- …of benefits to its employees. **Role Description** Underwrite lease and loan equipment finance transactions. The ideal candidate will have experience underwriting ... analysis for ongoing portfolio management related items. **Role Objectives** * Coordinate with Sales to ensure the pipeline flow for credit deals are assigned to… more
- SMBC (New York, NY)
- …advance transactions throughout lease/ loan processing cycle. + Follow up with Regional Sales Managers for any pending items in QDM, document requests and KYC + ... of benefits to its employees. **Role Description** The AVP, Sales and Origination handles management of Inside Sales...and assisit adhoc request (data analysis, report, etc) from manager from time to time. Submit Quick Decision Model… more
- Citigroup (New York, NY)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- S&P Global (New York, NY)
- …globally. This is an exciting opportunity to join the team as a product manager , providing S&P DJI's clients with indexing solutions in growing areas of the ... help develop, shape, and execute the multi-asset business strategy working with the sales organization. This is a highly technical role, but it also requires… more
- Neuberger Berman (New York, NY)
- …analysis and investment committee memos + Assistance with raising debt financing in the bank and broadly syndicated loan markets in support of M&A and other ... seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective… more