- Raymond James Financial, Inc. (Locust Valley, NY)
- … portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional ... to gather data to assist Financial Advisors in preparing responses to client or prospect requests. * Creates portfolio /equity snapshots, researches investments… more
- Allied Universal (New York, NY)
- …Account Portfolio Manager to support a large global entertainment client . The Enterprise Account Portfolio Manager (EAPM) builds strong relationships ... states, while collaborating with branch offices and corporate support functions on key client initiatives. Position can be based in Chicago, IL, New York, NY, or… more
- CBRE (Albany, NY)
- …including new leases, renewals, sales, acquisitions and dispositions on behalf of the client . Their portfolio of properties includes office, R&D, warehouse and ... Transaction Manager - High-Tech Client Job ID 244953 Posted 03-Nov-2025 Service line...Implement real estate plans with an understanding of the client 's strategic real estate goals. Assist with project initiation… more
- BlackRock (New York, NY)
- …and launch of new products in the Private Equity space. Prepare and deliver client portfolio reviews including quantitative & qualitative portfolio analyses. ... portfolio analysis, cash flow modeling and market research for client -specific portfolio updates and portfolio construction guidance. Collaborate with… more
- AON (New York, NY)
- …New York office client + Responsible for client stewardship and executive client contact for our client portfolio + Responsible for connecting with ... client + Responsible for client stewardship and executive client contact for our client portfolio + Responsible for connecting with key carriers and… more
- KeyBank (Tarrytown, NY)
- …investment strategy needs of clients. + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment ... to execute strategy. + Effectively utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning … more
- Truist (New York, NY)
- …credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support. Supplements analysis ... managing assigned portfolio . (May include site visit and/or visit with client management team) Serves as source of real estate underwriting knowledge and… more
- Citizens (Melville, NY)
- …to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and client support as needed for ... compliance with credit and risk policies. + Provide client management support for assigned portfolio , maintaining a regular level of direct client … more
- Fooda (New York, NY)
- … portfolio -level leadership over Fooda's most valuable and complex client partnerships. This role combines strategic account management, operational oversight, ... to ensure client success, retention, and profitability across a defined portfolio of Premier Accounts. As the bridge between day-to-day account execution and… more
- MUFG (New York, NY)
- …developing, and enhancing relationships and will seek to expand the bank's client portfolio within the technology vertical. Coverage areas include Greater ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...services, all while ensuring strong credit quality of the portfolio . You will have significant market visibility and will… more