- City National Bank (New York, NY)
- …Assist with initial analysis of prospective client statements. * Enter/process client specific data and portfolio holdings into firm propriety proposal ... * PORTFOLIO DESIGN ANALYST* WHAT IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for… more
- Citigroup (New York, NY)
- …to clients the Citi Private Bank views and how to apply them to the client 's portfolio . This position would suit a proactive and energetic analyst with an ... on the best global thinking and customizing it to the needs of the end client for their situation. The strategy adopted by the group is based upon strong teamwork… more
- Neuberger Berman (New York, NY)
- …federal regulations. + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients. + ** Client Support** : Offer daily ... tech shorts, performance, transfers, allocations, fees, etc., using various in-house portfolio systems. + ** Client Reporting** : Provide customized reporting… more
- SitusAMC (New York, NY)
- …- come join our team! This role is responsible for the overall management of a client 's portfolio once acquired acting as a primary point of contact for all ... This position will oversee multiple servicers, trusts, and strategic portfolio initiatives simultaneously on behalf of a client... portfolio initiatives simultaneously on behalf of a client across all asset classes. This may include but… more
- Bank of America (New York, NY)
- …overall client and investment management philosophy. The position will focus on client service and detailed portfolio analysis. You will build up your ... **Monitors, analyzes, and reviews the current market environment and research portfolio recommendations** **Monitors and manages client portfolios to align… more
- City National Bank (New York, NY)
- …to client regarding adjustments or actions that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure client ... * Responsible for the preparation and presentation of the portfolio review materials at client meetings. * Risk Management and Compliance * Keep current… more
- BrightView (Jamesville, NY)
- …or concerns as needed + Ensure renewals of each account within the assigned client portfolio + Proactively listen to potential site enhancement needs of existing ... for clients. This role builds long-term relationships that fosters client satisfaction and retention, grows the portfolio ...fosters client satisfaction and retention, grows the portfolio the right way through ancillary sales and price… more
- Manulife (New York, NY)
- …directly and help to manage data requests. Will include preparing materials for client portfolio reviews, annual meetings and investment offering materials in ... development, ownership, and asset management of a multi-billion-dollar global real estate portfolio . Our real estate platform has a strong reputation in the market,… more
- Manulife (New York, NY)
- …directly and help to manage data requests. Will include preparing materials for client portfolio reviews, annual meetings and investment offering materials in ... development, ownership, and asset management of a multi-billion-dollar global real estate portfolio . Our real estate platform has a strong reputation in the market,… more
- SMBC (New York, NY)
- …to execution, including building and maintaining financial models and actively monitoring client portfolio on an ongoing basis + Prepare credit applications, ... , providing research and analytics, and assisting marketing staff in preparing client materials and other portfolio administrative tasks, as required. Reporting… more