- HSBC (New York, NY)
- …corporates, with a minimum of 5 years' relevant experience + Experience of managing a client portfolio and/or responsibility for a driving aP&L / client ... GPS sales teams to identify and develop business opportunities, jointly formulate client engagement strategy to deepen HSBC's global cash management wallet share and… more
- Dodge Construction Network (Albany, NY)
- …of success is the ability to consistently expand Dodge's footprint across the client portfolio + Identify high-impact opportunities: + Pinpoint clients with the ... this role, your primary objectives are to retain and grow client revenue by delivering exceptional value through Dodge's solutions. Success in… more
- Cognizant (Albany, NY)
- … client experience across all delivery stages. Own and oversee the client portfolio with real-time visibility into project health, financial performance, and ... Salesforce engagements in technical and management capacity. Focused on growing our client base, this role supports the entire customer lifecycle - from pre-sales… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- … Client Risk assessments. + Identifies business development opportunities within client portfolio to assist with attaining cross departmental referrals from ... Services clients. This position is responsible for the day-to-day administration of client accounts including funds transfers, client service and on-going… more
- MUFG (New York, NY)
- …numerically and dynamically, focusing on its business culture, external environment, client portfolio , resources, and requests from headquarters. + Formulate ... the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building… more
- Citigroup (New York, NY)
- …managers + Contribution to overall investment strategy, design, and implementation of portfolio and risk guidelines + On-site prospect/ client interactions, ... risk of client accounts and utilize quantitative tools to analyze portfolio exposures and risk-factors + Participate in investment meetings and work closely with… more
- Coinbase (Albany, NY)
- …or Financial institution. * 3+ years of experience managing a client portfolio including institutional clients, high-net-worth individuals, private banking ... sales efforts, and nurturing existing relationships to drive growth and enhance client satisfaction. With a strong emphasis on market intelligence and collaboration… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …firm that provides accounting, financial and consulting services to a diverse client portfolio . Our standout clients are leaders in technology, design, ... solutions-oriented problem solver who aims to provide the best Client experience, enjoys leading a team, and operates with...provide sound financial services and operations support across the portfolio is a must. You will be helping define… more
- CBRE (Albany, NY)
- …responsible for providing advice and guidance for investment opportunities to a large global client . This job is part of the Portfolio Management job function. ... identify and implement innovation and critical thinking across the portfolio . + Build periodic reports for the client... portfolio . + Build periodic reports for the client by analyzing data, using the data for storytelling,… more
- JPMorgan Chase (New York, NY)
- …and estimating risk sensitivities. + **Team Tasks:** Collaborate with investors, client portfolio managers, traders, research analysts, marketers, and ... Engage in quantitative modeling, data analytics, statistical modeling, and portfolio management. + **Team Tasks:** Collaborate with quants, technologists, traders,… more
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