- BMO Financial Group (New York, NY)
- … client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. + Initiates contact with partners for new ... client sales. + Directly manages a diverse ...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- BMO Financial Group (New York, NY)
- … client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. + Initiates contact with partners for new ... client sales. + Directly manages a diverse ...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- Neuberger Berman (New York, NY)
- …with the portfolio management team and others to ensure integrated, client -focused communication and participate in client events to deepen relationships + ... events, and charitable giving. The role focuses on working with complex client relationships and those with the highest growth potential. The Senior Estate… more
- Fifth Third Bank, NA (New York, NY)
- …the bank and delivering tailored financial solutions. In addition to insurance portfolio client relationship management, the role includes partnering with ... . Responsible for relationship review and overall relationship profitability. . Works with Portfolio Manager , Credit Analysts, and other members of the Credit… more
- Neuberger Berman (New York, NY)
- …equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to ... in New York. The Summer Quant position will focus on Quantitative Analysis, Portfolio Analysis & Modeling to provide quantitative research, analysis and support to… more
- Neuberger Berman (New York, NY)
- …analytical skills and deep market insights. A successful track record of engaging with portfolio manager and senior executives is essential, as is a demonstrated ... the firm and its business. The ideal candidate will have extensive experience in portfolio construction and risk analysis, with a proven ability to apply advanced… more
- City National Bank (New York, NY)
- *OPERATIONS ANALYST* WHAT IS THE OPPORTUNITY? Provides operational support to the Portfolio Manager Team and Advisors on all asset movement activities. Review, ... as well as act as the liaison between the Portfolio Manager Team and our clearing firm.Manage...in our bookkeeping system and upload them to our client account database. * Review all outgoing transfers, freeze… more
- BXP (New York, NY)
- …Purpose of Position: Assist Property Management with the day-to-day operations and client relations of assigned property or portfolio through the coordination ... building procedures and supplying general building information. + Notify Property Manager of repeat client complaints or unusual and/or unreasonable… more
- Santander US (Brooklyn, NY)
- …retaining new clients while strengthening existing ones. You directly manage and grow a client portfolio of high value consumer and small business clients. This ... needs are met and issues are resolved efficiently. + Independently manage a portfolio comprised of both high value consumer clients and small business customers. +… more
- BlackRock (New York, NY)
- …is one way BlackRock fulfills our fiduciary responsibilities as an asset manager to our clients. BlackRock Investment Stewardship serves as a link between ... certain companies in the Industrials sector. They will provide support on portfolio company analysis, engagement, and voting. The intention is for the person… more
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