- City National Bank (New York, NY)
- …all required account documentation is collected and completed. * For Directed Fixed Income portfolios, monitor for corporate and municipal bond concentrations ... adjustments or actions that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure...* Responsible for the preparation and presentation of the portfolio review materials at client meetings. * Risk Management… more
- Scotiabank (New York, NY)
- …& acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious ... the management and growth of the Financial Institutions ("FIG") portfolio * Work closely with the team to provide...the preparation of Deal memos * Track client and portfolio activity utilizing salesforce and other internal systems *… more
- Bloomberg (New York, NY)
- …years of experience in financial modelling of cross asset instruments, including fixed income , equities, FX, Commodities, structured products and OTC ... the framework of their existing businesses. Risk implementations handle multi-asset portfolio risk products, which include Multi-Asset Risk System (MARS) Front… more
- Neuberger Berman (New York, NY)
- …assets (as of March 31, 2025) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private equity and hedge funds-on ... data analysis on large asset portfolios, performing data reconciliation and calculating portfolio compliance tests, such as portfolio quality and concentration… more
- Wellington (New York, NY)
- …and span nearly all segments of the global capital markets, including equity, fixed income , multi-asset, and alternative strategies. As a private partnership ... investment team to assist in the sourcing, diligence, and management of portfolio companies. The ideal candidate will be a self-directed, hard-working team player… more
- Citigroup (New York, NY)
- …Prime Finance, or Delta One trading experience required across either equity or fixed income products. + Proficiency with Bloomberg, MS Excel modelling & ... Services. The business partners with institutional investors to enhance their portfolio returns through intrinsic value securities lending, liquidity management, and… more
- JPMorgan Chase (New York, NY)
- …required + Knowledge of standard financial concepts, including basic understanding of fixed - income securities and markets + Excellent oral and written ... and the impact from the Chief Investment Office's investment securities portfolio and other related activities. These activities are collectively referred to… more
- Cherry Bekaert (Albany, NY)
- …will manage the process for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant writing ... and a mission to help make a difference in low- income communities. About SFS: SFS has been involved in...and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates… more
- Neuberger Berman (New York, NY)
- …assets (as of March 31, 2025) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private equity and hedge funds-on ... The individual should have strong technical knowledge of gift, estate, and fiduciary income tax, ability to prioritize and complete tasks without error and the… more
- JPMorgan Chase (New York, NY)
- …office environment which will involve regular interactions with our research analysts and portfolio managers across Equities, Fixed Income and Multi-Assets ... deliver outcomes for our clients. + Assist stewardship engagements with portfolio companies in collaboration with investment teams on investment and sustainability… more