- 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 client asset allocation appropriate… 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 ... Engineering, Buy-side Order Management (AIM), Trade Order Management Solutions (TOMS) as well as Portfolio ...Order Management Solutions (TOMS) as well as Portfolio Analytics to deliver the Bloomberg value proposition to… 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 ... senior investment team to assist in the sourcing, diligence, and management of portfolio companies. The ideal candidate will be a self-directed, hard-working… more
- Scotiabank (New York, NY)
- …& acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious ... facets of the management and growth of the Financial Institutions ("FIG") portfolio * Work closely with the team to provide customized financial solutions to… 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 & ... portfolio returns through intrinsic value securities lending, liquidity management , and collateral optimization. Citi's key strengths include unsurpassed global… 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 ... and calculating portfolio compliance tests, such as portfolio quality and concentration ratios + Review management... portfolio quality and concentration ratios + Review management and incentive fee calculations to ensure accuracy +… more
- Neuberger Berman (New York, NY)
- …our Investment Team, Financial Planning and Tax Specialists, Estate Planning, and Portfolio Management Teams to create comprehensive financial strategies and ... 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… 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 ... relations answer LP questions + Various ad-hoc requests from senior management and portfolio managers + Assist with SEC or other regulatory compliance as… more
- Wellington (New York, NY)
- …Analyst (Analyst) to join our established SMID/MID Opportunistic Value (OppValue) Portfolio Management team. This team manages approximately $3.5 billion ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities...all segments of the global capital markets, including equity, fixed income , multi-asset, and alternative strategies. As… 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 ... portfolio representative for colleagues, clients and consultants. BUSINESS MANAGEMENT Contributing to business management , including managing risk, capacity,… more