- Deloitte (New York, NY)
- …& Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are ... of fixed income investments. Work You'll Do As a Manager in this group, you will manage relationships, ensure...address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical… more
- US Bank (New York, NY)
- …knowledge of Advent applications preferred - Thorough knowledge and understanding of portfolio accounting and the investment management industry - Excellent ... responsible for preparing quarterly and annual financial statements for investment companies and advisers. Work cross-functionally with accounting operations,… more
- Wellington (New York, NY)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...including new mandate fundings, terminations, all asset-in-kind flows and product/ portfolio changes with an emphasis on operational risk management… more
- Wellington (New York, NY)
- …value commentary. This work will support investment recommendations that help shape portfolio manager decisions and add value to client portfolios. The ideal ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Bank of America (New York, NY)
- …single asset and multi asset portfolios. The CIO Due Diligence teamincludes investment manager research, sourcing, and selection utilizing a strong ... investment strategy and global markets and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team… more
- Zurich NA (New York, NY)
- … Committee, key stakeholders, and Head of Private Equity. + Perform regular investment and risk monitoring on portfolio activities under assigned coverage and ... + Lead or co-lead deal origination, research, and analyzing of direct co- investment and secondary GP-led or continuation vehicle (CV) opportunities and / or… more
- MUFG (New York, NY)
- …experiences including handling a segment of an industry vertical or a primarily investment grade commercial loan portfolio and coordinating with execution team ... member of our recruitment team will provide more details. **Job Summary:** Portfolio management for designated customers. Responsible for the underwriting and … more
- JPMorgan Chase (New York, NY)
- …the development and enhancement of JP Morgan Advisors (JPMA) Advisory Programs, including Portfolio Manager (PM), Portfolio Advisor (PA), Customized Bond ... including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services. + Develop deep expertise… more
- Bank of America (New York, NY)
- …and continuing education requirements as requested + Partnering with Private Bank portfolio manager , other Financial Advisors, Product Specialists and other ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- MUFG (New York, NY)
- …+ Assessing borrower capital structures In this role, you will support the senior Portfolio Manager in the assessment of risk factors associated with each credit ... **Job Summary:** We're looking for an Associate to join our growing Portfolio Management Group (PMG), focusing on credit coverage for Digital Infrastructure clients… more