- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... customer behavior and market trends + Analyzing the existing deposits portfolio to determine typical customer behavior, product mix, competitive data,… more
- Broadridge Financial Solutions (New York, NY)
- …Manager, Sentry. Broadridge's "Sentry" business refers to its Sentry PM portfolio management technology, a cloud-based solution designed for private debt, loans, ... and CLOs (Collateralized Loan Obligation), streamlining activities like portfolio management, research, origination, trading, and compliance. We help drive business… more
- S&P Global (New York, NY)
- …a related customer-facing role with a proven track record of managing a portfolio of high-value clients and driving successful client outcomes. + Experience working ... with Financial Institutions (Asset Managers, Hedge Funds, Investment Banks, Private Equity, etc.) + Strong Excel skills,...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- HSBC (New York, NY)
- …a core part of our team, originating target market clients focused on investment AUM, lending, and Advisory services from own network. Grow revenues across allocated ... portfolio , successfully manage and serve existing business relationships and...years of relationship management experience in the banking or wealth management sector + Proven track record in asset… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 08 **The Team:** Portfolio Valuations (PV) provides an independent, post-trade valuation service to buy-side ... 90 of the leading banks, trading houses and other investment professionals use the TOTEM service as the key...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Bank of America (Melville, NY)
- …with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates ... and increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50… more
- Broadridge Financial Solutions (New York, NY)
- …to solve their most pressing business needs.We have a full suite of portfolio /order management technology and middle office services that enable our clients to focus ... to work within a collaborative environment to achieve results + Strong investment industry knowledge and existing network of relationships + Excellent interpersonal,… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... Ensuring strategic alignment and efficiency of solutions across a diverse portfolio of engineering and transformation efforts. The Operations Enterprise Architecture… more
- JPMorgan Chase (Brooklyn, NY)
- …and patterns that will feature in our Employee Experience Design System using your wealth of experience and knowledge of modern design systems + Coach and mentor ... forward **Preferred qualifications, capabilities, and skills** + Has a strong portfolio showcasing case-studies with tight narratives that demonstrate an ability to… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... Ensuring strategic alignment and efficiency of solutions across a diverse portfolio of engineering and transformation efforts. The Operations Enterprise Architecture… more
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