- JPMorgan Chase (New York, NY)
- …and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio . Leverage knowledge of ... Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.… more
- US Bank (New York, NY)
- …construction resulting in tailored investment management and insurance services based upon a client 's unique situation + Refer and partner with other financial ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more
- Neuberger Berman (New York, NY)
- …of Investment Risk. This person will oversee key risk management initiatives and partner closely with our global risk colleagues. The Risk department is a dynamic, ... business. The ideal candidate will have extensive experience in portfolio construction and risk analysis, with a proven ability...39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a… more
- CS Energy (Buffalo, NY)
- …works alongside Project Operations and Field Management to foster great client relationships, work effectively alongside our employees, and oversee the construction ... portfolios and multiple project teams + Monitor and ensure portfolio level cash flow, risk assessment and mitigation +...are identified and planned for. + Seeks to resolve client issues to avoid legal actions. When needed work… more
- JPMorgan Chase (New York, NY)
- …activities in collaboration with the investment and stewardship teams; assist with NP-X filings, partner with JPMAM's client servicing teams to ensure client ... which will involve regular interactions with our research analysts and portfolio managers across Equities, Fixed Income and Multi-Assets Solutions. It will… more
- ARAMARK (New York, NY)
- **Job Description** _The Portfolio Group, under the Workplace Experience Group umbrella, delivers seamless experiences from the breakroom to the boardroom, providing ... a signature suite of services for each unique business portfolio . Our team builds partnerships that excel, creating experiences...where convenience, consistency, and excellence are a given. One Partner . Infinite Solutions._ Our team is driven by a… more
- Bank of America (New York, NY)
- …+ Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- City National Bank (Melville, NY)
- …new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ... client segments and expand relationships to become our client 's main bank option. * Manage a portfolio...client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship… more
- Ricoh Americas Corporation (New York, NY)
- …understanding of the client work environments and how to apply Ricoh's portfolio in a manner that addresses the client 's business objectives. + Strong ... complex multi-line of business, integrated workflow solutions in concert with client stated objectives utilizing skillsets across financial, technical, and business… more
- JPMorgan Chase (New York, NY)
- …is essential to jointly develop distribution strategy, targets and tactical plans. + Partner with the Client Advisors ("CAs") and, where appropriate, the ... The IS team is the primary point of contact with the client on investment matters, ie, portfolio results and positioning. As such, the IS must have complete… more