- PNC (Albany, NY)
- …analytics, that is used to develop strategies and tactics including portfolio management, client selection, advisory services, sales efforts, underwriting/credit ... of clients and prospects in the industry. Instead, they partner with local in-market RMs who "own" the relationship...They provide insights and knowledge to drive and inform client selection, portfolio management, risk assessment, transaction… more
- M&T Bank (Hauppauge, NY)
- … portfolio management. **Primary Responsibilities:** + Focus on transaction execution and portfolio management and will partner with senior team members on ... M&T Bank. This position involves analyzing financial statements, monitoring loan portfolio , and ensuring compliance with credit policies and regulatory requirements.… more
- Cushman & Wakefield (Albany, NY)
- …in the client service agreements + Complete monthly billing for Portfolio Administration services for assigned clients + Provide superior client service ... a specific functional or geographical area that supports the Portfolio Administration Service Line. The Sr. Portfolio ...for overseeing the day to day activities at the client level and being the first point of escalation… more
- TD Bank (New York, NY)
- …highly complex, and diverse business management function. The Operations Manager is a strategic partner to leadership team on the management of the portfolio and ... responsible for ensuring that delivering a value proposition that meets its target client 's needs while ensuring that the customer experience is aligned with the TD… more
- SMBC (New York, NY)
- …P&L growth. + Develop, manage and execute beta management strategy across deposit portfolio ; analyze client sensitivity + Collaborate with corporate clients to ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- BlackRock (New York, NY)
- …deliver against Aladdin's private markets commercial targets. + Translate market trends, client needs, and internal partner feedback into a technology product ... external asset managers, and data partners to validate product direction and gather feedback. ** Client & Partner Engagement** + Partner closely with Aladdin… more
- AON (New York, NY)
- …look like + Key member of the NA Aon finance leadership team, expected to partner with other leaders across finance and the business. + Provide direct leverage and ... and deliverables to provide alignment with business goals and avoid duplication. + Partner with CFO and Executive teams to develop, model and execute long range… more
- VaynerMedia (New York, NY)
- …by identifying and capitalizing on opportunities to deepen and expand existing client relationships through new strategic initiatives. + Partner with agency ... Proven experience leading senior-level teams (VPs, Directors) to achieve substantial, long-term client and portfolio growth, with a passion for developing… more
- Experian (New York, NY)
- … client locations. + Gather industry information within assigned portfolio . Including subscribing to industry newsletters, trade magazines. + Develop ... Services Vertical will meaningfully contribute to EMS's commercial team managing client relationships such as banks, credit unions, and other financial institutions… more
- ARAMARK (New York, NY)
- …a passion for excellence, innovation, and personalized service in a refined, client -facing environment. _The Portfolio Group, under the Workplace Experience ... a signature suite of services for each unique business portfolio . Our team builds partnerships that excel, creating experiences...needs and proactively deliver solutions that exceed expectations. + Partner with client stakeholders to plan and… more