- City National Bank (New York, NY)
- …in this position will become skilled at articulating the specific benefits that CNR's portfolio management service provides to the clients of the CPA and FA. ... advisors to the CNR Private Investment Counseling Service including the CNR portfolio analysis and proposal process (Galaxy Software). Assist the Senior Investment… more
- City of New York (New York, NY)
- …enterprise-wide projects on time, and on budget. This role relies on portfolio management , customer relations experience, technical experience, and sound ... Care and Education, Division of Youth and Family Justice, Child Welfare Portfolio , Administration, Division of Policy Planning and Measurement, Division of Financial… more
- S&P Global (New York, NY)
- …to drive operational excellence and foster a culture of collaboration using lean portfolio management and agile development methodologies. As a member of the ... + Relevant certifications (eg, CBAP, PMI-PBA, CSM). + Experience with lean portfolio management . + Previous experience as a team lead or in a similar… more
- Axis (Alfred, NY)
- …to guidelines + Strategy development: Definition of market strategies and business plans + * Portfolio management : Management of portfolio , exposure and ... risk accumulation control, monitoring of aggregate commitments specific to the portfolio subsegments + Marketing and stakeholder relationship management :… more
- Bank of America (Staten Island, NY)
- …Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Financial-Solutions-Advisor SD-Financial-Market\_25028127) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … more
- M&T Bank (Rochester, NY)
- …and retain existing relationships by proactively identifying opportunities leveraging the portfolio management process and utilizing the fundamentals of the ... **Overview:** Assists branch management in administering and directing employee coaching, sales/business...the relationship. + Proactively contact customers in assigned customer portfolio , as well as participate in branch sales promotions… more
- SitusAMC (New York, NY)
- …of contact within the Sector for the various Sales, IBD, Coverage, Product, and Portfolio Management . + Development of personal contacts with all product teams ... + Maintenance and control of credit files for assigned portfolio . **Stakeholder Management and Leadership** + Liaise with support functions across Investment… more
- New York State Civil Service (Albany, NY)
- …Liquidity and Asset Liability Management Risk Manager* Project Management Institute: Portfolio Management ProfessionalAppointment Method: Candidates ... and enabling advanced analytics and reporting to support entity risk management functions.This position requires a highly skilled data architect with experience… more
- US Bank (New York, NY)
- …technologies and platforms can be utilized and commercialized to enhance the portfolio management and delivery of SBLC solutions. **Preferred Skills/Experience** ... achieving cost-efficient revenue growth, best-in-class customer experience, enhanced risk management and operational excellence. With several transformational and product… more
- Aflac (New York, NY)
- …with senior team members of private asset operations to support front office portfolio management team responsible for private debt and alternative assets for ... members of the team with: funding requirements and wire processing, cash management , reconciliations, and documentation management related tasks within the… more