- Wells Fargo (New York, NY)
- …Account Purchasing (KAP) transactions. + Develop product education and sales management strategies to continually develop teams to anticipate and understand clients' ... by making strategic decisions to resolve highly complex issues to meet higher risk deliverables; interpret and develop range of policies and procedures for functions… more
- Aflac (New York, NY)
- …2 years as a manager in Investment Compliance + Good working knowledge of Portfolio Management / Investment Operations workflows and processes + Good working ... Access, PowerPoint, Word, Outlook) + Experience with any pre-trade compliance or portfolio management system (such as Bloomberg, Charles River, Blackrock… more
- BlackRock (New York, NY)
- …BlackRock is one of the world's largest and most prominent investment management firms, managing trillions of dollars in assets for institutions, governments, and ... funds (ETFs), and alternative investments, catering to various investor needs and risk appetites. BlackRock has embraced technology in its operations and investment… more
- Citigroup (New York, NY)
- …have the opportunity to conduct bespoke strategic and tactical asset allocation, portfolio optimization and construction, risk identification, fund and capital ... * Knowledge of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets and investment strategies. *… more
- Zurich NA (Albany, NY)
- …to underwriting teams and attend client/broker meetings as needed. + Manage account risk portfolio and provide account level engineering to meet underwriting ... or related degree + Certified Safety Professional (CSP) + Associate in Risk Management (ARM) designation + Industry experience in hospitality + Account oversight… more
- Citigroup (New York, NY)
- As part of the Client Financing Product Management team, the individual will be responsible for optimizing and facilitating growth for the Client Financing product ... at Citigroup. The individual will work alongside Sales/Origination, In Business Risk , FRM, Credit, Operations, Technology and product partners to develop the… more
- Wells Fargo (New York, NY)
- …efforts + Work with teams on a variety of tasks, including compliance and risk management responsibilities + Provide information to colleagues and managers in ... roles. Interns will learn the end-to-end sales process, including portfolio management , proposal development/delivery, and collaboration with internal… more
- MUFG (New York, NY)
- …for the Originations (Financial Sponsor coverage), Syndications, Monitoring and Sponsor portfolio company Relationship Management functions by assignment within ... transaction origination and credit analysis efforts. Critical functions include assessing risk factors associated with each credit and determining the appropriate … more
- SMBC (New York, NY)
- …supervise problem assets including classified loans and present written memorandum/reports to management . * Contribute to portfolio review, loan reviews and pass ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** + Review and challenge… more
- Comerica (New York, NY)
- …The Relationship Manager role will be responsible for new business development, onboarding, portfolio management and underwriting to support the needs of the ... Maintain and develop customer relationships, new business, and periodic risk reviews of the portfolio . Negotiate proper...Monitor trends and determine customer acceptance of assigned product(s). Risk Management : Assess and monitor client … more