- Coinbase (Albany, NY)
- … investment thesis and inform CB product strategy , prosecute multiple investment strategies and support our portfolio of over 500 projects around the ... for Ventures and CB Exec * Drive novel onchain strategies and support liquid portfolio management * Drive topical special projects to inform CB product strategy … more
- Guardian Life (New York, NY)
- …client portfolios + Partner with research and due diligence team for review and strategy of portfolio analysis. + Maintain activity and KPIs through consistent ... Securities was founded in 1999 as a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is… more
- TD Bank (New York, NY)
- …of TD Bank, NA encompassing banking, custom credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD ... and complex regulatory regimes.** **The Financial Advisors, Relationship Managers, and Investment Advisors who are part of the client-facing Distribution teams are… more
- Broadridge Financial Solutions (New York, NY)
- …Desired Qualifications + 3 - 5 years work experience in product management, portfolio accounting, or investment fund accounting. + Experience with hedge funds, ... Product managers at Broadridge lead the development and execution of product strategy and roadmaps by working closely with developers, sales and marketing teams,… more
- HUB International (New York, NY)
- …to create and execute personalized financial plans. - Coordinate execution of investment strategies, insurance enrollments, and portfolio reviews. - Guide ... and entertainment professionals. - Collaborate with industry experts in investment , insurance, and tax strategy . - Work...industry experts in investment , insurance, and tax strategy . - Work in a flexible, mission-driven environment that… more
- Janus Henderson Investors (New York, NY)
- …knowledge of investment products and competitors + In depth understanding of Investment processes within the asset class / strategy Nice to have skills ... the wire approval process + Establishing cash accounts and investment accounts for excess cash + Managing margin calls...the role + Ability to understand data related to portfolio attribution, contribution and risk measures + Experience with… more
- TD Bank (New York, NY)
- …team of enthusiastic colleagues dedicated to setting new industry standards. **Epoch Investment Partners, Inc., a SEC registered investment adviser with ... assisting in many aspects of Epoch's compliance program including portfolio and personal trade compliance, marketing review, conducting regular...who are located outside of the US but provide investment management support to Epoch as part of a… more
- Neuberger Berman (New York, NY)
- …account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access + Provide ... trading and administrative support to portfolio managers and team members, including entering Equity, Fixed...information, track client contact frequency, and record notes and strategy updates from meetings + Interact with operations and… more
- SMBC (New York, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** + Review and challenge… more
- TD Bank (New York, NY)
- …specific details for this role. **Line of Business:** Business Management, Strategy & Support **Job Description:** The Senior Manager, Business Management oversees ... a strategic partner to leadership team on the management of the portfolio and financials, with deep industry, external / internal, enterprise knowledge, identifying… more