- US Bank (New York, NY)
- …add as a credit analyst or portfolio manager to the underwriting and portfolio management team. This individual will be a vital member overseeing a sub-set of ... assigned portfolio companies / borrowers as part of ongoing portfolio management and a key individual on origination deal teams evaluating new transactions. +… more
- Banc of California (New York, NY)
- …personal visits to qualify sales opportunities. + Providing insight and feedback to the senior management of the company with regard to competitive and market ... + Develop strong internal working relationships with peers in the credit, asset management , documentation, portfolio management , legal, and operations… more
- Bloomberg (New York, NY)
- …and productivity - exponentially. Bloomberg's Buyside Solutions delivers global, multi- asset solutions for portfolio management , trading, compliance, risk ... agencies. Our goal is to offer the most scalable asset & investment management technology in the...without disruption. **What's the role?** We are seeking a senior individual to join the Buyside Product team focusing… more
- Raymond James Financial, Inc. (New York, NY)
- …Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with ... a plan for significant aspects of internal communications with guidance from senior colleagues. Provide specialist advice on the interpretation and application of… more
- HSBC (New York, NY)
- …multi- asset portfolios consisting of equities, fixed income, liquid alternatives asset under guidance from senior Project Manager (PM), Select appropriate ... due diligence + Minimum of 5 years of investment management experience + Knowledge of asset allocation...of investment management experience + Knowledge of asset allocation concepts, modern portfolio theory, global markets, portfolio… more
- JPMorgan Chase (New York, NY)
- …JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and ... in financial services, preferably with product experience in wealth management , asset management , investment banking,...to logically present complex concepts to key partners and senior leaders + Team-oriented with a demonstrated ability to… more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... have found the right team. As a Product Owner Sr . Associate in our Wealth Management Solutions...the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer… more
- EPAM Systems (New York, NY)
- …Years of expertise in a combination of information technology, retail banking, wealth management , asset management , and capital markets. If this sounds ... be the perfect opportunity to join EPAM as a ** Senior Director, Account Management (Financial Services)** ....or more of the following areas: retail banking, wealth management , asset management , or capital… more
- S&P Global (New York, NY)
- …Understanding of benchmarks and how they fit into the investment process, particularly within Asset Management and Wealth Management + Familiarity with the ... both product and global initiatives. + Take direction from senior product management leadership and collaborate closely...Asset Management and Wealth Management landscape, model portfolios/portfolio theory + Current or past… more
- TD Bank (New York, NY)
- …anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management + Acts as a strategic partner by leading ... **Progressive Treasury Roles:** The individual would likely have risen through progressively senior roles within treasury, finance, or risk management , such as:… more