- S&P Global (New York, NY)
- …for overseeing the licensing and sourcing of critical market data that informs investment decisions and portfolio management strategies. This role demands ... (eg, CFP, CFA) preferred. + Strong knowledge of financial markets, investment products, and wealth management strategies preferred. + Experience in AI and… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products...are met as it relates to administration of the portfolio of accounts + **Teamwork** + Flexible to demands… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Director, Liquidity Management - Deposit Solutions (US), Global Transaction Banking...identify new clients and opportunities (incl. within the existing portfolio ). Support Sales in bringing on new and existing… more
- Broadridge Financial Solutions (New York, NY)
- …fast-paced and deadline driven environment + Strong appetite to build knowledge of Order Management , Portfolio Management , Investment Book of Record, ... be centered around the Portfolio Master Order, Portfolio & Risk Management Solution, focusing on...throughout the sales process, with a focus on front-to-back investment management solutions opportunities + Document meeting… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products... of all client relationship activities on a select portfolio of accounts. + Assist in the preparation of… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products...efforts alongside the Associates and SAMs + Assist in portfolio management including: preparing pitchbooks, KYC, deal… more
- Bank of America (New York, NY)
- …throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... Credit, Risk Management (FX & Derivatives), Capital Raising & Advisory Services, Wealth Management and Financial Life Benefits. This job is responsible for… more
- BlackRock (New York, NY)
- …Vice President / Director** **Firm Overview:** BlackRock is a global leader in investment management , risk management and advisory services for institutional ... markets and mechanics, including both cash and derivative securities + Work with Portfolio Management , Trading, and Operations to ensure existing and new… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products...negotiation of trade documentation. + Manages a complex, international portfolio of negotiations in relation to the Bank and… more
- Bank of America (New York, NY)
- …considerations imperative to servicing UHNW clients (ie tax implications of various investment strategies critical for wealth structuring, and credit terms for ... Business Product Management Executive New York, New York **To proceed...ideas; interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and… more
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