- Bank of America (Frisco, TX)
- …days of start date. **Skills:** + Executive Presence + Portfolio Analysis + Portfolio Management + Research Analysis + Wealth Planning + Active Listening + ... by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation, and best practices for integrating our managed asset… more
- US Bank (Hackensack, NJ)
- …to risks of various kinds; ability to apply knowledge of risk management appropriately to diverse situations. + Preferred skills: product PnL, product strategy, ... and planning, product discovery, product development, channel alignment and management , adoption, customer experience research, insight and execution, agile ways… more
- Zurich NA (New York, NY)
- Director, Private Equity 128897 Zurich Alternative Asset Management (ZAAM) within Zurich North America is currently recruiting for a Director of Private Equity ... and adoption of tech, including Gen AI. + Excellent experience in institutional asset management (eg, insurance and financial services, public and corporate… more
- S&P Global (New York, NY)
- …on priorities, manage dependencies, and maintain focus on outcomes across regions, asset classes, and systems, while partnering closely with other **Value Stream ... thrives on collaboration, accountability, and continuous improvement. + **Stakeholder Management :** Engage strategically with partners and senior stakeholders across… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm's clients. This position ... reports on client portfolios. + Track and update client asset allocations. + Research and conduct due diligence on...accredited institution. + High interest in investment advisory and wealth management services. + Exceptional written and… more
- Robert Half Finance & Accounting (Crowley, TX)
- …of experience in senior finance roles, ideally within family offices or private wealth management . * Expertise in managing complex personal finances for ... management , and due diligence. * Knowledge of real estate management , private equity, and multi- asset class investing. * Comprehensive understanding… more
- S&P Global (Dallas, TX)
- …Income Index Calculation and Distribution Team (FI ICAD) within the Global Index Management & Production Group (IMPG). The global team is responsible for the ... production and management of a wide range of indices covering equities,...fixed income domain. + In-depth understanding of financial markets, asset classes and company fundamentals + Candidates will have… more
- First Horizon Bank (Dallas, TX)
- …Participate in internal loan review, audit and regulator examinations, and forecasting of asset quality indicators to top management . + Contribute to the ... Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed… more
- First Horizon Bank (New York, NY)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... relationships in order to maximize portfolio revenue growth and asset quality. The most successful individuals in this role...acceptable returns for the bank + Work with the Management and Underwriters to analyze the credit strengths and… more
- S&P Global (Princeton, NJ)
- …Agile/Scrum and globally distributed team collaboration. + Experience with Index/Benchmarks, Asset Management , or Portfolio Investment **About S&P Global** **Dow ... high availability. The team prioritizes service availability, service request management , and continuous improvement of support processes through collaborative… more