- JPMorgan Chase (New York, NY)
- …and estimating risk sensitivities. + **Team Tasks:** Collaborate with investors, client portfolio managers, traders, research analysts, marketers, and ... Engage in quantitative modeling, data analytics, statistical modeling, and portfolio management. + **Team Tasks:** Collaborate with quants, technologists, traders,… more
- Raymond James Financial, Inc. (Indianapolis, IN)
- …investment accounting problems and transaction processing and is responsible for the client portfolio reconciliation processes. * Assists with administration of ... a mission to provide the highest quality investment management expertise and unmatched client service in all product areas over the long-term. We currently have an… more
- Commerce Bank (Kansas City, MO)
- …of Treasury clients + Works alongside a Treasury Account Manager to oversee a client portfolio , which include completion of annual relationship reviews for top ... team and also serve as a Treasury Management Officer (TMO) for a portfolio of their own, including business development activity. Essential Functions + Responsible… more
- EPAM Systems (Los Angeles, CA)
- …SME's, and Sales and Delivery Leaders + Drive account revenue within the client /account portfolio as well as accelerate opportunities to influence and sell ... Are you an influential portfolio leader with a passion for leading strategic...role at EPAM! Req.#585724640 **Responsibilities** + Perform as the Client Partner with clients, internal teams, and BU Heads… more
- Allied Universal (Dallas, TX)
- …will collaborate with branch offices and corporate support functions on key client initiatives. The Assistant Enterprise Account Portfolio Manager may expect ... **Job Description:** Allied Universal(R) is hiring an Assistant Enterprise Account Portfolio Manager. The Assistant Enterprise Account Portfolio Manager builds… more
- Wellington (Boston, MA)
- …to implementing consistent active positions across multiple accounts with differing client guidelines and benchmarks; and * Implementing portfolio optimization ... **About the Role** **THE POSITION** Wellington is seeking a Portfolio Construction & Risk Strategist to work with the... Construction & Risk Strategist to work with the Portfolio Architecture team within Global Risk & Performance Strategy.… more
- Comerica (Costa Mesa, CA)
- …retention and expansion (cross sales) with minimal supervision. Retain existing portfolio and associated profitability. Client Involvement Attends meetings with ... Job Description Portfolio Manager II Under minimal supervision, manages portfolio of existing, complex customer relationships to ensure ongoing profitability and… more
- CIBC (Chicago, IL)
- …risk. As a Client Manager you will manage and grow a portfolio of Commercial Banking clients by proactively developing new business opportunities in the ... Business Opportunities, Cash Management, Client Relationship Building, Client Service, Credit, Financial Advising, Portfolio Management, Results-Oriented… more
- BMO Financial Group (New York, NY)
- …, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. + Conducts due diligence (eg, client ... relationships with internal/external stakeholders. + Creates financial models to analyze client portfolios and anticipate client needs. + Analyzes/ assesses… more
- Quad (Chicago, IL)
- …role is client -facing. Key Responsibilities: + Maintain and grow assigned client portfolio ; coordinate / collaborate with internal teams, including search ... based recommendations + Create presentations, regular reporting, and other documents for client use in the evaluation and approval of search campaigns + Participate… more