- Raymond James Financial, Inc. (Locust Valley, NY)
- … portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional ... to gather data to assist Financial Advisors in preparing responses to client or prospect requests. * Creates portfolio /equity snapshots, researches investments… more
- Allied Universal (Cincinnati, OH)
- …and eligibility. **Job Description:** Allied Universal(R) is hiring a Enterprise Account Portfolio Manager for a large automotive client . The Enterprise Account ... collaborating with branch offices and corporate support functions on key client initiatives. Pay rate: $60,000-$70,000 per year **RESPONSIBILITIES:** + Relationship… more
- Robert Half Finance & Accounting (Dallas, TX)
- …review of property level funding requests, forecasted cash activity and client distributions requirements. * Calculate portfolio investment returns, Assets ... Description Leading Real Estate Investment firm in Dallas seeks to hire Portfolio Accountant to join the team in a multi-faceted role. Portfolio Accountant will… more
- Nuveen Investments (Minneapolis, MN)
- …business practice + Solicit or procure background data for questionnaires and other client reporting from portfolio accounting systems and external databases + ... strong internal working relationships and communicate regularly about projects within Client Service and Marketing, Portfolio Administration and Compliance, as… more
- CIBC (Boston, MA)
- …back-office teams. + **Execute complex transactions -** Prepare monthly and quarterly client reports, update portfolio asset allocations, and analyze performance ... cash transaction processing, and provide trading support as needed. + **Support portfolio management -** Analyze and understand client portfolios, investments,… more
- Moss Adams LLP (San Francisco, CA)
- … client teams/ client and the central services/operations team \(ie, client services, trading, portfolio management, tax, billing and fee support\), this ... ** Client Service Associate** **Description** At Moss Adams, we...and interesting business challenges. **Introduction to the team** The Client Service Associate for Moss Adams Wealth Advisors will… more
- US Bank (Denver, CO)
- …may have their own assigned client relationships and may also co-manage client relationships and portfolio credit quality with a Relationship Manager to ... region. Analyzes financial data and prepares comprehensive written analyses, analyzes portfolio credit quality, assists the Relationship Manager in presenting credit… more
- MetLife (Whippany, NJ)
- …various teams across MIM, including Infrastructure, Private Asset Based Finance, Client Portfolio Management, Insurance Asset Management, Institutional Client ... committee memoranda * Contribute to Investment Committee presentations and collaborate with Client Portfolio Management to align investment opportunities with … more
- Cushman & Wakefield (Mclean, VA)
- …implement an overall account plan designed to enhance the value of the client 's portfolio to operate each property at peak efficiency without sacrificing ... and asset planning, maintenance and repair for an expanded portfolio with accountability for the overall delivery of ...of all C&W account services and adherence to the client 's real estate standards of performance and needs +… more
- MetLife (Whippany, NJ)
- …and interact with various teams across MIM, including Corporates Infrastructure, Client Portfolio Management, Insurance Asset Management, Institutional Client ... presentations * Oversee tasks associated with transaction closings * Collaborate with Client Portfolio Management to align investment opportunities with … more