- City National Bank (New York, NY)
- …MANAGER - CLIENT * *Flatiron Branch* WHAT IS THE OPPORTUNITY? The Client manager is responsible for contributing to overall branch sales efforts, ... adherence to CNB policies and procedures are being met. For de novo branches the Client Manager will be engaged in some level of external business development… more
- Maloney Properties, Inc. (Boston, MA)
- …Assist with the general financial oversight of all properties within the owner/ client portfolio . Assist with required owner, investor and regulatory reporting ... them. Maloney Properties is an Equal Opportunity Employer. Job Summary The Portfolio Property Director position at Camfield Estates is an opportunity to oversee… more
- PNC (Irvine, CA)
- …the field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. As a Portfolio Associate at PNC, you will play a key ... reporting, administrative, and sales support. Tasks include: * Prepare client reports, portfolio book reviews & other related reporting. Ensure performance, data… more
- Capital One (Mclean, VA)
- …regularly worked. Chicago, IL: $115,900 - $132,200 for Analyst, Specialty Underwriter & Portfolio Manager McLean, VA: $127,500 - $145,500 for Analyst, Specialty ... Understand and promote bank products. + Maintain and promote client relationships. **Basic Qualifications** + Bachelor's Degree or Military...Underwriter & Portfolio Manager Candidates hired to work in… more
- PNC (Philadelphia, PA)
- …field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. As a member of the Portfolio Construction and Management ... research, monitoring and analytical activities for a variety of investment portfolio disciplines. Participates in manager interviews. + Actively incorporates… more
- JPMorgan Chase (New York, NY)
- …exposure. The Sales Credit Risk team will provide the successful administration of our client portfolio in order to manage and monitor risk exposure while ... administration and strategic vision of the Global Markets Sales client population as it relates to counterparty client...these goals. The CIB Global Markets Sales Credit Risk Portfolio Manager will be responsible for the… more
- BMO Financial Group (Winnetka, IL)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of banking ... Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit … more
- 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
- BMO Financial Group (Chicago, IL)
- …in tracking and reporting on key risk indicators and trends across the portfolio . **Operational Efficiency & Client Service:** + Provide timely and accurate ... This role supports the Standalone Products Corporate Card and ACH portfolio by facilitating document collection, anti-money laundering / know your customer (AML/KYC)… more
- KeyBank (Cleveland, OH)
- …broker dealer community. * Responsible for building solid relationships and trust with Portfolio Manager 's in the field, senior management and broker dealers. * ... * Responsible for building solid relationships and trust with Portfolio Manager 's in the field and with...independently and as part of a team. * Evaluates client goals and objectives, contributes to team development of… more