- T. Rowe Price (Baltimore, MD)
- …make a difference in ways that matter to you . Role Summary + Supports Portfolio Manager in execution of investment process and management of a complex, ... diversified, global strategy. + Investment research support for the Portfolio Manager within a diversified, global growth mandate. + Analytical ownership of… more
- First Horizon Bank (Coral Gables, FL)
- …closing, and lines up meeting opportunities with Wealth partners. + Assists Relationship Manager in maintaining a portfolio mix of targeted high value and ... and opportunities to deliver further customer value. Position includes helping Relationship Manager organize client files, calendar, and email to develop closer… more
- PNC (Pittsburgh, PA)
- …trades within assigned limits. + Performs risk analyses and portfolio /position management, market, financial analyses and/or due diligence using independent ... + Works with internal partners in developing pitches, providing client relationship support and pricing client structures....Series 7 and 63 within 120 days of employment. Fixed Income - SIE, Series 7 and 63 within… more
- HSBC (Irvine, CA)
- …Wealth Relationship Manager for the banking portions of their assigned portfolio + Provide dedicated assistance in the delivery of service and support activities ... of contact for clients in instances of Wealth Relationship Manager absence, including answer client calls, resolve...a pay range between $70,000.00 and $90,000.00 The final fixed pay offer will depend on the candidate and… more
- Bank of America (Chicago, IL)
- …Participate in remediation, internal/external Audits (where applicable) + Maintains accuracy of client portfolio using internal and external comparison tools + ... sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across… more
- Neuberger Berman (New York, NY)
- …Alternatives Finance Group serves as an intermediary between private equity portfolio managers and external partners, including fund administrators, auditors, and ... of fund administrators in recording and reconciling transactions within the portfolio management and accounting systems. Additionally, this position assists with the… more
- Pike Corporation (North Charleston, SC)
- …are expected to have a high level of experience and technical skills in the client 's specific areas of expertise. The incumbent will be in the first level of ... training of new employees and act as liaison between client and team with project updates. ESSENTIAL DUTIES AND...SUPERVISORY RESPONSIBILITIES: May serve in Team Lead or Project Manager I role QUALIFICATIONS: To perform this job successfully,… more
- Bank of America (New York, NY)
- …grow, and make an impact. Join us! **Department:** **GBAM -** _PriceServe - Fixed Income Securities Pricing_ . PriceServe is a fast growing business at Merrill ... to provide high-quality, informed valuations for securities and loans in their portfolio . The need for transparency and disclosure has become increasingly important… more
- EMCOR Group (Chester, PA)
- … Manager and the Facility Managers, overseeing a dedicated region of the client account portfolio . The Regional Coordinator will be an excellent communicator ... day-to-day facility operations and maintenance, and to ensure performance against client expectations. This position is responsible for coordination within the… more
- Neuberger Berman (New York, NY)
- …participants. + Proven ability to collaborate effectively across functions, including Portfolio Management, Client Coverage, Sales, Product, Trading, and ... design, review, and implementation of ETF baskets (including custom baskets) with Portfolio Managers and traders. + Monitor intraday trading activity and engage with… more