- Neuberger Berman (TX)
- …and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Northern Texas (Dallas), Oklahoma, ... This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** +… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...of wholesale products and services offered by the Scotiabank Group . Be part of an innovative, Global Capital Markets… more
- The Hartford (Hartford, CT)
- …as we help shape the future. HIMCO - Business Operations Specialist Hartford Investment Management Company (HIMCO) is a team of investment professionals ... also a wholly owned subsidiary of The Hartford Insurance Group , Inc. and manages assets on behalf of The...developed a strong results-oriented culture based on delivering superior investment solutions to our clients. We thrive on our… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …will be tasked with a variety of responsibilities ranging from overseeing the investment reporting team, managing investment vehicle liquidity, to liaising with ... analysis, projections, and management of draws/paydowns on subscription facilities for investment vehicles. * Ensure smooth workflow by approving expenditure and… more
- BlackRock (Princeton, NJ)
- …and liaising with fund administrators, auditors, fund directors and portfolio managers. The group comprises of a number of teams and is organized both functionally ... and regionally. The Private Valuation Team within GAAPS supports the investment valuation function for private, illiquid investments acting as the interface between… more
- NextEra Energy (Juno Beach, FL)
- …Performance Program Manager drives continuous improvement in NEER project investment outcomes by analyzing historical project performance, identifying root causes ... for deviations, and embedding learnings into future investment decisions. You enable better capital deployment and risk mitigation through portfolio-level… more
- Citigroup (Glendale, CA)
- …analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during ... with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC… more
- Deloitte (Richmond, VA)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Banco Popular Puerto Rico (San Juan, PR)
- …to individual and corporate clients, assisting them in achieving their investment goals. This includes assessing financial needs, recommending suitable products and ... developing personalized investment strategies. The Financial Consultant must also ensure compliance...internal partners such as Operations, Compliance, and PS Advisory Group . Education Bachelor's or Master's degree in Finance or… more
- Neuberger Berman (New York, NY)
- …among NB internal constituencies of the Fund, including the Private Markets Investment Team, Sales Management, Client Advisors, and Marketing. + Present Neuberger's ... understanding of private equity investing eg markets, product structure, investment outcomes, etc. + Provide investment and...market updates to existing clients. + Host and execute group Zoom events with advisors and clients to discuss… more