- PNC (Cleveland, OH)
- …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Equity Valuations, ... an opportunity to contribute to the company's success. As a Business Development Officer III within PNC's Business Credit organization, you will be based in… more
- M&T Bank (Wilmington, DE)
- …client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with ... needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to… more
- M&T Bank (Wilmington, DE)
- …client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with ... needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to… more
- FM (Waltham, MA)
- …with VP, Senior Portfolio Manager - External Investments, Private Markets PM's, the Asset Allocation , Strategy group, and Investment Operations, and the ... with the Portfolio Manager, External Investment Management, Senior PM's, Chief Investment Officer (CIO), and other senior Investments leaders and staff,… more
- AIG (New York, NY)
- …of regional CIOs and associated support staff, AIG Investments designs and manages the asset allocation of the investment portfolios aligned to the specific ... managed by AIG Investments. Led by the Group Chief Investment Officer (CIO), and supported by a...such as evaluating performance, assessing tactical asset allocation recommendations and appraising suggested changes to investment… more
- Commerce Bank (Kansas City, MO)
- …Trust client portfolios which are considered key relationships, including establishment of investment objective, asset allocation , selection of specific ... investment portfolios, work with the client and administrative officer as appropriate. Determine the appropriate asset ...administrative officer as appropriate. Determine the appropriate asset allocation mix, and implements the … more
- Commerce Bank (Kansas City, MO)
- …of this job is to manage assigned client portfolios, including establishment of investment objective, asset allocation , selection of specific securities, ... client investment portfolios, work with the client and administrative officer as appropriate + Provide information to clients regarding general market and… more
- Cherry Bekaert (Austin, TX)
- …with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, ... and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services. The Director will oversee the Application and Strategic… more
- JPMorgan Chase (Charlotte, NC)
- …the world of finance. As a Client Onboarding Vice President within Commercial & Investment Banking, you will be a key player in the onboarding process, ensuring our ... of the onboarding process, making key decisions on resource allocation to achieve set objectives. + Apply critical thinking...data during the onboarding process. Final Job Grade and officer title will be determined at time of offer… more
- JPMorgan Chase (Tampa, FL)
- The Corporate Investment Bank's Know Your Customer (KYC) team is at the forefront of safeguarding JP Morgan's reputation and financial assets by ensuring strict ... active role in the WKOR Target Operating Model Program, overseeing KYC record allocation , team capacity management, book of work, and quality control consistency +… more