- City National Bank (New York, NY)
- …as appropriate *The Responsibilities* * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client on-boarding ... all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to process requests for new or...equivalent * Minimum 2 years of experience in the investment management industry * Minimum 2 years of experience… more
- JPMorgan Chase (Jersey City, NJ)
- …culture of continuous learning and innovation within the team * Lead portfolio and investment management processes, ensuring strategic alignment of initiatives, ... objectives into manageable tasks and activities * Demonstrated experience in portfolio management, investment governance, or business management within a… more
- MUFG (Los Angeles, CA)
- …experiences including handling a segment of an industry vertical or a primarily investment grade commercial loan portfolio and coordinating with execution team ... member of our recruitment team will provide more details. **Job Summary:** Portfolio management for designated customers. Responsible for the underwriting and … more
- Amazon (Arlington, VA)
- …This will involve leveraging your expertise in areas like financial modeling, investment analysis, and portfolio management to provide insights and ... This will include executing monthly financial controls, tracking and analyzing key portfolio and pipeline metrics, providing leadership summaries on the status and… more
- BlackRock (San Francisco, CA)
- …across all aspects of an advisor's business + Deliver fiduciary and investment insights through portfolio construction conversations + Provide support to ... "Student of the Market" while understanding and ability to learn various investment solutions within fixed income, derivatives, alternatives, equities, etc. + Strong… more
- JPMorgan Chase (Boston, MA)
- …Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition ... supporting and driving financial advisors to adopt 55ip's Platform and investment solutions. **Job responsibilities:** + Develop strong relationships with top-tier… more
- MetLife (Whippany, NJ)
- …* Oversee tasks associated with transaction closings * Collaborate with Client Portfolio Management to align investment opportunities with client objectives ... clients * Manage and process amendments, waivers, and changes * Address client investment requests with the Client Portfolio Management team Essential Business… more
- Amazon (New York, NY)
- …evaluation, selection, and prioritization of 3P Flagship events - Manage significant investment decisions across the portfolio - Ensure consistent quality and ... events - Develop comprehensive sponsorship and activation strategies that maximize AWS's investment and impact - Create frameworks for measuring and optimizing ROI… more
- S&P Global (Chicago, IL)
- …+ Min 5 years in financial services, ideally with experience in: sales, portfolio strategy, investment advisory, investment consulting, with asset management ... financial sales professional with experience and contacts in wealth and investment management. You have working knowledge of-and prior experience in, index-based… more
- JPMorgan Chase (New York, NY)
- …Operations team is responsible for supporting, overseeing, and optimizing the end-to-end investment process, working with Portfolio Managers, Investment ... Operations, you'll manage and optimize critical data processes that support investment decisions, client reporting, and asset accounting. This role combines… more