- City National Bank (New York, NY)
- * PORTFOLIO DESIGN ANALYST* WHAT IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for ... analytical and financial support and expertise through technological tools and software. * Wealth Management Division: City National Rochdale* As a member of City… more
- Neuberger Berman (New York, NY)
- …equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform ... and manages portfolios for insurance clients across asset classes. The Insurance Portfolio Manager will manage US fixed income portfolios for insurance clients… more
- Umpqua Bank (South Jordan, UT)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... people. Together for business. Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the management of trust and investment … more
- Citigroup (Fort Lauderdale, FL)
- …of the risks. Focus on understanding the client's financial strength, investment objectives, risk tolerance, investment /collateral portfolio characteristics, ... portfolio of credit exposures to Citi's North American Wealth clients + Assist with portfolio management...North American Wealth clients + Assist with portfolio management activities, including limits, stress testing, portfolio… more
- Truist (Atlanta, GA)
- …Sales Delivery (Small Business Banking, Business Banking, HHG, Corporate Banking, Investment Banking, Wealth Management, Commercial Real Estate, Regional Sales), ... with the Commercial Community Bank, Corporate and Institutional Group, Private Wealth Management, Corporate Liquidity Product Sales, Lending, Card Services, Merchant… more
- BMO Financial Group (Los Angeles, CA)
- …loan solutions for commercial real estate customers across the US The Portfolio Manager is responsible for preparing well-reasoned credit proposals in accordance ... This role is also responsible for monitoring the performance of an assigned portfolio of customers, ensuring that all reviews / renewals of loans are reviewed… more
- Robert Half Finance & Accounting (Newark, DE)
- …not limited to: . 1+ years of administrative experience in financial services/ investment / wealth management industry strongly preferred . MUST be proficient in ... Description Reputable, financial services firm seeks a Portfolio Assistant with proven expertise handling investments and...with the annual audit process . Supervise reconciliation of investment portfolios . Gather treasury filings as needed .… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team. In this role, you will be the driving force behind ... building and nurturing relationships with financial advisors, wealth managers, and institutional clients. Your mission: to promote...Your mission: to promote and sell our suite of investment products and solutions that help clients achieve their… more
- Bank of America (Providence, RI)
- …team supporting review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses **Responsibilities:** + Either ... Credit Review Senior Portfolio Specialist Charlotte, North Carolina;Stamford, Connecticut; Newark, Delaware; Dallas, Texas; Chicago, Illinois; Providence, Rhode… more
- CIBC (New York, NY)
- …provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment , and wealth protection to help clients meet their goals. + ... actions (eg renewals, waivers, modifications, annual reviews) for assigned portfolio . + Function as a resource for GPM Team...GPM Team Lead and/or RGPM in preparation for any portfolio review related meetings and actively communicate knowledge of… more