- Truist (Charlotte, NC)
- …support to one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth , Enterprise Payments etc.). The LOB Strategic Execution and ... lines of business including commercial banking, commercial real estate, corporate & investment banking, and wealth management 7. Ability to influence, partner,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the Firm Founded in 2012, the firm operates at the intersection of wealth strategy, portfolio management, family office services, and financial operations. ... with a limited number of ultra-wealthy clients, offering direct investment access, proprietary after-tax planning, and operational infrastructure. The firm's… more
- Raymond James Financial, Inc. (The Woodlands, TX)
- …Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and ... help them identify their investment objectives. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on… more
- Manulife (CA)
- Manulife John Hancock Investment , a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been ... helping individuals and institutions build and protect wealth for 159 years. At a time when trust...we are proud to offer a full range of investment strategies that carry one of America's strongest and… more
- Citigroup (Jersey City, NJ)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... + Portfolio Accounting + Performance & Attribution Analytics + Investment Compliance (Pre- and Post-Trade) + OTC Derivative Valuation & Lifecycle Management… more
- Broadridge Financial Solutions (New York, NY)
- …Desired Qualifications + 3 - 5 years work experience in product management, portfolio accounting, or investment fund accounting. + Experience with hedge funds, ... analyzing proposed product requirements and product development programs; preparing return-on- investment analyses; establishing time schedules with development and service… more
- Scotiabank (Dallas, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...the GBM&T Audit strategy and strategic projects for a portfolio of Business Line and Corporate & Support functions.… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...they are maintained and adhered to in the assigned portfolio . Along with the MD & US CISO the… more
- Scotiabank (Houston, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...closing of transactions. + Works on maintaining the existing portfolio by handling clients' requests related to the warehouse… more
- Scotiabank (Houston, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...of annual industry reviews + Perform monitoring of credit portfolio + Work closely with credit officers to learn… more