- Aegon Asset Management (Denver, CO)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Harbor Group Management (Norfolk, VA)
- …Harbor Group International (HGI) is a leading global private equity real estate investment manager with approximately $20 billion in assets under management, ... Group Management Company is a multi-billion dollar real estate investment and property management firm. As we continue to...of direct real estate and credit strategies across the risk /return spectrum. With over 40 years of industry experience… more
- JPMorgan Chase (New York, NY)
- …including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services. + Develop deep expertise ... enhancement of JP Morgan Advisors (JPMA) Advisory Programs, including Portfolio Manager (PM), Portfolio Advisor (PA), Customized Bond Portfolios (CBP), JPMorgan Core… more
- PNC (Austin, TX)
- …Public Finance organization will be a producing banker and also help to lead investment banking efforts for PNC's Capital Markets in Texas. This is a player/coach ... revenue goals. Preferred qualifications include: -High performing, experienced public finance investment banker with a proven track record of proactive calling and… more
- KeyBank (Brooklyn, OH)
- …(CA) is accountable to assist a Senior Institutional Advisor (SIA)/Relationship Manager (RM), and other SIA/RM, as needed within the Institutional Advisors ... and client issues/resolution involving the following: trust/custody, benefit disbursements, investment management, and commercial bank account services/activities, as well… more
- Bank of America (Ocala, FL)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and...least one year experience in the investments industry, including investment training and in-depth knowledge of investment … more
- JPMorgan Chase (New York, NY)
- …$12 billion in assets in fund of hedge funds, private credit and multi- manager customized portfolios you will be an Alternative Operations Associate with strong ... FX) + Work closely with portfolio management team and risk on the finalization of trades/executions + Daily Interaction...Interaction with Compliance and Legal on all aspects of investment documentation + Daily cash and trade reconciliation +… more
- Bank of America (Pennington, NJ)
- …by identifying broader product and service solutions that meet their investment and savings needs. Financial Solutions Advisors demonstrate knowledge of investments ... (required) + Minimum of 1-2+ years financial advisory or investment experience in thefinancial service industry and/or a sales...client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and… more
- Bank of America (Santa Clara, CA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and...least one year experience in the investments industry, including investment training and in-depth knowledge of investment … more
- KeyBank (Seattle, WA)
- …KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk . **Essential Functions** + Leads the delivery of fiduciary advice as part ... Team to identify and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as any other banking,… more