- JPMorgan Chase (Brooklyn, NY)
- The Corporate Investment Banking - Client Service Analyst is a part of the broader Security Services Custody Client Operations team responsible for ensuring ... bank loans for large institutional clients. As a Client Service Analyst within the Security Services Custody...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Wellington (Needham, AL)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...CI/CD patterns for other teams and maintains the core services used by all teams on the platform. We… more
- City National Bank (New York, NY)
- …* Minimum 7 years of compliance, regulatory compliance with respect to registered investment adviser products and services . * Minimum 5 years of financial ... as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange… more
- Principal Financial Group (Seattle, WA)
- …in asset management distribution if you are interested in financial markets, investment capabilities and engaging with others in a collaborative environment. The ... to retain clients and grow assets under management across investment capabilities, from equity to fixed income to private...**we are** + Operating at the intersection of financial services and technology, Principal builds financial tools that help… more
- Neuberger Berman (New York, NY)
- …a deep passion for consumer investing, whether that's in consumer brands or consumer services , and be eager to hone their investment analysis and transaction ... investing and a deep understanding of consumer brands and services . Marquee Brands sits within Neuberger Berman, a 75...sits within Neuberger Berman, a 75 year old global investment firm with $515bn of AUM, including $140bn within… more
- CIBC (Boston, MA)
- …**Weekly Hours** 40 **Skills** Analytical Thinking, Cash Flow Analysis, Client Service , Customer Experience (CX), Investment Portfolios, Post-Sales Support, ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a **Client Service Associate (CSA)** , you'll play a key role in supporting… more
- Aegon Asset Management (OH)
- …Job Description Responsibilities + Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers. Bring ... a century ago, we were among the first financial services companies in America to serve everyday people from...newer products. Submit conversion approval requests. Analyze client's current service agreement and investment contract to the… more
- Regions Bank (Hoover, AL)
- …+ Demonstrates solid knowledge and understanding of Regions' products and services , including retirement, investment management, and charitable giving + ... developments in the trust industry to ensure prudent administration and investment management + Understands unique, complex trust agreements and appropriately… more
- Lincoln Financial (Radnor, PA)
- …team. You will act as a key resource regarding quantitative research, investment analytics, and risk management to internal/external stakeholders. You will generate ... investment portfolio analytics and enhance investment and...including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of expertise and… more
- Wellington (Boston, MA)
- …the investment management industry (including consulting, independent audit, or investment management service provider experience) and direct experience with ... years of progressive experience in operational or enterprise risk management within investment management or related financial services . + Demonstrated expertise… more