- UMB Bank (Dubuque, IA)
- …The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager , Trust Advisor and Service Administrator to build the wealth ... planning goals and objectives. + Deliver wealth, financial planning, insurance, investment , and estate planning advice to clients, leveraging financial planners,… more
- JPMorgan Chase (Jersey City, NJ)
- …strategic thinking skills, and operational excellence across product lines. As a Product Portfolio Operations Manager in Consumer Bank, you are a foundational ... & Engagement Lead for the Consumer Bank agile product portfolio , you will play a key role in supporting...a key role in supporting the alignment of product investments and roadmaps to Consumer Bank Strategic Objectives. You… more
- BlackRock (Princeton, NJ)
- …BlackRock US Municipals Group** The Municipal Fixed Income business within BlackRock's Portfolio Management Group is a leading manager of municipal securities, ... preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and… more
- Neuberger Berman (New York, NY)
- …Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager experience through cutting-edge technology. **Responsibilities:** + ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $558… more
- Oracle (Austin, TX)
- …intake, design, build, testing and deployment. + Works closely with management - Portfolio Manager and the roles within the pods (eg, Business Analyst, ... of the Customer organization. + Understanding of CSS Service Portfolio (Cloud and On-prem). **Technical and Professional Skills:** +...Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:… more
- UMB Bank (Milwaukee, WI)
- …exceptions to ensure transactions are accurately reflected by collaborating with the advisor/ portfolio manager or trader. + Analyze security pricing exceptions ... a Bachelor's Degree in one of the following Accounting, Finance, Investment Banking, Economics, or International Business **Compensation Range:** $43,000.00 -… more
- UMB Bank (Milwaukee, WI)
- …exceptions to ensure transactions are accurately reflected by collaborating with the advisor/ portfolio manager or trader. + Analyze security pricing exceptions ... _:_ + Bachelor's Degree in one of the following Accounting, Finance, Investment Banking, Economics, or International Business + Four (4) years external Funding… more
- Microsoft Corporation (Redmond, WA)
- …discretionary investments budget, we oversee an extensive strategic deals portfolio , and we lead investment strategy across a multi-billion-dollar incentive ... Design Manufacturers (ODM), and Silicon providers. As a Senior Investment Manager , you will be part of...investments to secure the most competitive Windows product portfolio : + Build business case with supporting data to… more
- AIG (Parsippany, NJ)
- …AIG's financial statements as well as all related external reporting for investments (10Q/K, Financial Supplement, STAT Audited Financials, Investment NAIC ... and management of the risks, controls and AIG audit as it relates to investments and supporting Investment FP&A. Responsibilities + Execute and manage accounting… more
- Wells Fargo (Beverly Hills, CA)
- …advisors to proactively source new lending opportunities and expand the business's portfolio . The manager is responsible for preparing and presenting proposals ... Wealth & Investment Management (WIM) is one of the United...& Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services. **About this role:** Wells… more