- KeyBank (Portland, ME)
- …degree in a business-related field. + 10 years' experience in the investment management field. + Excellent interpersonal and communications skills (both ... Portland, Maine 04101 **JOB BRIEF (PURPOSE)** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs… more
- HUB International (Traverse City, MI)
- …special relationships with carriers, and enthusiasm for boating. **About the Role:** **PCG ( Private Client Group) Account Manager :** The PCG Account Manager ... their businesses. Specialty Program Group offers access to capital and investment , deep carrier relationships, creative thinking, product development and broad… more
- Neuberger Berman (New York, NY)
- …(https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . ... and highly engaging process. + Serve as the business owner for internal Private Wealth applications (CRM, OMS, document management , asset movement, etc.),… more
- Neuberger Berman (New York, NY)
- …(https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . ... on experience developing data solutions + Experience in financial services or investment research is highly desirable; familiarity with private markets workflows… more
- Neuberger Berman (New York, NY)
- …(https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . ... Control & Governance - Private Wealth** **Location:** New York, NY **Department:** Private Wealth Management (PWM) **Reports to:** Head of Private Wealth… more
- JPMorgan Chase (Chicago, IL)
- JPMorgan Asset Management is a worldwide leading investment manager of choice for institutions, financial intermediaries and individual investors. With a ... a broad range of core and alternative strategies, and investment professionals operating in every major world market, we...**Job Description** As a PWA ICA within JPMorgan Asset Management , you will partner with an external Private… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of general securities industry including both public and private investment products + Enterprise securities risk management practices including volume, ... and owner of the securities backed loan portfolio risk management and monitoring process + Manages and develops junior...manipulate portfolio data and create reports used in senior management meetings + Review daily collateral calls and may… more
- CIBC (Newport Beach, CA)
- …relationship, serving as a trusted advisor, while surrounding the relationship with specialists ( Private Banker, Investment Manager and Trust Advisor). + ... Banking Advisor's primary purpose is identifying, cultivating and introducing new private wealth management relationships with high-net-worth individuals, family… more
- Insight Global (Greenwich, CT)
- …and Treasury. **ABOUT OUR CLIENT** Our client is a leading global alternative investment manager with a strong reputation for innovation, performance, and scale. ... with various internal teams to support Our Client's flagship Private Equity Funds and other investment vehicles....- around 70% preparation and 30% review. - Calculate management and other fees for private equity-style… more
- KeyBank (Pepper Pike, OH)
- …and to enhance the Community Bank's image. + May advise a portfolio of Investment Management and Trust clients. Fosters a culture of accountability by ... appropriate actionsWorks with each market's District President and Sales Manager to ensure that the investment teams...business-related field. + 10 years of experience in the investment management field. + Excellent interpersonal and… more