- PrincePerelson & Associates (Salt Lake City, UT)
- …tax strategy, and legacy planning. **What You'll Do:** + Lead new client acquisition through your network, COIs, and partnerships with advisors, CPAs, and ... + Serve as the primary relationship lead for a portfolio of sophisticated clients + Collaborate with internal experts...design bespoke wealth strategies + Represent the firm at client , referral, and industry events **Who We're Looking For:**… more
- Vanguard (Malvern, PA)
- …aligned with investor needs across channels and markets. + Develop new solutions: Partner with business units to design innovative portfolio solutions, including ... Shape the next generation of portfolio solutions. Vanguard's Model Portfolio Solutions...investment engine, where your expertise will help bring innovative, client -focused solutions-from core model portfolios to custom glide paths… more
- IQVIA (New York, NY)
- **Manager, Corporate & Portfolio Strategy** **Team Overview** IQVIA Consulting Services has always been a key organization within IQVIA, providing clients with a ... IQVIA Consulting NA employs over 300 team members who partner with our life sciences and healthcare clients around...solution areas or "Centers of Excellence". Our Corporate & Portfolio Strategy (C&PS) CoE helps clients with their key… more
- UMB Bank (St. Louis, MO)
- … portfolio of existing loans. + Perform credit underwriting duties for existing client relationships for assigned portfolio , which may include but are not ... The Portfolio Manager II - Real Estate Group role...highlights of the role will include the following: + Partner with Relationship Managers to effectively lead the oversight… more
- BlackRock (San Francisco, CA)
- …to deliver One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is an Associate/VP eligible role in US Wealth ... model portfolios. + Consult with top advisory teams on improving their portfolio construction process, helping them create new models, improve existing models and… more
- M&T Bank (Boston, MA)
- … portfolio management. **Primary Responsibilities:** + Focus on transaction execution and portfolio management and will partner with senior team members on ... M&T Bank. This position involves analyzing financial statements, monitoring loan portfolio , and ensuring compliance with credit policies and regulatory requirements.… more
- Jacobs (Atlanta, GA)
- …integration projects with key municipal clients throughout the Southeast. As a Project/ Portfolio Manager, you will need to understand client organizations and ... We're looking for an experienced and collaborative Senior I&C Project/ Portfolio Manager who will build strategic business partnerships and deliver Instrumentation… more
- BMO Financial Group (Chicago, IL)
- …in tracking and reporting on key risk indicators and trends across the portfolio . **Operational Efficiency & Client Service:** + Provide timely and accurate ... This role supports the Standalone Products Corporate Card and ACH portfolio by facilitating document collection, anti-money laundering / know your customer (AML/KYC)… more
- Capital One (Mclean, VA)
- Analyst, Specialty Underwriting and Portfolio Management - FIG The Financial Institutions Group (FIG) has an opening for an Analyst to join our growing Underwriting ... and Portfolio Management organization. The Analysts monitor, analyze and report...relationships across functions and businesses to foster collaboration between partner groups + Complete annual reviews and non-material modifications… more
- Microsoft Corporation (Atlanta, GA)
- …activities-including planning, design, build/lease, operation, and maintenance-for Microsoft's Southeast portfolio . You will partner with internal and external ... that manages real estate and facilities operations across a diverse regional portfolio . This group ensures that workplace environments support business needs through… more