- OceanFirst Bank (Philadelphia, PA)
- …portfolio mix, concentration and exposure limits, risk philosophy. Ability to understand client industry and it's fit into portfolio parameters. + Thorough ... policy and apply same to the management of the portfolio . + Knowledge and understanding of qualitative portfolio...necessary. + Ability to establish and maintain professional internal partner and external client relationships. + Ability… more
- Bloomberg (San Francisco, CA)
- …Reconciliation. PORT Enterprise implementations require detailed project plan creation, regular partner meetings and in-person client training. Individuals on ... Portfolio & Risk Analytics Implementation Specialist, Enterprise Services,...Financial Solutions Location San Francisco Business Area Sales and Client Service Ref # 10046378 **Description & Requirements** Bloomberg… more
- Wells Fargo (Chicago, IL)
- …talent. It all begins with you. Wells Fargo is seeking a Credit Product Portfolio Specialist in our Capital Finance group as part of Wells Fargo Commercial Bank ... support to review and analyze low to moderately complex client portfolios for key issues related to cash flow,...in the function, policies, procedures, and compliance requirements + Partner with senior peers within the context of individual… more
- JPMorgan Chase (Newark, DE)
- …by Portfolio Construction + Relationship management with internal clients ( client facing teams) and work with various internal partners to complete business ... **Description** The Portfolio Management Group (PMG) is the implementation engine...across managed account business including the following: + Monitoring client activity such as: new account initial investing and… more
- Kyndryl (Annapolis, MD)
- …to be fully vaccinated against COVID-19, however, if you are hired to work at a client , customer, or partner location, you may be required to show proof of ... our customers and our communities. **The Role** As the **Data and AI Portfolio Director** at Kyndryl, you will lead the governance, oversight, and value realization… more
- Wellington (Boston, MA)
- …Within our Leveraged Credit team, we are seeking an experienced Fixed Income Portfolio Manager (Bank Loans) in our Boston office to take on portfolio ... bank loan book of business, including dedicated bank loan client portfolios, CLO collateral pools, a 40 Act mutual...bank loan portfolios with a conservative, bottom-up style. The portfolio manager will also work within our broader Leveraged… more
- Vanguard (Malvern, PA)
- Municipal Index Fixed Income Portfolio Manager The Vanguard Municipal Index team plays a critical role in overseeing a suite of municipal bond index funds, ... This role will serve as a senior member of the team with portfolio management and analysis responsibilities for Vanguard's growing suite of municipal index ETF's.… more
- Cushman & Wakefield (Temple Terrace, FL)
- …and recommend solutions + Assist or oversee special projects as requested by the client or leadership + Partner with the manager and transition team to ... **Job Title** Sr. Portfolio Administration Coordinator **Job Description Summary** Responsible for...file retrieval/storage, scan documents, and open/distribute mail + Review client invoices in conjunction with lease requirements and collect… more
- Cushman & Wakefield (Charlotte, NC)
- …and recommend solutions . Assist or oversee special projects as requested by the client or leadership . Partner with the manager and transition team to ... **Job Title** Lease Admin Sr. Portfolio Admin **Job Description Summary** Responsible for reviewing...file retrieval/storage, scan documents, and open/distribute mail . Review client invoices in conjunction with lease requirements and collect… more
- Cushman & Wakefield (St. Louis, MO)
- …and recommend solutions * Assist or oversee special projects as requested by the client or leadership * Partner with the manager and transition team to ... **Job Title** Portfolio Administration Coordinator **Job Description Summary** Responsible for...file retrieval/storage, scan documents, and open/distribute mail * Review client invoices in conjunction with lease requirements and collect… more