- Citizens (Shelton, CT)
- …data quality, and mentoring junior team members. This role will partner closely with Private Bank (PB) business teams, Wealth data teams, data engineering, and ... Description JOB DESCRIPTION The Principal Data Analytics & Intelligence Specialist- Private Banking will be responsible for leading and guiding complex data… more
- JPMorgan Chase (Plano, TX)
- …services, fund managers, and agent banks, to ensure seamless operations and exceptional client service. Job responsibilities: + Manage Bank Loans operations team ... external parties, including but not limited to, fund accounting, client services, fund managers, as well as agent banks....Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity funds, etc.)… more
- Bank of America (Jacksonville, FL)
- …supervision of client trades and fund level reporting for Hedge and Private Equity Funds. The team also reviews Client documents for subscriptions, tenders, ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Transaction-Management-Ops-Analyst Alternative-Investments-Trading Operations\_25045194) **Job Description:** At Bank of America, we are guided by a common… more
- First Horizon Bank (Charlotte, NC)
- …treasury management sales, and joint calls on clients for cross sell and client retention and prospects as needed. + Build general knowledge of Treasury Management ... Treasury Management training sessions and product updates for relationship managers and client support personnel. + Regularly manage and update sales activities and… more
- Wellington (Boston, MA)
- …responsibilities for our $5 billion bank loan book of business, including dedicated bank loan client portfolios, CLO collateral pools, a 40 Act mutual fund, ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more
- Bank of America (Tampa, FL)
- …The Healthcare, Education and Not-For-Profit Group ("HENFP") is part of the Global Commercial Bank . HENFP is unique in that our client teams are dedicated to ... * Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems. * Securities Industry Essentials (SIE),… more
- Bank of America (Los Angeles, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to… more
- First Horizon Bank (Houston, TX)
- …market region of a complex nature. **Essential Duties and Responsibilities:** + Maintains a client portfolio for the bank + Expand existing client ... revenue for the bank + Develop new client relationships which generate acceptable returns for the ...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management,… more
- Bank of America (New York, NY)
- …business-focused way. A centralized brokerage team to provide dedicated brokerage services to Private Bank clients who don't have or require a relationship with ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Indianapolis, IN)
- …The Healthcare, Education and Not-For-Profit Group ("HENFP") is part of the Global Commercial Bank . HENFP is unique in that our client teams are dedicated to ... + Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE),… more