- Neuberger Berman (New York, NY)
- …inquiries, fees, online access, etc + Initiate new account opening process through centralized Private Client Services Team + Act as a liaison between Wealth ... Equity Capital Call and Distribution notices and confirm internal systems accurately reflect Private Equity activity + Support client requests for statements and… more
- PNC (Pittsburgh, PA)
- …and strategies for individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, ... success. As a Summer Intern within PNC's Asset Management Group organization, you will be based throughout PNC's footprint.... (AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with… more
- JPMorgan Chase (New York, NY)
- …family investment firms and their portfolio companies, and to provide this important client group the same consistent and focused coverage that is provided ... Investment Bank, which covers additional financial firms such as Private Equity, Infrastructure, Pension Fund and Sovereign Wealth Funds....play a central role within the IB Family Coverage Group in all aspects of client coverage… more
- Neuberger Berman (New York, NY)
- **About Neuberger Berman Group , LLC** **Neuberger Berman,** founded in 1939, is a private , independent, employee-owned investment manager with c. $508 billion in ... range of strategies, including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds, on behalf of institutions,… more
- Scotiabank (New York, NY)
- …Scotiabank's Global Banking & Markets division. DPG is part of Origination team, which is a Private Side Group . A VP in DPG is a Coverage Officer responsible for ... Associate Director (Vice President) Risk Solutions Group , Global Banking & Markets **Requisition ID:** 234619...primary client coverage, marketing, structuring, and pricing various fixed income… more
- BMO Financial Group (Winter Park, FL)
- …is responsible for facilitating growth initiatives for the Asset Based Lending group through significant business development and excellent management of key ... client relationships throughout the Southeastern United States with specific...referral sources such as investment banks (ie debt advisors), private equity sponsors (who tend to focus on Asset… more
- SMBC (New York, NY)
- …on optimal capital structure, balance sheet optimization and raising debt in the public/ private markets + Assist the team with client relationships to develop ... SMBC Group is a top-tier global financial group...corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive… more
- BMO Financial Group (West Palm Beach, FL)
- …business proposals or presentations to clients/prospects based upon their needs. + Assist Private Wealth Advisors in market research of client and prospects + ... the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned… more
- WTW (New York, NY)
- …I&D initiatives, group presentations, and a formal performance review process. ** Client Advocacy Personal Lines Overview** Personal Lines Private Client ... to manage their risk as we see fit. A role with Personal Lines Private Client team is suited for individuals who have excellent verbal and written communication… more
- BMO Financial Group (New York, NY)
- …Responsibilities:** + Revenue generation through delivery of FX and/or IR solutions to BMO's Private Equity Fund client base + Track and analyze key sales ... dynamic team with a proven track record in servicing ** private equity funds** level hedging needs. In this role,...and seek to expand our offering to a broader client base. This role is client facing… more