- BlackRock (New York, NY)
- …this role** The Global Partners Office (GPO) is a newly formed client business group responsible for helping BlackRock deliver differentiated capital and strategic ... creatively with fewer providers. GPO partners cross-functionally to drive client strategy, coordination, and execution of cross-functional partnerships globally for… more
- KeyBank (Cleveland, OH)
- …him or her to drive and influence fact-based decision making with senior leadership across different lines of business. They are comfortable navigating, partnering ... and Product Management to support pricing new business, including creating client proforma and ensuring pricing deliverables balance acquisition and pricing… more
- Truist (Atlanta, GA)
- …of America) **Please review the following job description:** Responsible for providing client coverage banking services to corporate clients, to include corporate ... finance , capital markets, and treasury and payment solutions, designated...large cap-sized private and public companies. Expertise in maximizing client engagement and delivering Truist's full suite of products… more
- US Bank (Charlotte, NC)
- …classes capabilities and fixed-income analytics. + Model and reverse-engineer structured- finance transactions, often while interacting with accounting firms or ... + Engage in market analysis, data aggregation, and creation of presentations for senior management, sales, and issuers. + Prepare term sheets and ensure the deal… more
- Truist (Mclean, VA)
- …of contact in managing assigned portfolio. (May include site visit and/or visit with client management team) + Continues to support Senior Portfolio Managers and ... clients and prospects. Takes ownership of projects in coordination with assigned senior Credit Delivery leader and mentors more junior teammates. Performs prudent… more
- BMO Financial Group (Chicago, IL)
- …("IR") and Foreign Exchange ("FX") needs. The team provides transactions to facilitate client requests along with identifying client needs and offering bespoke ... fast-paced environment. + Acts as the point person supporting senior leaders and marketers in the form of pitch...to both internal and external stakeholders for an outstanding client experience. + Uses good judgement, speaks up with… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- Description Overview: The Senior Financial Planning Associate will work closely with advisors to support clients' wealth management and financial planning needs. ... in preparing monthly and quarterly performance reports. + Monitor and update client investment asset allocations. + Conduct research and due diligence on investment… more
- SMBC (Charlotte, NC)
- …of financial services, including banking, leasing, securities, credit cards, and consumer finance . The Group has more than 130 offices and 80,000 employees worldwide ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Neuberger Berman (New York, NY)
- …manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies-including equity, ... In addition, this role will provide a high level of direct interaction with senior personnel on both the investment and non-investment teams of the firm. The role's… more
- KeyBank (Cleveland, OH)
- …and information flow. Works closely with field Portfolio Managers and more senior members of the Investment Management team to implement fixed income strategy ... relationships and trust with Portfolio Manager's in the field, senior management and broker dealers. * Operates with a...independently and as part of a team. * Evaluates client goals and objectives, contributes to team development of… more