- Lincoln Financial (Fort Wayne, IN)
- …**Requisition #:** 75183 **The Role at a Glance** We're looking for an experienced Senior Analyst to join our Funds Management team. You'll lead efforts to ... processes and ensure the accuracy and integrity of performance and funds management reporting for our investment products, while driving technical improvements.… more
- City National Bank (Las Vegas, NV)
- …regulations, state tax laws, income taxation with respect to trust investment management principles. * Trust Certification (CTFA) is desired. * Proficient ... necessary desirable fee schedules and charges for trust and investment services. * Ensure all tax liabilities...private * bankers, team leaders on trust * and investment management sales related issues, processes and… more
- Greenbacker Capital (New York, NY)
- About Greenbacker Capital Greenbacker Capital is a leading renewable energy investment firm dedicated to accelerating the transition to a sustainable future. The ... deploying equity into new acquisitions and arranging project-level debt and tax equity financing. This includes leading commercial diligence, performing financial… more
- Truist (Atlanta, GA)
- …lines of business including commercial banking, commercial real estate, corporate & investment banking, and wealth management 7. Ability to influence, partner, ... description:** This role will report to the Wholesale Business Management Lead and provide dedicated, aligned support to one...of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth, etc.). The LOB Strategic Execution and… more
- Principal Financial Group (Des Moines, IA)
- …customers. Collaborate with a wide range of team members, from fellow interns to senior management , in an Agile, purpose-led environment. Each intern is assigned ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)** ** Investment Code of Ethics** For Principal Asset… more
- Commerce Bank (Kansas City, MO)
- …provider of wealth management services including financial planning, estate and tax planning, investment management , private banking and trust ... + Understanding of various types of accounts and investment management + Advanced presentation skills along...compensation range is for the Portfolio Manager III & Senior - CTC job and contemplates a wide range… more
- CIBC (Chicago, IL)
- …Execute strategic asset allocation changes, rebalance portfolios, and implement investment recommendations in collaboration with Senior Relationship Manager. ... be doing** As a **Wealth Advisor** in CIBC Wealth Management 's Chicago office, you will play a key role...you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and… more
- Neuberger Berman (New York, NY)
- …decisions. In addition, this role will provide a high level of direct interaction with senior personnel on both the investment and non- investment teams of ... Gather and analyze information from fund managers and specialty lenders during the investment decision-making process via meetings held with senior members of… more
- City National Bank (Houston, TX)
- …IS THE OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent ... portfolio analysis and proposal process (Galaxy Software). Assist the Senior Investment Consultant in developing a network...FAs and CPAs motivating them to meet with CNR's investment management team and learn about our… more
- FM (Waltham, MA)
- …VP, External Investment Management , Portfolio Managers (PM's), Chief Investment Officer (CIO), and other senior Investments leaders and staff, focusing ... will require the individual to work with our external investment management partners. This role will work...Experience collaborating with other internal stakeholders and partners - investment accounting, legal, tax and other departments… more