- City National Bank (New York, NY)
- …and internal clients consistent with the CNB culture of relationship management . They assist in keeping their manager/team informed, with scheduling, reports, ... phone line * Ordering/tracking of firm catering orders for client and executive meetings * Processing T&E of executive... and executive meetings * Processing T&E of executive management team as requested * Forwarding mail, fax, email,… more
- BlackRock (Wilmington, DE)
- …analytics, marketing, business and change management . **Team Overview** **Whole Portfolio Servicing (WPS) sits within the Client Experience Delivery ... Portfolio and Wealth clients & products, respectively + ** Client Experience Operations -** core client operations...delivering superior Client Experience **Experience** + Proven client management skills and service philosophy +… more
- LA Care Health Plan (Los Angeles, CA)
- …Manager III Job Category: Administrative, HR, Business Professionals Department: Enterprise Portfolio Management Office Location: Los Angeles, CA, US, 90017 ... required to achieve that purpose. Job Summary The enterprise Portfolio Management Office (ePMO) is accountable for...Experience Required: At least 6-8 years of relevant Program Management , Health Care Administration, Research OR Clinical… more
- JPMorgan Chase (Columbus, OH)
- …and skills** + CFA designation and/or a postgraduate degree + Experience with portfolio management tools such as Bloomberg, Yield Book, Intex, InvestorTools ... & Commodities (GFICC) group has over $180 billion in fixed income assets under management . The client base consists of Institutional, Private Bank, High Net… more
- Zions Bancorporation (Walnut Creek, CA)
- …field and 10+ years experience in commercial lending, credit, loan structuring, portfolio management and banking or other directly related experience. Managerial ... may meet requirements. + Requires an extensive in-depth knowledge of loans, portfolio management , credit analysis, underwriting, structuring, loan processing and… more
- Zions Bancorporation (Las Vegas, NV)
- …Las Vegas, NV and reports up to the Director of Investment Management . The Portfolio Manager (PM) role is 30-40% client facing and works closely with other ... bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team....market trends, and analyzing securities. + Works closely with client relationship managers and other wealth management … more
- JPMorgan Chase (Columbus, OH)
- **Job Title: Portfolio Management Group (PMG) Associate** **Position Description:** The Portfolio Management Group (PMG) at JP Morgan is seeking a ... US Wealth Management . **Roles and Responsibilities:** + **Investment Implementation Portfolio Management :** + Monitor, invest, manage, and trade both… more
- JPMorgan Chase (Plano, TX)
- …Identify, recommend, and assist in developing frameworks and solutions to optimize portfolio risk management and enhance decision-making processes. + Contribute ... Engineering, Finance, or Economics. + Minimum 5 years of experience in risk management , stress testing, or portfolio analytics within a financial institution. +… more
- BlackRock (San Francisco, CA)
- …and investment success. They are seasoned investment professionals embedded in our portfolio management teams, playing a central role in facilitating ... investing, excellent written and oral communication skills, and a passion for client service.** **Business Unit Overview** Our Product Strategists are a critical… more
- JPMorgan Chase (New York, NY)
- …that has firmwide impact. **Job responsibilities:** + Own the AI in Operations portfolio management process end to end including the intake process, ... and metrics and reporting + Advance and mature the portfolio management process including driving the future...initiatives + Develop deep, trust-based advisor relationships with key client stakeholders in management and the Lines… more