- Citigroup (Jersey City, NJ)
- The Asset Servicing Lead Analyst is a seasoned individual contributor professional role. A strategic professional who stays abreast of developments ... Corporate Action or Proxy events + Demonstrates ability to lead projects or offer solutions at an advanced level...+ Recommends and implements systems and procedural enhancements for Asset Servicing + Liaises with internal and… more
- JPMorgan Chase (Chicago, IL)
- Join a dynamic team of Loan Servicing Analyst , providing high-level Client Service operational support. **Job Sumary:** As a Loan Servicing Analyst ... process payments by phone. + Thoroughly research accounts, documentation and complete servicing forms needed to fulfill client requests. + Demonstrate exemplary team… more
- M&T Bank (Getzville, NY)
- …Center. Also leads and/or participates in projects within Mortgage Default Servicing and represents these areas in cross-functional, visible projects involving ... business partners outside of Customer Asset Management. **Primary Responsibilities:** + Completes call center quality...audits, user certifications and compliance testing for CAM. + Lead and participate in planning, testing and implementing new… more
- JPMorgan Chase (Jersey City, NJ)
- …instruction capture, transaction processing, settlements, books and records accounting, asset servicing , regulatory requirements, and client reporting) + ... success through expertise in data analytics and technical program delivery. As a Lead Solutions Analyst in Corporate & Investment Bank in Securities Services,… more
- MetLife (Fresno, CA)
- …mortgage investment sourcing and servicing , as well as portfolio management. The analyst may lead or support property and market analyses, assist on the ... evaluate specific servicing actions requiring elevated levels of approval. The analyst will also gain exposure to agricultural credit underwriting, asset and… more
- Citigroup (Getzville, NY)
- …execution capabilities spanning product aligned Middle Office groups, Settlements, Margin, Asset Servicing , Listed Derivative & Commodities Operations. We ... background combined with a good understanding of operational processes and will lead Markets Operations' engagement with the Finance department and at firm-wide… more
- Wellington (Boston, MA)
- …daily operations activities at external service providers to ensure timely and accurate asset servicing on internal and third-party platforms. This will include ... research and span the global capital markets, including equity, fixed income, multi- asset , and alternative strategies. As a private partnership whose sole business… more
- Morgan Stanley (Pepper Pike, OH)
- *POSITION SUMMARY:* The Wealth Management Analyst /Associate is often the first point of contact with clients on a broad array of services related to account ... servicing , financial plans and investment portfolios. Under the direction...accurately to client questions and concerns. The Wealth Management Analyst / Associate is an integral member of the advisory… more
- Morgan Stanley (Palo Alto, CA)
- …and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients by understanding their investment ... *POSITION SUMMARY:* The Wealth Management Analyst 's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized… more
- Citigroup (Sioux Falls, SD)
- This Middle Office Lead Analyst Role directly supports Corporate Treasury Operations/CitiMortgage Trade Operations. Successful candidate will primarily be ... Operations teams including product aligned Middle Office groups, Settlements, Margin, Asset Servicing , Listed Derivative & Commodities Operations. We support… more
- M&T Bank (Getzville, NY)
- …and/or participates in projects within one or more functional areas within Default Servicing (internally known as Customer Asset Management (CAM)) and represents ... while also representing inclusive needs for all aspects of default servicing . + Develop and produce non-routine departmental reports and spreadsheets, including… more
- MetLife (Whippany, NJ)
- …MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world, with nearly $600.8 billion in combined managed ... more than 850 dedicated professionals with extensive experience and expertise in all asset classes, with a strength in public and private fixed income and private… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to identify, research, and resolve complex problems in selling or servicing products, and overall business planning. **Essential Duties and Responsibilities** * ... to successfully develop and implement strategic plans calling for substantial asset growth. * Developing business development strategies. * Excel, including pivot… more
- Umpqua Bank (Tacoma, WA)
- …on-going training, performance reviews, coaching/development.May be required to manage and lead Credit Analyst internships for local university students. + ... business line and ensuring comprehensive analysis of all new credit requests and servicing actions, as well as adherence to bank credit quality guidelines and other… more
- Citigroup (San Francisco, CA)
- …portfolios. + Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base + In support of senior ... The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth...base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their… more