- Fidelity TalentSource LLC (Boston, MA)
- …allocation strategies, custom solutions and target date funds. The Value You DeliverThe Institutional Portfolio Manager (IPM) will play an integral role ... in addressing institutional client needs through a solutions-based approach....solutions-based approach. As the external facing member of the portfolio management team, the IPM will primarily interact with… more
- Fidelity TalentSource LLC (Boston, MA)
- …product structure selection and design, pricing, market and competitive positioning, client portfolio positioning and articulation of investment cases for ... in the new crypto asset class.Deep understanding of retail, intermediary, and institutional distribution channels and their specific client needs and competitor… more
- Fidelity TalentSource LLC (Boston, MA)
- …vehicles.Understanding of institutional distribution channels and their specific institutional client needs.Strong educational credentials: CFA, MBA or ... team is responsible for the strategic design, active capital allocation, and underlying manager selection decisions for the portfolio , based on each clients… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …lending appetite and providing continuous analysis of the risks inherent in each client s portfolio and investment strategy. \u00A0Portfolios are analyzed and ... from potential losses from margin lending and trading activities of both institutional and retail customers of Fidelity Investments.\u00A0 The team is responsible… more
- Fidelity TalentSource LLC (Boston, MA)
- …a Senior Vice President, Alternatives Business Development role in Fidelity s Institutional Client Group (ICG) organization.\u00A0 ICG is the institutional ... you have a track record of success and established relationships with institutional investors and allocators including pension funds, endowments, and RIAs to drive… more
- WSFS Bank (Wilmington, DE)
- …provide leadership to an integrated group of Wealth Professionals (Wealth Advisors, Portfolio Manager , Relationship Managers, et al.), including training, skill ... is responsible for the team's overall performance with ultimate accountability for sales, client experience, and people development for the teamThe incumbent will… more
- Fidelity TalentSource LLC (Boston, MA)
- …manager \u201Cfund-of-funds.\u201D\u00A0 You will lead meetings with external portfolio managers to discuss their investment process and strategy ... provides investment management services to clients through Fidelity s retail and institutional distribution channels. For more than 25 years, SAI has specialized in… more
- Fidelity TalentSource LLC (Boston, MA)
- …Office team handles all aspects of support for Fidelity s hedge fund investment manager client base. This includes trade processing, client service, and ... Involvement in the testing and implementation of such products.Responsible for daily portfolio accounting data to ensure accurate client reportingWorking with … more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …appetite and providing continuous analysis of the risks inherent in each client 's portfolio and investment strategy. Portfolios are analyzed and evaluated ... from the margin lending and trading activities of both institutional and retail customers of Fidelity Investments. The team...deep dive analysis of the larger and more complex client portfolios. Help lead regular presentations and discussions of… more
- Children's Aid (Manhattan, NY)
- Manager , Institutional Giving 6/12/24Full Time--Manhattan Job ID: 007107 Description: Executive Headquarters (117 West 124th St) $65,000 - $75,000 **Position ... overlapping challenges, post-pandemic. We seek a dedicated grant writer to join the Institutional Giving team and ensure the agency has the resources it needs to… more
- US Bank (Richmond, VA)
- …centers of influence within an assigned geographic territory. Will work closely with portfolio managers, client service staff, marketing and product teams to ... for assigned SMA book of business. Works closely with client service and portfolio management team to...portfolio management, sales, marketing, or relationship management with institutional clients - FINRA series 7 and 63 licensed… more
- PNC (CA)
- …diverse book of business with varying account types. + Delivers the full breadth of Institutional client services in order to grow the Institutional Asset ... locations. In this role, you will oversee a diverse portfolio of employee retirement and pension plans where PNC...services as sales opportunities. Cultivates a referral network through client relationships. + Works with Institutional Asset… more
- Amalgamated Bank (New York, NY)
- The Institutional Business Development Officer will report directly to the Trust Revenue Officer and has accountability for Business Development for Investment ... Management and Institutional Custody. Primary responsibilities include driving new business with...for meeting revenue and profitability targets by on-boarding new client relationships across a diverse product set designed to… more
- Neuberger Berman (New York, NY)
- …account related data across the platform + Coordinate and manage monthly client investment and administrative review process ( Institutional Administrative and ... business owner of process + Active involvement in asset allocation and portfolio rebalance process through assisting Institutional Fiduciary Officers and… more
- Citigroup (New York, NY)
- …first line of defense Underwriting (Credit Officer CO designation) including assessment of portfolio risk, liquidity of client positions, and credit limits, as ... **Citi Commercial Bank - Institutional Credit Management Counterparty Credit Risk - Funds...appropriately represented in the closing documents + Conduct periodic client calls on all portfolio clients and… more
- PNC (Louisville, KY)
- …opportunity to contribute to the company's success. As a Corporate & Institutional Banking Undergraduate Intern within PNC's Tax Credit Solutions organization, you ... with real-world job experience. Tax Credit Solutions falls under PNC's Corporate & Institutional Banking (C&IB) Division. PNC is one of the largest US banks with… more
- PNC (Atlanta, GA)
- …opportunity to contribute to the company's success. As a Corporate & Institutional Banking Undergraduate Intern within PNC's Real Estate Banking organization, you ... PNC Real Estate. PNC Real Estate, a part of PNC's Corporate & Institutional Banking (C&IB) Division, has a national presence with approximately 1,000 employees in… more
- HD Supply (Sacramento, CA)
- …exceed total sales and margin plan using a company designated customer relationship manager tool. + Focuses on new account opportunities by utilizing effective cold ... and a deep understanding of specialized services to effectively cater to client accounts. + Utilizes Salesforce reporting and data analysis to identify opportunities… more
- HD Supply (Tulsa, OK)
- …exceed total sales and margin plan using a company designated customer relationship manager tool. + Focuses on new account opportunities by utilizing effective cold ... and a deep understanding of specialized services to effectively cater to client accounts. + Utilizes Salesforce reporting and data analysis to identify opportunities… more
- PNC (Baltimore, MD)
- …to the company's success. As an Investment Advisor II within PNC's Institutional Asset Management organization, you will be based in Baltimore, MD. Reporting ... to the Institutional Asset Management Market Leader, you will deliver OCIO...strategic and tactical changes in allocation based on each client 's unique needs, and supporting the development of new… more
