- Bank of America (West Hartford, CT)
- Portfolio Management Senior Associate ...of contact for clients and/or as a backup for client -facing Portfolio Managers. The PMSA will coordinate ... to make a difference. Join us! **Job Summary:** The Portfolio Management Senior Associate (PMSA)...to deliver generalist support and as part of the Client Team, actively support Portfolio Managers to… more
- Affinius Capital (San Antonio, TX)
- …visit affiniuscapital.com. **Job Description** The Associate -or- Senior Associate will support all aspects of portfolio management's analytical and ... Capital invests across the risk spectrum for a global client base, managing over $64 billion in gross assets...billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides… more
- Affinius Capital (San Antonio, TX)
- …information, visit affiniuscapital.com. **Job Description** The role of the Senior Associate is to assist the portfolio management team manage the critical ... Capital invests across the risk spectrum for a global client base, managing over $64 billion in gross assets...billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides… more
- RWE Clean Energy (Chicago, IL)
- …**Functional area:** Finance / Controlling **Remuneration:** Exempt At RWE Clean Energy, the ** Senior Associate , Portfolio Controlling i** s responsible for ... Minimum of 5 years of experience in a customer service/ client -facing role + Knowledge of renewable energy project economics...Group's Growing Green strategy to expand globally its green portfolio to more than 65 GW of installed capacity… more
- Edward Jones (Tempe, AZ)
- …customized investment solutions connecting goals outlined in client 's financial plan to portfolio strategy. **What You Will Do** The Senior Portfolio ... personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth... client -facing team that works closely with the Senior and Associate Planners (and other members… more
- JPMorgan Chase (Tempe, AZ)
- Apply today for an opportunity to join an amazing team! As a Senior Client Service Associate within Dealer Services, you will be responsible for various ... of service contact for each client within your assigned portfolio . The assigned client portfolio may be comprised of operating transactional accounts and… more
- Edward Jones (St. Louis, MO)
- …customized investment solutions connecting goals outlined in client 's financial plan to portfolio strategy **What You Will Do:** The Associate Portfolio ... 's wealth management needs. + In coordination with the senior portfolio strategists and senior ...prospective clients. *This position is known internally as an Associate Portfolio Consultant At Edward Jones, we… more
- JPMorgan Chase (Irvine, CA)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve ... located in the United States and across the globe. Client Service Senior Associates are a trusted...serve as the primary point of contact for each client assigned to your portfolio . Interact with… more
- Truist (New York, NY)
- …credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support. Supplements analysis ... portfolio . (May include site visit and/or visit with client management team) Serves as source of real estate...Data Sources (CoStar, REIS, Axiometrics). + Completion of commercial associate program or equivalent experience; or MBA in Accounting… more
- Publicis Groupe (Irving, TX)
- **Company Description** **Job Description** **How You'll Make an Impact** As a Senior Client Associate in Epsilon's Travel Vertical, you will be instrumental ... in managing and growing a portfolio of key travel accounts. You will leverage Epsilon's... satisfaction. **What You'll Achieve** In the role of Senior Client Associate for the… more
- Coldstream Wealth Management (Bellevue, WA)
- …Coldstream has a fantastic opportunity to advance your career in financial services! As a Senior Client Service Associate on one of our growing Bellevue ... Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus +...7 AM to 4 PM, Monday through Friday) Keyword: Senior Client Service Associate From:… more
- Coldstream Wealth Management (Mercer Island, WA)
- …advance your client service career in the wealth management industry? As a Senior Client Service Associate with Coldstream, you will support multiple ... Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus +...8 AM to 5 PM, Monday through Friday) Keyword: Senior Client Service Associate From:… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...more details. * Overall Purpose of Job: Support the Portfolio Management Group ("PMG") within MUFG's Global Commercial &… more
- Turner & Townsend (Tampa, FL)
- …are seeking an experienced Program Management Office (PMO) Senior Consultant or Associate Director within our Program and Portfolio Management service line. ... (https://www.turnerandtownsend.com/en/expertise/natural-resources/) sectors worldwide. Our team is dynamic, innovative and client -focused, supported by an inclusive and fun company culture.… more
- MUFG (New York, NY)
- …owned corporate borrowers. As an Associate you will be supporting senior portfolio managers in underwriting new debt transactions, follow-on financings for ... Associate who will be part of our growing Portfolio Management Group. You will focus on underwriting and...net income and reducing credit costs. **Responsibilities:** + Support senior portfolio managers in the credit analysis… more
- CIBC (Chicago, IL)
- …potential issues / areas of concern to Portfolio and Senior Portfolio Managers + Has direct client contact in performing responsibilities as needed ... information requested for any audits or regulatory exams + Client portfolio maintenance requests + Pre-call preparation...authority up to approved limits (must be at least Associate II and Officer) + Has direct client… more
- JPMorgan Chase (Chicago, IL)
- Do you enjoy servicing a portfolio of large clients? This could be the right role for you! As a Client Service Account Manager in the Retail & Pharma team, you ... will support a portfolio of large corporate and/or financial institution clients by...as a central point of resolution to support the client 's business operations, identifies product/service gaps and development opportunities,… more
- FirstBank PR (Deerfield Beach, FL)
- …and financial plans in order to help in the growth of the organization. The associate portfolio manager advises the senior financial managers as to what ... ASSOCIATE PORTFOLIO MANAGER Job summary :...banks + Assist Commercial Banking team with preparation of client presentations, waivers/amendments, visitation memos/telephone call memos summarizing visit… more
- JPMorgan Chase (Los Angeles, CA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- BlackRock (San Francisco, CA)
- …our clients. Portfolio managers are relied upon to collaborate with client facing teams, execution traders, ETF Capital Markets, technology, compliance, and risk ... You will be a member of the Rates Index Portfolio Management team, managing a suite of Rates ETFs,...improve the investment ecosystem. **Key Responsibilities:** + Work with senior PMs to manage over $400bn of AUM in… more