- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Fundamental concepts, principles, and practices of the securities industry and asset management products. + Principles of finance and broker/dealer operations. ... managing existing relationships with financial advisors/brokers and agents to generate departmental asset growth. Ensures that advisors are kept up to date on the… more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... 's role is to know the portfolios they represent as if they were the Portfolio Manager ("PM"). The Investment Specialist should be fully integrated with the… more
- JPMorgan Chase (New York, NY)
- The Global Fixed Income, Currency and Commodities team (GFICC) at JP Morgan Asset Management is one of the world's deepest and best-resourced fixed income ... markets, preferreds, and international strategies. As a Customized Bond Portfolio Investment Specialist within the Global Fixed...Income, Currency and Commodities team (GFICC) at JP Morgan Asset Management , you will actively engage in… more
- JCPenney (Lenexa, KS)
- Supply Chain Asset Protection Specialist Location:Lenexa, KS, United States (https://jobs.jcp.com/jobs/location/132117/lenexa-ks-united-states) - Job ID:1118624 ... Date Updated:Oct 2, 2024 Supply Chain Asset Protection Specialist The Supply Chain ...+ Working knowledge and experience with Microsoft Office, Case Management systems and DMS/YMS + Soft Skills + High… more
- JPMorgan Chase (New York, NY)
- Asset Management (CMAS) is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage ... can match. **Job summary:** As a CMAS Strategic Product Specialist - Executive Director supporting the Customized Managed Account...or program management roles + Experience in Asset Management , knowledge of retail SMAs a… more
- CIBC (TX)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **Position Summary:** **CIBC US Asset -based Lending is seeking an Associate Underwriting & Marketing ... Specialist to assist their West Coast Origination Team with...will also provide for direct access to ABL senior management with growth opportunities within the team.** **Position Responsibilities:**… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …multiple sources, review, and accurately input data into various spreadsheets or portfolio management system. . Proactively demonstrate readiness and ability to ... Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM) **Travel**… more
- Enterprise Bank & Trust (St. Louis, MO)
- …our communities.** **Together, there's no stopping you!** **Job Title:** Credit Portfolio Risk Management Specialist **Job Description:** **Essential ... the loan portfolio and its various components, compiles monthly credit portfolio reporting to provide information to Executive Management on the status… more
- Bank of America (East Hartford, CT)
- Credit Review Senior Portfolio Specialist Dallas, Texas;Stamford, Connecticut; East Hartford, Connecticut; Charlotte, North Carolina; Providence, Rhode Island ... or committee thereof, external auditors and regulatory agencies. The Portfolio Specialist works together with the Credit...Credit and Risk Assessment + Critical Thinking + Issue Management + Portfolio Analysis + Analytical Thinking… more
- BlackRock (Boston, MA)
- **About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management , risk ... One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is an Associate/VP eligible...required. + A minimum of 3+ years investment or asset management experience. + Sales experience within… more
- Principal Financial Group (New York, NY)
- …our Fixed Income team. In this role, you'll act as a key liaison between portfolio management and Principal Fixed Income's clients worldwide! + Advocate for and ... income platform + Act as an extension of our portfolio management teams + Deliver a best-in-class...Principal Fixed Income is the public fixed income investment management platform of Principal Asset Management… more
- T. Rowe Price (Baltimore, MD)
- …Model Portfolio landscape is one of the fastest growing areas of the Asset Management Industry. T. Rowe Price is actively seeking a client-facing sales ... + Willingness to regularly travel in sales territory Preferred: + 5+ years Asset Management sales experience including prior experience - Experience selling… more
- Bloomberg (New York, NY)
- …through their ongoing relationship with Bloomberg. **Our Team:** The Portfolio Buy-Side Implementation team is responsible for the full implementation ... of customers that will use Bloomberg's Portfolio and Risk solution, PORT. Main responsibilities will include...team will be required to be well versed in multi- asset classes, have a technical understanding of dataflow, and… more
- City of New York (New York, NY)
- …be seen as an added benefit, particularly related to strengthening data-driven, evidence-based portfolio and asset management practices. - Analytical and ... Division is responsible for aligning the Authority's modernization, development and strategic asset management work. Implementing one of the largest capital… more
- SMBC (New York, NY)
- … Managemnet & Loss Recovery Specialist is responsible for all aspects of asset management and loss recovery functions within the Asset Management ... AM &LR Specialist will work closely with Asset Management , Credit, Accounting and Sales teams...towards repossession to forecast potential losses. + Work with Asset Manager to prepare quarterly portfolio valuations… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market ... reach, vast resources and robust governance of JP Morgan Asset Management . Our alternative strategies are designed...You will have the opportunity to liaise directly with portfolio company management on all aspects of… more
- Janus Henderson Investors (Denver, CO)
- …+ Maintain accuracy and integrity of Investment Book of Records (IBOR) including asset prices, ensuring that all positions and market value data used by Fund ... and involvement in the production of MI, Data Quality, third party relationship management , escalation of issues, ensuring timely and accurate compliance + Work with… more
- Portland General Electric (Portland, OR)
- …& reporting of project and portfolio benefits metrics. + Serve as an Asset Management & technical economic risk analyses subject matter expert. + Be a ... are also affordable and accessible to all. Summary The Asset Management Planning (AMP) Team uses a...Distribution & Transmission organizations, the AMP Strategy Integrators, and Portfolio Management . The individual in this role… more
- SMBC (New York, NY)
- …competitive portfolio of benefits to its employees. **Role Description** The Collections Specialist belongs to Asset Management and is responsible for ... as needed, keeping accurate records and reporting on collection activity. The Collection Specialist works closely with Asset Management , Credit, Accounting… more
- Charles Schwab (Westlake, TX)
- … Management enterprise team is seeking a Senior Auditor (Senior Specialist ). The Broker-Dealer/ Asset Management team provides internal audit coverage ... expertise; (iii) portfolio advisory services and research; (iv) asset management functions; (v) corporate client services, including stock plan services,… more
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