- 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
- J&J Family of Companies (Spring House, PA)
- …+ Assist TDL in ensuring inspection readiness through risk identification Clinical Specialist - Portfolio Asset Management [Translational Science ... in Clinical Trials (DEICT), Global Medical Safety, Delivery Unit and Trial Management , Portfolio Asset management , and Regulatory Affairs. As as… 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
- Osmose Utilities Services (Atlanta, GA)
- The Software Asset Specialist plays a critical role in managing the company's large portfolio of software assets/licenses (both domestic and international) ... effective procurement, deployment, maintenance, utilization, and contract renewals. The Software Asset Specialist works with various stakeholders throughout the… 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
- 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 ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… 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
- 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 (Princeton, NJ)
- **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
- PNC (Philadelphia, PA)
- …Portfolio Research Specialist - Operational Due Diligence within PNC's Asset Management Group Investment Office organization, you will be based in ... needed to be successful in this position. **Preferred Skills** Analytical Thinking, Asset Management , Capital Management , Due Diligence, Financial … 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
- 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
- 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
- JPMorgan Chase (New York, NY)
- …is responsible for maintaining the Client Service vision, strategy and day to day management of over 1800 Asset Management clients across the Institutional, ... exceptional client service to Institutional clients of JP Morgan Asset Management . As the main point of...as partner with colleagues in Institutional Sales and Client Portfolio Management to form an integrated client… more