- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Client Portfolio Manager to join our Fixed Income team. In this role, you'll act as a key liaison between ... portfolio management and Principal Fixed Income's clients...income platform + Act as an extension of our portfolio management teams + Deliver a best-in-class client… more
- T. Rowe Price (New York, NY)
- … managers and portfolio specialists. 5. Partner and coordinate with insurance portfolio manager (s) and portfolio specialist(s) on franchise management of ... delivering insurance content to internal and external audiences. 7. Alongside insurance portfolio specialist, represent portfolio manager (s) in external… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The...sales and trading groups with a focus on all Fixed Income activities including Primary Dealer and fixed… more
- SMBC (Jersey City, NJ)
- …to surveillance development initiatives. **Role Objectives** + Report to the Fixed Income Trade Surveillance Manager for day-to-day surveillance assignments; ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Citigroup (New York, NY)
- …related to both investment management and client service functions. The portfolio manager will be located with the US Fixed Income team in New York City, ... multi-asset class products. CIM is currently seeking an experienced Portfolio Manager to join our team of...portfolio performance and market developments + Coordinate with client service and fiduciary oversight internal partners + Daily… more
- MUFG (Jersey City, NJ)
- …dynamic individual to join as a **Vice President,** **Lead Data Analyst and Portfolio Manager for Financial Products,** reporting directly to Head of Planning ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...individual works as both a Lead Analyst and a Portfolio Manager for Financial Products. You will… more
- WTW (New York, NY)
- …with the US Head of Delegated Portfolio Management to manage multi-asset OCIO client portfolios and multi- manager asset class solutions. Your role will be to ... opportunity to meet their long-term investment goals. As a Portfolio Manager , you will help drive the...client audiences + Coordinate and liaise with Global Portfolio Management Group and Client teams to… more
- HSBC (New York, NY)
- …on the Americas, and supporting capital raising efforts. As our Infrastructure Debt Portfolio Manager you will: + Originate and execute appropriate investment ... a pay range between $171,700.00 and $257,500.00 The final fixed pay offer will depend on the candidate and...market + Experience of enhancing team processes (eg origination, client management, portfolio management, investment process) +… more
- JPMorgan Chase (New York, NY)
- …Skills and Capabilities:** + 2 years of relevant experience in direct investing or client portfolio management at an Asset Management firm, Wealth Manager , ... + Serve as an architect in the advice of combining strategies within a portfolio (the blending of strategies) according to client goals, preferences, liquidity,… more
- TD Bank (New York, NY)
- …the client 's dedicated team of portfolio managers, client portfolio managers, client service manager , and when appropriate consultant developers ... problem solving and identifying cross-selling opportunities that will expand and deepen client relationships with TDGIS. The Relationship Manager will also… more
- Neuberger Berman (New York, NY)
- …produce thoughtful and accurate client materials, including standard and custom client reports, client portfolio review presentations and commentaries + ... interpreting statistics and financial markets data + Experience with building custom client portfolio review presentations + Advanced Excel and PowerPoint skills… more
- Neuberger Berman (New York, NY)
- …depth to be able to develop and manage the platform's intellectual materials including client reports, commentaries, client portfolio review decks, and ... candidate will play an integral role within the Quantitative Client Reporting & Portfolio Analytics team based...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Neuberger Berman (New York, NY)
- **Summary:** The Client Services Assistant will provide comprehensive operational support to three Wealth Advisors within Neuberger Berman Private Wealth. Candidate ... mass mailings, event planning, and the preparation of prospect and client presentations and correspondence. + Participate in daily activities of operational… more
- Neuberger Berman (New York, NY)
- **Summary:** Join Neuberger Berman Private Wealth as a Client Associate. You will provide essential operational support to a seasoned Wealth Advisor Team at ... Berman Private Wealth. The role aims to enhance the client experience by assisting with the service, maintenance, and...needs. + Serve as a liaison among Wealth Advisors, Portfolio Managers, Operations, and clients. + Start the new… more
- HSBC (Chatham, NJ)
- …investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the ... to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals of wealth...as the WRM acquires, develops, advises, and retains a portfolio of clients. Here's what you can expect: As… more
- Bank of America (New York, NY)
- …investment managers for client investment. Reporting into the Heads of Equities Manager Selection and ETF Manager Selection, the Analyst will contribute to ... on active ETFs. The coverage universe will be diverse, ranging from equities to fixed income. The Analyst will conduct investment manager research to identify… more
- HSBC (New York, NY)
- …of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our ... and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and...will: + Provide financial solutions and opportunities to your portfolio of clients + Increase wallet share of existing… more
- Bank of America (Iselin, NJ)
- Sr. Relationship Manager - Global Commercial Banking/Non-Bank Financial Institutions Iselin, New Jersey;Paramus, New Jersey **Job Description:** At Bank of America, ... Commercial Bank ("GCB") is looking to add a Relationship Manager ("RM") in the New Jersey Market focused on...("RM") in the New Jersey Market focused on a portfolio of Non-Bank Financial Institution ("NBFI") clients. The Global… more
- Deloitte (Morristown, NJ)
- …large portfolios of fixed income investments. Work You'll Do As a Manager in this group, you will manage relationships, ensure timely reporting of milestone and ... reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include:… more
- Citigroup (Jersey City, NJ)
- …Profit & Loss (P&L), accruals, client allocations, capitalization, recovery and fixed price contracts + Understanding Portfolio Financial - forecasting - ... The Business Unit Manager role is a senior-level position, reporting directly...client allocations, the impact of capitalization, recovery and fixed price contracts in order to improve operational efficiency… more