- Neuberger Berman (New York, NY)
- …of 3 years of relevant work experience in private markets, such as private equity, investment management , asset management , or management consulting ... Neuberger Berman (NB) is an independent, employee-owned, global asset management firm that serves that...private market strategies. **Primary Responsibilities:** + Oversee and monitor investment guidelines based on client or fund… 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 ... Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management (JPMAM) is a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide. ... existing client business through the drafting and negotiation of Investment Management Agreements ("IMAs") and other client...+ Reviewing and negotiation of client form template agreements, investment guidelines , fee schedules as well as… more
- JPMorgan Chase (New York, NY)
- …construction advice and execution; Manager Selection and due diligence; and Liquidity management and Investment Policy Statement guidelines and assistance. ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Wellington (New York, NY)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... of the private equity business (eg, operational complexity, investment capacity, investment guidelines ) *...of experience in a related position. An understanding of asset management , private markets (specifically sustainable and… 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...and any other client requests + Coordination of the Investment Management Agreement negotiation process, in partnership… more
- JPMorgan Chase (New York, NY)
- The Global Fixed Income, Currency, and Commodities team (GFICC) at JP Morgan Asset Management is a leading fixed income manager with expertise across all ... sectors. Our investment decisions are backed by the proprietary research of...issues to the CBP team and other areas of asset management . + Meet with internal and… more
- US Bank (New York, NY)
- …what you excel at-all from Day One. **Job Description** Reports to the Director of Asset Management . Leads a team of Asset Managers who are responsible ... experience Preferred Skills/Experience - Thorough understanding of tax credit investment management - Strong knowledge of construction finance, real… 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 ... Become an integral part of the Corporate & Investment Bank team where you will have the...policies are followed and items are processed within provided guidelines + Assist with staff on-boarding and off-boarding, which… more
- SMBC (New York, NY)
- …Description** This ALM role will be responsible for supporting the Bank's Asset Liability Management (ALM) function including forecasting, interest rate risk ... modeling, funds transfer pricing (FTP), liquidity stress testing, and Asset Liability Management Committee (ALCO) package preparation. Work is varied in nature… more
- Equitable (New York, NY)
- …this framework, the OCIO retains responsibility for investment strategy, asset allocation, asset -liability management , oversight of external managers ... performance of these managers and ensure compliance with portfolio investment guidelines . Handle ad-hoc projects and requests...private credit sectors is preferred + Experience in insurance asset management and familiarity with the unique… more
- JPMorgan Chase (New York, NY)
- …gaps and drive change. + Engagement with numerous externs; partners across the asset management industry. + Represent investment capabilities and structures ... investment platforms. You'll also cultivate relationships with a range of investment management firms, promoting strategic initiatives to ensure our platforms… more
- Wellington (New York, NY)
- …Reviewing Investment Management Agreements, interpreting and analyzing client's investment guidelines , and coding them into Sentinel, the investment ... join our Boston-based team. While prior experience in the asset management industry is preferred, candidates from...Management . This collaboration aims to deepen understanding of investment strategies relative to client guidelines and… more
- Capital One (New York, NY)
- …analysis and financial modeling experience + At least 5 years of experience in LIHTC investment , syndication or asset management **At this time, Capital One ... mitigated and client objectives are met within appropriate credit, investment and regulatory guidelines + Manage relationships...least 7 years of experience in business development, underwriting, asset management or any combination of the… more
- BlackRock (New York, NY)
- **About this role** BlackRock is one of the world's preeminent asset management firms and a best-in-class provider of global investment management , risk ... specialists, each client portfolio is tailored to reflect specific investment guidelines and objectives with respect to...candidate will work closely with the real estate and asset backed securitized investment teams to invest… more
- Tompkins Community Bank (Mount Kisco, NY)
- …plus two (2) years of work experience. + Minimum of ten (10) years' investment management experience covering client relationship management as well as ... such as Bloomberg, Morningstar, and FactSet. + Manage the investment portfolio management process: + Participate in...due diligence and review of current investments and overall asset allocation. + Understand investment strategies in… more
- BlackRock (New York, NY)
- …solutions for clients using asset allocation, portfolio construction, risk management and other related investment skills. **Job description** + Work ... income investors one of the industry's broadest array of investment choices across model-based and fundamental investment ...applied to the portfolios and in line with portfolio guidelines & risk budgets. The candidate will contribute to… more
- Neuberger Berman (New York, NY)
- …+ Daily monitoring of portfolios to ensure mandates remain in compliance with investment strategies and guidelines + Identify and recommend relative value ... Manager and Trader will be joining the Short Duration Investment Grade team. The team manages over $12 billion...and trade execution across a wide variety of fixed-income asset classes, including investing new money, portfolio rebalancing, and… more
- MUFG (New York, NY)
- …vertical + Underwrite new bank debt transactions according to established policies and guidelines for non- investment grade clients and prospects + Manage a ... President who will be part of our growing Portfolio Management Group. You will focus on underwriting and portfolio... for clients in the Diversified Industries sector for non- investment grade public and privately owned corporate borrowers. As… more
- Bank of America (New York, NY)
- Business Product Management Executive New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... The Structuring, Origination and UHNW Solutions team ("the Team") is cross- asset solutions unit responsible for originating, structuring, positioning, and executing… more