- 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
- JPMorgan Chase (New York, NY)
- …Skills and Capabilities: + Fixed Income experience in direct investing or client portfolio management at an Asset Management firm, Wealth Manager , ... fixed income flows + Partner closely with the manager selection and fixed income strategy teams...manages investments + Serve as the senior leader for client events and meetings related to fixed … 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
- Nuveen Investments (New York, NY)
- …approach. The position requires very close collaboration with members of product, client portfolio management and investments, and the individual will directly ... alongside the MD of Public Product Positioning, and the respective Heads of Client Marketing, to set product marketing strategy and objectives for Nuveen's fixed… 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
- Neuberger Berman (New York, NY)
- **Summary** : The Associate Portfolio Manager and Trader will be joining the Short Duration Investment Grade team. The team manages over $12 billion across ... modelling and trade execution across a wide variety of fixed -income asset classes, including investing new money, portfolio...as well as collateral documents and RFPs + Keep Client Portfolio Managers abreast of investment strategies,… more
- Tompkins Community Bank (Mount Kisco, NY)
- …and take ownership of conversations with clients to ensure understanding of their portfolio 's performance. + Participate in client meetings, upon request, to ... call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager...Minimum of ten (10) years' investment management experience covering client relationship management as well as portfolio … more
- Robert Half Finance & Accounting (New York, NY)
- …role within a global asset manager located in midtown Manhattan New York. Our client requires 2 to 5+ years Portfolio Operations experience within an asset ... manager , investment firm or fund, with knowledge of Fixed Income, Bonds or Derivatives. The role would cover...Administration functions. Requirements Qualifications + 2 to 5+ years Portfolio Operations experience within an asset manager … more
- Neuberger Berman (New York, NY)
- EMPLOYER: Neuberger Berman Group LLC TITLE: Portfolio Analyst LOCATION: New York, NY (A telecommuting/hybrid work schedule may be permitted within a commutable ... with company policies.) DUTIES: Work across global markets, cross-assets (equities, fixed income and private markets) and asset allocation processes. Build… 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)
- **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
- BlackRock (New York, NY)
- …Financial Institutions Group is seeking a candidate to join the team as a Securitized Assets Portfolio Manager . The FIG team manages a wide range of Fixed ... **About this role** **About this role** BlackRock's Fixed Income team runs more than $1 trillion... management. + Knowledge of financial institution / insurance client portfolio management a plus (eg accounting… 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)
- …communities and the planet we all share. As a Senior Relationship Manager , you will acquire maintain, and grow profitable long-term relationships principally focused ... individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships and manage 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 (New York, NY)
- …practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments. Work You'll Do As a Sr Manager in this group, ... reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include:… more
- Cushman & Wakefield (New York, NY)
- **Job Title** Retail Facility Manager **Job Description Summary** Direct activities for the delivery of facility management services, operations and repair for 30-40 ... retail banking locations. Respective client is a global financial services firm with a...global financial services firm with a large North American portfolio . Services include managing the operations and maintenance of… more
- Neuberger Berman (New York, NY)
- …Team is responsible for managing the implementation of new products, institutional client mandates, portfolio management teams, and strategic offerings. New ... Lines of business include (but not limited to) Product Management, Marketing, Portfolio Management, Client Services, Operations, Legal, Compliance, Risk, and… more