- KeyBank (Syracuse, NY)
- …and can articulate the competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist. + Shares intellectual capital with ... goals. **ESSENTIAL JOB FUNCTIONS** **Advisory** + Responsible for overall portfolio construction and investment strategy needs of clients. +...as the client's trusted advisor. + Interfaces with other Key Private Bank advisors and… more
- M&T Bank (New York, NY)
- …waterfall distributions. Additionally, the team monitors and reports on various portfolio compliance requirements related to the underlying portfolio asset ... gain experience by: + Responsible for acting as single point of contact for key client relationships + Collaborate with operations and analytics teams to meet client… more
- US Bank (New York, NY)
- …be hired for the level of the position that aligns with their experience.** US Bank is currently searching for a Portfolio Manager to join a specialty industry ... At US Bank , we're on a journey to do our...Key accountabilities will include:** + Manage assigned client portfolio via quarterly portfolio monitoring and reporting;… more
- Mizuho Corporate Bank (New York, NY)
- About the Team The Credit Portfolio Management team ("CPM") is responsible for managing enterprise credit risk across the Commercial and Investment Bank . The ... team sets firm Risk Appetite and executes portfolio stress-testing, concentration risk management, identification of emerging risks, and comprehensive industry /… more
- Citigroup (New York, NY)
- …covenants, raising potential concerns and taking necessary actions in partnership with other key stakeholders for the assigned portfolio + Direct and supervise ... that manage traditional real money funds, hedge funds, and private equity funds. . The position reports to the...closing documents + Conduct periodic client calls on all portfolio clients and select new to bank … more
- Citigroup (Getzville, NY)
- …covenants, raising potential concerns and taking necessary actions in partnership with other key stakeholders for the assigned portfolio + Facilitate the loan ... that manage traditional real money funds, hedge funds, and private equity funds. The position supports the team reporting...the closing documents + Attend periodic meetings regarding covered portfolio clients and select new to bank … more
- Bank of America (New York, NY)
- …Sales Officer is responsible for delivery of integrated treasury solutions to Private Bank clients. Partner closely with client-facing teammates to consult ... to the client. TSO is an extension of the Private Bank team working with the more... clients which typically include Family Office, Real Estate, Private Equity and Business Owners. **Job Description:** Key… more
- KeyBank (East Greenbush, NY)
- …East Greenbush, New York 12061 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with ... with all partners. **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of… more
- KeyBank (New York, NY)
- …US project finance transactions providing financial advisory services and, as part of Key 's Institutional Bank , has the ability to source third-party debt ... the Americas - New York, New York 10019 **ABOUT KEY :** Cleveland-based KeyCorp is one of the nation's largest...capital through the capital markets (public or private , tax-exempt or taxable) and directly provide … more
- Bank of America (New York, NY)
- …offered to suitable private clients across both the Merrill and BofA Private Bank distribution channels through both Financial Advisors (FAs) and ... Development Executive New York, New York **Job Description:** At Bank of America, we are guided by a common...alternative investments such as hedge funds, managed futures funds, private equity funds, and non-traded real estate investment trusts… more
- BlackRock (New York, NY)
- …teams regarding various credit, lending and special situations investments and portfolio management activity for US Private Capital-including investment grade ... and investments across the BlackRock credit investment platform, including private placement and 144A notes issuances, complex structured financings, special… more
- Neuberger Berman (New York, NY)
- … Debt Investment team and other Alternative Investments. This person will play a key role in the daily support of portfolio management, fund administration and ... between NB systems and external sources + Liaise between portfolio managers, finance, compliance and service providers for all...relevant functions **Qualifications:** + 5+ years operations experience in private credit / bank loans or other… more
- Citigroup (New York, NY)
- **Job Description:** The Citigold/Citigold Private Client Banking Segmentation Program Lead is a strategic professional who stays abreast of developments within own ... innovative Vice President to help lead the Citigold and Citigold Private Client segmentation strategy. Responsibilities will include managing overall client's… more
- TD Bank (New York, NY)
- …new business within the institutional marketplace - Pension, Asset/Liability, Multi-Asset, Private Market and/or Portfolio Management sales experience highly ... Acts as a brand ambassador for your business area/function and the bank , both internally and/or externally **Physical Requirements:** Never: 0%; Occasional: 1-33%;… more
- Mizuho Corporate Bank (New York, NY)
- …on, among other items, supporting the origination, execution and on-going portfolio management of subscription lines, NAV lines and other fund-related financings ... preparation of client and internal presentations, client on-boarding, credit memos and portfolio management such as annual credit reviews. An Analyst is expected to… more
- Citizens (Tarrytown, NY)
- Description This is a high impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer. This newly created role ... This leader will serve as the Principal Compliance Officer for a portfolio of regulations related to investments/wealth management/trust activities within Citizens … more
- JPMorgan Chase (Congers, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build...done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial… more
- Mizuho Corporate Bank (New York, NY)
- …and delivery of cybersecurity programs and initiatives.The ideal candidate will manage portfolio of cyber projects, managing the team of project managers, executing ... cybersecurity strategies, manage risks, and safeguard the organization's assets. Key Responsibilities: Program Management: + Define and implement cybersecurity… more
- Mizuho Corporate Bank (New York, NY)
- …and potential liquidity outflows as a result of extreme market conditions. Key Responsibilities + Own the development, enhancement, maintenance, and review of ... to liquidity forecasting and perform scenario analysis on the portfolio to uncover pockets of risk + Engage in...within the scenario analysis + Develop strong partnerships with key stakeholders across trading desks, Risk, Finance, and Technology… more
- JPMorgan Chase (New York, NY)
- …a wide range of products to institutional investors, distributors, corporates and private investors. + **Digital Markets** is a strategic group focused on preparing ... work. You will monitor markets, develop trade ideas, conduct portfolio reviews, and learn about the solutions and products...and plans, then this is the role for you. Key skills include: + Excellent analytical, quantitative and interpretative… more