- 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)
- …across corporate bonds, broad markets, municipal bonds, and preferred equity. As a Systematic Portfolio Manager within our dynamic team, you will be involved in ... promote business growth. **Job Responsibilities** + Manage passive and active Systematic Fixed Income strategies, with a focus on portfolio management,… 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
- Bank of America (New York, NY)
- Fixed Income Business Analyst & Project Manager New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... engineering experience to deliver on a dynamic and varied portfolio of Fixed Income Operations change initiatives...and ways of working to better serve an evolving client base. + Excels in working among diverse viewpoints… more
- T. Rowe Price (New York, NY)
- … managers and portfolio specialists. + Partner and coordinate with insurance portfolio manager (s) and portfolio specialist(s) on franchise management of ... delivering insurance content to internal and external audiences. + 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
- 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
- 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
- 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
- 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
- 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
- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Specialist team, the primary responsibility of the Client Advisory Analyst is to support the Client Advisory ... the Broker-Dealer field sales team in all aspects of building and maintaining client partnerships with financial advisors and centers of influence + Develop strong… 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
- HSBC (New York, NY)
- …wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Build ... and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer...you will provide financial solutions and opportunities to your portfolio of clients + Maintain the highest standard of… 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
- Neuberger Berman (New York, NY)
- The Relationship Manager is responsible for supporting senior client advisors by providing strategic relationship management, investment solutions, and capital ... markets insights to wirehouses and independent broker-dealers. The Relationship Manager must possess excellent interpersonal, organizational, and communication skills,… more
- Deloitte (New York, NY)
- …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