- US Bank (Hackensack, NJ)
- …asset value) on a daily, monthly or quarterly basis. In this role, the Investor Allocations Team Member is responsible for maintaining the official books and ... to investors. The team works closely with our operations and investor relations teams to prepare the final allocations for the client as well as liaise with the… more
- Tompkins Community Bank (Mount Kisco, NY)
- …investment outlooks. + Maintain relationships through regular contact with investor clients regarding market conditions, updated investment research and economic ... As a fiduciary duty, portfolio managers must meet with investor clients at least annually to ensure investment objectives...ensure investment objectives have not shifted and current portfolio allocations are still in line with the clients' needs.… more