- Fidelity TalentSource LLC (Boston, MA)
- … services to our retail and institutional customers. The Director of Portfolio Services is a leader who demonstrates the ability to manage complex ... as a leading provider of asset allocation investment solutions. The RoleThe Portfolio Services team within Fidelity Asset Management Solutions (FAMS) provides… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- …as the investment manager to all Fidelity managed accounts offered by Fidelity s Portfolio Advisory Services and through Fidelity s Wealth Management Advisory ... Greenwood Village, CO office. The team is responsible for portfolio construction and trading of Fidelity s retail...roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are… more
- Fidelity TalentSource LLC (Boston, MA)
- …advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity s retail and institutional distribution ... Job Description:Senior Quantitative Portfolio AnalystQuantitative Model Management Team, Strategic Advisers, LLC...roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are… more
- Fidelity TalentSource LLC (Boston, MA)
- …as the investment manager to all Fidelity managed accounts offered by Fidelity s Portfolio Advisory Services and through Fidelity s Wealth Management Advisory ... Advisers, LLC (SAI) is a leading provider of asset allocation solutions for retail , institutional, and high net worth clients. The range of investment solutions… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …Responsibilities:Work closely with the Team Manager or Department Manager to support the credit administration needs of that Manager's customer portfolio as well ... any credit authority extended, and the designation of the Portfolio Manager. Minimum Qualifications:Must have a Bachelor's degree, preferably in a… more
- Fidelity TalentSource LLC (Boston, MA)
- …management or related field; an advanced degree is a plus.Direct experience managing a portfolio of retail real estate locations.Track record managing a large ... division of Fidelity Investments, providing a full range of services to Fidelity business units nationally and internationally. Our...portfolio of retail real estate projects and operations.Ability to lead and… more
- Fidelity TalentSource LLC (Boston, MA)
- …personalization.\u00A0 SAI leverages core capabilities of multi-asset class portfolio construction, third-party fundamental manager research, investment guidance, ... to the Head of SAI Investment Operations and Platform Services , the VP, Private Assets Investment Operations and Platform...a key point of escalation for issue resolution & service recoveries for the Private Asset offerings. You will… more
- Fidelity TalentSource LLC (Boston, MA)
- …advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity s retail , workplace, and institutional ... million customer accounts. The RoleThe Research and Development team within the Portfolio Engineering group is responsible for the research and development of… more
- Fidelity TalentSource LLC (Boston, MA)
- …advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity s retail , workplace, and institutional ... by SAI. The team s work includes risk modeling, portfolio construction analysis, the creation of smart beta libraries/alpha...roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are… more
- Fidelity TalentSource LLC (Boston, MA)
- …structure selection and design, pricing, market and competitive positioning, client portfolio positioning and articulation of investment cases for each client ... and Skills You Bring10+ years of experience working in the financial services industry, preferably in asset management and/or wealth management, across the… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …from the margin lending and trading activities of both institutional and retail customers of Fidelity Investments. The team is responsible for determining lending ... continuous analysis of the risks inherent in each client's portfolio and investment strategy. Portfolios are analyzed and evaluated...closely with vendors that provide critical data and modeling services in support of the firm's stress testing and… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …losses from margin lending and trading activities of both institutional and retail customers of Fidelity Investments.\u00A0 The team is responsible for determining ... analysis of the risks inherent in each client s portfolio and investment strategy. \u00A0Portfolios are analyzed and evaluated...closely with vendors that provide critical data and modeling services in support of the firm s stress testing… more
- Wilmington Savings Fund Society (Philadelphia, PA)
- …have at least 5 years of experience selling business related financial services products.Must possess superior customer service , sales, and business development ... people, businesses, and Communities we serve. We Stand For Service (R) is more than part of our name, it's...loans in the marketplace, as well as partnering with Retail branches and the Commercial lending network in order… more
- CornerStone Staffing (Irving, TX)
- … stores for Purchase Order (PO) information. Resolve pricing issues or disputes with retail stores as needed. Process credit card payments. Assist Collectors as ... retailer in Irving, TX. If you have exceptional client service skills, experience with invoicing, proficiency in MS Office,...and filing of invoices into online systems for a portfolio of accounts. You will ensure all necessary documentation… more
- BlackRock (New York, NY)
- …**Key Responsibilities:** + Work in close partnership with BlackRock's Institutional and Retail Client Business teams, Credit Portfolio Managers, Alternative ... foster (i) greater depth of client relationships, (ii) specific and extensive private credit strategy experience, and (iii) a differentiated service element to… more
- PNC (Atlanta, GA)
- …conditions; (iv) performing portfolio analysis to assess default risk in the retail credit portfolio ; (v) analyzing extensive credit bureau ... **Job Description** The PNC Financial Services Group, Inc. seeks a Quantitative Analytics and...loan customers; (vi) performing quantitative analyses on the banking retail lending products including personal loans, credit … more
- City National Bank (Los Angeles, CA)
- …for commercial and/or retail portfolios. Develops and recommends the 1st LOD's credit portfolio strategies to improve portfolio efficiency that will ... development of analytics and advanced visualization to assist with portfolio credit risk surveillance + Track policy...City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services … more
- MUFG (Los Angeles, CA)
- … management for clients in the Diversified Industries sector (Consumer, Retail , Environmental Services , Engineering, Construction, etc.) for non-investment grade ... and monitoring portfolio account performance for potential upgrades, downgrades, and credit deterioration, with the goal of maximizing net income and reducing … more
- MUFG (Chicago, IL)
- …privately owned corporate borrowers across various sectors, with a focus on Consumer & Retail , Food & Beverage, and Environmental Services . As a Vice President, ... you will be responsible for active credit management of a designated portfolio utilizing solid credit and analytical skills, providing continuous oversight… more
- US Bank (Chicago, IL)
- …Accounting, Finance, Management Information Systems). . Ten or more years of financial services credit review/ credit risk management experience through: past ... including the quality of the Bank's loan portfolios (eg, retail , commercial, corporate, counterparty, etc.) and credit ...to effectively manage deliverables, own and lead CAS related credit risk portfolio review audit activities in… more
