- Principal Financial Group (Chicago, IL)
- …that will deliver the outputs for the developmentappropriate investment strategies. Principal Asset Management is the global investment solutions business for ... serving as a strategic advisor. Develop and deliver high-impact client presentations. + Provide expertise across asset ...in assets and over 60 years of experience. Principal Asset Management has been recognized as a… more
- SMBC (Charlotte, NC)
- …a strategic liaison between internal Software Owners and the IT Asset Management (ITAM) team, supporting software lifecycle activities including contract ... corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive...Finance and Leasing Co., Ltd. **Role Description** The Software Asset Management (SAM) VP is a key… more
- SMBC (New York, NY)
- …and regulatory compliance framework in partnership with Compliance colleagues, and educate the internal client base (ranging from junior staff to senior ... law firm advising SEC-registered investment advisers, with a focus on institutional asset management . + Deep expertise in SEC compliance, fiduciary standards,… more
- HP Inc. (Albany, NY)
- …implement strategic solutions to help drive partnership + Collaborate with internal cross-functional teams; sales, business development, project management ... HP is seeking a strategic, client -focused Client Solutions Expert to join...cycle, inclusive of brand strategy, kick-off calls, tag + asset collection, creative development, performance reporting, troubleshooting, and delivery… more
- HSBC (Miami, FL)
- … Management , inclusive of Overdraft, Check returns + Provide Relationship Management Support including attending client meetings when applicable The final ... Client Service Executive Brand: HSBC Area of Interest:...Manage Custody Accounts + Offer Loan Servicing + Provide Asset Movement both internally and externally, such as wire… more
- Tradeweb (New York, NY)
- …markets. As financial markets become increasingly interconnected, our technology enables efficient, multi- asset trading on a global scale. We serve more than 3,000 ... more than 85 countries, including many of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration… more
- Principal Financial Group (New York, NY)
- …including compliance, internal audit, fund administration, and enterprise risk management . + Partner with client -facing teams and sales functions to ... will serve as a key risk partner to Principal Asset Management 's US funds platforms-covering mutual funds,...fund operational oversight and consistency. + Work closely with internal fund operations teams to ensure appropriate controls exist… more
- WCG Clinical (Raleigh, NC)
- Senior Director, Product Management & Strategy (Remote) **General Information** **Location:** Cary, NC, Remote **Organization:** WCG **Job Type:** Full Time - ... WCG:** At WCG, our employees are our most valuable asset and as with all our assets, we invest...and geographic location. **JOB SUMMARY:** The Senior Director, Product Management & Strategy is a leadership position directly enabling… more
- SMBC (Jersey City, NJ)
- …risk models (Deposit attrition, Deposit pricing, loan and MBS Prepayment) for Asset and Liability management (ALM) (ii) Collaborate with Cross-functional teams, ... corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive...including Asset and Liability Management (ALM), Risk and front-line Business (iii)… more
- Neuberger Berman (New York, NY)
- …experience in alternatives operations, investment operations, or a related field within asset management or financial services. + Experience with process ... optimization, and cross-functional coordination, contributing to the delivery of high-quality client and operational outcomes. This role is ideal for a… more
- Neuberger Berman (New York, NY)
- … or Investment Advisory function. + Demonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund Structures, etc.). ... Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project ...for various tools and technologies used or targeted for internal advisors and portfolio management teams. +… more
- Tradeweb (New York, NY)
- …markets. As financial markets become increasingly interconnected, our technology enables efficient, multi- asset trading on a global scale. We serve more than 3,000 ... more than 85 countries, including many of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration… more
- Neuberger Berman (New York, NY)
- …**:** + Bachelor degree required; MBA and/or CFA a plus + 7+ years in asset management with direct SMA Product Management /Product Specialist experience + ... managers and acts as a liaison between the portfolio management team and both internal and external...Morningstar, Cerulli, Zephyr, Perform, Broadridge) + Strong knowledge of asset management industry trends and developments +… more
- Merck & Co. (Rahway, NJ)
- …4 or Regional Accounting Firm Experience.Required Skills: Accounting, Accounting, Adaptability, Asset Accounting, Audit Internal Controls, Contract Audits, Data ... services.Position Overview / Function and ResponsibilityUnder the direction of the Client Audit Director ("CAD") and the Auditor-in-Charge ("AIC"), the Senior… more
- Neuberger Berman (New York, NY)
- …Overview:** As a key member of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on ... through referrals and networking + Collaborate with the portfolio management team and others to ensure integrated, client...relationships + Track and report on key metrics including client retention, net asset flows, diversification, and… more
- Banc of California (Santa Ana, CA)
- …evaluate credit risk management processes to loan originations and portfolio management . Ensure that asset and portfolio quality is accurately assessed and ... Sciences and Technology sectors, as well as Equity Funds, Lender Finance and Corporate Asset Finance. + Manage the issue management tracking process for lending… 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 ... Finance Department is looking for a Vice President to join its Portfolio Management & Agency team covering project finance transactions in Latin America (the… more
- Neuberger Berman (New York, NY)
- …facilitate onsite client meetings with NB investment professionals and senior management , leverage all internal resources to help enrich client ... The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management , investment solutions and capital… more
- Pinkerton (Las Vegas, NV)
- …enterprise risk management services and programs specifically designed for each client . Pinkerton employees are one of our most important assets and critical to ... asset protection, misconduct including alleged violations of certain client policies, trespassing, unauthorized access, and vandalism. + Complete evidence… more
- SMBC (New York, NY)
- …experience in lender finance. + Proven track record of establishing and maintaining strong client relationships in the asset management sector. + Extensive ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
