- 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
- WSFS Bank (Berwyn, PA)
- …Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust ... the people, businesses, and Communities we serveWe Stand For Service (R) is more than part of our name, it's...name, it's our mission and our purposeThe Commercial Banking Portfolio Manager will manage a portfolio of… 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
- 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 ... or Denver, 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
- WSFS Bank (Philadelphia, PA)
- …by mortgages and other business collateralAdditionally, the incumbent will sell and service non- credit products, including corporate cash management and online ... risk as defined by the Bank's credit policyJob Responsibilities: Partners with credit Associates, such as Portfolio Managers, in the development and analysis… more
- WSFS Bank (Ardmore, PA)
- …Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust ... the people, businesses, and Communities we serveWe Stand For Service (R) is more than part of our name, it's...up to $5 million, facilitate and close total business credit exposure of up to $1.5 million, and maintain… more
- Fidelity TalentSource LLC (Boston, MA)
- …and manage risks associated with digital assets such as market risk, portfolio risk staking risk, blockchain risk, liquidity risk and othersConduct risk modelling, ... and maintain investment risk frameworks and risk appetite statements (including market, credit , operational, counterparty credit , and liquidity risks) that are… more
- Fidelity TalentSource LLC (Boston, MA)
- …is responsible for establishing and administering guidelines for the dissemination of portfolio holdings information across Fidelity s retail and institutional ... which evaluates holdings disclosure policy with a goal of serving a portfolio s best interest by striking appropriate balance between, providing information about… 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 ... our multi-manager \u201Cfund-of-funds.\u201D\u00A0 You will lead meetings with external portfolio managers to discuss their investment process and strategy… 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 (Boston, MA)
- …also possess:\u00A0\u00A0Demonstrated Expertise (\u201CDE\u201D) performing systematic tax-smart multi-account portfolio construction and optimization for retail ... Job Description:Position Description:\u00A0\u00A0Develops portfolio analytics graphics for an enhanced user experience...and CPLEX; deploying multiple Autosys jobs to Amazon Web Services (AWS) based Cloud computing environments to automate daily… more
- WSFS Bank (Hershey, PA)
- …have at least 5 years of experience selling business related financial services productsMust possess superior customer service , sales, and business development ... the people, businesses, and Communities we serveWe Stand For Service (R) is more than part of our name, it's...Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash… more
- Fidelity TalentSource LLC (Boston, MA)
- …on single asset class, multi-asset class, and multi-account solutions offered to retail , workplace, or institutional investors.Another important role is to act as ... between Strategic Advisers investment professionals and key product, sales and service , communications, legal and compliance business partners. In close partnership… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …Managing Director, Workplace Regional Manager, Planning & Guidance team, and retail partners.\u202F You will facilitate high-quality 1:1 meetings with retirement ... plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You ll be responsible for understanding the client s unique… more
- Fidelity TalentSource LLC (Boston, MA)
- …problem-solver across highly technical and quantitative projects within financial service The Team Fidelity Digital Asset Management [FDAM] is building ... an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity...designed to meet the growing needs of Fidelity s retail customers and intermediary and institutional clients. The Data… more
- Citigroup (Miami, FL)
- …counterparties globally. **Responsibilities:** + Lead risk management activities associated with the retail credit portfolio + Validate new account strategy ... The Credit Portfolio Senior Officer II is...services and risk management required + Experience with portfolio performance monitoring and diagnostics + Knowledge of toolsets… more
- Citigroup (Wilmington, DE)
- **Vice President, Credit Portfolio Officer ( Retail Banking Risk Management)** will be responsible for leading Risk Management analytical activities including ... credit review, development and maintenance of credit policy and monitoring the portfolio to...or equivalent training and experience preferably in the financial services industry + Proven ability to apply credit… 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
- 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
- US Bank (New York, NY)
- …regulatory oversight, or credit review. + Seven or more years of financial services credit review/ credit risk management experience through: past work in ... including the quality of the Bank's loan portfolios (eg, retail , commercial, corporate, counterparty, etc.) and credit ...This role supports the CAS Senior Audit Manager - Credit Risk Portfolio Reviews in providing the… more
