- TIAA (Stamford, CT)
- Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for ... portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of… more
- WTW (Stamford, CT)
- …portfolios consistent with objectives and house views + Conduct solution focused / oriented manager due diligence for the broad asset classes - IG credit, ... Participate in regular reviews of the credit model portfolios / multi- manager solutions including proactively recommending asset allocation and/or implementation… more
- GE Aerospace (Norwalk, CT)
- …the research and analysis of private market investment strategies, manager due diligence, and post-investment portfolio monitoring. Alternatively, experience ... investment managers and co-investments, and actively monitoring the existing portfolio of private investments. The ideal candidate...candidate will demonstrate expertise across one or more major asset classes within the private markets (… more
- Citigroup (Smithtown, NY)
- …focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail Bank, Commercial ... Bank, Small Business, Wealth at Work and Private Bank to ensure that our clients receive the...those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance Specialists) to serve… more