- JPMorgan Chase (Columbus, OH)
- …in every major market throughout the world. **Job Summary** As an Asset Management - Investment Only Internal Client Advisor within the Defined ... JP Morgan Asset & Wealth Management , is a global leader in investment...sales process to close.** + **Partner with retail fund Internal and External Client Advisors to ensure a collaborative… more
- PNC (Cleveland, OH)
- …opportunity to contribute to the company's success. As a Communications Lead within PNC's Asset Management Group Investment Office organization, you will be ... a team of content creators in support of the Asset Management Group's (AMG) lines of business,...Management Group's (AMG) lines of business, including the Investment Office (IO), PNC Capital Advisors (PCA) and Institutional… more
- PNC (Cleveland, OH)
- …to contribute to the company's success. As a Business Analytics Lead within PNC's Asset Management Group Investment Office organization, you will be based ... discretion. The Business Analytics Lead is on the PNC Asset Management Group Investment Office's...Experience solving problems within projects and building relationships with internal team members and clients. * Experience using multiple… more
- JPMorgan Chase (Columbus, OH)
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading ... investment solutions. Our wide array of financial strategies-equity, fixed...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- PNC (Cleveland, OH)
- …Investment Manager/Portfolio Research Specialist - Defined Contribution Plans within PNC's Asset Management Group Investment Office organization, you will ... in Pittsburgh, PA. Other PNC locations within the PNC Asset Management Group footprint will also be...Investment platform, write and review fund commentary, update internal and external vendor systems, as well as prepare… more
- Lincoln Financial (Columbus, OH)
- …strong relationship management skills with internal clients (eg management , peers and colleagues) and external parties ( asset managers, reinsurers, other ... trends, issues and/or concerns and develops and recommends mitigation plans to management . * Manages the relationships with internal /external auditors for… more
- Lumen (Columbus, OH)
- …At least three years of related experience in data analytics, accounting, finance, investment management , IT, or back-office operations. + Proficiency in Power ... and compliance. + Maintain and update CIM Board-level reports on asset allocation, performance data, and investment -related operational, actuarial, and… more
- Huntington National Bank (Columbus, OH)
- … management . + Being the face of the Huntington Institutional Asset Management brand to external and internal centers of influence. + Ensuring services ... Description Summary: The Director of Institutional Asset Management & Trust is responsible...a team of professionals to understand an institutional client's investment management goals and trust service needs… more
- KeyBank (Cleveland, OH)
- …and community development throughout the country. This role will be responsible for the asset management of a defined portfolio of KCDC's equity investments. The ... . Compare actual results to projected benefits and communicate discrepancies to the Asset Management Team Lead. + Obtain and review property financial reports… more
- KeyBank (Cleveland, OH)
- …and community development throughout the country. This role will be responsible for the asset management of a defined portfolio of KCDC's equity investments. The ... . Compare actual results to projected benefits and communicate discrepancies to the Asset Management Team Lead. + Obtain and review property financial reports… more
- NTT America, Inc. (Columbus, OH)
- …and reporting as requested by management , providing insights into fixed asset trends, performance metrics, and investment opportunities + Researches and ... + A lead role in special projects such as asset transfers between companies or into other investment...the period + Assist with the maintenance of effective internal controls over fixed asset accounting processes,… more
- JPMorgan Chase (Columbus, OH)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team,...compliance and support effective decision-making. + Collaborate closely with internal and external legal counsel to maximize recovery on… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …month-end closing, fund analysis, monthly accruals, etc. + Assist with monthly management reporting, audit requests, and other asset reporting needs. + ... DUTIES & RESPONSIBILITIES: + Applies principles of accounting to investment accounts. + Prepare and input general ledger entries....distribute requested financial data. + Calculates the daily Net Asset Value (NAV) for assigned funds, as needed. +… more
- Fifth Third Bank, NA (Cincinnati, OH)
- … internal partners including loan operations, treasury, and portfolio management . + Manages third party relationships with attorneys, appraisers, field examiners, ... consultants and investment bankers. + Leverages extensive knowledge of asset...or underwriting experience in Commercial Banking. + 5+ years Asset -Based Lending in underwriting or portfolio management … more
- PNC (Columbus, OH)
- …certifications/licensures needed to be successful in this position. **Preferred Skills** Asset Management , Decision Making, Financial Accounting, Financial ... to contribute to the company's success. As a Senior Asset Manager within PNC's Multifamily Capital organization, you will...Management , General Ledger (GL), Investment Management , Revenue Recognition **Competencies** Data Gathering… more
- Bank of America (Cincinnati, OH)
- …obtain all required registrations The **Elite Growth Practice (EGP)** **Private Wealth Investment Management Specialist** position may be filled at a Trainee, ... eligible for Specialist position. The **Elite Growth Practice (EGP) Private Wealth Investment Management Specialist** is responsible for defining the Financial… more
- PNC (OH)
- …held in Wealth Management and Institutional accounts. * Conducts Asset reviews and analysis and makes investment /fiduciary recommendations. * Reviews ... making discretionary decisions based on governing documents *Experience with wealth management account administration and/or investment management .… more
- KeyBank (Columbus, OH)
- …provide advice relating to asset allocation and the execution of overall investment strategy. + Works within the relationship management team to introduce ... asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. + Reviews portfolios to analyze ...Community Bank's image. + May advise a portfolio of Investment Management and Trust clients. Fosters a… more
- Bank of America (Canton, OH)
- …+ Proven ability to partner and promote lead generation. + Experience balancing investment management , sales activities, and new client development. + Strong ... to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your… more
- KeyBank (Brooklyn, OH)
- …the Capital Markets and a demonstrated ability to manage multiple sectors and asset classes within the capital markets. The Sr. Lead Research Analyst will ... demonstrate proficiency in meeting with clients, promoting our wealth management business , and publishing articles consistent with our department's investment … more