- T. Rowe Price (Baltimore, MD)
- …Represent portfolio managers and portfolio specialists in response to associate and client inquiries, including ad hoc and follow-up prospect, client ... provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions,...that matter to you . Role Summary The Lead Portfolio Analyst (PA) serves as a subject matter expert… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 12 **S&P Dow Jones Indices** **The Role:** Associate Director, Fixed Income Product Management **The Firm** S&P Global is ... driving innovation and excellence in index solutions across global fixed income markets. We manage a diverse portfolio...As an experienced member of the team you will client engagements, and manage both client -driven index… more
- T. Rowe Price (Baltimore, MD)
- …and make a difference in ways that matter to you . Role Summary The Fixed Income Associate Analyst program is a 3-5 year structured program offering extensive ... we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement… more
- Treasury Wine Estates (St. Helena, CA)
- …Under the supervision of the Events Manager, this position supports both client -facing service and behind-the-scenes event operations. Fixed -term opportunity for ... largest wine companies and we are proud of our portfolio of brands that have tremendous heritage, rich quality,...including catering, rentals, and transportation. + Serve as main client contact throughout the event lifecycle. + Create event… more
- BlackRock (New York, NY)
- …over 20 years in North America. **Key Responsibilities** Our LDI team is searching for an Associate to focus on Client Portfolio Management and Portfolio ... deliver customized client analysis and reporting. + Support the lead Portfolio Manager in managing fixed income LDI portfolios within risk tolerances,… more
- BlackRock (New York, NY)
- … Construction: Customize securitized allocations to the needs and limitations of each client portfolio . * Systems Building: Build and maintain scalable and ... a responsibility to be the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse team of partners strengthens… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for an ETF Portfolio Management Associate role for a $40+bn AUM Investment and Trading firm ... based in midtown Manhattan New York. Our client requires 3+ years Portfolio Management or...reduce to 4 days after settling in. The ETF Portfolio Management Associate will support all daily… more
- BlackRock (Princeton, NJ)
- …growing business. On a day-to-day basis, you will be responsible for centralized portfolio and client service support functions across multiple platforms and ... for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to… more
- BMO Financial Group (Chicago, IL)
- …criteria. + Under supervision, implements portfolio re-optimizations and enters client equity and fixed income trades. + Provides specialized support ... to the team's business objectives by building and maintaining client relationships through client acquisition both from...models to structure a portfolio based on specific… more
- BlackRock (New York, NY)
- … Client 's project team (eg program managers, risk managers, portfolio managers, technologists) and provide strong leadership throughout the Aladdin implementation ... **About this role** **Aladdin Client Transformations - Front Office** **What we do**...real time. Our investment software combines risk analytics with portfolio management, trading, compliance, and operations tools on a… more
- T. Rowe Price (Baltimore, MD)
- …we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement ... ways that matter to you . Role Summary This Portfolio Investment Analyst (PIA) resides within the TRPIM Investment...in business, Finance, Economics, Math + Thorough knowledge in fixed income/equity analytics, along with the ability to apply… more
- Neuberger Berman (New York, NY)
- …support to portfolio managers and team members, including entering Equity, Fixed Income, and Options trades in US and global markets, and liaising with ... plus + Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client...June 30, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and… more
- Neuberger Berman (New York, NY)
- …customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a ... for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client ...**Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients. + ** Client … more
- Wellington (Boston, MA)
- …management objectives. * Monitor portfolio exposures, factor sensitivities, and portfolio risks, ensuring compliance with client guidelines **Team Leadership ... and factor-based investing specific to equity and credit markets. **LOCATION** The Associate Director of Portfolio Management, Quantitative Investment Group will… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... Wealth Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate… more
- T. Rowe Price (Baltimore, MD)
- …primary purpose of the Lead PIA is to use their knowledge of the portfolio investment strategy and client requirements to oversee each account's investment ... and overseeing performance composites. The incumbent will liaise and partner with client -facing staff to pro-actively represent portfolio strategy, model account… more
- Neuberger Berman (New York, NY)
- …and meet clear deadlines + Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers ... point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account… more
- BlackRock (Wilmington, DE)
- **About this role** **Private Markets** **Relationship Manager, Aladdin Client Engagement, Associate ** **BlackRock's Aladdin Business** supports the investment ... management platform ( **Aladdin(R)** ), which is utilized by executives, portfolio management, risk management and operations teams. The Aladdin Business provides… more
- JPMorgan Chase (Palo Alto, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more