- BOOZ, ALLEN & HAMILTON, INC. (Alexandria, VA)
- Portfolio Management Specialist The Opportunity: As...serve as a portfolio lead for a DoD client and be responsible for the day-to-day management ... a portfolio management specialist , knowing the complexities of supporting a project from...and processes to identify organizational improvements that streamline the client 's portfolio . The work performed in support… more
- Robert Half Finance & Accounting (New York, NY)
- Description We are looking for a skilled Portfolio Management Specialist to join our team in New York, New York. This role involves collaborating closely ... * Provide detailed reporting and updates to clients and stakeholders regarding portfolio management activities. Requirements * Minimum of 3 years of… more
- Bloomberg (San Francisco, CA)
- Portfolio & Risk Analytics Implementation Specialist , Enterprise Services, Bloomberg Financial Solutions Location San Francisco Business Area Sales and Client ... for fully onboarding new and existing customers to PORT Enterprise, Bloomberg's Portfolio and Risk Management . Main responsibilities will include Pre-Sales… more
- BlackRock (Sausalito, CA)
- …looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are ... Francisco, the North Bay, and East Bay. **Key Responsibilities:** . Support the portfolio management and trading teams' operational workflows . Review and… more
- BlackRock (New York, NY)
- …which contributes more generally to the production of analytics and models to portfolio and risk management professionals both within and outside BlackRock. ... production, enhancing the infrastructure platform and delivering analytics content to portfolio and risk management professionals (both within BlackRock and… more
- Publicis Groupe (New York, NY)
- **Overview** **How You'll Make an Impact** The Client Service Specialist will work across a portfolio of brands to develop growth strategies and ... expanding existing contract values and strategic growth across the client portfolio . **What You'll Achieve** + Own...you'll bring with you** : + 2-4 years of client management or sales experience across either… more
- First Horizon Bank (Germantown, TN)
- …is a hybrid position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations Specialist . The Mortgage ... of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse...closely with the Warehouse Lending Relationship Managers (RM) and Portfolio Managers to service the client 's daily… more
- First Horizon Bank (Memphis, TN)
- **Description** **Location:** On site in Memphis, TN **SUMMARY** The Client Specialist role supports the line of business by providing exceptional service and ... the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between...management and serving needs for teams and their portfolio of clients. **ESSENTIAL DUTIES AND RESPONSIBILITIES** * Open… more
- First Horizon Bank (Charlotte, NC)
- **Description** **Location:** On site at location listed in job posting. **Summary:** The Client Specialist role supports the line of business by providing ... the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between...management and serving needs for teams and their portfolio of clients. **Essential Duties and Responsibilities** + Open… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and assist with quarterly client reporting. + Maintain CRM and portfolio management systems (Salesforce, Orion). + Support meeting preparation and contribute ... to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're...Role We're seeking an experienced Client Service Specialist to join a boutique wealth management … more
- Bank of America (San Antonio, TX)
- Wealth Management Specialist San Antonio, Texas **To...Business Acumen + Customer Service Management + Client Management + Portfolio ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Chicago, IL)
- Investment Management Specialist Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the...Management products and services + Strong analytical and portfolio management skills with the ability to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role is based ... WFH 2 days once trained This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than… more
- JPMorgan Chase (Pasadena, CA)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or ... more Client Managers and serve as a contact point for...our clients, helping them build their commercial real estate portfolio for long term success. We pride ourselves on… more
- Bank of America (Northbrook, IL)
- Wealth Management Specialist Northbrook, Illinois **To proceed...Business Acumen + Customer Service Management + Client Management + Portfolio ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Los Angeles, CA)
- Wealth Management Specialist Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- BMO Financial Group (Minneapolis, MN)
- …ensuring exceptional value and service delivery. + Presents strategic reports to management , outlining key client trends, opportunities, and potential risks, ... and Portfolio Managers + Experience in collecting and reviewing client financial statements, including year end statements, tax returns, personal financial… more
- Truist (Atlanta, GA)
- …general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account ... Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- Bank of America (San Antonio, TX)
- Investment Management Specialist San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the...+ Trading Strategy + Trading and Investment Analysis + Portfolio Analysis + Portfolio Management … more
- JPMorgan Chase (New York, NY)
- …'s role is to know the portfolios they represent as if they were the Portfolio Manager ("PM"). The Investment Specialist should be fully integrated with the ... join our Alternatives Global Transportation team as an Investment Specialist . Our alternative strategies are designed to achieve specific...team is the primary point of contact with the client on investment matters, ie, portfolio results… more