- Bellwether (Dallas, TX)
- …Dallas. Overview The candidate will assume the role of Associate, Client Service Operations in an established investment management firm (Torchlight) working with a ... real estate related products. The role will involve collaboration with the portfolio managers, asset management and underwriting team to aggregate data for client… more
- MUFG Bank, Ltd. (New York, NY)
- …Loan Workout Specialist, Vice President in our New York or Dallas office to service , monitor, and manage a distressed loan portfolio of wholesale corporate and ... to MUFG. Performance is measured on a combination of return to MUFG and account administration . Assigned portfolio size will vary based on size and complexity of… more
- BOK Financial (Addison, TX)
- …worth portfolios You will directly communicate with the clients you support for any service needs on their portfolio You will develop relationships with your ... Deadline: 07/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities , Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates… more
- State Street Corporation (Irvine, CA)
- …to us When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to State Street. ... new Alpha Clients. As an integrated component of the front to back Alpha services , we offer our clients flexible collateral solutions and capabilities to deal with… more
- BOK Financial (Fort Worth, TX)
- Req ID: 75759 Location: Fort Worth -FTWT Areas of Interest: Treasury Services Pay Transparency Salary Range: Not Available Application Deadline: 07/30/2025 BOK ... Financial Corporation Group includes BOKF, NA; BOK Financial Securities , Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill… more
- CUNA Mutual Group (Madison, WI)
- …Maintain process manual; schedule team meetings; maintain website access, subscription services , etc. Position Specific: Investment Administration - Private ... to by TruStage Capital Advisors. Manage the servicing and monitoring of portfolio investments for TruStage Capital Advisors on behalf of TruStage. Design and… more
- MUFG (Los Angeles, CA)
- …from origination and diligence through to closing and liaising with the Portfolio Group by applying in-depth knowledge of the project finance market, credit ... analysis and administration Advise clients on matters pertaining to commercial and...Finance, Engineering, or another relevant field Accounting or Financial Services work experience (minimum 3 years for Associate); preferably… more
- US Bank (Henderson, NV)
- …circumstances Facilitate the delivery of strategies and capabilities including portfolio management, trust administration , investment advisory, and insurance ... of the securities industry, including investment and insurance products and services Knowledge of private banking products and services , including credit… more
- US Bank (Bend, OR)
- …circumstances Facilitate the delivery of strategies and capabilities including portfolio management, trust administration , investment advisory and insurance ... of the securities industry, including investment and insurance products and services Knowledge of private banking products and services , including credit… more
- US Bank (Wisconsin Rapids, WI)
- …responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration , investment advisory and insurance. ... views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance … more
- JPMorgan Chase (Jersey City, NJ)
- Join JPMorgan's Portfolio Administration Team and play a pivotal role in ensuring client satisfaction and operational excellence. Be part of a team that values ... precision, collaboration, and innovation. As a Portfolio Administration Team Lead, you will work...provide oversight and leadership for the delivery of PA services to clients. You will ensure that client needs… more
- JPMorgan Chase (Boston, MA)
- JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest ... fund and portfolio administration businesses in the industry, administering...Hong Kong, Jersey, Singapore, Toronto, and Sydney. We provide administration services to more than 150 clients… more
- JPMorgan Chase (Brooklyn, NY)
- JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest ... fund and portfolio administration businesses in the industry, administering...Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients… more
- TD Bank (New York, NY)
- …York, New York, United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $100,000 - $120,000 USD TD is committed to providing fair ... works cooperatively to support the CIB Credit function of the TD Securities . + Manages ambiguity, and applies judgement to identify, troubleshoot and resolve… more
- JPMorgan Chase (Boston, MA)
- …with a diverse team, and contribute to one of the largest fund and portfolio administration businesses in the industry.The business was launched in November 2005 ... Boston, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- …including asset allocation and risk control management. Monitors performance of securities in assigned portfolios. Recommends and selects portfolio strategies ... INVESTMENTS PORTFOLIO MANAGER Print (https://www.governmentjobs.com/careers/louisiana/jobs/newprint/5014428) Apply INVESTMENTS ...prudent and profitable trading of fixed income and/or equity securities in order to satisfy the cash management and… more
- SMBC (New York, NY)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... other infrastructure transactions in North America. The role entails performing credit monitoring/control/ administration of a portfolio of borrowers with a view… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and ... papers for Financial Advisors. + Assists with preparation of presentations, portfolio /equity analyses, and proposals for High Net Worth and institutional clients… more
- SMBC (Jersey City, NJ)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Commercial Real Estate Portfolio Management Sr Manager for the Hospitality Finance Group (HFG) to be responsible for ... day-to-day management of HFG's loan portfolio . The position will include leading...of the loans post-closing + Work with the Loan Administration , Disbursement Administration and Treasury Management teams… more
