- Franklin Templeton (Broomall, PA)
- …Area). The Sr. Portfolio Manager (PM) develops and implements overall client portfolio investment strategy, as well as selection of equity, fixed ... and market valuation into a well-defined investment view, rationale, strategy, and portfolio construction applied across a diverse client base. Manage assigned… more
- NFP (Los Angeles, CA)
- …task management, stacks, workspace management, report creation. Fieldnet/A360 - run client portfolio reports, obtain Book of Business, retrieve applications, ... activities and initiatives that facilitate the new policy and client service processes. Must provide superior client ...and client service processes. Must provide superior client service by identifying the client 's wants… more
- Neuberger Berman Group LLC (Chicago, IL)
- …to act as a fund specialist, managing and coordinating all prospect / client -related matters and other non-investment needs. A successful candidate will need to have ... including due diligence questionnaires and data room monitoring Provide frequent fundraising, portfolio and pipeline updates to the global sales team Respond to… more
- Quanta Search (New York, NY)
- …work closely with the Global Investment Teams to build an Industry-standard client data and portfolio performance calculations function that ensures compliance ... management industry, including deep experience in the calculation and execution of portfolio performance and/or client reporting and data analytics *Proven… more
- Zions Bancorporation (Houston, TX)
- …notices of assignment are being followed. Will play a dual role between serving the client and controlling risk in the portfolio . Responsible for reviewing the ... operational reports to determine the appropriate risk grade for each Client in their portfolio . Assist in administering any workout plan along with the assigned… more
- Lovelace Biomedical Research Institute (Albuquerque, NM)
- …with a focus on expanding our pre-clinical contract research portfolio and building long-term, high-impact relationships.The Pre-Clinical Development Officer will ... research, operational, and executive teams to support program development, client acquisition, and strategic partnerships.Responsibilities include: Strategic Leadership: Develop… more
- Natixis Investment Managers (San Francisco, CA)
- …tax and risk in a time sensitive environment. Work with traders, operations, and client service to resolve portfolio management issues and enhance processes and ... Description The Associate Portfolio Manager (APM) will work with other members...third-party systems and tools to manage new and existing client accounts, loss harvest, and rebalance accounts. Thoughtfully trade… more
- Siemens (Raleigh, NC)
- …* Champion strategies that drive industry-leading net revenue retention across a diverse client portfolio . *Lead global renewal efforts and consistently meet or ... you. About the Job As Vice President, Head of Client Success, you will be responsible for leading our...Success, you will be responsible for leading our global client success organization and ensuring exceptional client … more
- US Bank (Denver, CO)
- …may have their own assigned client relationships and may also co-manage client relationships and portfolio credit quality with a Relationship Manager to ... region. Analyzes financial data and prepares comprehensive written analyses, analyzes portfolio credit quality, assists the Relationship Manager in presenting credit… more
- Sotheby's (New York, NY)
- …sales. The Client Accounts Receivable Manager is responsible for providing exceptional client service for a portfolio of sales. This position oversees all ... comply with both internal and external financial rules and regulations. RESPONSIBILITIES Client Accounts Activities Overseeing the billing and issuing of all … more
- Octagon (Charlotte, NC)
- …with both internal and external stakeholders Understand the financial service client 's sponsorship portfolio , business initiatives and values Generate recap ... THE JOB / Event Executive, Brand Campaigns (Financial Services Client ) EXPERIENCES / Responsible for planning and executing event and experiential marketing… more
- Northern Trust (Chicago, IL)
- …information, economic factors, and bond market conditions in conjunction with the client 's investment objectives. * Assists the portfolio managers in the ... markets and client objectives. * Broadens knowledge of fixed income portfolio management through various sources Knowledge: * Knowledge of investment theory and… more
- William Blair (Chicago, IL)
- …our established Client Services team which is responsible for communicating portfolio construction, positioning, and outlook to clients. The Senior Client ... preferred CFA preferred 7-15 years of institutional experience in consulting, client relationship management or institutional portfolio management required… more
- PBS Facility Service (Brooklyn, NY)
- …daily sales operations, ensuring alignment with company goals. Oversee and nurture the existing client portfolio in the expanded regional area (NY, NJ, CT, PA, ... drive our business growth. This role is pivotal in overseeing our current portfolio and spearheading expansion initiatives within the tri-state area (New York, New… more
- Merck & Co. (Rahway, NJ)
- …Biopharmaceutical Industry, Biopharmaceuticals, Business, Business Development, Client Counseling, Confidentiality, Cross-Cultural Awareness, Detail-Oriented, ... Judgment, Intellectual Property Law, Intellectual Property Management, Intellectual Property Portfolio Management, Legal Research, Legal Strategies, Management Process, Negotiation,… more
- The Computer Merchant Ltd (Boston, MA)
- …Define and maintain standards around data ingestion, enrichment and validation of client portfolio data into our Enterprise Data Management solution Perform ... scaled agile teams. Work as a member of the Client Implementation Team with the Development teams as well...plans and delivery estimates for projects involving integration of client middle or back-office data. Guide Clients on required… more
- Allstate (Chicago, IL)
- …sell-side counterparties for portfolio positioning and cash flow needs across 125+ client portfolios Analyze ex-ante portfolio risk and ex-post portfolio ... to offset the costs of internet and phone expenses. As the Senior Portfolio Manager in our Government Bonds & Cross-Asset Derivative team, you will play… more
- DEPT (Denver, CO)
- …SQL Server, Redshift, Databricks 5+ years of discovery and assessment of a client 's portfolio , tools, and applications Proven experience working directly with ... offer relocation at this time. The Role: We are looking for a well-rounded, client -savvy Data Engineer with strong experience in Customer Data Platforms (CDPs) and a… more
- NielsenIQ (Los Angeles, CA)
- … Manager to aid in supporting client needs and strategically managing client relationships across a portfolio of accounts. This is your opportunity to ... data assets and delivery value at a massive scale! NIQ's Retail Analytics Client Engagement Team works with companies to provide insights and thought leadership. Our… more
- Cigna (Chicago, IL)
- …needs. Portfolio Management: Drive growth, earnings and retention across your client portfolio , meeting targets for both new business and renewals. Work ... Executive, you are the face of Cigna to the client . Your focus is on spending time with clients...with clients in person to cultivate the relationship, addressing client issues, selling annual renewal rate increases in addition… more
