- Principal Financial Group (New York, NY)
- …customized portfolio strategies with a focus on regulatory capital efficiency, asset - liability management (ALM), accounting standards, and optimized ... IFRS 17, and Bermuda Monetary Authority (BMA). + Strong command of capital adequacy, asset - liability management , and solvency metrics (using Solvency II). +… more
- HSBC (New York, NY)
- …individual wealth planning, retail wealth management and retail and institutional asset management products. The role requires strong partnership with the ... With primary focus on retail wealth planning, retail wealth management and asset management +...To exercise risk steward challenge, act as independent trusted advisor in governance forums, issue management , fostering… more
- Terumo Medical Corporation (Somerset, NJ)
- …to support course curriculum and oversee content is approved through internal asset review process + Develop, plan, and execute Professional Medical Education HCP ... planners to coordinate seamless execution of logistical details. + Act as an advisor and consult with the field organization to uncover HCP learning needs and… more
- City National Bank (West Hollywood, CA)
- …Interact with clients, prospects and colleagues on a regular basis providing asset management , financial planning, and brokerage services advice. Less ... SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary...that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure client asset… more
- City National Bank (Los Angeles, CA)
- …portfolio across middle market, commercial banking, and mid corporate clients as well as asset management and/or entertainment firms. * Act as a senior ... * ADVISOR SENIOR - FOREIGN EXCHANGE* WHAT IS THE...law shall be subject to criminal penalties and civil liability . *Represents basic qualifications for the position. To be… more
- Bank of America (Boston, MA)
- Financial Solutions Advisor - South End Financial Center Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Financial-Solutions- Advisor South-End-Financial-Center\_25042462-1) **Job Description:** At Bank of America, we… more
- Grant Thornton (Chicago, IL)
- As the Income/Franchise Tax Manager - Asset Management , you'll deliver a full range of tax planning, consulting, and compliance services for your multiple ... tax matters, on all phases of project and engagement management , because together is how we succeed. From day...business and process improvement and serve as a business advisor to client + Other duties as assigned You… more
- First Horizon Bank (Atlanta, GA)
- …Demonstrable subject matter expertise in one or more of the following areas: Asset and Liability Management (ALM), Capital Planning, Stress Testing ... audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the...with a deep understanding of banking and financial risk management ; + provide critical assurance and advisory services on… more
- Truist (Nashville, TN)
- …sheet and cash flow analysis, to include long term planning for retirement income. Asset / liability management and review is key to overall client planning. ... concepts into the overall service model of a Financial Advisor team, as well as client engagement. Provides leadership...Work closely with the Financial Advisors and PCG Portfolio Management Officer to help the team devise the appropriate… more
- BlackRock (San Francisco, CA)
- **About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management , risk ... USWAs mandate is to deliver One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is...required. + A minimum of 3+ years investment or asset management experience. + Sales experience within… more
- Athene (West Des Moines, IA)
- …with other miscellaneous derivative activities including trade booking, derivative pricing, and asset liability management -related activities. The focus of ... work with the Portfolio Managers to assist in the management of the firm's hedging programs in accordance with...timely basis, which are used by portfolio managers and asset liability managers in assessing various portfolio… more
- City National Bank (Chicago, IL)
- …developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. ... decisions, to achieve clients' investment goals. WHAT WILL YOU DO? * Relationship Management * Expand and deepen relationships with financial advisors and clients. *… more
- BlackRock (Boston, MA)
- …analytics to facilitate sales Individuals with a strong passion for the asset management industry and capital markets **Primary Responsibilities:** + Embrace ... CAIA or CFA preferred + Minimum 3+ years in asset management sales + Strong financial services...financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills… more
- City National Bank (Augusta, ME)
- …business development * Masters Degree preferred * Working knowledge of portfolio management , including knowledge of investment techniques and asset allocation, ... in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of… more
- Heritage Financial Credit Union (Middletown, NY)
- …Finance Oversight + Provide executive leadership of financial operations, including asset / liability management , capital adequacy, budgeting, and forecasting. ... new and critical position that goes far beyond traditional risk management . This executive role oversees Finance, Information Technology, Strategic Business… more
- BlackRock (Atlanta, GA)
- …The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock ... quotas + Candidates with proven relationship building skills + Strong Passion for Asset Management Industry and Capital Markets **Skills and Qualifications** +… more
- Quanta Services (Aurora, CO)
- …critical, entertainment, and healthcare.At IME, our people are our most valuable asset . We are committed to fostering a culture that prioritizes safety, quality, ... the organization's overall initiatives. What You'll Do Key Responsibilities: Relationship Management : Build and maintain strong relationships with existing clients,… more
- Fannie Mae (New York, NY)
- …to multifamily or corporate initiatives, low-income housing tax credit (LIHTC) investments, and asset management or regulatory concerns. You will act as a ... in the housing ecosystem. In this role, you will consult with team members and management to provide core legal counsel and services to the company on a variety of… more
- Boart Longyear (Salt Lake City, UT)
- …programs. **Responsibilities** **Strategic Legal Leadership** + Serve as the primary legal advisor to the Drilling Services CEO and Executive Team. + Provide ... operations. + Advise on corporate governance, M&A, joint ventures, and risk management . + Ensure legal strategies align with business growth and operational… more
- Citigroup (Los Angeles, CA)
- …Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. Citi… more
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