- 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
- PNC (New York, NY)
- …Job Responsibilities: Portfolio Management * Manage the Agency Mortgage-Backed Securities portfolio to meet performance goals and support ALM objectives. ... and Reporting * Assess and manage risks associated with the Mortgage-Backed Securities portfolio . Maintain prepayment models specific to ALM portfolio… more
- Raymond James Financial, Inc. (Paramus, NJ)
- …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
- TD Bank (New York, NY)
- …is a fully integrated wealth management business that provides products and services (designed for High-Net-Worth, Institutional and Mass Affluent clients of TD ... Bank, NA encompassing banking, custom credit, asset management, securities , investment advisory and insurance) through multiple legal entities (TD Bank NA, TD… more
- Fluent (New York, NY)
- …relating to securities law compliance and disclosure matters, including the administration of the Insider Trading Policy + Collaborate with the Finance and ... Advise on executive compensation programs with a view to securities law compliance + Prepare, review and negotiate contracts...and consulting agreements as needed and assisting with the administration of the Company's 401(k) and equity grants +… 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 ... 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
- MUFG (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
- 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 ... 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
- 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
- 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 ... 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
- 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 ... 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
- 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 ... 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
- Bank of America (New York, NY)
- …impact. Join us! **Job Description:** Manages the end-to-end credit process for a portfolio of Private Wealth Management clients and works with the Central ... Administration Unit to effectively monitor deals post close including...mentoring of more junior credit specialists/analysts within GWIM Credit Services , pipeline management for specific markets, involvement in policy… 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 ... 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
- 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 ... 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
- JPMorgan Chase (Brooklyn, NY)
- …Description** 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
- 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
- US Bank (New York, NY)
- …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
- Raymond James Financial, Inc. (Hackensack, NJ)
- …includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high-net-worth families and private business ... * Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and...visits. * Educates client on the functions of various securities markets and the principal factors that affect them.… 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 ... 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