- TIAA (Stamford, CT)
- Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for ... Sedentary Work **Career Level** 8IC **PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management is an individual client-facing, investment … more
- KeyBank (Tarrytown, NY)
- …+ Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist. + Shares intellectual ... growth goals. **ESSENTIAL JOB FUNCTIONS** **Advisory** + Responsible for overall portfolio construction and investment strategy needs of clients. + Reviews, monitors… more
- Historic Hudson Valley (Pocantico Hills, NY)
- …diverse business model that generates revenue from ticket sales, an investment portfolio , government grants, private contributions, and retail sales. The ... journal entries, and payroll. Incumbent must be a hands-on manager with impeccable integrity, the ability to quickly understand...as appropriate to the Director of Finance Monitor Fixed Asset accounts for proper coding of expenses Upload EFT… more