- 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
- HSBC (New York, NY)
- … range includes global custody, UK sub custody, trustee and depository services , investment administration , performance consultancy, securities lending, ... revenues globally, ensuring that a high level of customer service is maintained within the agreed client mandate and...you will: + HSBC Agency Lending sits within the Securities Services (SSv) asset class as part… 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
- 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
- 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
- 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
- Raymond James Financial, Inc. (Las Vegas, NV)
- **Job Description Summary** Participate in developing investment recommendations for portfolio manages relating to existing and potential investments, through ... relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. Develop own capabilities… more
- Commerce Bank (Leawood, KS)
- …planning, estate and tax planning, investment management, private banking and trust administration services . Our approach to wealth management means assembling a ... establishment of investment objective, asset allocation, selection of specific securities , investment performance reporting, and client service . Essential… more
- TD Bank (Fort Lauderdale, FL)
- …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
- City National Bank (Los Angeles, CA)
- …and licensed representatives in client servicing, business development, retention, and portfolio management efforts. Assist clients with escalated service and ... *LEAD CLIENT SERVICES OFFICER - In Office, Los Angeles, CA....* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting… more
- New York State Civil Service (Albany, NY)
- NY HELP No Agency Financial Services , Department of Title Surveillance Operations Analyst (Financial Services Specialist 2 (Risk), SG-23) Occupational Category ... Zip Code 12257 Duties Description The New York State Department of Financial Services seeks to build an equitable, transparent, and resilient financial system that… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …procedures, and service offerings related to uniquely tailored fiduciary services . Candidate may administer a limited portfolio of high-net-worth personal ... to further develop, grow, enhance, and maintain tailored trust and estate administration solutions, including, but not limited to leading the Private Wealth Trust… more
- New York State Civil Service (Albany, NY)
- NY HELP No Agency Financial Services , Department of Title Senior Manager, Data Architecture (Financial Services Specialist 4 (Risk), SG-27) Occupational Category ... Zip Code 12257 Duties Description The New York State Department of Financial Services seeks to build an equitable, transparent, and resilient financial system that… more
- CIBC (San Francisco, CA)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions required to ... This role also provides oversight on some aspects of the Client Service Associate's responsibilities. **_At CIBC we enable the work environment most_** **_optimal_**… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …expertise regarding overall financial planning issues which may include portfolio design, Social Security, healthcare planning, retirement income planning, long-term ... Resolves or recommends solutions to complex problems. Deliver superior client service through accuracy, timeliness, and consistency. Continuously gains knowledge of… more
- Wellington (Boston, MA)
- …activity across portfolio management, fund administrators, agents, and loan administration service providers + Oversight of daily operations activities at ... firm, including private investment valuation and operations, investment product and fund services , legal & compliance, tax, and information technology to develop and… 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
- Raymond James Financial, Inc. (Coral Gables, FL)
- …and clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, ... and markets through on-going education. Responsibilities Reviews clients' current portfolio design, understands client goals, enters client data, and conducts… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …to establish the appropriate asset allocation and to review and approve portfolio changes. + Interacts with beneficiaries, their advisors and Financial Advisors in ... the trusteed IRA administration process. + May participate as a voting member...Answers general Financial Advisor inquiries regarding estate planning, trust services , estate taxes and other relevant topics. + Develops… 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