- TIAA (Stamford, CT)
- Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for ... portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of… 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
- ADP (Milford, CT)
- …truly values your contributions, and in return, rewards you handsomely. Major Accounts Private Equity District Manager trainee As a Major Accounts Private ... 600,000 companies across the globe manage their most valuable asset -- their employees. For 60 years, we've led...new business opportunities by driving strategic HCM initiatives within Private Equity Firms and their portfolio companies.… more
- WTW (Stamford, CT)
- …portfolios consistent with objectives and house views + Conduct solution focused / oriented manager due diligence for the broad asset classes - IG credit, ... Participate in regular reviews of the credit model portfolios / multi- manager solutions including proactively recommending asset allocation and/or implementation… more
- GE Aerospace (Norwalk, CT)
- …the research and analysis of private market investment strategies, manager due diligence, and post-investment portfolio monitoring. Alternatively, experience ... investment managers and co-investments, and actively monitoring the existing portfolio of private investments. The ideal candidate...candidate will demonstrate expertise across one or more major asset classes within the private markets (… more
- US Bank (Greenwich, CT)
- …and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio construction resulting ... With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your… 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