- Amerant Bank (Tampa, FL)
- …conformity with the Bank 's policies and procedures. This also includes assisting Head of Segments and Relationship Managers in collaborating with other bank ... software, prepare comprehensive analysis, and credit approval package according to Bank credit programs and policy.Accurately review and measure the financial… more
- PNC (Atlanta, GA)
- …to contribute to the company's success. Position Summary: As the Head of Private Bank and Asset Management Marketing, you will lead a lifecycle ... the growth of the Asset Management Group (AMG) division, inclusive of Private Bank and Institutional and Asset Management businesses. We are seeking a… more
- Bank of America (New York, NY)
- …structures, exclusivity, capacity and protection rights for Merrill and Private Bank clients and drafting distribution agreement with asset managers * Lead ... Strategy Head - Hedge Fund Origination & Product Management...wealth management lines of business (including Merrill and the Private Bank ). The Hedge Fund Origination &… more
- Citigroup (Jersey City, NJ)
- **Duties and Responsibilities** : Under the supervision of the head of Investment Management Oversight for Citi Trust NAM, the Investment Analyst will help oversee ... in accordance with the Trust Risk Policy + Monitor and research daily asset allocation and restriction alerts to ensure that violations are resolved +… more
- Citigroup (New York, NY)
- …model with high-touch service provided by both bankers and product specialists. The Citi Private Banking (CPB) LATAM Business Execution Head (CPB LATAM BE ... Citi Private Banking serves approximately 13,000 Ultra High Net...from core banking and lending to discretionary and advisory asset management, capital markets and corporate finance and operates… more
- Neuberger Berman (New York, NY)
- …2023) across a range of strategies-including equity, fixed income, quantitative and multi- asset class, private equity and hedge funds-on behalf of institutions, ... Neuberger Berman is seeking a Head of Treasury for the NB Alternatives platform....Officer for NB Alternatives. **Responsibilities:** + Building and maintaining bank and credit rating agency relationships + Negotiation of… more
- Equitable (Charlotte, NC)
- Head of Liquidity Management ( 2400006N ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED STATES-NY-New York **Organization** : ... ready to join an organization that will help unlock your potential? The Head of Liquidity Management is a strategic role responsible for overseeing liquidity… more
- JPMorgan Chase (San Francisco, CA)
- …across the firm, including but not limited to Venture Capital Relationship, Private Bank and Investment Banking partners. **Required Qualifications, Capabilities ... The Head of Technology in Middle Market Banking &...to provide solutions to clients across the Treasury Services, Asset Management, Credit and Investment Banking product sets, working… more
- Manulife (Los Angeles, CA)
- …with Head Office Property Accounting, regional Property Managers and Asset Managers, and other collaborators. Assets managed will be within Manulife/ John ... reporting from regional Property Managers. Consolidate results for review with regional Asset Managers. + Liaise with Head Office Property Accounting on… more
- Morgan Stanley (New York, NY)
- …*Bachelor's degree required *Minimum 3-5 years of lending and credit experience in private bank , investment bank and/or commercial bank ... Loans (SBL) and Cash Surrender Value of Life Insurance policies (Life Insurance Loans). The Asset Manager will report to the Head of Asset Management for… more
- Morgan Stanley (New York, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Asset /Investment Management* **Title:** *Liability Management - Private ... governments, institutions, corporations and individuals worldwide. The Morgan Stanley Private Credit ("MSPC") Liability Management team is responsible for the… more
- Mizuho Corporate Bank (Jersey City, NJ)
- …(Agency/Bilateral Loan Administration) AVP is responsible for assisting the Section Head in supervising the Agency / Bilateral Loan Administration Section; ensures ... accurate and timely administration / servicing of the Bank 's agented loan portfolio; ensures daily activity comply with state and federal laws, regulations and … more
- Citizens (Charlotte, NC)
- …credit underwriting, client marketing, and deal execution. The role will report to the Head of Asset -Backed Finance and be based in Charlotte, NC. The CCS ... Description The Asset -Backed Finance (ABF) Associate/VP role will support senior...based middle market credit managers, including Direct Lenders and Private Capital managers. Responsibilities + Support all aspects of… more
- HSBC (New York, NY)
- … asset management business, asset management business and the global private bank . The role holder will need to review documentation and conduct ... travel. This role will directly report to the Global Head of Fund Manager Research. They will be responsible...the bank . Knowledge of operations in the asset management business or real estate and private… more
- Citigroup (New York, NY)
- …The CIO will: * Establish, enhance, and broaden the advice we provide to Private Bank , Wealth at Work and Citigold/Citigold Private clients globally ... and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as...The Chief Investments Officer (CIO) will report to the Head of Wealth Management and is a senior member… more
- CIBC (Chicago, IL)
- … Bank . + Actively develop referral relationships with other areas within the Bank , specifically Middle Market, Regional offices, Private Wealth, and Retail. + ... We're building a relationship-oriented bank for the modern world. We need talented,...memo and discussions with PM's, GPM, Team Lead and head of Business Banking + Responsible for the LP… more
- Scotiabank (New York, NY)
- …& industrial. The Director will: + Provide leadership for the bank 's developing non-investment grade financing business that effectively balances the time-sensitive, ... US non-investment grade credit risk management framework, including the bank 's risk appetite, to ensure that Scotiabank's expansion into...Risk Management and will work closely with the US Head of Credit Risk, and the US Chief Risk… more
- SMBC (New York, NY)
- …Experience in debt advisory, acquisition finance, bond and equity underwriting, private placements, foreign exchange, asset securitization, cross-border M&A, and ... in North America with the oversight of the sector head and/or other senior colleagues. + Present transactions internally,...a project finance team at a mid-sized or global bank , advisory boutique, or asset management firm.… more
- Scotiabank (New York, NY)
- …and declines; + Ensure that all credit adjudications and daily practices adhere to Bank policies and procedures. + Produce reports on the syndication book and aged ... underwritings to ensure the bank 's portfolio is aligned with its risk appetite and...regulatory reviews, and projects + Coordinate and work with Head Office Global Risk Management, when necessary, in matters… more
- Scotiabank (New York, NY)
- …including AML transformation programs and data governance audits with support from Head Office IT audit teams. Apart from the technical skills noted above, ... + Review and evaluate the IT environment and provide assurance over the Bank 's IT applications, data, security, ETL, interface controls, report logic, and project… more
