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Client Portfolio Manager jobs in New York, NY

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GLOBAL CLIENT MANAGER

Operate with a strong leadership and commercial focus ensuring tight alignment to the objectives of the Business, whilst enabling the right service delivery with a view to enhancing our clients experience, in a controlled and ris...

CompanyHsbc
AddressNew York, NY
CategoryInformation Technology
Job typePermanent - Full Time
Date Posted 7 days ago See detail

Global Client Manager

Hsbc

New York, NY

Operate with a strong leadership and commercial focus ensuring tight alignment to the objectives of the Business, whilst enabling the right service delivery with a view to enhancing our clients experience, in a controlled and ris...

7 days ago seen See more...

Managing Director, Sr. Client Partner (Banking & Financial Services)

Ntt Data, Inc.

New York, NY

Actively collaborate with Sales to hunt for new accounts, targeting 1-10 new logos depending on level Leverage Sales support, ensure clear GTM messaging across accounts Develop and maintain strong relationships with client execut...

3 days ago seen See more...

Sales Executive III - Client Management

York State Department Of Labor

New York, NY

* Manages, plans, organizes, leads and controls balanced sales growth, continued account penetration and customer satisfaction on a long-term multi-year focus. * Other related duties assigned as needed.EDUCATION REQUIREMENTSBachel...

a week ago seen See more...

Tax Managing Director, Private Client Services

Bdo Consulting

New York, NY

Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities. Provides Executive presence and acts as the primary client contact for...

a week ago seen See more...

Tax Manager, Private Client Services

Bdo Consulting

New York, NY

Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities. Works directly with clients and their advisors to gather information needed t...

2 weeks ago seen See more...

Private Client Manager

Bank Of America

New York, NY

$100,000 - $138,700 a year

Deepens existing client relationships by offering basic banking and credit products (i.e., personal credit lines, mortgages) Partners with team members to grow the existing books' balances and Year over Year revenue Encourages use...

3 weeks ago seen See more...

Global Markets Credit Lending Portfolio Management – Director

Bank Of America

New York, NY

$126,000 - $237,800 a year

Deliver the comprehensive view of the GMC Lending portfolio, including providing key stakeholders timely and succinct updates, summaries, and presentations on exposure, risk exposures, forecast, and key drivers. Drive an efficient...

3 weeks ago seen See more...

Associate, Fixed Income Portfolio Management

Blackrock, Inc.

New York, NY

Develop a deep understanding of client specific guidelines and objectives, and customize portfolio construction accordingly. Coordinate across sector teams to ensure targets are implemented in a timely and consistent fashion. Cont...

3 weeks ago seen See more...

Assistant Manager, High Jewelry Client Development

Van Cleef & Arpels

New York, NY

$77,000 - $90,000 a year

Support boutique network in their needs linked to High Jewelry sales: With emphasis on Managing all Certificate of Authenticity related to a High Jewelry sale, and Managing any and all special order box requests Publishing monthly...

3 weeks ago seen See more...

Tax Manager - Private Client Services - Partnerships

Ernst & Young Llp

New York, NY

Competitive

Researching tax issues to develop effective tax planning strategies. Open to all types of tax work from entity to individual. Translating complex data from a range of sources into client-ready insights and deliverables. Buildi...

3 weeks ago seen See more...

Client Service Representative, Prime Client Management

Hsbc

New York, NY

Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets. Develop strong and productive relationships with the client base, ensuring current and future ser...

3 weeks ago seen See more...

Manager Client Development

Advantage Solutions

New York, NY

Full-Time Benefits (Medical, Dental, Vision, Life). 401(k) with company match. Training and Career Development. Generous Paid Time-Off. Increase sales through efficient management of promotional spending within Client guidelines.....

3 weeks ago seen See more...

Associate Client Management

Hsbc

New York, NY

Review business documentation and other additional information provided by the line of business to ensure customer files are up-to-date and in line with policies and Global Banking procedures to reduce risk Maintain relationships...

4 weeks ago seen See more...

Fund Portfolio Management, Prime Europe - Real Estate Investing - Associate

Eaton Vance

New York, NY

One of the most active property investors in the world for over three decades, MSREI employs a patient, disciplined approach through global value-add / opportunistic and regional core Real Estate investment strategies. With 17 off...

4 weeks ago seen See more...

Tax Services Manager - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Experience in economics...

3 weeks ago seen See more...

Tax Services Manager - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Experience in economics...

3 weeks ago seen See more...

Tax Services Manager - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Experience in economics...

3 weeks ago seen See more...

Fixed Income Portfolio Management Vice President

Eaton Vance

New York, NY

- Bachelors degree or higher and excellent academic credentials.- 3-7 years related buy/sell side Fixed Income experience with demonstrated success in area of focus.- Fixed IncomePortfolio Management experience is preferred.- Po...

4 weeks ago seen See more...

US Seasonal Tax-Financial Services Organization-Private Client Services- Manager

Ernst & Young Llp

New York, NY

Competitive

A strategic eye toward prioritizing when working on multiple complex projects. Experience performing high quality review of complex tax returns. Knowledge/experience in handling Individual, Gift, Trust, and Estate Tax Returns 104...

a month ago seen See more...

CIB - CRE Capital Markets and Portfolio Management Control Officer

Wells Fargo

New York, NY

Lead complex initiatives designed to mitigate current and emerging risks within the CRE Capital Markets businesses and the Portfolio Management group. Act as key participant in monitoring, evaluating, and measuring the impact of d...

a month ago seen See more...

Senior Underwriter/Portfolio Manager - Sponsor - Now Hiring

First Citizens Bank

New York, NY

$150000 - $175000 per year

Act as a primary contact to Borrowers CFOs and Controllers and manage bank group syndicates when First Citizens serves as Administrative Agent. Monitor individual accounts for performance and covenant compliance trend. Underwrite...

a month ago seen See more...

Senior Portfolio Manager - TMT (Hybrid)

First Citizens Bank

New York, NY

$150000 - $175000 per year

Work with the Telecom, Media & Technology team monitoring a portfolio of TMT accounts. Industry subsectors include (a) Towers, (b) Communications, (c) Technology, (d) Gaming , (e) Entertainment/Media and (f) Data Centers. . Engage...

a month ago seen See more...

Portfolio Manager - US High Yield

Alliancebernstein

New York, NY

As part of the AB Fixed Income process, you will be proficient in integrating quantitative methods into portfolio management and you will be an expert on credit markets and fundamentals. We realize that it's our people who give us...

a month ago seen See more...

SVB VP I Portfolio Management- Start Up Banking - Now Hiring

First Citizens Bank

New York, NY

$102567 - $153851 per year

Prior experience as a startup founder, operator, investor, or ecosystem builder. Domain expertise in consumer technology or climate technology sectors. Possess a strong network in the tech startup ecosystem. Strong communication,...

a month ago seen See more...

Director- Underwriter and Portfolio Manager, Renewable Energy

Capital One

New York, NY

Lead and compile due diligence to draw conclusions on material current and future risks and mitigates; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across...

a month ago seen See more...

Alpha Generating Portfolio Managers- Global / $ Base + PnL Cut

Pix11

New York, NY

This well capitalized, sizable and consistently profitable firm (with extremely low market correlation, beta The Head of the desk would now like to appoint a number of experienced systematic traders who can fully exploit and lever...

2 months ago seen See more...

Solution Portfolio Manager

Meta

New York, NY

$151,000 - $208,000 a year

Manage multiple concurrent portfolios and/or programs with multiple work streams that require cross-functional stakeholders' engagements. Partner with Solution Design and People Engineering team to drive execution of technology so...

2 months ago seen See more...

Junior Enterprise Architect/Analyst Exp with Application Portfolio Management (NYC - Hybrid)

Omg Technology

New York, NY

Provide support and advise for product owners, risk analysts, governance personnel, and architects in the application data governance domain. Collaborate with peer groups across Technology, Risk, Architecture, and the LOBs to iden...

2 months ago seen See more...

CRE Portfolio Manager - Associate

Citi

New York, NY

$175,000 - $225,000 a year

3 years of relevant experience in real estate and portfolio management Advanced MS Excel modeling skills; proficiency with MS office required; Familiar with database technology Bachelor's degree in Finance or closely related areas...

2 months ago seen See more...

Commercial Credit Portfolio Manager, AVP

Apple Bank For Savings

New York, NY

$135,000 - $185,000 a year

Assist in monitoring process the loan portfolio and updating risk management reporting tools, in collaboration with Management, loan administration and operations staff and other key stakeholders. Monitor reporting and compliance...

2 months ago seen See more...

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