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The Portfolio Manager III collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include maintaining investment models, rebalancing portfolios, leading project level reviews, and participating in the firm's Investment Committee. The responsibilities include managing our portfolio management
Posted 4 days ago
Establish and maintain favorable relationships with current and prospective clients. Identify and capture opportunities to cross sell additional loan and other bank products to clients; including partnering with and referring business to internal business partners and related experts when appropriate to drive Bank profitability and efficiency. Provide support, as requeste
Posted 7 days ago
of Position Produce accurate and reliable financial data and other reports as required by internal or external users in support of 14 institutions. Provide training and guidance to others on accounting matters. Essential Functions Coordinate, assist with, and/or prepare consolidated Annual Financial Report schedules and footnotes, monthly financial reports, and Board meeti
Posted 5 days ago
Structuring IT portfolio management processes and partnering with Product Management on requirements management process or system to keep track of new, urgent, critical, and innovative services for the portfolio. Using metrics and data visualization effectively to report portfolio performance and support decision making at the team or organizational level. Working with IT
Posted 4 days ago
As a Portfolio Manager you will Lead the work of modeling and forecasting of Capital Market Assumptions (CMAs), including literature review of current academic and practitioner whitepapers. Lead the development and maintenance of the Strategic Asset Allocation (SAA) for State Farm Advisory Model Portfolios, including research on portfolio optimization, Monte Carlo simulat
Posted 6 days ago
The principal functions of the Portfolio Manager are to (1) continuously monitor and assess the credit profiles of the customers in her/his assigned portfolio; (2) help retain customer relationships by providing exceptional service; (3) assist with routine issues such as overdrafts, wires, new account openings, etc.; (4) ensure that renewals, extensions and annual reviews
Posted 7 days ago
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and
Posted 8 days ago
77 West Wacker Dr (35012), United States of America, Chicago, Illinois Senior Associate, Anti Money Laundering (AML) University Governance & Reporting The AML University (AMLU) Governance & Reporting team is seeking a Senior Associate who will work closely with members across the AML organization to support governance of the AML Training Program. This includes control owne
Posted 3 days ago
You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound financial advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as an Investment Manager. You'll be positioned for a great career! Job Descript
Posted 8 days ago
Primarily responsible for the oversight of all encompassing OFAC related activities, including, but not limited to, the answering of OFAC related questions, alerts, and inquiries. In addition, assist in the management of the Bank's OFAC program to ensure the Bank is in full compliance with all OFAC related activities, sanctions compliance, and governance. Responsibilities
Posted 23 days ago
General Description The Summer Intern Regulatory Compliance will work with the Regulatory & Compliance team. This is a paid 10 week, full time internship that will start on or around June 2024, with an end date in August 15, 2024. Main accountabilities Read and become familiar with North American Electric Reliability Corporation (NERC) Operations and Planning (693) and Cr
Posted 8 days ago
The BSA Analyst I will report to the VP Client Risk Review Officer. Responsibilities will include, but not limited to, conducting BSA/AML investigations, due diligence, and tracking. In addition, analyzing alerts and incidents generated for unusual activity that are generated within the bank's Transaction Monitoring Systems (TMS), Verafin. Position may include preparation
Posted 1 month ago
The Portfolio Manager is responsible for managing and growing a portfolio of dealer clients with lines of credit that range from $50,000 to $2,500,000 within the Pasadena, Beaumont, & East Texas geographic territory. The primary responsibilities include building and maintaining relationships with clients, optimizing the portfolio through the clients' use of the line of cr
Posted 3 days ago
Capital One
- Richmond, VA / McLean, VA / Plano, TX / 4 more...
West Creek 3 (12073), United States of America, Richmond, Virginia Anti Money Laundering Supervisor, Special Investigations Unit Job Description Job Title Anti Money Laundering (AML) Supervisor Level Sr. Associate The Anti Money Laundering (AML) Supervisor, also referred to as an AML Sr. Investigator II, supervises various AML processes, which might include suspicious acti
Posted 14 days ago
Capital One
- Richmond, VA / McLean, VA / Plano, TX / 4 more...
West Creek 3 (12073), United States of America, Richmond, Virginia Special Investigations Unit (SIU) Anti Money Laundering Supervisor Job Title Anti Money Laundering (AML) Supervisor Level Sr. Associate The Anti Money Laundering (AML) Supervisor, also referred to as an AML Sr. Investigator II, supervises various AML processes, which might include suspicious activity invest
Posted 21 days ago
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