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The Investment Grade Separately Managed Account Municipal Bond Portfolio Manager will assist in managing SMAs focused on investment grade municipal bonds. Oppenheimer & Co. Inc. is seeking an Investment Grade Separately Managed Account Municipal Bond Portfolio Manager (Associate/ Director) to join our team and contribute to our commitment to delivering exceptional service and results.
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Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. Execute trades for SMAs in line with portfolio strategies and market conditions.
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The Account Manager will have responsibility for leading DNV's client facing strategy within the Americas market, having a main focus in the US, further developing our relationship with our existing clients, supporting them to ensure they are capitalizing on the latest leading software offering.
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Working closely together with his/her peers and the OC functional matrix (business leadership, Strategic marketing, S&T, Product Engineer, SC, CST & Operations), the Key Account Manager, defines & executes a Key account strategy for the accounts of his/her portfolio, in accordance with the short, medium and long-term business objectives.
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You will also be responsible for account management activities for a portion of CLE's middle market portfolio including review of quarterly trend cards, covenant tracking, financial statement analysis.
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Have continued oversight of middle market portfolio companies. The focus will be on execution of acquisition, recapitalization, restructuring, leveraged buyout, asset based lending and refinancing transactions in the middle market.
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Drive execution of Middle Market cash flow and leveraged buyout loan transactions. Development and recommendation of credit hits of the assigned portfolio in conjunction with the Head of Portfolio Management and Credit Recovery Manager.
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Chubb is currently seeking an Inland and Ocean Marine Underwriting Manager to join its Middle Market Commercial Insurance practice in the Southeast Region sitting in Alpharetta, GA; Charlotte, NC or Tampa, FL.
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Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and venture-backed businesses.
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The Account Manager, Middle Market manages PitchBook's key middle tier customer relationships. Act as primary point of contact and business partner for a dedicated portfolio of PitchBook's key middle market clients via in-person meetings, phone, and/or email.
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Develop and own the long-term strategy; define growth goals and execution plans to increase engagement and footprint with middle market clients over a multi-year time horizon. Participate in monthly global account manager meetings to share learnings, success stories, and to improve processes.
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The Account Manager will be dedicated to finding additional opportunities within current client accounts, addressing client needs on an ongoing basis, and establishing lasting relationships with crucial decision makers.
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Interacts with C&I Middle Market Manager and Vice President and may interact with leadership throughout the organization to identify issues that warrant future projects. Deliver premier account management to Middle Market key account customers with other Customer Service Managers and Specialist across Entergy Louisiana.
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In addition to deposit/account colleagues as mentioned above, to maintain and cultivate an effective working relationship with Internal (credit administration, middle market lending credit staff, loan servicing and other departments) and External (borrowers, attorneys, and agent bank) stakeholders.
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6 or more years of experience working as an Account Director, Group Account Director, or Client Partner capacity serving Fortune 2000 and upper middle market clients. Supports the Client Account Manager on the communication between the One North team and the client.
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