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Through its relationship with CUSO Financial Services, L. P. (CFS) Citadel Credit Union is seeking a Wealth Management Associate in the West Chester, PA area. As a Wealth Management Associate, you will play an integral role in the success of Citadel.
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Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
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The Manager, Portfolio Management will manage client relationships for a portfolio of loans and will collect and review financial reporting and compliance, conduct risk management, perform financial and organizational assessments, follow industry trends and risks, and respond to client needs such as requests for modifications or extensions.
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Proactively identify loans that show signs of deterioration in credit quality and work with the Director, Portfolio Management and Director, Head of Credit to develop strategies to support the client and mitigate risk of further deterioration and loan loss.
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Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
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The Manager, Portfolio Management is part of the Financing team providing capital and ensuring that NFF is deploying needed capital in ways that reflect our community-centered approach in a timely and expeditious manner.
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As a member of the Simmons Bank Wealth Management team, this individual works within a fee-only, fiduciary standard of care environment to develop and grow meaningful relationships by providing personalized investment service for high-net-worth individuals, families, and institutions.
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The AIMS Platform Management team is broadly responsible for portfolio implementation and trading, liquidity risk management, designing equity and currency hedging programs, portfolio construction and monitoring, external manager on-boarding and oversight, private market deal closing, valuation models for level 3 assets, overseeing the business control framework as well as a number of important strategic initiatives.
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Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
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Serve as a trusted advisor with clients, which allows the Wealth Management & Trust Advisor to provide strategic investment advice as well as recommend value-added products and services.
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The Assistant HOA Manager will provide assistance in fulfilling the terms of the company's management contracts with its clients, including assisting HOA portfolio managers in all aspects of community management, performing regular inspections of the company's client communities, and helping community homeowners with their questions.
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Must have excellent written, verbal and oral communication skills:- The Office Services Associate - Receptionist communicates effectively with colleagues, vendors, and management to ensure proper coordination of tasks.
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Manages assigned regional portfolio management tasks including valuation of seasonal hedging products, the annual delivery of renewable energy credits, execution of regulatory filings, and the mark-to-market of energy, capacity, ancillaries, and renewable energy credits.
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Analytical Thinking, Collateral Management, Data Gathering and Reporting, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Investment Reporting, Portfolio Management - 1, Problem Solving, Regulatory Environment - Financial Services.
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2+ years of experience, ideally within investment banking, management / strategy consulting, or advisory / related valuation or transaction services. Helping to develop and maintain portfolio management and monitoring tools and initiatives to support investment management initiatives across BXCI.
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services wealth management portfolio jobs Company: Cetera Financial Group in Missouri-city, Missouri
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