The company:
Our client is a leading financial services business and has an excellent reputation throughout the MENA region and are expanding due to their current need to hire.
View full post on exec-appointments.com: Trading Jobs
The company:
Our client is a leading financial services business and has an excellent reputation throughout the MENA region and are expanding due to their current need to hire.
View full post on exec-appointments.com: Trading Jobs
Portfolio Relationship Manager (Must Have MBA and passed through CFA Level 2)
A Portfolio Relationship Manager at our client has the principal responsibility to meet with HNW clients and their Financial Advisors / CPAs on a regular basis to develop Intelligently Personalized () separately managed portfolios uniquely tailored to each clients objectives. This role requires extensive interpersonal skills as well as finance and investment skills. The successful candidate will have a true desire to communicate with clients about their asset allocation, portfolio holdings and the macro economy. This position will first be located in our NYC office.
Primary Responsibilities:
– Develop the right asset allocation for each client consistent with their investment objectives and risk tolerance
– Design the portfolio using individual stocks, bonds and funds, provided based on a separate research function. This position is not a stock analyst position.
– Perform regular trading responsibilities for each client portfolio
– Develop investment recommendations for clients when changes are required.
– Review client asset allocations quarterly, stock holdings and discuss with each client the performance of their portfolio
– Understand the individual stock and bond research information provided by the research team so as to know each company included in client portfolios.
– Prepare quarterly investment reports for client presentations
– Work on a team with associates to process and manage all aspects of each clients account.
– Meet with prospective new clients and our Sales Consultants to win new clients
Meet with existing clients on a regular basis to make in person presentations.
Requirements:
– Strong interpersonal skills and a desire to regularly communicate with HNW clients and their advisors.
– Requires an MBA in Finance or Economics and 5 + years of experience in handling HNW client relationships.
– Interact regularly with the Financial Advisors.
– Passed at least 2 parts or all of the CFA exam.
– A strong understanding of the fundamentals of finance and investments
– Detail oriented and the ability to multitask, often unsupervised
– Experience building investment models; and making group presentations.
– Discretion with handling confidential documents and information
– Excellent interpersonal, organizational and verbal and written communication skills
– Strong analytical and research skills
– Working knowledge of advanced Excel functions
– The ability to develop business relationships, both within and outside of the organization
Requirements:
– Strong interpersonal skills and a desire to regularly communicate with HNW clients and their advisors.
– Requires an MBA in Finance or Economics and 5 + years of experience in handling HNW client relationships.
– Interact regularly with the Financial Advisors.
– Passed at least 2 parts or all of the CFA exam.
– A strong understanding of the fundamentals of finance and investments
– Detail oriented and the ability to multitask, often unsupervised
– Experience building investment models; and making group presentations.
– Discretion with handling confidential documents and information
– Excellent interpersonal, organizational and verbal and written communication skills
– Strong analytical and research skills
– Working knowledge of advanced Excel functions
– The ability to develop business relationships, both within and outside of the organization
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BlackRock Financial Management, Inc. seeks Managing Director, Portfolio Manager, Fixed Income, Portfolio Management Group, in New York, NY to focus on investment grade fixed income corporate mandates. Actively research and evaluate macro-economic investment themes, and assess sector rotation and security selection opportunities for implementation across the portfolio base. Req’s: Bachelor’s degree or equivalent in Business Administration, Finance, Economics or related field and 10 years of progressively responsible experience evaluating multi-product institutional fixed income portfolios on behalf of a global financial services institution. Prior experience must include: analyzing corporate credit, interest rates and other fixed income cash and derivatives instruments; utilizing research and portfolio construction techniques; and presenting investment opportunities to institutional clients. Five (5) years of experience must include: analyzing and constructing segregated and mutual funds in a risk optimized framework; and analyzing collateralized synthetic obligations, collateralized debt obligations, collateralized loan obligations, closed end funds and hedge fund allocations. Employer will accept a combination of post-secondary and university level study to meet the degree requirement. Please apply directly by clicking Apply Online.BlackRock is proud to be an E-Verify Equal Opportunity/Affirmative Action EmployerM/F/D/V.
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Title: VP Sr Portfolio Mgr Location: North America-United States-New York-Melville – Compiles and analyzes credit and financial information of current and potential Commercial Banking business customers of a more complex nature. Prepares the most complex credit analyses and accurate credit proposals to enable informed decisions to be made. – Provides management and decision making support. Ensures all policies and procedures are properly applied. – Manages assigned portfolio of a larger, more complex nature. Impact on the Business – Direct responsibility for the largest customer lending in the Core Middle Market sector. – A specialist that has a through understanding of the trends, competition, communities and businesses in the markets serviced. – Provides credit management support within an assigned team. Customers / Stakeholders – Compile and analyze credit and financial information of current and potential Commercial Banking business customers of a more complex nature, using appropriate model; prepare more complex complete and accurate credit proposals to enable informed decisions to be made. – Customer facing when accompanying the Relationship Manager in order to structure complex deals. Leadership & Teamwork – Provide guidance, assistance and training in the structuring and maintence of credit and borrowing relationships, including negotiating, underwirting, pricing, credit quality, reporting of problem loans, completing in-depth reviews of financial statements and receiving all required documentation. – Monitor activity on facilities to ensure usage and conditions comply with approved requirements; ensure propreity of advances and repayments. – Work with other areas of the Company to ensure the requisite support for business activities and provide/obtain new business. – Work effectively with Business Banking and Corporate to ensure ongoing communication and referrals. Operational Effectiveness & Control – Complete specialzed duties unique to assigned commercial business, such as assisting in portfolio monitoring and review of existing facilities. – Prepare appropriate forms on existing and proposed commitments; ensure compliance with all applicable regulations; notify appropriate personnel of unique situations. Major Challenges – Polished communicator with ability to deliver cogent verbal and written information to team leads and credit. Role Context – This new role bridges the gap between existing junior credit analyst and the customer facing relationship manager. – Strong leader with proven ability to guide teams to achieve results. Management of Risk – Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues. – Promote an environment that supports diversity and reflects the HSBC brand. Observation of Internal Controls – Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. – Analytical with strong credit skills in underwriting, financial modeling, valuations, and adherence to policy. – Bachelor’s degree in accounting, business, finance, related field or equivalent experience. – Minimum of six years proven credit analysis experience or equivalent. – Sound knowledge of the business and products supported and pertinent regulations impacting their delivery, including those related to documentation requirements. – Proficiency with personal computers as well as pertinent mainframe systems and software packages. – Proven financial, analytical, mathematical and communication skills. Job: Credit
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An outstanding role for a IT Audit Manager with a leading privately owned group based in the corporate office in Dubai, UAE.
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A growing Oil wholesaling business active across the European market place are in the market for a Supply & Operations Manager to be based at their London offices. Working in conjunction with the Managing Director and Board level, the individual will be tasked with addressing strategic ambitions of the business primarily across the UK marketplace.
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A growing Oil wholesaling business active across the European market place are in the market for a Supply & Operations Manager to be based at their London offices. Working in conjunction with the Managing Director and Board level, the individual will be tasked with addressing strategic ambitions of the business primarily across the UK marketplace.
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Experienced Commodity Prop Trader / Portfolio Manager required – Leading Proprietary Trading House – Chicago – Up to $150k + PnL + Package
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An exciting opportunity has arisen within this leading Corporate Banking Institution for a Senior Strategy Manager to join the newly created Customer and Market Insight division. An exciting opportunity has arisen within this leading Corporate Banking Institution for a Senior Strategy Manager to join the newly created Customer and Market Insight division.
This role will face off to the …
View full post on exec-appointments.com: Trading Jobs