Job Summary: 

• Maintain, develop and enhance strong relationships with institutional clients (e.g., corporate and public plans), client advisors (RIAs and broker-dealers), and institutional consultants
• Understand and articulate firm investment process, portfolio strategy and investment theses for individual portfolio holdings across equity and fixed-income strategies 
• Serve as a credible proxy for research professionals in new business and client meetings
• Plan and execute a client relationship management program and provide periodic portfolio reviews both in-person and via conference calls
• Understand clients’ investment objectives and decision-making processes across different pools of assets and whether there may be an opportunity to broaden the relationship over time
• Participate in team efforts to cultivate prospective clients through intermediary relationships, referrals, and other influencers, as well as deepening current relationships
• Work closely with the senior management, investment management professionals, client-facing team, and other members of the firm to provide high-quality service to existing clients
• Gather and share market intelligence such as distribution channel and investment vehicle trends, competitor products and pricing
• Assist in developing written materials and exhibits on investment strategies for purposes of client communications

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Investment Knowledge (Hard Skills)
• Communication Skills (Soft Skills)
• Client Engagement (Soft Skills)
• Understanding Client Needs (Soft Skills)
• Business Development (Soft Skills)
• Collaboration (Soft Skills)
• Market Intelligence (Soft Skills)

Job Summary: 

• Manage the pulse of the team to ensure all employees are thriving, and growing and receive the support to perform their job at the highest level.
• Assist with recruiting, facilitating smooth onboarding, and ensuring quick success
• Select mentors and ensure fit
• Coach and develop team members for ongoing skill improvement. 
• Set clear metrics for success and provide one-on-one support/feedback
• Determine unique training requirements for each team member
• Provide access to proper training resources
• Continuous mentorship and career development advice
• Ensure mastery in KYC/AML and loan monitoring
• Review narratives before submission
• Cross-train team on various verticals
• Conduct post-mortems on what worked and what can be improved

Skills on Resume: 

• Team Leadership and Development (Soft Skills)
• Recruitment and Onboarding (Hard Skills)
• Mentorship and Coaching (Soft Skills)
• Performance Management (Hard Skills)
• Training and Development (Hard Skills)
• Career Development (Soft Skills)
• Compliance Knowledge (Hard Skills)
• Process Improvement and Evaluation (Hard Skills)

Job Summary: 

• Help team members develop and achieve career goals with frequent direct and constructive feedback
• Ensure that systems and processes are efficient and effective to get the job done for the team, bankers and customers (collectively, the Clients).
• Seek out feedback from the team, bankers and other stakeholders to improve the client experience
• Innovate new and better ways of getting things done
• Assist in avoiding service breaks/impacts on client experience
• Locate and correct procedural inefficiencies
• Tailor training and learning opportunities to counteract shortfalls
• Leverage the internal FRB network and rapport to generate and effectively implement plans of action
• Pull in bankers and management team to remove roadblocks
• Maintain a clean credit portfolio and proactively work with bankers and clients to expand banking relationships and mitigate potential loan problems.
• Look for opportunities to develop and expand existing client relationships through cross-sale of bank products.
• Work product is being turned around efficiently, expectations are set, clearly communicated and met

Skills on Resume: 

• Leadership and Mentorship (Soft Skills)
• Process Improvement (Hard Skills)
• Customer Experience Enhancement (Soft Skills)
• Innovation (Hard Skills)
• Problem Solving (Hard Skills)
• Efficiency Optimization (Hard Skills)
• Training and Development (Soft Skills)
• Collaboration and Relationship Management (Soft Skills)

Job Summary: 

• Coordinate pipelines to ensure even distribution of workload
• Ensure covenant testing & renewals are processed on time before maturity
• Assist analysts with underwriting and closing complex credits
• Collaborate with Loan Closing and Servicing to expand best practices
• Ensure the team's on-time collection of financial reporting items and measurement of covenants
• Ensure covenant defaults or potential defaults are addressed quickly
• Maintain up-to-date credit files
• Respond to auditor requests for information
• Ensure KYC is accurately completed promptly and assist BSA/AML with remediation. 
• Monitor portfolio to ensure portfolio compliance with all KYC, BSA, & AML policies.
• Underwrite the more complex credits, and assist with troubled credits and special situations.
• Ensure best practices are implemented, attend bank-wide meetings such as Monday Loan Meeting and Tuesday ALCO 
• Communicate corporate news & updates to the team, work on projects for the team and Business Banking.

Skills on Resume: 

• Pipeline Coordination (Hard Skills)
• Covenant Management (Hard Skills)
• Credit Underwriting (Hard Skills)
• Best Practices Implementation (Hard Skills)
• Financial Reporting (Hard Skills)
• Credit File Management (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Communication and Project Management (Soft Skills)

Job Summary: 

• Enhance the commercial performance and client relationship of a continually growing business.
• Be varied and challenging as the client is responsive to client demands
• Seek new business and client opportunities and strengthen relationships with existing clients and internal business partners
• Supporting the Legal Operation strategy with a focus on sustainable revenue growth and globalization
• Managing production and maintenance of marketing materials and related content. 
• Conduct market research and highlight industry trends
• Collaborate with internal business partners and departments including Branding and Sales teams
• Maintain client contracts, invoices and statements of work 
• Support the mobilization of engagements, feeding into recruitment and staffing decisions. 
• Working with project leads to develop greater commercial awareness 
• Identify growth opportunities and ensure clear Terms of Engagement are in place and understood.

Skills on Resume: 

• Client Relationship Management (Hard Skills)
• Business Development (Hard Skills)
• Strategic Planning (Hard Skills)
• Marketing Management (Hard Skills)
• Market Research and Analysis (Hard Skills)
• Cross-functional Collaboration (Soft Skills)
• Contract Management (Hard Skills)
• Project Management (Hard Skills)

Job Summary: 

• Engagement with existing and prospective clients to identify the investment challenges they face, and to understand their goals and objectives
• Designing investment solutions for institutional clients and working with the client and their advisors to implement the strategy
• Preparing legal documentation and facilitating the agreed investment strategy
• Providing ongoing technical support to the client concerning the mandate (i.e. training, delivering mandate and market updates, resolving client requests)
• Preparing presentations and articulating content to clients
• Working to integrate ESG considerations into client mandates
• Contributing to idea generation and thought leadership tailored for LDI clients and prospects
• Making a significant contribution to projects that further enhance the investment platform, capabilities, product offering and team
• Working in partnership with internal stakeholders across the organization to achieve the above.

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Investment Strategy Design (Hard Skills)
• Legal and Documentation Skills (Hard Skills)
• Technical Expertise and Client Support (Hard Skills)
• Communication and Presentation (Soft Skills)
• ESG Integration (Hard Skills)
• Thought Leadership (Soft Skills)
• Collaboration and Project Management (Soft Skills)

Job Summary: 

• Become a subject matter expert across Global Private Finance with a dedicated focus on the European business
• Work with the sales team, investment team and back and middle offices to respond to
• requests for data and/or presentation materials on time
• Assist in the production of weekly, monthly, quarterly and annual marketing materials
• Manage data for external and internal requests
• Work with Compliance to obtain necessary approvals on materials
• Format and maintain external and internal presentations in PowerPoint
• Proactively look at where processes and materials can be improved
• Demonstrate a keen interest in the private finance markets, awareness of trends and the competitive landscape
• Coordinate meetings for projects and manage follow-ups as well as grow into leading and executing initiatives and projects

Skills on Resume: 

• Subject Matter Expertise in Global Private Finance (Hard Skills)
• Data Management (Hard Skills)
• Production of Marketing Materials (Hard Skills)
• Compliance Management (Hard Skills)
• Presentation Skills (Hard Skills)
• Process Improvement (Hard Skills)
• Market Awareness (Hard Skills)
• Project Coordination and Initiative Execution (Hard Skills)

Job Summary: 

• Manage and execute trades through VIP’s trade management platform
• Serve as the trade aggregator for VIP Client Advisors
• Review and execute monthly client review and strategy rebalancing
• Responsible for pre-and post-trade compliance, and compliance support
• Portfolio management support with account management responsibilities within VIP’s asset management team
• Managing and implementing capital gains budgets
• Reviewing and monitoring restricted account positions
• Support the Investment Team through data analytics and research support
• Assist with new account onboarding into various systems
• Support operational projects and mandates related to process improvement
• Systems management in Align, Junxure, RedBlack, Bloomberg and Orion
• Assist with preparation/update of marketing materials and compliance reporting

Skills on Resume: 

• Trade Execution and Management (Hard Skills)
• Compliance Management (Hard Skills)
• Portfolio Management (Hard Skills)
• Financial Analysis and Data Analytics (Hard Skills)
• Systems Proficiency (Hard Skills)
• Account Management (Hard Skills)
• Operational Excellence (Soft Skills)
• Marketing and Compliance Reporting (Hard Skills)

Job Summary: 

• Embody Finance stewardship as a trusted leader within the Nordic Finance organization and beyond
• Play an active role as finance representative in new business meetings and forecast review calls
• Act as an Educator towards stakeholders within and outside of Finance to enhance the financial acumen across the company
• Act as a business advisor to leadership on key decisions by providing data and recommendations 
• Aid decision-making with a focus on revenue and profitability improvement actions
• Act as the primary point of contact for the market unit/service leadership and client executives regarding finance-related questions, issues, policies, and procedures
• Provide advice to help achieve targets, alert the operating unit/growth platform lead and global finance leadership of significant issues 
• Work collaboratively with stakeholders to address the issues
• Review and analyze annual client financial plans and quarterly forecasts

Skills on Resume: 

• Financial Acumen and Stewardship (Hard Skills)
• Business Advisory (Hard Skills)
• Communication and Education (Soft Skills)
• Strategic Thinking (Hard Skills)
• Client Relationship Management (Soft Skills)
• Problem Solving and Decision Support (Hard Skills)
• Collaboration (Soft Skills)
• Analytical Skills (Hard Skills)

Job Summary: 

• Review actual results versus plan and forecast, highlighting exception areas and identifying corrective actions
• Decide corrective actions impacting client financial performance
• Collaborate and advise market unit/ service and client team leadership with decision-making on sales management, pricing and delivery issues
• Communicate relevant client portfolio financial issues, results, and information to operating unit/growth platform leadership
• Collaborate with the operating unit/growth platform, client team leadership and client financial management (CFM) to maximize client profitability with a focus on continuous margin improvement
• Participate in Financial Quality Assurance Reviews, implementing corrective actions and sharing best practices
• Manage client risk, sales backlog and working capital on the portfolio
• Educate client service group executive teams on Accenture financial principles
• Ensure compliance with US GAAP, Internal Controls and Accenture policies

Skills on Resume: 

• Financial Analysis and Reporting (Hard Skills)
• Decision-Making and Corrective Actions (Hard Skills)
• Strategic Collaboration (Soft Skills)
• Effective Communication (Soft Skills)
• Profitability Maximization (Hard Skills)
• Financial Quality Assurance (Hard Skills)
• Risk Management (Hard Skills)
• Financial Compliance (Hard Skills)

Job Summary: 

• Becoming a subject-matter expert on thematic equities with a dedicated focus on environmental equities and associated sustainable investment matters.
• Representing thematic investment teams to clients globally.
• Presenting the investment theme value proposition and its positioning.
• Communicating with media and writing thought-leadership pieces in the environmental equity space.
• Acting as a link between investment teams and the rest of the organization, providing updates through the available communication channels.
• Helping to improve and coordinate environmental-impact frameworks and models, engagement with corporates and ESG materiality matrixes.
• Actively contributing at investment meetings.
• Keeping track of the competitors’ offerings and performing comparative analyses.
• Helping set the agenda and contributing to thematic advisory boards.
• Helping to develop new thematic ideas and improving existing ones.
• Working with the sales teams, investment teams and back and middle offices to respond promptly to requests for data and/or presentation materials.
• Assisting with the production of weekly, monthly, quarterly and annual product updates.

Skills on Resume: 

• Subject-Matter Expertise (Hard Skills)
• Client Representation (Hard Skills)
• Communication Skills (Soft Skills)
• Strategic Thinking (Hard Skills)
• Stakeholder Management (Soft Skills)
• Analytical Skills (Hard Skills)
• Collaboration and Coordination (Soft Skills)
• Project Management (Hard Skills)

Job Summary: 

• Build and maintain strong long-term relationships with discretionary high-net-worth clients and small institutional clients through exceptional service and strong communication that ensures client retention and leads to client advocacy.
• Continually elevate the CWB WM client experience through collaboration and input into the Client Service Delivery Model and processes to execute consistently.
• Partner with in-house financial planners, outside experts (legal, accounting, tax) and the clients’ advisors to provide clients with specialized services for tax, estate, and succession planning.
• Construct and adjust client Investment Policy to deliver client investment solutions to align with their specific objectives, time horizon, tax considerations, and risk tolerance.
• Provide ongoing, regular, and clear advice and communication regarding client solutions as well as the firm’s investment strategies and outlook.
• Actively promote the CWB WM brand and investment beliefs regarding long-term investment and commitment to quality companies.
• Achieve individual annual goals and objectives and proactively contribute to CWB WM business goals through client referrals, CWB Group referrals, networking, and other prospecting. 
• Actively use defined goals and objectives as guidelines to monitor success and identify challenges.
• Conduct all business professionally and ethically with integrity and commitment to fiduciary duty. 
• Adhere to regulatory requirements such as “know your client” (KYC) and CWB WM-specific policies and procedures.
• Proactively build solid working relationships with the entire CWB FG including CWB Wealth Management affiliate companies.

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Collaboration and Process Improvement (Hard Skills)
• Specialized Financial Advisory (Hard Skills)
• Investment Policy Construction (Hard Skills)
• Clear Communication and Advice (Soft Skills)
• Brand Promotion and Advocacy (Soft Skills)
• Goal Setting and Achievement (Hard Skills)
• Ethics and Compliance (Soft Skills)

Job Summary: 

• Responsible for developing new relationships and managing  current customer relationships across the entire client base
• Maintain customer satisfaction by providing problem-solving resources
• Responsible for designing and implementing improved processes or operational policies
• Recommends changes to policies, procedures, equipment, or services to fulfill customer needs
• Respond to customer service inquiries and manage the day-to-day operations
• Compiles customer service information and recommendations and incorporates these into strategic plans to meet customer service objectives
• Prepares and completes action plans, implements production, productivity, quality, and customer-service standards, resolves problems, completes audits, identifies customer service trends, determines system improvements and implements change
• Determines customer service requirements by maintaining contact with customers
• Responsible for improving customer service quality results by evaluating and customizing processes, establishing and communicating service metrics, monitoring and analyzing results, implementing changes

Skills on Resume: 

• Customer Relationship Management (Hard Skills)
• Problem-Solving (Hard Skills)
• Process Improvement (Hard Skills)
• Policy and Procedure Development (Hard Skills)
• Customer Service Management (Hard Skills)
• Action Planning and Implementation (Hard Skills)
• Analytical Thinking (Hard Skills)
• Performance Monitoring and Improvement (Hard Skills)

Job Summary: 

• Provide portfolio management and sales as part of a cohesive team-based approach to high-net-worth individuals offered through Wintrust Wealth Services.
• Provide dedicated investment solutions to high-net-worth individuals as part of firm-wide strategies and asset allocation models.
• Support the sales process by educating prospects on the firm’s investment philosophy and process 
• Maintaining focus on the client’s long-term needs and goals.
• Deliver market updates, strategy changes, and regular account reviews to clients.
• Ensure portfolios adhere and comply with established firm processes and procedures.
• Mentor a team of associates, providing education and guidance to enhance their support of the investment management team.
• Monitor and rebalance client portfolios on a timely basis according to client investment objectives and firm portfolio model guidelines and investment strategy.
• Execute security transactions across asset classes and securities.

Skills on Resume: 

• Portfolio Management (Hard Skills)
• Investment Advisory (Hard Skills)
• Client Education (Hard Skills)
• Client Relationship Management (Soft Skills)
• Market Knowledge and Updates (Hard Skills)
• Compliance and Procedures (Hard Skills)
• Team Leadership and Mentorship (Soft Skills)
• Portfolio Rebalancing and Execution (Hard Skills)

Job Summary: 

• Develop and maintain a full and detailed technical understanding of the key Martin Currie investment strategies.
• Pitch and present to a variety of audiences from financial advisors to RIAs, to CIOs of US Public Plans in various settings from one-on-one meetings to conference main stage presentations.
• Support both Retail and Institutional channels across all client channels.
• Develop strong relationships with key Franklin Templeton sales personnel to ensure Martin Currie achieves plan
• Deliver a commercial acumen to the use of time and priorities, drive new business through the client time accessed.
• Be an extension of the investment teams and represent firm to the highest standard
• Work with retail intermediary channel to support plan focused on key account meetings
• Attend Franklin Templeton events and conferences and present asset class views in depth on behalf of the Emerging Market team
• Leverage content such as the Martin Currie Country Risk Framework – and present asset class views to clients and Franklin Templeton
• Support client service in key retail accounts
• Assume joint client service responsibility for institutional clients
• Attend regular consultant due diligence meetings to support existing and achieving new ratings
• Present at Finals pitches where required instead of a portfolio manager

Skills on Resume: 

• Technical Understanding of Investment Strategies (Hard Skills)
• Presentation Skills (Soft Skills)
• Channel Support (Hard Skills)
• Relationship Building (Soft Skills)
• Commercial Acumen (Hard Skills)
• Representation and Extension of Investment Teams (Soft Skills)
• Client Engagement (Soft Skills)
• Consultant Engagement and Due Diligence (Hard Skills)

Job Summary: 

• Responsible for managing and developing a wide range of client portfolios 
• Delivering a comprehensive client-focused service in line with the company's goals and plans.
• Maintaining a productive relationship with portfolio clients where having regular contact and completing all complex account works and tax issues along with dealing with any specific problems and queries as they arise.
• Visiting clients to discuss their requirements, providing appropriate advice and support along promoting the company's services.
• Acting as a point of contact for the partner in their absence and ensuring matters are dealt with promptly and updating the partner on their return, updating and updating them on outstanding queries.
• Ensuring the compliance team is updated with appropriate information to ensure the team's work can be effectively scheduled, allowing the assessment of resources and time requirements, including flexibility to deal with new clients, additional work, or busy periods.
• Meeting with and supporting employees who work on client's work, ensuring they are updated, given support and feedback, and direction where required.
• Monitoring the achievement of the chargeable unit's budget, ensuring work is completed within the deadlines allocated.
• Ensuring that all fee notes are generated and sent out in line with partner and client requirements.
• Assisting clients when needed by the partner and carrying out project work for the partner

Skills on Resume: 

• Client Relationship Management (Hard Skills)
• Communication Skills (Hard Skills)
• Problem Solving (Hard Skills)
• Leadership and Team Support (Soft Skills)
• Time Management and Organization (Hard Skills)
• Financial Management (Hard Skills)
• Administrative and Compliance Management (Hard Skills)
• Project Management (Hard Skills)

Job Summary: 

• Manage 30+ multi-asset institutional client portfolios (DB, DC, Not For Profit, etc) for AIUSA's OCIO business
• Daily client portfolio monitoring and policy oversight
• Liquidity and exposure management through trading/rebalancing/overlay management
• Work with client teams, fund management, and investment operations to implement Aon Investment's best thinking and generate client excess returns
• Onboard two to three clients per month
• Work closely with the lead Client Portfolio Manager to manage an overall client book of more than 200 client portfolios
• Build out scalable portfolio management processes
• Contribute to implementable, scalable, and repeatable value research
• Execute the firm’s best thinking within asset allocation and manager selection.
• Focus on risk management as well as asset allocation decisions
• Manage pension clients' bespoke liability hedging needs

Skills on Resume: 

• Portfolio Management (Hard Skills)
• Client Relationship Management (Soft Skills)
• Trading and Rebalancing (Hard Skills)
• Collaboration and Coordination (Soft Skills)
• Client Onboarding (Hard Skills)
• Scalable Portfolio Processes (Hard Skills)
• Research and Implementation (Hard Skills)
• Risk Management and Asset Allocation (Hard Skills)

Job Summary: 

• Represents D&P as a subject matter expert in listed real assets demonstrating an in-depth knowledge of products including detailed knowledge of underlying investment strategies, rationale for product positioning, drivers of performance and relevant market background. 
• Acts as a key liaison between portfolio management teams and sales/marketing for purposes of positioning and marketing investment strategies. 
• Proactively manages relationships with portfolio management and sales teams.
• Serves as the primary investment contact for assigned clients and/or intermediaries within global client base.
• Coordinates relationship management activities with the sales, product management, marketing, product specialist and/or portfolio management functions.
• Participates in investment research meetings with portfolio teams and reads research and other market information to stay current on top portfolio names, turnover and performance attribution.
• Supports Virtus Retail Sales through external meetings with financial advisors and also internally through conference calls and product training.
• Assists with special products around marketing, new marketing initiatives, bespoke client requests and other portfolio and data-related information that could be helpful to existing clients or new prospects.
• Reviews and approves RFP content.
• Contributes to new business communication (e.g., final presentations, consultant and or/gatekeeper meetings) content.

Skills on Resume: 

• Expert Knowledge of Real Assets (Hard Skills)
• Relationship Management (Soft Skills)
• Client and Intermediary Engagement (Soft Skills)
• Coordination and Collaboration (Soft Skills)
• Investment Research and Market Insights (Hard Skills)
• Sales Support and Product Training (Soft Skills)
• Marketing and Communication (Hard Skills)
• RFP Management (Hard Skills)